iSHARES TRUST - IBMQ

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$520.6M
QoQ value delta ($000)
+$124.3M (+31.37%)
Implied price effect (QoQ)
-0.25%
Shares
Total shares
20,357,067
QoQ shares delta
+4,899,799 (+31.7%)
Total shares held by funds (by quarter)

Market chart (IBMQ)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 3 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 99,805 3,902,720 0.15%
BANK OF AMERICA CORP /DE/ 58,166 2,274,358 0.0%
Clearstead Advisors, LLC 24,603 962,006 0.31%
US BANCORP \DE\ 19,744 772,016 0.02%
HighTower Advisors, LLC 19,613 766,908 0.02%
WELLS FARGO & COMPANY/MN 13,639 533,318 0.0%
LBMC INVESTMENT ADVISORS, LLC 13,258 518,402 0.82%
NewEdge Advisors, LLC 12,485 488,211 0.05%
MORGAN STANLEY 11,214 438,509 0.0%
HOWLAND CAPITAL MANAGEMENT LLC 10,481 409,820 0.4%
HENGEHOLD CAPITAL MANAGEMENT LLC 10,466 409,256 0.88%
Hills Bank & Trust Co 10,007 391,299 0.58%
Covington Investment Advisors Inc. 9,497 371,320 1.3%
UBS Group AG 9,045 353,689 0.0%
Kathmere Capital Management, LLC 8,011 313,253 0.54%
LPL Financial LLC 7,531 294,479 0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 7,488 292,818 0.0%
Praetorian Wealth Management, Inc. 6,837 267,346 1.36%
Heartwood Wealth Advisors LLC 6,643 259,759 0.61%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 6,029 235,741 0.09%
Lido Advisors, LLC 5,656 220,660 0.02%
STIFEL FINANCIAL CORP 5,464 213,654 0.0%
Stratos Wealth Advisors, LLC 5,130 200,616 0.25%
CENTRAL TRUST Co 4,278 167,289 0.08%
ROYAL BANK OF CANADA 3,975 155,432 0.0%