ISHARESIBONDDEC2030MUNIBDETFIBMSETF
13F holders, Q3 2025 (September 30)70holders +11
17new positions
6sold out
$26.08avg. 13F price*
At the end of Q3 2025, 70 institutions reported holding ISHARESIBONDDEC2030MUNIBDETF (IBMS) in their 13F filings, up 11 from Q2 2025. 17 opened new positions and 6 sold out. The largest holders were Mercer Global Advisors Inc. ($20.6M), Clearstead Advisors, LLC ($11.3M) and Vishria Bird Financial Group, LLC ($10.4M).
- Company
- ISHARESIBONDDEC2030MUNIBDETF
- CUSIP
- 46438G687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $20.2M |
| Exits | 6 | $5.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,867,324 shares bought and 765,804 shares sold, net +1,101,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 70 holders
| Mercer Global Advisors Inc. | 0.03% | Add +24.3% | 788,303 | $20.6M |
| Clearstead Advisors, LLC | 0.16% | New | 433,557 | $11.3M |
| Vishria Bird Financial Group, LLC | 2.04% | Add +2416.3% | 399,566 | $10.4M |
| HighTower Advisors, LLC | 0.01% | Add +291.3% | 236,368 | $6.2M |
| US Bancorp \de | 0.01% | Add +22.1% | 217,647 | $5.7M |
| Summit Financial, LLC | 0.05% | New | 128,653 | $3.4M |
| Praetorian Wealth Management, Inc. | 0.66% | Add +8.7% | 123,175 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +19.2% | 122,825 | $3.2M |
| Nestegg Advisors, Inc. | 2.71% | Reduce -3.5% | 116,931 | $3.0M |
| Moseley Investment Management Inc. | 0.91% | Add +34.1% | 114,671 | $3.0M |
| LBMC Investment Advisors, LLC | 0.18% | Add +83.4% | 110,333 | $2.9M |
| Quantum Financial Advisors, LLC | 0.34% | Add +45.9% | 108,294 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +104.4% | 100,096 | $2.6M |
| CENTRAL TRUST Co | 0.05% | Add +5.2% | 98,580 | $2.6M |
| Bank of America Corp. | 0.00% | Add +59.3% | 81,191 | $2.1M |
| Atlantic Union Bankshares Corp | 0.03% | Add +0.9% | 50,918 | $1.3M |
| Elequin Capital, LP | 0.11% | Add +21.6% | 48,261 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +34.2% | 43,087 | $1.1M |
| Assetmark, Inc. | 0.00% | New | 37,637 | $982K |
| Aspen Wealth Management LLC | 0.20% | New | 34,537 | $901K |
| GC Wealth Management RIA, LLC | 0.03% | Add +14.3% | 34,163 | $891K |
| Sound View Wealth Advisors Group, LLC | 0.06% | Add +5.0% | 31,754 | $828K |
| Capital Investment Advisors, LLC | 0.01% | Add +2.9% | 31,654 | $826K |
| Raymond James Financial Inc. | 0.00% | Add +197.8% | 31,562 | $823K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -94.7% | 31,202 | $814K |
| Newman Dignan & Sheerar, Inc. | 0.17% | No change | 31,016 | $809K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 30,420 | $793K |
| Cetera Investment Advisers | 0.00% | Reduce -5.4% | 29,657 | $773K |
| Focus Partners Wealth | 0.00% | Add +33.3% | 29,133 | $760K |
| Leavell Investment Management, Inc. | 0.03% | Add +44.8% | 29,115 | $759K |
| Valmark Advisers, Inc. | 0.01% | Add +9.9% | 26,273 | $685K |
| United Capital Financial Advisors, LLC | 0.00% | Add +80.8% | 25,819 | $673K |
| Blue Square Asset Management, LLC | 0.26% | New | 22,954 | $599K |
| Mariner, LLC | 0.00% | New | 21,230 | $554K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | Add +78.5% | 17,850 | $466K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 17,810 | $464K |
| Stifel Financial Corp. | 0.00% | Add +22.8% | 15,304 | $399K |
| Paradigm, Strategies in Wealth Management, LLC | 0.23% | No change | 13,998 | $365K |
| Signature Wealth Management Group | 0.14% | Reduce -0.5% | 13,700 | $357K |
| Parallel Advisors, LLC | 0.01% | Add +267.7% | 12,870 | $336K |
| Crews Bank & Trust | 0.05% | No change | 12,860 | $335K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -14.3% | 12,097 | $315K |
| LPL Financial LLC | 0.00% | No change | 11,801 | $308K |
| Freestone Capital Holdings, LLC | 0.01% | New | 11,431 | $298K |
| UBS Group AG | 0.00% | New | 11,279 | $294K |
| Flow Traders U.S. LLC | 0.01% | Add +10.2% | 11,173 | $291K |
| Woodmont Investment Counsel LLC | 0.02% | New | 11,155 | $291K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 10,712 | $279K |
| Archford Capital Strategies, LLC | 0.03% | Add +0.6% | 10,617 | $277K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | Add +0.1% | 10,212 | $266K |
| OneAscent Financial Services LLC | 0.02% | Add +3.5% | 9,762 | $255K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,490 | $247K |
| Private Advisor Group, LLC | 0.00% | No change | 9,270 | $242K |
| Godshalk Welsh Capital Management, Inc. | 0.13% | New | 9,000 | $235K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +9.4% | 8,750 | $228K |
| Rossmore Private Capital | 0.02% | No change | 8,436 | $220K |
| FourThought Financial Partners, LLC | 0.02% | New | 7,678 | $200K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 6,500 | $170K |
| 10Elms LLP | 0.15% | Add +2.7% | 5,670 | $148K |
| Osaic Holdings, Inc. | 0.00% | Add +413.4% | 5,134 | $134K |
| Royal Bank of Canada | 0.00% | Add +169.6% | 3,715 | $97K |
| IFP Advisors, Inc | 0.00% | No change | 3,278 | $85K |
| Addison Advisors LLC | 0.02% | Add +195.8% | 3,180 | $83K |
| Global Retirement Partners, LLC | 0.00% | New | 1,940 | $51K |
| Barrett & Company, Inc. | 0.02% | No change | 1,784 | $47K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,561 | $41K |
| Sarver Vrooman Wealth Advisors | 0.02% | New | 1,210 | $32K |
| Harbour Investments, Inc. | 0.00% | New | 995 | $26K |
| BlackRock, Inc. | 0.00% | No change | 64 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 19 | $496 |
"% of holder's portfolio" is IBMS's weight in each manager's 13F, not the share of ISHARESIBONDDEC2030MUNIBDETF the manager owns.