iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q1 2024 (March 31)111holders
$25.27avg. 13F price*
At the end of Q1 2024, 111 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings. The largest holders were Bank of America Corp. ($23.9M), Envestnet Asset Management Inc. ($19.6M) and Wilbanks Smith & Thomas Asset Management LLC ($19.0M).
- Company
- iShares Ibonds Dec 2028 Muni
- CUSIP
- 46435U325
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $18.8M |
| Exits | 5 | $2.9M |
Ownership 111 holders
| Bank of America Corp. | 0.00% | Add +5.1% | 945,249 | $23.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.9% | 775,668 | $19.6M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.53% | Add +6.0% | 753,826 | $19.0M |
| Mercer Global Advisors Inc. | 0.05% | Add +9.5% | 702,542 | $17.8M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 689,613 | $17.4M |
| Kathmere Capital Management, LLC | 1.92% | Add +8.5% | 664,782 | $16.8M |
| US Bancorp \de | 0.02% | Add +8.5% | 587,105 | $14.8M |
| Hengehold Capital Management LLC | 1.02% | Add +3.4% | 379,157 | $9.6M |
| HighTower Advisors, LLC | 0.01% | Add +0.8% | 363,321 | $9.2M |
| Corient Private Wealth LP | 0.02% | New | 347,046 | $8.8M |
| UBS Group AG | 0.00% | Add +21.2% | 315,465 | $8.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -2.4% | 309,259 | $7.8M |
| Hills Bank & Trust Co | 0.59% | Add +0.3% | 277,351 | $7.0M |
| Crumly & Associates Inc. | 1.60% | Reduce -21.8% | 240,191 | $6.1M |
| Praetorian Wealth Management, Inc. | 1.59% | Add +6.7% | 235,656 | $6.0M |
| Heartwood Wealth Advisors LLC | 0.69% | Add +7.5% | 220,216 | $5.6M |
| LPL Financial LLC | 0.00% | Add +16.7% | 200,541 | $5.1M |
| Gateway Advisory, LLC | 0.83% | Add +6.1% | 187,918 | $4.7M |
| Morgan Stanley | 0.00% | Add +32.4% | 161,901 | $4.1M |
| Envision Financial Planning, LLC | 2.58% | Add +10.2% | 126,280 | $3.2M |
| Cypress Point Wealth Management, LLC | 1.52% | Add +0.2% | 117,231 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +115.2% | 117,227 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -13.5% | 101,392 | $2.6M |
| LBMC Investment Advisors, LLC | 0.22% | New | 99,107 | $2.5M |
| CENTRAL TRUST Co | 0.06% | Add +40.8% | 95,385 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -14.1% | 91,142 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.9% | 88,542 | $2.2M |
| Sound View Wealth Advisors Group, LLC | 0.21% | Reduce -4.2% | 77,767 | $2.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.2% | 76,161 | $1.9M |
| Quantum Financial Advisors, LLC | 0.32% | New | 68,893 | $1.7M |
| Klingman & Associates, LLC | 0.11% | Reduce -9.0% | 59,671 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 58,412 | $1.5M |
| Raymond James & Associates | 0.00% | Reduce -8.6% | 49,442 | $1.2M |
| Sentinel Pension Advisors, LLC | 0.26% | Add +0.4% | 48,739 | $1.2M |
| Legacy Private Trust Co. | 0.09% | No change | 48,663 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.20% | Add +2.7% | 46,536 | $1.2M |
| Signature Wealth Management Group | 0.53% | Add +23.7% | 46,649 | $1.2M |
| Woodmont Investment Counsel LLC | 0.09% | Add +20.6% | 42,529 | $1.1M |
| Howland Capital Management LLC | 0.05% | Add +43.3% | 40,690 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.5% | 40,318 | $1.0M |
| Sandy Spring Bank | 0.05% | Add +12.2% | 39,419 | $996K |
| Focus Partners Wealth | 0.01% | Add +1.9% | 39,120 | $989K |
| Newman Dignan & Sheerar, Inc. | 0.25% | No change | 36,676 | $927K |
| Evergreen Private Wealth LLC | 0.46% | Add +22.4% | 36,471 | $922K |
| Blue Square Asset Management, LLC | 0.61% | Add +1.3% | 35,477 | $897K |
| Garden State Investment Advisory Services LLC | 0.32% | Reduce 0.0% | 34,994 | $884K |
| Cetera Investment Advisers | 0.00% | Add +41.3% | 34,235 | $865K |
| Glenview Trust Co | 0.02% | Add +75.2% | 32,515 | $822K |
| Flow Traders U.S. LLC | 0.04% | New | 31,811 | $804K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | Add +0.1% | 31,576 | $798K |
| Royal Harbor Partners, LLC | 0.34% | Reduce -4.1% | 31,188 | $788K |
| Snowden Capital Advisors LLC | 0.02% | New | 31,000 | $783K |
| Capital Investment Advisors, LLC | 0.02% | Add +4.4% | 30,757 | $777K |
| IFP Advisors, Inc | 0.03% | Add +7.3% | 28,430 | $718K |
| Lincoln National Corp. | 0.01% | New | 28,202 | $713K |
| Avantax Planning Partners, Inc. | 0.02% | New | 26,899 | $680K |
| Integrated Wealth Concepts LLC | 0.01% | Add +186.5% | 26,495 | $670K |
| Paradigm, Strategies in Wealth Management, LLC | 0.40% | Reduce -2.8% | 25,472 | $644K |
| Coldstream Capital Management Inc. | 0.02% | New | 23,786 | $601K |
| Stonebridge Capital Advisors LLC | 0.05% | Reduce -18.9% | 22,690 | $573K |
| Farther Finance Advisors, LLC | 0.03% | New | 22,590 | $569K |
| Kestra Advisory Services, LLC | 0.00% | Add +57.1% | 22,391 | $566K |
| Stifel Financial Corp. | 0.00% | Add +5.6% | 22,018 | $556K |
| GC Wealth Management RIA, LLC | 0.11% | New | 21,887 | $553K |
| FF Advisors,LLC | 0.38% | Add +96.7% | 21,605 | $546K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +0.0% | 20,427 | $516K |
| Client 1ST Advisory Group, LLC | 0.23% | No change | 19,920 | $503K |
| Kintra Wealth, LLC | 0.34% | Add +2.5% | 17,930 | $453K |
| Valmark Advisers, Inc. | 0.01% | Reduce -11.4% | 17,769 | $449K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +121.8% | 17,493 | $442K |
| Phillips Financial Management, LLC | 0.04% | Reduce -27.8% | 17,309 | $437K |
| Spinnaker Trust | 0.03% | New | 17,255 | $436K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 16,157 | $408K |
| Cwm, LLC | 0.00% | Reduce -53.0% | 16,082 | $406K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -92.0% | 15,821 | $400K |
| Archford Capital Strategies, LLC | 0.07% | Add +10.8% | 15,728 | $397K |
| Wrapmanager Inc. | 0.11% | Add +3.7% | 15,632 | $395K |
| Janney Montgomery Scott LLC | 0.00% | Add +53.6% | 14,736 | $372K |
| Lido Advisors, LLC | 0.00% | Reduce -0.7% | 14,394 | $364K |
| Private Portfolio Partners LLC | 0.07% | No change | 14,200 | $359K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 13,206 | $338K |
| Captrust Financial Advisors | 0.00% | Add +9.5% | 12,893 | $326K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.1% | 12,601 | $318K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.2% | 12,448 | $315K |
| Osaic Holdings, Inc. | 0.00% | No change | 12,350 | $312K |
| Confluence Investment Management LLC | 0.00% | No change | 12,189 | $308K |
| Peloton Wealth Strategists | 0.13% | No change | 12,000 | $303K |
| GTS Securities LLC | 0.01% | New | 11,008 | $278K |
| James Investment Research, Inc. | 0.03% | Add +10.0% | 11,000 | $278K |
| Moneco Advisors, LLC | 0.04% | No change | 10,933 | $276K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,664 | $269K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 10,163 | $257K |
| Parallel Advisors, LLC | 0.01% | Add +76.7% | 9,716 | $246K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -1.0% | 9,501 | $240K |
| Arrow Financial Corp | 0.02% | Add +0.7% | 9,448 | $239K |
| Regions Financial Corp. | 0.00% | New | 8,661 | $219K |
| Mariner, LLC | 0.00% | No change | 8,089 | $204K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 6,443 | $163K |
| Valley National Advisers Inc. | 0.02% | New | 5,689 | $143K |
| Comerica Bank | 0.00% | Add +6.7% | 5,353 | $135K |
"% of holder's portfolio" is IBMQ's weight in each manager's 13F, not the share of iShares Ibonds Dec 2028 Muni the manager owns.