iSHARES TRUST - IBMS

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$194.7M

QoQ value delta ($000)

+$98.26M (+101.88%)

Implied price effect (QoQ)

-0.06%

Total shares

7,473,251

QoQ shares delta

+3,773,645 (+102.0%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
MERCER GLOBAL ADVISORS INC /ADV	48,791	1,872,341	0.07%
Clearstead Advisors, LLC	22,861	877,248	0.29%
Kathmere Capital Management, LLC	13,033	500,145	0.88%
HighTower Advisors, LLC	7,120	273,222	0.01%
US BANCORP \DE\	7,045	270,359	0.01%
BANK OF AMERICA CORP /DE/	5,912	226,894	0.0%
LBMC INVESTMENT ADVISORS, LLC	5,362	205,791	0.33%
JANE STREET GROUP, LLC	4,811	184,616	0.0%
WELLS FARGO & COMPANY/MN	4,324	165,937	0.0%
Praetorian Wealth Management, Inc.	4,313	165,540	0.86%
COLDSTREAM CAPITAL MANAGEMENT INC	3,671	140,878	0.05%
CENTRAL TRUST Co	3,459	132,748	0.07%
NewEdge Advisors, LLC	3,316	127,265	0.01%
Summit Financial, LLC	3,264	125,285	0.05%
MOSELEY INVESTMENT MANAGEMENT INC	3,130	120,135	0.97%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	3,039	116,641	0.02%
Cypress Point Wealth Management, LLC	2,996	115,000	0.65%
Quantum Financial Advisors, LLC	2,907	111,557	0.33%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	2,712	104,099	0.04%
MORGAN STANLEY	2,101	80,641	0.0%
NESTEGG ADVISORS, INC.	2,064	79,207	1.76%
Ellis Investment Partners, LLC	1,783	68,420	0.31%
Atlantic Union Bankshares Corp	1,626	62,412	0.03%
ROYAL BANK OF CANADA	1,622	62,238	0.0%
Kestra Advisory Services, LLC	1,553	59,618	0.01%