9 institutions reported holding $1.6M of ISHARES TR (IBMV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Hills Bank & Trust Co ($529,240), COLDSTREAM CAPITAL MANAGEMENT INC ($301,683), Heritage Family Offices, LLP ($282,770), Pacific Excel Wealth Advisors, Inc. ($282,770), Lido Advisors, LLC ($203,358). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | $529,240 | 20,820 | New |
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | $301,683 | 11,868 | New |
| 3 | Heritage Family Offices, LLP | $282,770 | 11,124 | New |
| 4 | Pacific Excel Wealth Advisors, Inc. | $282,770 | 11,124 | New |
| 5 | Lido Advisors, LLC | $203,358 | 8,000 | New |
| 6 | Addison Advisors LLC | $25,802 | 1,015 | New |
| 7 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 8 | Klingman & Associates, LLC | $0 | 0 | Exited |
| 9 | BlackRock, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30