IBMV ISHARES TR: institutional ownership and insider trading

8 funds reported holding $2.11M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net sold $3.34M, with 6 new positions and 3 funds selling out.

Largest institutional holders of IBMV

  1. Hills Bank & Trust Co — $529K
  2. COLDSTREAM CAPITAL MANAGEMENT INC — $302K
  3. Heritage Family Offices, LLP — $283K
  4. Pacific Excel Wealth Advisors, Inc. — $283K
  5. Cyndeo Wealth Partners, LLC — $252K
  6. HOWLAND CAPITAL MANAGEMENT LLC — $231K
  7. Lido Advisors, LLC — $203K
  8. Addison Advisors LLC — $25.8K

All IBMV 13F holders