Who Owns ISHARES TR (IBMQ)? -- Institutional Holders (2026-03-31)
193 institutions reported holding $527.8M of ISHARES TR (IBMQ) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($61.3M), MERCER GLOBAL ADVISORS INC /ADV ($52.5M), Clearstead Advisors, LLC ($25.2M), HighTower Advisors, LLC ($20.6M), US BANCORP \DE\ ($18.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $61.3M | 2.4M | Added |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | $52.5M | 2.1M | Trimmed |
| 3 | Clearstead Advisors, LLC | $25.2M | 985,931 | Added |
| 4 | HighTower Advisors, LLC | $20.6M | 805,553 | Added |
| 5 | US BANCORP \DE\ | $18.5M | 722,996 | Trimmed |
| 6 | LBMC INVESTMENT ADVISORS, LLC | $14.3M | 559,681 | Added |
| 7 | Lido Advisors, LLC | $14.3M | 559,021 | Added |
| 8 | Heartwood Wealth Advisors LLC | $14.1M | 550,889 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $13.5M | 530,441 | Trimmed |
| 10 | LPL Financial LLC | $10.9M | 425,657 | Added |
| 11 | HOWLAND CAPITAL MANAGEMENT LLC | $10.6M | 413,440 | Added |
| 12 | HENGEHOLD CAPITAL MANAGEMENT LLC | $10.3M | 403,340 | Trimmed |
| 13 | Hills Bank & Trust Co | $10.2M | 397,905 | Added |
| 14 | UBS Group AG | $10.1M | 396,434 | Added |
| 15 | Paradiem, LLC | $10.1M | 395,462 | New |
| 16 | Covington Investment Advisors Inc. | $9.9M | 386,630 | Added |
| 17 | Kathmere Capital Management, LLC | $7.8M | 306,416 | Trimmed |
| 18 | Praetorian Wealth Management, Inc. | $7.8M | 303,912 | Added |
| 19 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $7.6M | 298,680 | Added |
| 20 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $6.9M | 272,183 | Added |
| 21 | MORGAN STANLEY | $6.8M | 266,529 | Trimmed |
| 22 | Stratos Wealth Advisors, LLC | $6.6M | 260,258 | Added |
| 23 | STIFEL FINANCIAL CORP | $5.7M | 224,326 | Added |
| 24 | Royal Bank of Canada | $4.8M | 186,966 | Added |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $4.6M | 181,487 | New |
Source: SEC Form 13F filings · as of 2026-03-31