IBMQ ISHARES TR
FollowETF (fund)
Filings received so far for Q3 2026: 10 13F filers report a position in IBMQ 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 | 623,294 | $15.7M | 1.24% | +5,536 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 99,639 | $2.5M | 0.16% | +354 | 13F-HRTimeline |
| Legacy Private Trust Co. | 39,523 | $994K | 0.05% | 0 | 13F-HRTimeline |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 31,705 | $797K | 0.01% | -32,897 | 13F-HRTimeline |
| Balefire, LLC | 12,843 | $323K | 0.05% | 0 | 13F-HRTimeline |
| Trust Co | 11,788 | $296K | 0.03% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 9,049 | $228K | <0.01% | +6,311 | 13F-HRTimeline |
| Bullock Wealth Management Group | 2,020 | $50.8K | 0.02% | +13 | 13F-HRTimeline |
| Bank of New Hampshire | 1,950 | $49K | 0.01% | -1,820 | 13F-HRTimeline |
| MassMutual Private Wealth & Trust, FSB | 135 | $3.39K | <0.01% | 0 | 13F-HRTimeline |