Who owns iShares iBonds Dec 2028 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 IBMQ from SEC Form 13F filings across 197 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, 197 institutions disclosed 21.8M shares of iShares iBonds Dec 2028 Term Muni Bond ETF worth $556.6M — about 84.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
197
13F holders
$556.6M
value, 2026 filers
84.7%
of shares outstanding (21.8M sh)
24
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 | Heartwood Wealth Advisors LLC | 617,758 | $15.8M | 1.2% | 2.4% | +12.1% |
| 7 | LBMC INVESTMENT ADVISORS, LLC | 577,987 | $14.8M | 0.8% | 2.3% | +3.3% |
| 8 | Lido Advisors, LLC | 550,670 | $14.1M | 0.0% | 2.1% | -1.5% |
| 9 | WELLS FARGO & COMPANY/MN | 543,687 | $13.9M | 0.0% | 2.1% | +2.5% |
| 10 | NewEdge Advisors, LLCNEW | 532,337 | $13.6M | 0.0% | 2.1% | new |
| 11 | Hills Bank & Trust Co | 464,604 | $11.9M | 0.5% | 1.8% | +16.8% |
| 12 | HENGEHOLD CAPITAL MANAGEMENT LLC | 461,878 | $11.8M | 0.9% | 1.8% | +14.5% |
| 13 | LPL Financial LLC | 445,124 | $11.4M | 0.0% | 1.7% | +4.6% |
| 14 | UBS Group AG | 436,913 | $11.2M | 0.0% | 1.7% | +10.2% |
| 15 | Kathmere Capital Management, LLC | 403,121 | $10.3M | 0.5% | 1.6% | +31.6% |
| 16 | Covington Investment Advisors Inc. | 402,305 | $10.3M | 1.3% | 1.6% | +4.1% |
| 17 | Paradiem, LLC | 395,462 | $10.1M | 2.2% | 1.5% | 0.0% |
| 18 | HOWLAND CAPITAL MANAGEMENT LLC | 375,297 | $9.6M | 0.3% | 1.5% | -9.2% |
| 19 | Praetorian Wealth Management, Inc. | 302,556 | $7.7M | 1.3% | 1.2% | -0.4% |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 301,334 | $7.7M | 0.0% | 1.2% | +0.9% |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 298,060 | $7.6M | 0.1% | 1.2% | +9.5% |
| 22 | Stratos Wealth Advisors, LLC | 284,461 | $7.3M | 0.4% | 1.1% | +9.3% |
| 23 | MORGAN STANLEY | 272,284 | $7.0M | 0.0% | 1.1% | +2.2% |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 266,886 | $6.8M | 0.0% | 1% | +47.1% |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 187,694 | $4.8M | 0.0% | 0.7% | +10.4% |
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.