DaveManuel.com · Institutional Ownership · Who Owns It
ISHARES TR (IBMT)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
73
Reporting holders
$88.6M
Reported value
0.0%
Calls
0.0%
Puts
+13
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | $16.7M | 647,902 | 0.02% | 3q | +133.1%+$9.5M |
| MERCER GLOBAL ADVISORS INC /ADV | $12.3M | 478,497 | 0.02% | 3q | +40.0%+$3.5M |
| US BANCORP \DE\ | $5.8M | 224,997 | 0.01% | 3q | +24.9%+$1.2M |
| BANK OF AMERICA CORP /DE/ | $4.1M | 157,299 | 0.00% | 3q | +40.7%+$1.2M |
| Praetorian Wealth Management, Inc. | $3.7M | 141,610 | 0.63% | 3q | +8.9%+$298.6K |
| LBMC INVESTMENT ADVISORS, LLC | $3.4M | 132,100 | 0.18% | 4q | +4.8%+$156.5K |
| Hills Bank & Trust Co | $2.9M | 112,191 | 0.12% | 4q | +150.0%+$1.7M |
| Quantum Financial Advisors, LLC | $2.7M | 103,665 | 0.26% | 4q | -26.3%-$956.2K |
| Focus Partners Wealth | $2.6M | 100,855 | 0.00% | new | NEW |
| COLDSTREAM CAPITAL MANAGEMENT INC | $2.5M | 97,400 | 0.03% | 4q | +14.4%+$315.6K |
| ASSETMARK, INC | $2.1M | 82,698 | 0.00% | new | NEW |
| Ellis Investment Partners, LLC | $1.8M | 71,293 | 0.28% | 3q | HELD |
| ROYAL BANK OF CANADA | $1.5M | 57,275 | 0.00% | 3q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $1.2M | 46,544 | 0.00% | 3q | HELD |
| Kestra Advisory Services, LLC | $1.2M | 45,977 | 0.00% | 3q | +54.6%+$418.8K |
| NewEdge Advisors, LLC | $1.0M | 40,334 | 0.00% | 3q | +4.5%+$44.5K |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $1.0M | 40,081 | 0.01% | 4q | -5.5%-$59.9K |
| GC Wealth Management RIA, LLC | $1.0M | 39,362 | 0.06% | 2q | +27.7%+$220.6K |
| CENTRAL TRUST Co | $985.7K | 38,207 | 0.02% | 3q | +11.1%+$98.1K |
| SPINNAKER TRUST | $945.1K | 36,631 | 0.05% | 3q | +35.9%+$249.4K |
| Jacobi Capital Management LLC | $944.7K | 36,618 | 0.05% | new | NEW |
| Curbstone Financial Management Corp | $940.4K | 36,450 | 0.16% | 2q | +58.5%+$347.0K |
| Atlantic Union Bankshares Corp | $934.6K | 36,223 | 0.02% | 5q | +2.8%+$25.5K |
| UBS Group AG | $844.3K | 32,723 | 0.00% | 2q | +1191.4%+$778.9K |
| Cyndeo Wealth Partners, LLC | $827.7K | 32,081 | 0.04% | 2q | +129.0%+$466.3K |
| Valmark Advisers, Inc. | $803.5K | 31,144 | 0.01% | 3q | +5.8%+$44.2K |
| GOLDMAN SACHS GROUP INC | $790.9K | 30,656 | 0.00% | new | NEW |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $710.3K | 27,530 | 0.03% | 5q | +12.9%+$80.9K |
| IFP Advisors, Inc | $643.9K | 24,958 | 0.01% | 5q | +67.6%+$259.8K |
| LPL Financial LLC | $635.9K | 24,649 | 0.00% | 2q | +66.5%+$254.0K |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | $628.2K | 24,350 | 0.14% | 3q | +47.2%+$201.3K |
| Sanctuary Advisors, LLC | $613.7K | 23,789 | 0.00% | 3q | HELD |
| STIFEL FINANCIAL CORP | $584.0K | 22,637 | 0.00% | 3q | +5.8%+$32.0K |
| Godshalk Welsh Capital Management, Inc. | $541.8K | 21,000 | 0.29% | 3q | +23.5%+$103.2K |
| Rossmore Private Capital | $527.7K | 20,454 | 0.04% | 4q | +99.5%+$263.2K |
| Paradigm, Strategies in Wealth Management, LLC | $513.6K | 19,906 | 0.31% | 2q | +50.1%+$171.4K |
| Aspen Wealth Management LLC | $502.4K | 19,473 | 0.09% | 4q | -54.5%-$601.1K |
| Newman Dignan & Sheerar, Inc. | $490.3K | 19,005 | 0.09% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $443.5K | 17,191 | 0.00% | 2q | +29.5%+$101.1K |
| RAYMOND JAMES FINANCIAL INC | $440.3K | 17,066 | 0.00% | 5q | +2.4%+$10.3K |
| Parallel Advisors, LLC | $402.5K | 15,600 | 0.01% | 3q | HELD |
| SIGMA INVESTMENT COUNSELORS INC | $377.5K | 14,630 | 0.02% | 3q | HELD |
| HOWLAND CAPITAL MANAGEMENT LLC | $370.5K | 14,360 | 0.01% | 3q | +46.5%+$117.6K |
| Balefire, LLC | $335.3K | 12,997 | 0.05% | new | NEW |
| IFG Advisory, LLC | $306.2K | 11,869 | 0.01% | new | NEW |
| Syntegra Private Wealth Group, LLC | $299.0K | 11,591 | 0.02% | 3q | HELD |
| Heritage Family Offices, LLP | $281.8K | 10,923 | 0.11% | new | NEW |
| Pacific Excel Wealth Advisors, Inc. | $281.8K | 10,923 | 0.11% | new | NEW |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | $279.7K | 10,840 | 0.04% | 2q | HELD |
| Sterling Investment Advisors, Ltd. | $278.0K | 10,775 | 0.05% | new | NEW |
| MEMBERS WEALTH LLC | $254.6K | 9,867 | 0.14% | new | NEW |
| Capital Investment Advisors, LLC | $253.0K | 9,807 | 0.00% | 3q | -4.4%-$11.7K |
| Cornell Pochily Investment Advisors, Inc. | $232.1K | 8,995 | 0.06% | 2q | -1.7%-$4.0K |
| Archford Capital Strategies, LLC | $220.4K | 8,542 | 0.02% | new | NEW |
| Cetera Investment Advisers | $214.2K | 8,303 | 0.00% | 2q | -83.1%-$1.1M |
| Carnegie Investment Counsel | $206.4K | 8,000 | 0.00% | new | NEW |
| MORGAN STANLEY | $187.9K | 7,284 | 0.00% | 3q | +15.4%+$25.1K |
| Addison Advisors LLC | $130.8K | 5,070 | 0.06% | 5q | +58.2%+$48.1K |
| Crews Bank & Trust | $109.7K | 4,250 | 0.01% | 4q | HELD |
| Princeton Global Asset Management LLC | $100.1K | 3,880 | 0.01% | new | NEW |
| 10Elms LLP | $90.3K | 3,500 | 0.04% | 4q | +3400.0%+$87.7K |
| HARBOUR INVESTMENTS, INC. | $88.3K | 3,421 | 0.00% | 4q | +0.6% |
| Global Retirement Partners, LLC | $81.8K | 3,169 | 0.00% | 3q | +7.2%+$5.5K |
| MidFirst Bank | $79.2K | 3,070 | 0.01% | 2q | +207.0%+$53.4K |
| Bullock Wealth Management Group | $51.9K | 2,016 | 0.02% | 4q | +0.6% |
| JPMORGAN CHASE & CO | $47.1K | 1,825 | 0.00% | 2q | +481.2%+$39.0K |
| OSAIC HOLDINGS, INC. | $41.3K | 1,600 | 0.00% | 5q | HELD |
| Sarver Vrooman Wealth Advisors | $40.5K | 1,576 | 0.02% | 4q | +24.9%+$8.1K |
| ADIRONDACK TRUST CO | $34.9K | 1,354 | 0.01% | 3q | HELD |
| BARRETT & COMPANY, INC. | $25.8K | 1,000 | 0.01% | 5q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $18.3K | 708 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $12.2K | 472 | 0.00% | new | NEW |
| BlackRock, Inc. | $1.7K | 65 | 0.00% | 6q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 28 | $20.6M | 835,108 | 5 | 9 | 2 | 0.0% |
| Q2 2026 | 73 | $88.6M | 3,435,103 | 15 | 38 | 6 | 0.0% |
| Q1 2026 | 60 | $62.9M | 2,449,089 | 13 | 31 | 2 | 0.0% |
| Q4 2025 | 51 | $52.4M | 2,020,852 | 28 | 11 | 3 | 0.0% |
| Q3 2025 | 25 | $19.4M | 751,240 | 15 | 6 | 0 | 0.0% |
| Q2 2025 | 10 | $2.3M | 89,830 | 8 | 0 | 2 | 0.0% |
| Q1 2025 | 2 | $2.4M | 93,898 | 2 | 0 | 0 | 0.0% |