ISHARES TR (IBMS)
Institutional ownership reported to the SEC as of Q2 2026, across 9 quarters.
114
Reporting holders
$302.4M
Reported value
0.0%
Held as options
+13
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 | $91.8M | 3,547,442 | 0.06% | 5q | +102.5%+$46.4M |
| Clearstead Advisors, LLC | $24.1M | 930,943 | 0.23% | 4q | +3.5%+$820.1K |
| HighTower Advisors, LLC | $18.8M | 728,112 | 0.02% | 7q | +104.1%+$9.6M |
| COMMUNITY TRUST & INVESTMENT CO | $9.9M | 381,639 | 0.51% | 2q | +108.2%+$5.1M |
| BANK OF AMERICA CORP /DE/ | $9.5M | 367,091 | 0.00% | 6q | +26.1%+$2.0M |
| Kathmere Capital Management, LLC | $9.1M | 351,990 | 0.48% | 3q | -28.3%-$3.6M |
| LBMC INVESTMENT ADVISORS, LLC | $8.4M | 323,023 | 0.45% | 6q | +20.0%+$1.4M |
| US BANCORP \DE\ | $8.0M | 310,037 | 0.01% | 7q | +1.5%+$119.6K |
| ENVESTNET ASSET MANAGEMENT INC | $6.5M | 252,630 | 0.00% | 2q | +51.2%+$2.2M |
| Praetorian Wealth Management, Inc. | $5.7M | 220,855 | 0.99% | 7q | +3.1%+$171.2K |
| WELLS FARGO & COMPANY/MN | $5.7M | 218,763 | 0.00% | 3q | -45.4%-$4.7M |
| JANE STREET GROUP, LLC | $5.4M | 209,528 | 0.00% | 3q | +218.5%+$3.7M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.6M | 175,941 | 0.03% | 6q | +8.1%+$341.6K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $4.0M | 155,512 | 0.05% | 8q | +4.7%+$182.4K |
| NewEdge Advisors, LLC | $3.9M | 151,475 | 0.01% | new | NEW |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.9M | 151,422 | 0.05% | 8q | +7.6%+$276.6K |
| CENTRAL TRUST Co | $3.7M | 142,579 | 0.07% | 7q | -0.9%-$34.5K |
| Lido Advisors, LLC | $3.2M | 122,151 | 0.01% | 2q | -2.0%-$63.3K |
| Cypress Point Wealth Management, LLC | $3.0M | 115,000 | 0.61% | 3q | HELD |
| LPL Financial LLC | $2.9M | 111,968 | 0.00% | 6q | +31.7%+$697.7K |
| Summit Financial, LLC | $2.9M | 111,520 | 0.03% | 4q | +4.5%+$124.6K |
| Quantum Financial Advisors, LLC | $2.9M | 110,543 | 0.28% | 6q | -25.3%-$970.6K |
| ASSETMARK, INC | $2.7M | 105,906 | 0.00% | 4q | +33.8%+$692.3K |
| UBS Group AG | $2.7M | 103,453 | 0.00% | 4q | +70.3%+$1.1M |
| MORGAN STANLEY | $2.5M | 95,919 | 0.00% | 3q | -11.5%-$321.3K |
| ROYAL BANK OF CANADA | $2.1M | 79,784 | 0.00% | 7q | +7.1%+$136.2K |
| MML INVESTORS SERVICES, LLC | $1.9M | 74,015 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $1.9M | 72,751 | 0.01% | 6q | +3.7%+$66.4K |
| Ellis Investment Partners, LLC | $1.8M | 70,835 | 0.28% | 3q | HELD |
| Hills Bank & Trust Co | $1.7M | 67,088 | 0.07% | 3q | +359.4%+$1.4M |
| Atlantic Union Bankshares Corp | $1.6M | 63,752 | 0.03% | 5q | +0.6%+$10.0K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | $1.6M | 60,387 | 0.63% | 4q | +1.6%+$24.2K |
| Focus Partners Wealth | $1.5M | 56,651 | 0.00% | 5q | +34.3%+$374.1K |
| RAYMOND JAMES FINANCIAL INC | $1.4M | 55,850 | 0.00% | 6q | +2.8%+$39.9K |
| Brookstone Capital Management | $1.4M | 53,321 | 0.01% | 3q | +45.4%+$431.0K |
| SENTINEL PENSION ADVISORS, LLC | $1.4M | 53,112 | 0.18% | 2q | +12.0%+$147.1K |
| Argo Wealth Advisory, LLC | $1.3M | 49,217 | 0.70% | 3q | -1.6%-$21.1K |
| TRUE Private Wealth Advisors | $1.3M | 49,125 | 0.11% | 3q | +76.1%+$549.1K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.3M | 48,557 | 0.00% | 4q | +4.9%+$58.8K |
| GC Wealth Management RIA, LLC | $1.2M | 46,063 | 0.07% | 7q | +4.5%+$51.0K |
| SPINNAKER TRUST | $1.2M | 45,362 | 0.06% | 3q | +43.9%+$357.9K |
| Godshalk Welsh Capital Management, Inc. | $1.1M | 42,500 | 0.59% | 4q | +32.8%+$271.6K |
| Sound View Wealth Advisors Group, LLC | $1.1M | 41,328 | 0.07% | 7q | +1.0%+$10.3K |
| Cetera Investment Advisers | $1.0M | 39,734 | 0.00% | 7q | +0.7%+$6.9K |
| Cyndeo Wealth Partners, LLC | $1.0M | 39,733 | 0.05% | 2q | +61.1%+$390.0K |
| Jacobi Capital Management LLC | $942.1K | 36,417 | 0.05% | new | NEW |
| Sanctuary Advisors, LLC | $939.5K | 36,316 | 0.00% | 3q | HELD |
| Newman Dignan & Sheerar, Inc. | $928.2K | 35,878 | 0.18% | 5q | HELD |
| PFG Private Wealth Management, LLC | $923.9K | 35,714 | 0.40% | 3q | -1.5%-$13.6K |
| Granite Harbor Advisors, Inc. | $912.1K | 35,256 | 0.36% | 3q | +67.2%+$366.6K |
| Curbstone Financial Management Corp | $896.4K | 34,650 | 0.15% | 3q | +63.4%+$348.0K |
| Rossmore Private Capital | $889.0K | 34,363 | 0.07% | 5q | +124.1%+$492.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $863.6K | 33,382 | 0.00% | 7q | +18.3%+$133.8K |
| Capital Investment Advisors, LLC | $842.4K | 32,564 | 0.01% | 7q | -1.3%-$11.0K |
| Valmark Advisers, Inc. | $806.6K | 31,178 | 0.01% | 7q | +5.5%+$42.1K |
| Elequin Capital, LP | $796.3K | 30,782 | 0.02% | new | NEW |
| NESTEGG ADVISORS, INC. | $778.9K | 30,109 | 0.55% | 7q | -49.6%-$767.1K |
| Aspen Wealth Management LLC | $757.3K | 29,272 | 0.13% | 4q | -31.0%-$340.2K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $745.7K | 28,825 | 0.03% | 5q | +16.6%+$106.1K |
| STIFEL FINANCIAL CORP | $725.9K | 28,061 | 0.00% | 5q | +28.7%+$162.1K |
| SILVERLAKE WEALTH MANAGEMENT LLC | $701.8K | 27,126 | 0.13% | 2q | +40.2%+$201.2K |
| MEMBERS WEALTH LLC | $656.9K | 25,390 | 0.36% | 2q | +55.3%+$233.8K |
| OneAscent Financial Services LLC | $654.8K | 25,313 | 0.03% | 2q | +157.3%+$400.3K |
| Integrated Wealth Concepts LLC | $581.7K | 22,484 | 0.00% | 2q | +101.2%+$292.6K |
| Modern Wealth Management, LLC | $572.4K | 22,125 | 0.01% | new | NEW |
| CFS Investment Advisory Services, LLC | $571.8K | 22,085 | 0.04% | 3q | -13.2%-$86.8K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $569.8K | 22,025 | 0.13% | 5q | +63.4%+$221.1K |
| SMITH, MOORE & CO. | $542.3K | 20,962 | 0.04% | 3q | +6.3%+$32.0K |
| Beacon Pointe Advisors, LLC | $484.9K | 18,742 | 0.00% | 2q | HELD |
| IFP Advisors, Inc | $484.0K | 18,710 | 0.01% | 6q | +44.1%+$148.2K |
| Roof Eidam Maycock Peralta, LLC | $461.8K | 17,850 | 0.09% | 5q | HELD |
| Parallel Advisors, LLC | $442.9K | 17,122 | 0.01% | 8q | +4.8%+$20.1K |
| Paradigm, Strategies in Wealth Management, LLC | $429.1K | 16,585 | 0.26% | 8q | +18.5%+$66.9K |
| Carnegie Investment Counsel | $413.9K | 16,000 | 0.01% | new | NEW |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | $351.2K | 13,574 | 0.03% | 2q | HELD |
| Wick Capital Partners, LLC | $343.0K | 13,258 | 0.05% | new | NEW |
| Financial Engines Advisors L.L.C. | $341.9K | 13,215 | 0.00% | 4q | -2.3%-$8.0K |
| OneDigital Investment Advisors LLC | $340.4K | 13,160 | 0.00% | 3q | -8.1%-$30.0K |
| Balefire, LLC | $328.1K | 12,684 | 0.05% | 2q | HELD |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $319.8K | 12,360 | 0.05% | 2q | +3.2%+$10.0K |
| Freestone Capital Holdings, LLC | $295.7K | 11,431 | 0.01% | 4q | HELD |
| Crews Bank & Trust | $292.3K | 11,300 | 0.04% | 6q | HELD |
| WJ Wealth Management, LLC | $284.6K | 11,000 | 0.11% | new | NEW |
| Heritage Family Offices, LLP | $282.0K | 10,900 | 0.11% | new | NEW |
| Pacific Excel Wealth Advisors, Inc. | $282.0K | 10,900 | 0.11% | new | NEW |
| IFG Advisory, LLC | $278.3K | 10,756 | 0.01% | new | NEW |
| Foundry Financial Group, Inc. | $270.8K | 10,468 | 0.12% | 3q | +3.9%+$10.2K |
| WOODMONT INVESTMENT COUNSEL LLC | $247.0K | 9,546 | 0.01% | 4q | -28.0%-$96.3K |
| Segment Wealth Management, LLC | $245.5K | 9,490 | 0.01% | 7q | HELD |
| Cornell Pochily Investment Advisors, Inc. | $231.3K | 8,940 | 0.06% | 5q | -1.7%-$4.0K |
| WealthBridge Capital Management, LLC | $222.9K | 8,618 | 0.04% | 2q | +7.5%+$15.6K |
| Archford Capital Strategies, LLC | $222.5K | 8,601 | 0.02% | 6q | -18.7%-$51.2K |
| CAPTRUST FINANCIAL ADVISORS | $220.3K | 8,514 | 0.00% | new | NEW |
| HOWLAND CAPITAL MANAGEMENT LLC | $216.8K | 8,380 | 0.01% | new | NEW |
| Quantinno Capital Management LP | $204.4K | 7,902 | 0.00% | new | NEW |
| 10Elms LLP | $202.3K | 7,820 | 0.09% | 7q | +14.7%+$25.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $201.4K | 7,787 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $200.7K | 7,757 | 0.00% | 2q | -39.9%-$133.0K |
| EP Wealth Advisors, LLC | $179.1K | 6,924 | 0.00% | new | NEW |
| Physician Wealth Advisors, Inc. | $168.2K | 6,500 | 0.02% | 5q | HELD |
Showing the largest 100 of 115 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 | 114 | $302.4M | 11,688,965 | 18 | 60 | 20 | 0.0% |
| Q1 2026 | 101 | $224.2M | 8,678,666 | 20 | 49 | 10 | 0.0% |
| Q4 2025 | 86 | $194.2M | 7,452,468 | 23 | 41 | 8 | 0.0% |
| Q3 2025 | 68 | $106.2M | 4,073,904 | 17 | 33 | 5 | 0.0% |
| Q2 2025 | 56 | $76.1M | 2,965,379 | 18 | 25 | 5 | 0.0% |
| Q1 2025 | 40 | $32.0M | 1,259,367 | 14 | 17 | 4 | 0.0% |
| Q4 2024 | 27 | $18.9M | 744,839 | 16 | 6 | 1 | 0.0% |
| Q3 2024 | 11 | $5.6M | 218,377 | 9 | 1 | 0 | 0.0% |
| Q2 2024 | 2 | $2.0M | 78,443 | 2 | 0 | 0 | 0.0% |