iSHARES TRUST - IBMO

Sector: Funds · Industry: ETF / Fund

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$466.1M

QoQ value delta ($000)

-$14.58M (-3.03%)

Implied price effect (QoQ)

-0.05%

Total shares

18,194,529

QoQ shares delta

-558,961 (-2.98%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 192 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
BANK OF AMERICA CORP /DE/	50,941	1,987,582	0.0%
MERCER GLOBAL ADVISORS INC /ADV	40,444	1,577,995	0.06%
Rossmore Private Capital	36,991	1,443,287	3.25%
US BANCORP \DE\	16,502	643,862	0.02%
Lido Advisors, LLC	14,576	568,737	0.04%
LBMC INVESTMENT ADVISORS, LLC	13,459	525,143	0.82%
WELLS FARGO & COMPANY/MN	11,882	463,630	0.0%
Kathmere Capital Management, LLC	11,776	459,491	0.72%
LPL Financial LLC	10,362	404,317	0.0%
Hills Bank & Trust Co	10,000	390,183	0.48%
UBS Group AG	9,772	381,308	0.0%
Integrated Wealth Concepts LLC	9,393	366,495	0.07%
MORGAN STANLEY	8,509	332,002	0.0%
Covington Investment Advisors Inc.	8,302	323,935	1.22%
Paradiem, LLC	7,539	294,149	1.66%
HighTower Advisors, LLC	6,872	268,149	0.01%
LEAVELL INVESTMENT MANAGEMENT, INC.	6,556	255,821	0.27%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	6,486	253,070	0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	5,936	231,642	0.09%
Sound View Wealth Advisors Group, LLC	5,834	227,642	0.4%
Praetorian Wealth Management, Inc.	5,502	214,612	1.05%
CENTRAL TRUST Co	5,283	206,146	0.1%
Cyndeo Wealth Partners, LLC	4,862	189,709	0.26%
HOWLAND CAPITAL MANAGEMENT LLC	4,720	184,176	0.19%
ENVESTNET ASSET MANAGEMENT INC	4,669	182,173	0.0%