IBMO — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBMO)? 10 institutions reported holding $3.51M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Titleist Asset Management, LLC ($1.3M), Prism Advisors, Inc. ($912,667), Confluence Investment Management LLC ($332,192).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | TITLEIST ASSET MANAGEMENT, LLC | $1.3M | 49,204 | Trimmed |
| 2 | Prism Advisors, Inc. | $912,667 | 35,665 | Hold |
| 3 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $332,192 | 12,956 | Hold |
| 4 | Trust Co | $301,382 | 11,754 | Hold |
| 5 | Avidian Wealth Enterprises, LLC | $251,323 | 9,802 | Hold |
| 6 | Baring Financial LLC | $249,903 | 9,747 | New |
| 7 | Farther Finance Advisors, LLC | $74,718 | 2,914 | Hold |
| 8 | Bullock Wealth Management Group | $51,389 | 2,008 | Added |
| 9 | Coastline Trust Co | $49,178 | 1,918 | Hold |
| 10 | Bank of New Hampshire | $23,204 | 905 | Hold |
Source: SEC Form 13F filings · as of 2026-09-30