# ISHARES TR (IBMS)

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

- Reporting holders: 4
- Reported value: $554.3K
- 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 |
|---|---|---|---|---|
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $317.1K | 12,684 | 0.0% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $147.6K | 5,903 | 0.0% | 1 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $50.3K | 2,005 | 0.0% | 5 |
| [Sarver Vrooman Wealth Advisors](https://holderbook.com/funds/2076215-sarver-vrooman-wealth-advisors/) | $39.3K | 1,571 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 4 | $554.3K |
| Q2 2026 | 115 | $309.8M |
| Q1 2026 | 103 | $225.7M |
| Q4 2025 | 88 | $194.8M |
| Q3 2025 | 71 | $107.1M |
| Q2 2025 | 59 | $77.0M |
| Q1 2025 | 43 | $32.9M |
| Q4 2024 | 29 | $19.4M |
| Q3 2024 | 11 | $5.6M |
| Q2 2024 | 2 | $2.0M |