iSHARES TRUST - IBMR

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$349.8M

QoQ value delta ($000)

+$33.85M (+10.71%)

Implied price effect (QoQ)

-0.41%

Total shares

13,827,097

QoQ shares delta

+1,389,063 (+11.17%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 128 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MERCER GLOBAL ADVISORS INC /ADV	43,604	1,720,098	0.06%
BANK OF AMERICA CORP /DE/	38,977	1,537,562	0.0%
Clearstead Advisors, LLC	24,839	979,870	0.23%
HighTower Advisors, LLC	18,580	732,945	0.02%
LBMC INVESTMENT ADVISORS, LLC	12,357	487,494	0.75%
WELLS FARGO & COMPANY/MN	10,681	421,348	0.0%
Paradiem, LLC	10,048	396,376	2.21%
US BANCORP \DE\	9,725	383,636	0.01%
Lido Advisors, LLC	8,805	347,339	0.03%
Covington Investment Advisors Inc.	7,235	285,410	1.06%
Kathmere Capital Management, LLC	6,916	272,834	0.43%
RAYMOND JAMES FINANCIAL INC	6,474	255,404	0.0%
Praetorian Wealth Management, Inc.	6,314	248,807	1.2%
LPL Financial LLC	6,267	247,224	0.0%
UBS Group AG	5,681	224,128	0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	5,596	220,754	0.08%
MORGAN STANLEY	4,629	182,626	0.0%
ENVESTNET ASSET MANAGEMENT INC	4,486	176,991	0.0%
STIFEL FINANCIAL CORP	4,366	172,241	0.0%
HOWLAND CAPITAL MANAGEMENT LLC	4,308	169,971	0.17%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	4,254	168,050	0.03%
Cyndeo Wealth Partners, LLC	4,076	160,828	0.21%
CENTRAL TRUST Co	3,543	139,794	0.07%
COLDSTREAM CAPITAL MANAGEMENT INC	3,404	134,311	0.04%
Summit Financial, LLC	3,111	122,731	0.04%