Who Owns ISHARES TR (IBMQ)? -- Institutional Holders (2026-06-30)
204 institutions reported holding $558.0M of ISHARES TR (IBMQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($65.1M), MERCER GLOBAL ADVISORS INC /ADV ($52.8M), Clearstead Advisors, LLC ($25.9M), HighTower Advisors, LLC ($19.4M), US BANCORP \DE\ ($18.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $65.1M | 2.5M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $52.8M | 2.1M | Added |
| 3 | Clearstead Advisors, LLC | $25.9M | 1.0M | Added |
| 4 | HighTower Advisors, LLC | $19.4M | 760,012 | Trimmed |
| 5 | US BANCORP \DE\ | $18.7M | 729,690 | Added |
| 6 | Heartwood Wealth Advisors LLC | $15.8M | 617,758 | Added |
| 7 | LBMC INVESTMENT ADVISORS, LLC | $14.8M | 577,987 | Added |
| 8 | Lido Advisors, LLC | $14.1M | 550,670 | Trimmed |
| 9 | WELLS FARGO & COMPANY/MN | $13.9M | 543,687 | Added |
| 10 | NewEdge Advisors, LLC | $13.6M | 532,337 | Added |
| 11 | Hills Bank & Trust Co | $11.9M | 464,604 | Added |
| 12 | HENGEHOLD CAPITAL MANAGEMENT LLC | $11.8M | 461,878 | Added |
| 13 | LPL Financial LLC | $11.4M | 445,124 | Added |
| 14 | UBS Group AG | $11.2M | 436,913 | Added |
| 15 | Kathmere Capital Management, LLC | $10.3M | 403,121 | Added |
| 16 | Covington Investment Advisors Inc. | $10.3M | 402,305 | Added |
| 17 | Paradiem, LLC | $10.1M | 395,462 | Hold |
| 18 | HOWLAND CAPITAL MANAGEMENT LLC | $9.6M | 375,297 | Trimmed |
| 19 | Praetorian Wealth Management, Inc. | $7.7M | 302,556 | Trimmed |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.7M | 301,334 | Added |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $7.6M | 298,060 | Added |
| 22 | Stratos Wealth Advisors, LLC | $7.3M | 284,461 | Added |
| 23 | MORGAN STANLEY | $7.0M | 272,284 | Added |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $6.8M | 266,886 | Added |
| 25 | Integrated Wealth Concepts LLC | $5.1M | 199,769 | Added |
Source: SEC Form 13F filings · as of 2026-06-30