ISHARES TR (IBMU)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
17
Reporting holders
$8.1M
Reported value
0.0%
Held as options
+15
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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | $2.3M | 91,626 | 0.23% | new | NEW |
| LBMC INVESTMENT ADVISORS, LLC | $1.3M | 49,365 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $977.3K | 38,433 | 0.00% | 2q | +27.0%+$207.8K |
| COLDSTREAM CAPITAL MANAGEMENT INC | $722.8K | 28,425 | 0.01% | new | NEW |
| Hills Bank & Trust Co | $603.1K | 23,716 | 0.03% | new | NEW |
| Carnegie Investment Counsel | $406.9K | 16,000 | 0.01% | new | NEW |
| Rossmore Private Capital | $327.0K | 12,860 | 0.03% | new | NEW |
| Heritage Family Offices, LLP | $282.9K | 11,124 | 0.11% | new | NEW |
| Pacific Excel Wealth Advisors, Inc. | $282.9K | 11,124 | 0.11% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $255.8K | 10,060 | 0.01% | new | NEW |
| Kestra Advisory Services, LLC | $246.2K | 9,682 | 0.00% | new | NEW |
| IFP Advisors, Inc | $134.0K | 5,269 | 0.00% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $130.5K | 5,130 | 0.00% | new | NEW |
| 10Elms LLP | $61.0K | 2,400 | 0.03% | new | NEW |
| ADIRONDACK TRUST CO | $30.0K | 1,180 | 0.01% | new | NEW |
| Addison Advisors LLC | $25.8K | 1,015 | 0.01% | new | NEW |
| BlackRock, Inc. | $1.8K | 70 | 0.00% | 2q | -99.9%-$2.5M |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-07-08 | 13G/A | BlackRock Portfolio Management LLC | 0.0% |
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 | 17 | $8.1M | 317,479 | 15 | 1 | 1 | 0.0% |
| Q1 2026 | 2 | $3.3M | 130,263 | 2 | 0 | 0 | 0.0% |