IBMR institutional holders

iShares iBonds Dec. 2029 Municipal Bond ETF · 13F, 2026Q2

Managers holding144
Shares held15,176,610
Reported value$384.6m
Quarter flows28 new, 64 added, 28 trimmed, 13 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MERCER GLOBAL ADVISORS INC /ADV1,740,491$44.2m0.1%
BANK OF AMERICA CORP /DE/1,706,589$43.3m0.0%
Clearstead Advisors, LLC1,006,875$25.6m0.2%
HighTower Advisors, LLC736,560$18.7m0.0%
LBMC INVESTMENT ADVISORS, LLC520,275$13.2m0.7%
WELLS FARGO & COMPANY/MN438,879$11.1m0.0%
US BANCORP \DE\423,777$10.8m0.0%
Paradiem, LLC396,376$10.1m2.2%
Kathmere Capital Management, LLC347,332$8.8m0.5%
Lido Advisors, LLC338,574$8.6m0.0%
Covington Investment Advisors Inc.319,610$8.1m1.0%
LPL Financial LLC281,078$7.1m0.0%
RAYMOND JAMES FINANCIAL INC266,224$6.8m0.0%
ENVESTNET ASSET MANAGEMENT INC262,751$6.7m0.0%
Praetorian Wealth Management, Inc.253,195$6.4m1.1%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC250,503$6.4m0.1%
UBS Group AG233,264$5.9m0.0%
MORGAN STANLEY197,333$5.0m0.0%
UNITED CAPITAL FINANCIAL ADVISORS, LLC185,667$4.7m0.0%
Cyndeo Wealth Partners, LLC175,874$4.5m0.2%
STIFEL FINANCIAL CORP171,140$4.3m0.0%
Integrated Wealth Concepts LLC170,744$4.3m0.0%
Kesler, Norman & Wride, LLC165,926$3.8m0.6%
Odyssey Group, LLC141,310$3.6m1.0%
COLDSTREAM CAPITAL MANAGEMENT INC135,517$3.4m0.0%

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

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