ISHARES TR
Institutional coverage
179 13F filers hold $IBMO.
13F holders
179
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
1 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 179 · Source: 13F-HR01
Legal & General Group Plc
0.06% of portfolio
1,577,995 sh
02
Rossmore Private Capital
3.30% of portfolio
1,444,927 sh
03
Mountaineer Partners Management, LLC
3.25% of portfolio
1,443,287 sh
04
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
0.04% of portfolio
568,737 sh
05
J.Safra Asset Management Corp
0.82% of portfolio
525,143 sh
06
Caxton Associates LP
0.27% of portfolio
511,642 sh
07
Matrix Trust Co
0.73% of portfolio
459,491 sh
08
Grant/GrossMendelsohn, LLC
1.05% of portfolio
429,224 sh
09
Taconic Capital Advisors LP
—
404,317 sh
10
Covenant Partners, LLC
0.48% of portfolio
390,183 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $IBMO in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $IBMO in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 13:14 UTC.