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Disclosery

IBMQ ISHARES TR

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ETF (fund)

185 managers (187 13F filers) reported a position in IBMQ shares at 2026-03-31, 21,171,234 shares in all. 16 filers opened a position and 7 filers sold out during the quarter.

Managers
185
13F filers
187
New
16
Added
99
Reduced
28
Sold out
7
Shares held by filers
21,171,234

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/2,399,611$61.3M<0.01%+125,25313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,055,854$52.5M0.08%-1,846,86613F-HRTimeline
Clearstead Advisors, LLC985,931$25.2M0.23%+23,92513F-HRTimeline
HighTower Advisors, LLC805,553$20.6M0.02%+38,64513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\722,996$18.5M0.02%-49,02013F-HRTimelineGroup
LBMC INVESTMENT ADVISORS, LLC559,681$14.3M0.87%+41,27913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC559,021$14.3M0.06%+338,36113F-HRTimelineGroup
Heartwood Wealth Advisors LLC550,889$14.1M1.23%+291,13013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN530,441$13.5M<0.01%-2,87713F-HR/ATimelineGroup
NewEdge Advisors, LLC493,255$12.6M0.05%+5,04413F-HR/ATimeline
LPL Financial LLC425,657$10.9M<0.01%+131,17813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC413,440$10.6M0.42%+3,62013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC403,340$10.3M0.9%-5,91613F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co397,905$10.2M0.49%+6,60613F-HRTimelineGroup
UBS Group AGin group UBS Group AG396,434$10.1M<0.01%+42,74513F-HRTimelineGroup
Paradiem, LLC395,462$10.1M2.22%new13F-HRTimeline
Covington Investment Advisors Inc.386,630$9.87M1.45%+15,31013F-HRTimeline
Kathmere Capital Management, LLC306,416$7.82M0.49%-6,83713F-HRTimeline
Praetorian Wealth Management, Inc.303,912$7.76M1.47%+36,56613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…298,680$7.63M<0.01%+5,86213F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding295,465$7.54M+59,806Timeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC272,183$6.95M0.1%+36,44213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY266,529$6.8M<0.01%-171,98013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP224,326$5.73M0.01%+10,67213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA186,966$4.77M<0.01%+31,53413F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC181,487$4.63M<0.01%new13F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…170,016$4.34M0.03%+37,45413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC163,013$4.16M0.22%+41,49613F-HRTimeline
CENTRAL TRUST Co161,574$4.12M0.08%-5,71513F-HRTimeline
Sound View Wealth Advisors Group, LLC160,924$4.11M0.28%+14,94613F-HRTimeline
Quantum Financial Advisors, LLC160,329$4.09M0.46%+32,45313F-HRTimeline
Integrated Wealth Concepts LLC151,478$3.87M0.03%+18,90013F-HRTimeline
Beacon Pointe Advisors, LLC141,678$3.62M0.02%+15,75313F-HRTimeline
Matthew Goff Investment Advisor, LLC134,643$3.41M0.57%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.128,560$3.28M0.13%+4,62513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC126,765$3.24M<0.01%+33513F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC122,804$3.14M0.04%+7,77313F-HRTimeline
Cypress Point Wealth Management, LLC119,536$3.05M0.66%013F-HRTimeline
FLOW TRADERS U.S. LLC104,648$2.67M0.08%+95,62613F-HRTimeline
SONATA CAPITAL GROUP INC103,460$2.64M0.97%+4,10013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC102,412$2.61M0.03%+4,75313F-HRTimelineGroup
Atwater Malick LLC99,848$2.55M0.69%+4,67713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC99,101$2.53M0.04%+5,75513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC99,016$2.53M<0.01%+3,24413F-HR/ATimelineGroup
Parkway Wealth Management Group, LLC97,740$2.49M0.32%+5,91513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC94,374$2.41M<0.01%+30,85213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,872$2.34M<0.01%new13F-HR/ATimelineGroup
Cetera Investment Advisers88,356$2.26M<0.01%+51,27713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC84,309$2.15M<0.01%-20,47113F-HRTimeline
PSI Advisors, LLC79,100$2.02M0.48%-30,00013F-HRTimeline
Sanctuary Advisors, LLC78,206$2M0.01%+8,06713F-HRTimeline
Valmark Advisers, Inc.78,180$2M0.02%+5,25313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth75,005$1.91M<0.01%+10,20013F-HRTimelineGroup
SPINNAKER TRUST74,860$1.91M0.11%+9,35813F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC73,666$1.88M0.89%+43,38913F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp73,026$1.86M0.04%+1,39413F-HRTimelineGroup
CWM, LLCin group CWM, LLC72,553$1.85M<0.01%-3,98113F-HRTimelineGroup
Ellis Investment Partners, LLC72,128$1.84M0.32%+2,44513F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC68,619$1.75M0.11%-96913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding67,006$1.71M+27,354Timeline
Granite Harbor Advisors, Inc.63,646$1.62M0.71%013F-HRTimeline
RIA Advisory Group LLC56,139$1.43M0.35%+92213F-HRTimeline
Kastel Capital Advisors, LLC54,269$1.39M0.85%013F-HRTimeline
Capital Investment Advisors, LLC52,956$1.35M0.02%-7,02513F-HR/ATimeline
SENTINEL PENSION ADVISORS, LLC52,167$1.33M0.2%+21313F-HRTimeline
Evergreen Private Wealth LLC51,435$1.31M0.53%+2,25213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC49,154$1.25M0.09%013F-HRTimeline
Lantz Financial LLC47,164$1.2M0.25%+3,91613F-HRTimeline
Godshalk Welsh Capital Management, Inc.47,000$1.2M0.7%+11,70013F-HRTimeline
SUMMITPOINT CAPITAL MANAGEMENT45,927$1.17M1.49%13F-HRTimeline
GC Wealth Management RIA, LLC45,618$1.16M0.05%+2,86513F-HRTimeline
Mariner, LLCin group Mariner, LLC45,080$1.15M<0.01%+913F-HRTimelineGroup
Avail Investment Partners, LLC44,965$1.15M1.23%13F-HRTimeline
Investment Research Partners LLC44,965$1.15M0.47%new13F-HRTimeline
Aspen Wealth Management LLC44,854$1.15M0.23%+1,89413F-HRTimeline
Envision Financial Planning, LLC44,793$1.14M0.41%+86213F-HRTimeline
Rossmore Private Capital43,977$1.12M0.1%+10,14813F-HRTimeline
Quantinno Capital Management LP43,220$1.1M<0.01%+1,86813F-HRTimeline
Financial Engines Advisors L.L.C.42,838$1.09M<0.01%-1,35913F-HRTimeline
OneDigital Investment Advisors LLC42,451$1.08M0.01%-3,63913F-HRTimeline
Signature Wealth Management Group42,263$1.08M0.41%-3,82713F-HRTimeline
Legacy Private Trust Co.39,523$1.01M0.06%013F-HRTimeline
Glenview Trust Co38,429$981K0.02%+3,01613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management38,031$971K0.01%+5,17913F-HRTimelineGroup
Summit Financial, LLC37,644$961K0.01%-9,89513F-HRTimeline
Crews Bank & Trust37,621$960K0.14%-13413F-HRTimeline
First National Trust Co37,604$960K0.03%-90313F-HRTimeline
Wolfstich Capital, LLC36,753$929K0.81%new13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.35,000$894K<0.01%013F-HRTimelineGroup
Curbstone Financial Management Corp34,950$892K0.17%013F-HRTimeline
Gryphon Financial Partners LLC34,485$880K0.09%+9,54513F-HRTimeline
Wick Capital Partners, LLC33,664$859K0.16%+13,34013F-HRTimeline
Modern Wealth Management, LLC33,234$847K0.01%+14,85913F-HRTimeline
HEFFERNAN ADVISORY, INC33,148$846K0.79%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC31,924$815K0.19%+3113F-HRTimeline
TRUE Private Wealth Advisors31,321$800K0.08%+3,88313F-HRTimeline
Snowden Capital Advisors LLC31,000$791K0.02%013F-HRTimeline
Creative Planningin group Creative Planning30,814$787K<0.01%+13,17913F-HRTimelineGroup
WJ Wealth Management, LLC29,485$753K0.35%+1,37813F-HRTimeline
Parallel Advisors, LLC29,137$744K0.01%+6,04213F-HR/ATimeline
Financial Advisory Corp28,333$723K0.1%+4,74713F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP27,993$715K<0.01%-22613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.27,409$700K<0.01%+6,22713F-HRTimelineGroup
IHT Wealth Management, LLC27,140$693K0.02%new13F-HRTimeline
CFS Investment Advisory Services, LLC27,058$692K0.05%-1,69813F-HRTimeline
IFP Advisors, Inc26,383$674K0.01%+3713F-HRTimeline
Cambridge Investment Research Advisors,…26,319$672K<0.01%-1,87913F-HRTimeline
O'Domhnaill Enterprises, Inc.26,156$668K0.54%new13F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC26,027$664K0.01%new13F-HRTimeline
FF Advisors,LLC25,835$660K0.27%-2,84113F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC23,877$610K0.13%+15,64013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,172$592K<0.01%+2,29213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,979$587K<0.01%+7,97013F-HRTimelineGroup
Newman Dignan & Sheerar, Inc.22,563$576K0.12%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…22,554$576K0.39%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/21,570$551K0.1%+19513F-HRTimeline
Strid Group, LLC21,500$549K0.07%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…21,475$548K<0.01%+2,24613F-HRTimelineGroup
SMITH, MOORE & CO.21,085$538K0.04%+2,70313F-HRTimeline
10Elms LLP21,060$538K0.34%+70013F-HRTimeline
CLIENT 1ST ADVISORY GROUP, LLC19,920$509K0.15%013F-HRTimeline
Sovereign Financial Group, Inc.19,561$499K0.09%new13F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…18,317$468K0.01%+24013F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP18,094$461K<0.01%+5,72413F-HRTimelineGroup
PFG Private Wealth Management, LLC17,374$444K0.19%+7,52213F-HRTimeline
POSTROCK PARTNERS LLC17,231$440K0.2%+39013F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV17,138$438K0.11%+4,46513F-HRTimeline
First Affirmative Financial Network16,103$411K0.16%13F-HR/ATimeline
Penobscot Investment Management Company…15,750$402K0.03%+3,00013F-HRTimeline
Private Advisor Group, LLC15,612$399K<0.01%013F-HRTimeline
MEMBERS WEALTH LLC15,470$396K0.24%+7,50013F-HRTimeline
Commonwealth Financial Services, LLC14,740$376K0.06%+34513F-HRTimeline
SAX WEALTH ADVISORS, LLC14,702$376K0.02%013F-HRTimeline
Janney Montgomery Scott LLC14,709$376K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.14,375$367K0.04%013F-HRTimeline
WealthBridge Capital Management, LLC14,097$360K0.08%+59413F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC13,863$354K0.17%+5713F-HRTimeline
Passive Capital Management, LLC.13,803$352K0.11%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.13,800$352K0.04%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,533$345K<0.01%new13F-HRTimelineGroup
TPG Advisors LLC13,089$334K0.21%+1613F-HRTimeline
Peloton Wealth Strategists13,000$332K0.13%013F-HRTimeline
Balefire, LLC12,843$328K0.06%new13F-HRTimeline
Archford Capital Strategies, LLC12,764$326K0.04%+66913F-HRTimeline
Klingman & Associates, LLC12,592$321K0.02%-10113F-HRTimeline
Avantax Planning Partners, Inc.12,459$318K0.01%013F-HRTimeline
Trust Co11,788$301K0.03%-1,94113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,436$292K0.01%-3,24213F-HRTimelineGroup
MONECO ADVISORS, LLC10,933$279K0.02%013F-HRTimeline
Accretive Wealth Partners, LLC10,608$271K0.08%+2,71613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,112$258K0.04%+1,55013F-HRTimeline
Leo Wealth, LLC10,013$256K0.02%+3313F-HRTimeline
Segment Wealth Management, LLC9,500$243K0.01%013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp9,448$241K0.02%013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…9,210$235K0.07%+39013F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…9,086$232K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA8,809$225K0.02%013F-HRTimeline
HORAN Wealth, LLC8,495$217K0.02%013F-HRTimeline
ArborFi Advisors, LLC8,282$211K0.17%+31913F-HRTimeline
NESTEGG ADVISORS, INC.8,214$210K0.18%+3413F-HRTimeline
Beaumont Asset Management, L.L.C.8,030$205K0.09%013F-HRTimeline
CNB Bank7,637$195K0.08%013F-HRTimeline
Hughes Financial Services, LLC6,045$154K0.02%013F-HRTimeline
Bank of New Hampshire4,770$122K0.03%013F-HRTimeline
Princeton Global Asset Management LLC4,708$120K0.02%+313F-HRTimeline
Steward Partners Investment Advisory, L…3,028$77.3K<0.01%-2,87913F-HRTimeline
Glen Eagle Advisors, LLC2,725$69.6K0.01%013F-HRTimeline
American Capital Advisory, LLC2,217$56.6K0.02%013F-HRTimeline
Bullock Wealth Management Group1,995$50.9K0.03%+813F-HRTimeline
HM PAYSON & CO1,949$49.8K<0.01%new13F-HRTimeline
BARRETT & COMPANY, INC.1,794$45.8K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,512$38.6K<0.01%+113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,313$33.5K<0.01%+413F-HRTimeline
FMR LLCin group FMR LLC1,313$33.5K<0.01%-65113F-HRTimelineGroup
MidFirst Bank1,000$25.5K<0.01%new13F-HRTimeline
Addison Advisors LLC995$25.4K0.01%013F-HRTimeline
Rialto Wealth Management, LLC828$21.1K<0.01%013F-HRTimeline
Allworth Financial LP813$20.8K<0.01%013F-HRTimeline
Asset Dedication, LLC803$20.5K<0.01%013F-HRTimeline
NorthAvenue LLC387$9.88K0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.150$3.83K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB135$3.45K<0.01%-13,48013F-HRTimeline
Root Financial Partners, LLC131$3.34K<0.01%new13F-HRTimeline
Caldwell Trust Co40$1.02K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.38$970<0.01%013F-HRTimeline