Ishares Tr (IBMS): which funds own it

ETFData as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

Follow IBMS for free

Sections with a free account

No concentrated manager holds it.

Concentrated managers

—

All 13F: 115

Consensus

—

No score: it needs 5 or more concentrated managers

Price at Jun 30, 2026 (per 13F)

$25.87

+0.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

sold out 0 · trimmed 0added 0 · new 0

Concentrated managers holding it

None in the latest quarter.

Largest holders of IBMS (all 13F filers)

Mercer Global Advisors1.8 MWealth adviser+21 K
Clearstead Advisors931 KType not verified+32 K
HighTower Advisors728 KWealth adviser+371 K
Community Trust & Investment382 KType not verified+198 K
Bank of America367 KBank or trading desk+76 K
Kathmere Capital Management352 KType not verified−139 K
Lbmc Investment Advisors323 KType not verified+54 K
US Bancorp310 KBank or trading desk+4,624
Envestnet Asset Management253 KWealth adviser+86 K
Praetorian Wealth Management221 KWealth adviser+6,617

Filer	Type
Mercer Global Advisors	Wealth adviser	1.8 M	+21 K	$45.9M
Clearstead Advisors	Type not verified	931 K	+32 K	$24.1M
HighTower Advisors	Wealth adviser	728 K	+371 K	$18.8M
Community Trust & Investment	Type not verified	382 K	+198 K	$9.9M
Bank of America	Bank or trading desk	367 K	+76 K	$9.5M
Kathmere Capital Management	Type not verified	352 K	−139 K	$9.1M
Lbmc Investment Advisors	Type not verified	323 K	+54 K	$8.4M
US Bancorp	Bank or trading desk	310 K	+4,624	$8.0M
Envestnet Asset Management	Wealth adviser	253 K	+86 K	$6.5M
Praetorian Wealth Management	Wealth adviser	221 K	+6,617	$5.7M

Mercer Global Advisors
Shares
1.8 M
Change
+21 K
See more
Type
Wealth adviser
Value
$45.9M
Clearstead Advisors
Shares
931 K
Change
+32 K
See more
Type
Type not verified
Value
$24.1M
HighTower Advisors
Shares
728 K
Change
+371 K
See more
Type
Wealth adviser
Value
$18.8M
Community Trust & Investment
Shares
382 K
Change
+198 K
See more
Type
Type not verified
Value
$9.9M
Bank of America
Shares
367 K
Change
+76 K
See more
Type
Bank or trading desk
Value
$9.5M
Kathmere Capital Management
Shares
352 K
Change
−139 K
See more
Type
Type not verified
Value
$9.1M
Lbmc Investment Advisors
Shares
323 K
Change
+54 K
See more
Type
Type not verified
Value
$8.4M
US Bancorp
Shares
310 K
Change
+4,624
See more
Type
Bank or trading desk
Value
$8.0M
Envestnet Asset Management
Shares
253 K
Change
+86 K
See more
Type
Wealth adviser
Value
$6.5M
Praetorian Wealth Management
Shares
221 K
Change
+6,617
See more
Type
Wealth adviser
Value
$5.7M

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗