IBMP ISHARES TR
FollowETF (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in IBMP 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 |
|---|---|---|---|---|---|
| Heartwood Wealth Advisors LLC | 703,566 | $17.8M | 1.4% | +5,622 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 99,456 | $2.51M | 0.16% | -1,576 | 13F-HRTimeline |
| Prism Advisors, Inc. | 44,715 | $1.13M | 0.28% | 0 | 13F-HRTimeline |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 27,520 | $695K | 0.01% | -4,316 | 13F-HRTimeline |
| Balefire, LLC | 12,879 | $325K | 0.05% | 0 | 13F-HRTimeline |
| Trust Co | 11,841 | $299K | 0.03% | 0 | 13F-HRTimeline |
| Baring Financial LLC | 11,076 | $280K | 0.15% | new | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 9,481 | $239K | 0.01% | 0 | 13F-HRTimeline |
| Legacy Private Trust Co. | 9,395 | $237K | 0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 7,701 | $194K | <0.01% | 0 | 13F-HRTimeline |
| Coastline Trust Co | 4,716 | $119K | 0.01% | 0 | 13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them. |
| Bullock Wealth Management Group | 2,028 | $51.1K | 0.02% | +12 | 13F-HRTimeline |