DOSSIER · 13F Holders · Q2 2026
IBMX

ISHARES TR

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

CUSIP 46438G174·4 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$3M
visible holders
Holders
4
filers reporting
Concentration
76.32%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported IBMX in Q2 2026. BlackRock, Inc. leads at 76.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$3M100K0.00%Q2 2026
02
Heritage Family Offices, LLP
CIK 0002019316
$284K11K0.11%Q2 2026
03
Pacific Excel Wealth Advisors, Inc.
CIK 0002110884
$284K11K0.11%Q2 2026
04
Physician Wealth Advisors, Inc.
CIK 0001795173
$213K9K0.02%Q3 2026