# ISHARES TR (IBMV)

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

- Reporting holders: 6
- Reported value: $1.6M
- 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 |
|---|---|---|---|---|
| [Hills Bank & Trust Co](https://holderbook.com/funds/1309148-hills-bank-trust-co/) | $529.2K | 20,820 | 0.0% | 1 |
| [COLDSTREAM CAPITAL MANAGEMENT INC](https://holderbook.com/funds/1082339-coldstream-capital-management-inc/) | $301.7K | 11,868 | 0.0% | 1 |
| [Heritage Family Offices, LLP](https://holderbook.com/funds/2019316-heritage-family-offices-llp/) | $282.8K | 11,124 | 0.1% | 1 |
| [Pacific Excel Wealth Advisors, Inc.](https://holderbook.com/funds/2110884-pacific-excel-wealth-advisors-inc/) | $282.8K | 11,124 | 0.1% | 1 |
| [Lido Advisors, LLC](https://holderbook.com/funds/1650150-lido-advisors-llc/) | $203.4K | 8,000 | 0.0% | 1 |
| [Addison Advisors LLC](https://holderbook.com/funds/1843745-addison-advisors-llc/) | $25.8K | 1,015 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 6 | $1.6M |
| Q1 2026 | 3 | $4.9M |