# ISHARES TR (IBMP)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBMP/

- Reporting holders: 12
- Reported value: $23.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Heartwood Wealth Advisors LLC](https://holderbook.com/funds/1794935-heartwood-wealth-advisors-llc/) | $17.8M | 703,566 | 1.4% | 18 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $2.5M | 99,456 | 0.2% | 2 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $1.1M | 44,715 | 0.3% | 28 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $694.6K | 27,520 | 0.0% | 27 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $325.1K | 12,879 | 0.1% | 3 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $298.9K | 11,841 | 0.0% | 8 |
| [Baring Financial LLC](https://holderbook.com/funds/2052588-baring-financial-llc/) | $279.6K | 11,076 | 0.1% | 1 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $239.3K | 9,481 | 0.0% | 6 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $237.1K | 9,395 | 0.0% | 19 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $194.4K | 7,701 | 0.0% | 2 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $119.0K | 4,716 | 0.0% | 9 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $51.1K | 2,028 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $23.8M |
| Q2 2026 | 192 | $605.2M |
| Q1 2026 | 188 | $550.0M |
| Q4 2025 | 182 | $512.4M |
| Q3 2025 | 174 | $474.6M |
| Q2 2025 | 167 | $482.0M |
| Q1 2025 | 155 | $449.9M |
| Q4 2024 | 147 | $446.9M |
| Q3 2024 | 135 | $420.9M |
| Q2 2024 | 122 | $388.7M |
| Q1 2024 | 121 | $400.7M |
| Q4 2023 | 114 | $350.5M |