IBMR — ISHARES TR
As of Q2 2026, 7 SEC-registered investment managers reported holding IBMR (ISHARES TR) in their latest 13F filings, with a combined reported value of $66.19M across 2.61M shares. That is +10.2% by share count (+241.04K shares) versus the previous quarter, while reported value moved +10.4%. Ownership is concentrated: the five largest holders account for 99.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 5 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Bank of America Corp history | Q2 2026 | 1.71M | $43.33M | 0.00% | Add |
| Wells Fargo & Co history | Q2 2026 | 438.88K | $11.14M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 233.26K | $5.92M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 197.33K | $5.01M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 26.53K | $673.62K | 0.00% | New |
| Goldman Sachs Group history | Q4 2025 | 12.74K | $323.88K | 0.00% | New |
| Fidelity Management & Research (FMR) history | Q2 2026 | 4.24K | $107.66K | 0.00% | Add |
| BlackRock Inc history | Q2 2026 | 151 | $3.83K | 0.00% | Hold |
New Positions (Q2 2026)
- Citadel Advisors 26.53K sh · $673.62K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 8 funds)
| Fund | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | — | — | 13.71K | 23.33K | 32.52K | 164.15K | 184.25K | 389.71K | 514.70K | 571.87K | 1.35M | 1.54M | 1.71M |
| Wells Fargo & Co | 500 | 1.00K | 1.55K | — | 1.00K | 24.01K | 164.19K | 182.19K | 207.65K | 325.72K | 391.32K | 421.35K | 438.88K |
| UBS Group AG | — | — | 1.20K | 66.38K | 91.09K | 106.97K | 255.20K | 339.31K | 316.11K | 313.76K | 298.55K | 224.13K | 233.26K |
| Morgan Stanley | — | — | — | — | — | — | 60.82K | 63.52K | 74.73K | 81.93K | 136.58K | 182.63K | 197.33K |
| Citadel Advisors | — | — | 10.57K | — | — | — | — | — | — | — | — | — | 26.53K |
| Fidelity Management & Research (FMR) | — | — | — | — | — | — | — | 1.42K | — | — | — | 129 | 4.24K |
| BlackRock Inc | — | — | — | — | — | 62 | 148 | 148 | 151 | 151 | 151 | 151 | 151 |
| Goldman Sachs Group | — | — | — | — | — | — | — | — | — | — | 12.74K | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details