iSHARES TRUST - IBMT
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | New | 853,396 | 22,145 | 0.03% | — | 1 | +853,396 | New | Q4 2025 | Feb 18, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 98,270 | 2,550 | 0.16% | 0.03% | 2 | +82,630 | 528.32% | Q4 2025 | Feb 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 74,465 | 1,932 | 0.02% | 0.0% | 3 | +64,291 | 631.91% | Q4 2025 | Feb 09, 2026 |
| Ellis Investment Partners, LLC | History | New | 68,872 | 1,787 | 0.31% | — | 4 | +68,872 | New | Q4 2025 | Feb 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 60,286 | 1,564 | 0.0% | 0.0% | 5 | -17,594 | -22.59% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | New | 59,403 | 1,541 | 0.0% | — | 6 | +59,403 | New | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 57,275 | 1,486 | 0.0% | — | 7 | +57,275 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 54,126 | 1,404 | 0.0% | — | 8 | +54,126 | New | Q4 2025 | Feb 17, 2026 |
| Praetorian Wealth Management, Inc. | History | New | 47,639 | 1,236 | 0.25% | — | 9 | +47,639 | New | Q4 2025 | Jan 14, 2026 |
| Elequin Capital, LP | History | New | 45,439 | 1,179 | 0.09% | — | 10 | +45,439 | New | Q4 2025 | Feb 17, 2026 |
| Aspen Wealth Management LLC | History | Added to | 42,773 | 1,109 | 0.23% | 0.2% | 11 | +7,908 | 22.68% | Q4 2025 | Jan 05, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 42,513 | 1,103 | 0.12% | 0.13% | 12 | +851 | 2.04% | Q4 2025 | Jan 12, 2026 |
| NewEdge Advisors, LLC | History | New | 38,610 | 1,001 | 0.0% | — | 13 | +38,610 | New | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | New | 38,200 | 991 | 0.0% | — | 14 | +38,200 | New | Q4 2025 | Feb 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 32,417 | 841 | 0.01% | 0.01% | 15 | +3,168 | 10.83% | Q4 2025 | Jan 22, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 31,241 | 810 | 0.02% | 0.01% | 16 | +10,782 | 52.7% | Q4 2025 | Feb 04, 2026 |
| Valmark Advisers, Inc. | History | New | 27,456 | 712 | 0.01% | — | 17 | +27,456 | New | Q4 2025 | Jan 26, 2026 |
| Hills Bank & Trust Co | History | Added to | 24,820 | 644 | 0.04% | 0.02% | 18 | +13,799 | 125.21% | Q4 2025 | Feb 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 23,785 | 617 | 0.03% | 0.03% | 19 | -5,790 | -19.58% | Q4 2025 | Feb 09, 2026 |
| Sanctuary Advisors, LLC | History | New | 23,611 | 612 | 0.0% | — | 20 | +23,611 | New | Q4 2025 | Jan 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 21,910 | 568 | 0.01% | 0.02% | 21 | -5,651 | -20.5% | Q4 2025 | Jan 07, 2026 |
| CWM, LLC | History | New | 20,850 | 541 | 0.0% | — | 22 | +20,850 | New | Q4 2025 | Jan 26, 2026 |
| STIFEL FINANCIAL CORP | History | New | 18,649 | 483 | 0.0% | — | 23 | +18,649 | New | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 18,447 | 478 | 0.0% | — | 24 | +18,447 | New | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 16,116 | 418 | 0.0% | 0.0% | 25 | +155 | 0.97% | Q4 2025 | Feb 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 15,675 | 406 | 0.0% | — | 26 | +15,675 | New | Q4 2025 | Feb 12, 2026 |
| Parallel Advisors, LLC | History | New | 15,600 | 404 | 0.01% | — | 27 | +15,600 | New | Q4 2025 | Feb 11, 2026 |
| Newman Dignan & Sheerar, Inc. | History | New | 15,148 | 393 | 0.08% | — | 28 | +15,148 | New | Q4 2025 | Jan 22, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | New | 13,748 | 356 | 0.09% | — | 29 | +13,748 | New | Q4 2025 | Feb 13, 2026 |
| SPINNAKER TRUST | History | New | 13,558 | 351 | 0.02% | — | 30 | +13,558 | New | Q4 2025 | Feb 10, 2026 |
| CENTRAL TRUST Co | History | New | 12,949 | 336 | 0.01% | — | 31 | +12,949 | New | Q4 2025 | Feb 02, 2026 |
| Capital Investment Advisors, LLC | History | New | 12,241 | 317 | 0.0% | — | 32 | +12,241 | New | Q4 2025 | Jan 13, 2026 |
| IFP Advisors, Inc | History | Added to | 11,678 | 303 | 0.01% | 0.0% | 33 | +4,753 | 68.64% | Q4 2025 | Feb 06, 2026 |
| Syntegra Private Wealth Group, LLC | History | New | 11,591 | 300 | 0.03% | — | 34 | +11,591 | New | Q4 2025 | Feb 10, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | New | 10,000 | 259 | 0.15% | — | 35 | +10,000 | New | Q4 2025 | Feb 12, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | New | 9,840 | 255 | 0.01% | — | 36 | +9,840 | New | Q4 2025 | Feb 03, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | New | 9,000 | 233 | 0.01% | — | 37 | +9,000 | New | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | New | 5,949 | 154 | 0.0% | — | 38 | +5,949 | New | Q4 2025 | Feb 13, 2026 |
| Rossmore Private Capital | History | No change | 4,537 | 117 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Crews Bank & Trust | History | No change | 4,250 | 110 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Addison Advisors LLC | History | No change | 3,205 | 83 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,956 | 76 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,600 | 41 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ADIRONDACK TRUST CO | History | New | 1,354 | 35 | 0.01% | — | 44 | +1,354 | New | Q4 2025 | Jan 08, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 1,220 | 31 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,015 | 26 | 0.0% | 0.0% | 46 | +8 | 0.79% | Q4 2025 | Feb 09, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 25 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| 10Elms LLP | History | No change | 100 | 2 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 65 | 1 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Sound Income Strategies, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Jan 21, 2026 |