IBMX — Ishares Tr Institutional Holders · Q2 2026
Who owns Ishares Tr (IBMX)? 3 institutions reported holding $3.09M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: BlackRock, Inc. ($2.5M), Heritage Family Offices, LLP ($284,369), Pacific Excel Wealth Advisors, Inc. ($284,369).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.5M | 100,000 | New |
| 2 | Heritage Family Offices, LLP | $284,369 | 11,287 | New |
| 3 | Pacific Excel Wealth Advisors, Inc. | $284,369 | 11,287 | New |
Source: SEC Form 13F filings · as of 2026-06-30