DOSSIER · 13F Holders · Q2 2026
IBMX

ISHARES TR

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

CUSIP 46438G174·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$284K
visible holders
Holders
1
filers reporting
Concentration
100.00%
Pacific Excel Wealth Advisors, Inc. #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported IBMX in Q2 2026. Pacific Excel Wealth Advisors, Inc. leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Pacific Excel Wealth Advisors, Inc.
CIK 0002110884
$284K11K0.11%Q2 2026