IBMP institutional holders

iShares iBonds Dec. 2027 Municipal Bond ETF · 13F, 2026Q2

Managers holding190
Shares held21,417,936
Reported value$544.4m
Quarter flows18 new, 85 added, 40 trimmed, 15 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/2,660,591$67.6m0.0%
MERCER GLOBAL ADVISORS INC /ADV1,841,644$46.8m0.1%
WELLS FARGO & COMPANY/MN1,062,105$27.0m0.0%
Clearstead Advisors, LLC1,001,027$25.4m0.2%
US BANCORP \DE\745,224$18.9m0.0%
Heartwood Wealth Advisors LLC697,944$17.7m1.4%
LBMC INVESTMENT ADVISORS, LLC584,924$14.9m0.8%
HighTower Advisors, LLC550,178$14.0m0.0%
Lido Advisors, LLC547,234$13.9m0.0%
LPL Financial LLC525,026$13.3m0.0%
NewEdge Advisors, LLC523,606$13.3m0.0%
Hills Bank & Trust Co508,428$12.9m0.6%
Kathmere Capital Management, LLC498,643$12.7m0.7%
UBS Group AG413,349$10.5m0.0%
MORGAN STANLEY390,504$9.9m0.0%
Covington Investment Advisors Inc.378,345$9.6m1.2%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC309,899$7.9m0.1%
Integrated Wealth Concepts LLC308,549$7.8m0.0%
Praetorian Wealth Management, Inc.285,165$7.2m1.3%
Paradiem, LLC248,470$6.3m1.4%
HOWLAND CAPITAL MANAGEMENT LLC247,525$6.3m0.2%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO206,724$5.3m0.0%
Cyndeo Wealth Partners, LLC204,049$5.2m0.2%
ENVESTNET ASSET MANAGEMENT INC200,570$5.1m0.0%
Sound View Wealth Advisors Group, LLC198,399$5.0m0.3%

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

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