Latest Period
Q2 2026
Security Snapshot
iSHARES TRUST - Common Stock (IBMW) Institutional Ownership
CUSIP: 46438G182
13F Institutional Holders and Ownership History for Q2 2026
Institutions Reporting
3
Shares (Excl. Options)
72,276
Price
$25.35
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- Security type / class
- Equity / Common Stock
- Symbol
- IBMW
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 72,276
- Total 13F value
- $1,832,219
- Portfolio coverage rank
- 0%
- Share change
- +72,276
- Value change
- +$1,832,219
- Number of holders
- 3
- Shares outstanding
- 150,150
- SEC-reported price per share
- $24.96
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- IBMW - iSHARES TRUST - Common Stock is tracked under CUSIP 46438G182.
- 3 institutions reported positions in Q2 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Latest quarter on this page is Q2 2026.
- Additional quarter-over-quarter change detail appears as history expands.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 3 institutions filings for Q2 2026.
Security key
46438G182
Latest holder period
Q2 2026
13F holders
3
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G182:
As of 30 Jun 2026, 3 institutional investors reported holding 72,276 shares of iSHARES TRUST - Common Stock (IBMW). This represents 48% of the company’s total 150,150 outstanding shares.
13F concentration
Top 3 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
48%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33% | 50,000 | 0% | $1,267,515 | |
| Pacific Excel Wealth Advisors, Inc. | 7.4% | 11,138 | 0.11% | $282,352 | |
| Heritage Family Offices, LLP | 7.4% | 11,138 | 0.11% | $282,352 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
1
Latest
Q2 2026
Rows shown
1-1 of 1
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 72,276 | $1,832,219 | +$1,832,219 | $25.35 | 3 |