IBMU — Ishares Tr Institutional Holders · Q2 2026
Who owns Ishares Tr (IBMU)? 16 institutions reported holding $7.94M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Quantum Financial Advisors, LLC ($2.3M), Lbmc Investment Advisors, LLC ($1.3M), Jane Street Group, LLC ($977,347).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC | $2.3M | 91,626 | New |
| 2 | LBMC INVESTMENT ADVISORS, LLC | $1.3M | 49,365 | New |
| 3 | JANE STREET GROUP, LLC | $977,347 | 38,433 | Added |
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC | $722,845 | 28,425 | New |
| 5 | Hills Bank & Trust Co | $603,096 | 23,716 | New |
| 6 | Carnegie Investment Counsel | $406,878 | 16,000 | New |
| 7 | Rossmore Private Capital | $327,029 | 12,860 | New |
| 8 | Heritage Family Offices, LLP | $282,882 | 11,124 | New |
| 9 | Pacific Excel Wealth Advisors, Inc. | $282,882 | 11,124 | New |
| 10 | LEAVELL INVESTMENT MANAGEMENT, INC. | $255,825 | 10,060 | New |
| 11 | Kestra Advisory Services, LLC | $246,217 | 9,682 | New |
| 12 | IFP Advisors, Inc | $133,990 | 5,269 | New |
| 13 | 10Elms LLP | $61,032 | 2,400 | New |
| 14 | ADIRONDACK TRUST CO | $29,995 | 1,180 | New |
| 15 | Addison Advisors LLC | $25,812 | 1,015 | New |
| 16 | BlackRock, Inc. | $1,780 | 70 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30