# ISHARES TR (IBMR)

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

- Reporting holders: 7
- Reported value: $3.2M
- 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 |
|---|---|---|---|---|
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $2.2M | 87,116 | 0.0% | 13 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $319.4K | 12,915 | 0.1% | 1 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $293.4K | 11,863 | 0.0% | 8 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $226.0K | 9,960 | 0.0% | 1 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $157.9K | 6,385 | 0.0% | 1 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $50.5K | 2,038 | 0.0% | 5 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $27.2K | 1,100 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 7 | $3.2M |
| Q2 2026 | 144 | $439.5M |
| Q1 2026 | 129 | $360.6M |
| Q4 2025 | 120 | $316.1M |
| Q3 2025 | 115 | $240.3M |
| Q2 2025 | 107 | $218.1M |
| Q1 2025 | 96 | $192.1M |
| Q4 2024 | 84 | $154.4M |
| Q3 2024 | 56 | $114.0M |
| Q2 2024 | 50 | $81.5M |
| Q1 2024 | 46 | $73.5M |
| Q4 2023 | 37 | $56.1M |