Who Owns ISHARES TR (IBMR)? -- Institutional Holders (2026-03-31)
137 institutions reported holding $349.9M of ISHARES TR (IBMR) in SEC 13F filings for 2026-03-31. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($43.6M), BANK OF AMERICA CORP /DE/ ($39.0M), Clearstead Advisors, LLC ($24.8M), HighTower Advisors, LLC ($18.6M), LBMC INVESTMENT ADVISORS, LLC ($12.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $43.6M | 1.7M | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $39.0M | 1.5M | Added |
| 3 | Clearstead Advisors, LLC | $24.8M | 979,870 | Added |
| 4 | HighTower Advisors, LLC | $18.6M | 732,945 | Trimmed |
| 5 | LBMC INVESTMENT ADVISORS, LLC | $12.4M | 487,494 | Added |
| 6 | WELLS FARGO & COMPANY/MN | $10.7M | 421,348 | Added |
| 7 | Paradiem, LLC | $10.0M | 396,376 | New |
| 8 | US BANCORP \DE\ | $9.7M | 383,636 | Trimmed |
| 9 | Lido Advisors, LLC | $8.8M | 347,339 | Added |
| 10 | Covington Investment Advisors Inc. | $7.2M | 285,410 | Added |
| 11 | Kathmere Capital Management, LLC | $6.9M | 272,834 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $6.5M | 255,404 | Added |
| 13 | Praetorian Wealth Management, Inc. | $6.3M | 248,807 | Added |
| 14 | LPL Financial LLC | $6.3M | 247,224 | Added |
| 15 | UBS Group AG | $5.7M | 224,128 | Trimmed |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $5.6M | 220,754 | Added |
| 17 | MORGAN STANLEY | $4.6M | 182,626 | Added |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $4.5M | 176,991 | New |
| 19 | STIFEL FINANCIAL CORP | $4.4M | 172,241 | Added |
| 20 | HOWLAND CAPITAL MANAGEMENT LLC | $4.3M | 169,971 | Added |
| 21 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.3M | 168,050 | Added |
| 22 | Cyndeo Wealth Partners, LLC | $4.1M | 160,828 | Added |
| 23 | CENTRAL TRUST Co | $3.5M | 139,794 | Trimmed |
| 24 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.4M | 134,311 | Added |
| 25 | Summit Financial, LLC | $3.1M | 122,731 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31