# ISHARES TR (IBMU)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBMU/

- Reporting holders: 17
- Reported value: $8.1M
- 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 |
|---|---|---|---|---|
| [Quantum Financial Advisors, LLC](https://holderbook.com/funds/1929139-quantum-financial-advisors-llc/) | $2.3M | 91,626 | 0.2% | 1 |
| [LBMC INVESTMENT ADVISORS, LLC](https://holderbook.com/funds/1536924-lbmc-investment-advisors-llc/) | $1.3M | 49,365 | 0.1% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $977.3K | 38,433 | 0.0% | 2 |
| [COLDSTREAM CAPITAL MANAGEMENT INC](https://holderbook.com/funds/1082339-coldstream-capital-management-inc/) | $722.8K | 28,425 | 0.0% | 1 |
| [Hills Bank & Trust Co](https://holderbook.com/funds/1309148-hills-bank-trust-co/) | $603.1K | 23,716 | 0.0% | 1 |
| [Carnegie Investment Counsel](https://holderbook.com/funds/1511506-carnegie-investment-counsel/) | $406.9K | 16,000 | 0.0% | 1 |
| [Rossmore Private Capital](https://holderbook.com/funds/1733082-rossmore-private-capital/) | $327.0K | 12,860 | 0.0% | 1 |
| [Heritage Family Offices, LLP](https://holderbook.com/funds/2019316-heritage-family-offices-llp/) | $282.9K | 11,124 | 0.1% | 1 |
| [Pacific Excel Wealth Advisors, Inc.](https://holderbook.com/funds/2110884-pacific-excel-wealth-advisors-inc/) | $282.9K | 11,124 | 0.1% | 1 |
| [LEAVELL INVESTMENT MANAGEMENT, INC.](https://holderbook.com/funds/924181-leavell-investment-management-inc/) | $255.8K | 10,060 | 0.0% | 1 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $246.2K | 9,682 | 0.0% | 1 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $134.0K | 5,269 | 0.0% | 1 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $130.5K | 5,130 | 0.0% | 1 |
| [10Elms LLP](https://holderbook.com/funds/2056650-10elms-llp/) | $61.0K | 2,400 | 0.0% | 1 |
| [ADIRONDACK TRUST CO](https://holderbook.com/funds/1054257-adirondack-trust-co/) | $30.0K | 1,180 | 0.0% | 1 |
| [Addison Advisors LLC](https://holderbook.com/funds/1843745-addison-advisors-llc/) | $25.8K | 1,015 | 0.0% | 1 |
| [BlackRock, Inc.](https://holderbook.com/funds/2012383-blackrock-inc/) | $1.8K | 70 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 17 | $8.1M |
| Q1 2026 | 2 | $3.3M |