IBMW — Ishares Tr Institutional Holders · Q2 2026
Who owns Ishares Tr (IBMW)? 3 institutions reported holding $1.83M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: BlackRock, Inc. ($1.3M), Heritage Family Offices, LLP ($282,352), Pacific Excel Wealth Advisors, Inc. ($282,352).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.3M | 50,000 | New |
| 2 | Heritage Family Offices, LLP | $282,352 | 11,138 | New |
| 3 | Pacific Excel Wealth Advisors, Inc. | $282,352 | 11,138 | New |
Source: SEC Form 13F filings · as of 2026-06-30