IBMO ISHARES TR
FollowETF (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in IBMO shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | 49,204 | $1.26M | 0.08% | -768 | 13F-HRTimeline |
| Prism Advisors, Inc. | 35,665 | $913K | 0.23% | 0 | 13F-HRTimeline |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 12,956 | $332K | 0.01% | 0 | 13F-HRTimeline |
| Trust Co | 11,754 | $301K | 0.03% | 0 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 9,802 | $251K | 0.01% | 0 | 13F-HRTimeline |
| Baring Financial LLC | 9,747 | $250K | 0.13% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 2,914 | $74.7K | <0.01% | 0 | 13F-HRTimeline |
| Bullock Wealth Management Group | 2,008 | $51.4K | 0.02% | +12 | 13F-HRTimeline |
| Coastline Trust Co | 1,918 | $49.2K | <0.01% | 0 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Bank of New Hampshire | 905 | $23.2K | 0.01% | 0 | 13F-HRTimeline |