IBMO ISHARES TR: institutional ownership and insider trading

199 funds reported holding $473M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $5.55M, with 14 new positions and 22 funds selling out.

Famous investors holding IBMO

Largest institutional holders of IBMO

  1. BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BML-PG, BML-PH, BML-PJ, BML-PL) — $52.7M
  2. MERCER GLOBAL ADVISORS INC /ADV — $43.5M
  3. Rossmore Private Capital — $37.0M
  4. NewEdge Advisors, LLC — $18.8M
  5. US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) — $16.7M
  6. Lido Advisors, LLC — $14.2M
  7. Kathmere Capital Management, LLC — $14.2M
  8. LBMC INVESTMENT ADVISORS, LLC — $13.3M
  9. WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) — $11.8M
  10. LPL Financial LLC — $9.92M

All IBMO 13F holders