iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q4 2024 (December 31)132holders +9
13new positions
9sold out
$25.18avg. 13F price*
At the end of Q4 2024, 132 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 9 from Q3 2024. 13 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($44.2M), Clearstead Advisors, LLC ($22.1M) and Envestnet Asset Management Inc. ($21.1M).
- Company
- iShares Ibonds Dec 2028 Muni
- CUSIP
- 46435U325
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $19.6M |
| Exits | 9 | $4.3M |
All 13F filers, Q3 2024 → Q4 2024: 2,362,949 shares bought and 532,724 shares sold, net +1,830,225 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 132 holders
| Bank of America Corp. | 0.00% | Add +56.8% | 1,755,061 | $44.2M |
| Clearstead Advisors, LLC | 0.34% | Add +7.3% | 878,265 | $22.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.4% | 836,187 | $21.1M |
| US Bancorp \de | 0.02% | Add +10.6% | 703,803 | $17.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -16.1% | 689,819 | $17.4M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.8% | 663,225 | $16.7M |
| Kathmere Capital Management, LLC | 1.42% | Reduce -1.2% | 626,748 | $15.8M |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 616,226 | $15.5M |
| Hengehold Capital Management LLC | 0.94% | Reduce -0.5% | 397,149 | $10.0M |
| Raymond James Financial Inc. | 0.00% | — | 388,110 | $9.8M |
| NewEdge Advisors, LLC | 0.06% | New | 370,144 | $9.3M |
| Morgan Stanley | 0.00% | Add +128.9% | 356,971 | $9.0M |
| UBS Group AG | 0.00% | Reduce -3.9% | 356,853 | $9.0M |
| Hills Bank & Trust Co | 0.62% | Add +10.9% | 328,783 | $8.3M |
| Corient Private Wealth LP | 0.01% | Reduce -5.2% | 300,819 | $7.6M |
| Howland Capital Management LLC | 0.33% | Add +75.7% | 299,415 | $7.5M |
| Covington Investment Advisors Inc. | 0.91% | New | 239,925 | $6.0M |
| Praetorian Wealth Management, Inc. | 1.46% | Add +3.5% | 238,511 | $6.0M |
| Heartwood Wealth Advisors LLC | 0.67% | Add +0.8% | 235,088 | $5.9M |
| LBMC Investment Advisors, LLC | 0.47% | Add +8.7% | 235,060 | $5.9M |
| LPL Financial LLC | 0.00% | Reduce -4.5% | 215,939 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +18.4% | 164,039 | $4.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +28.1% | 163,039 | $4.1M |
| CENTRAL TRUST Co | 0.09% | Add +16.8% | 147,133 | $3.7M |
| Cypress Point Wealth Management, LLC | 0.94% | Add +0.8% | 119,536 | $3.0M |
| Ameriprise Financial Inc. | 0.00% | Add +6.8% | 106,716 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 97,826 | $2.5M |
| Envision Financial Planning, LLC | 1.23% | Reduce -30.2% | 94,202 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +7.3% | 90,139 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.15% | New | 88,370 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +67.1% | 83,637 | $2.1M |
| Sound View Wealth Advisors Group, LLC | 0.16% | Reduce -0.1% | 80,919 | $2.0M |
| Woodmont Investment Counsel LLC | 0.14% | Add +5.8% | 77,909 | $2.0M |
| Quantum Financial Advisors, LLC | 0.30% | Add +5.8% | 77,853 | $2.0M |
| Coldstream Capital Management Inc. | 0.04% | Add +68.8% | 73,805 | $1.9M |
| Integrated Wealth Concepts LLC | 0.02% | Add +68.8% | 63,593 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +7.0% | 58,935 | $1.5M |
| Legacy Private Trust Co. | 0.10% | Add +19.2% | 58,023 | $1.5M |
| Crumly & Associates Inc. | 0.37% | Reduce -4.2% | 54,661 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +208.4% | 53,998 | $1.4M |
| Sandy Spring Bank | 0.05% | Add +16.8% | 53,702 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.24% | Add +2.8% | 50,699 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +85.6% | 49,609 | $1.2M |
| Capital Investment Advisors, LLC | 0.03% | Add +26.4% | 49,129 | $1.2M |
| Nestegg Advisors, Inc. | 1.21% | — | 47,218 | $1.2M |
| Signature Wealth Management Group | 0.48% | Add +3.5% | 47,274 | $1.2M |
| Spinnaker Trust | 0.07% | Add +125.8% | 43,245 | $1.1M |
| Granite Harbor Advisors, Inc. | 0.59% | Add +223.7% | 42,710 | $1.1M |
| Evergreen Private Wealth LLC | 0.48% | Add +11.3% | 40,794 | $1.0M |
| Newman Dignan & Sheerar, Inc. | 0.25% | No change | 39,366 | $991K |
| Glenview Trust Co | 0.02% | No change | 36,400 | $917K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.4% | 34,233 | $862K |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.7% | 33,429 | $842K |
| Confluence Investment Management LLC | 0.01% | Reduce -1.1% | 33,255 | $837K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | Add +0.2% | 31,715 | $799K |
| Blue Square Asset Management, LLC | 0.39% | Reduce -4.8% | 31,023 | $781K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $781K |
| GC Wealth Management RIA, LLC | 0.14% | Add +3.3% | 30,734 | $774K |
| Benjamin Edwards Inc. | 0.01% | Add +15.7% | 30,380 | $765K |
| Commonwealth Equity Services, LLC | 0.00% | Add +24.2% | 30,123 | $759K |
| Crews Bank & Trust | 0.13% | — | 29,897 | $753K |
| Cwm, LLC | 0.00% | Add +93.4% | 29,455 | $742K |
| IFP Advisors, Inc | 0.02% | Add +8.0% | 29,270 | $737K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -7.5% | 28,935 | $729K |
| Paradigm, Strategies in Wealth Management, LLC | 0.46% | Add +1.9% | 27,759 | $699K |
| Leavell Investment Management, Inc. | 0.03% | Add +26.4% | 26,111 | $657K |
| Phillips Financial Management, LLC | 0.05% | No change | 23,280 | $586K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.1% | 23,031 | $580K |
| Klingman & Associates, LLC | 0.04% | Reduce -8.2% | 22,269 | $561K |
| Partners Wealth Management, LLC | 0.62% | — | 21,509 | $542K |
| Regions Financial Corp. | 0.00% | Add +73.1% | 20,716 | $522K |
| Client 1ST Advisory Group, LLC | 0.19% | No change | 19,920 | $502K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +6.1% | 18,359 | $462K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.0% | 18,297 | $461K |
| Private Portfolio Partners LLC | 0.08% | Add +28.2% | 18,200 | $458K |
| Cetera Investment Advisers | 0.00% | New | 16,599 | $418K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -0.9% | 16,584 | $418K |
| FF Advisors,LLC | 0.28% | Add +13.4% | 16,334 | $413K |
| Janney Montgomery Scott LLC | 0.00% | No change | 16,041 | $404K |
| Parallel Advisors, LLC | 0.01% | Add +1.7% | 15,300 | $385K |
| 10Elms LLP | 0.48% | — | 15,160 | $382K |
| Wrapmanager Inc. | 0.10% | Reduce -0.2% | 15,009 | $378K |
| James Investment Research, Inc. | 0.04% | Add +34.5% | 14,800 | $373K |
| Mariner, LLC | 0.00% | No change | 14,536 | $366K |
| First National Trust Co | 0.01% | No change | 13,840 | $348K |
| Kades & Cheifetz LLC | 0.18% | New | 13,743 | $346K |
| Captrust Financial Advisors | 0.00% | Reduce -7.5% | 13,414 | $338K |
| Postrock Partners LLC | 0.16% | — | 13,291 | $335K |
| Peloton Wealth Strategists | 0.13% | No change | 13,000 | $327K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 12,701 | $320K |
| Archford Capital Strategies, LLC | 0.05% | No change | 12,474 | $314K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -19.8% | 11,784 | $298K |
| Goldman Sachs Group Inc. | 0.00% | Add +6.2% | 11,836 | $298K |
| WealthBridge Capital Management, LLC | 0.08% | Add +11.2% | 11,802 | $297K |
| Commonwealth Financial Services, LLC | 0.06% | No change | 11,576 | $291K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | New | 11,152 | $281K |
| Moneco Advisors, LLC | 0.03% | No change | 10,933 | $275K |
| Garden State Investment Advisory Services LLC | 0.08% | Reduce -45.0% | 10,683 | $269K |
| Kintra Wealth, LLC | 0.18% | Reduce -43.2% | 10,411 | $262K |
| PGIM Custom Harvest LLC | 0.00% | Add +23.3% | 10,040 | $253K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,000 | $252K |
| STAR Financial Bank | 0.18% | No change | 9,937 | $250K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.7% | 9,893 | $249K |
| Trust Co | 0.03% | New | 9,778 | $246K |
| Segment Wealth Management, LLC | 0.02% | New | 9,500 | $239K |
| Arrow Financial Corp | 0.02% | No change | 9,448 | $238K |
| OneAscent Financial Services LLC | 0.02% | New | 9,397 | $237K |
| Comerica Bank | 0.00% | No change | 9,198 | $232K |
| TPG Advisors LLC | 0.18% | Reduce -44.7% | 9,143 | $230K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -33.7% | 8,750 | $220K |
| Brookstone Capital Management | 0.00% | New | 8,363 | $211K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 8,000 | $201K |
| Cary Street Partners Financial LLC | 0.01% | — | 7,956 | $200K |
| Private Trust Co. NA | 0.02% | Add +2258.5% | 7,948 | $200K |
| Jones Financial Companies LLLP | 0.00% | Add +69.8% | 6,719 | $169K |
| Bank of New Hampshire | 0.03% | No change | 4,770 | $120K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $69K |
| Assetmark, Inc. | 0.00% | Add +505.6% | 2,271 | $57K |
| American Capital Advisory, LLC | 0.03% | No change | 2,217 | $56K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 2,152 | $54K |
| Asset Dedication, LLC | 0.00% | No change | 2,004 | $50K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,987 | $50K |
| Rialto Wealth Management, LLC | 0.01% | — | 955 | $24K |
| Allworth Financial LP | 0.00% | No change | 813 | $20K |
| Collier Financial | 0.01% | — | 400 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 313 | $8K |
| BlackRock, Inc. | 0.00% | Add +1.4% | 149 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 135 | $3K |
| Addison Advisors LLC | 0.00% | New | 95 | $2K |
| Kestra Investment Management, LLC | 0.00% | New | 75 | $2K |
| Caldwell Trust Co | 0.00% | No change | 40 | $1K |
| Principal Securities, Inc. | 0.00% | New | 20 | $504 |
"% 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.