ISHARES TR (IBMP)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
188
Reporting holders
$583.0M
Reported value
0.1%
Held as options
+7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | $93.6M | 3,683,288 | 0.06% | 18q | +110.8%+$49.2M |
| BANK OF AMERICA CORP /DE/ | $67.6M | 2,660,591 | 0.00% | 27q | +12.9%+$7.7M |
| WELLS FARGO & COMPANY/MN | $27.0M | 1,062,105 | 0.00% | 29q | -49.0%-$26.0M |
| Clearstead Advisors, LLC | $25.4M | 1,001,027 | 0.24% | 9q | +2.5%+$627.7K |
| US BANCORP \DE\ | $18.9M | 745,224 | 0.02% | 25q | +7.4%+$1.3M |
| Heartwood Wealth Advisors LLC | $17.7M | 697,944 | 1.38% | 17q | +9.6%+$1.6M |
| LBMC INVESTMENT ADVISORS, LLC | $14.9M | 584,924 | 0.81% | 11q | +3.2%+$462.6K |
| HighTower Advisors, LLC | $14.0M | 550,178 | 0.01% | 21q | -44.2%-$11.1M |
| Lido Advisors, LLC | $13.9M | 547,234 | 0.04% | 14q | -2.4%-$338.3K |
| LPL Financial LLC | $13.3M | 525,026 | 0.00% | 23q | +6.6%+$821.8K |
| NewEdge Advisors, LLC | $13.3M | 523,606 | 0.04% | new | NEW |
| Hills Bank & Trust Co | $12.9M | 508,428 | 0.55% | 12q | +14.7%+$1.7M |
| Kathmere Capital Management, LLC | $12.7M | 498,643 | 0.67% | 12q | +22.7%+$2.3M |
| UBS Group AG | $10.5M | 413,349 | 0.00% | 27q | +10.0%+$955.0K |
| MORGAN STANLEY | $9.9M | 390,504 | 0.00% | 27q | HELD |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.9M | 309,899 | 0.10% | 15q | +11.5%+$814.1K |
| Integrated Wealth Concepts LLC | $7.8M | 308,549 | 0.04% | 13q | +49.0%+$2.6M |
| Praetorian Wealth Management, Inc. | $7.2M | 285,165 | 1.25% | 25q | -1.4%-$101.8K |
| Paradiem, LLC | $6.3M | 248,470 | 1.36% | 10q | HELD |
| HOWLAND CAPITAL MANAGEMENT LLC | $6.3M | 247,525 | 0.23% | 11q | +1.9%+$120.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.3M | 206,724 | 0.00% | 25q | +3.4%+$174.0K |
| Cyndeo Wealth Partners, LLC | $5.2M | 204,049 | 0.24% | 11q | +5.1%+$252.3K |
| ENVESTNET ASSET MANAGEMENT INC | $5.1M | 200,570 | 0.00% | 18q | HELD |
| Sound View Wealth Advisors Group, LLC | $5.0M | 198,399 | 0.31% | 22q | HELD |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.7M | 186,296 | 0.03% | 15q | +9.3%+$401.6K |
| Glenview Trust Co | $4.7M | 185,323 | 0.03% | 11q | +105.6%+$2.4M |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.6M | 180,734 | 0.17% | 11q | +11.7%+$483.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 174,701 | 0.01% | 16q | +2.9%+$125.9K |
| CENTRAL TRUST Co | $4.0M | 157,338 | 0.07% | 15q | -4.6%-$192.3K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 153,021 | 0.00% | 7q | +1.1%+$42.5K |
| Odyssey Group, LLC | $3.6M | 141,199 | 0.97% | new | FIRST |
| Beacon Pointe Advisors, LLC | $3.5M | 138,170 | 0.02% | 12q | +0.9%+$31.2K |
| STIFEL FINANCIAL CORP | $3.4M | 135,194 | 0.00% | 10q | +1.8%+$59.9K |
| Quantum Financial Advisors, LLC | $3.1M | 123,842 | 0.31% | 10q | -14.0%-$514.0K |
| Sanctuary Advisors, LLC | $3.1M | 120,344 | 0.01% | 9q | +0.6%+$19.3K |
| ROYAL BANK OF CANADA | $3.0M | 118,304 | 0.00% | 28q | +3.7%+$106.9K |
| ASSETMARK, INC | $3.0M | 117,182 | 0.01% | 7q | +30.9%+$703.3K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $2.8M | 109,890 | 0.03% | 10q | +0.9%+$24.8K |
| NorthCoast Asset Management LLC | $2.7M | 107,271 | 0.06% | 6q | +2.9%+$76.8K |
| SONATA CAPITAL GROUP INC | $2.7M | 106,489 | 0.87% | 8q | +2.2%+$57.6K |
| Parkway Wealth Management Group, LLC | $2.6M | 101,149 | 0.30% | 3q | +2.7%+$67.1K |
| TITLEIST ASSET MANAGEMENT, LLC | $2.6M | 101,032 | 0.17% | new | NEW |
| Atwater Malick LLC | $2.5M | 99,822 | 0.55% | 16q | +1.8%+$45.1K |
| POSTROCK PARTNERS LLC | $2.5M | 98,576 | 1.02% | 7q | +2.0%+$49.6K |
| Summit Financial, LLC | $2.5M | 97,017 | 0.03% | 4q | +73.6%+$1.0M |
| AMERIPRISE FINANCIAL INC | $2.3M | 88,899 | 0.00% | 16q | -24.0%-$713.2K |
| Valmark Advisers, Inc. | $2.3M | 88,719 | 0.02% | 19q | +15.4%+$300.6K |
| OSAIC HOLDINGS, INC. | $2.2M | 86,880 | 0.00% | 15q | +4.6%+$98.0K |
| Cetera Investment Advisers | $2.2M | 85,265 | 0.00% | 8q | -0.7%-$15.8K |
| SPINNAKER TRUST | $2.1M | 84,490 | 0.10% | 11q | +13.0%+$246.7K |
| Granite Harbor Advisors, Inc. | $1.9M | 76,411 | 0.77% | 15q | +12.5%+$216.6K |
| Kastel Capital Advisors, LLC | $1.9M | 74,959 | 1.21% | 3q | HELD |
| BLUE SQUARE ASSET MANAGEMENT, LLC | $1.9M | 74,339 | 0.77% | 15q | -0.7%-$13.1K |
| RIA Advisory Group LLC | $1.9M | 73,065 | 0.40% | 7q | +27.7%+$403.4K |
| Brookstone Capital Management | $1.7M | 65,737 | 0.02% | 7q | +43.2%+$503.9K |
| TRUE Private Wealth Advisors | $1.6M | 61,037 | 0.13% | 3q | +51.2%+$525.3K |
| Focus Partners Wealth | $1.5M | 60,236 | 0.00% | 11q | -27.7%-$585.9K |
| SENTINEL PENSION ADVISORS, LLC | $1.5M | 60,012 | 0.20% | 16q | +1.1%+$16.6K |
| REGIONS FINANCIAL CORP | $1.4M | 56,740 | 0.01% | 27q | +11.0%+$142.8K |
| Capital Investment Advisors, LLC | $1.4M | 56,609 | 0.02% | 17q | HELD |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.4M | 53,650 | 0.10% | 21q | -5.5%-$80.0K |
| Evergreen Private Wealth LLC | $1.3M | 52,013 | 0.49% | 11q | -1.9%-$26.2K |
| Atlantic Union Bankshares Corp | $1.3M | 50,607 | 0.02% | 5q | -9.5%-$134.8K |
| CAPTRUST FINANCIAL ADVISORS | $1.3M | 50,479 | 0.00% | 26q | +130.0%+$725.2K |
| PSI Advisors, LLC | $1.3M | 49,405 | 0.29% | 3q | -45.8%-$1.1M |
| Mariner, LLC | $1.2M | 48,855 | 0.00% | 11q | +130.2%+$702.3K |
| O'Domhnaill Enterprises, Inc. | $1.2M | 47,633 | 0.97% | 2q | +7.6%+$85.7K |
| SUMMITPOINT CAPITAL MANAGEMENT | $1.2M | 46,777 | 1.28% | 2q | +1.0%+$12.3K |
| GC Wealth Management RIA, LLC | $1.2M | 46,775 | 0.07% | 10q | +1.9%+$22.6K |
| Financial Engines Advisors L.L.C. | $1.2M | 45,725 | 0.00% | 8q | +13.1%+$134.6K |
| Stratos Wealth Partners, LTD. | $1.1M | 45,049 | 0.01% | 12q | HELD |
| Godshalk Welsh Capital Management, Inc. | $1.1M | 45,000 | 0.62% | 6q | +5.9%+$63.6K |
| Prism Advisors, Inc. | $1.1M | 44,715 | 0.28% | 27q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 44,182 | 0.01% | 5q | +3.9%+$41.8K |
| MEMBERS WEALTH LLC | $1.1M | 43,516 | 0.61% | 7q | +70.1%+$455.8K |
| Steward Partners Investment Advisory, LLC | $1.1M | 42,554 | 0.01% | 18q | HELD |
| Lantz Financial LLC | $1.1M | 42,353 | 0.20% | 7q | +5.2%+$52.9K |
| BENJAMIN EDWARDS INC | $1.1M | 41,673 | 0.01% | 8q | -2.0%-$21.9K |
| OneDigital Investment Advisors LLC | $1.0M | 40,327 | 0.01% | 3q | -9.5%-$107.5K |
| Newman Dignan & Sheerar, Inc. | $998.1K | 39,265 | 0.19% | 15q | +8.3%+$76.3K |
| Baird Financial Group, Inc. | $954.3K | 37,540 | 0.00% | 14q | +7.3%+$64.6K |
| Jacobi Capital Management LLC | $941.3K | 37,031 | 0.05% | new | NEW |
| Crews Bank & Trust | $907.3K | 35,693 | 0.12% | 7q | HELD |
| Aspen Wealth Management LLC | $891.0K | 35,051 | 0.15% | 4q | -27.9%-$344.1K |
| IFP Advisors, Inc | $870.4K | 34,242 | 0.02% | 16q | -6.1%-$56.6K |
| HEFFERNAN ADVISORY, INC | $841.2K | 33,092 | 0.70% | 3q | HELD |
| Roof Eidam Maycock Peralta, LLC | $823.1K | 32,380 | 0.16% | 18q | HELD |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $809.3K | 31,836 | 0.01% | 26q | -1.1%-$9.4K |
| Parallel Advisors, LLC | $805.2K | 31,674 | 0.01% | 13q | +2.6%+$20.1K |
| Snowden Capital Advisors LLC | $798.2K | 31,400 | 0.02% | 10q | +1.3%+$10.2K |
| BETO FINANCIAL GROUP, LLC | $784.5K | 30,886 | 0.41% | new | NEW |
| WJ Wealth Management, LLC | $767.2K | 30,182 | 0.30% | 8q | HELD |
| Curbstone Financial Management Corp | $764.1K | 30,060 | 0.13% | 4q | HELD |
| Financial Advisory Corp | $746.3K | 29,360 | 0.10% | 5q | +17.2%+$109.7K |
| MV CAPITAL MANAGEMENT, INC. | $735.3K | 28,914 | 0.03% | 3q | +100.0%+$367.6K |
| First National Trust Co | $730.2K | 28,726 | 0.02% | 5q | +11.0%+$72.5K |
| 10Elms LLP | $716.7K | 28,194 | 0.30% | 7q | +2.9%+$20.3K |
| Investment Research Partners LLC | $650.8K | 25,602 | 0.22% | 2q | -57.6%-$885.2K |
| Avail Investment Partners, LLC | $650.8K | 25,602 | 0.50% | 2q | -57.6%-$885.2K |
| Strid Group, LLC | $649.0K | 25,530 | 0.07% | 4q | HELD |
Showing the largest 100 of 192 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 188 | $583.0M | 22,903,637 | 18 | 76 | 38 | 0.1% |
| Q1 2026 | 181 | $536.4M | 21,094,829 | 15 | 69 | 34 | 0.0% |
| Q4 2025 | 175 | $499.7M | 19,671,257 | 16 | 68 | 30 | 0.0% |
| Q3 2025 | 165 | $456.4M | 17,914,511 | 15 | 64 | 35 | 0.0% |
| Q2 2025 | 158 | $463.9M | 18,299,771 | 20 | 65 | 35 | 0.0% |
| Q1 2025 | 147 | $433.1M | 17,130,169 | 13 | 57 | 40 | 0.0% |
| Q4 2024 | 139 | $431.4M | 17,161,690 | 16 | 59 | 26 | 0.0% |
| Q3 2024 | 127 | $409.3M | 16,084,011 | 17 | 54 | 25 | 0.0% |
| Q2 2024 | 111 | $375.3M | 15,005,276 | 7 | 51 | 25 | 0.0% |
| Q1 2024 | 107 | $363.9M | 14,457,083 | 13 | 49 | 20 | 0.0% |
| Q4 2023 | 99 | $315.5M | 12,416,789 | 17 | 48 | 19 | 0.0% |
| Q3 2023 | 92 | $230.0M | 9,396,173 | 14 | 33 | 20 | 0.0% |
| Q2 2023 | 84 | $220.6M | 8,801,884 | 6 | 36 | 19 | 0.0% |
| Q1 2023 | 78 | $216.3M | 8,496,951 | 9 | 34 | 15 | 0.0% |
| Q4 2022 | 64 | $178.1M | 7,102,466 | 18 | 29 | 5 | 0.0% |
| Q3 2022 | 66 | $136.7M | 5,598,944 | 15 | 26 | 7 | 0.1% |
| Q2 2022 | 60 | $106.4M | 4,223,601 | 9 | 24 | 12 | 0.1% |
| Q1 2022 | 54 | $66.7M | 2,622,751 | 12 | 18 | 13 | 0.1% |
| Q4 2021 | 46 | $52.9M | 1,940,652 | 6 | 20 | 3 | 0.8% |
| Q3 2021 | 43 | $44.1M | 1,628,056 | 7 | 13 | 7 | 0.2% |
| Q2 2021 | 40 | $38.7M | 1,421,556 | 5 | 19 | 3 | 0.2% |
| Q1 2021 | 39 | $31.6M | 1,165,718 | 7 | 15 | 6 | 0.5% |
| Q4 2020 | 33 | $31.1M | 1,120,885 | 6 | 14 | 6 | 1.5% |
| Q3 2020 | 27 | $25.0M | 918,506 | 4 | 16 | 4 | 0.7% |
| Q2 2020 | 30 | $18.0M | 666,144 | 5 | 12 | 8 | 0.6% |
| Q1 2020 | 23 | $15.7M | 604,418 | 9 | 13 | 2 | 0.1% |
| Q4 2019 | 17 | $7.9M | 302,929 | 8 | 5 | 3 | 0.0% |
| Q3 2019 | 14 | $9.6M | 352,515 | 11 | 2 | 1 | 4.3% |
| Q2 2019 | 4 | $3.3M | 129,039 | 4 | 0 | 0 | 0.0% |