ISHARES TR (IBMT)

Neutral

Insufficient data to determine institutional momentum.

Data as of Q1 2026

Loading ownership map...

Loading crowding analysis...

Loading snapshot...

Institutional Holders

Loading top holders...

No sector peer set for this ticker (missing sector classification, or too few peers with collected financials).

No collected fundamentals to build a valuation model.

Buy / Sell Volume by Quarter

Total shares institutions bought (green) vs sold (red) each quarter across all holders.

Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.

No collected fundamentals for a quality & risk analysis.

No collected fundamentals for a dividends & returns analysis.

No collected fundamentals for a capital-allocation analysis.

No collected fundamentals for a debt & leverage analysis.

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Loading ownership map...

Crowding AnalysisCrowded

Holders59of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio7.5x

65th percentile

45 buying6 selling

+13

New

-4

Closed

+428K

Net shares

Ownership Concentration

Top 5: 43.8%Top 10: 63.2%

MERCER GLOBAL ADVISORS INC /ADV14.0%

HighTower Advisors,11.4%

US BANCORP DE7.4%

Quantum Financial Advisors,5.8%

Praetorian Wealth Management,5.3%

Others (54)56.3%

Loading crowding analysis...

Not enough quarter-end price history for a performance view. (Run collect_prices.py for this ticker.)

Institutional Trends (5 Quarters)

No trend data available for this metric.

Conviction-Weighted Ownership

Median weight: 0.02%Avg weight: 0.16%Max: 0.64%High conviction (>1%): 0

MERCER GLOBAL ADVISORS INC /ADV

HighTower Advisors,

US BANCORP DE

Quantum Financial Advisors,

Praetorian Wealth Management,

LBMC INVESTMENT ADVISORS,

BANK OF AMERICA

COLDSTREAM CAPITAL MANAGEMENT

JANE STREET GROUP,

Ellis Investment Partners,

Crowding AnalysisCrowded

Holders59of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio7.5x

65th percentile

45 buying6 selling

+13

New

-4

Closed

+428K

Net shares

Ownership Concentration

Top 5: 43.8%Top 10: 63.2%

MERCER GLOBAL ADVISORS INC /ADV14.0%

HighTower Advisors,11.4%

US BANCORP DE7.4%

Quantum Financial Advisors,5.8%

Praetorian Wealth Management,5.3%

Others (54)56.3%

Crowding AnalysisCrowded

Holders59of 5,944

Avg: 68

Uncrowded83th percentileCrowded

Institutional Activity

Buy/Sell Ratio7.5x

65th percentile

45 buying6 selling

+13

New

-4

Closed

+428K

Net shares

Ownership Concentration

Top 5: 43.8%Top 10: 63.2%

MERCER GLOBAL ADVISORS INC /ADV14.0%

HighTower Advisors,11.4%

US BANCORP DE7.4%

Quantum Financial Advisors,5.8%

Praetorian Wealth Management,5.3%

Others (54)56.3%

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position

Ownership Map

Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.

Size by

Drag any bubble to rearrange · size = dollar value of the position