3 institutions reported holding $1.8M of ISHARES TR (IBMW) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($1.3M), Pacific Excel Wealth Advisors, Inc. ($282,352), Heritage Family Offices, LLP ($282,352). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.3M | 50,000 | New |
| 2 | Pacific Excel Wealth Advisors, Inc. | $282,352 | 11,138 | New |
| 3 | Heritage Family Offices, LLP | $282,352 | 11,138 | New |
Source: SEC Form 13F filings · as of 2026-06-30