IBMQ institutional holders

iShares iBonds Dec. 2028 Municipal Bond ETF · 13F, 2026Q2

Managers holding197
Shares held21,843,916
Reported value$558.8m
Quarter flows22 new, 88 added, 41 trimmed, 11 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/2,545,675$65.1m0.0%
MERCER GLOBAL ADVISORS INC /ADV2,063,596$52.8m0.1%
Clearstead Advisors, LLC1,011,284$25.9m0.2%
HighTower Advisors, LLC760,012$19.4m0.0%
US BANCORP \DE\729,690$18.7m0.0%
Heartwood Wealth Advisors LLC617,758$15.8m1.2%
LBMC INVESTMENT ADVISORS, LLC577,987$14.8m0.8%
Lido Advisors, LLC550,670$14.1m0.0%
WELLS FARGO & COMPANY/MN543,687$13.9m0.0%
NewEdge Advisors, LLC532,337$13.6m0.0%
Hills Bank & Trust Co464,604$11.9m0.5%
HENGEHOLD CAPITAL MANAGEMENT LLC461,878$11.8m0.9%
LPL Financial LLC445,124$11.4m0.0%
UBS Group AG436,913$11.2m0.0%
Kathmere Capital Management, LLC403,121$10.3m0.5%
Covington Investment Advisors Inc.402,305$10.3m1.3%
Paradiem, LLC395,462$10.1m2.2%
HOWLAND CAPITAL MANAGEMENT LLC375,297$9.6m0.3%
Praetorian Wealth Management, Inc.302,556$7.7m1.3%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO301,334$7.7m0.0%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC298,060$7.6m0.1%
Stratos Wealth Advisors, LLC284,461$7.3m0.4%
MORGAN STANLEY272,284$7.0m0.0%
ENVESTNET ASSET MANAGEMENT INC266,886$6.8m0.0%
Integrated Wealth Concepts LLC199,769$5.1m0.0%

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

Get a free API keySee history bundlesDownload free samples