iSHARES TRUST - IBMT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | No change | 647,902 | 16,715 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 478,497 | 12,345 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| US BANCORP \DE\ | History | No change | 224,997 | 5,804 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 157,299 | 4,058 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 141,610 | 3,653 | 0.63% | 0.63% | 5 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 132,100 | 3,408 | 0.18% | 0.18% | 6 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hills Bank & Trust Co | History | No change | 112,191 | 2,894 | 0.12% | 0.12% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 103,665 | 2,674 | 0.26% | 0.26% | 8 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Focus Partners Wealth | History | No change | 100,855 | 2,602 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 97,400 | 2,512 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 82,698 | 2,133 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ellis Investment Partners, LLC | History | No change | 71,293 | 1,839 | 0.28% | 0.28% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 57,275 | 1,478 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 46,544 | 1,200 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 45,977 | 1,186 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 40,334 | 1,040 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 40,081 | 1,034 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 39,362 | 1,015 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CENTRAL TRUST Co | History | No change | 38,207 | 985 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SPINNAKER TRUST | History | No change | 36,631 | 945 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jacobi Capital Management LLC | History | No change | 36,618 | 944 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Curbstone Financial Management Corp | History | No change | 36,450 | 940 | 0.16% | 0.16% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 36,223 | 934 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS Group AG | History | No change | 32,723 | 844 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 32,081 | 827 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Valmark Advisers, Inc. | History | No change | 31,144 | 803 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 30,656 | 790 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 27,530 | 710 | 0.03% | 0.03% | 28 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 24,958 | 643 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LPL Financial LLC | History | No change | 24,649 | 635 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 24,350 | 628 | 0.14% | 0.14% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 23,789 | 613 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 22,637 | 584 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 21,000 | 541 | 0.29% | 0.29% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossmore Private Capital | History | No change | 20,454 | 527 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 19,906 | 513 | 0.31% | 0.31% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aspen Wealth Management LLC | History | No change | 19,473 | 502 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 19,005 | 490 | 0.09% | 0.09% | 38 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,191 | 443 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,066 | 440 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 15,600 | 402 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 14,630 | 377 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 14,360 | 370 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Balefire, LLC | History | No change | 12,997 | 335 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | No change | 11,869 | 306 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 11,591 | 299 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heritage Family Offices, LLP | History | No change | 10,923 | 281 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 10,923 | 281 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 10,840 | 279 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 10,775 | 277 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MEMBERS WEALTH LLC | History | No change | 9,867 | 254 | 0.14% | 0.14% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisors, LLC | History | No change | 9,807 | 253 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 8,995 | 232 | 0.06% | 0.06% | 53 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Archford Capital Strategies, LLC | History | No change | 8,542 | 220 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cetera Investment Advisers | History | No change | 8,303 | 214 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Carnegie Investment Counsel | History | No change | 8,000 | 206 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MORGAN STANLEY | History | No change | 7,284 | 187 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Addison Advisors LLC | History | No change | 5,070 | 130 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crews Bank & Trust | History | No change | 4,250 | 109 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Princeton Global Asset Management LLC | History | No change | 3,880 | 100 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 10Elms LLP | History | No change | 3,500 | 90 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,421 | 88 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,169 | 81 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MidFirst Bank | History | No change | 3,070 | 79 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bullock Wealth Management Group | History | No change | 2,016 | 51 | 0.02% | 0.02% | 65 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,825 | 47 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,600 | 41 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1,576 | 38 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,354 | 34 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 25 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 708 | 18 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 472 | 12 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 65 | 1 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |