Who owns iShares iBonds Dec 2026 Term Muni Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBMO from SEC Form 13F filings across 182 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.
As of the 2026-06-30 reporting period, 182 institutions disclosed 18.4M shares of iShares iBonds Dec 2026 Term Muni Bond ETF worth $471.8M — about 80.6% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
182
13F holders
$471.8M
value, 2026 filers
80.6%
of shares outstanding (18.4M sh)
17
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 | Rossmore Private Capital | 1.4M | $37.0M | 3.0% | 6.3% | 0.0% |
| 4 | NewEdge Advisors, LLCNEW | 732,003 | $18.8M | 0.1% | 3.2% | new |
| 5 | US BANCORP \DE\ | 652,820 | $16.7M | 0.0% | 2.9% | +1.4% |
| 6 | Lido Advisors, LLC | 555,766 | $14.2M | 0.0% | 2.4% | -2.3% |
| 7 | Kathmere Capital Management, LLC | 553,898 | $14.2M | 0.8% | 2.4% | +20.5% |
| 8 | LBMC INVESTMENT ADVISORS, LLC | 520,304 | $13.3M | 0.7% | 2.3% | -0.9% |
| 9 | WELLS FARGO & COMPANY/MN | 461,392 | $11.8M | 0.0% | 2% | -0.5% |
| 10 | LPL Financial LLC | 386,854 | $9.9M | 0.0% | 1.7% | -4.3% |
| 11 | Hills Bank & Trust Co | 378,134 | $9.7M | 0.4% | 1.7% | -3.1% |
| 12 | MORGAN STANLEY | 367,257 | $9.4M | 0.0% | 1.6% | +10.6% |
| 13 | Integrated Wealth Concepts LLC | 331,427 | $8.5M | 0.1% | 1.5% | -9.6% |
| 14 | Covington Investment Advisors Inc. | 324,415 | $8.3M | 1.1% | 1.4% | +0.1% |
| 15 | UBS Group AG | 312,081 | $8.0M | 0.0% | 1.4% | -18.2% |
| 16 | Paradiem, LLC | 294,149 | $7.5M | 1.6% | 1.3% | 0.0% |
| 17 | LEAVELL INVESTMENT MANAGEMENT, INC. | 273,821 | $7.0M | 0.3% | 1.2% | +7.0% |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 269,719 | $6.9M | 0.1% | 1.2% | +16.4% |
| 19 | HighTower Advisors, LLC | 246,532 | $6.3M | 0.0% | 1.1% | -8.1% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 244,402 | $6.3M | 0.0% | 1.1% | -3.4% |
| 21 | CENTRAL TRUST Co | 215,592 | $5.5M | 0.1% | 0.9% | +4.6% |
| 22 | Sound View Wealth Advisors Group, LLC | 214,675 | $5.5M | 0.3% | 0.9% | -5.7% |
| 23 | Cyndeo Wealth Partners, LLC | 201,206 | $5.2M | 0.2% | 0.9% | +6.1% |
| 24 | Praetorian Wealth Management, Inc. | 198,055 | $5.1M | 0.9% | 0.9% | -7.7% |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 192,529 | $4.9M | 0.0% | 0.8% | +5.7% |
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.