ISHARES TR (IBMO): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in IBMO. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
2
13F filers
Aggregate Value
$573K
Across holders
Last Price
$25.63
2026-08-24
Sector
GICS
Quarterly fund activity1 increased1 reduced0 exited
Institutional Holders of IBMO
2 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund16K$407K71.1%0.0%Added+$119KQ2 2026
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund6K$165K28.9%0.0%Reduced$-135KQ2 2026
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