Who owns iShares iBonds Dec 2028 Term Muni Bond ETF?
Institutional ownership of IBMQ from SEC Form 13F filings across 114 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.
114
13F holders
$393.8M
value, 2026 filers
60.3%
of shares outstanding (15.5M sh)
15
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 IBMQ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.5M | $65.1M | 0.0% | 9.9% | +6.1% |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 2.1M | $52.8M | 0.1% | 8% | +0.4% |
| 3 | Clearstead Advisors, LLC | 1.0M | $25.9M | 0.2% | 3.9% | +2.6% |
| 4 | HighTower Advisors, LLC | 760,012 | $19.4M | 0.0% | 3% | -5.7% |
| 5 | US BANCORP \DE\ | 729,690 | $18.7M | 0.0% | 2.8% | +0.9% |
| 6 | LBMC INVESTMENT ADVISORS, LLC | 577,987 | $14.8M | 0.8% | 2.3% | +3.3% |
| 7 | Lido Advisors, LLC | 550,670 | $14.1M | 0.0% | 2.1% | -1.5% |
| 8 | WELLS FARGO & COMPANY/MN | 543,687 | $13.9M | 0.0% | 2.1% | +2.5% |
| 9 | NewEdge Advisors, LLCNEW | 532,337 | $13.6M | 0.0% | 2.1% | new |
| 10 | LPL Financial LLC | 445,124 | $11.4M | 0.0% | 1.7% | +4.6% |
| 11 | UBS Group AG | 436,913 | $11.2M | 0.0% | 1.7% | +10.2% |
| 12 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 301,334 | $7.7M | 0.0% | 1.2% | +0.9% |
| 13 | Stratos Wealth Advisors, LLC | 284,461 | $7.3M | 0.4% | 1.1% | +9.3% |
| 14 | MORGAN STANLEY | 272,284 | $7.0M | 0.0% | 1.1% | +2.2% |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 266,886 | $6.8M | 0.0% | 1% | +47.1% |
| 16 | Integrated Wealth Concepts LLC | 199,769 | $5.1M | 0.0% | 0.8% | +31.9% |
| 17 | ROYAL BANK OF CANADA | 184,153 | $4.7M | 0.0% | 0.7% | -1.5% |
| 18 | Cyndeo Wealth Partners, LLC | 179,513 | $4.6M | 0.2% | 0.7% | +10.1% |
| 19 | STIFEL FINANCIAL CORP | 175,777 | $4.5M | 0.0% | 0.7% | -21.6% |
| 20 | Sound View Wealth Advisors Group, LLC | 164,866 | $4.2M | 0.3% | 0.6% | +2.4% |
| 21 | CENTRAL TRUST Co | 154,066 | $3.9M | 0.1% | 0.6% | -4.6% |
| 22 | LEAVELL INVESTMENT MANAGEMENT, INC. | 132,560 | $3.4M | 0.1% | 0.5% | +3.1% |
| 23 | RAYMOND JAMES FINANCIAL INC | 127,204 | $3.3M | 0.0% | 0.5% | +0.3% |
| 24 | AMERIPRISE FINANCIAL INC | 126,845 | $3.2M | 0.0% | 0.5% | +28.1% |
| 25 | COLDSTREAM CAPITAL MANAGEMENT INC | 123,766 | $3.2M | 0.0% | 0.5% | +0.8% |
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.