IBMO institutional holders

iShares iBonds Dec. 2026 Municipal Bond ETF · 13F, 2026Q2

Managers holding181
Shares held18,660,918
Reported value$478.5m
Quarter flows15 new, 56 added, 59 trimmed, 27 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/2,056,461$52.7m0.0%
MERCER GLOBAL ADVISORS INC /ADV1,695,538$43.5m0.1%
Rossmore Private Capital1,443,221$37.0m3.0%
NewEdge Advisors, LLC732,003$18.8m0.1%
US BANCORP \DE\652,820$16.7m0.0%
Integrated Wealth Concepts LLC560,200$14.4m0.1%
Lido Advisors, LLC555,766$14.2m0.0%
Kathmere Capital Management, LLC553,898$14.2m0.8%
LBMC INVESTMENT ADVISORS, LLC520,304$13.3m0.7%
WELLS FARGO & COMPANY/MN461,392$11.8m0.0%
LPL Financial LLC386,854$9.9m0.0%
Hills Bank & Trust Co378,134$9.7m0.4%
MORGAN STANLEY367,257$9.4m0.0%
Covington Investment Advisors Inc.324,415$8.3m1.1%
UBS Group AG312,081$8.0m0.0%
Paradiem, LLC294,149$7.5m1.6%
LEAVELL INVESTMENT MANAGEMENT, INC.273,821$7.0m0.3%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC269,719$6.9m0.1%
HighTower Advisors, LLC246,532$6.3m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO244,402$6.3m0.0%
CENTRAL TRUST Co215,592$5.5m0.1%
Sound View Wealth Advisors Group, LLC214,675$5.5m0.3%
Cyndeo Wealth Partners, LLC201,206$5.2m0.2%
Praetorian Wealth Management, Inc.198,055$5.1m0.9%
ENVESTNET ASSET MANAGEMENT INC192,529$4.9m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBMO"). IBMO price history · All 13F data

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