ISHARES TR

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IBMO·46435U259·US·ETF

IBMO (ISHARES TR) is held by 51 institutional investors as of Q2 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($52.7M), MERCER GLOBAL ADVISORS INC /ADV ($43.5M), NewEdge Advisors, LLC ($18.8M). Net institutional sentiment: Mixed.

51

Holders

(10 Elite)

$257.8M

Total Value

46% (48)

Consensus

22 buying - 26 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)61

Insider (Form 4)75

Activist (13D/13G)85

Congressional (STOCK Act)35

Holder Quality

78

★★★★★

Elite

16

★★★★

Strong

86

★★★

Solid

44

★★

Below

33

★

Weak

Held by 51 funds

10 elite

Who's Trading

Source dates: Price Oct 13, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for IBMO.

Top Holders

Top Holders (51)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	2.1M(+3.5%)	$52.7M	0.0%	+7.13%	30
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.7M(+7.5%)	$43.5M	0.1%	+3.93%	31
NewEdge Advisors, LLC	Increased	732,003(+4.6%)	$18.8M	0.1%	+6.82%	30
US BANCORP \DE\	Increased	652,820(+1.4%)	$16.7M	0.0%	+7.72%	29
Lido Advisors, LLC	Decreased	555,766(-2.3%)	$14.2M	0.0%	+2.78%	0
WELLS FARGO & COMPANY/MN	Decreased	461,392(-0.5%)	$11.8M	0.0%	+7.64%	0
LPL Financial LLC	Decreased	386,854(-4.3%)	$9.9M	0.0%	+6.53%	0
MORGAN STANLEY	Increased	367,257(+10.6%)	$9.4M	0.0%	+4.96%	31
IWIntegrated Wealth Concepts LLC	Decreased	331,427(-9.6%)	$8.5M	0.1%	+3.68%	0
UBS Group AG	Decreased	312,081(-18.2%)	$8M	0.0%	+7.42%	0
HighTower Advisors, LLC	Decreased	246,532(-8.1%)	$6.3M	0.0%	+6.23%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	244,402(-3.4%)	$6.3M	0.0%	+6.34%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	192,529(+5.7%)	$4.9M	0.0%	+0.81%	29
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	182,111(+8.9%)	$4.7M	0.0%	+3.19%	29
RAYMOND JAMES FINANCIAL INC	Decreased	175,525(-1.5%)	$4.5M	0.0%	+4.36%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	149,069(-3.7%)	$3.8M	0.0%	+6.22%	0
Beacon Pointe Advisors, LLC	Decreased	135,041(-3.9%)	$3.5M	0.0%	+4.40%	0
NorthCoast Asset Management LLC	Increased	106,153(+2.9%)	$2.7M	0.1%	+2.71%	27
Sanctuary Advisors, LLC	Increased	105,460(+0.5%)	$2.7M	0.0%	+5.00%	26
Cetera Investment Advisers	Decreased	95,226(-3.7%)	$2.4M	0.0%	+3.07%	0

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer