Who owns iShares iBonds Dec 2029 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 IBMR from SEC Form 13F filings across 144 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, 144 institutions disclosed 15.1M shares of iShares iBonds Dec 2029 Term Muni Bond ETF worth $382.5M — about 83.2% of shares outstanding; the largest disclosed holder is MERCER GLOBAL ADVISORS INC /ADV. Source: SEC Form 13F filings, parsed by EvidInvest.
144
13F holders
$382.5M
value, 2026 filers
83.2%
of shares outstanding (15.1M sh)
30
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 | Paradiem, LLC | 396,376 | $10.1M | 2.2% | 2.2% | 0.0% |
| 9 | Kathmere Capital Management, LLC | 347,332 | $8.8M | 0.5% | 1.9% | +27.3% |
| 10 | Lido Advisors, LLC | 338,574 | $8.6M | 0.0% | 1.9% | -2.5% |
| 11 | Covington Investment Advisors Inc. | 319,610 | $8.1M | 1.0% | 1.8% | +12.0% |
| 12 | LPL Financial LLC | 281,078 | $7.1M | 0.0% | 1.5% | +13.7% |
| 13 | RAYMOND JAMES FINANCIAL INC | 266,224 | $6.8M | 0.0% | 1.5% | +4.2% |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 262,751 | $6.7M | 0.0% | 1.4% | +48.5% |
| 15 | Praetorian Wealth Management, Inc. | 253,195 | $6.4M | 1.1% | 1.4% | +1.8% |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 250,503 | $6.4M | 0.1% | 1.4% | +13.5% |
| 17 | UBS Group AG | 233,264 | $5.9M | 0.0% | 1.3% | +4.1% |
| 18 | MORGAN STANLEY | 197,333 | $5.0M | 0.0% | 1.1% | +8.1% |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 185,667 | $4.7M | 0.0% | 1% | +10.5% |
| 20 | Cyndeo Wealth Partners, LLC | 175,874 | $4.5M | 0.2% | 1% | +9.4% |
| 21 | STIFEL FINANCIAL CORP | 171,140 | $4.3M | 0.0% | 0.9% | -0.6% |
| 22 | Kesler, Norman & Wride, LLCNEW | 165,926 | $3.8M | 0.6% | 0.9% | new |
| 23 | LITTLEJOHN FINANCIAL SERVICES, INC.NEW | 142,624 | $3.3M | 2.4% | 0.8% | new |
| 24 | Odyssey Group, LLCNEW | 141,310 | $3.6M | 1.0% | 0.8% | new |
| 25 | COLDSTREAM CAPITAL MANAGEMENT INC | 135,517 | $3.4M | 0.0% | 0.7% | +0.9% |
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.