iSHARES TRUST - IBMO

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$471.7M
QoQ value delta ($000)
$0 (0.0%)
Implied price effect (QoQ)
0.0%
Shares
Total shares
18,400,988
QoQ shares delta
0 (0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 2 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/ 52,727 2,056,461 0.0%
MERCER GLOBAL ADVISORS INC /ADV 43,473 1,695,538 0.05%
Rossmore Private Capital 37,004 1,443,221 2.99%
NewEdge Advisors, LLC 18,768 732,003 0.06%
US BANCORP \DE\ 16,738 652,820 0.02%
Lido Advisors, LLC 14,249 555,766 0.04%
Kathmere Capital Management, LLC 14,201 553,898 0.75%
LBMC INVESTMENT ADVISORS, LLC 13,340 520,304 0.72%
WELLS FARGO & COMPANY/MN 11,830 461,392 0.0%
LPL Financial LLC 9,918 386,854 0.0%
Hills Bank & Trust Co 9,695 378,134 0.41%
MORGAN STANLEY 9,416 367,257 0.0%
Integrated Wealth Concepts LLC 8,497 331,427 0.06%
Covington Investment Advisors Inc. 8,318 324,415 1.07%
UBS Group AG 8,001 312,081 0.0%
Paradiem, LLC 7,542 294,149 1.63%
LEAVELL INVESTMENT MANAGEMENT, INC. 7,020 273,821 0.26%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6,915 269,719 0.09%
HighTower Advisors, LLC 6,321 246,532 0.01%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,266 244,402 0.0%
CENTRAL TRUST Co 5,527 215,592 0.1%
Sound View Wealth Advisors Group, LLC 5,504 214,675 0.34%
Cyndeo Wealth Partners, LLC 5,158 201,206 0.24%
Praetorian Wealth Management, Inc. 5,078 198,055 0.88%
ENVESTNET ASSET MANAGEMENT INC 4,936 192,529 0.0%