Who Owns ISHARES TR (IBMR)? -- Institutional Holders (2026-06-30)
154 institutions reported holding $383.9M of ISHARES TR (IBMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($44.2M), BANK OF AMERICA CORP /DE/ ($43.3M), Clearstead Advisors, LLC ($25.6M), HighTower Advisors, LLC ($18.7M), LBMC INVESTMENT ADVISORS, LLC ($13.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $44.2M | 1.7M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $43.3M | 1.7M | Added |
| 3 | Clearstead Advisors, LLC | $25.6M | 1.0M | Added |
| 4 | HighTower Advisors, LLC | $18.7M | 736,560 | Added |
| 5 | LBMC INVESTMENT ADVISORS, LLC | $13.2M | 520,275 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $11.1M | 438,879 | Added |
| 7 | US BANCORP \DE\ | $10.8M | 423,777 | Added |
| 8 | Paradiem, LLC | $10.1M | 396,376 | Hold |
| 9 | Kathmere Capital Management, LLC | $8.8M | 347,332 | Added |
| 10 | Lido Advisors, LLC | $8.6M | 338,574 | Trimmed |
| 11 | Covington Investment Advisors Inc. | $8.1M | 319,610 | Added |
| 12 | LPL Financial LLC | $7.1M | 281,078 | Added |
| 13 | RAYMOND JAMES FINANCIAL INC | $6.8M | 266,224 | Added |
| 14 | ENVESTNET ASSET MANAGEMENT INC | $6.7M | 262,751 | Added |
| 15 | Praetorian Wealth Management, Inc. | $6.4M | 253,195 | Added |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.4M | 250,503 | Added |
| 17 | UBS Group AG | $5.9M | 233,264 | Added |
| 18 | MORGAN STANLEY | $5.0M | 197,333 | Added |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.7M | 185,667 | Added |
| 20 | Cyndeo Wealth Partners, LLC | $4.5M | 175,874 | Added |
| 21 | STIFEL FINANCIAL CORP | $4.3M | 171,140 | Trimmed |
| 22 | Integrated Wealth Concepts LLC | $4.3M | 170,744 | Added |
| 23 | Kesler, Norman & Wride, LLC | $3.8M | 165,926 | New |
| 24 | Odyssey Group, LLC | $3.6M | 141,310 | New |
| 25 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.4M | 135,517 | Added |
Source: SEC Form 13F filings · as of 2026-06-30