IBMV — Ishares Tr Institutional Holders · Q2 2026
Who owns Ishares Tr (IBMV)? 9 institutions reported holding $1.63M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Hills Bank & Trust Co ($529,240), Coldstream Capital Management Inc ($301,683), Heritage Family Offices, LLP ($282,770).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | $529,240 | 20,820 | New |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $301,683 | 11,868 | New |
| 3 | Heritage Family Offices, LLP | $282,770 | 11,124 | New |
| 4 | Pacific Excel Wealth Advisors, Inc. | $282,770 | 11,124 | New |
| 5 | Lido Advisors, LLC | $203,358 | 8,000 | New |
| 6 | Addison Advisors LLC | $25,802 | 1,015 | New |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 8 | Klingman & Associates, LLC | $0 | 0 | Exited |
| 9 | BlackRock, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30