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Disclosery

IBMO ISHARES TR

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ETF (fund)

179 managers (179 13F filers) reported a position in IBMO shares at 2025-09-30, 16,484,756 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
179
13F filers
179
New
16
Added
75
Reduced
44
Sold out
8
Shares held by filers
16,484,756

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/2,002,881$51.4M<0.01%+39,51713F-HR/ATimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,069,676$27.4M0.05%+122,33413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\721,210$18.5M0.02%-13,33213F-HRTimelineGroup
NewEdge Advisors, LLC645,225$16.6M0.08%+30,05313F-HRTimeline
Clearstead Advisors, LLC477,579$12.3M0.18%-404,59513F-HRTimeline
Kathmere Capital Management, LLC473,772$12.2M0.86%-23313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC464,080$11.9M0.76%+52,15313F-HRTimeline
UBS Group AGin group UBS Group AG441,038$11.3M<0.01%-6,43113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN428,727$11M<0.01%-74,34613F-HRTimelineGroup
LPL Financial LLC395,421$10.1M<0.01%+6,76413F-HRTimeline
Integrated Wealth Concepts LLC382,935$9.83M0.09%+46,35213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co382,065$9.8M0.58%-1,14713F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC376,215$9.65M0.04%+57,11913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY337,087$8.65M<0.01%-351,08713F-HR/ATimelineGroup
HighTower Advisors, LLC310,304$7.96M0.01%-19,67513F-HRTimeline
Covington Investment Advisors Inc.309,830$7.95M1.04%+3,24013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…285,963$7.34M<0.01%-1,42213F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.266,087$6.83M0.29%-4,90013F-HRTimeline
Praetorian Wealth Management, Inc.234,296$6.01M1.23%-2,87913F-HRTimeline
Quantum Financial Advisors, LLC198,861$5.1M0.62%+42,38113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC192,756$4.95M0.19%+3,95013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC190,853$4.9M<0.01%-14,14413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC183,737$4.71M0.07%+2,15813F-HRTimeline
Sound View Wealth Advisors Group, LLC168,784$4.33M0.3%-36,83713F-HRTimeline
CENTRAL TRUST Co165,348$4.24M0.09%-7,32713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC156,447$4.01M0.01%+6,72513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP139,163$3.57M<0.01%+7,93613F-HRTimelineGroup
Beacon Pointe Advisors, LLC139,114$3.57M0.03%+90,25513F-HRTimeline
Paradiem, LLC135,772$3.48M0.81%013F-HRTimeline
Cyndeo Wealth Partners, LLC133,752$3.43M0.19%+22013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC133,577$3.43M<0.01%-744,43113F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…120,230$3.09M0.02%+12,03313F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC118,698$3.05M0.04%+5,65613F-HRTimeline
NorthCoast Asset Management LLC104,008$2.67M0.01%+34,95613F-HRTimeline
PSI Advisors, LLC103,274$2.65M0.68%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.98,950$2.54M<0.01%-8,49913F-HRTimelineGroup
Atwater Malick LLC98,810$2.54M0.74%+97513F-HRTimeline
Sanctuary Advisors, LLC96,882$2.49M0.01%+20113F-HR/ATimeline
Newman Dignan & Sheerar, Inc.96,059$2.46M0.53%-9,88413F-HRTimeline
SONATA CAPITAL GROUP INC95,677$2.46M0.91%+39013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC93,496$2.4M<0.01%+10,67613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA92,639$2.38M<0.01%-2,59313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC90,025$2.31M<0.01%-53,93213F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC82,858$2.13M0.65%+26,92913F-HRTimeline
New England Private Wealth Advisors LLC73,305$1.88M0.25%+1713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP71,865$1.84M0.01%-2,58713F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC69,684$1.79M<0.01%+32,74013F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC68,631$1.76M0.28%+1813F-HRTimeline
Belpointe Asset Management LLC68,585$1.76M0.07%+21,32913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC68,076$1.75M0.02%-4,77213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth66,726$1.71M<0.01%+1,48313F-HRTimelineGroup
Capital Investment Advisors, LLC65,749$1.69M0.03%+2,01113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC64,995$1.67M0.02%+4,27113F-HRTimelineGroup
Valmark Advisers, Inc.64,331$1.65M0.02%+97313F-HRTimeline
RIA Advisory Group LLC59,696$1.53M0.39%+4,37313F-HRTimeline
Signature Wealth Management Group59,362$1.52M0.59%-11513F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.59,355$1.52M0.17%+60013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC59,217$1.52M0.1%013F-HRTimeline
Financial Engines Advisors L.L.C.58,852$1.51M<0.01%+14,62013F-HRTimeline
Granite Harbor Advisors, Inc.58,310$1.5M0.63%+13,50713F-HRTimeline
Glenview Trust Co57,854$1.48M0.02%-98413F-HRTimeline
SPINNAKER TRUST50,693$1.3M0.07%+2,99313F-HRTimeline
CWM, LLCin group CWM, LLC50,445$1.29M<0.01%-4,74813F-HRTimelineGroup
Scissortail Wealth Management, LLC50,373$1.29M0.28%-4,79213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC49,029$1.26M0.01%+1,27713F-HRTimelineGroup
Orion Porfolio Solutions, LLC46,139$1.18M0.01%-8,77813F-HRTimeline
Evergreen Private Wealth LLC45,767$1.17M0.48%+1,17713F-HRTimeline
Modern Wealth Management, LLC45,728$1.17M0.02%+68613F-HRTimeline
Cetera Investment Advisers45,349$1.16M<0.01%-6213F-HRTimeline
OLD MISSION CAPITAL LLC44,508$1.14M0.04%new13F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC43,956$1.13M0.49%-79413F-HRTimeline
Lantz Financial LLC43,605$1.12M0.25%+3,13613F-HRTimeline
Mariner, LLCin group Mariner, LLC43,175$1.11M<0.01%+1,43413F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp42,901$1.1M0.02%-92913F-HRTimelineGroup
IHT Wealth Management, LLC42,259$1.08M0.03%+25113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\41,021$1.05M<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.39,588$1.02M0.01%+5,23613F-HRTimelineGroup
Foundry Financial Group, Inc.38,486$988K0.52%-1,49113F-HRTimeline
Crews Bank & Trust37,281$957K0.14%+6,30013F-HRTimeline
Cambridge Investment Research Advisors,…37,218$955K<0.01%+3,25513F-HRTimeline
POSTROCK PARTNERS LLC37,098$952K0.42%-1,31813F-HRTimeline
Prism Advisors, Inc.35,665$915K0.25%013F-HRTimeline
GC Wealth Management RIA, LLC35,527$912K0.03%+4,41313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,204$903K<0.01%+25,20413F-HRTimelineGroup
Strid Group, LLC35,064$900K0.11%+21,66013F-HRTimeline
Aspen Wealth Management LLC34,830$894K0.2%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC34,773$892K0.06%-30,56313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,399$883K<0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC31,700$813K0.02%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC29,752$763K0.19%+4913F-HRTimeline
Godshalk Welsh Capital Management, Inc.28,500$731K0.42%+4,50013F-HRTimeline
Financial Advisory Corp28,288$726K0.11%+1,37813F-HRTimeline
Resonant Capital Advisors, LLC27,461$705K0.04%013F-HRTimeline
IFP Advisors, Inc26,409$678K0.02%-8,16913F-HR/ATimeline
CFS Investment Advisory Services, LLC24,791$634K0.05%-74513F-HRTimeline
10Elms LLP24,344$625K0.56%+55013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management23,584$605K0.01%+12,51613F-HRTimelineGroup
MEMBERS WEALTH LLC22,399$573K0.36%13F-HRTimeline
Parallel Advisors, LLC22,115$567K0.01%-57513F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,540$553K0.1%+1,16513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS20,912$537K<0.01%+2,22313F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC19,229$493K0.28%013F-HRTimeline
SMITH, MOORE & CO.18,699$480K0.04%+4,85113F-HRTimeline
First Affirmative Financial Network18,372$471K0.22%+213F-HRTimeline
Private Advisor Group, LLC17,719$455K<0.01%013F-HRTimeline
Wick Capital Partners, LLC17,181$441K0.11%new13F-HRTimeline
Archford Capital Strategies, LLC16,384$420K0.05%013F-HRTimeline
&PARTNERS15,843$407K<0.01%+71313F-HRTimeline
Princeton Global Asset Management LLC15,700$403K0.07%013F-HRTimeline
WealthBridge Capital Management, LLC15,686$403K0.09%+25313F-HRTimeline
Curbstone Financial Management Corp15,620$401K0.08%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC15,255$391K0.02%+23413F-HRTimeline
Atria Investments, Inc15,122$388K<0.01%-23,41413F-HRTimeline
Janney Montgomery Scott LLC15,007$385K<0.01%+88213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,601$375K<0.01%-8,80513F-HRTimelineGroup
Creative Planningin group Creative Planning14,390$369K<0.01%+2,83413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC14,000$359K0.01%013F-HRTimelineGroup
Krilogy Financial LLC13,990$358K0.01%new13F-HRTimeline
Trust Co13,708$352K0.04%013F-HRTimeline
Commonwealth Financial Services, LLC13,562$348K0.06%-9313F-HRTimeline
Avantax Planning Partners, Inc.13,229$339K0.01%013F-HRTimeline
CORA CAPITAL ADVISORS LLC12,500$321K0.14%013F-HRTimeline
NOVEM GROUP12,048$309K0.04%-9,70513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,036$309K<0.01%new13F-HRTimelineGroup
Rossmore Private Capital11,736$301K0.03%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,634$299K<0.01%+1,23113F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,486$295K0.01%new13F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC11,127$286K0.24%013F-HRTimeline
Klingman & Associates, LLC10,994$282K0.01%-77313F-HRTimeline
Peloton Wealth Strategists11,000$282K0.11%013F-HRTimeline
MONECO ADVISORS, LLC10,893$280K0.02%013F-HRTimeline
First National Trust Co10,450$268K0.01%+50113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV10,435$268K0.08%-1,27913F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,245$263K0.01%+65013F-HRTimelineGroup
SIGMA INVESTMENT COUNSELORS INC10,000$257K0.01%013F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,000$257K0.12%013F-HRTimeline
SHUFRO ROSE & CO LLC9,964$255K0.02%013F-HRTimeline
PRIVATE TRUST CO NA9,827$252K0.02%+8813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,451$243K0.02%013F-HRTimelineGroup
Eldridge Investment Advisors, Inc.9,400$241K0.05%+1,40013F-HRTimeline
Avidian Wealth Enterprises, LLC9,373$241K0.01%+81913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,312$239K<0.01%013F-HR/ATimelineGroup
TPG Advisors LLC9,094$233K0.15%013F-HRTimeline
SIGNATUREFD, LLC8,988$231K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,918$229K0.04%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,715$224K0.07%+78013F-HRTimeline
Beaumont Asset Management, L.L.C.8,520$219K0.11%+20013F-HRTimeline
Steward Partners Investment Advisory, L…8,474$217K<0.01%013F-HRTimeline
HORAN Wealth, LLC8,453$217K0.03%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC8,399$216K<0.01%-19,91113F-HRTimelineGroup
Strategic Blueprint, LLC8,381$215K0.01%013F-HRTimeline
Accretive Wealth Partners, LLC8,296$213K0.06%+10013F-HRTimeline
Asset Dedication, LLC8,133$209K0.01%-1,14913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,173$209K0.01%+3313F-HRTimelineGroup
Legacy Private Trust Co.7,870$202K0.01%013F-HRTimeline
Wealthspire Advisors, LLC7,703$198K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC6,686$171K0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,461$166K0.01%+613F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,225$160K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,767$96.7K<0.01%new13F-HR/ATimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,656$93.8K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC3,225$82.8K0.01%013F-HRTimeline
American Capital Advisory, LLC2,221$57K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,141$55K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group1,961$50.2K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,948$50K<0.01%+1213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,943$49.9K<0.01%013F-HRTimelineGroup
Coastline Trust Co1,918$49.2K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank of New Hampshire1,905$48.9K0.01%-1,00013F-HRTimeline
Rialto Wealth Management, LLC965$24.8K0.01%013F-HRTimeline
Addison Advisors LLC895$23K0.01%013F-HRTimeline
Allworth Financial LP802$20.6K<0.01%013F-HRTimeline
Advisory Services Network, LLC716$18.4K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC678$17.4K<0.01%+37813F-HRTimelineGroup
Stephens Consulting, LLC313$8.03K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC180$4.62K<0.01%013F-HRTimeline
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$488<0.01%new13F-HR/ATimeline