iSHARES TRUST - IBMS

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$260.4M

QoQ value delta ($000)

+$36.87M (+16.49%)

Implied price effect (QoQ)

+0.14%

Total shares

10,068,912

QoQ shares delta

+1,413,281 (+16.33%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 115 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	45,886	1,773,721	0.06%
Clearstead Advisors, LLC	24,083	930,943	0.23%
HighTower Advisors, LLC	18,836	728,112	0.02%
COMMUNITY TRUST & INVESTMENT CO	9,873	381,639	0.51%
BANK OF AMERICA CORP /DE/	9,496	367,091	0.0%
Kathmere Capital Management, LLC	9,105	351,990	0.48%
LBMC INVESTMENT ADVISORS, LLC	8,356	323,023	0.45%
US BANCORP \DE\	8,020	310,037	0.01%
ENVESTNET ASSET MANAGEMENT INC	6,535	252,630	0.0%
Praetorian Wealth Management, Inc.	5,713	220,855	0.99%
WELLS FARGO & COMPANY/MN	5,659	218,763	0.0%
JANE STREET GROUP, LLC	5,420	209,528	0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC	4,556	175,941	0.03%
COLDSTREAM CAPITAL MANAGEMENT INC	4,023	155,512	0.05%
NewEdge Advisors, LLC	3,918	151,475	0.01%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	3,917	151,422	0.05%
CENTRAL TRUST Co	3,688	142,579	0.07%
Lido Advisors, LLC	3,160	122,151	0.01%
Cypress Point Wealth Management, LLC	2,975	115,000	0.61%
MOSELEY INVESTMENT MANAGEMENT INC	2,959	114,593	0.94%
LPL Financial LLC	2,896	111,968	0.0%
Summit Financial, LLC	2,885	111,520	0.03%
Quantum Financial Advisors, LLC	2,859	110,543	0.28%
ASSETMARK, INC	2,739	105,906	0.0%
UBS Group AG	2,676	103,453	0.0%