ISHARESIBONDDEC2030MUNIBDETFIBMSETF
13F holders, Q4 2025 (December 31)88holders +18
24new positions
7sold out
$26.06avg. 13F price*
At the end of Q4 2025, 88 institutions reported holding ISHARESIBONDDEC2030MUNIBDETF (IBMS) in their 13F filings, up 18 from Q3 2025. 24 opened new positions and 7 sold out. The largest holders were Mercer Global Advisors Inc. ($48.8M), Clearstead Advisors, LLC ($22.9M) and Kathmere Capital Management, LLC ($13.0M).
- Company
- ISHARESIBONDDEC2030MUNIBDETF
- CUSIP
- 46438G687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $40.8M |
| Exits | 7 | $2.9M |
All 13F filers, Q3 2025 → Q4 2025: 3,914,901 shares bought and 195,034 shares sold, net +3,719,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Mercer Global Advisors Inc. | 0.07% | Add +137.5% | 1,872,341 | $48.8M |
| Clearstead Advisors, LLC | 0.29% | Add +102.3% | 877,248 | $22.9M |
| Kathmere Capital Management, LLC | 0.88% | New | 500,145 | $13.0M |
| HighTower Advisors, LLC | 0.01% | Add +15.6% | 273,222 | $7.1M |
| US Bancorp \de | 0.01% | Add +24.2% | 270,359 | $7.0M |
| Bank of America Corp. | 0.00% | Add +179.5% | 226,894 | $5.9M |
| LBMC Investment Advisors, LLC | 0.33% | Add +86.5% | 205,791 | $5.4M |
| Jane Street Group, LLC | 0.01% | New | 184,616 | $4.8M |
| Wells Fargo & Company | 0.00% | New | 165,937 | $4.3M |
| Praetorian Wealth Management, Inc. | 0.86% | Add +34.4% | 165,540 | $4.3M |
| Coldstream Capital Management Inc. | 0.05% | Add +14.7% | 140,878 | $3.7M |
| CENTRAL TRUST Co | 0.07% | Add +34.7% | 132,748 | $3.5M |
| NewEdge Advisors, LLC | 0.01% | New | 127,265 | $3.3M |
| Summit Financial, LLC | 0.05% | Reduce -2.6% | 125,285 | $3.3M |
| Moseley Investment Management Inc. | 0.97% | Add +4.8% | 120,135 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +351.8% | 116,641 | $3.0M |
| Cypress Point Wealth Management, LLC | 0.65% | New | 115,000 | $3.0M |
| Quantum Financial Advisors, LLC | 0.33% | Add +3.0% | 111,557 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +4.0% | 104,099 | $2.7M |
| Morgan Stanley | 0.00% | New | 80,641 | $2.1M |
| Nestegg Advisors, Inc. | 1.76% | Reduce -32.3% | 79,207 | $2.1M |
| Ellis Investment Partners, LLC | 0.31% | New | 68,420 | $1.8M |
| Atlantic Union Bankshares Corp | 0.03% | Add +22.6% | 62,412 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +1575.3% | 62,238 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +38.4% | 59,618 | $1.6M |
| Assetmark, Inc. | 0.00% | Add +44.3% | 54,312 | $1.4M |
| Argo Wealth Advisory, LLC | 0.78% | — | 50,063 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +55.5% | 49,078 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 43,737 | $1.1M |
| Aspen Wealth Management LLC | 0.23% | Add +22.8% | 42,421 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Add +21.2% | 41,404 | $1.1M |
| LPL Financial LLC | 0.00% | Add +240.2% | 40,148 | $1.0M |
| UBS Group AG | 0.00% | Add +252.4% | 39,748 | $1.0M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +20.7% | 38,334 | $999K |
| Cetera Investment Advisers | 0.00% | Add +23.7% | 36,695 | $956K |
| Capital Investment Advisors, LLC | 0.01% | Add +14.3% | 36,196 | $943K |
| Sanctuary Advisors, LLC | 0.01% | New | 36,053 | $940K |
| Newman Dignan & Sheerar, Inc. | 0.19% | Add +15.6% | 35,838 | $934K |
| Focus Partners Wealth | 0.00% | Add +10.6% | 32,217 | $840K |
| Brookstone Capital Management | 0.01% | New | 31,560 | $822K |
| Godshalk Welsh Capital Management, Inc. | 0.42% | Add +212.2% | 28,100 | $732K |
| TRUE Private Wealth Advisors | 0.07% | New | 27,901 | $727K |
| Valmark Advisers, Inc. | 0.01% | Add +4.1% | 27,358 | $713K |
| CFS Investment Advisory Services, LLC | 0.05% | New | 27,194 | $709K |
| Blue Square Asset Management, LLC | 0.31% | Add +15.2% | 26,441 | $689K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -19.7% | 23,390 | $610K |
| Spinnaker Trust | 0.03% | New | 23,183 | $604K |
| Granite Harbor Advisors, Inc. | 0.23% | New | 21,085 | $549K |
| Cwm, LLC | 0.00% | New | 20,783 | $542K |
| PFG Private Wealth Management, LLC | 0.23% | New | 20,120 | $524K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1152.3% | 19,548 | $509K |
| Elequin Capital, LP | 0.08% | Reduce -60.3% | 19,174 | $500K |
| Stifel Financial Corp. | 0.00% | Add +24.9% | 19,111 | $498K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 18,009 | $469K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 17,850 | $465K |
| Smith, Moore & Co. | 0.03% | New | 17,310 | $451K |
| Parallel Advisors, LLC | 0.01% | Add +22.1% | 15,710 | $409K |
| Curbstone Financial Management Corp | 0.08% | New | 15,450 | $403K |
| Rossmore Private Capital | 0.04% | Add +81.8% | 15,336 | $400K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +39.4% | 14,936 | $389K |
| Paradigm, Strategies in Wealth Management, LLC | 0.24% | No change | 13,998 | $365K |
| Signature Wealth Management Group | 0.15% | No change | 13,700 | $357K |
| OneDigital Investment Advisors LLC | 0.00% | New | 13,700 | $357K |
| Woodmont Investment Counsel LLC | 0.02% | Add +18.9% | 13,267 | $346K |
| IFP Advisors, Inc | 0.01% | Add +295.7% | 12,971 | $338K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 11,431 | $298K |
| Crews Bank & Trust | 0.04% | Reduce -12.1% | 11,300 | $294K |
| Foundry Financial Group, Inc. | 0.14% | New | 10,880 | $284K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | Add +3.2% | 10,535 | $275K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -5.0% | 10,089 | $263K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -20.4% | 9,626 | $251K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,490 | $247K |
| Private Advisor Group, LLC | 0.00% | No change | 9,270 | $242K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | No change | 8,750 | $228K |
| 10Elms LLP | 0.19% | Add +20.3% | 6,820 | $178K |
| Hills Bank & Trust Co | 0.01% | New | 6,768 | $176K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 6,500 | $169K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 6,159 | $161K |
| Addison Advisors LLC | 0.02% | No change | 3,180 | $83K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 2,710 | $71K |
| Osaic Holdings, Inc. | 0.00% | Reduce -60.1% | 2,047 | $53K |
| Bullock Wealth Management Group | 0.03% | — | 1,973 | $51K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,940 | $51K |
| Barrett & Company, Inc. | 0.02% | No change | 1,784 | $46K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 1,210 | $32K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 1,003 | $26K |
| BlackRock, Inc. | 0.00% | No change | 64 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 29 | $761 |
"% of holder's portfolio" is IBMS's weight in each manager's 13F, not the share of ISHARESIBONDDEC2030MUNIBDETF the manager owns.