iSHARES TRUST - IBMS

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$223.5M

QoQ value delta ($000)

+$28.83M (+14.81%)

Implied price effect (QoQ)

-0.87%

Total shares

8,655,590

QoQ shares delta

+1,182,339 (+15.82%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 103 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MERCER GLOBAL ADVISORS INC /ADV	45,259	1,752,223	0.07%
Clearstead Advisors, LLC	23,227	899,241	0.21%
Kathmere Capital Management, LLC	12,676	490,762	0.78%
HighTower Advisors, LLC	9,213	356,707	0.01%
US BANCORP \DE\	7,888	305,413	0.01%
BANK OF AMERICA CORP /DE/	7,518	291,086	0.0%
LBMC INVESTMENT ADVISORS, LLC	6,951	269,144	0.42%
Praetorian Wealth Management, Inc.	5,550	214,238	1.05%
WELLS FARGO & COMPANY/MN	5,179	200,516	0.0%
COMMUNITY TRUST & INVESTMENT CO	4,734	183,284	0.26%
ENVESTNET ASSET MANAGEMENT INC	4,316	167,096	0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	4,199	162,751	0.03%
COLDSTREAM CAPITAL MANAGEMENT INC	3,834	148,463	0.05%
Quantum Financial Advisors, LLC	3,824	148,063	0.43%
CENTRAL TRUST Co	3,717	143,914	0.07%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	3,635	140,732	0.05%
Lido Advisors, LLC	3,218	124,598	0.01%
NewEdge Advisors, LLC	3,102	120,123	0.01%
Cypress Point Wealth Management, LLC	2,970	115,000	0.64%
MOSELEY INVESTMENT MANAGEMENT INC	2,959	114,593	0.94%
MORGAN STANLEY	2,798	108,337	0.0%
Summit Financial, LLC	2,756	106,702	0.04%
LPL Financial LLC	2,195	85,000	0.0%
ASSETMARK, INC	2,044	79,144	0.0%
ROYAL BANK OF CANADA	1,925	74,520	0.0%