ISHARES TR

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IBMO·46435U259·US·ETF·Unknown - Unknown

IBMO (ISHARES TR) is held by 54 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($50.9M), MERCER GLOBAL ADVISORS INC /ADV ($40.4M), NewEdge Advisors, LLC ($17.9M). Net institutional sentiment: Mixed.

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (54)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	2M(-3.0%)	$50.9M	0.0%	+2.84%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.6M(-25.6%)	$40.4M	0.1%	+3.07%	0
NewEdge Advisors, LLC	Increased	699,515(+1.9%)	$17.9M	0.1%	+6.19%	29
US BANCORP \DE\	Decreased	643,862(-6.5%)	$16.5M	0.0%	+6.64%	0
Lido Advisors, LLC	Increased	568,737(+49.8%)	$14.6M	0.0%	+1.65%	39
WELLS FARGO & COMPANY/MN	Decreased	463,630(-2.2%)	$11.9M	0.0%	+7.72%	0
LPL Financial LLC	Decreased	404,317(-1.4%)	$10.4M	0.0%	+5.35%	0
UBS Group AG	Decreased	381,308(-9.5%)	$9.8M	0.0%	+6.29%	0
IWIntegrated Wealth Concepts LLC	Decreased	366,495(-2.7%)	$9.4M	0.1%	+4.43%	0
MORGAN STANLEY	Increased	332,002(+16.2%)	$8.5M	0.0%	+4.33%	32
HighTower Advisors, LLC	Increased	268,149(+1.1%)	$6.9M	0.0%	+5.02%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	253,070(-17.2%)	$6.5M	0.0%	+5.17%	0
ENVESTNET ASSET MANAGEMENT INC	New	182,173	$4.7M	0.0%	-0.12%	37
RAYMOND JAMES FINANCIAL INC	Decreased	178,247(-2.5%)	$4.6M	0.0%	+3.06%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	167,291(+27.2%)	$4.3M	0.0%	+1.83%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	154,790(-10.5%)	$4M	0.0%	+5.04%	0
Beacon Pointe Advisors, LLC	Increased	140,452(+3.4%)	$3.6M	0.0%	+2.82%	27
Sanctuary Advisors, LLC	Decreased	104,961(-22.7%)	$2.7M	0.0%	+3.38%	0
ASSETMARK, INC	Increased	103,591(+8.8%)	$2.7M	0.0%	+0.88%	29
NorthCoast Asset Management LLC	Decreased	103,175(-1.2%)	$2.6M	0.1%	+1.60%	0

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Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer