Who Owns ISHARES TR (IBMS)? -- Institutional Holders (2026-06-30)
120 institutions reported holding $256.7M of ISHARES TR (IBMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($45.9M), Clearstead Advisors, LLC ($24.1M), HighTower Advisors, LLC ($18.8M), COMMUNITY TRUST & INVESTMENT CO ($9.9M), BANK OF AMERICA CORP /DE/ ($9.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $45.9M | 1.8M | Added |
| 2 | Clearstead Advisors, LLC | $24.1M | 930,943 | Added |
| 3 | HighTower Advisors, LLC | $18.8M | 728,112 | Added |
| 4 | COMMUNITY TRUST & INVESTMENT CO | $9.9M | 381,639 | Added |
| 5 | BANK OF AMERICA CORP /DE/ | $9.5M | 367,091 | Added |
| 6 | Kathmere Capital Management, LLC | $9.1M | 351,990 | Trimmed |
| 7 | LBMC INVESTMENT ADVISORS, LLC | $8.4M | 323,023 | Added |
| 8 | US BANCORP \DE\ | $8.0M | 310,037 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $6.5M | 252,630 | Added |
| 10 | Praetorian Wealth Management, Inc. | $5.7M | 220,855 | Added |
| 11 | WELLS FARGO & COMPANY/MN | $5.7M | 218,763 | Added |
| 12 | JANE STREET GROUP, LLC | $5.4M | 209,528 | Added |
| 13 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.6M | 175,941 | Added |
| 14 | COLDSTREAM CAPITAL MANAGEMENT INC | $4.0M | 155,512 | Added |
| 15 | NewEdge Advisors, LLC | $3.9M | 151,475 | Added |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.9M | 151,422 | Added |
| 17 | CENTRAL TRUST Co | $3.7M | 142,579 | Trimmed |
| 18 | Lido Advisors, LLC | $3.2M | 122,151 | Trimmed |
| 19 | Cypress Point Wealth Management, LLC | $3.0M | 115,000 | Hold |
| 20 | LPL Financial LLC | $2.9M | 111,968 | Added |
| 21 | Summit Financial, LLC | $2.9M | 111,520 | Added |
| 22 | Quantum Financial Advisors, LLC | $2.9M | 110,543 | Trimmed |
| 23 | ASSETMARK, INC | $2.7M | 105,906 | Added |
| 24 | UBS Group AG | $2.7M | 103,453 | Added |
| 25 | MORGAN STANLEY | $2.5M | 95,919 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30