Who Owns ISHARES (IBMO)? -- Institutional Holders (2026-06-30)

204 institutions reported holding $471.8M of ISHARES (IBMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($52.7M), MERCER GLOBAL ADVISORS INC /ADV ($43.5M), Rossmore Private Capital ($37.0M), NewEdge Advisors, LLC ($18.8M), US BANCORP \DE\ ($16.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$52.7M2.1MAdded
2MERCER GLOBAL ADVISORS INC /ADV$43.5M1.7MAdded
3Rossmore Private Capital$37.0M1.4MTrimmed
4NewEdge Advisors, LLC$18.8M732,003Added
5US BANCORP \DE\$16.7M652,820Added
6Lido Advisors, LLC$14.2M555,766Trimmed
7Kathmere Capital Management, LLC$14.2M553,898Added
8LBMC INVESTMENT ADVISORS, LLC$13.3M520,304Trimmed
9WELLS FARGO & COMPANY/MN$11.8M461,392Trimmed
10LPL Financial LLC$9.9M386,854Trimmed
11Hills Bank & Trust Co$9.7M378,134Trimmed
12MORGAN STANLEY$9.4M367,257Added
13Integrated Wealth Concepts LLC$8.5M331,427Trimmed
14Covington Investment Advisors Inc.$8.3M324,415Added
15UBS Group AG$8.0M312,081Trimmed
16Paradiem, LLC$7.5M294,149Hold
17LEAVELL INVESTMENT MANAGEMENT, INC.$7.0M273,821Added
18CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.9M269,719Added
19HighTower Advisors, LLC$6.3M246,532Trimmed
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.3M244,402Trimmed
21CENTRAL TRUST Co$5.5M215,592Added
22Sound View Wealth Advisors Group, LLC$5.5M214,675Trimmed
23Cyndeo Wealth Partners, LLC$5.2M201,206Added
24Praetorian Wealth Management, Inc.$5.1M198,055Trimmed
25ENVESTNET ASSET MANAGEMENT INC$4.9M192,529Added

来源：SEC 13F 申报文件 · 截至 2026-06-30