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Disclosery

IBMO ISHARES TR

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ETF (fund)

194 managers (194 13F filers) reported a position in IBMO shares at 2026-03-31, 18,890,536 shares in all. 22 filers opened a position and 13 filers sold out during the quarter.

Managers
194
13F filers
194
New
22
Added
57
Reduced
57
Sold out
13
Shares held by filers
18,890,536

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,987,582$50.9M<0.01%-62,03513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,577,995$40.4M0.06%-544,32613F-HRTimeline
Rossmore Private Capital1,443,287$37M3.26%-1,64013F-HRTimeline
NewEdge Advisors, LLC699,515$17.9M0.06%+12,78713F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\643,862$16.5M0.02%-44,62613F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC568,737$14.6M0.06%+189,06413F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC525,143$13.5M0.82%+9,41313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN463,630$11.9M<0.01%-10,46413F-HR/ATimelineGroup
Kathmere Capital Management, LLC459,491$11.8M0.73%-12,11313F-HRTimeline
LPL Financial LLC404,317$10.4M<0.01%-5,94713F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co390,183$10M0.48%-56113F-HRTimelineGroup
UBS Group AGin group UBS Group AG381,308$9.77M<0.01%-40,13813F-HRTimelineGroup
Integrated Wealth Concepts LLC366,495$9.39M0.07%-10,30113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY332,002$8.51M<0.01%+46,24913F-HRTimelineGroup
Covington Investment Advisors Inc.323,935$8.3M1.22%-3,14513F-HRTimeline
Paradiem, LLC294,149$7.54M1.66%+158,37713F-HRTimeline
HighTower Advisors, LLC268,149$6.87M0.01%+3,05913F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.255,821$6.56M0.27%-44,06613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…253,070$6.49M<0.01%-52,55613F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC231,642$5.94M0.09%+36,02113F-HRTimeline
Sound View Wealth Advisors Group, LLC227,642$5.83M0.4%+12,10613F-HRTimeline
Praetorian Wealth Management, Inc.214,612$5.5M1.05%-26,96613F-HRTimeline
CENTRAL TRUST Co206,146$5.28M0.1%+6,59913F-HRTimeline
Cyndeo Wealth Partners, LLC189,709$4.86M0.26%+43,39813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC184,176$4.72M0.19%-9,88013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC182,173$4.67M<0.01%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC178,247$4.57M<0.01%-4,59513F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…167,291$4.29M0.03%+35,81713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC154,790$3.97M0.01%-18,07613F-HRTimeline
Beacon Pointe Advisors, LLC140,452$3.6M0.02%+4,63113F-HRTimeline
Quantum Financial Advisors, LLC133,110$3.41M0.38%-75,75413F-HRTimeline
PSI Advisors, LLC131,848$3.38M0.81%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC127,878$3.28M0.04%+78413F-HRTimeline
Sanctuary Advisors, LLC104,961$2.69M0.01%-30,75913F-HRTimeline
Wick Capital Partners, LLC104,047$2.67M0.49%+3713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC103,591$2.66M0.01%+8,38913F-HRTimelineGroup
NorthCoast Asset Management LLC103,175$2.64M0.06%-1,25513F-HRTimeline
Cetera Investment Advisers98,902$2.53M<0.01%+51,28013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC96,858$2.48M0.79%+14,00013F-HRTimeline
Parkway Wealth Management Group, LLC96,101$2.46M0.31%+6,25613F-HRTimeline
SONATA CAPITAL GROUP INC95,677$2.45M0.9%013F-HRTimeline
Atwater Malick LLC90,163$2.31M0.62%-11,88713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC87,994$2.26M<0.01%-5,89813F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC87,020$2.23M0.01%+7,79013F-HRTimelineGroup
Valmark Advisers, Inc.81,353$2.09M0.02%+6,97513F-HRTimeline
Wolfstich Capital, LLC83,383$2.02M1.77%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP76,019$1.95M<0.01%+5,78313F-HRTimelineGroup
IHT Wealth Management, LLC75,968$1.95M0.05%+30213F-HRTimeline
Kastel Capital Advisors, LLC75,831$1.94M1.19%013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC74,504$1.91M0.91%+28,66413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC73,414$1.88M<0.01%+61,16913F-HRTimelineGroup
New England Private Wealth Advisors LLC73,357$1.88M0.22%+1813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth72,066$1.85M<0.01%+2,41413F-HRTimelineGroup
Granite Harbor Advisors, Inc.67,346$1.73M0.75%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding64,681$1.66M-9,071Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.60,416$1.55M<0.01%-28413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA59,434$1.52M<0.01%-33,87613F-HRTimelineGroup
RIA Advisory Group LLC59,328$1.52M0.37%+48413F-HRTimeline
Capital Investment Advisors, LLC59,283$1.52M0.02%-7,20213F-HR/ATimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC59,217$1.52M0.11%013F-HRTimeline
Clearstead Advisors, LLC58,315$1.49M0.01%+19713F-HRTimeline
Financial Engines Advisors L.L.C.54,522$1.4M<0.01%-4,69313F-HRTimeline
Glenview Trust Co54,497$1.4M0.02%-99813F-HRTimeline
Scissortail Wealth Management, LLC53,426$1.37M0.28%+2,70113F-HRTimeline
OneDigital Investment Advisors LLC53,030$1.36M0.01%-5,56713F-HRTimeline
Lantz Financial LLC52,844$1.35M0.28%+10,24013F-HRTimeline
Evergreen Private Wealth LLC52,186$1.34M0.54%+2,80013F-HRTimeline
SPINNAKER TRUST51,999$1.33M0.07%013F-HRTimeline
Signature Wealth Management Group51,811$1.33M0.5%-5,78613F-HRTimeline
Aspen Wealth Management LLC48,182$1.23M0.25%+5,35113F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT45,990$1.18M1.5%13F-HRTimeline
GC Wealth Management RIA, LLC45,527$1.17M0.05%+2,88113F-HRTimeline
O'Domhnaill Enterprises, Inc.43,969$1.13M0.91%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP43,567$1.12M0.01%-29,91013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management41,520$1.06M0.01%+8,88313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\41,021$1.05M<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp40,361$1.03M0.02%-1,79513F-HRTimelineGroup
Modern Wealth Management, LLC37,854$969K0.02%+5,45113F-HRTimeline
Godshalk Welsh Capital Management, Inc.37,500$961K0.56%+5,00013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,706$941K0.01%-4,06113F-HRTimelineGroup
POSTROCK PARTNERS LLC36,656$939K0.43%+35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,177$927K<0.01%+18,09813F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.35,835$918K0.1%-19,60013F-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%013F-HRTimelineGroup
HEFFERNAN ADVISORY, INC32,664$837K0.78%013F-HRTimeline
IFP Advisors, Inc32,293$828K0.02%+6,79113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,253$828K<0.01%new13F-HR/ATimelineGroup
Crews Bank & Trust31,944$819K0.12%-63113F-HRTimeline
Snowden Capital Advisors LLC31,700$812K0.02%013F-HRTimeline
Mariner, LLCin group Mariner, LLC30,363$778K<0.01%-1,94613F-HRTimelineGroup
Investment Research Partners LLC30,257$775K0.32%new13F-HRTimeline
Avail Investment Partners, LLC30,257$775K0.83%13F-HRTimeline
Cambridge Investment Research Advisors,…30,108$772K<0.01%-2,70813F-HRTimeline
Roof Eidam Maycock Peralta, LLC29,854$765K0.18%+3413F-HRTimeline
FLOW TRADERS U.S. LLC28,133$721K0.02%new13F-HRTimeline
CFS Investment Advisory Services, LLC27,875$715K0.05%-1,65813F-HRTimeline
Resonant Capital Advisors, LLC27,461$704K0.04%013F-HRTimeline
First National Trust Co27,369$701K0.02%-91213F-HRTimeline
Financial Advisory Corp25,084$643K0.09%013F-HRTimeline
Parallel Advisors, LLC24,807$636K0.01%013F-HR/ATimeline
Foundry Financial Group, Inc.24,712$633K0.31%-3113F-HRTimeline
10Elms LLP24,594$630K0.4%+25013F-HRTimeline
Composition Wealth, LLC24,087$617K0.01%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.23,511$603K0.13%-22,12813F-HRTimeline
Eldridge Investment Advisors, Inc.23,050$591K0.13%+40013F-HRTimeline
SMITH, MOORE & CO.21,900$561K0.04%+2,74213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,815$559K0.1%+3513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC21,703$556K0.08%-47,32813F-HRTimeline
Curbstone Financial Management Corp21,620$554K0.11%013F-HRTimeline
Mills Wealth Advisors LLC21,029$539K0.19%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC20,864$535K0.11%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC20,673$530K0.28%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,958$512K<0.01%-1,35313F-HRTimeline
First Affirmative Financial Network19,828$508K0.2%13F-HR/ATimeline
Princeton Global Asset Management LLC19,825$508K0.08%-77513F-HRTimeline
Creative Planningin group Creative Planning19,542$501K<0.01%+5,25113F-HRTimelineGroup
Sovereign Financial Group, Inc.19,500$500K0.09%new13F-HRTimeline
WealthBridge Capital Management, LLC17,630$452K0.1%+1,18213F-HRTimeline
Red Tortoise LLC17,511$449K0.19%+6913F-HRTimeline
Private Advisor Group, LLC17,494$448K<0.01%-22513F-HRTimeline
SAX WEALTH ADVISORS, LLC15,255$391K0.02%013F-HRTimeline
Atria Investments, Inc14,911$382K<0.01%+37813F-HRTimeline
&PARTNERS14,845$380K<0.01%-1,79913F-HRTimeline
TWO SIGMA SECURITIES, LLC14,814$380K0.04%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,305$367K0.04%013F-HRTimeline
HRT FINANCIAL LP13,661$350K<0.01%new13F-HRTimeline
SHUFRO ROSE & CO LLC13,601$349K0.02%+3,03713F-HRTimeline
Avantax Planning Partners, Inc.13,229$339K0.01%013F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC13,150$337K0.01%+26913F-HRTimeline
Balefire, LLC12,748$327K0.06%new13F-HRTimeline
Belpointe Asset Management LLC12,742$327K0.01%-50,33713F-HRTimeline
CORA CAPITAL ADVISORS LLC12,500$320K0.11%013F-HRTimeline
Archford Capital Strategies, LLC12,028$308K0.04%-3,39513F-HRTimeline
Trust Co11,754$301K0.03%-1,95513F-HRTimeline
Janney Montgomery Scott LLC11,745$301K<0.01%-2,28013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,697$300K<0.01%+2113F-HRTimelineGroup
ALTERNA WEALTH MANAGEMENT, INC11,594$297K0.23%013F-HRTimeline
EP Wealth Advisors, LLC11,490$294K<0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,258$289K<0.01%new13F-HRTimelineGroup
Krilogy Financial LLC11,120$285K0.01%-2,87013F-HRTimeline
Downshift Financial, LLC11,032$283K0.15%new13F-HRTimeline
Peloton Wealth Strategists11,000$282K0.11%013F-HRTimeline
MONECO ADVISORS, LLC10,893$279K0.02%013F-HRTimeline
FF Advisors,LLC10,731$275K0.11%-4,09113F-HRTimeline
Commonwealth Financial Services, LLC10,426$267K0.04%+24813F-HRTimeline
Accretive Wealth Partners, LLC10,384$266K0.08%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…10,245$263K0.01%013F-HRTimelineGroup
Juno Financial Group LLC10,178$261K0.1%+4113F-HRTimeline
Wealthspire Advisors, LLC10,131$260K<0.01%new13F-HRTimeline
COOPER/HAIMS ADVISORS, LLC10,000$256K0.12%013F-HRTimeline
PRIVATE TRUST CO NA9,827$252K0.02%013F-HRTimeline
Avidian Wealth Enterprises, LLC9,802$251K0.01%-4,68413F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,451$242K0.02%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC9,312$239K<0.01%013F-HRTimelineGroup
Strategic Blueprint, LLC9,161$235K0.01%013F-HRTimeline
TPG Advisors LLC9,094$233K0.15%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP9,017$231K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC8,988$230K<0.01%013F-HRTimeline
Summit Wealth Partners, LLC8,918$229K0.04%013F-HRTimeline
OLD MISSION CAPITAL LLC8,563$219K0.01%new13F-HRTimeline
Beaumont Asset Management, L.L.C.8,520$218K0.1%013F-HRTimeline
HORAN Wealth, LLC8,453$217K0.02%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding8,272$212K+50Timeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,000$205K<0.01%-4,00013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC6,225$160K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,153$158K<0.01%+18413F-HRTimelineGroup
HM PAYSON & CO3,900$100K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,776$96.9K<0.01%+1,63513F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC3,656$93.7K0.01%013F-HRTimeline
Hughes Financial Services, LLC3,631$93.1K0.01%-3,05513F-HRTimeline
Glen Eagle Advisors, LLC3,225$82.7K0.01%013F-HRTimeline
MidFirst Bank2,990$76.6K0.01%013F-HRTimeline
Asset Dedication, LLC2,955$75.7K0.01%-5,17813F-HRTimeline
NorthAvenue LLC2,325$59.6K0.05%013F-HRTimeline
American Capital Advisory, LLC2,221$56.9K0.02%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,059$52.7K<0.01%013F-HRTimeline
Bullock Wealth Management Group1,984$50.8K0.03%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,971$50.5K<0.01%+813F-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
3 FACTOR INDEXING, LLC1,015$26K0.02%13F-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
Advisory Services Network, LLC725$18.6K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…480$12.3K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC441$11.3K<0.01%-23713F-HRTimelineGroup
Farther Finance Advisors, LLC180$4.61K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.147$3.77K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC131$3.36K<0.01%new13F-HRTimeline
Caldwell Trust Co29$743<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.19$487<0.01%013F-HRTimeline