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Disclosery

IBMO ISHARES TR

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ETF (fund)

180 managers (181 13F filers) reported a position in IBMO shares at 2026-06-30, 18,629,760 shares in all. 14 filers opened a position and 22 filers sold out during the quarter.

Managers
180
13F filers
181
New
14
Added
56
Reduced
59
Sold out
22
Shares held by filers
18,629,760

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,056,461$52.7M<0.01%+68,87913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,695,538$43.5M0.05%+117,54313F-HR/ATimeline
Rossmore Private Capital1,443,221$37M3.01%-6613F-HRTimeline
NewEdge Advisors, LLC732,003$18.8M0.06%+32,48813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\652,820$16.7M0.02%+8,95813F-HRTimelineGroup
Integrated Wealth Concepts LLC560,200$14.4M0.07%+193,70513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC555,766$14.2M0.05%-12,97113F-HRTimelineGroup
Kathmere Capital Management, LLC553,898$14.2M0.75%+94,40713F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC520,304$13.3M0.72%-4,83913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN461,392$11.8M<0.01%-2,23813F-HRTimelineGroup
LPL Financial LLC386,854$9.92M<0.01%-17,46313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co378,134$9.7M0.41%-12,04913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY367,257$9.42M<0.01%+35,25513F-HRTimelineGroup
Covington Investment Advisors Inc.324,415$8.32M1.07%+48013F-HRTimeline
UBS Group AGin group UBS Group AG312,081$8M<0.01%-69,22713F-HRTimelineGroup
Paradiem, LLC294,149$7.54M1.63%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.273,821$7.02M0.26%+18,00013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC269,719$6.92M0.09%+38,07713F-HRTimeline
HighTower Advisors, LLC246,532$6.32M0.01%-21,61713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…244,402$6.27M<0.01%-8,66813F-HRTimelineGroup
CENTRAL TRUST Co215,592$5.53M0.1%+9,44613F-HRTimeline
Sound View Wealth Advisors Group, LLC214,675$5.5M0.34%-12,96713F-HRTimeline
Cyndeo Wealth Partners, LLC201,206$5.16M0.24%+11,49713F-HRTimeline
Praetorian Wealth Management, Inc.198,055$5.08M0.88%-16,55713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC192,529$4.94M<0.01%+10,35613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…182,111$4.67M0.03%+14,82013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,525$4.5M<0.01%-2,72213F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC174,672$4.48M0.16%-9,50413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC149,069$3.82M<0.01%-5,72113F-HRTimeline
Beacon Pointe Advisors, LLC135,041$3.46M0.02%-5,41113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC127,207$3.26M0.04%-67113F-HRTimeline
NorthCoast Asset Management LLC106,153$2.72M0.06%+2,97813F-HRTimeline
Sanctuary Advisors, LLC105,460$2.7M0.01%+49913F-HRTimeline
Quantum Financial Advisors, LLC103,716$2.66M0.26%-29,39413F-HRTimeline
Parkway Wealth Management Group, LLC98,369$2.52M0.29%+2,26813F-HRTimeline
SONATA CAPITAL GROUP INC95,677$2.45M0.79%013F-HRTimeline
Cetera Investment Advisers95,226$2.44M<0.01%-3,67613F-HRTimeline
Valmark Advisers, Inc.91,901$2.36M0.03%+10,54813F-HRTimeline
Atwater Malick LLC90,163$2.31M0.5%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,943$1.97M<0.01%+92413F-HRTimelineGroup
IHT Wealth Management, LLC76,419$1.96M0.04%+45113F-HRTimeline
RIA Advisory Group LLC75,215$1.93M0.43%+15,88713F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC74,014$1.9M0.77%-49013F-HRTimeline
New England Private Wealth Advisors LLC73,391$1.88M0.18%+3413F-HRTimeline
Kastel Capital Advisors, LLC71,546$1.83M1.16%-4,28513F-HRTimeline
Granite Harbor Advisors, Inc.67,346$1.73M0.68%013F-HRTimeline
Scissortail Wealth Management, LLC64,989$1.67M0.32%+11,56313F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP62,745$1.61M0.01%+19,17813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC61,672$1.58M<0.01%-26,32213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,884$1.54M<0.01%+45013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC59,854$1.53M0.02%-4,82713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management58,205$1.49M0.01%+16,68513F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC57,223$1.47M0.11%-1,99413F-HRTimeline
Clearstead Advisors, LLC56,787$1.46M0.01%-1,52813F-HRTimeline
Capital Investment Advisors, LLC56,606$1.45M0.02%-2,67713F-HRTimeline
Glenview Trust Co54,497$1.4M0.02%013F-HR/ATimeline
Financial Engines Advisors L.L.C.54,360$1.39M<0.01%-16213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.54,053$1.39M<0.01%-6,36313F-HRTimelineGroup
Lantz Financial LLC52,703$1.35M0.25%-14113F-HRTimeline
Evergreen Private Wealth LLC52,079$1.34M0.49%-10713F-HRTimeline
SPINNAKER TRUST51,999$1.33M0.06%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC49,972$1.28M0.09%new13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth49,352$1.27M<0.01%-22,71413F-HRTimelineGroup
OneDigital Investment Advisors LLC48,925$1.25M0.01%-4,10513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,501$1.24M<0.01%+28,54313F-HRTimeline
PSI Advisors, LLC48,374$1.24M0.29%-83,47413F-HRTimeline
O'Domhnaill Enterprises, Inc.47,124$1.21M0.97%+3,15513F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT46,448$1.19M1.28%+45813F-HRTimeline
GC Wealth Management RIA, LLC46,398$1.19M0.07%+87113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC46,282$1.19M<0.01%-27,13213F-HRTimelineGroup
HRT FINANCIAL LP43,148$1.11M<0.01%+29,48713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC41,188$1.06M<0.01%-62,40313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\41,021$1.05M<0.01%013F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.40,500$1.04M0.56%+3,00013F-HRTimeline
POSTROCK PARTNERS LLC38,606$990K0.4%+1,95013F-HRTimeline
Jacobi Capital Management LLC36,400$933K0.05%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.35,940$922K0.01%-76613F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.35,835$919K0.09%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,800$918K<0.01%+80013F-HRTimelineGroup
Prism Advisors, Inc.35,665$914K0.22%013F-HRTimeline
Strid Group, LLC35,064$899K0.1%013F-HRTimeline
Aspen Wealth Management LLC34,731$890K0.15%-13,45113F-HRTimeline
HEFFERNAN ADVISORY, INC32,664$838K0.7%013F-HRTimeline
IFP Advisors, Inc32,030$821K0.01%-26313F-HRTimeline
Snowden Capital Advisors LLC31,700$813K0.02%013F-HRTimeline
Cambridge Investment Research Advisors,…31,158$799K<0.01%+1,05013F-HR/ATimeline
Mariner, LLCin group Mariner, LLC30,368$779K<0.01%+513F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp30,099$772K0.01%-10,26213F-HRTimelineGroup
Crews Bank & Trust29,944$768K0.1%-2,00013F-HRTimeline
Roof Eidam Maycock Peralta, LLC29,904$767K0.15%+5013F-HRTimeline
Cove Private Wealth, LLC29,000$744K0.14%new13F-HRTimeline
Financial Advisory Corp27,877$715K0.09%+2,79313F-HRTimeline
First National Trust Co27,449$704K0.02%+8013F-HRTimeline
Modern Wealth Management, LLC27,199$697K0.01%-10,65513F-HRTimeline
Resonant Capital Advisors, LLC27,052$694K0.03%-40913F-HRTimeline
Composition Wealth, LLC25,670$658K0.01%+1,58313F-HRTimeline
Parallel Advisors, LLC24,807$636K0.01%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC24,722$634K0.12%+3,85813F-HRTimeline
10Elms LLP24,594$631K0.27%013F-HRTimeline
Eldridge Investment Advisors, Inc.23,035$591K0.12%-1513F-HRTimeline
SMITH, MOORE & CO.22,903$587K0.04%+1,00313F-HRTimeline
CFS Investment Advisory Services, LLC22,873$586K0.04%-5,00213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/22,655$581K0.09%+84013F-HRTimeline
Foundry Financial Group, Inc.22,141$568K0.25%-2,57113F-HRTimeline
SENTINEL PENSION ADVISORS, LLC21,994$564K0.07%+29113F-HRTimeline
Curbstone Financial Management Corp21,620$554K0.09%013F-HRTimeline
Princeton Global Asset Management LLC19,825$508K0.07%013F-HRTimeline
Sovereign Financial Group, Inc.19,500$500K0.08%013F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC18,214$467K0.22%-2,45913F-HRTimeline
WealthBridge Capital Management, LLC17,793$456K0.09%+16313F-HRTimeline
BIP Wealth, LLC17,615$452K0.01%new13F-HRTimeline
Arax Advisory Partners16,894$433K<0.01%new13F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding16,644$427K+8,372Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC15,887$407K<0.01%+4,62913F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …15,810$405K0.02%new13F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.15,801$405K0.04%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC15,255$391K0.02%013F-HRTimeline
Atria Investments, Inc14,911$382K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC14,425$370K<0.01%+4,29413F-HRTimeline
&PARTNERS14,397$369K<0.01%-44813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,305$367K0.03%013F-HR/ATimeline
WEDBUSH SECURITIES INC13,655$350K0.01%new13F-HRTimeline
EP Wealth Advisors, LLC13,465$345K<0.01%+1,97513F-HRTimeline
Avantax Planning Partners, Inc.13,229$339K0.01%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC12,956$332K0.01%-19413F-HRTimeline
Trust Co11,754$301K0.03%013F-HRTimeline
Janney Montgomery Scott LLC11,745$301K<0.01%013F-HRTimeline
Creative Planningin group Creative Planning11,563$296K<0.01%-7,97913F-HRTimelineGroup
Compound Planning, Inc.11,550$296K0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.11,544$296K0.06%-11,96713F-HRTimeline
MONECO ADVISORS, LLC10,893$279K0.02%013F-HRTimeline
Heritage Family Offices, LLP10,880$279K0.11%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.10,880$279K0.11%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,393$266K<0.01%+6,61713F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,245$263K0.01%013F-HRTimelineGroup
Juno Financial Group LLC10,238$263K0.09%+6013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,000$256K0.11%013F-HRTimeline
PRIVATE TRUST CO NA9,827$252K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC9,802$251K0.01%013F-HRTimeline
FF Advisors,LLC9,715$249K0.09%-1,01613F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,451$242K0.02%013F-HRTimelineGroup
Private Advisor Group, LLC9,416$241K<0.01%-8,07813F-HRTimeline
Savant Capital, LLC9,312$239K<0.01%013F-HRTimeline
Archford Capital Strategies, LLC9,228$237K0.02%-2,80013F-HRTimeline
Strategic Blueprint, LLC9,161$235K0.01%013F-HRTimeline
TPG Advisors LLC9,094$233K0.13%013F-HRTimeline
Accretive Wealth Partners, LLC9,034$232K0.06%-1,35013F-HRTimeline
SIGNATUREFD, LLC8,988$230K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,918$229K0.03%013F-HRTimeline
CORA CAPITAL ADVISORS LLC8,755$224K0.06%-3,74513F-HRTimeline
Beaumont Asset Management, L.L.C.8,520$218K0.08%013F-HRTimeline
HORAN Wealth, LLC8,453$217K0.03%013F-HR/ATimeline
Peloton Wealth Strategists8,000$205K0.08%-3,00013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,450$165K<0.01%-5,24713F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,159$158K<0.01%+613F-HRTimelineGroup
FMR LLCin group FMR LLC5,214$134K<0.01%+4,77313F-HRTimelineGroup
Physician Wealth Advisors, Inc.5,000$128K0.02%new13F-HRTimeline
Key Financial Inc3,794$97.3K0.02%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC3,656$93.7K0.01%013F-HRTimeline
Addison Advisors LLC3,535$90.6K0.04%+2,64013F-HRTimeline
Hughes Financial Services, LLC3,374$86.5K0.01%-25713F-HRTimeline
Glen Eagle Advisors, LLC3,225$82.7K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,114$79.8K<0.01%-3,11113F-HRTimeline
MidFirst Bank2,990$76.7K0.01%013F-HRTimeline
Asset Dedication, LLC2,955$75.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC2,914$74.7K<0.01%+2,73413F-HRTimeline
NorthAvenue LLC2,325$59.6K0.04%013F-HRTimeline
American Capital Advisory, LLC2,221$56.9K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,059$52.6K<0.01%013F-HRTimeline
Bullock Wealth Management Group1,996$51K0.02%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,983$50.8K<0.01%+1213F-HRTimeline
Coastline Trust Co1,918$49.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
3 FACTOR INDEXING, LLC1,015$26K0.02%013F-HRTimeline
Rialto Wealth Management, LLC965$24.7K<0.01%013F-HRTimeline
Bank of New Hampshire905$23.2K<0.01%-1,00013F-HRTimeline
Allworth Financial LP802$20.6K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…480$12.3K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.147$3.77K<0.01%013F-HRTimelineGroup
Caldwell Trust Co29$744<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19$487<0.01%013F-HRTimeline