Who Owns ISHARES TR (IBMS)? -- Institutional Holders (2026-03-31)
107 institutions reported holding $220.4M of ISHARES TR (IBMS) in SEC 13F filings for 2026-03-31. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($45.3M), Clearstead Advisors, LLC ($23.2M), Kathmere Capital Management, LLC ($12.7M), HighTower Advisors, LLC ($9.2M), US BANCORP \DE\ ($7.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | $45.3M | 1.8M | Trimmed |
| 2 | Clearstead Advisors, LLC | $23.2M | 899,241 | Added |
| 3 | Kathmere Capital Management, LLC | $12.7M | 490,762 | Trimmed |
| 4 | HighTower Advisors, LLC | $9.2M | 356,707 | Added |
| 5 | US BANCORP \DE\ | $7.9M | 305,413 | Added |
| 6 | BANK OF AMERICA CORP /DE/ | $7.5M | 291,086 | Added |
| 7 | LBMC INVESTMENT ADVISORS, LLC | $7.0M | 269,144 | Added |
| 8 | Praetorian Wealth Management, Inc. | $5.6M | 214,238 | Added |
| 9 | WELLS FARGO & COMPANY/MN | $5.2M | 200,516 | Added |
| 10 | COMMUNITY TRUST & INVESTMENT CO | $4.7M | 183,284 | New |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $4.3M | 167,096 | New |
| 12 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $4.2M | 162,751 | Added |
| 13 | COLDSTREAM CAPITAL MANAGEMENT INC | $3.8M | 148,463 | Added |
| 14 | Quantum Financial Advisors, LLC | $3.8M | 148,063 | Added |
| 15 | CENTRAL TRUST Co | $3.7M | 143,914 | Added |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $3.6M | 140,732 | Added |
| 17 | Lido Advisors, LLC | $3.2M | 124,598 | New |
| 18 | Cypress Point Wealth Management, LLC | $3.0M | 115,000 | Hold |
| 19 | MOSELEY INVESTMENT MANAGEMENT INC | $3.0M | 114,593 | Trimmed |
| 20 | MORGAN STANLEY | $2.8M | 108,337 | Added |
| 21 | Summit Financial, LLC | $2.8M | 106,702 | Trimmed |
| 22 | LPL Financial LLC | $2.2M | 85,000 | Added |
| 23 | ASSETMARK, INC | $2.0M | 79,144 | Added |
| 24 | Royal Bank of Canada | $1.9M | 74,520 | Added |
| 25 | Ellis Investment Partners, LLC | $1.8M | 70,816 | Added |
Source: SEC Form 13F filings · as of 2026-03-31