iSHARES TRUST - IBMS

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)
$258.3M
QoQ value delta ($000)
+$1.954M (+0.76%)
Implied price effect (QoQ)
-0.66%
Shares
Total shares
10,054,003
QoQ shares delta
+142,233 (+1.43%)
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: 37 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 10,853 434,155 0.54%
BANK OF AMERICA CORP /DE/ 9,496 367,091 0.0%
LBMC INVESTMENT ADVISORS, LLC 8,356 323,023 0.45%
Kathmere Capital Management, LLC 8,353 334,127 0.4%
US BANCORP \DE\ 8,020 310,037 0.01%
ENVESTNET ASSET MANAGEMENT INC 6,535 252,630 0.0%
Praetorian Wealth Management, Inc. 5,743 229,752 0.99%
WELLS FARGO & COMPANY/MN 5,659 218,763 0.0%
JANE STREET GROUP, LLC 5,420 209,528 0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 4,765 190,607 0.06%
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%
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%
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 2,772 110,899 0.0%
UBS Group AG 2,676 103,453 0.0%
MORGAN STANLEY 2,481 95,919 0.0%