ISHARESIBONDDEC2030MUNIBDETFIBMSETF
13F holders, Q1 2026 (March 31)104holders +16
21new positions
4sold out
1famous investor
$25.83avg. 13F price*
At the end of Q1 2026, 104 institutions reported holding ISHARESIBONDDEC2030MUNIBDETF (IBMS) in their 13F filings, up 16 from Q4 2025. 21 opened new positions and 4 sold out. The largest holders were Mercer Global Advisors Inc. ($45.3M), Clearstead Advisors, LLC ($23.2M) and Kathmere Capital Management, LLC ($12.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $19.7M |
| Exits | 4 | $1.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,561,168 shares bought and 378,821 shares sold, net +1,182,347 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 104 holders
| Mercer Global Advisors Inc. | 0.07% | Reduce -6.4% | 1,752,223 | $45.3M |
| Clearstead Advisors, LLC | 0.21% | Add +2.5% | 899,241 | $23.2M |
| Kathmere Capital Management, LLC | 0.79% | Reduce -1.9% | 490,762 | $12.7M |
| HighTower Advisors, LLC | 0.01% | Add +30.6% | 356,707 | $9.2M |
| US Bancorp \de | 0.01% | Add +13.0% | 305,413 | $7.9M |
| Bank of America Corp. | 0.00% | Add +28.3% | 291,086 | $7.5M |
| LBMC Investment Advisors, LLC | 0.42% | Add +30.8% | 269,144 | $7.0M |
| Praetorian Wealth Management, Inc. | 1.05% | Add +29.4% | 214,238 | $5.6M |
| Wells Fargo & Company | 0.00% | Add +20.8% | 200,516 | $5.2M |
| Community Trust & Investment Co. | 0.26% | New | 183,284 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 167,096 | $4.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +39.5% | 162,751 | $4.2M |
| Coldstream Capital Management Inc. | 0.05% | Add +5.4% | 148,463 | $3.8M |
| Quantum Financial Advisors, LLC | 0.43% | Add +32.7% | 148,063 | $3.8M |
| CENTRAL TRUST Co | 0.07% | Add +8.4% | 143,914 | $3.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +35.2% | 140,732 | $3.6M |
| Lido Advisors, LLC | 0.01% | New | 124,598 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -5.6% | 120,123 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.64% | No change | 115,000 | $3.0M |
| Moseley Investment Management Inc. | 0.94% | Reduce -4.6% | 114,593 | $3.0M |
| Morgan Stanley | 0.00% | Add +34.3% | 108,337 | $2.8M |
| Summit Financial, LLC | 0.04% | Reduce -14.8% | 106,702 | $2.8M |
| LPL Financial LLC | 0.00% | Add +111.7% | 85,000 | $2.2M |
| Assetmark, Inc. | 0.00% | Add +45.7% | 79,144 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +19.7% | 74,520 | $1.9M |
| Ellis Investment Partners, LLC | 0.32% | Add +3.5% | 70,816 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.7% | 70,183 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -64.4% | 65,785 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Add +1.5% | 63,365 | $1.6M |
| UBS Group AG | 0.00% | Add +52.9% | 60,765 | $1.6M |
| Nestegg Advisors, Inc. | 1.36% | Reduce -24.6% | 59,762 | $1.5M |
| Blue Square Asset Management, LLC | 0.73% | Add +124.8% | 59,451 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | New | 55,377 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +10.7% | 54,306 | $1.4M |
| Argo Wealth Advisory, LLC | 0.76% | Reduce -0.1% | 50,033 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.18% | New | 47,407 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +136.8% | 46,285 | $1.2M |
| GC Wealth Management RIA, LLC | 0.05% | Add +6.5% | 44,092 | $1.1M |
| Aspen Wealth Management LLC | 0.22% | No change | 42,421 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +31.0% | 42,190 | $1.1M |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +6.8% | 40,930 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +7.5% | 39,467 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +16.2% | 36,660 | $947K |
| PFG Private Wealth Management, LLC | 0.40% | Add +80.1% | 36,240 | $936K |
| Sanctuary Advisors, LLC | 0.01% | Add +0.3% | 36,158 | $934K |
| Newman Dignan & Sheerar, Inc. | 0.20% | Add +0.0% | 35,854 | $926K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -8.9% | 32,990 | $852K |
| Godshalk Welsh Capital Management, Inc. | 0.48% | Add +13.9% | 32,000 | $827K |
| Spinnaker Trust | 0.05% | Add +36.0% | 31,528 | $814K |
| Valmark Advisers, Inc. | 0.01% | Add +8.0% | 29,551 | $763K |
| Cwm, LLC | 0.00% | Add +36.6% | 28,389 | $733K |
| Commonwealth Equity Services, LLC | 0.00% | Add +56.7% | 28,212 | $729K |
| TRUE Private Wealth Advisors | 0.07% | No change | 27,901 | $721K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -6.5% | 25,438 | $661K |
| Leavell Investment Management, Inc. | 0.03% | Add +5.7% | 24,725 | $639K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 24,659 | $637K |
| Stifel Financial Corp. | 0.00% | Add +14.1% | 21,796 | $563K |
| Curbstone Financial Management Corp | 0.10% | Add +37.2% | 21,200 | $548K |
| Granite Harbor Advisors, Inc. | 0.24% | No change | 21,085 | $545K |
| Smith, Moore & Co. | 0.04% | Add +13.9% | 19,725 | $509K |
| Silverlake Wealth Management LLC | 0.11% | New | 19,350 | $500K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 18,736 | $484K |
| Roof Eidam Maycock Peralta, LLC | 0.11% | No change | 17,850 | $461K |
| Members Wealth LLC | 0.25% | New | 16,354 | $425K |
| Parallel Advisors, LLC | 0.01% | Add +4.0% | 16,344 | $422K |
| Rossmore Private Capital | 0.03% | No change | 15,336 | $396K |
| Hills Bank & Trust Co | 0.02% | Add +115.8% | 14,602 | $377K |
| OneDigital Investment Advisors LLC | 0.00% | Add +4.5% | 14,321 | $370K |
| Signature Wealth Management Group | 0.14% | Add +3.4% | 14,160 | $366K |
| Paradigm, Strategies in Wealth Management, LLC | 0.25% | No change | 13,998 | $362K |
| Phillips Financial Management, LLC | 0.03% | New | 13,574 | $351K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -9.5% | 13,523 | $349K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | Add +27.9% | 13,477 | $348K |
| Woodmont Investment Counsel LLC | 0.02% | No change | 13,267 | $343K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 12,981 | $335K |
| Citadel Advisors | 0.00% | New | 12,898 | $333K |
| Balefire, LLC | 0.06% | New | 12,684 | $328K |
| Creative Planning | 0.00% | New | 12,229 | $316K |
| Schmidt P J Investment Management Inc. | 0.05% | New | 11,974 | $309K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 11,431 | $295K |
| Crews Bank & Trust | 0.04% | No change | 11,300 | $292K |
| Integrated Wealth Concepts LLC | 0.00% | New | 11,174 | $289K |
| Archford Capital Strategies, LLC | 0.03% | Add +4.9% | 10,582 | $273K |
| Foundry Financial Group, Inc. | 0.13% | Reduce -7.4% | 10,074 | $260K |
| OneAscent Financial Services LLC | 0.01% | New | 9,838 | $254K |
| JPMorgan Chase & Co. | 0.00% | New | 9,689 | $250K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,490 | $245K |
| Private Advisor Group, LLC | 0.00% | No change | 9,270 | $239K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +3.9% | 9,095 | $235K |
| WealthBridge Capital Management, LLC | 0.05% | New | 8,014 | $207K |
| 10Elms LLP | 0.12% | No change | 6,820 | $176K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 6,500 | $168K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 6,159 | $159K |
| Harbour Investments, Inc. | 0.00% | Add +236.3% | 3,373 | $87K |
| Addison Advisors LLC | 0.02% | No change | 3,180 | $82K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 2,710 | $70K |
| Osaic Holdings, Inc. | 0.00% | Add +9.3% | 2,238 | $58K |
| MidFirst Bank | 0.00% | New | 2,000 | $52K |
| Bullock Wealth Management Group | 0.03% | Add +0.4% | 1,981 | $51K |
| Barrett & Company, Inc. | 0.02% | No change | 1,784 | $46K |
| Adirondack Trust Co. | 0.01% | New | 1,335 | $34K |
| Sarver Vrooman Wealth Advisors | 0.02% | Add +4.0% | 1,259 | $33K |
| BlackRock, Inc. | 0.00% | Add +135.9% | 151 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 130 | $3K |
"% of holder's portfolio" is IBMS's weight in each manager's 13F, not the share of ISHARESIBONDDEC2030MUNIBDETF the manager owns.