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

ISHARES TR

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

CUSIP 46438G216·22 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$11M
visible holders
Holders
22
filers reporting
Concentration
22.15%
Quantum Financial Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

22 institutions reported IBMU in Q2 2026. Quantum Financial Advisors, LLC leads at 22.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Quantum Financial Advisors, LLC
CIK 0001929139
$2M92K0.23%Q2 202602
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$1M49K0.07%Q2 202603
MEMBERS WEALTH LLC
CIK 0002059574
$1M44K0.53%Q3 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$762K30K0.00%Q1 202605
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$759K32K0.01%Q3 202606
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$723K28K0.01%Q2 202607
Hills Bank & Trust Co
CIK 0001309148
$603K24K0.03%Q2 202608
HOWLAND CAPITAL MANAGEMENT LLC
CIK 0001079112
$413K17K0.01%Q3 202609
Carnegie Investment Counsel
CIK 0001511506
$385K16K0.01%Q3 202610
Rossmore Private Capital
CIK 0001733082
$327K13K0.03%Q2 202611
Heritage Family Offices, LLP
CIK 0002019316
$283K11K0.11%Q2 202612
Pacific Excel Wealth Advisors, Inc.
CIK 0002110884
$283K11K0.11%Q2 202613
Bradley & Co. Private Wealth Management, LLC
CIK 0001861678
$265K11K0.12%Q3 202614
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$256K10K0.01%Q2 202615
Cyndeo Wealth Partners, LLC
CIK 0001950947
$252K10K0.01%Q3 202616
Kestra Advisory Services, LLC
CIK 0001830819
$246K10K0.00%Q2 202617
IFP Advisors, Inc
CIK 0001641866
$127K5K0.00%Q3 202618
Physician Wealth Advisors, Inc.
CIK 0001795173
$96K4K0.01%Q3 202619
10Elms LLP
CIK 0002056650
$61K2K0.03%Q2 202620
ADIRONDACK TRUST CO
CIK 0001054257
$28K1K0.01%Q3 2026
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