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Disclosery

IBMQ ISHARES TR

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ETF (fund)

195 managers (197 13F filers) reported a position in IBMQ shares at 2026-06-30, 21,815,117 shares in all. 20 filers opened a position and 7 filers sold out during the quarter.

Managers
195
13F filers
197
New
20
Added
88
Reduced
41
Sold out
7
Shares held by filers
21,815,117

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/2,545,675$65.1M<0.01%+146,06413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,063,596$52.8M0.07%+7,74213F-HR/ATimeline
Clearstead Advisors, LLC1,011,284$25.9M0.24%+25,35313F-HRTimeline
HighTower Advisors, LLC760,012$19.4M0.02%-45,54113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\729,690$18.7M0.02%+6,69413F-HRTimelineGroup
Heartwood Wealth Advisors LLC617,758$15.8M1.23%+66,86913F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC577,987$14.8M0.8%+18,30613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC550,670$14.1M0.05%-8,35113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN543,687$13.9M<0.01%+13,24613F-HRTimelineGroup
NewEdge Advisors, LLC532,337$13.6M0.04%+39,08213F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co464,604$11.9M0.51%+66,69913F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC461,878$11.8M0.92%+58,53813F-HRTimeline
LPL Financial LLC445,124$11.4M<0.01%+19,46713F-HRTimeline
UBS Group AGin group UBS Group AG436,913$11.2M<0.01%+40,47913F-HRTimelineGroup
Kathmere Capital Management, LLC403,121$10.3M0.55%+96,70513F-HRTimeline
Covington Investment Advisors Inc.402,305$10.3M1.33%+15,67513F-HRTimeline
Paradiem, LLC395,462$10.1M2.18%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC375,297$9.6M0.35%-38,14313F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding319,695$8.18M+24,230Timeline
Praetorian Wealth Management, Inc.302,556$7.74M1.34%-1,35613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…301,334$7.71M<0.01%+2,65413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC298,060$7.62M0.1%+25,87713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY272,284$6.97M<0.01%+5,75513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC266,886$6.83M<0.01%+85,39913F-HRTimelineGroup
Integrated Wealth Concepts LLC199,769$5.11M0.02%+48,29113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…187,694$4.8M0.03%+17,67813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA184,153$4.71M<0.01%-2,81313F-HRTimelineGroup
Cyndeo Wealth Partners, LLC179,513$4.59M0.22%+16,50013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP175,777$4.5M<0.01%-48,54913F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC164,866$4.22M0.26%+3,94213F-HRTimeline
CENTRAL TRUST Co154,066$3.94M0.07%-7,50813F-HRTimeline
Beacon Pointe Advisors, LLC142,123$3.64M0.02%+44513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.132,560$3.39M0.12%+4,00013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC127,204$3.25M<0.01%+43913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC126,845$3.24M<0.01%+27,82913F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC123,766$3.17M0.04%+96213F-HRTimeline
Quantum Financial Advisors, LLC123,149$3.15M0.31%-37,18013F-HRTimeline
Cypress Point Wealth Management, LLC119,536$3.06M0.62%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC118,317$3.03M0.01%+23,94313F-HRTimelineGroup
SONATA CAPITAL GROUP INC104,442$2.67M0.86%+98213F-HRTimeline
Atwater Malick LLC101,618$2.6M0.57%+1,77013F-HRTimeline
Parkway Wealth Management Group, LLC100,372$2.57M0.3%+2,63213F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC99,285$2.54M0.17%new13F-HRTimeline
Valmark Advisers, Inc.87,768$2.25M0.02%+9,58813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC87,590$2.24M<0.01%+3,28113F-HRTimeline
Cetera Investment Advisers87,419$2.24M<0.01%-93713F-HRTimeline
Summit Financial, LLC86,695$2.22M0.02%+49,05113F-HRTimeline
MML INVESTORS SERVICES, LLC82,605$2.11M<0.01%new13F-HRTimeline
SPINNAKER TRUST80,729$2.07M0.1%+5,86913F-HRTimeline
Sanctuary Advisors, LLC78,570$2.01M0.01%+36413F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC74,490$1.91M0.77%+82413F-HRTimeline
Ellis Investment Partners, LLC72,148$1.85M0.28%+2013F-HRTimeline
Granite Harbor Advisors, Inc.72,126$1.84M0.73%+8,48013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC71,357$1.83M0.02%-31,05513F-HRTimelineGroup
RIA Advisory Group LLC70,243$1.8M0.4%+14,10413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp68,363$1.75M0.03%-4,66313F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC64,602$1.65M0.03%-34,49913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth63,025$1.61M<0.01%-11,98013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding59,575$1.52M-7,431Timeline
Brookstone Capital Managementin group Brookstone Capital Management57,736$1.48M0.01%+19,70513F-HRTimelineGroup
TRUE Private Wealth Advisors56,019$1.43M0.12%+24,69813F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC55,832$1.43M0.08%-12,78713F-HRTimeline
Kastel Capital Advisors, LLC54,340$1.39M0.88%+7113F-HRTimeline
Capital Investment Advisors, LLC52,576$1.34M0.02%-38013F-HRTimeline
SENTINEL PENSION ADVISORS, LLC52,596$1.34M0.18%+42913F-HRTimeline
Evergreen Private Wealth LLC51,630$1.32M0.49%+19513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS50,029$1.28M<0.01%+26,85713F-HRTimeline
Godshalk Welsh Capital Management, Inc.49,500$1.27M0.68%+2,50013F-HRTimeline
Lantz Financial LLC49,307$1.26M0.23%+2,14313F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49,154$1.26M0.09%013F-HRTimeline
Envision Financial Planning, LLC48,131$1.23M0.4%+3,33813F-HRTimeline
GC Wealth Management RIA, LLC46,522$1.19M0.07%+90413F-HRTimeline
Mariner, LLCin group Mariner, LLC46,358$1.19M<0.01%+1,27813F-HRTimelineGroup
Rossmore Private Capital45,940$1.18M0.1%+1,96313F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT45,927$1.17M1.27%013F-HRTimeline
Quantinno Capital Management LP43,133$1.1M<0.01%-8713F-HRTimeline
Financial Engines Advisors L.L.C.42,792$1.09M<0.01%-4613F-HRTimeline
PSI Advisors, LLC42,300$1.08M0.25%-36,80013F-HRTimeline
Glenview Trust Co40,929$1.05M0.01%+2,50013F-HR/ATimeline
OneDigital Investment Advisors LLC40,217$1.03M0.01%-2,23413F-HRTimeline
Legacy Private Trust Co.39,523$1.01M0.06%013F-HRTimeline
EP Wealth Advisors, LLC37,858$968K<0.01%new13F-HRTimeline
Crews Bank & Trust37,621$962K0.13%013F-HRTimeline
Jacobi Capital Management LLC36,927$945K0.05%new13F-HRTimeline
IHT Wealth Management, LLC36,736$940K0.02%+9,59613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,000$895K<0.01%013F-HRTimelineGroup
Curbstone Financial Management Corp34,800$890K0.15%-15013F-HRTimeline
Gryphon Financial Partners LLC34,485$882K0.08%013F-HRTimeline
Wick Capital Partners, LLC33,664$861K0.13%013F-HRTimeline
MEMBERS WEALTH LLC33,385$854K0.47%+17,91513F-HRTimeline
HEFFERNAN ADVISORY, INC33,148$848K0.71%013F-HRTimeline
First National Trust Co32,552$833K0.03%-5,05213F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP32,371$828K<0.01%+4,37813F-HRTimelineGroup
Roof Eidam Maycock Peralta, LLC31,969$818K0.16%+4513F-HRTimeline
IFP Advisors, Inc31,772$813K0.01%+5,38913F-HRTimeline
Aspen Wealth Management LLC31,435$804K0.14%-13,41913F-HRTimeline
Snowden Capital Advisors LLC31,400$803K0.02%+40013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,228$773K<0.01%+2,81913F-HRTimelineGroup
Parallel Advisors, LLC29,923$765K0.01%+78613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC29,796$762K<0.01%new13F-HRTimelineGroup
Financial Advisory Corp29,511$755K0.1%+1,17813F-HRTimeline
WJ Wealth Management, LLC28,885$739K0.29%-60013F-HRTimeline
Cambridge Investment Research Advisors,…28,799$737K<0.01%+2,48013F-HR/ATimeline
10Elms LLP28,060$718K0.3%+7,00013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC27,739$710K0.14%+3,86213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,300$698K<0.01%+9,20613F-HRTimelineGroup
JOHNSON INVESTMENT COUNSEL INC26,027$666K<0.01%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…24,511$627K0.38%+1,95713F-HRTimeline
Creative Planningin group Creative Planning24,229$620K<0.01%-6,58513F-HRTimelineGroup
FF Advisors,LLC23,867$611K0.23%-1,96813F-HRTimeline
Modern Wealth Management, LLC23,394$598K0.01%-9,84013F-HRTimeline
SMITH, MOORE & CO.23,077$590K0.04%+1,99213F-HRTimeline
CFS Investment Advisory Services, LLC22,962$586K0.04%-4,09613F-HRTimeline
Janney Montgomery Scott LLC22,586$578K<0.01%+7,87713F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/22,565$577K0.09%+99513F-HRTimeline
Newman Dignan & Sheerar, Inc.22,563$577K0.11%013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV22,268$570K0.13%+5,13013F-HRTimeline
Cove Private Wealth, LLC22,000$563K0.11%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …21,962$562K0.03%new13F-HRTimelineGroup
BETO FINANCIAL GROUP, LLC21,916$560K0.29%new13F-HRTimeline
Strid Group, LLC21,500$550K0.06%013F-HRTimeline
TPG Advisors LLC21,049$538K0.3%+7,96013F-HRTimeline
Carnegie Investment Counsel20,100$514K0.01%new13F-HRTimeline
Sovereign Financial Group, Inc.19,561$500K0.08%013F-HRTimeline
POSTROCK PARTNERS LLC19,181$491K0.2%+1,95013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO18,903$483K<0.01%-72,96913F-HRTimelineGroup
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,323$469K0.01%+613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,997$460K0.01%+6,56113F-HRTimelineGroup
JIM SAULNIER & ASSOCIATES, LLC17,321$443K0.18%+3,45813F-HRTimeline
PFG Private Wealth Management, LLC17,165$439K0.19%-20913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…16,914$433K<0.01%-4,56113F-HRTimelineGroup
Penobscot Investment Management Company…15,750$403K0.03%013F-HRTimeline
SAX WEALTH ADVISORS, LLC14,707$375K0.02%+513F-HRTimeline
WealthBridge Capital Management, LLC14,609$374K0.07%+51213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,375$368K0.03%013F-HR/ATimeline
Investment Research Partners LLC14,156$362K0.12%-30,80913F-HRTimeline
Avail Investment Partners, LLC14,156$362K0.28%-30,80913F-HRTimeline
Passive Capital Management, LLC.13,803$353K0.11%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,800$353K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,533$346K<0.01%013F-HRTimelineGroup
Peloton Wealth Strategists13,000$333K0.12%013F-HRTimeline
Balefire, LLC12,843$329K0.05%013F-HRTimeline
Avantax Planning Partners, Inc.12,459$319K0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,918$305K<0.01%-11,06113F-HRTimelineGroup
Trust Co11,788$302K0.03%013F-HRTimeline
Commonwealth Financial Services, LLC11,345$290K0.04%-3,39513F-HRTimeline
Heritage Family Offices, LLP11,073$283K0.11%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.11,073$283K0.11%new13F-HRTimeline
MONECO ADVISORS, LLC10,933$280K0.02%013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,112$259K0.04%013F-HRTimeline
Archford Capital Strategies, LLC9,740$249K0.03%-3,02413F-HRTimeline
Klingman & Associates, LLC9,620$246K0.01%-2,97213F-HRTimeline
Segment Wealth Management, LLC9,500$243K0.01%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,448$242K0.02%013F-HRTimelineGroup
Accretive Wealth Partners, LLC9,424$241K0.06%-1,18413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,086$232K0.01%013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…9,055$232K0.06%-15513F-HRTimeline
Arax Advisory Partners8,886$227K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA8,809$225K0.02%013F-HRTimeline
Meridian Wealth Management, LLC8,687$222K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC8,633$221K0.03%+3,92513F-HRTimeline
HORAN Wealth, LLC8,495$217K0.03%013F-HR/ATimeline
ArborFi Advisors, LLC8,282$212K0.15%013F-HRTimeline
Composition Wealth, LLC8,271$212K<0.01%new13F-HRTimeline
NESTEGG ADVISORS, INC.8,264$211K0.15%+5013F-HRTimeline
Beaumont Asset Management, L.L.C.8,030$205K0.08%013F-HRTimeline
Wealthspire Advisors, LLC7,819$200K<0.01%new13F-HRTimeline
CNB Bank7,637$195K0.08%013F-HRTimeline
Elequin Capital, LP7,228$185K0.01%new13F-HRTimeline
Hughes Financial Services, LLC6,761$173K0.02%+71613F-HRTimeline
FMR LLCin group FMR LLC6,378$163K<0.01%+5,06513F-HRTimelineGroup
Key Financial Inc5,200$133K0.02%new13F-HRTimeline
Bank of New Hampshire3,770$96.4K0.02%-1,00013F-HRTimeline
Addison Advisors LLC3,360$85.9K0.04%+2,36513F-HRTimeline
Steward Partners Investment Advisory, L…3,028$77.5K<0.01%013F-HRTimeline
Community Financial Services Group, LLC2,939$75K0.01%new13F-HRTimeline
Global Retirement Partners, LLC2,748$70.3K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC2,738$70K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC2,725$69.7K0.01%013F-HRTimeline
American Capital Advisory, LLC2,217$56.7K0.02%013F-HRTimeline
Bullock Wealth Management Group2,007$51.2K0.02%13F-HRTimeline
HM PAYSON & CO1,949$49.9K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,794$45.9K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,570$40.2K<0.01%+5813F-HRTimelineGroup
IFG Advisory, LLC1,555$39.8K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,026$26.2K<0.01%-28713F-HRTimeline
MidFirst Bank1,000$25.6K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC828$21.2K<0.01%013F-HRTimeline
Allworth Financial LP813$20.8K<0.01%013F-HRTimeline
Asset Dedication, LLC803$20.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.590$15.1K<0.01%+44013F-HRTimelineGroup
NorthAvenue LLC387$9.9K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB135$3.45K<0.01%013F-HRTimeline
Caldwell Trust Co40$1.02K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$972<0.01%013F-HRTimeline