iShares Ibonds Dec 2031 MuniIBMTETF
13F holders, Q1 2026 (March 31)60holders +9
13new positions
3sold out
$25.67avg. 13F price*
At the end of Q1 2026, 60 institutions reported holding iShares Ibonds Dec 2031 Muni (IBMT) in their 13F filings, up 9 from Q4 2025. 13 opened new positions and 3 sold out. The largest holders were Mercer Global Advisors Inc. ($8.8M), HighTower Advisors, LLC ($7.1M) and US Bancorp \de ($4.6M).
- Company
- iShares Ibonds Dec 2031 Muni
- CUSIP
- 46438G356
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.0M |
| Exits | 3 | $1.7M |
All 13F filers, Q4 2025 → Q1 2026: 1,012,088 shares bought and 580,895 shares sold, net +431,193 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 60 holders
| Mercer Global Advisors Inc. | 0.01% | Reduce -59.9% | 341,837 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +627.7% | 277,974 | $7.1M |
| US Bancorp \de | 0.01% | Add +203.2% | 180,097 | $4.6M |
| Quantum Financial Advisors, LLC | 0.41% | Add +231.0% | 140,726 | $3.6M |
| Praetorian Wealth Management, Inc. | 0.64% | Add +173.0% | 130,036 | $3.4M |
| LBMC Investment Advisors, LLC | 0.20% | Add +28.3% | 126,036 | $3.2M |
| Bank of America Corp. | 0.00% | Add +106.6% | 111,801 | $2.9M |
| Coldstream Capital Management Inc. | 0.03% | Add +14.4% | 85,168 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +35.8% | 81,893 | $2.1M |
| Ellis Investment Partners, LLC | 0.32% | Add +3.5% | 71,275 | $1.8M |
| Royal Bank of Canada | 0.00% | No change | 57,275 | $1.5M |
| Cetera Investment Advisers | 0.00% | New | 49,152 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +195.7% | 46,357 | $1.2M |
| Hills Bank & Trust Co | 0.06% | Add +80.8% | 44,883 | $1.2M |
| Aspen Wealth Management LLC | 0.22% | No change | 42,773 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +30.8% | 42,402 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | No change | 38,610 | $991K |
| Atlantic Union Bankshares Corp | 0.02% | Add +12.8% | 35,234 | $904K |
| CENTRAL TRUST Co | 0.02% | Add +165.7% | 34,403 | $883K |
| GC Wealth Management RIA, LLC | 0.03% | New | 30,812 | $791K |
| Kestra Advisory Services, LLC | 0.00% | Add +61.3% | 29,745 | $763K |
| Valmark Advisers, Inc. | 0.01% | Add +7.2% | 29,431 | $755K |
| Cwm, LLC | 0.00% | Add +36.7% | 28,505 | $732K |
| Spinnaker Trust | 0.04% | Add +98.9% | 26,963 | $692K |
| Leavell Investment Management, Inc. | 0.03% | Add +2.6% | 24,395 | $626K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.3% | 23,680 | $608K |
| Curbstone Financial Management Corp | 0.11% | New | 23,000 | $590K |
| Stifel Financial Corp. | 0.00% | Add +14.7% | 21,396 | $549K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Add +25.3% | 18,982 | $487K |
| Godshalk Welsh Capital Management, Inc. | 0.25% | Add +70.0% | 17,000 | $436K |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 16,666 | $428K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | Add +20.4% | 16,546 | $425K |
| Parallel Advisors, LLC | 0.01% | No change | 15,600 | $400K |
| IFP Advisors, Inc | 0.01% | Add +27.5% | 14,888 | $382K |
| LPL Financial LLC | 0.00% | New | 14,803 | $380K |
| Sigma Investment Counselors Inc. | 0.02% | Add +48.7% | 14,630 | $376K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 14,008 | $360K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 13,272 | $341K |
| Paradigm, Strategies in Wealth Management, LLC | 0.23% | New | 13,264 | $340K |
| HRT Financial LP | 0.00% | New | 13,276 | $340K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 11,591 | $298K |
| Schmidt P J Investment Management Inc. | 0.05% | New | 10,840 | $278K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -16.2% | 10,262 | $263K |
| Rossmore Private Capital | 0.02% | Add +126.0% | 10,252 | $263K |
| Howland Capital Management LLC | 0.01% | Add +8.9% | 9,800 | $252K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 9,150 | $235K |
| Morgan Stanley | 0.00% | Add +6.1% | 6,312 | $162K |
| Crews Bank & Trust | 0.02% | No change | 4,250 | $109K |
| Harbour Investments, Inc. | 0.00% | Add +235.0% | 3,400 | $87K |
| Addison Advisors LLC | 0.02% | No change | 3,205 | $82K |
| UBS Group AG | 0.00% | New | 2,534 | $65K |
| Bullock Wealth Management Group | 0.03% | Add +0.4% | 2,004 | $51K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,600 | $41K |
| Adirondack Trust Co. | 0.01% | No change | 1,354 | $35K |
| Sarver Vrooman Wealth Advisors | 0.02% | Add +3.4% | 1,262 | $32K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| MidFirst Bank | 0.00% | New | 1,000 | $26K |
| JPMorgan Chase & Co. | 0.00% | New | 314 | $8K |
| 10Elms LLP | 0.00% | No change | 100 | $3K |
| 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.