Who owns iShares iBonds Dec 2026 Term Muni Bond ETF?
Institutional ownership of IBMO from SEC Form 13F filings across 113 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
113
13F holders
$324.9M
value, 2026 filers
56.1%
of shares outstanding (12.8M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IBMO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.1M | $52.7M | 0.0% | 9% | +3.5% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1.7M | $43.5M | 0.1% | 7.4% | +7.4% |
| 3 | NewEdge Advisors, LLCNEW | 732,003 | $18.8M | 0.1% | 3.2% | new |
| 4 | US BANCORP \DE\ | 652,820 | $16.7M | 0.0% | 2.9% | +1.4% |
| 5 | Integrated Wealth Concepts LLC | 560,200 | $14.4M | 0.1% | 2.5% | +52.9% |
| 6 | Lido Advisors, LLC | 555,766 | $14.2M | 0.0% | 2.4% | -2.3% |
| 7 | LBMC INVESTMENT ADVISORS, LLC | 520,304 | $13.3M | 0.7% | 2.3% | -0.9% |
| 8 | WELLS FARGO & COMPANY/MN | 461,392 | $11.8M | 0.0% | 2% | -0.5% |
| 9 | LPL Financial LLC | 386,854 | $9.9M | 0.0% | 1.7% | -4.3% |
| 10 | MORGAN STANLEY | 367,257 | $9.4M | 0.0% | 1.6% | +10.6% |
| 11 | UBS Group AG | 312,081 | $8.0M | 0.0% | 1.4% | -18.2% |
| 12 | LEAVELL INVESTMENT MANAGEMENT, INC. | 273,821 | $7.0M | 0.3% | 1.2% | +7.0% |
| 13 | HighTower Advisors, LLC | 246,532 | $6.3M | 0.0% | 1.1% | -8.1% |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 244,402 | $6.3M | 0.0% | 1.1% | -3.4% |
| 15 | CENTRAL TRUST Co | 215,592 | $5.5M | 0.1% | 0.9% | +4.6% |
| 16 | Sound View Wealth Advisors Group, LLC | 214,675 | $5.5M | 0.3% | 0.9% | -5.7% |
| 17 | Cyndeo Wealth Partners, LLC | 201,206 | $5.2M | 0.2% | 0.9% | +6.1% |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 192,529 | $4.9M | 0.0% | 0.8% | +5.7% |
| 19 | RAYMOND JAMES FINANCIAL INC | 175,525 | $4.5M | 0.0% | 0.8% | -1.5% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 149,069 | $3.8M | 0.0% | 0.7% | -3.7% |
| 21 | COLDSTREAM CAPITAL MANAGEMENT INC | 127,207 | $3.3M | 0.0% | 0.6% | -0.5% |
| 22 | Sanctuary Advisors, LLC | 105,460 | $2.7M | 0.0% | 0.5% | +0.5% |
| 23 | Cetera Investment Advisers | 95,226 | $2.4M | 0.0% | 0.4% | -3.7% |
| 24 | Valmark Advisers, Inc. | 91,901 | $2.4M | 0.0% | 0.4% | +13.0% |
| 25 | STIFEL FINANCIAL CORP | 76,943 | $2.0M | 0.0% | 0.3% | +1.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.