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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 341,837 | 8,773 | 0.01% | 0.03% | 1 | -511,559 | -59.94% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 277,974 | 7,134 | 0.01% | 0.0% | 2 | +239,774 | 627.68% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 180,097 | 4,622 | 0.01% | 0.0% | 3 | +120,694 | 203.18% | Q1 2026 | May 14, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 140,726 | 3,612 | 0.41% | 0.12% | 4 | +98,213 | 231.02% | Q1 2026 | Apr 08, 2026 |
| Praetorian Wealth Management, Inc. | History | Added to | 130,036 | 3,353 | 0.64% | 0.25% | 5 | +82,397 | 172.96% | Q1 2026 | Apr 09, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 126,036 | 3,234 | 0.2% | 0.16% | 6 | +27,766 | 28.25% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 111,801 | 2,869 | 0.0% | 0.0% | 7 | +57,675 | 106.56% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 85,168 | 2,185 | 0.03% | 0.02% | 8 | +10,703 | 14.37% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 81,893 | 2,101 | 0.0% | 0.0% | 9 | +21,607 | 35.84% | Q1 2026 | May 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 71,275 | 1,829 | 0.32% | 0.31% | 10 | +2,403 | 3.49% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 57,275 | 1,470 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | New | 49,152 | 1,261 | 0.0% | — | 12 | +49,152 | New | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 46,357 | 1,189 | 0.0% | 0.0% | 13 | +30,682 | 195.74% | Q1 2026 | Apr 27, 2026 |
| Hills Bank & Trust Co | History | Added to | 44,883 | 1,152 | 0.06% | 0.04% | 14 | +20,063 | 80.83% | Q1 2026 | May 01, 2026 |
| Aspen Wealth Management LLC | History | No change | 42,773 | 1,097 | 0.22% | 0.23% | 15 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 42,402 | 1,088 | 0.02% | 0.01% | 16 | +9,985 | 30.8% | Q1 2026 | Apr 09, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 35,234 | 904 | 0.02% | 0.02% | 17 | +3,993 | 12.78% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 34,403 | 883 | 0.02% | 0.01% | 18 | +21,454 | 165.68% | Q1 2026 | Apr 17, 2026 |
| GC Wealth Management RIA, LLC | History | New | 30,812 | 790 | 0.03% | — | 19 | +30,812 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,745 | 763 | 0.0% | 0.0% | 20 | +11,298 | 61.25% | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 29,431 | 755 | 0.01% | 0.01% | 21 | +1,975 | 7.19% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 28,505 | 731 | 0.0% | 0.0% | 22 | +7,655 | 36.71% | Q1 2026 | May 14, 2026 |
| SPINNAKER TRUST | History | Added to | 26,963 | 692 | 0.04% | 0.02% | 23 | +13,405 | 98.87% | Q1 2026 | Apr 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 24,395 | 626 | 0.03% | 0.03% | 24 | +610 | 2.56% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 23,680 | 607 | 0.0% | 0.0% | 25 | +69 | 0.29% | Q1 2026 | May 05, 2026 |
| Curbstone Financial Management Corp | History | New | 23,000 | 590 | 0.11% | — | 26 | +23,000 | New | Q1 2026 | Apr 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,396 | 549 | 0.0% | 0.0% | 27 | +2,747 | 14.73% | Q1 2026 | May 12, 2026 |
| Newman Dignan & Sheerar, Inc. | History | Added to | 18,982 | 487 | 0.1% | 0.08% | 28 | +3,834 | 25.31% | Q1 2026 | Apr 13, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | Added to | 17,000 | 436 | 0.25% | 0.15% | 29 | +7,000 | 70.0% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 16,666 | 427 | 0.0% | 0.0% | 30 | +550 | 3.41% | Q1 2026 | May 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 16,546 | 424 | 0.11% | 0.09% | 31 | +2,798 | 20.35% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | No change | 15,600 | 400 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Added to | 14,888 | 382 | 0.01% | 0.01% | 33 | +3,210 | 27.49% | Q1 2026 | Apr 13, 2026 |
| LPL Financial LLC | History | New | 14,803 | 379 | 0.0% | — | 34 | +14,803 | New | Q1 2026 | May 06, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 14,630 | 375 | 0.02% | 0.01% | 35 | +4,790 | 48.68% | Q1 2026 | Apr 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | New | 14,008 | 359 | 0.02% | — | 36 | +14,008 | New | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | New | 13,276 | 340 | 0.0% | — | 37 | +13,276 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 13,272 | 340 | 0.0% | — | 38 | +13,272 | New | Q1 2026 | May 15, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | New | 13,264 | 340 | 0.23% | — | 39 | +13,264 | New | Q1 2026 | May 07, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 11,591 | 297 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 10,840 | 278 | 0.05% | — | 41 | +10,840 | New | Q1 2026 | Apr 29, 2026 |
| Rossmore Private Capital | History | Added to | 10,252 | 263 | 0.02% | 0.01% | 43 | +5,715 | 125.96% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 10,262 | 263 | 0.0% | 0.0% | 42 | -1,979 | -16.17% | Q1 2026 | Apr 17, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 9,800 | 251 | 0.01% | 0.01% | 44 | +800 | 8.89% | Q1 2026 | Apr 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | New | 9,150 | 234 | 0.07% | — | 45 | +9,150 | New | Q1 2026 | Apr 17, 2026 |
| MORGAN STANLEY | History | Added to | 6,312 | 162 | 0.0% | 0.0% | 46 | +363 | 6.1% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 4,250 | 109 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,400 | 87 | 0.0% | 0.0% | 48 | +2,385 | 234.98% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | No change | 3,205 | 82 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,956 | 76 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 2,534 | 65 | 0.0% | — | 51 | +2,534 | New | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,600 | 41 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,354 | 34 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 1,262 | 32 | 0.02% | 0.02% | 54 | +42 | 3.44% | Q1 2026 | Apr 15, 2026 |
| MidFirst Bank | History | New | 1,000 | 25 | 0.0% | — | 56 | +1,000 | New | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 25 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | New | 314 | 8 | 0.0% | — | 57 | +314 | New | Q1 2026 | May 13, 2026 |
| 10Elms LLP | History | No change | 100 | 2 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 65 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -45,439 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,610 | -100.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.01% | — | -21,910 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 27, 2026 |