IBMR ISHARES TR
FollowETF (fund)
Filings received so far for Q3 2026: 7 13F filers report a position in IBMR 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 |
|---|---|---|---|---|---|
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 87,116 | $2.15M | 0.04% | -364 | 13F-HRTimeline |
| Balefire, LLC | 12,915 | $319K | 0.05% | new | 13F-HRTimeline |
| Trust Co | 11,863 | $293K | 0.03% | 0 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 9,960 | $226K | 0.01% | new | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 6,385 | $158K | <0.01% | new | 13F-HRTimeline |
| Bullock Wealth Management Group | 2,038 | $50.5K | 0.02% | +13 | 13F-HRTimeline |
| Noble Wealth Management PBC | 1,100 | $27.2K | 0.01% | 0 | 13F-HRTimeline |