IBMX ISHARES TR: institutional ownership and insider trading

4 funds reported holding $3.30M of ISHARES TR in their latest 13F filings; in Q2 2026 funds net bought $3.09M, with 3 new positions and 0 funds selling out.

Largest institutional holders of IBMX

  1. BlackRock, Inc. (BLK) — $2.52M
  2. Heritage Family Offices, LLP — $284K
  3. Pacific Excel Wealth Advisors, Inc. — $284K
  4. Physician Wealth Advisors, Inc. — $213K

Who owns the most IBMX stock?

The largest institutional holders of ISHARES TR in the latest 13F filings are BlackRock, Inc. (BLK) ($2.52M), Heritage Family Offices, LLP ($284K), Pacific Excel Wealth Advisors, Inc. ($284K).

All IBMX 13F holders