iShares Ibonds Dec 2031 MuniIBMTETF
13F holders, Q3 2025 (September 30)24holders +14
14new positions
0sold out
$25.89avg. 13F price*
At the end of Q3 2025, 24 institutions reported holding iShares Ibonds Dec 2031 Muni (IBMT) in their 13F filings, up 14 from Q2 2025. 14 opened new positions and 0 sold out. The largest holders were Vishria Bird Financial Group, LLC ($10.6M), Jane Street Group, LLC ($2.0M) and Quantum Financial Advisors, LLC ($1.1M).
- Company
- iShares Ibonds Dec 2031 Muni
- CUSIP
- 46438G356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $14.6M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 659,430 shares bought, net +659,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Vishria Bird Financial Group, LLC | 2.07% | New | 408,263 | $10.6M |
| Jane Street Group, LLC | 0.00% | Add +207.8% | 77,880 | $2.0M |
| Quantum Financial Advisors, LLC | 0.13% | New | 41,662 | $1.1M |
| Aspen Wealth Management LLC | 0.20% | New | 34,865 | $902K |
| Leavell Investment Management, Inc. | 0.03% | Add +65.3% | 29,575 | $766K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 29,249 | $757K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +28.6% | 27,561 | $713K |
| Atlantic Union Bankshares Corp | 0.01% | Add +346.5% | 20,459 | $530K |
| Raymond James Financial Inc. | 0.00% | No change | 15,961 | $413K |
| LBMC Investment Advisors, LLC | 0.03% | New | 15,640 | $405K |
| Hills Bank & Trust Co | 0.02% | New | 11,021 | $285K |
| Coldstream Capital Management Inc. | 0.00% | New | 10,174 | $263K |
| IFP Advisors, Inc | 0.00% | Add +603.0% | 6,925 | $179K |
| Rossmore Private Capital | 0.01% | New | 4,537 | $117K |
| Crews Bank & Trust | 0.02% | New | 4,250 | $110K |
| Addison Advisors LLC | 0.02% | Add +218.9% | 3,205 | $83K |
| Global Retirement Partners, LLC | 0.00% | New | 2,956 | $77K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,600 | $41K |
| Sarver Vrooman Wealth Advisors | 0.02% | New | 1,220 | $32K |
| Harbour Investments, Inc. | 0.00% | New | 1,007 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| 10Elms LLP | 0.00% | New | 100 | $3K |
| UBS Group AG | 0.00% | New | 85 | $2K |
| 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.