ISHARES TR (IBMQ)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
193
Reporting holders
$600.2M
Reported value
0.0%
Held as options
+14
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 | $105.6M | 4,127,192 | 0.07% | 17q | +100.8%+$53.0M |
| BANK OF AMERICA CORP /DE/ | $65.1M | 2,545,675 | 0.00% | 27q | +6.1%+$3.7M |
| Clearstead Advisors, LLC | $25.9M | 1,011,284 | 0.24% | 9q | +2.6%+$648.5K |
| HighTower Advisors, LLC | $19.4M | 760,012 | 0.02% | 23q | -5.7%-$1.2M |
| US BANCORP \DE\ | $18.7M | 729,690 | 0.02% | 25q | +0.9%+$171.2K |
| Heartwood Wealth Advisors LLC | $15.8M | 617,758 | 1.23% | 15q | +12.1%+$1.7M |
| LBMC INVESTMENT ADVISORS, LLC | $14.8M | 577,987 | 0.80% | 10q | +3.3%+$468.3K |
| Lido Advisors, LLC | $14.1M | 550,670 | 0.04% | 12q | -1.5%-$213.6K |
| WELLS FARGO & COMPANY/MN | $13.9M | 543,687 | 0.00% | 29q | -48.8%-$13.2M |
| NewEdge Advisors, LLC | $13.6M | 532,337 | 0.04% | new | NEW |
| Hills Bank & Trust Co | $11.9M | 464,604 | 0.51% | 12q | +16.8%+$1.7M |
| HENGEHOLD CAPITAL MANAGEMENT LLC | $11.8M | 461,878 | 0.92% | 15q | +14.5%+$1.5M |
| LPL Financial LLC | $11.4M | 445,124 | 0.00% | 22q | +4.6%+$498.0K |
| UBS Group AG | $11.2M | 436,913 | 0.00% | 27q | +10.2%+$1.0M |
| Kathmere Capital Management, LLC | $10.3M | 403,121 | 0.55% | 12q | +31.6%+$2.5M |
| Paradiem, LLC | $10.1M | 395,462 | 2.18% | 2q | HELD |
| HOWLAND CAPITAL MANAGEMENT LLC | $9.6M | 375,297 | 0.35% | 11q | -9.2%-$975.7K |
| Praetorian Wealth Management, Inc. | $7.7M | 302,556 | 1.34% | 23q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.7M | 301,334 | 0.00% | 24q | +0.9%+$67.9K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.6M | 298,060 | 0.10% | 15q | +9.5%+$661.9K |
| Stratos Wealth Advisors, LLC | $7.3M | 284,461 | 0.40% | 6q | +9.3%+$619.1K |
| MORGAN STANLEY | $7.0M | 272,284 | 0.00% | 27q | +2.2%+$147.2K |
| ENVESTNET ASSET MANAGEMENT INC | $6.8M | 266,886 | 0.00% | 2q | +47.1%+$2.2M |
| Integrated Wealth Concepts LLC | $5.1M | 199,769 | 0.02% | 11q | +31.9%+$1.2M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.8M | 187,694 | 0.03% | 11q | +10.4%+$451.8K |
| ROYAL BANK OF CANADA | $4.7M | 184,153 | 0.00% | 25q | -1.5%-$72.0K |
| Cyndeo Wealth Partners, LLC | $4.6M | 179,513 | 0.22% | 7q | +10.1%+$422.1K |
| STIFEL FINANCIAL CORP | $4.5M | 175,777 | 0.00% | 11q | -21.6%-$1.2M |
| Sound View Wealth Advisors Group, LLC | $4.2M | 164,866 | 0.26% | 13q | +2.4%+$100.8K |
| CENTRAL TRUST Co | $3.9M | 154,066 | 0.07% | 28q | -4.6%-$192.1K |
| Beacon Pointe Advisors, LLC | $3.6M | 142,123 | 0.02% | 11q | HELD |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $3.4M | 132,560 | 0.12% | 9q | +3.1%+$102.3K |
| RAYMOND JAMES FINANCIAL INC | $3.3M | 127,204 | 0.00% | 7q | HELD |
| AMERIPRISE FINANCIAL INC | $3.2M | 126,845 | 0.00% | 16q | -35.9%-$1.8M |
| COLDSTREAM CAPITAL MANAGEMENT INC | $3.2M | 123,766 | 0.04% | 10q | +0.8%+$24.6K |
| Quantum Financial Advisors, LLC | $3.2M | 123,149 | 0.31% | 10q | -23.2%-$951.1K |
| Cypress Point Wealth Management, LLC | $3.1M | 119,536 | 0.62% | 11q | HELD |
| ASSETMARK, INC | $3.0M | 118,317 | 0.01% | 9q | +25.4%+$612.5K |
| SONATA CAPITAL GROUP INC | $2.7M | 104,442 | 0.86% | 4q | +0.9%+$25.1K |
| Atwater Malick LLC | $2.6M | 101,618 | 0.57% | 5q | +1.8%+$45.3K |
| Parkway Wealth Management Group, LLC | $2.6M | 100,372 | 0.30% | 3q | +2.7%+$67.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $2.5M | 99,285 | 0.17% | new | NEW |
| Valmark Advisers, Inc. | $2.2M | 87,768 | 0.02% | 15q | +12.3%+$245.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 87,590 | 0.00% | 16q | +3.9%+$83.9K |
| Cetera Investment Advisers | $2.2M | 87,419 | 0.00% | 7q | -1.1%-$24.0K |
| Summit Financial, LLC | $2.2M | 86,695 | 0.02% | 4q | +130.3%+$1.3M |
| MML INVESTORS SERVICES, LLC | $2.1M | 82,605 | 0.00% | new | NEW |
| SPINNAKER TRUST | $2.1M | 80,729 | 0.10% | 10q | +7.8%+$150.1K |
| Glenview Trust Co | $2.0M | 79,358 | 0.01% | 11q | +106.5%+$1.0M |
| Sanctuary Advisors, LLC | $2.0M | 78,570 | 0.01% | 9q | HELD |
| BLUE SQUARE ASSET MANAGEMENT, LLC | $1.9M | 74,490 | 0.77% | 11q | +1.1%+$21.1K |
| Ellis Investment Partners, LLC | $1.8M | 72,148 | 0.28% | 3q | HELD |
| Granite Harbor Advisors, Inc. | $1.8M | 72,126 | 0.73% | 8q | +13.3%+$216.9K |
| BENJAMIN EDWARDS INC | $1.8M | 71,357 | 0.02% | 8q | -30.3%-$794.4K |
| RIA Advisory Group LLC | $1.8M | 70,243 | 0.39% | 6q | +25.1%+$360.8K |
| Atlantic Union Bankshares Corp | $1.7M | 68,363 | 0.03% | 5q | -6.4%-$119.3K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $1.7M | 64,602 | 0.03% | 26q | -34.8%-$882.5K |
| Focus Partners Wealth | $1.6M | 63,025 | 0.00% | 11q | -16.0%-$306.4K |
| Brookstone Capital Management | $1.5M | 57,736 | 0.01% | 7q | +51.8%+$504.1K |
| TRUE Private Wealth Advisors | $1.4M | 56,019 | 0.12% | 3q | +78.9%+$631.8K |
| WOODMONT INVESTMENT COUNSEL LLC | $1.4M | 55,832 | 0.08% | 11q | -18.6%-$327.1K |
| Kastel Capital Advisors, LLC | $1.4M | 54,340 | 0.88% | 3q | HELD |
| Capital Investment Advisors, LLC | $1.3M | 52,576 | 0.02% | 15q | -0.7%-$9.7K |
| SENTINEL PENSION ADVISORS, LLC | $1.3M | 52,596 | 0.18% | 12q | +0.8%+$11.0K |
| Evergreen Private Wealth LLC | $1.3M | 51,630 | 0.49% | 11q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $1.3M | 50,029 | 0.00% | 26q | +115.9%+$687.0K |
| Godshalk Welsh Capital Management, Inc. | $1.3M | 49,500 | 0.68% | 6q | +5.3%+$63.9K |
| Lantz Financial LLC | $1.3M | 49,307 | 0.23% | 3q | +4.5%+$54.8K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $1.3M | 49,154 | 0.09% | 19q | HELD |
| Envision Financial Planning, LLC | $1.2M | 48,131 | 0.40% | 12q | +7.5%+$85.4K |
| GC Wealth Management RIA, LLC | $1.2M | 46,522 | 0.07% | 10q | +2.0%+$23.1K |
| Mariner, LLC | $1.2M | 46,358 | 0.00% | 11q | +2.8%+$32.7K |
| Rossmore Private Capital | $1.2M | 45,940 | 0.10% | 5q | +4.5%+$50.2K |
| SUMMITPOINT CAPITAL MANAGEMENT | $1.2M | 45,927 | 1.27% | 2q | HELD |
| Quantinno Capital Management LP | $1.1M | 43,133 | 0.00% | 4q | HELD |
| Financial Engines Advisors L.L.C. | $1.1M | 42,792 | 0.00% | 4q | HELD |
| PSI Advisors, LLC | $1.1M | 42,300 | 0.25% | 3q | -46.5%-$941.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.0M | 40,422 | 0.01% | 5q | +4.0%+$39.3K |
| OneDigital Investment Advisors LLC | $1.0M | 40,217 | 0.01% | 3q | -5.3%-$57.1K |
| Legacy Private Trust Co. | $1.0M | 39,523 | 0.06% | 18q | HELD |
| EP Wealth Advisors, LLC | $968.4K | 37,858 | 0.00% | new | NEW |
| Crews Bank & Trust | $962.3K | 37,621 | 0.13% | 7q | HELD |
| Jacobi Capital Management LLC | $944.6K | 36,927 | 0.05% | new | NEW |
| IHT Wealth Management, LLC | $939.7K | 36,736 | 0.02% | 2q | +35.4%+$245.5K |
| Stratos Wealth Partners, LTD. | $901.3K | 35,234 | 0.01% | 12q | HELD |
| Baird Financial Group, Inc. | $895.3K | 35,000 | 0.00% | 14q | HELD |
| Curbstone Financial Management Corp | $890.2K | 34,800 | 0.15% | 4q | HELD |
| Gryphon Financial Partners LLC | $882.1K | 34,485 | 0.08% | 5q | HELD |
| Wick Capital Partners, LLC | $861.1K | 33,664 | 0.13% | 4q | HELD |
| MEMBERS WEALTH LLC | $854.0K | 33,385 | 0.47% | 3q | +115.8%+$458.3K |
| HEFFERNAN ADVISORY, INC | $847.9K | 33,148 | 0.71% | 3q | HELD |
| First National Trust Co | $832.7K | 32,552 | 0.03% | 8q | -13.4%-$129.2K |
| REGIONS FINANCIAL CORP | $828.1K | 32,371 | 0.00% | 10q | +15.6%+$112.0K |
| Roof Eidam Maycock Peralta, LLC | $817.8K | 31,969 | 0.16% | 14q | HELD |
| IFP Advisors, Inc | $812.7K | 31,772 | 0.01% | 11q | +20.4%+$137.9K |
| Aspen Wealth Management LLC | $804.1K | 31,435 | 0.14% | 4q | -29.9%-$343.3K |
| Snowden Capital Advisors LLC | $803.2K | 31,400 | 0.02% | 10q | +1.3%+$10.2K |
| OSAIC HOLDINGS, INC. | $773.2K | 30,228 | 0.00% | 15q | +10.3%+$72.1K |
| Parallel Advisors, LLC | $765.4K | 29,923 | 0.01% | 13q | +2.7%+$20.1K |
| GOLDMAN SACHS GROUP INC | $762.2K | 29,796 | 0.00% | new | NEW |
Showing the largest 100 of 197 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 | 193 | $600.2M | 23,464,827 | 21 | 73 | 40 | 0.0% |
| Q1 2026 | 179 | $528.8M | 20,715,170 | 16 | 84 | 25 | 0.0% |
| Q4 2025 | 170 | $507.4M | 19,840,284 | 17 | 82 | 22 | 0.0% |
| Q3 2025 | 154 | $416.7M | 16,251,271 | 17 | 68 | 30 | 0.0% |
| Q2 2025 | 145 | $379.1M | 14,921,089 | 20 | 63 | 23 | 0.0% |
| Q1 2025 | 134 | $353.8M | 13,991,556 | 16 | 49 | 33 | 0.0% |
| Q4 2024 | 125 | $347.7M | 13,809,733 | 11 | 53 | 24 | 0.0% |
| Q3 2024 | 118 | $314.9M | 12,288,472 | 12 | 46 | 27 | 0.0% |
| Q2 2024 | 106 | $277.9M | 11,105,732 | 11 | 45 | 24 | 0.0% |
| Q1 2024 | 99 | $265.3M | 10,499,225 | 13 | 42 | 19 | 0.0% |
| Q4 2023 | 90 | $240.7M | 9,405,826 | 21 | 37 | 17 | 0.0% |
| Q3 2023 | 71 | $160.0M | 6,554,484 | 12 | 27 | 12 | 0.0% |
| Q2 2023 | 62 | $135.2M | 5,373,014 | 8 | 28 | 14 | 0.0% |
| Q1 2023 | 54 | $112.7M | 4,404,326 | 6 | 27 | 8 | 0.0% |
| Q4 2022 | 46 | $100.6M | 4,008,114 | 13 | 20 | 9 | 0.0% |
| Q3 2022 | 45 | $72.0M | 2,974,572 | 7 | 17 | 9 | 0.0% |
| Q2 2022 | 43 | $76.1M | 3,040,837 | 5 | 18 | 9 | 0.0% |
| Q1 2022 | 45 | $64.9M | 2,548,772 | 7 | 17 | 10 | 0.0% |
| Q4 2021 | 38 | $65.2M | 2,391,914 | 3 | 19 | 8 | 0.0% |
| Q3 2021 | 34 | $58.1M | 2,132,618 | 1 | 20 | 3 | 0.0% |
| Q2 2021 | 34 | $52.3M | 1,907,925 | 3 | 18 | 3 | 0.0% |
| Q1 2021 | 34 | $49.3M | 1,816,233 | 4 | 15 | 7 | 0.0% |
| Q4 2020 | 33 | $43.9M | 1,589,242 | 7 | 14 | 2 | 0.0% |
| Q3 2020 | 26 | $35.3M | 1,291,583 | 2 | 14 | 2 | 0.0% |
| Q2 2020 | 27 | $32.9M | 1,214,214 | 5 | 8 | 9 | 0.0% |
| Q1 2020 | 21 | $29.0M | 1,104,453 | 7 | 12 | 1 | 0.0% |
| Q4 2019 | 17 | $17.0M | 650,027 | 9 | 3 | 1 | 0.0% |
| Q3 2019 | 8 | $7.7M | 295,361 | 6 | 1 | 1 | 0.0% |
| Q2 2019 | 3 | $1.4M | 53,926 | 3 | 0 | 0 | 0.0% |