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Disclosery

IBMR ISHARES TR

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ETF (fund)

144 managers (144 13F filers) reported a position in IBMR shares at 2026-06-30, 15,147,640 shares in all. 25 filers opened a position and 10 filers sold out during the quarter.

Managers
144
13F filers
144
New
25
Added
64
Reduced
28
Sold out
10
Shares held by filers
15,147,640

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
MERCER GLOBAL ADVISORS INC /ADV1,740,491$44.2M0.05%+20,39313F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,706,589$43.3M<0.01%+169,02713F-HRTimelineGroup
Clearstead Advisors, LLC1,006,875$25.6M0.24%+27,00513F-HRTimeline
HighTower Advisors, LLC736,560$18.7M0.02%+3,61513F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC520,275$13.2M0.72%+32,78113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN438,879$11.1M<0.01%+17,53113F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\423,777$10.8M0.01%+40,14113F-HRTimelineGroup
Paradiem, LLC396,376$10.1M2.17%013F-HRTimeline
Kathmere Capital Management, LLC347,332$8.82M0.47%+74,49813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC338,574$8.6M0.03%-8,76513F-HRTimelineGroup
Covington Investment Advisors Inc.319,610$8.12M1.05%+34,20013F-HRTimeline
LPL Financial LLC281,078$7.14M<0.01%+33,85413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC266,224$6.76M<0.01%+10,82013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC262,751$6.67M<0.01%+85,76013F-HRTimelineGroup
Praetorian Wealth Management, Inc.253,195$6.43M1.11%+4,38813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC250,503$6.36M0.08%+29,74913F-HRTimeline
UBS Group AGin group UBS Group AG233,264$5.92M<0.01%+9,13613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY197,333$5.01M<0.01%+14,70713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…185,667$4.71M0.03%+17,61713F-HRTimelineGroup
Cyndeo Wealth Partners, LLC175,874$4.47M0.21%+15,04613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP171,140$4.35M<0.01%-1,10113F-HRTimelineGroup
Integrated Wealth Concepts LLC170,744$4.34M0.02%+55,61113F-HRTimeline
Kesler, Norman & Wride, LLC165,926$3.84M0.61%new13F-HRTimeline
Odyssey Group, LLC141,310$3.59M0.97%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC135,517$3.44M0.04%+1,20613F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC134,931$3.43M0.12%-35,04013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC133,266$3.38M0.01%+44,04613F-HRTimelineGroup
CENTRAL TRUST Co131,688$3.34M0.06%-8,10613F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.142,624$3.3M2.4%new13F-HRTimeline
Cypress Point Wealth Management, LLC119,718$3.04M0.62%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA113,280$2.88M<0.01%+94913F-HRTimelineGroup
Parkway Wealth Management Group, LLC100,692$2.56M0.3%+2,66813F-HRTimeline
Summit Financial, LLC99,608$2.53M0.03%-23,12313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…95,506$2.42M<0.01%+7,28413F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.92,949$2.36M0.09%+4,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC88,291$2.24M<0.01%-2,07713F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC87,480$2.22M0.03%+77113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC84,962$2.16M0.01%+4,54713F-HRTimelineGroup
Cetera Investment Advisers82,839$2.1M<0.01%+18913F-HRTimeline
Valmark Advisers, Inc.82,750$2.1M0.02%+11,35113F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC81,260$2.06M0.11%-18,94413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC78,598$2M0.02%+2,00513F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC77,650$1.97M0.12%+38113F-HRTimeline
MML INVESTORS SERVICES, LLC75,855$1.93M<0.01%new13F-HRTimeline
SPINNAKER TRUST74,499$1.89M0.09%+13,27613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp73,068$1.86M0.03%+3,93513F-HRTimelineGroup
Ellis Investment Partners, LLC72,517$1.84M0.28%+2013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co72,120$1.83M0.08%+17,67213F-HRTimelineGroup
Granite Harbor Advisors, Inc.70,078$1.78M0.7%+9,04013F-HRTimeline
RIA Advisory Group LLC68,631$1.74M0.39%+15,92513F-HRTimeline
Curbstone Financial Management Corp66,170$1.68M0.29%013F-HRTimeline
NewEdge Advisors, LLC63,985$1.62M<0.01%-5,69713F-HRTimeline
TRUE Private Wealth Advisors63,570$1.61M0.14%+23,24113F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC62,894$1.6M0.65%-29313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management58,090$1.47M0.01%+20,00513F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC51,487$1.3M0.17%+42913F-HRTimeline
Godshalk Welsh Capital Management, Inc.48,500$1.23M0.66%+2,50013F-HRTimeline
Rossmore Private Capital47,408$1.2M0.1%+37113F-HRTimeline
GC Wealth Management RIA, LLC46,789$1.19M0.07%+93413F-HRTimeline
Elequin Capital, LP46,216$1.17M0.04%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,807$1.14M<0.01%+3,28513F-HRTimelineGroup
Envision Financial Planning, LLC44,351$1.13M0.37%-17813F-HRTimeline
MEMBERS WEALTH LLC44,171$1.12M0.61%+19,08613F-HRTimeline
Beacon Pointe Advisors, LLC43,157$1.1M0.01%+42813F-HRTimeline
FF Advisors,LLC42,640$1.08M0.41%-5,64913F-HRTimeline
Capital Investment Advisors, LLC41,892$1.06M0.01%-17613F-HRTimeline
Jacobi Capital Management LLC37,128$943K0.05%new13F-HRTimeline
10Elms LLP34,600$878K0.37%+8,60013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.33,371$847K0.09%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC33,100$840K0.17%013F-HRTimeline
IFP Advisors, Inc33,100$840K0.02%+6,21713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…32,715$831K<0.01%-5,61013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC31,792$807K0.06%013F-HRTimeline
Snowden Capital Advisors LLC31,000$787K0.02%013F-HRTimeline
Aspen Wealth Management LLC29,757$756K0.13%-13,47613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC28,905$734K0.14%+3,86313F-HRTimeline
Parallel Advisors, LLC28,227$717K0.01%+79213F-HRTimeline
Cambridge Investment Research Advisors,…27,847$707K<0.01%+1,87613F-HR/ATimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,531$674K<0.01%new13F-HRTimelineGroup
Creative Planningin group Creative Planning26,384$670K<0.01%-6,24313F-HRTimelineGroup
Financial Advisory Corp26,067$662K0.09%-4,38613F-HRTimeline
OneDigital Investment Advisors LLC25,809$655K0.01%-1,84913F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …23,299$592K0.03%new13F-HRTimelineGroup
SMITH, MOORE & CO.23,253$590K0.04%+2,19913F-HRTimeline
CFS Investment Advisory Services, LLC23,134$587K0.04%-4,10413F-HRTimeline
Modern Wealth Management, LLC22,604$574K0.01%new13F-HRTimeline
Strid Group, LLC21,500$546K0.06%013F-HRTimeline
Newman Dignan & Sheerar, Inc.20,342$516K0.1%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…20,170$512K0.31%+2,17313F-HRTimeline
SONATA CAPITAL GROUP INC19,673$499K0.16%013F-HRTimeline
Sovereign Financial Group, Inc.19,654$499K0.08%013F-HRTimeline
Atwater Malick LLC19,265$489K0.11%+1,78413F-HRTimeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV19,104$485K0.11%new13F-HRTimeline
Glenview Trust Co19,019$483K0.01%+3,50013F-HR/ATimeline
Crews Bank & Trust18,125$460K0.06%013F-HRTimeline
Carnegie Investment Counsel16,000$406K0.01%new13F-HRTimeline
PSI Advisors, LLC13,800$350K0.08%-10,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,583$345K<0.01%new13F-HRTimeline
Financial Engines Advisors L.L.C.13,491$343K<0.01%-22213F-HRTimeline
Klingman & Associates, LLC13,490$343K0.01%-1,57513F-HRTimeline
Wick Capital Partners, LLC13,428$341K0.05%new13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP13,276$337K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,764$324K<0.01%+7,23513F-HRTimelineGroup
EP Wealth Advisors, LLC12,032$305K<0.01%+2,01213F-HRTimeline
Trust Co11,863$301K0.03%013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,700$297K0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,516$292K<0.01%013F-HRTimelineGroup
Heritage Family Offices, LLP11,117$282K0.11%new13F-HRTimeline
Pacific Excel Wealth Advisors, Inc.11,117$282K0.11%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,940$278K0.04%013F-HRTimeline
Penobscot Investment Management Company…10,550$268K0.02%013F-HRTimeline
Archford Capital Strategies, LLC10,407$264K0.03%-2,96613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC9,858$250K<0.01%-13,70613F-HRTimelineGroup
Daviman Financial, LLC9,743$247K0.14%-31513F-HRTimeline
Segment Wealth Management, LLC9,720$247K0.01%013F-HRTimeline
Foundry Financial Group, Inc.9,393$238K0.1%new13F-HRTimeline
Cornell Pochily Investment Advisors, In…9,115$231K0.06%-15513F-HRTimeline
WealthBridge Capital Management, LLC8,772$223K0.04%+56113F-HRTimeline
First National Trust Co8,759$222K0.01%new13F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,686$221K<0.01%013F-HRTimelineGroup
HORAN Wealth, LLC8,553$217K0.03%+3613F-HR/ATimeline
Dynamic Advisor Solutions LLC8,333$212K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC8,023$204K<0.01%-11,80813F-HRTimeline
TPG Advisors LLC8,013$203K0.11%new13F-HRTimeline
Avantax Planning Partners, Inc.7,977$203K0.01%013F-HRTimeline
Quantinno Capital Management LP7,920$201K<0.01%-3,69613F-HRTimeline
Princeton Global Asset Management LLC5,145$131K0.02%+3,94513F-HRTimeline
FMR LLCin group FMR LLC4,240$108K<0.01%+4,11113F-HRTimelineGroup
IFG Advisory, LLC4,018$102K<0.01%new13F-HRTimeline
Addison Advisors LLC3,395$86.2K0.04%+2,39013F-HRTimeline
MidFirst Bank3,100$78.7K0.01%+2,10013F-HRTimeline
Steward Partners Investment Advisory, L…3,048$77.4K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,670$67.8K<0.01%+1713F-HRTimeline
Global Retirement Partners, LLC2,505$63.6K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC2,250$57.1K0.01%013F-HRTimeline
American Capital Advisory, LLC2,219$56.3K0.02%013F-HRTimeline
Bullock Wealth Management Group2,025$51.3K0.02%13F-HRTimeline
BARRETT & COMPANY, INC.1,810$46K0.01%013F-HRTimeline
Archer Investment Corp1,123$28.5K0.01%new13F-HR/ATimeline
Noble Wealth Management PBC1,100$27.9K0.01%-90013F-HRTimeline
Community Financial Services Group, LLC986$25K<0.01%new13F-HRTimeline
AlphaCore Capital LLC870$20.1K<0.01%new13F-HRTimeline
Hughes Financial Services, LLC720$18.3K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.151$3.83K<0.01%013F-HRTimelineGroup