IBMP — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IBMP)? 12 institutions reported holding $23.83M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Heartwood Wealth Advisors LLC ($17.8M), Titleist Asset Management, LLC ($2.5M), Prism Advisors, Inc. ($1.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $17.8M | 703,566 | Added |
| 2 | TITLEIST ASSET MANAGEMENT, LLC | $2.5M | 99,456 | Trimmed |
| 3 | Prism Advisors, Inc. | $1.1M | 44,715 | Hold |
| 4 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $694,605 | 27,520 | Trimmed |
| 5 | Balefire, LLC | $325,066 | 12,879 | Hold |
| 6 | Trust Co | $298,869 | 11,841 | Hold |
| 7 | Baring Financial LLC | $279,555 | 11,076 | New |
| 8 | Avidian Wealth Enterprises, LLC | $239,300 | 9,481 | Hold |
| 9 | Legacy Private Trust Co. | $237,129 | 9,395 | Hold |
| 10 | Farther Finance Advisors, LLC | $194,385 | 7,701 | Hold |
| 11 | Coastline Trust Co | $119,032 | 4,716 | Hold |
| 12 | Bullock Wealth Management Group | $51,098 | 2,028 | Added |
Source: SEC Form 13F filings · as of 2026-09-30