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Disclosery

IBMO ISHARES TR

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ETF (fund)

181 managers (182 13F filers) reported a position in IBMO shares at 2025-12-31, 18,755,466 shares in all. 13 filers opened a position and 16 filers sold out during the quarter.

Managers
181
13F filers
182
New
13
Added
73
Reduced
41
Sold out
16
Shares held by filers
18,755,466

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MERCER GLOBAL ADVISORS INC /ADV2,122,321$54.4M0.08%+1,052,64513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,049,617$52.5M<0.01%+46,73613F-HRTimelineGroup
Rossmore Private Capital1,444,927$37M3.32%+1,433,19113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\688,488$17.7M0.02%-32,72213F-HRTimelineGroup
NewEdge Advisors, LLC686,728$17.6M0.06%+41,50313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC515,730$13.2M0.81%+51,65013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN474,094$12.2M<0.01%+45,36713F-HRTimelineGroup
Kathmere Capital Management, LLC471,604$12.1M0.82%-2,16813F-HRTimeline
UBS Group AGin group UBS Group AG421,446$10.8M<0.01%-19,59213F-HRTimelineGroup
LPL Financial LLC410,264$10.5M<0.01%+14,84313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co390,744$10M0.58%+8,67913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC379,673$9.74M0.04%+3,45813F-HRTimelineGroup
Integrated Wealth Concepts LLC376,796$9.66M0.11%-6,13913F-HRTimeline
Covington Investment Advisors Inc.327,080$8.38M1.15%+17,25013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…305,626$7.84M<0.01%+19,66313F-HR/ATimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.299,887$7.69M0.32%+33,80013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY285,753$7.33M<0.01%-51,33413F-HR/ATimelineGroup
HighTower Advisors, LLC265,090$6.8M0.01%-45,21413F-HRTimeline
Praetorian Wealth Management, Inc.241,578$6.19M1.23%+7,28213F-HRTimeline
Sound View Wealth Advisors Group, LLC215,536$5.53M0.37%+46,75213F-HRTimeline
Quantum Financial Advisors, LLC208,864$5.35M0.6%+10,00313F-HRTimeline
CENTRAL TRUST Co199,547$5.12M0.1%+34,19913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC195,621$5.02M0.08%+11,88413F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC194,056$4.98M0.19%+1,30013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC182,842$4.69M<0.01%-8,01113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC172,866$4.43M0.01%+16,41913F-HRTimeline
Cyndeo Wealth Partners, LLC146,311$3.75M0.2%+12,55913F-HRTimeline
Beacon Pointe Advisors, LLC135,821$3.48M0.02%-3,29313F-HRTimeline
Paradiem, LLC135,772$3.48M0.83%013F-HRTimeline
Sanctuary Advisors, LLC135,720$3.48M0.02%+38,83813F-HRTimeline
PSI Advisors, LLC131,848$3.38M0.85%+28,57413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…131,474$3.37M0.02%+11,24413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC127,094$3.26M0.04%+8,39613F-HRTimeline
NorthCoast Asset Management LLC104,430$2.68M0.06%+42213F-HRTimeline
Wick Capital Partners, LLC104,010$2.67M0.48%+86,82913F-HR/ATimeline
Atwater Malick LLC102,050$2.62M0.72%+3,24013F-HRTimeline
SONATA CAPITAL GROUP INC95,677$2.45M0.89%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC95,202$2.44M<0.01%+25,51813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC93,892$2.41M<0.01%+3,86713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA93,310$2.39M<0.01%+67113F-HRTimelineGroup
Parkway Wealth Management Group, LLC89,845$2.3M0.31%13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC82,858$2.12M0.66%013F-HRTimeline
CWM, LLCin group CWM, LLC79,230$2.03M0.01%+28,78513F-HRTimelineGroup
Kastel Capital Advisors, LLC75,831$1.94M1.19%13F-HRTimeline
IHT Wealth Management, LLC75,666$1.94M0.05%+33,40713F-HRTimeline
Valmark Advisers, Inc.74,378$1.91M0.02%+10,04713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding73,752$1.89M+8,757Timeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP73,477$1.88M0.01%+1,61213F-HRTimelineGroup
New England Private Wealth Advisors LLC73,339$1.88M0.23%+3413F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,236$1.8M<0.01%-68,92713F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth69,652$1.79M<0.01%+2,92613F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC69,031$1.77M0.27%+40013F-HRTimeline
Granite Harbor Advisors, Inc.67,346$1.73M0.73%+9,03613F-HRTimeline
Capital Investment Advisors, LLC66,485$1.7M0.03%+73613F-HRTimeline
Belpointe Asset Management LLC63,079$1.62M0.06%-5,50613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,700$1.56M<0.01%-38,25013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC59,217$1.52M0.1%013F-HRTimeline
Financial Engines Advisors L.L.C.59,215$1.52M<0.01%+36313F-HRTimeline
RIA Advisory Group LLC58,844$1.51M0.37%-85213F-HRTimeline
OneDigital Investment Advisors LLC58,597$1.5M0.01%new13F-HRTimeline
Clearstead Advisors, LLC58,118$1.49M0.02%-419,46113F-HRTimeline
Signature Wealth Management Group57,597$1.48M0.6%-1,76513F-HRTimeline
Glenview Trust Co55,495$1.42M0.02%-2,35913F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.55,435$1.42M0.16%-3,92013F-HRTimeline
SPINNAKER TRUST51,999$1.33M0.07%+1,30613F-HRTimeline
Scissortail Wealth Management, LLC50,725$1.3M0.3%+35213F-HRTimeline
Evergreen Private Wealth LLC49,386$1.27M0.5%+3,61913F-HRTimeline
Cetera Investment Advisers47,622$1.22M<0.01%+2,27313F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC45,840$1.18M0.52%+1,88413F-HRTimeline
Newman Dignan & Sheerar, Inc.45,639$1.17M0.24%-50,42013F-HRTimeline
Aspen Wealth Management LLC42,831$1.1M0.23%+8,00113F-HRTimeline
GC Wealth Management RIA, LLC42,646$1.09M0.04%+7,11913F-HRTimeline
Lantz Financial LLC42,604$1.09M0.23%-1,00113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp42,156$1.08M0.02%-74513F-HRTimelineGroup
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.40,767$1.05M0.01%+1,17913F-HRTimelineGroup
POSTROCK PARTNERS LLC36,306$931K0.4%-79213F-HRTimeline
Prism Advisors, Inc.35,665$914K0.24%013F-HRTimeline
Strid Group, LLC35,064$899K0.11%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,000$897K<0.01%-20413F-HRTimelineGroup
Cambridge Investment Research Advisors,…32,816$841K<0.01%-4,40213F-HRTimeline
HEFFERNAN ADVISORY, INC32,664$837K0.8%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management32,637$837K0.01%+9,05313F-HRTimelineGroup
Crews Bank & Trust32,575$835K0.12%-4,70613F-HRTimeline
Godshalk Welsh Capital Management, Inc.32,500$833K0.48%+4,00013F-HRTimeline
Modern Wealth Management, LLC32,403$831K0.02%-13,32513F-HRTimeline
Mariner, LLCin group Mariner, LLC32,309$828K<0.01%-10,86613F-HRTimelineGroup
Snowden Capital Advisors LLC31,700$813K0.02%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC29,820$764K0.17%+6813F-HRTimeline
CFS Investment Advisory Services, LLC29,533$757K0.06%+4,74213F-HRTimeline
First National Trust Co28,281$725K0.02%+17,83113F-HRTimeline
Resonant Capital Advisors, LLC27,461$704K0.04%013F-HRTimeline
IFP Advisors, Inc25,502$654K0.01%-90713F-HRTimeline
Financial Advisory Corp25,084$643K0.09%-3,20413F-HRTimeline
Parallel Advisors, LLC24,807$636K0.01%+2,69213F-HRTimeline
Foundry Financial Group, Inc.24,743$634K0.32%-13,74313F-HRTimeline
10Elms LLP24,344$624K0.57%013F-HRTimeline
Eldridge Investment Advisors, Inc.22,650$581K0.13%+13,25013F-HRTimeline
MEMBERS WEALTH LLC22,399$575K0.36%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,780$558K0.1%+24013F-HRTimeline
Curbstone Financial Management Corp21,620$554K0.11%+6,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,311$546K<0.01%+39913F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC20,673$530K0.29%+1,44413F-HRTimeline
Princeton Global Asset Management LLC20,600$528K0.09%+4,90013F-HRTimeline
SMITH, MOORE & CO.19,158$491K0.04%+45913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,079$463K<0.01%-16,32013F-HRTimelineGroup
Private Advisor Group, LLC17,719$454K<0.01%013F-HRTimeline
Red Tortoise LLC17,442$447K0.19%new13F-HRTimeline
&PARTNERS16,644$423K<0.01%+80113F-HRTimeline
WealthBridge Capital Management, LLC16,448$422K0.1%+76213F-HRTimeline
Archford Capital Strategies, LLC15,423$395K0.05%-96113F-HRTimeline
SAX WEALTH ADVISORS, LLC15,255$391K0.02%013F-HRTimeline
FF Advisors,LLC14,822$380K0.17%new13F-HRTimeline
Atria Investments, Inc14,533$373K<0.01%-58913F-HRTimeline
Avidian Wealth Enterprises, LLC14,486$371K0.01%+5,11313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,305$367K0.04%new13F-HRTimeline
Creative Planningin group Creative Planning14,291$366K<0.01%-9913F-HRTimelineGroup
Janney Montgomery Scott LLC14,025$360K<0.01%-98213F-HRTimeline
Krilogy Financial LLC13,990$359K0.01%013F-HRTimeline
Trust Co13,709$351K0.03%+113F-HRTimeline
Avantax Planning Partners, Inc.13,229$339K0.01%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC12,881$330K<0.01%-55,19513F-HRTimeline
CORA CAPITAL ADVISORS LLC12,500$320K0.12%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,245$314K<0.01%-81,25113F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC12,000$308K0.01%-2,00013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,676$299K<0.01%+4213F-HR/ATimelineGroup
ALTERNA WEALTH MANAGEMENT, INC11,594$297K0.25%+46713F-HRTimeline
EP Wealth Advisors, LLC11,490$295K<0.01%13F-HRTimeline
Peloton Wealth Strategists11,000$282K0.11%013F-HRTimeline
NOVEM GROUP10,963$281K0.03%-1,08513F-HRTimeline
MONECO ADVISORS, LLC10,893$279K0.02%013F-HRTimeline
SHUFRO ROSE & CO LLC10,564$271K0.02%+60013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,245$263K0.01%013F-HRTimelineGroup
Commonwealth Financial Services, LLC10,178$261K0.04%-3,38413F-HRTimeline
Juno Financial Group LLC10,137$260K0.1%13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,000$256K0.12%013F-HRTimeline
PRIVATE TRUST CO NA9,827$252K0.02%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,451$242K0.02%013F-HRTimelineGroup
Klingman & Associates, LLC9,349$240K0.01%-1,64513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC9,312$239K<0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC9,161$235K0.01%+78013F-HRTimeline
TPG Advisors LLC9,094$233K0.15%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,017$231K<0.01%new13F-HRTimelineGroup
SIGNATUREFD, LLC8,988$230K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,918$229K0.04%013F-HRTimeline
Cornell Pochily Investment Advisors, In…8,715$223K0.06%013F-HRTimeline
Beaumont Asset Management, L.L.C.8,520$218K0.11%013F-HRTimeline
HORAN Wealth, LLC8,453$217K0.03%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …8,222$211K0.01%+4913F-HRTimelineGroup
Asset Dedication, LLC8,133$209K0.01%013F-HRTimeline
ArborFi Advisors, LLC7,929$203K0.16%new13F-HRTimeline
Legacy Private Trust Co.7,870$202K0.01%013F-HRTimeline
Elequin Capital, LP6,995$179K0.02%new13F-HRTimeline
Hughes Financial Services, LLC6,686$171K0.03%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,225$160K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…5,969$153K<0.01%-49213F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,656$93.7K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC3,225$82.7K0.01%013F-HRTimeline
MidFirst Bank2,990$76.7K0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…2,824$72.4K<0.01%-5,65013F-HRTimeline
NorthAvenue LLC2,325$59.6K0.05%13F-HRTimeline
American Capital Advisory, LLC2,221$56.9K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,141$54.9K<0.01%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,059$52.8K<0.01%new13F-HRTimeline
Bullock Wealth Management Group1,977$50.7K0.02%+1613F-HRTimeline
HARBOUR INVESTMENTS, INC.1,963$50.3K<0.01%+1513F-HRTimeline
Coastline Trust Co1,918$49.2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank of New Hampshire1,905$48.8K0.01%013F-HRTimeline
Rialto Wealth Management, LLC965$24.7K0.01%013F-HRTimeline
Addison Advisors LLC895$22.9K0.01%013F-HRTimeline
Allworth Financial LP802$20.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC678$17.4K<0.01%013F-HRTimelineGroup
Plante Moran Financial Advisors, LLC640$16.4K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…480$12.3K<0.01%new13F-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
AE Wealth Management LLC38$974<0.01%new13F-HRTimeline
Caldwell Trust Co29$743<0.01%013F-HRTimeline
Sound Income Strategies, LLC23$591<0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19$487<0.01%013F-HRTimeline