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Disclosery

IBMP ISHARES TR

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ETF (fund)

190 managers (190 13F filers) reported a position in IBMP shares at 2026-06-30, 21,388,747 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
190
13F filers
190
New
15
Added
85
Reduced
40
Sold out
12
Shares held by filers
21,388,747

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/2,660,591$67.6M<0.01%+303,86813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,841,644$46.8M0.06%+94,20013F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,062,105$27M<0.01%+20,43813F-HRTimelineGroup
Clearstead Advisors, LLC1,001,027$25.4M0.24%+24,69213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\745,224$18.9M0.02%+51,39413F-HRTimelineGroup
Heartwood Wealth Advisors LLC697,944$17.7M1.38%+61,36413F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC584,924$14.9M0.81%+18,19813F-HRTimeline
HighTower Advisors, LLC550,178$14M0.01%-435,22513F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC547,234$13.9M0.05%-13,30813F-HRTimelineGroup
LPL Financial LLC525,026$13.3M<0.01%+32,32913F-HRTimeline
NewEdge Advisors, LLC523,606$13.3M0.04%+37,56113F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co508,428$12.9M0.55%+64,97013F-HRTimelineGroup
Kathmere Capital Management, LLC498,643$12.7M0.67%+92,21513F-HRTimeline
UBS Group AGin group UBS Group AG413,349$10.5M<0.01%+37,56813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY390,504$9.93M<0.01%-1,76513F-HRTimelineGroup
Covington Investment Advisors Inc.378,345$9.62M1.24%+7,85513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC309,899$7.88M0.1%+32,02413F-HRTimeline
Integrated Wealth Concepts LLC308,549$7.84M0.04%+101,44413F-HRTimeline
Praetorian Wealth Management, Inc.285,165$7.25M1.25%-4,00313F-HRTimeline
Paradiem, LLC248,470$6.32M1.36%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC247,525$6.29M0.23%+4,72013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…206,724$5.25M<0.01%+6,84413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC204,049$5.19M0.24%+9,92513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC200,570$5.1M<0.01%-50613F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC198,399$5.04M0.31%+41613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…186,296$4.73M0.03%+15,81013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.180,734$4.59M0.17%+19,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC174,701$4.44M0.01%+4,95313F-HRTimeline
CENTRAL TRUST Co157,338$4M0.07%-7,56513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC153,021$3.89M<0.01%+1,67013F-HRTimelineGroup
Odyssey Group, LLC141,199$3.59M0.97%13F-HRTimeline
Beacon Pointe Advisors, LLC138,170$3.51M0.02%+1,22913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,194$3.44M<0.01%+2,35813F-HRTimelineGroup
Quantum Financial Advisors, LLC123,842$3.15M0.31%-20,22113F-HRTimeline
Sanctuary Advisors, LLC120,344$3.06M0.01%+75913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,304$3.01M<0.01%+4,20613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC117,182$2.98M0.01%+27,66913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC109,890$2.79M0.03%+97613F-HRTimeline
NorthCoast Asset Management LLC107,271$2.73M0.06%+3,02113F-HRTimeline
SONATA CAPITAL GROUP INC106,489$2.71M0.87%+2,26613F-HRTimeline
Parkway Wealth Management Group, LLC101,149$2.57M0.3%+2,63813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC101,032$2.57M0.17%new13F-HRTimeline
Atwater Malick LLC99,822$2.54M0.55%+1,77613F-HRTimeline
POSTROCK PARTNERS LLC98,576$2.51M1.02%+1,95013F-HRTimeline
Summit Financial, LLC97,017$2.47M0.03%+41,12613F-HRTimeline
Glenview Trust Co95,174$2.42M0.03%+5,02513F-HR/ATimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC88,899$2.26M<0.01%+30,42213F-HRTimelineGroup
Valmark Advisers, Inc.88,719$2.26M0.02%+11,82613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,880$2.21M<0.01%+3,85713F-HRTimelineGroup
Cetera Investment Advisers85,265$2.17M<0.01%-62113F-HRTimeline
SPINNAKER TRUST84,490$2.15M0.1%+9,70613F-HRTimeline
Granite Harbor Advisors, Inc.76,411$1.94M0.77%+8,52013F-HRTimeline
Kastel Capital Advisors, LLC74,959$1.91M1.21%+7613F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC74,339$1.89M0.77%-51513F-HRTimeline
RIA Advisory Group LLC73,065$1.86M0.41%+15,87113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management65,737$1.67M0.02%+19,82113F-HRTimelineGroup
TRUE Private Wealth Advisors61,037$1.55M0.13%+20,66513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth60,236$1.53M<0.01%-23,04913F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC60,012$1.52M0.2%+65513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP56,740$1.44M0.01%+5,61813F-HRTimelineGroup
Capital Investment Advisors, LLC56,609$1.44M0.02%-2113F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC53,650$1.36M0.1%-3,14913F-HRTimeline
Evergreen Private Wealth LLC52,013$1.32M0.49%-1,03113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp50,607$1.29M0.02%-5,30213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS50,479$1.28M<0.01%+28,52913F-HRTimeline
PSI Advisors, LLC49,405$1.26M0.29%-41,70513F-HRTimeline
Mariner, LLCin group Mariner, LLC48,855$1.24M<0.01%+27,62813F-HRTimelineGroup
O'Domhnaill Enterprises, Inc.47,633$1.21M0.97%+3,37213F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT46,777$1.19M1.28%+48513F-HRTimeline
GC Wealth Management RIA, LLC46,775$1.19M0.07%+88813F-HRTimeline
Financial Engines Advisors L.L.C.45,725$1.16M<0.01%+5,29613F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.45,049$1.15M0.01%+7813F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.45,000$1.14M0.62%+2,50013F-HRTimeline
Prism Advisors, Inc.44,715$1.14M0.28%013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC44,182$1.12M0.01%+1,64513F-HRTimelineGroup
MEMBERS WEALTH LLC43,516$1.11M0.61%+17,93213F-HRTimeline
Steward Partners Investment Advisory, L…42,554$1.08M0.01%-9813F-HRTimeline
Lantz Financial LLC42,353$1.08M0.2%+2,08113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,673$1.06M0.01%-86013F-HRTimelineGroup
OneDigital Investment Advisors LLC40,327$1.03M0.01%-4,22713F-HRTimeline
Newman Dignan & Sheerar, Inc.39,265$998K0.19%+3,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.37,540$954K<0.01%+2,54013F-HRTimelineGroup
Jacobi Capital Management LLC37,031$941K0.05%new13F-HRTimeline
Crews Bank & Trust35,693$907K0.12%013F-HRTimeline
Aspen Wealth Management LLC35,051$891K0.15%-13,53613F-HRTimeline
IFP Advisors, Inc34,242$870K0.02%-2,22713F-HRTimeline
HEFFERNAN ADVISORY, INC33,092$841K0.7%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC32,380$823K0.16%+5213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC31,836$809K0.01%-37013F-HRTimeline
Parallel Advisors, LLC31,674$805K0.01%+78913F-HRTimeline
Snowden Capital Advisors LLC31,400$798K0.02%+40013F-HRTimeline
BETO FINANCIAL GROUP, LLC30,886$785K0.41%new13F-HRTimeline
WJ Wealth Management, LLC30,182$767K0.3%013F-HRTimeline
Curbstone Financial Management Corp30,060$764K0.13%013F-HRTimeline
Financial Advisory Corp29,360$746K0.1%+4,31413F-HRTimeline
Cambridge Investment Research Advisors,…29,189$742K<0.01%+1,64913F-HR/ATimeline
First National Trust Co28,726$730K0.02%+2,85113F-HRTimeline
10Elms LLP28,194$717K0.3%+80013F-HRTimeline
Investment Research Partners LLC25,602$651K0.22%-34,82113F-HRTimeline
Avail Investment Partners, LLC25,602$651K0.5%-34,82113F-HRTimeline
Strid Group, LLC25,530$649K0.07%013F-HRTimeline
Creative Planningin group Creative Planning25,128$639K<0.01%-6,94113F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC24,960$634K0.12%+3,89313F-HRTimeline
CFS Investment Advisory Services, LLC24,141$613K0.04%-4,12713F-HRTimeline
SMITH, MOORE & CO.23,456$596K0.04%+1,71913F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/22,945$583K0.09%+1,00513F-HRTimeline
Modern Wealth Management, LLC22,941$583K0.01%-10,56813F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV22,376$569K0.13%+6,65213F-HRTimeline
Envision Financial Planning, LLC22,280$566K0.18%-96813F-HRTimeline
Cove Private Wealth, LLC22,000$559K0.11%new13F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC21,829$555K0.03%-15,91313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.20,676$526K0.05%013F-HRTimeline
Foundry Financial Group, Inc.20,502$521K0.23%013F-HRTimeline
Sovereign Financial Group, Inc.19,685$500K0.08%013F-HRTimeline
PFG Private Wealth Management, LLC17,827$453K0.2%-26813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …16,921$430K0.02%new13F-HRTimelineGroup
WealthBridge Capital Management, LLC16,663$424K0.08%+37213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,398$417K0.17%+10113F-HRTimeline
Arax Advisory Partners16,142$410K<0.01%new13F-HRTimeline
SAX WEALTH ADVISORS, LLC15,089$384K0.02%013F-HRTimeline
Atria Investments, Inc15,049$383K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,032$382K<0.01%+9,80413F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.14,457$367K0.03%013F-HR/ATimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,455$367K<0.01%+19013F-HRTimelineGroup
Princeton Global Asset Management LLC14,394$366K0.05%+5,94413F-HRTimeline
Resonant Capital Advisors, LLC13,914$354K0.02%013F-HRTimeline
Janney Montgomery Scott LLC13,826$351K<0.01%-99013F-HRTimeline
Avantax Planning Partners, Inc.13,043$332K0.01%013F-HRTimeline
Eldridge Investment Advisors, Inc.12,900$328K0.06%013F-HRTimeline
Balefire, LLC12,879$327K0.05%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC12,571$320K0.02%-1,78713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,473$317K<0.01%+1,88813F-HRTimelineGroup
PRIVATE TRUST CO NA11,983$305K0.02%013F-HRTimeline
Redhawk Wealth Advisors, Inc.11,931$303K0.03%new13F-HRTimeline
Trust Co11,841$301K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,783$300K<0.01%new13F-HRTimelineGroup
Commonwealth Financial Services, LLC11,408$290K0.04%-3,13213F-HRTimeline
Ausdal Financial Partners, Inc.11,203$285K0.01%+6913F-HRTimeline
Heritage Family Offices, LLP11,136$283K0.11%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.11,136$283K0.11%new13F-HRTimeline
Klingman & Associates, LLC10,960$279K0.01%-54413F-HRTimeline
MONECO ADVISORS, LLC10,943$278K0.02%013F-HRTimeline
Carnegie Investment Counsel10,600$269K0.01%+1,80013F-HRTimeline
Juno Financial Group LLC10,250$261K0.09%+6313F-HRTimeline
Penobscot Investment Management Company…10,000$254K0.02%013F-HRTimeline
Advisory Services Network, LLC10,000$254K<0.01%013F-HRTimeline
Peloton Wealth Strategists10,000$254K0.09%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,517$242K0.02%013F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC9,500$241K0.07%013F-HRTimeline
Avidian Wealth Enterprises, LLC9,481$241K0.01%013F-HRTimeline
Legacy Private Trust Co.9,395$239K0.01%013F-HRTimeline
Archford Capital Strategies, LLC9,391$239K0.02%-2,87913F-HRTimeline
Composition Wealth, LLC9,322$237K<0.01%new13F-HRTimeline
Mesirow Financial Investment Management…9,130$232K<0.01%new13F-HRTimeline
TPG Advisors LLC9,116$232K0.13%013F-HRTimeline
Accretive Wealth Partners, LLC9,099$231K0.06%-1,16513F-HRTimeline
Rossmore Private Capital9,071$231K0.02%013F-HRTimeline
Cornell Pochily Investment Advisors, In…9,070$231K0.06%-16013F-HRTimeline
Strategic Blueprint, LLC8,633$219K0.01%013F-HRTimeline
HORAN Wealth, LLC8,544$217K0.03%013F-HR/ATimeline
ArborFi Advisors, LLC8,320$211K0.15%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,304$211K<0.01%-11,92213F-HRTimelineGroup
Hughes Financial Services, LLC8,270$210K0.03%+72013F-HRTimeline
FF Advisors,LLC8,249$210K0.08%-2,40013F-HRTimeline
SIGNATUREFD, LLC8,134$207K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC7,701$196K<0.01%new13F-HRTimeline
CNB Bank7,594$193K0.08%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,550$192K<0.01%-5,33013F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,248$159K<0.01%+313F-HRTimelineGroup
Key Financial Inc4,975$126K0.02%new13F-HRTimeline
FMR LLCin group FMR LLC4,823$123K<0.01%+4,57613F-HRTimelineGroup
Coastline Trust Co4,716$120K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Addison Advisors LLC3,480$88.5K0.04%+2,57013F-HRTimeline
Glen Eagle Advisors, LLC2,725$69.3K0.01%013F-HRTimeline
American Capital Advisory, LLC2,231$56.7K0.02%013F-HRTimeline
Community Financial Services Group, LLC2,167$54.9K0.01%new13F-HRTimeline
Bullock Wealth Management Group2,016$51.1K0.02%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,988$50.4K<0.01%013F-HRTimeline
HM PAYSON & CO1,963$49.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC1,159$29.5K<0.01%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC1,115$28.3K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC962$24.5K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management927$23.6K<0.01%-60013F-HRTimelineGroup
Asset Dedication, LLC837$21.3K<0.01%013F-HRTimeline
Allworth Financial LP812$20.6K<0.01%013F-HRTimeline
MidFirst Bank800$20.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.740$18.8K<0.01%+59013F-HRTimelineGroup
NorthAvenue LLC376$9.56K0.01%013F-HRTimeline
Caldwell Trust Co44$1.12K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$966<0.01%013F-HRTimeline