3 institutions reported holding $3.1M of ISHARES TR (IBMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: BlackRock, Inc. ($2.5M), Heritage Family Offices, LLP ($284,369), Pacific Excel Wealth Advisors, Inc. ($284,369). Source: SEC Form 13F.
| 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