iShares Ibonds Dec 2031 MuniIBMTETF
13F holders, Q4 2025 (December 31)51holders +27
28new positions
1sold out
$25.95avg. 13F price*
At the end of Q4 2025, 51 institutions reported holding iShares Ibonds Dec 2031 Muni (IBMT) in their 13F filings, up 27 from Q3 2025. 28 opened new positions and 1 sold out. The largest holders were Mercer Global Advisors Inc. ($22.1M), LBMC Investment Advisors, LLC ($2.6M) and Coldstream Capital Management Inc. ($1.9M).
- Company
- iShares Ibonds Dec 2031 Muni
- CUSIP
- 46438G356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $39.4M |
| Exits | 1 | $2K |
All 13F filers, Q3 2025 → Q4 2025: 1,706,979 shares bought and 29,120 shares sold, net +1,677,859 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Mercer Global Advisors Inc. | 0.03% | New | 853,396 | $22.1M |
| LBMC Investment Advisors, LLC | 0.16% | Add +528.3% | 98,270 | $2.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +631.9% | 74,465 | $1.9M |
| Ellis Investment Partners, LLC | 0.31% | New | 68,872 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -22.6% | 60,286 | $1.6M |
| US Bancorp \de | 0.00% | New | 59,403 | $1.5M |
| Royal Bank of Canada | 0.00% | New | 57,275 | $1.5M |
| Bank of America Corp. | 0.00% | New | 54,126 | $1.4M |
| Praetorian Wealth Management, Inc. | 0.25% | New | 47,639 | $1.2M |
| Elequin Capital, LP | 0.18% | New | 45,439 | $1.2M |
| Aspen Wealth Management LLC | 0.23% | Add +22.7% | 42,773 | $1.1M |
| Quantum Financial Advisors, LLC | 0.12% | Add +2.0% | 42,513 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | New | 38,610 | $1.0M |
| HighTower Advisors, LLC | 0.00% | New | 38,200 | $991K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +10.8% | 32,417 | $841K |
| Atlantic Union Bankshares Corp | 0.02% | Add +52.7% | 31,241 | $811K |
| Valmark Advisers, Inc. | 0.01% | New | 27,456 | $712K |
| Hills Bank & Trust Co | 0.04% | Add +125.2% | 24,820 | $644K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -19.6% | 23,785 | $617K |
| Sanctuary Advisors, LLC | 0.00% | New | 23,611 | $613K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -20.5% | 21,910 | $569K |
| Cwm, LLC | 0.00% | New | 20,850 | $541K |
| Stifel Financial Corp. | 0.00% | New | 18,649 | $484K |
| Kestra Advisory Services, LLC | 0.00% | New | 18,447 | $479K |
| Raymond James Financial Inc. | 0.00% | Add +1.0% | 16,116 | $418K |
| Commonwealth Equity Services, LLC | 0.00% | New | 15,675 | $407K |
| Parallel Advisors, LLC | 0.01% | New | 15,600 | $405K |
| Newman Dignan & Sheerar, Inc. | 0.08% | New | 15,148 | $393K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | New | 13,748 | $357K |
| Spinnaker Trust | 0.02% | New | 13,558 | $352K |
| CENTRAL TRUST Co | 0.01% | New | 12,949 | $336K |
| Capital Investment Advisors, LLC | 0.00% | New | 12,241 | $318K |
| IFP Advisors, Inc | 0.01% | Add +68.6% | 11,678 | $303K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 11,591 | $301K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | New | 10,000 | $260K |
| Sigma Investment Counselors Inc. | 0.01% | New | 9,840 | $255K |
| Howland Capital Management LLC | 0.01% | New | 9,000 | $234K |
| Morgan Stanley | 0.00% | New | 5,949 | $154K |
| Rossmore Private Capital | 0.01% | No change | 4,537 | $118K |
| Crews Bank & Trust | 0.02% | No change | 4,250 | $110K |
| Addison Advisors LLC | 0.02% | No change | 3,205 | $83K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,956 | $77K |
| Bullock Wealth Management Group | 0.03% | — | 1,996 | $52K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,600 | $42K |
| Adirondack Trust Co. | 0.01% | New | 1,354 | $35K |
| Sarver Vrooman Wealth Advisors | 0.02% | No change | 1,220 | $32K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 1,015 | $26K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| 10Elms LLP | 0.00% | No change | 100 | $3K |
| BlackRock, Inc. | 0.00% | No change | 65 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 8 | $209 |
"% 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.