ISHARES TR

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IBMS·46438G687·US·ETF

IBMS (ISHARES TR) is held by 36 institutional investors as of Q2 2026. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($45.9M), HighTower Advisors, LLC ($18.8M), BANK OF AMERICA CORP /DE/ ($9.5M). Net institutional sentiment: Bullish.

36

Holders

(5 Elite)

$138.5M

Total Value

76% (38)

Consensus

29 buying - 9 selling

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

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)74

Activist (13D/13G)57

Congressional (STOCK Act)71

Holder Quality

74

★★★★★

Elite

36

★★★★

Strong

82

★★★

Solid

40

★★

Below

85

★

Weak

Held by 36 funds

5 elite

Who's Trading

Source dates: Price Oct 16, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (36)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1.8M(+1.2%)	$45.9M	0.1%	-0.31%	30
HighTower Advisors, LLC	Increased	728,112(+104.1%)	$18.8M	0.0%	-0.88%	46
BANK OF AMERICA CORP /DE/	Increased	367,091(+26.1%)	$9.5M	0.0%	-0.71%	34
US BANCORP \DE\	Increased	310,037(+1.5%)	$8M	0.0%	+1.19%	28
ENVESTNET ASSET MANAGEMENT INC	Increased	252,630(+51.2%)	$6.5M	0.0%	-1.15%	38
WELLS FARGO & COMPANY/MN	Increased	218,763(+9.1%)	$5.7M	0.0%	-1.31%	30
JANE STREET GROUP, LLC	Increased	209,528(+218.5%)	$5.4M	0.0%	-1.56%	44
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	175,941(+8.1%)	$4.6M	0.0%	-0.47%	29
NewEdge Advisors, LLC	Increased	151,475(+26.1%)	$3.9M	0.0%	-1.42%	33
Lido Advisors, LLC	Decreased	122,151(-2.0%)	$3.2M	0.0%	-0.89%	0
LPL Financial LLC	Increased	111,968(+31.7%)	$2.9M	0.0%	-0.76%	34
ASSETMARK, INC	Increased	105,906(+33.8%)	$2.7M	0.0%	-1.06%	34
UBS Group AG	Increased	103,453(+70.3%)	$2.7M	0.0%	-1.30%	39
MORGAN STANLEY	Decreased	95,919(-11.5%)	$2.5M	0.0%	-1.24%	0
ROYAL BANK OF CANADA	Increased	79,784(+7.1%)	$2.1M	0.0%	-0.77%	28
MML INVESTORS SERVICES, LLC	New	74,015	$1.9M	0.0%	-1.64%	36
Kestra Advisory Services, LLC	Increased	72,751(+3.7%)	$1.9M	0.0%	+0.45%	27
FWFocus Partners Wealth	Increased	56,651(+34.3%)	$1.5M	0.0%	-0.11%	33
RAYMOND JAMES FINANCIAL INC	Increased	55,850(+2.8%)	$1.4M	0.0%	-0.18%	26
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	48,557(+4.9%)	$1.3M	0.0%	-1.09%	27

Showing 1-20 of 39

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IBMSISHARES TR

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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