iSHARES TRUST - IBMP

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)
$512M
QoQ value delta ($000)
+$49.83M (+10.78%)
Implied price effect (QoQ)
-0.32%
Shares
Total shares
20,169,636
QoQ shares delta
+2,021,854 (+11.14%)
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
BANK OF AMERICA CORP /DE/ 57,898 2,280,380 0.0%
MERCER GLOBAL ADVISORS INC /ADV 51,614 2,032,818 0.08%
WELLS FARGO & COMPANY/MN 27,457 1,081,434 0.01%
HighTower Advisors, LLC 24,581 968,164 0.03%
Clearstead Advisors, LLC 24,287 956,583 0.31%
Heartwood Wealth Advisors LLC 19,498 767,948 1.8%
US BANCORP \DE\ 18,149 714,846 0.02%
MORGAN STANLEY 14,851 584,924 0.0%
LBMC INVESTMENT ADVISORS, LLC 13,650 537,643 0.84%
NewEdge Advisors, LLC 12,318 485,182 0.04%
LPL Financial LLC 12,212 481,015 0.0%
Hills Bank & Trust Co 11,085 436,605 0.64%
Kathmere Capital Management, LLC 10,459 411,966 0.7%
Lido Advisors, LLC 9,371 367,947 0.03%
Covington Investment Advisors Inc. 9,318 366,990 1.27%
UBS Group AG 8,959 352,860 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 6,869 270,571 0.0%
Praetorian Wealth Management, Inc. 6,604 260,139 1.31%
HOWLAND CAPITAL MANAGEMENT LLC 6,102 240,335 0.23%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 5,313 209,257 0.08%
LEAVELL INVESTMENT MANAGEMENT, INC. 5,281 208,034 0.22%
Integrated Wealth Concepts LLC 5,176 203,890 0.06%
Quantum Financial Advisors, LLC 4,720 185,933 0.53%
COMMONWEALTH EQUITY SERVICES, LLC 4,654 183,316 0.01%
Sound View Wealth Advisors Group, LLC 4,647 183,054 0.31%