iShares Ibonds Dec 2028 MuniIBMQETF
13F holders, Q4 2025 (December 31)178holders +15
17new positions
5sold out
1famous investor
$25.58avg. 13F price*
At the end of Q4 2025, 178 institutions reported holding iShares Ibonds Dec 2028 Muni (IBMQ) in their 13F filings, up 15 from Q3 2025. 17 opened new positions and 5 sold out. The largest holders were Mercer Global Advisors Inc. ($99.8M), Bank of America Corp. ($58.2M) and Clearstead Advisors, LLC ($24.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2028 Muni
- CUSIP
- 46435U325
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $10.2M |
| Exits | 5 | $5.1M |
All 13F filers, Q3 2025 → Q4 2025: 4,975,176 shares bought and 381,678 shares sold, net +4,593,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Mercer Global Advisors Inc. | 0.15% | Add +333.5% | 3,902,720 | $99.8M |
| Bank of America Corp. | 0.00% | Add +7.5% | 2,274,358 | $58.2M |
| Clearstead Advisors, LLC | 0.31% | Add +5.4% | 962,006 | $24.6M |
| US Bancorp \de | 0.02% | Add +2.5% | 772,016 | $19.7M |
| HighTower Advisors, LLC | 0.02% | Add +15.6% | 766,908 | $19.6M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 533,318 | $13.6M |
| LBMC Investment Advisors, LLC | 0.82% | Add +18.2% | 518,402 | $13.3M |
| NewEdge Advisors, LLC | 0.05% | Add +7.8% | 488,211 | $12.5M |
| Morgan Stanley | 0.00% | Add +18.0% | 438,509 | $11.2M |
| Howland Capital Management LLC | 0.40% | Add +13.7% | 409,820 | $10.5M |
| Hengehold Capital Management LLC | 0.88% | Add +4.1% | 409,256 | $10.5M |
| Hills Bank & Trust Co | 0.58% | Add +1.7% | 391,299 | $10.0M |
| Covington Investment Advisors Inc. | 1.30% | Add +18.8% | 371,320 | $9.5M |
| UBS Group AG | 0.00% | Add +1.8% | 353,689 | $9.0M |
| Kathmere Capital Management, LLC | 0.54% | Add +1.3% | 313,253 | $8.0M |
| LPL Financial LLC | 0.00% | Add +6.3% | 294,479 | $7.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 292,818 | $7.5M |
| Praetorian Wealth Management, Inc. | 1.36% | Add +10.5% | 267,346 | $6.8M |
| Heartwood Wealth Advisors LLC | 0.61% | Add +0.3% | 259,759 | $6.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +2.9% | 235,741 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +8.1% | 220,660 | $5.7M |
| Stifel Financial Corp. | 0.00% | Add +7.0% | 213,654 | $5.5M |
| Stratos Wealth Advisors, LLC | 0.25% | Add +20.1% | 200,616 | $5.1M |
| CENTRAL TRUST Co | 0.08% | Add +10.5% | 167,289 | $4.3M |
| Royal Bank of Canada | 0.00% | Add +67.2% | 155,432 | $4.0M |
| Sound View Wealth Advisors Group, LLC | 0.25% | Add +41.9% | 145,978 | $3.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +10.0% | 132,578 | $3.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +11.2% | 132,562 | $3.4M |
| Quantum Financial Advisors, LLC | 0.37% | Reduce -1.4% | 127,876 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -24.6% | 126,430 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +1.2% | 125,925 | $3.2M |
| Leavell Investment Management, Inc. | 0.13% | Add +24.1% | 123,935 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.17% | Add +25.6% | 121,517 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.67% | No change | 119,536 | $3.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +19.7% | 115,031 | $2.9M |
| PSI Advisors, LLC | 0.70% | New | 109,100 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +52.7% | 104,780 | $2.7M |
| Sonata Capital Group Inc. | 0.92% | Add +520.0% | 99,360 | $2.5M |
| Benjamin Edwards Inc. | 0.03% | Add +9.2% | 97,659 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 95,772 | $2.4M |
| Atwater Malick LLC | 0.67% | Add +699.8% | 95,171 | $2.4M |
| Confluence Investment Management LLC | 0.04% | Add +2.7% | 93,346 | $2.4M |
| Parkway Wealth Management Group, LLC | 0.32% | — | 91,825 | $2.3M |
| Cwm, LLC | 0.01% | Add +121.1% | 76,534 | $2.0M |
| Valmark Advisers, Inc. | 0.02% | Add +16.7% | 72,927 | $1.9M |
| Atlantic Union Bankshares Corp | 0.03% | Add +14.4% | 71,632 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +423.7% | 70,139 | $1.8M |
| Ellis Investment Partners, LLC | 0.31% | New | 69,683 | $1.8M |
| Woodmont Investment Counsel LLC | 0.11% | Reduce -18.4% | 69,588 | $1.8M |
| Spinnaker Trust | 0.09% | Add +9.9% | 65,502 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +3.1% | 64,805 | $1.7M |
| Granite Harbor Advisors, Inc. | 0.69% | Add +16.6% | 63,646 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +52.7% | 63,522 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Add +0.9% | 59,981 | $1.5M |
| RIA Advisory Group LLC | 0.34% | Add +2.2% | 55,217 | $1.4M |
| Kastel Capital Advisors, LLC | 0.85% | — | 54,269 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.20% | Add +0.8% | 51,954 | $1.3M |
| Evergreen Private Wealth LLC | 0.50% | Add +9.1% | 49,183 | $1.3M |
| Phillips Financial Management, LLC | 0.08% | No change | 49,154 | $1.3M |
| Summit Financial, LLC | 0.02% | Add +2.3% | 47,539 | $1.2M |
| Signature Wealth Management Group | 0.48% | Reduce -1.9% | 46,090 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | New | 46,090 | $1.2M |
| Mariner, LLC | 0.00% | Add +85.8% | 45,071 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +216.4% | 44,197 | $1.1M |
| Envision Financial Planning, LLC | 0.42% | Add +0.6% | 43,931 | $1.1M |
| Lantz Financial LLC | 0.23% | New | 43,248 | $1.1M |
| Aspen Wealth Management LLC | 0.23% | Add +23.0% | 42,960 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Add +20.0% | 42,753 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +3.3% | 41,352 | $1.1M |
| Legacy Private Trust Co. | 0.06% | Reduce -51.9% | 39,523 | $1.0M |
| First National Trust Co | 0.03% | Add +131.2% | 38,507 | $985K |
| Crews Bank & Trust | 0.14% | Reduce -0.1% | 37,755 | $966K |
| Cetera Investment Advisers | 0.00% | Add +8.0% | 37,079 | $948K |
| Glenview Trust Co | 0.01% | Reduce -2.7% | 35,413 | $906K |
| Godshalk Welsh Capital Management, Inc. | 0.52% | Add +20.5% | 35,300 | $903K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.4% | 35,043 | $896K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 35,000 | $895K |
| Curbstone Financial Management Corp | 0.17% | Add +86.4% | 34,950 | $894K |
| Rossmore Private Capital | 0.08% | Add +89.1% | 33,829 | $865K |
| Heffernan Advisory, Inc. | 0.81% | — | 33,148 | $848K |
| Brookstone Capital Management | 0.01% | Add +37.7% | 32,852 | $840K |
| Roof Eidam Maycock Peralta, LLC | 0.18% | Add +0.2% | 31,893 | $816K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $793K |
| Blue Square Asset Management, LLC | 0.34% | Add +6.7% | 30,277 | $774K |
| CFS Investment Advisory Services, LLC | 0.05% | Add +21.6% | 28,756 | $735K |
| FF Advisors,LLC | 0.33% | Add +37.4% | 28,676 | $733K |
| Regions Financial Corp. | 0.00% | Add +6.3% | 28,219 | $722K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.7% | 28,198 | $721K |
| WJ Wealth Management, LLC | 0.31% | No change | 28,107 | $719K |
| TRUE Private Wealth Advisors | 0.07% | New | 27,438 | $702K |
| IFP Advisors, Inc | 0.02% | Add +5.1% | 26,346 | $674K |
| Gryphon Financial Partners LLC | 0.07% | No change | 24,940 | $638K |
| Financial Advisory Corp | 0.09% | Reduce -9.6% | 23,586 | $603K |
| Parallel Advisors, LLC | 0.01% | Add +14.3% | 23,095 | $591K |
| Newman Dignan & Sheerar, Inc. | 0.12% | Reduce -53.2% | 22,563 | $577K |
| Paradigm, Strategies in Wealth Management, LLC | 0.38% | No change | 22,554 | $577K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +126.0% | 21,589 | $552K |
| Gould Asset Management LLC | 0.10% | New | 21,375 | $547K |
| Osaic Holdings, Inc. | 0.00% | Reduce -42.2% | 21,182 | $542K |
| Captrust Financial Advisors | 0.00% | Add +15.2% | 20,880 | $534K |
| 10Elms LLP | 0.55% | No change | 20,360 | $521K |
| Wick Capital Partners, LLC | 0.09% | Add +93.1% | 20,324 | $520K |
| Client 1ST Advisory Group, LLC | 0.16% | No change | 19,920 | $509K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 19,229 | $492K |
| Smith, Moore & Co. | 0.04% | Add +1.5% | 18,382 | $470K |
| Modern Wealth Management, LLC | 0.01% | New | 18,375 | $470K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.0% | 18,077 | $462K |
| Kestra Advisory Services, LLC | 0.00% | Add +98.3% | 18,063 | $462K |
| Creative Planning | 0.00% | No change | 17,635 | $451K |
| Postrock Partners LLC | 0.19% | No change | 16,841 | $431K |
| Private Advisor Group, LLC | 0.00% | Reduce -13.1% | 15,612 | $399K |
| Citadel Advisors | 0.00% | Reduce -32.8% | 15,009 | $384K |
| Sax Wealth Advisors, LLC | 0.02% | Add +0.1% | 14,702 | $376K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,709 | $376K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +0.8% | 14,678 | $375K |
| Commonwealth Financial Services, LLC | 0.06% | Add +40.1% | 14,395 | $368K |
| MV Capital Management, Inc. | 0.04% | New | 14,375 | $368K |
| Jim Saulnier & Associates, LLC | 0.18% | Add +0.8% | 13,806 | $353K |
| Passive Capital Management, LLC. | 0.11% | No change | 13,803 | $353K |
| James Investment Research, Inc. | 0.04% | No change | 13,800 | $353K |
| Trust Co | 0.03% | Add +0.0% | 13,729 | $351K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -20.3% | 13,615 | $348K |
| WealthBridge Capital Management, LLC | 0.08% | Add +4.3% | 13,503 | $345K |
| TPG Advisors LLC | 0.21% | Add +0.2% | 13,073 | $334K |
| Peloton Wealth Strategists | 0.13% | No change | 13,000 | $332K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +30.8% | 12,750 | $326K |
| Klingman & Associates, LLC | 0.02% | Reduce -22.6% | 12,693 | $325K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | Reduce -10.8% | 12,673 | $324K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 12,459 | $319K |
| Jones Financial Companies LLLP | 0.00% | Add +26.0% | 12,370 | $316K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -7.4% | 12,095 | $309K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 11,495 | $294K |
| Moneco Advisors, LLC | 0.02% | No change | 10,933 | $280K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -31.4% | 10,158 | $260K |
| Leo Wealth, LLC | 0.02% | Add +0.7% | 9,980 | $255K |
| PFG Private Wealth Management, LLC | 0.11% | New | 9,852 | $252K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,500 | $243K |
| Arrow Financial Corp | 0.02% | No change | 9,448 | $242K |
| Cary Street Partners Financial LLC | 0.01% | No change | 9,086 | $232K |
| Flow Traders U.S. LLC | 0.01% | Add +7.5% | 9,022 | $231K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | No change | 8,820 | $226K |
| Private Trust Co. NA | 0.02% | No change | 8,809 | $225K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 8,562 | $219K |
| HORAN Wealth, LLC | 0.03% | New | 8,495 | $217K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.2% | 8,358 | $214K |
| Silverlake Wealth Management LLC | 0.05% | New | 8,237 | $211K |
| Nestegg Advisors, Inc. | 0.18% | Reduce -18.4% | 8,180 | $209K |
| Beaumont Asset Management, L.L.C. | 0.10% | No change | 8,030 | $205K |
| Members Wealth LLC | 0.13% | New | 7,970 | $205K |
| ArborFi Advisors, LLC | 0.17% | New | 7,963 | $204K |
| Accretive Wealth Partners, LLC | 0.06% | Reduce -5.8% | 7,892 | $202K |
| CNB Bank | 0.08% | No change | 7,637 | $195K |
| Comerica Bank | 0.00% | Add +3.6% | 6,980 | $179K |
| Hughes Financial Services, LLC | 0.02% | Add +1.9% | 6,045 | $155K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.4% | 5,907 | $151K |
| Bank of New Hampshire | 0.03% | No change | 4,770 | $122K |
| Princeton Global Asset Management LLC | 0.02% | New | 4,705 | $120K |
| Global Retirement Partners, LLC | 0.00% | Add +58.5% | 4,261 | $109K |
| Valley National Advisers Inc. | 0.01% | Add +0.8% | 4,000 | $102K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $70K |
| American Capital Advisory, LLC | 0.02% | No change | 2,217 | $57K |
| Bullock Wealth Management Group | 0.02% | — | 1,987 | $51K |
| FMR LLC | 0.00% | Reduce -30.0% | 1,964 | $50K |
| Barrett & Company, Inc. | 0.02% | No change | 1,794 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | Add +485.7% | 1,511 | $39K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 1,309 | $33K |
| Addison Advisors LLC | 0.01% | No change | 995 | $25K |
| Rialto Wealth Management, LLC | 0.01% | No change | 828 | $21K |
| Allworth Financial LP | 0.00% | No change | 813 | $21K |
| Asset Dedication, LLC | 0.00% | No change | 803 | $21K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 649 | $17K |
| NorthAvenue LLC | 0.01% | — | 387 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 313 | $8K |
| BlackRock, Inc. | 0.00% | No change | 150 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 43 | $1K |
| Caldwell Trust Co | 0.00% | No change | 40 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 38 | $972 |
| AE Wealth Management LLC | 0.00% | New | 38 | $972 |
"% 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.