13F Insight
DOSSIER · 13F Holders · Q1 2026
IBMR

ISHARES TR

138 institutions still hold ISHARES TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436E163·138 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$246M
visible holders
Holders
138
filers reporting
Concentration
17.70%
MERCER GLOBAL ADVISORS INC /ADV #1
top holder share
AI Holders Summary · Q1 2026

138 institutions reported IBMR in Q1 2026. MERCER GLOBAL ADVISORS INC /ADV leads at 17.7% 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
$44M1.7M0.06%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M1.5M0.00%Q1 202603
Clearstead Advisors, LLC
CIK 0000842775
$25M980K0.23%Q1 202604
HighTower Advisors, LLC
CIK 0001462245
$19M733K0.02%Q1 202605
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$12M487K0.75%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$11M421K0.00%Q1 202607
Paradiem, LLC
CIK 0001733356
$10M396K2.17%Q2 202608
Vishria Bird Financial Group, LLC
CIK 0001746438
$10M383K1.92%Q3 202509
US BANCORP \DE\
CIK 0000036104
$10M384K0.01%Q1 202610
Lido Advisors, LLC
CIK 0001650150
$9M347K0.03%Q1 202611
Covington Investment Advisors Inc.
CIK 0001569036
$7M285K1.06%Q1 202612
Kathmere Capital Management, LLC
CIK 0001794543
$7M273K0.43%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M255K0.00%Q1 202614
Praetorian Wealth Management, Inc.
CIK 0001818940
$6M253K1.11%Q2 202615
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$6M251K0.08%Q2 202616
LPL Financial LLC
CIK 0001403438
$6M247K0.00%Q1 202617
UBS Group AG
CIK 0001610520
$6M224K0.00%Q1 202618
MORGAN STANLEY
CIK 0000895421
$5M183K0.00%Q1 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4M177K0.00%Q1 202620
Cyndeo Wealth Partners, LLC
CIK 0001950947
$4M176K0.21%Q2 2026
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