iSHARES TRUST - IBMP

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)
$540.8M
QoQ value delta ($000)
-$98K (-0.02%)
Implied price effect (QoQ)
-0.02%
Shares
Total shares
21,283,365
QoQ shares delta
+1,306 (+0.01%)
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: 3 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/ 67,632 2,660,591 0.0%
MERCER GLOBAL ADVISORS INC /ADV 46,814 1,841,644 0.06%
WELLS FARGO & COMPANY/MN 26,998 1,062,105 0.0%
Clearstead Advisors, LLC 25,446 1,001,027 0.24%
US BANCORP \DE\ 18,943 745,224 0.02%
Heartwood Wealth Advisors LLC 17,758 703,566 1.4%
LBMC INVESTMENT ADVISORS, LLC 14,868 584,924 0.81%
HighTower Advisors, LLC 13,985 550,178 0.01%
Lido Advisors, LLC 13,910 547,234 0.04%
LPL Financial LLC 13,346 525,026 0.0%
NewEdge Advisors, LLC 13,310 523,606 0.04%
Hills Bank & Trust Co 12,924 508,428 0.55%
Kathmere Capital Management, LLC 12,675 498,643 0.67%
UBS Group AG 10,507 413,349 0.0%
MORGAN STANLEY 9,926 390,504 0.0%
Covington Investment Advisors Inc. 9,618 378,345 1.24%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 7,877 309,899 0.1%
Praetorian Wealth Management, Inc. 7,248 285,165 1.25%
Paradiem, LLC 6,316 248,470 1.36%
HOWLAND CAPITAL MANAGEMENT LLC 6,292 247,525 0.23%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,254 206,724 0.0%
Cyndeo Wealth Partners, LLC 5,186 204,049 0.24%
Integrated Wealth Concepts LLC 5,131 201,861 0.03%
ENVESTNET ASSET MANAGEMENT INC 5,098 200,570 0.0%
Sound View Wealth Advisors Group, LLC 5,043 198,399 0.31%