IBMRISHARES TR
CUSIP 46436E163 · Yahoo Finance ↗ · Google Finance ↗
Ishares Tr (IBMR) has 128 institutional holders in Filings Flow’s 13F database, together reporting 13.83M shares worth $350M as of Q1 2026. The largest reported holders are Mercer Global Advisors Inc /Adv, Bank Of America Corp /De/, and Clearstead Advisors, LLC.
Institutional Holders
128
Q1 2026
Reported Value
$350M
Ticker
IBMR
Quarters Tracked
13
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.06% | $44M | 1.72M | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $39M | 1.54M | Q1 2026 |
| Clearstead Advisors, LLC$10.9B AUM | 0.23% | $25M | 979.9K | Q1 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.02% | $19M | 732.9K | Q1 2026 |
| LBMC INVESTMENT ADVISORS, LLC$1.6B AUM | 0.75% | $12M | 487.5K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $11M | 421.3K | Q1 2026 |
| Paradiem, LLC$454M AUM | 2.21% | $10M | 396.4K | Q1 2026 |
| Vishria Bird Financial Group, LLC$510M AUM | 1.92% | $10M | 382.9K | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.01% | $10M | 383.6K | Q1 2026 |
| Lido Advisors, LLC$32.7B AUM | 0.03% | $9M | 347.3K | Q1 2026 |
| Covington Investment Advisors Inc.$680M AUM | 1.06% | $7M | 285.4K | Q1 2026 |
| Kathmere Capital Management, LLC$1.6B AUM | 0.43% | $7M | 272.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $6M | 255.4K | Q1 2026 |
| Praetorian Wealth Management, Inc.$580M AUM | 1.20% | $6M | 248.8K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 247.2K | Q1 2026 |
| SPRENG CAPITAL MANAGEMENT, INC.$212M AUM | 2.44% | $6M | 260.8K | Q3 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 224.1K | Q1 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6B AUM | 0.08% | $6M | 220.8K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $5M | 182.6K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $4M | 177.0K | Q1 2026 |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $4M | 172.2K | Q1 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC$2.8B AUM | 0.17% | $4M | 170.0K | Q1 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.03% | $4M | 168.1K | Q1 2026 |
| Cyndeo Wealth Partners, LLC$1.9B AUM | 0.21% | $4M | 160.8K | Q1 2026 |
| CENTRAL TRUST Co$5.1B AUM | 0.07% | $4M | 139.8K | Q1 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.04% | $3M | 134.3K | Q1 2026 |
| Summit Financial, LLC$7.8B AUM | 0.04% | $3M | 122.7K | Q1 2026 |
| Quantum Financial Advisors, LLC$1.0B AUM | 0.38% | $3M | 120.8K | Q3 2025OLDER |
| FULTON BREAKEFIELD BROENNIMAN LLC$1.5B AUM | 0.19% | $3M | 130.2K | Q4 2025OLDER |
| Cypress Point Wealth Management, LLC$464M AUM | 0.66% | $3M | 119.7K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.02% | $3M | 115.1K | Q1 2026 |
| Matthew Goff Investment Advisor, LLC$593M AUM | 0.48% | $3M | 124.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 112.3K | Q1 2026 |
| WOODMONT INVESTMENT COUNSEL LLC$1.6B AUM | 0.16% | $3M | 100.2K | Q1 2026 |
| Parkway Wealth Management Group, LLC$791M AUM | 0.31% | $2M | 98.0K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 90.4K | Q1 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $2M | 89.2K | Q1 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC.$2.4B AUM | 0.09% | $2M | 88.9K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $2M | 88.2K | Q1 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC$6.4B AUM | 0.03% | $2M | 86.7K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 82.7K | Q1 2026 |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 1.42% | $2M | 95.5K | Q1 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 80.4K | Q1 2026 |
| Sound View Wealth Advisors Group, LLC$1.5B AUM | 0.13% | $2M | 77.3K | Q1 2026 |
| BENJAMIN EDWARDS INC$10.1B AUM | 0.02% | $2M | 76.6K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 75.8K | Q1 2026 |
| Ellis Investment Partners, LLC$576M AUM | 0.32% | $2M | 72.5K | Q1 2026 |
| Valmark Advisers, Inc.$8.4B AUM | 0.02% | $2M | 71.4K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.01% | $2M | 69.7K | Q1 2026 |
| Atlantic Union Bankshares Corp$5.2B AUM | 0.03% | $2M | 69.1K | Q1 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC$211M AUM | 0.76% | $2M | 63.2K | Q1 2026 |
| SPINNAKER TRUST$1.8B AUM | 0.09% | $2M | 61.2K | Q1 2026 |
| Granite Harbor Advisors, Inc.$229M AUM | 0.68% | $2M | 61.0K | Q1 2026 |
| Hills Bank & Trust Co$2.1B AUM | 0.07% | $1M | 54.4K | Q1 2026 |
| RIA Advisory Group LLC$421M AUM | 0.32% | $1M | 52.7K | Q1 2026 |
| SENTINEL PENSION ADVISORS, LLC$676M AUM | 0.19% | $1M | 51.1K | Q1 2026 |
| FF Advisors,LLC$247M AUM | 0.50% | $1M | 48.3K | Q1 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $1M | 47.4K | Q2 2025OLDER |
| Rossmore Private Capital$1.1B AUM | 0.10% | $1M | 47.0K | Q1 2026 |
| Godshalk Welsh Capital Management, Inc.$172M AUM | 0.68% | $1M | 46.0K | Q1 2026 |
| GC Wealth Management RIA, LLC$1.7B AUM | 0.05% | $1M | 45.9K | Q1 2026 |
| Envision Financial Planning, LLC$276M AUM | 0.41% | $1M | 44.5K | Q1 2026 |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 43.0K | Q3 2025OLDER |
| Aspen Wealth Management LLC$501M AUM | 0.22% | $1M | 43.2K | Q1 2026 |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.01% | $1M | 42.7K | Q1 2026 |
| Capital Investment Advisors, LLC$6.8B AUM | 0.02% | $1M | 42.1K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 41.5K | Q1 2026 |
| TRUE Private Wealth Advisors$1.0B AUM | 0.10% | $1M | 40.3K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $971,556 | 38.3K | Q1 2026 |
| Brookstone Capital Management$8.7B AUM | 0.01% | $965,451 | 38.1K | Q1 2026 |
| JAMES INVESTMENT RESEARCH, INC.$891M AUM | 0.09% | $845,955 | 33.4K | Q1 2026 |
| Roof Eidam Maycock Peralta, LLC$436M AUM | 0.19% | $839,085 | 33.1K | Q1 2026 |
| Creative Planning$147.4B AUM | 0.00% | $827,094 | 32.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $816,397 | 32.2K | Q1 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 0.06% | $805,927 | 31.8K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $786,965 | 31.0K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.02% | $785,850 | 31.0K | Q1 2026 |
| Elequin Capital, LP$1.2B AUM | 0.06% | $773,225 | 30.4K | Q4 2025OLDER |
| Financial Advisory Corp$754M AUM | 0.11% | $771,984 | 30.5K | Q1 2026 |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.01% | $701,130 | 27.7K | Q1 2026 |
| Signature Wealth Management Group$263M AUM | 0.26% | $696,517 | 27.5K | Q1 2026 |
| Parallel Advisors, LLC$5.6B AUM | 0.01% | $695,477 | 27.4K | Q1 2026 |
| CFS Investment Advisory Services, LLC$1.5B AUM | 0.05% | $692,390 | 27.2K | Q1 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $681,484 | 26.9K | Q1 2026 |
| 10Elms LLP$159M AUM | 0.42% | $659,100 | 26.0K | Q1 2026 |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $658,000 | 26.0K | Q1 2026 |
| MEMBERS WEALTH LLC$182M AUM | 0.38% | $637,649 | 25.1K | Q1 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.13% | $634,815 | 25.0K | Q1 2026 |
| PSI Advisors, LLC$418M AUM | 0.14% | $603,330 | 23.8K | Q1 2026 |
| PGIM Custom Harvest LLC$6.4B AUM | 0.01% | $597,346 | 23.6K | Q1 2026 |
| FLOW TRADERS U.S. LLC$3.2B AUM | 0.02% | $590,000 | 23.1K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $587,352 | 23.2K | Q1 2026 |
| Strid Group, LLC$807M AUM | 0.07% | $545,025 | 21.5K | Q1 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC$97M AUM | 0.61% | $539,261 | 21.5K | Q2 2025OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.04% | $533,710 | 21.1K | Q1 2026 |
| PFG Private Wealth Management, LLC$236M AUM | 0.23% | $524,697 | 20.6K | Q4 2025OLDER |
| Newman Dignan & Sheerar, Inc.$523M AUM | 0.11% | $515,670 | 20.3K | Q1 2026 |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $502,725 | 19.8K | Q1 2026 |
| SONATA CAPITAL GROUP INC$271M AUM | 0.18% | $498,711 | 19.7K | Q1 2026 |
| Sovereign Financial Group, Inc.$576M AUM | 0.09% | $498,229 | 19.7K | Q1 2026 |
| Crews Bank & Trust$766M AUM | 0.07% | $459,469 | 18.1K | Q1 2026 |
| Paradigm, Strategies in Wealth Management, LLC$147M AUM | 0.31% | $456,224 | 18.0K | Q1 2026 |
| Atwater Malick LLC$370M AUM | 0.12% | $443,143 | 17.5K | Q1 2026 |
| Leo Wealth, LLC$1.4B AUM | 0.03% | $432,591 | 17.1K | Q1 2026 |
| Exchange Capital Management, Inc.$670M AUM | 0.06% | $394,320 | 15.6K | Q2 2025OLDER |
| Glenview Trust Co$6.4B AUM | 0.01% | $393,406 | 15.5K | Q1 2026 |
| Klingman & Associates, LLC$2.1B AUM | 0.02% | $381,898 | 15.1K | Q1 2026 |
| WRAPMANAGER INC$288M AUM | 0.09% | $356,878 | 14.1K | Q2 2025OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $347,625 | 13.7K | Q1 2026 |
| Archford Capital Strategies, LLC$873M AUM | 0.04% | $339,006 | 13.4K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $323,876 | 12.7K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $317,686 | 12.5K | Q1 2026 |
| Trust Co$1.1B AUM | 0.03% | $300,723 | 11.9K | Q1 2026 |
| Freestone Capital Holdings, LLC$3.3B AUM | 0.01% | $296,595 | 11.7K | Q1 2026 |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $294,466 | 11.6K | Q1 2026 |
| PARK AVENUE SECURITIES LLC$12.8B AUM | 0.00% | $292,000 | 11.5K | Q1 2026 |
| WJ Wealth Management, LLC$214M AUM | 0.13% | $278,850 | 11.0K | Q1 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $278,737 | 10.9K | Q3 2025OLDER |
| Wolfstich Capital, LLC$114M AUM | 0.24% | $278,721 | 12.0K | Q1 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC$595M AUM | 0.05% | $277,329 | 10.9K | Q1 2026 |
| Penobscot Investment Management Company, Inc.$1.3B AUM | 0.02% | $267,443 | 10.6K | Q1 2026 |
| Meridian Wealth Management, LLC$2.8B AUM | 0.01% | $263,265 | 10.3K | Q3 2025OLDER |
| Precision Wealth Strategies, LLC$301M AUM | 0.08% | $257,674 | 10.2K | Q2 2025OLDER |
| Daviman Financial, LLC$169M AUM | 0.15% | $254,970 | 10.1K | Q1 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $254,007 | 10.0K | Q1 2026 |
| Segment Wealth Management, LLC$1.7B AUM | 0.01% | $246,402 | 9.7K | Q1 2026 |
| OneAscent Financial Services LLC$1.8B AUM | 0.02% | $246,109 | 9.6K | Q3 2025OLDER |
| Cornell Pochily Investment Advisors, Inc.$340M AUM | 0.07% | $234,995 | 9.3K | Q1 2026 |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $220,191 | 8.7K | Q1 2026 |
| HORAN Wealth, LLC$1.1B AUM | 0.02% | $216,596 | 8.5K | Q1 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV$383M AUM | 0.06% | $210,499 | 8.2K | Q3 2025OLDER |
| WealthBridge Capital Management, LLC$434M AUM | 0.05% | $208,149 | 8.2K | Q1 2026 |
| Avantax Planning Partners, Inc.$3.6B AUM | 0.01% | $202,217 | 8.0K | Q1 2026 |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $156,293 | 6.1K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $139,939 | 5.5K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $77,267 | 3.0K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $67,276 | 2.7K | Q1 2026 |
| Glen Eagle Advisors, LLC$714M AUM | 0.01% | $57,038 | 2.3K | Q1 2026 |
| American Capital Advisory, LLC$248M AUM | 0.02% | $56,252 | 2.2K | Q1 2026 |
| Noble Wealth Management PBC$223M AUM | 0.03% | $50,700 | 2.0K | Q1 2026 |
| BARRETT & COMPANY, INC.$291M AUM | 0.02% | $45,884 | 1.8K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $44,014 | 1.7K | Q3 2025OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.00% | $30,420 | 1.2K | Q1 2026 |
| Addison Advisors LLC$452M AUM | 0.01% | $25,477 | 1.0K | Q1 2026 |
| MidFirst Bank$1.2B AUM | 0.00% | $25,350 | 1.0K | Q1 2026 |
| Allworth Financial LP$24.7B AUM | 0.00% | $21,016 | 829 | Q1 2026 |
| Stephens Consulting, LLC$309M AUM | 0.00% | $8,036 | 316 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $3,828 | 151 | Q1 2026 |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $3,346 | 132 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $3,270 | 129 | Q1 2026 |
| Sound Income Strategies, LLC$2.1B AUM | 0.00% | $1,126 | 44 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $966 | 38 | Q4 2025OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $511 | 20 | Q3 2025OLDER |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.