ISHARESIBONDDEC2030MUNIBDETFIBMSETF
13F holders, Q2 2026 (June 30)115holders +11
18new positions
5sold out
1famous investor
$25.87avg. 13F price*
At the end of Q2 2026, 115 institutions reported holding ISHARESIBONDDEC2030MUNIBDETF (IBMS) in their 13F filings, up 11 from Q1 2026. 18 opened new positions and 5 sold out. The largest holders were Mercer Global Advisors Inc. ($45.9M), Clearstead Advisors, LLC ($24.1M) and HighTower Advisors, LLC ($18.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- ISHARESIBONDDEC2030MUNIBDETF
- CUSIP
- 46438G687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $7.5M |
| Exits | 5 | $2.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,754,128 shares bought and 342,656 shares sold, net +1,411,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 115 holders
| Mercer Global Advisors Inc. | 0.06% | Add +1.2% | 1,773,721 | $45.9M |
| Clearstead Advisors, LLC | 0.23% | Add +3.5% | 930,943 | $24.1M |
| HighTower Advisors, LLC | 0.02% | Add +104.1% | 728,112 | $18.8M |
| Community Trust & Investment Co. | 0.51% | Add +108.2% | 381,639 | $9.9M |
| Bank of America Corp. | 0.00% | Add +26.1% | 367,091 | $9.5M |
| Kathmere Capital Management, LLC | 0.48% | Reduce -28.3% | 351,990 | $9.1M |
| LBMC Investment Advisors, LLC | 0.46% | Add +20.0% | 323,023 | $8.4M |
| US Bancorp \de | 0.01% | Add +1.5% | 310,037 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +51.2% | 252,630 | $6.5M |
| Praetorian Wealth Management, Inc. | 0.99% | Add +3.1% | 220,855 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +9.1% | 218,763 | $5.7M |
| Jane Street Group, LLC | 0.00% | Add +218.5% | 209,528 | $5.4M |
| United Capital Financial Advisors, LLC | 0.03% | Add +8.1% | 175,941 | $4.6M |
| Coldstream Capital Management Inc. | 0.05% | Add +4.8% | 155,512 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +26.1% | 151,475 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +7.6% | 151,422 | $3.9M |
| CENTRAL TRUST Co | 0.07% | Reduce -0.9% | 142,579 | $3.7M |
| Lido Advisors, LLC | 0.01% | Reduce -2.0% | 122,151 | $3.2M |
| Cypress Point Wealth Management, LLC | 0.61% | No change | 115,000 | $3.0M |
| LPL Financial LLC | 0.00% | Add +31.7% | 111,968 | $2.9M |
| Summit Financial, LLC | 0.03% | Add +4.5% | 111,520 | $2.9M |
| Quantum Financial Advisors, LLC | 0.28% | Reduce -25.3% | 110,543 | $2.9M |
| Assetmark, Inc. | 0.00% | Add +33.8% | 105,906 | $2.7M |
| UBS Group AG | 0.00% | Add +70.3% | 103,453 | $2.7M |
| Morgan Stanley | 0.00% | Reduce -11.5% | 95,919 | $2.5M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 79,784 | $2.1M |
| MML Investors Services, LLC | 0.00% | New | 74,015 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.7% | 72,751 | $1.9M |
| Ellis Investment Partners, LLC | 0.28% | Add +0.0% | 70,835 | $1.8M |
| Hills Bank & Trust Co | 0.07% | Add +359.4% | 67,088 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Add +0.6% | 63,752 | $1.6M |
| Blue Square Asset Management, LLC | 0.63% | Add +1.6% | 60,387 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +34.3% | 56,651 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Add +2.8% | 55,850 | $1.4M |
| Brookstone Capital Management | 0.01% | Add +45.5% | 53,321 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.18% | Add +12.0% | 53,112 | $1.4M |
| Argo Wealth Advisory, LLC | 0.70% | Reduce -1.6% | 49,217 | $1.3M |
| TRUE Private Wealth Advisors | 0.11% | Add +76.1% | 49,125 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.9% | 48,557 | $1.3M |
| GC Wealth Management RIA, LLC | 0.07% | Add +4.5% | 46,063 | $1.2M |
| Spinnaker Trust | 0.06% | Add +43.9% | 45,362 | $1.2M |
| Godshalk Welsh Capital Management, Inc. | 0.59% | Add +32.8% | 42,500 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +1.0% | 41,328 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 39,734 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +61.1% | 39,733 | $1.0M |
| Jacobi Capital Management LLC | 0.05% | New | 36,417 | $942K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.4% | 36,316 | $939K |
| Newman Dignan & Sheerar, Inc. | 0.18% | Add +0.1% | 35,878 | $928K |
| PFG Private Wealth Management, LLC | 0.40% | Reduce -1.4% | 35,714 | $924K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +67.2% | 35,256 | $912K |
| Curbstone Financial Management Corp | 0.15% | Add +63.4% | 34,650 | $896K |
| Rossmore Private Capital | 0.07% | Add +124.1% | 34,363 | $889K |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.3% | 33,382 | $864K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.3% | 32,564 | $842K |
| Valmark Advisers, Inc. | 0.01% | Add +5.5% | 31,178 | $807K |
| Elequin Capital, LP | 0.14% | New | 30,782 | $796K |
| Nestegg Advisors, Inc. | 0.55% | Reduce -49.6% | 30,109 | $779K |
| Aspen Wealth Management LLC | 0.13% | Reduce -31.0% | 29,272 | $757K |
| Leavell Investment Management, Inc. | 0.03% | Add +16.6% | 28,825 | $746K |
| Stifel Financial Corp. | 0.00% | Add +28.7% | 28,061 | $726K |
| Silverlake Wealth Management LLC | 0.13% | Add +40.2% | 27,126 | $702K |
| Members Wealth LLC | 0.36% | Add +55.3% | 25,390 | $657K |
| OneAscent Financial Services LLC | 0.03% | Add +157.3% | 25,313 | $655K |
| Modern Wealth Management, LLC | 0.01% | New | 22,125 | $572K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -13.2% | 22,085 | $572K |
| Droms Strauss Advisors Inc. /Mo/ | 0.13% | Add +63.4% | 22,025 | $570K |
| Smith, Moore & Co. | 0.04% | Add +6.3% | 20,962 | $542K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.0% | 18,742 | $485K |
| IFP Advisors, Inc | 0.01% | Add +44.1% | 18,710 | $484K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | No change | 17,850 | $462K |
| Parallel Advisors, LLC | 0.01% | Add +4.8% | 17,122 | $443K |
| Paradigm, Strategies in Wealth Management, LLC | 0.26% | Add +18.5% | 16,585 | $429K |
| Carnegie Investment Counsel | 0.01% | New | 16,000 | $414K |
| Phillips Financial Management, LLC | 0.03% | No change | 13,574 | $351K |
| Wick Capital Partners, LLC | 0.05% | New | 13,258 | $343K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.3% | 13,215 | $342K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -8.1% | 13,160 | $340K |
| Balefire, LLC | 0.05% | No change | 12,684 | $328K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +3.2% | 12,360 | $320K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 11,431 | $296K |
| Crews Bank & Trust | 0.04% | No change | 11,300 | $292K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.6% | 11,242 | $291K |
| WJ Wealth Management, LLC | 0.11% | New | 11,000 | $285K |
| Pacific Excel Wealth Advisors, Inc. | 0.11% | New | 10,900 | $282K |
| Heritage Family Offices, LLP | 0.11% | New | 10,900 | $282K |
| IFG Advisory, LLC | 0.01% | New | 10,756 | $278K |
| Foundry Financial Group, Inc. | 0.12% | Add +3.9% | 10,468 | $271K |
| Woodmont Investment Counsel LLC | 0.01% | Reduce -28.1% | 9,546 | $247K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,490 | $246K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -1.7% | 8,940 | $231K |
| WealthBridge Capital Management, LLC | 0.04% | Add +7.5% | 8,618 | $223K |
| Archford Capital Strategies, LLC | 0.02% | Reduce -18.7% | 8,601 | $223K |
| Captrust Financial Advisors | 0.00% | New | 8,514 | $220K |
| Howland Capital Management LLC | 0.01% | New | 8,380 | $217K |
| Quantinno Capital Management LP | 0.00% | New | 7,902 | $204K |
| 10Elms LLP | 0.09% | Add +14.7% | 7,820 | $202K |
| Susquehanna International Group, LLP | 0.00% | New | 7,787 | $201K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 7,768 | $201K |
| Citadel Advisors | 0.00% | Reduce -39.9% | 7,757 | $201K |
| EP Wealth Advisors, LLC | 0.00% | New | 6,924 | $179K |
"% of holder's portfolio" is IBMS's weight in each manager's 13F, not the share of ISHARESIBONDDEC2030MUNIBDETF the manager owns.