Who owns iShares iBonds Dec 2027 Term Muni Bond ETF?
Institutional ownership of IBMP from SEC Form 13F filings across 104 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.
104
13F holders
$387.7M
value, 2026 filers
60.4%
of shares outstanding (15.3M sh)
10
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 IBMP's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.7M | $67.6M | 0.0% | 10.5% | +12.9% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1.8M | $46.8M | 0.1% | 7.3% | +5.4% |
| 3 | WELLS FARGO & COMPANY/MN | 1.1M | $27.0M | 0.0% | 4.2% | +2.0% |
| 4 | Clearstead Advisors, LLC | 1.0M | $25.4M | 0.2% | 3.9% | +2.5% |
| 5 | US BANCORP \DE\ | 745,224 | $18.9M | 0.0% | 2.9% | +7.4% |
| 6 | LBMC INVESTMENT ADVISORS, LLC | 584,924 | $14.9M | 0.8% | 2.3% | +3.2% |
| 7 | HighTower Advisors, LLC | 550,178 | $14.0M | 0.0% | 2.2% | -44.2% |
| 8 | Lido Advisors, LLC | 547,234 | $13.9M | 0.0% | 2.2% | -2.4% |
| 9 | LPL Financial LLC | 525,026 | $13.3M | 0.0% | 2.1% | +6.6% |
| 10 | NewEdge Advisors, LLCNEW | 523,606 | $13.3M | 0.0% | 2.1% | new |
| 11 | UBS Group AG | 413,349 | $10.5M | 0.0% | 1.6% | +10.0% |
| 12 | MORGAN STANLEY | 390,504 | $9.9M | 0.0% | 1.5% | -0.4% |
| 13 | Integrated Wealth Concepts LLC | 308,549 | $7.8M | 0.0% | 1.2% | +49.0% |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 206,724 | $5.3M | 0.0% | 0.8% | +3.4% |
| 15 | Cyndeo Wealth Partners, LLC | 204,049 | $5.2M | 0.2% | 0.8% | +5.1% |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 200,570 | $5.1M | 0.0% | 0.8% | -0.3% |
| 17 | Sound View Wealth Advisors Group, LLC | 198,399 | $5.0M | 0.3% | 0.8% | +0.2% |
| 18 | LEAVELL INVESTMENT MANAGEMENT, INC. | 180,734 | $4.6M | 0.2% | 0.7% | +11.7% |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 174,701 | $4.4M | 0.0% | 0.7% | +2.9% |
| 20 | CENTRAL TRUST Co | 157,338 | $4.0M | 0.1% | 0.6% | -4.6% |
| 21 | RAYMOND JAMES FINANCIAL INC | 153,021 | $3.9M | 0.0% | 0.6% | +1.1% |
| 22 | STIFEL FINANCIAL CORP | 135,194 | $3.4M | 0.0% | 0.5% | +1.8% |
| 23 | Sanctuary Advisors, LLC | 120,344 | $3.1M | 0.0% | 0.5% | +0.6% |
| 24 | ROYAL BANK OF CANADA | 118,304 | $3.0M | 0.0% | 0.5% | +3.7% |
| 25 | ASSETMARK, INC | 117,182 | $3.0M | 0.0% | 0.5% | +30.9% |
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.