# ISHARES TR (IBMQ)

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

- Reporting holders: 10
- Reported value: $20.9M
- 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/) | $15.7M | 623,294 | 1.2% | 16 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $2.5M | 99,639 | 0.2% | 2 |
| [Legacy Private Trust Co.](https://holderbook.com/funds/1352547-legacy-private-trust-co/) | $993.6K | 39,523 | 0.1% | 19 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $797.1K | 31,705 | 0.0% | 27 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $322.9K | 12,843 | 0.1% | 3 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $296.4K | 11,788 | 0.0% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $227.5K | 9,049 | 0.0% | 2 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $50.8K | 2,020 | 0.0% | 5 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $49.0K | 1,950 | 0.0% | 19 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $3.4K | 135 | 0.0% | 15 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $20.9M |
| Q2 2026 | 197 | $623.7M |
| Q1 2026 | 186 | $543.9M |
| Q4 2025 | 178 | $520.7M |
| Q3 2025 | 164 | $429.6M |
| Q2 2025 | 155 | $392.2M |
| Q1 2025 | 142 | $365.2M |
| Q4 2024 | 132 | $357.0M |
| Q3 2024 | 123 | $317.5M |
| Q2 2024 | 116 | $282.9M |
| Q1 2024 | 111 | $288.8M |
| Q4 2023 | 101 | $263.2M |