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IBMR — ISHARES TR

Reported value held$66.52M
Funds holding (latest)8
Sector—
Funds holding (Q2 2026)7
Institutional value$66.19M · 2.61M sh
New / Add / Cut / Exit1 / 5 / 0 / 0
Top-5 / Top-10 concentration99.8% / 100.0%
Institutional holdings change Accumulating +10.2% (+241.04K sh)
Institutional value change Up +10.4%

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.

FundQuarterSharesValuePortfolio WeightChange
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)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 8 funds)

FundQ2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 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 — —

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