ISHARES TR (IBMT)
Institutional ownership reported to the SEC as of Q2 2026, across 6 quarters.
73
Reporting holders
$101.0M
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 | $24.7M | 956,994 | 0.02% | 3q | +180.0%+$15.9M |
| HighTower Advisors, LLC | $16.7M | 647,902 | 0.02% | 3q | +133.1%+$9.5M |
| US BANCORP \DE\ | $5.8M | 224,997 | 0.01% | 3q | +24.9%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $4.1M | 157,299 | 0.00% | 3q | +40.7%+$1.2M |
| Praetorian Wealth Management, Inc. | $3.7M | 141,610 | 0.63% | 3q | +8.9%+$298.6K |
| LBMC INVESTMENT ADVISORS, LLC | $3.4M | 132,100 | 0.18% | 4q | +4.8%+$156.5K |
| Hills Bank & Trust Co | $2.9M | 112,191 | 0.12% | 4q | +150.0%+$1.7M |
| Quantum Financial Advisors, LLC | $2.7M | 103,665 | 0.26% | 4q | -26.3%-$956.2K |
| Focus Partners Wealth | $2.6M | 100,855 | 0.00% | new | NEW |
| COLDSTREAM CAPITAL MANAGEMENT INC | $2.5M | 97,400 | 0.03% | 4q | +14.4%+$315.6K |
| ASSETMARK, INC | $2.1M | 82,698 | 0.00% | new | NEW |
| Ellis Investment Partners, LLC | $1.8M | 71,293 | 0.28% | 3q | HELD |
| ROYAL BANK OF CANADA | $1.5M | 57,275 | 0.00% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 46,544 | 0.00% | 3q | HELD |
| Kestra Advisory Services, LLC | $1.2M | 45,977 | 0.00% | 3q | +54.6%+$418.8K |
| NewEdge Advisors, LLC | $1.0M | 40,334 | 0.00% | new | NEW |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.0M | 40,081 | 0.01% | 4q | -5.5%-$59.9K |
| GC Wealth Management RIA, LLC | $1.0M | 39,362 | 0.06% | 2q | +27.7%+$220.6K |
| CENTRAL TRUST Co | $985.7K | 38,207 | 0.02% | 3q | +11.1%+$98.1K |
| SPINNAKER TRUST | $945.1K | 36,631 | 0.05% | 3q | +35.9%+$249.4K |
| Jacobi Capital Management LLC | $944.7K | 36,618 | 0.05% | new | NEW |
| Curbstone Financial Management Corp | $940.4K | 36,450 | 0.16% | 2q | +58.5%+$347.0K |
| Atlantic Union Bankshares Corp | $934.6K | 36,223 | 0.02% | 5q | +2.8%+$25.5K |
| UBS Group AG | $844.3K | 32,723 | 0.00% | 2q | +1191.4%+$778.9K |
| Cyndeo Wealth Partners, LLC | $827.7K | 32,081 | 0.04% | 2q | +129.0%+$466.3K |
| Valmark Advisers, Inc. | $803.5K | 31,144 | 0.01% | 3q | +5.8%+$44.2K |
| GOLDMAN SACHS GROUP INC | $790.9K | 30,656 | 0.00% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $710.3K | 27,530 | 0.03% | 5q | +12.9%+$80.9K |
| IFP Advisors, Inc | $643.9K | 24,958 | 0.01% | 5q | +67.6%+$259.8K |
| LPL Financial LLC | $635.9K | 24,649 | 0.00% | 2q | +66.5%+$254.0K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $628.2K | 24,350 | 0.14% | 3q | +47.2%+$201.3K |
| Sanctuary Advisors, LLC | $613.7K | 23,789 | 0.00% | 3q | HELD |
| STIFEL FINANCIAL CORP | $584.0K | 22,637 | 0.00% | 3q | +5.8%+$32.0K |
| Godshalk Welsh Capital Management, Inc. | $541.8K | 21,000 | 0.29% | 3q | +23.5%+$103.2K |
| Rossmore Private Capital | $527.7K | 20,454 | 0.04% | 4q | +99.5%+$263.2K |
| Paradigm, Strategies in Wealth Management, LLC | $513.6K | 19,906 | 0.31% | 2q | +50.1%+$171.4K |
| Aspen Wealth Management LLC | $502.4K | 19,473 | 0.09% | 4q | -54.5%-$601.1K |
| Newman Dignan & Sheerar, Inc. | $490.3K | 19,005 | 0.09% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $443.5K | 17,191 | 0.00% | 2q | +29.5%+$101.1K |
| RAYMOND JAMES FINANCIAL INC | $440.3K | 17,066 | 0.00% | 5q | +2.4%+$10.3K |
| Parallel Advisors, LLC | $402.5K | 15,600 | 0.01% | 3q | HELD |
| SIGMA INVESTMENT COUNSELORS INC | $377.5K | 14,630 | 0.02% | 3q | HELD |
| HOWLAND CAPITAL MANAGEMENT LLC | $370.5K | 14,360 | 0.01% | 3q | +46.5%+$117.6K |
| Balefire, LLC | $335.3K | 12,997 | 0.05% | new | NEW |
| IFG Advisory, LLC | $306.2K | 11,869 | 0.01% | new | NEW |
| Syntegra Private Wealth Group, LLC | $299.0K | 11,591 | 0.02% | 3q | HELD |
| Heritage Family Offices, LLP | $281.8K | 10,923 | 0.11% | new | NEW |
| Pacific Excel Wealth Advisors, Inc. | $281.8K | 10,923 | 0.11% | new | NEW |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $279.7K | 10,840 | 0.04% | 2q | HELD |
| Sterling Investment Advisors, Ltd. | $278.0K | 10,775 | 0.05% | new | NEW |
| MEMBERS WEALTH LLC | $254.6K | 9,867 | 0.14% | new | NEW |
| Capital Investment Advisors, LLC | $253.0K | 9,807 | 0.00% | 3q | -4.4%-$11.7K |
| Cornell Pochily Investment Advisors, Inc. | $232.1K | 8,995 | 0.06% | 2q | -1.7%-$4.0K |
| Archford Capital Strategies, LLC | $220.4K | 8,542 | 0.02% | new | NEW |
| Cetera Investment Advisers | $214.2K | 8,303 | 0.00% | 2q | -83.1%-$1.1M |
| Carnegie Investment Counsel | $206.4K | 8,000 | 0.00% | new | NEW |
| MORGAN STANLEY | $187.9K | 7,284 | 0.00% | 3q | +15.4%+$25.1K |
| Addison Advisors LLC | $130.8K | 5,070 | 0.06% | 5q | +58.2%+$48.1K |
| Crews Bank & Trust | $109.7K | 4,250 | 0.01% | 4q | HELD |
| Princeton Global Asset Management LLC | $100.1K | 3,880 | 0.01% | new | NEW |
| 10Elms LLP | $90.3K | 3,500 | 0.04% | 4q | +3400.0%+$87.7K |
| HARBOUR INVESTMENTS, INC. | $88.3K | 3,421 | 0.00% | 4q | +0.6% |
| Global Retirement Partners, LLC | $81.8K | 3,169 | 0.00% | 3q | +7.2%+$5.5K |
| MidFirst Bank | $79.2K | 3,070 | 0.01% | 2q | +207.0%+$53.4K |
| Bullock Wealth Management Group | $51.9K | 2,016 | 0.02% | new | FIRST |
| JPMORGAN CHASE & CO | $47.1K | 1,825 | 0.00% | 2q | +481.2%+$39.0K |
| OSAIC HOLDINGS, INC. | $41.3K | 1,600 | 0.00% | 5q | HELD |
| Sarver Vrooman Wealth Advisors | $40.5K | 1,576 | 0.02% | 4q | +24.9%+$8.1K |
| ADIRONDACK TRUST CO | $34.9K | 1,354 | 0.01% | 3q | HELD |
| BARRETT & COMPANY, INC. | $25.8K | 1,000 | 0.01% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.3K | 708 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $12.2K | 472 | 0.00% | new | NEW |
| BlackRock, Inc. | $1.7K | 65 | 0.00% | 6q | HELD |
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 | 73 | $101.0M | 3,913,600 | 16 | 36 | 6 | 0.0% |
| Q1 2026 | 57 | $61.5M | 2,395,199 | 12 | 31 | 2 | 0.0% |
| Q4 2025 | 49 | $51.8M | 1,998,006 | 27 | 10 | 3 | 0.0% |
| Q3 2025 | 24 | $19.4M | 749,260 | 14 | 6 | 0 | 0.0% |
| Q2 2025 | 10 | $2.3M | 89,830 | 8 | 0 | 2 | 0.0% |
| Q1 2025 | 2 | $2.4M | 93,898 | 2 | 0 | 0 | 0.0% |