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Disclosery

IBMR ISHARES TR

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ETF (fund)

130 managers (130 13F filers) reported a position in IBMR shares at 2026-03-31, 13,898,476 shares in all. 19 filers opened a position and 8 filers sold out during the quarter.

Managers
130
13F filers
130
New
19
Added
63
Reduced
24
Sold out
8
Shares held by filers
13,898,476

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
MERCER GLOBAL ADVISORS INC /ADV1,720,098$43.6M0.06%-372,56613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,537,562$39M<0.01%+189,25813F-HRTimelineGroup
Clearstead Advisors, LLC979,870$24.8M0.23%+27,50413F-HRTimeline
HighTower Advisors, LLC732,945$18.6M0.02%-12,86113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC487,494$12.4M0.75%+68,08213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN421,348$10.7M<0.01%+30,03013F-HR/ATimelineGroup
Paradiem, LLC396,376$10M2.21%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\383,636$9.73M0.01%-1,21913F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC347,339$8.81M0.03%+240,25813F-HRTimelineGroup
Covington Investment Advisors Inc.285,410$7.24M1.06%+46,43513F-HRTimeline
Kathmere Capital Management, LLC272,834$6.92M0.43%-6,70013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC255,404$6.47M<0.01%+17,40413F-HRTimelineGroup
Praetorian Wealth Management, Inc.248,807$6.31M1.2%+43,28613F-HRTimeline
LPL Financial LLC247,224$6.27M<0.01%+52,58913F-HRTimeline
UBS Group AGin group UBS Group AG224,128$5.68M<0.01%-74,41713F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC220,754$5.6M0.08%+67,12713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY182,626$4.63M<0.01%+46,04813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC176,991$4.49M<0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP172,241$4.37M<0.01%+8,64413F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC169,971$4.31M0.17%+2,52013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…168,050$4.25M0.03%+37,73113F-HRTimelineGroup
Cyndeo Wealth Partners, LLC160,828$4.08M0.21%+118,77913F-HRTimeline
CENTRAL TRUST Co139,794$3.54M0.07%-4,49113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC134,311$3.4M0.04%+7,78513F-HRTimeline
Summit Financial, LLC122,731$3.11M0.04%-30,80713F-HRTimeline
Integrated Wealth Concepts LLC115,133$2.92M0.02%+11,07713F-HRTimeline
Matthew Goff Investment Advisor, LLC124,349$2.89M0.48%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA112,331$2.85M<0.01%+39,31713F-HRTimelineGroup
WOODMONT INVESTMENT COUNSEL LLC100,204$2.54M0.16%-97213F-HRTimeline
Parkway Wealth Management Group, LLC98,024$2.49M0.31%+6,10713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC90,368$2.29M<0.01%+37,28113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC89,220$2.26M<0.01%+22,88113F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.88,949$2.25M0.09%+1,37513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…88,222$2.24M<0.01%-12,82213F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC86,709$2.2M0.03%+5,26713F-HRTimeline
Cetera Investment Advisers82,650$2.1M<0.01%+50,63313F-HRTimeline
MOULTON WEALTH MANAGEMENT, INC95,473$2.08M1.42%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC80,415$2.04M0.01%+13,68213F-HRTimelineGroup
Sound View Wealth Advisors Group, LLC77,269$1.96M0.13%+3,25413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC76,593$1.94M0.02%+3,16113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC75,766$1.92M<0.01%+11,64213F-HRTimelineGroup
Ellis Investment Partners, LLC72,497$1.84M0.32%+2,45413F-HRTimeline
Valmark Advisers, Inc.71,399$1.81M0.02%+5,67713F-HRTimeline
NewEdge Advisors, LLC69,682$1.77M0.01%-16,00813F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp69,133$1.75M0.03%+2,05213F-HRTimelineGroup
Curbstone Financial Management Corp66,170$1.68M0.32%+5,90013F-HRTimeline
BLUE SQUARE ASSET MANAGEMENT, LLC63,187$1.6M0.76%+32,67513F-HRTimeline
SPINNAKER TRUST61,223$1.55M0.09%+15,95213F-HRTimeline
Granite Harbor Advisors, Inc.61,038$1.55M0.68%013F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co54,448$1.38M0.07%+2,41613F-HRTimelineGroup
RIA Advisory Group LLC52,706$1.34M0.33%+1,22713F-HRTimeline
SENTINEL PENSION ADVISORS, LLC51,058$1.29M0.19%+21113F-HRTimeline
FF Advisors,LLC48,289$1.23M0.5%-7,76813F-HRTimeline
Rossmore Private Capital47,037$1.19M0.11%+8,32113F-HRTimeline
Godshalk Welsh Capital Management, Inc.46,000$1.17M0.68%+14,70013F-HRTimeline
GC Wealth Management RIA, LLC45,855$1.16M0.05%+2,86713F-HRTimeline
Envision Financial Planning, LLC44,529$1.13M0.41%-1,62713F-HRTimeline
Aspen Wealth Management LLC43,233$1.1M0.22%013F-HRTimeline
Beacon Pointe Advisors, LLC42,729$1.08M0.01%+13,72013F-HRTimeline
Capital Investment Advisors, LLC42,068$1.07M0.02%-2,39313F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,522$1.05M<0.01%+3,03313F-HRTimelineGroup
TRUE Private Wealth Advisors40,329$1.02M0.1%+3,89313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…38,325$972K<0.01%+8,64613F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management38,085$965K0.01%+5,16313F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.33,371$846K0.09%013F-HRTimeline
Roof Eidam Maycock Peralta, LLC33,100$839K0.19%013F-HRTimeline
Creative Planningin group Creative Planning32,627$827K<0.01%+12,88413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,205$816K<0.01%013F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC31,792$806K0.06%013F-HRTimeline
CWM, LLCin group CWM, LLC31,044$787K<0.01%+7,79313F-HRTimelineGroup
Snowden Capital Advisors LLC31,000$786K0.02%013F-HRTimeline
Financial Advisory Corp30,453$772K0.11%013F-HRTimeline
OneDigital Investment Advisors LLC27,658$701K0.01%-4,10013F-HRTimeline
Signature Wealth Management Group27,476$697K0.26%-4,28213F-HRTimeline
Parallel Advisors, LLC27,435$695K0.01%+4,27413F-HR/ATimeline
CFS Investment Advisory Services, LLC27,238$692K0.05%-1,68213F-HRTimeline
IFP Advisors, Inc26,883$681K0.01%+1,98313F-HRTimeline
10Elms LLP26,000$659K0.42%+5,60013F-HRTimeline
Cambridge Investment Research Advisors,…25,971$658K<0.01%-87713F-HRTimeline
MEMBERS WEALTH LLC25,085$638K0.38%+6,84513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC25,042$635K0.13%new13F-HRTimeline
PSI Advisors, LLC23,800$603K0.14%-27,00013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC23,564$597K0.01%-1,40713F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,188$587K<0.01%new13F-HR/ATimelineGroup
Strid Group, LLC21,500$545K0.07%new13F-HRTimeline
SMITH, MOORE & CO.21,054$534K0.04%+2,51613F-HRTimeline
Newman Dignan & Sheerar, Inc.20,342$516K0.11%-2,00013F-HRTimeline
Prime Capital Investment Advisors, LLC19,831$503K0.01%-66613F-HRTimeline
SONATA CAPITAL GROUP INC19,673$499K0.18%new13F-HRTimeline
Sovereign Financial Group, Inc.19,654$498K0.09%new13F-HRTimeline
Crews Bank & Trust18,125$459K0.07%013F-HRTimeline
Paradigm, Strategies in Wealth Manageme…17,997$456K0.31%+44913F-HRTimeline
Atwater Malick LLC17,481$443K0.12%+4,69413F-HRTimeline
Leo Wealth, LLC17,065$433K0.03%+1,54113F-HRTimeline
Glenview Trust Co15,519$393K0.01%+6,90613F-HRTimeline
Klingman & Associates, LLC15,065$382K0.02%-10513F-HRTimeline
Financial Engines Advisors L.L.C.13,713$348K<0.01%-1,34613F-HRTimeline
Archford Capital Strategies, LLC13,373$339K0.04%+58313F-HRTimeline
Private Advisor Group, LLC12,532$318K<0.01%013F-HRTimeline
Trust Co11,863$301K0.03%-1,95313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…11,700$297K0.01%013F-HRTimelineGroup
Quantinno Capital Management LP11,616$294K<0.01%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,516$292K<0.01%013F-HRTimelineGroup
WJ Wealth Management, LLC11,000$279K0.13%new13F-HRTimeline
Wolfstich Capital, LLC12,019$279K0.24%new13F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC10,940$277K0.05%new13F-HRTimeline
Penobscot Investment Management Company…10,550$267K0.02%+2,25013F-HRTimeline
Daviman Financial, LLC10,058$255K0.15%+1,41913F-HRTimeline
EP Wealth Advisors, LLC10,020$254K<0.01%013F-HRTimeline
Segment Wealth Management, LLC9,720$246K0.01%013F-HRTimeline
Cornell Pochily Investment Advisors, In…9,270$235K0.07%+37513F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,686$220K0.01%013F-HRTimelineGroup
HORAN Wealth, LLC8,517$217K0.02%new13F-HRTimeline
WealthBridge Capital Management, LLC8,211$208K0.05%new13F-HRTimeline
Avantax Planning Partners, Inc.7,977$202K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,529$140K<0.01%+3,93313F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,048$77.3K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,653$67.3K<0.01%+1013F-HRTimeline
Glen Eagle Advisors, LLC2,250$57K0.01%013F-HRTimeline
American Capital Advisory, LLC2,219$56.3K0.02%013F-HRTimeline
Bullock Wealth Management Group2,013$51K0.03%+913F-HRTimeline
Noble Wealth Management PBC2,000$50.7K0.03%013F-HRTimeline
BARRETT & COMPANY, INC.1,810$45.9K0.02%013F-HRTimeline
Princeton Global Asset Management LLC1,200$30.4K<0.01%013F-HRTimeline
Addison Advisors LLC1,005$25.5K0.01%013F-HRTimeline
MidFirst Bank1,000$25.4K<0.01%new13F-HRTimeline
Allworth Financial LP829$21K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.151$3.83K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC132$3.35K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC129$3.27K<0.01%new13F-HRTimelineGroup