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Disclosery

IBMP ISHARES TR

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ETF (fund)

188 managers (188 13F filers) reported a position in IBMP shares at 2026-03-31, 21,014,226 shares in all. 16 filers opened a position and 8 filers sold out during the quarter.

Managers
188
13F filers
188
New
16
Added
81
Reduced
38
Sold out
8
Shares held by filers
21,014,226

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/2,356,723$60M<0.01%+76,34313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,747,444$44.5M0.07%-285,37413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,041,667$26.5M0.01%-39,76713F-HR/ATimelineGroup
HighTower Advisors, LLC985,403$25.1M0.03%+17,23913F-HRTimeline
Clearstead Advisors, LLC976,335$24.8M0.23%+19,75213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\693,830$17.7M0.02%-21,01613F-HRTimelineGroup
Heartwood Wealth Advisors LLC636,580$16.2M1.41%-131,36813F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC566,726$14.4M0.88%+29,08313F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC560,542$14.3M0.06%+192,59513F-HRTimelineGroup
LPL Financial LLC492,697$12.5M<0.01%+11,68213F-HRTimeline
NewEdge Advisors, LLC486,045$12.4M0.04%+86313F-HR/ATimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co443,458$11.3M0.55%+6,85313F-HRTimelineGroup
Kathmere Capital Management, LLC406,428$10.3M0.64%-5,53813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY392,269$9.98M<0.01%-192,65513F-HRTimelineGroup
UBS Group AGin group UBS Group AG375,781$9.56M<0.01%+22,92113F-HRTimelineGroup
Covington Investment Advisors Inc.370,490$9.43M1.39%+3,50013F-HRTimeline
Matthew Goff Investment Advisor, LLC310,824$7.53M1.26%new13F-HRTimeline
Praetorian Wealth Management, Inc.289,168$7.35M1.4%+29,02913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC277,875$7.07M0.1%+68,61813F-HRTimeline
Paradiem, LLC248,470$6.32M1.39%+88,06013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC242,805$6.18M0.24%+2,47013F-HRTimeline
Integrated Wealth Concepts LLC207,105$5.27M0.04%+3,21513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC201,076$5.12M<0.01%+176,89313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…199,880$5.08M<0.01%-70,69113F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC197,983$5.04M0.34%+14,92913F-HRTimeline
Cyndeo Wealth Partners, LLC194,124$4.94M0.26%+56,79413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…170,486$4.33M0.03%+37,50513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC169,748$4.32M0.01%-13,56813F-HRTimeline
CENTRAL TRUST Co164,903$4.2M0.08%-6,06313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.161,734$4.11M0.17%-46,30013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC151,351$3.85M<0.01%-10,57213F-HRTimelineGroup
Quantum Financial Advisors, LLC144,063$3.66M0.41%-41,87013F-HRTimeline
Beacon Pointe Advisors, LLC136,941$3.48M0.02%+10,45013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP132,836$3.38M<0.01%+6,89313F-HRTimelineGroup
Wick Capital Partners, LLC124,430$3.17M0.58%+18,01713F-HRTimeline
Sanctuary Advisors, LLC119,585$3.04M0.02%-3,93213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA114,098$2.9M<0.01%+7,08413F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC108,914$2.77M0.03%+5,01913F-HRTimeline
NorthCoast Asset Management LLC104,250$2.65M0.06%-1,27013F-HRTimeline
SONATA CAPITAL GROUP INC104,223$2.65M0.98%013F-HRTimeline
Parkway Wealth Management Group, LLC98,511$2.5M0.32%+6,28213F-HRTimeline
Atwater Malick LLC98,046$2.49M0.67%+4,71513F-HRTimeline
POSTROCK PARTNERS LLC96,626$2.46M1.14%+1713F-HRTimeline
PSI Advisors, LLC91,110$2.32M0.56%-40,73613F-HRTimeline
Glenview Trust Co90,149$2.29M0.04%+7,81213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC89,513$2.28M<0.01%+18,56213F-HRTimelineGroup
Cetera Investment Advisers85,886$2.18M<0.01%+51,57813F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth83,285$2.12M<0.01%+10,28013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.83,023$2.11M<0.01%+2,10013F-HRTimelineGroup
CWM, LLCin group CWM, LLC82,751$2.11M0.01%+11,60213F-HRTimelineGroup
Valmark Advisers, Inc.76,893$1.96M0.02%+5,49213F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC74,854$1.9M0.9%+28,64513F-HRTimeline
SPINNAKER TRUST74,784$1.9M0.11%+6,67913F-HRTimeline
Kastel Capital Advisors, LLC74,883$1.9M1.17%013F-HRTimeline
Granite Harbor Advisors, Inc.67,891$1.73M0.75%013F-HRTimeline
Wolfstich Capital, LLC69,073$1.67M1.46%new13F-HRTimeline
Investment Research Partners LLC60,423$1.54M0.63%new13F-HRTimeline
Avail Investment Partners, LLC60,423$1.54M1.64%13F-HRTimeline
SENTINEL PENSION ADVISORS, LLC59,357$1.51M0.22%+34813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC58,477$1.49M<0.01%+23,05513F-HR/ATimelineGroup
RIA Advisory Group LLC57,194$1.46M0.36%+1,38513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC56,799$1.44M0.1%013F-HRTimeline
Capital Investment Advisors, LLC56,630$1.44M0.02%-8,21813F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp55,909$1.42M0.03%+1,40813F-HRTimelineGroup
Summit Financial, LLC55,891$1.42M0.02%-6,45313F-HRTimeline
Evergreen Private Wealth LLC53,044$1.35M0.55%+3,43513F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP51,122$1.3M0.01%-23213F-HRTimelineGroup
Aspen Wealth Management LLC48,587$1.24M0.25%+5,37813F-HRTimeline
FLOW TRADERS U.S. LLC48,224$1.23M0.04%new13F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT46,292$1.18M1.49%13F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management45,916$1.17M0.01%+5,23213F-HRTimelineGroup
GC Wealth Management RIA, LLC45,887$1.17M0.05%+2,89513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.44,971$1.14M0.01%+20913F-HRTimelineGroup
Prism Advisors, Inc.44,715$1.14M0.3%013F-HRTimeline
OneDigital Investment Advisors LLC44,554$1.13M0.01%-6,50813F-HRTimeline
Signature Wealth Management Group44,454$1.13M0.43%-6,60813F-HRTimeline
O'Domhnaill Enterprises, Inc.44,261$1.13M0.91%new13F-HRTimeline
Steward Partners Investment Advisory, L…42,652$1.09M0.01%+113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding42,537$1.08M+17,142Timeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC42,533$1.08M0.01%+2,39413F-HRTimelineGroup
Godshalk Welsh Capital Management, Inc.42,500$1.08M0.63%+6,20013F-HRTimeline
Financial Engines Advisors L.L.C.40,429$1.03M<0.01%-1,43813F-HRTimeline
TRUE Private Wealth Advisors40,372$1.03M0.1%+3,91913F-HRTimeline
Lantz Financial LLC40,272$1.02M0.21%+4,50213F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC37,742$960K0.06%-11,37713F-HRTimeline
IFP Advisors, Inc36,469$928K0.02%+4,01013F-HRTimeline
Newman Dignan & Sheerar, Inc.36,265$923K0.19%013F-HRTimeline
Crews Bank & Trust35,693$908K0.13%-13213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,000$890K<0.01%013F-HRTimelineGroup
Modern Wealth Management, LLC33,509$851K0.01%+5,46513F-HRTimeline
HEFFERNAN ADVISORY, INC33,092$842K0.78%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC32,328$822K0.19%+3513F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC32,206$819K0.01%+44213F-HRTimeline
Creative Planningin group Creative Planning32,069$816K<0.01%+12,42413F-HRTimelineGroup
Snowden Capital Advisors LLC31,000$789K0.02%013F-HRTimeline
Parallel Advisors, LLC30,885$786K0.01%+64413F-HR/ATimeline
WJ Wealth Management, LLC30,182$768K0.36%+1,20013F-HRTimeline
Curbstone Financial Management Corp30,060$765K0.15%013F-HRTimeline
CFS Investment Advisory Services, LLC28,268$719K0.05%-1,41913F-HRTimeline
Cambridge Investment Research Advisors,…27,540$701K<0.01%-86013F-HRTimeline
10Elms LLP27,394$697K0.44%+4,70013F-HRTimeline
First National Trust Co25,875$658K0.02%-92213F-HRTimeline
MEMBERS WEALTH LLC25,584$650K0.39%+2,99613F-HRTimeline
Strid Group, LLC25,530$649K0.08%013F-HRTimeline
Financial Advisory Corp25,046$637K0.09%013F-HRTimeline
Envision Financial Planning, LLC23,248$591K0.21%-20013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS21,950$558K<0.01%-2,57213F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,940$558K0.1%+3013F-HRTimeline
SMITH, MOORE & CO.21,737$553K0.04%+2,76413F-HRTimeline
Mariner, LLCin group Mariner, LLC21,227$540K<0.01%+613F-HRTimelineGroup
SILVERLAKE WEALTH MANAGEMENT LLC21,067$536K0.11%new13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.20,676$526K0.06%013F-HRTimeline
Foundry Financial Group, Inc.20,502$522K0.26%-1,02213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,226$515K<0.01%+49713F-HRTimelineGroup
Sovereign Financial Group, Inc.19,685$501K0.09%new13F-HRTimeline
First Affirmative Financial Network19,542$497K0.19%13F-HR/ATimeline
PFG Private Wealth Management, LLC18,095$460K0.2%+7,53613F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC16,297$415K0.2%+6913F-HRTimeline
WealthBridge Capital Management, LLC16,291$414K0.1%+1,13113F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV15,724$400K0.1%+1,56213F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC15,545$395K0.01%+513F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC15,089$383K0.02%013F-HRTimeline
Atria Investments, Inc15,049$383K<0.01%+39113F-HRTimeline
Janney Montgomery Scott LLC14,816$377K<0.01%013F-HRTimeline
Commonwealth Financial Services, LLC14,540$370K0.06%+1413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,457$368K0.04%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC14,358$365K0.03%-1,70113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…14,265$363K<0.01%new13F-HRTimelineGroup
Resonant Capital Advisors, LLC13,914$354K0.02%013F-HRTimeline
Private Advisor Group, LLC13,221$336K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.13,043$332K0.01%013F-HRTimeline
Eldridge Investment Advisors, Inc.12,900$328K0.07%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…12,880$328K<0.01%+1,12313F-HRTimelineGroup
Balefire, LLC12,879$328K0.06%new13F-HRTimeline
Archford Capital Strategies, LLC12,270$312K0.04%+1,20013F-HRTimeline
PRIVATE TRUST CO NA11,983$305K0.03%013F-HRTimeline
Trust Co11,841$301K0.03%-1,94813F-HRTimeline
Klingman & Associates, LLC11,504$293K0.01%-4,08013F-HRTimeline
Ausdal Financial Partners, Inc.11,134$283K0.01%+4713F-HRTimeline
MONECO ADVISORS, LLC10,943$278K0.02%013F-HRTimeline
FF Advisors,LLC10,649$270K0.11%-1,78913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,585$269K<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC10,284$262K<0.01%-2,89413F-HRTimeline
Accretive Wealth Partners, LLC10,264$261K0.07%new13F-HRTimeline
Juno Financial Group LLC10,187$259K0.1%+4313F-HRTimeline
Penobscot Investment Management Company…10,000$254K0.02%+2,00013F-HRTimeline
Advisory Services Network, LLC10,000$254K<0.01%013F-HRTimeline
Peloton Wealth Strategists10,000$254K0.1%013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC9,960$253K0.08%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,517$242K0.02%013F-HRTimelineGroup
CORA CAPITAL ADVISORS LLC9,500$242K0.08%013F-HRTimeline
Avidian Wealth Enterprises, LLC9,481$241K0.01%-3,53813F-HRTimeline
Legacy Private Trust Co.9,395$239K0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…9,230$235K0.07%+40513F-HRTimeline
Quantinno Capital Management LP9,210$234K<0.01%new13F-HRTimeline
TPG Advisors LLC9,116$232K0.14%013F-HRTimeline
Rossmore Private Capital9,071$231K0.02%-67013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…8,814$224K0.15%013F-HRTimeline
Carnegie Investment Counsel8,800$224K<0.01%new13F-HRTimeline
Strategic Blueprint, LLC8,633$220K0.01%013F-HRTimeline
HORAN Wealth, LLC8,544$217K0.02%013F-HRTimeline
Princeton Global Asset Management LLC8,450$215K0.04%013F-HRTimeline
ArborFi Advisors, LLC8,320$212K0.17%+32613F-HRTimeline
SIGNATUREFD, LLC8,134$207K<0.01%013F-HRTimeline
CNB Bank7,594$193K0.08%013F-HRTimeline
Hughes Financial Services, LLC7,550$192K0.03%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…6,245$159K<0.01%+18813F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,228$133K<0.01%+2,49913F-HRTimelineGroup
Coastline Trust Co4,716$120K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glen Eagle Advisors, LLC2,725$69.3K0.01%013F-HRTimeline
American Capital Advisory, LLC2,231$56.8K0.02%013F-HRTimeline
Bullock Wealth Management Group2,003$50.9K0.03%+813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,988$50.5K<0.01%013F-HRTimeline
HM PAYSON & CO1,963$49.9K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,527$38.8K<0.01%-2,86713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC1,115$28.4K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC962$24.5K0.01%013F-HRTimeline
Addison Advisors LLC910$23.2K0.01%013F-HRTimeline
Asset Dedication, LLC837$21.3K<0.01%013F-HRTimeline
Allworth Financial LP812$20.7K<0.01%013F-HRTimeline
MidFirst Bank800$20.4K<0.01%013F-HRTimeline
NorthAvenue LLC376$9.57K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO322$8.19K<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC247$6.28K<0.01%-32613F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.150$3.82K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC131$3.33K<0.01%new13F-HRTimeline
Caldwell Trust Co44$1.12K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$967<0.01%013F-HRTimeline