ISHARES TR (IBMR)
Institutional ownership reported to the SEC as of Q2 2026, across 14 quarters.
141
Reporting holders
$419.4M
Reported value
0.0%
Held as options
+16
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 | $88.4M | 3,480,982 | 0.05% | 7q | +102.4%+$44.7M |
| BANK OF AMERICA CORP /DE/ | $43.3M | 1,706,589 | 0.00% | 11q | +11.0%+$4.3M |
| Clearstead Advisors, LLC | $25.6M | 1,006,875 | 0.24% | 9q | +2.8%+$685.7K |
| HighTower Advisors, LLC | $18.7M | 736,560 | 0.02% | 9q | HELD |
| LBMC INVESTMENT ADVISORS, LLC | $13.2M | 520,275 | 0.72% | 7q | +6.7%+$832.3K |
| WELLS FARGO & COMPANY/MN | $11.1M | 438,879 | 0.00% | 9q | -47.9%-$10.3M |
| US BANCORP \DE\ | $10.8M | 423,777 | 0.01% | 7q | +10.5%+$1.0M |
| Paradiem, LLC | $10.1M | 396,376 | 2.17% | 2q | HELD |
| Kathmere Capital Management, LLC | $8.8M | 347,332 | 0.47% | 8q | +27.3%+$1.9M |
| Lido Advisors, LLC | $8.6M | 338,574 | 0.02% | 7q | -2.5%-$222.5K |
| LPL Financial LLC | $7.1M | 281,078 | 0.00% | 10q | +13.7%+$859.6K |
| RAYMOND JAMES FINANCIAL INC | $6.8M | 266,224 | 0.00% | 7q | +4.2%+$274.7K |
| ENVESTNET ASSET MANAGEMENT INC | $6.7M | 262,751 | 0.00% | 2q | +48.5%+$2.2M |
| Praetorian Wealth Management, Inc. | $6.4M | 253,195 | 1.11% | 11q | +1.8%+$111.4K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.4M | 250,503 | 0.08% | 7q | +13.5%+$755.3K |
| UBS Group AG | $5.9M | 233,264 | 0.00% | 11q | +4.1%+$232.0K |
| MORGAN STANLEY | $5.0M | 197,333 | 0.00% | 7q | +8.1%+$373.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.7M | 185,667 | 0.03% | 7q | +10.5%+$446.8K |
| Cyndeo Wealth Partners, LLC | $4.5M | 175,874 | 0.21% | 3q | +9.4%+$382.0K |
| STIFEL FINANCIAL CORP | $4.3M | 171,140 | 0.00% | 7q | -0.6%-$28.0K |
| Integrated Wealth Concepts LLC | $4.3M | 170,744 | 0.02% | 7q | +48.3%+$1.4M |
| Kesler, Norman & Wride, LLC | $3.8M | 165,926 | 0.61% | new | NEW |
| Odyssey Group, LLC | $3.6M | 141,310 | 0.97% | new | FIRST |
| COLDSTREAM CAPITAL MANAGEMENT INC | $3.4M | 135,517 | 0.04% | 10q | +0.9%+$30.6K |
| HOWLAND CAPITAL MANAGEMENT LLC | $3.4M | 134,931 | 0.12% | 8q | -20.6%-$889.7K |
| ASSETMARK, INC | $3.4M | 133,266 | 0.01% | 7q | +49.4%+$1.1M |
| CENTRAL TRUST Co | $3.3M | 131,688 | 0.06% | 11q | -5.8%-$205.8K |
| LITTLEJOHN FINANCIAL SERVICES, INC. | $3.3M | 142,624 | 2.40% | new | NEW |
| Cypress Point Wealth Management, LLC | $3.0M | 119,718 | 0.62% | new | NEW |
| ROYAL BANK OF CANADA | $2.9M | 113,280 | 0.00% | 11q | +0.8%+$24.1K |
| Parkway Wealth Management Group, LLC | $2.6M | 100,692 | 0.30% | 3q | +2.7%+$67.7K |
| Summit Financial, LLC | $2.5M | 99,608 | 0.03% | 4q | -18.8%-$587.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.4M | 95,506 | 0.00% | 8q | +8.3%+$184.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $2.4M | 92,949 | 0.09% | 8q | +4.5%+$101.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.2M | 88,291 | 0.00% | 11q | -2.3%-$52.7K |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | $2.2M | 87,480 | 0.03% | 12q | +0.9%+$19.6K |
| Kestra Advisory Services, LLC | $2.2M | 84,962 | 0.01% | 8q | +5.7%+$115.4K |
| Cetera Investment Advisers | $2.1M | 82,839 | 0.00% | 6q | HELD |
| Valmark Advisers, Inc. | $2.1M | 82,750 | 0.02% | 10q | +15.9%+$288.2K |
| WOODMONT INVESTMENT COUNSEL LLC | $2.1M | 81,260 | 0.11% | 8q | -18.9%-$481.0K |
| BENJAMIN EDWARDS INC | $2.0M | 78,598 | 0.02% | 5q | +2.6%+$50.9K |
| Sound View Wealth Advisors Group, LLC | $2.0M | 77,650 | 0.12% | 11q | HELD |
| MML INVESTORS SERVICES, LLC | $1.9M | 75,855 | 0.00% | new | NEW |
| SPINNAKER TRUST | $1.9M | 74,499 | 0.09% | 5q | +21.7%+$337.1K |
| Atlantic Union Bankshares Corp | $1.9M | 73,068 | 0.03% | 5q | +5.7%+$99.9K |
| Ellis Investment Partners, LLC | $1.8M | 72,517 | 0.28% | 3q | HELD |
| Hills Bank & Trust Co | $1.8M | 72,120 | 0.08% | 6q | +32.5%+$448.7K |
| Granite Harbor Advisors, Inc. | $1.8M | 70,078 | 0.70% | 6q | +14.8%+$229.5K |
| RIA Advisory Group LLC | $1.7M | 68,631 | 0.38% | 3q | +30.2%+$404.3K |
| Curbstone Financial Management Corp | $1.7M | 66,170 | 0.29% | 5q | HELD |
| NewEdge Advisors, LLC | $1.6M | 63,985 | 0.00% | new | NEW |
| TRUE Private Wealth Advisors | $1.6M | 63,570 | 0.14% | 3q | +57.6%+$590.1K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | $1.6M | 62,894 | 0.65% | 7q | HELD |
| Brookstone Capital Management | $1.5M | 58,090 | 0.01% | 6q | +52.5%+$507.9K |
| SENTINEL PENSION ADVISORS, LLC | $1.3M | 51,487 | 0.17% | 7q | +0.8%+$10.9K |
| Godshalk Welsh Capital Management, Inc. | $1.2M | 48,500 | 0.66% | 5q | +5.4%+$63.5K |
| Rossmore Private Capital | $1.2M | 47,408 | 0.10% | 5q | +0.8%+$9.4K |
| GC Wealth Management RIA, LLC | $1.2M | 46,789 | 0.07% | 10q | +2.0%+$23.7K |
| Elequin Capital, LP | $1.2M | 46,216 | 0.03% | new | NEW |
| OSAIC HOLDINGS, INC. | $1.1M | 44,807 | 0.00% | 10q | +7.9%+$83.4K |
| Envision Financial Planning, LLC | $1.1M | 44,351 | 0.37% | 7q | HELD |
| MEMBERS WEALTH LLC | $1.1M | 44,171 | 0.61% | 4q | +76.1%+$484.6K |
| Beacon Pointe Advisors, LLC | $1.1M | 43,157 | 0.01% | 7q | +1.0%+$10.9K |
| FF Advisors,LLC | $1.1M | 42,640 | 0.41% | 11q | -11.7%-$143.4K |
| Capital Investment Advisors, LLC | $1.1M | 41,892 | 0.01% | 11q | HELD |
| Jacobi Capital Management LLC | $942.7K | 37,128 | 0.05% | new | NEW |
| 10Elms LLP | $878.5K | 34,600 | 0.37% | 7q | +33.1%+$218.4K |
| Glenview Trust Co | $876.3K | 34,538 | 0.01% | 10q | +122.6%+$482.5K |
| JAMES INVESTMENT RESEARCH, INC. | $847.3K | 33,371 | 0.09% | 11q | HELD |
| Roof Eidam Maycock Peralta, LLC | $840.4K | 33,100 | 0.17% | 10q | HELD |
| IFP Advisors, Inc | $840.4K | 33,100 | 0.02% | 7q | +23.1%+$157.8K |
| Rockefeller Capital Management L.P. | $830.7K | 32,715 | 0.00% | 11q | -14.6%-$142.4K |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $807.2K | 31,792 | 0.06% | 9q | HELD |
| Snowden Capital Advisors LLC | $787.1K | 31,000 | 0.02% | 10q | HELD |
| Aspen Wealth Management LLC | $755.5K | 29,757 | 0.13% | 4q | -31.2%-$342.2K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $733.9K | 28,905 | 0.14% | 2q | +15.4%+$98.1K |
| Parallel Advisors, LLC | $716.7K | 28,227 | 0.01% | 12q | +2.9%+$20.1K |
| CITADEL ADVISORS LLC | $673.6K | 26,531 | 0.00% | new | NEW |
| Creative Planning | $669.9K | 26,384 | 0.00% | 4q | -19.1%-$158.5K |
| Financial Advisory Corp | $661.8K | 26,067 | 0.09% | 3q | -14.4%-$111.4K |
| OneDigital Investment Advisors LLC | $655.3K | 25,809 | 0.01% | 3q | -6.7%-$46.9K |
| OneAscent Financial Services LLC | $591.6K | 23,299 | 0.03% | new | NEW |
| SMITH, MOORE & CO. | $590.4K | 23,253 | 0.04% | 5q | +10.4%+$55.8K |
| CFS Investment Advisory Services, LLC | $586.6K | 23,134 | 0.04% | 7q | -15.1%-$104.1K |
| Modern Wealth Management, LLC | $573.9K | 22,604 | 0.01% | new | NEW |
| Strid Group, LLC | $545.9K | 21,500 | 0.06% | 2q | HELD |
| Newman Dignan & Sheerar, Inc. | $516.5K | 20,342 | 0.10% | 5q | HELD |
| Paradigm, Strategies in Wealth Management, LLC | $512.1K | 20,170 | 0.31% | 8q | +12.1%+$55.2K |
| SONATA CAPITAL GROUP INC | $499.5K | 19,673 | 0.16% | 2q | HELD |
| Sovereign Financial Group, Inc. | $499.0K | 19,654 | 0.08% | 2q | HELD |
| Atwater Malick LLC | $489.1K | 19,265 | 0.11% | 3q | +10.2%+$45.3K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $485.1K | 19,104 | 0.11% | new | NEW |
| Crews Bank & Trust | $460.2K | 18,125 | 0.06% | 7q | HELD |
| Carnegie Investment Counsel | $406.2K | 16,000 | 0.01% | new | NEW |
| PSI Advisors, LLC | $350.4K | 13,800 | 0.08% | 3q | -42.0%-$253.9K |
| CAPTRUST FINANCIAL ADVISORS | $344.9K | 13,583 | 0.00% | new | NEW |
| Financial Engines Advisors L.L.C. | $342.5K | 13,491 | 0.00% | 4q | -1.6%-$5.6K |
| Klingman & Associates, LLC | $342.5K | 13,490 | 0.01% | 12q | -10.5%-$40.0K |
| Wick Capital Partners, LLC | $340.9K | 13,428 | 0.05% | new | NEW |
| REGIONS FINANCIAL CORP | $337.1K | 13,276 | 0.00% | new | NEW |
Showing the largest 100 of 144 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 | 141 | $419.4M | 16,545,800 | 27 | 56 | 25 | 0.0% |
| Q1 2026 | 125 | $352.4M | 13,925,232 | 19 | 59 | 21 | 0.0% |
| Q4 2025 | 115 | $308.4M | 12,137,444 | 14 | 59 | 12 | 0.0% |
| Q3 2025 | 109 | $237.2M | 9,311,504 | 13 | 54 | 18 | 0.0% |
| Q2 2025 | 101 | $214.5M | 8,491,664 | 18 | 48 | 15 | 0.0% |
| Q1 2025 | 92 | $190.2M | 7,597,553 | 16 | 42 | 10 | 0.0% |
| Q4 2024 | 82 | $153.4M | 6,145,728 | 29 | 26 | 7 | 0.0% |
| Q3 2024 | 55 | $113.7M | 4,462,294 | 13 | 29 | 5 | 0.0% |
| Q2 2024 | 48 | $81.2M | 3,267,241 | 9 | 22 | 9 | 0.0% |
| Q1 2024 | 44 | $73.1M | 2,899,760 | 13 | 18 | 6 | 0.0% |
| Q4 2023 | 35 | $55.8M | 2,178,430 | 24 | 4 | 0 | 0.0% |
| Q3 2023 | 10 | $9.6M | 431,001 | 5 | 3 | 1 | 0.0% |
| Q2 2023 | 6 | $1.5M | 61,012 | 6 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $1.7M | 66,049 | 1 | 0 | 0 | 0.0% |