ISHARES TR (IBMV)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
6
Reporting holders
$1.6M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | $529.2K | 20,820 | 0.02% | new | NEW |
| COLDSTREAM CAPITAL MANAGEMENT INC | $301.7K | 11,868 | 0.00% | new | NEW |
| Heritage Family Offices, LLP | $282.8K | 11,124 | 0.11% | new | NEW |
| Pacific Excel Wealth Advisors, Inc. | $282.8K | 11,124 | 0.11% | new | NEW |
| Lido Advisors, LLC | $203.4K | 8,000 | 0.00% | new | NEW |
| Addison Advisors LLC | $25.8K | 1,015 | 0.01% | new | NEW |
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 | 6 | $1.6M | 63,951 | 6 | 0 | 0 | 0.0% |
| Q1 2026 | 3 | $4.9M | 195,330 | 3 | 0 | 0 | 0.0% |