13F Insight
DOSSIER · 13F Holders · Q2 2026
IBMR

ISHARES TR

151 institutions still hold ISHARES TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E163·151 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$260M
visible holders
Holders
151
filers reporting
Concentration
16.97%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q2 2026

151 institutions reported IBMR in Q2 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 17.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$44M1.7M0.05%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$43M1.7M0.00%Q2 202603
Clearstead Advisors, LLC
CIK 0000842775
$26M1.0M0.24%Q2 202604
HighTower Advisors, LLC
CIK 0001462245
$19M737K0.02%Q2 202605
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$13M520K0.72%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M439K0.00%Q2 202607
US BANCORP \DE\
CIK 0000036104
$11M424K0.01%Q2 202608
Paradiem, LLC
CIK 0001733356
$10M396K2.17%Q2 202609
Vishria Bird Financial Group, LLC
CIK 0001746438
$10M383K1.92%Q3 202510
Kathmere Capital Management, LLC
CIK 0001794543
$9M347K0.47%Q2 202611
Lido Advisors, LLC
CIK 0001650150
$9M339K0.02%Q2 202612
Covington Investment Advisors Inc.
CIK 0001569036
$7M285K1.06%Q1 202613
LPL Financial LLC
CIK 0001403438
$7M281K0.00%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M266K0.00%Q2 202615
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M263K0.00%Q2 202616
Praetorian Wealth Management, Inc.
CIK 0001818940
$6M253K1.11%Q2 202617
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$6M251K0.08%Q2 202618
UBS Group AG
CIK 0001610520
$6M233K0.00%Q2 202619
MORGAN STANLEY
CIK 0000895421
$5M197K0.00%Q2 202620
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$5M186K0.03%Q2 2026
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