iShares Ibonds Dec 2031 MuniIBMTETF
13F holders, Q2 2026 (June 30)73holders +13
15new positions
2sold out
$25.80avg. 13F price*
At the end of Q2 2026, 73 institutions reported holding iShares Ibonds Dec 2031 Muni (IBMT) in their 13F filings, up 13 from Q1 2026. 15 opened new positions and 2 sold out. The largest holders were HighTower Advisors, LLC ($16.7M), Mercer Global Advisors Inc. ($12.3M) and US Bancorp \de ($5.8M).
- Company
- iShares Ibonds Dec 2031 Muni
- CUSIP
- 46438G356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.8M |
| Exits | 2 | $2.4M |
All 13F filers, Q1 2026 → Q2 2026: 1,210,660 shares bought and 199,310 shares sold, net +1,011,350 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| HighTower Advisors, LLC | 0.02% | Add +133.1% | 647,902 | $16.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +40.0% | 478,497 | $12.3M |
| US Bancorp \de | 0.01% | Add +24.9% | 224,997 | $5.8M |
| Bank of America Corp. | 0.00% | Add +40.7% | 157,299 | $4.1M |
| Praetorian Wealth Management, Inc. | 0.63% | Add +8.9% | 141,610 | $3.7M |
| LBMC Investment Advisors, LLC | 0.19% | Add +4.8% | 132,100 | $3.4M |
| Hills Bank & Trust Co | 0.12% | Add +150.0% | 112,191 | $2.9M |
| Quantum Financial Advisors, LLC | 0.26% | Reduce -26.3% | 103,665 | $2.7M |
| Focus Partners Wealth | 0.00% | New | 100,855 | $2.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +14.4% | 97,400 | $2.5M |
| Assetmark, Inc. | 0.00% | New | 82,698 | $2.1M |
| Ellis Investment Partners, LLC | 0.28% | Add +0.0% | 71,293 | $1.8M |
| Royal Bank of Canada | 0.00% | No change | 57,275 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 46,544 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +54.6% | 45,977 | $1.2M |
| NewEdge Advisors, LLC | 0.00% | Add +4.5% | 40,334 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -5.5% | 40,081 | $1.0M |
| GC Wealth Management RIA, LLC | 0.06% | Add +27.8% | 39,362 | $1.0M |
| CENTRAL TRUST Co | 0.02% | Add +11.1% | 38,207 | $986K |
| Spinnaker Trust | 0.05% | Add +35.9% | 36,631 | $945K |
| Jacobi Capital Management LLC | 0.05% | New | 36,618 | $945K |
| Curbstone Financial Management Corp | 0.16% | Add +58.5% | 36,450 | $940K |
| Atlantic Union Bankshares Corp | 0.02% | Add +2.8% | 36,223 | $935K |
| UBS Group AG | 0.00% | Add +1191.4% | 32,723 | $844K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +129.0% | 32,081 | $828K |
| Valmark Advisers, Inc. | 0.01% | Add +5.8% | 31,144 | $804K |
| Goldman Sachs Group Inc. | 0.00% | New | 30,656 | $791K |
| Leavell Investment Management, Inc. | 0.03% | Add +12.8% | 27,530 | $710K |
| IFP Advisors, Inc | 0.01% | Add +67.6% | 24,958 | $644K |
| LPL Financial LLC | 0.00% | Add +66.5% | 24,649 | $636K |
| Droms Strauss Advisors Inc. /Mo/ | 0.14% | Add +47.2% | 24,350 | $628K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.5% | 23,789 | $614K |
| Stifel Financial Corp. | 0.00% | Add +5.8% | 22,637 | $584K |
| Godshalk Welsh Capital Management, Inc. | 0.29% | Add +23.5% | 21,000 | $542K |
| Rossmore Private Capital | 0.04% | Add +99.5% | 20,454 | $528K |
| Paradigm, Strategies in Wealth Management, LLC | 0.31% | Add +50.1% | 19,906 | $514K |
| Aspen Wealth Management LLC | 0.09% | Reduce -54.5% | 19,473 | $502K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Add +0.1% | 19,005 | $490K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +29.5% | 17,191 | $444K |
| Raymond James Financial Inc. | 0.00% | Add +2.4% | 17,066 | $440K |
| Parallel Advisors, LLC | 0.01% | No change | 15,600 | $402K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 14,630 | $377K |
| Howland Capital Management LLC | 0.01% | Add +46.5% | 14,360 | $370K |
| Balefire, LLC | 0.05% | New | 12,997 | $335K |
| IFG Advisory, LLC | 0.01% | New | 11,869 | $306K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 11,591 | $299K |
| Pacific Excel Wealth Advisors, Inc. | 0.11% | New | 10,923 | $282K |
| Heritage Family Offices, LLP | 0.11% | New | 10,923 | $282K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 10,840 | $280K |
| Sterling Investment Advisors, Ltd. | 0.05% | New | 10,775 | $278K |
| Members Wealth LLC | 0.14% | New | 9,867 | $255K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.4% | 9,807 | $253K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | Reduce -1.7% | 8,995 | $232K |
| Archford Capital Strategies, LLC | 0.02% | New | 8,542 | $220K |
| Cetera Investment Advisers | 0.00% | Reduce -83.1% | 8,303 | $214K |
| Carnegie Investment Counsel | 0.00% | New | 8,000 | $206K |
| Morgan Stanley | 0.00% | Add +15.4% | 7,284 | $188K |
| Addison Advisors LLC | 0.06% | Add +58.2% | 5,070 | $131K |
| Crews Bank & Trust | 0.01% | No change | 4,250 | $110K |
| Princeton Global Asset Management LLC | 0.01% | New | 3,880 | $100K |
| 10Elms LLP | 0.04% | Add +3400.0% | 3,500 | $90K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 3,421 | $88K |
| Global Retirement Partners, LLC | 0.00% | — | 3,169 | $82K |
| MidFirst Bank | 0.01% | Add +207.0% | 3,070 | $79K |
| Bullock Wealth Management Group | 0.02% | Add +0.6% | 2,016 | $52K |
| JPMorgan Chase & Co. | 0.00% | Add +481.2% | 1,825 | $47K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,600 | $41K |
| Sarver Vrooman Wealth Advisors | 0.02% | Add +24.9% | 1,576 | $41K |
| Adirondack Trust Co. | 0.01% | No change | 1,354 | $35K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 708 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 472 | $12K |
| BlackRock, Inc. | 0.00% | No change | 65 | $2K |
"% of holder's portfolio" is IBMT's weight in each manager's 13F, not the share of iShares Ibonds Dec 2031 Muni the manager owns.