IBMS institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding115
Shares held9,930,780
Reported value$256.9m
Quarter flows20 new, 66 added, 18 trimmed, 8 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MERCER GLOBAL ADVISORS INC /ADV1,773,721$45.9m0.1%
Clearstead Advisors, LLC930,943$24.1m0.2%
HighTower Advisors, LLC728,112$18.8m0.0%
COMMUNITY TRUST & INVESTMENT CO381,639$9.9m0.5%
BANK OF AMERICA CORP /DE/367,091$9.5m0.0%
Kathmere Capital Management, LLC351,990$9.1m0.5%
LBMC INVESTMENT ADVISORS, LLC323,023$8.4m0.5%
US BANCORP \DE\310,037$8.0m0.0%
ENVESTNET ASSET MANAGEMENT INC252,630$6.5m0.0%
Praetorian Wealth Management, Inc.220,855$5.7m1.0%
WELLS FARGO & COMPANY/MN218,763$5.7m0.0%
JANE STREET GROUP, LLC209,528$5.4m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC175,941$4.6m0.0%
COLDSTREAM CAPITAL MANAGEMENT INC155,512$4.0m0.0%
NewEdge Advisors, LLC151,475$3.9m0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC151,422$3.9m0.1%
CENTRAL TRUST Co142,579$3.7m0.1%
Lido Advisors, LLC122,151$3.2m0.0%
Cypress Point Wealth Management, LLC115,000$3.0m0.6%
LPL Financial LLC111,968$2.9m0.0%
Summit Financial, LLC111,520$2.9m0.0%
Quantum Financial Advisors, LLC110,543$2.9m0.3%
ASSETMARK, INC105,906$2.7m0.0%
UBS Group AG103,453$2.7m0.0%
MORGAN STANLEY95,919$2.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBMS"). IBMS price history · All 13F data

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