Who owns iShares iBonds Dec 2029 Term Muni Bond ETF?
Institutional ownership of IBMR from SEC Form 13F filings across 85 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.
85
13F holders
$286.9M
value, 2026 filers
62.7%
of shares outstanding (11.4M sh)
16
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 IBMR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 1.7M | $44.2M | 0.1% | 9.6% | +1.2% |
| 2 | BANK OF AMERICA CORP /DE/ | 1.7M | $43.3M | 0.0% | 9.4% | +11.0% |
| 3 | Clearstead Advisors, LLC | 1.0M | $25.6M | 0.2% | 5.6% | +2.8% |
| 4 | HighTower Advisors, LLC | 736,560 | $18.7M | 0.0% | 4.1% | +0.5% |
| 5 | LBMC INVESTMENT ADVISORS, LLC | 520,275 | $13.2M | 0.7% | 2.9% | +6.7% |
| 6 | WELLS FARGO & COMPANY/MN | 438,879 | $11.1M | 0.0% | 2.4% | +4.2% |
| 7 | US BANCORP \DE\ | 423,777 | $10.8M | 0.0% | 2.3% | +10.5% |
| 8 | Lido Advisors, LLC | 338,574 | $8.6M | 0.0% | 1.9% | -2.5% |
| 9 | LPL Financial LLC | 281,078 | $7.1M | 0.0% | 1.5% | +13.7% |
| 10 | RAYMOND JAMES FINANCIAL INC | 266,224 | $6.8M | 0.0% | 1.5% | +4.2% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 262,751 | $6.7M | 0.0% | 1.4% | +48.5% |
| 12 | UBS Group AG | 233,264 | $5.9M | 0.0% | 1.3% | +4.1% |
| 13 | MORGAN STANLEY | 197,333 | $5.0M | 0.0% | 1.1% | +8.1% |
| 14 | Cyndeo Wealth Partners, LLC | 175,874 | $4.5M | 0.2% | 1% | +9.4% |
| 15 | STIFEL FINANCIAL CORP | 171,140 | $4.3M | 0.0% | 0.9% | -0.6% |
| 16 | Integrated Wealth Concepts LLC | 170,744 | $4.3M | 0.0% | 0.9% | +48.3% |
| 17 | COLDSTREAM CAPITAL MANAGEMENT INC | 135,517 | $3.4M | 0.0% | 0.7% | +0.9% |
| 18 | ASSETMARK, INC | 133,266 | $3.4M | 0.0% | 0.7% | +49.4% |
| 19 | CENTRAL TRUST Co | 131,688 | $3.3M | 0.1% | 0.7% | -5.8% |
| 20 | ROYAL BANK OF CANADA | 113,280 | $2.9M | 0.0% | 0.6% | +0.8% |
| 21 | Summit Financial, LLC | 99,608 | $2.5M | 0.0% | 0.5% | -18.8% |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 95,506 | $2.4M | 0.0% | 0.5% | +8.3% |
| 23 | LEAVELL INVESTMENT MANAGEMENT, INC. | 92,949 | $2.4M | 0.1% | 0.5% | +4.5% |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 88,291 | $2.2M | 0.0% | 0.5% | -2.3% |
| 25 | Kestra Advisory Services, LLC | 84,962 | $2.2M | 0.0% | 0.5% | +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.