iSHARES TRUST - IBMO

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$480.7M
QoQ value delta ($000)
+$62.44M (+14.93%)
Implied price effect (QoQ)
-0.08%
Shares
Total shares
18,753,490
QoQ shares delta
+2,448,653 (+15.02%)
Total shares held by funds (by quarter)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 4 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 54,413 2,122,321 0.08%
BANK OF AMERICA CORP /DE/ 52,546 2,049,617 0.0%
Rossmore Private Capital 37,043 1,444,927 3.3%
US BANCORP \DE\ 17,650 688,488 0.02%
NewEdge Advisors, LLC 17,605 686,728 0.06%
LBMC INVESTMENT ADVISORS, LLC 13,221 515,730 0.81%
WELLS FARGO & COMPANY/MN 12,154 474,094 0.0%
Kathmere Capital Management, LLC 12,090 471,604 0.81%
UBS Group AG 10,804 421,446 0.0%
LPL Financial LLC 10,517 410,264 0.0%
Hills Bank & Trust Co 10,017 390,744 0.58%
Lido Advisors, LLC 9,741 379,673 0.03%
Integrated Wealth Concepts LLC 9,659 376,796 0.11%
Covington Investment Advisors Inc. 8,385 327,080 1.15%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,835 305,626 0.0%
LEAVELL INVESTMENT MANAGEMENT, INC. 7,688 299,887 0.32%
MORGAN STANLEY 7,325 285,753 0.0%
HighTower Advisors, LLC 6,796 265,090 0.01%
Praetorian Wealth Management, Inc. 6,193 241,578 1.23%
Sound View Wealth Advisors Group, LLC 5,525 215,536 0.37%
Quantum Financial Advisors, LLC 5,354 208,864 0.6%
CENTRAL TRUST Co 5,115 199,547 0.1%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5,015 195,621 0.08%
HOWLAND CAPITAL MANAGEMENT LLC 4,975 194,056 0.19%
RAYMOND JAMES FINANCIAL INC 4,687 182,842 0.0%