IBMO Institutional Ownership
iShares iBonds Dec 2026 Term Muni Bond ETF
1W: +0.0%
1M: -0.1%
3M: -0.1%
YTD: +0.2%
1Y: +0.6%
3Y: +8.6%
5Y: +2.0%
$25.58
-0.01 (-0.04%)
Weekly Expected Move ±0.2%
$25
$26
$26
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBMO
203
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
471M
Total Invested
14
New Positions
56
Increased
82
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (219 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 2,056,461 | 53M | +68,879 | +3.5% | 15Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1,695,538 | 43M | +117,543 | +7.4% | 22Q | SEC ↗ |
| 3 | Rossmore Private Capital | 1,443,221 | 37M | -66 | -0.0% | 6Q | SEC ↗ |
| 4 | NewEdge Advisors, LLC | 732,003 | 19M | +32,488 | +4.6% | 16Q | SEC ↗ |
| 5 | US BANCORP \DE | 652,820 | 17M | +8,958 | +1.4% | 25Q | SEC ↗ |
| 6 | Lido Advisors, LLC | 555,766 | 14M | -12,971 | -2.3% | 14Q | SEC ↗ |
| 7 | Kathmere Capital Management, LLC | 553,898 | 14M | +94,407 | +20.5% | 12Q | SEC ↗ |
| 8 | LBMC INVESTMENT ADVISORS, LLC | 520,304 | 13M | -4,839 | -0.9% | 16Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 461,392 | 12M | -2,238 | -0.5% | 29Q | SEC ↗ |
| 10 | LPL Financial LLC | 386,854 | 10M | -17,463 | -4.3% | 23Q | SEC ↗ |
| 11 | Hills Bank & Trust Co | 378,134 | 10M | -12,049 | -3.1% | 12Q | SEC ↗ |
| 12 | MORGAN STANLEY | 367,257 | 9M | +35,255 | +10.6% | 27Q | SEC ↗ |
| 13 | Integrated Wealth Concepts LLC | 331,427 | 8M | -35,068 | -9.6% | 15Q | SEC ↗ |
| 14 | Covington Investment Advisors Inc. | 324,415 | 8M | +480 | +0.1% | 14Q | SEC ↗ |
| 15 | UBS Group AG | 312,081 | 8M | -69,227 | -18.2% | 27Q | SEC ↗ |
| 16 | Paradiem, LLC | 294,149 | 8M | — | +0.0% | 10Q | SEC ↗ |
| 17 | LEAVELL INVESTMENT MANAGEMENT, INC. | 273,821 | 7M | +18,000 | +7.0% | 17Q | SEC ↗ |
| 18 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 269,719 | 7M | +38,077 | +16.4% | 15Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 246,532 | 6M | -21,617 | -8.1% | 22Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 244,402 | 6M | -8,668 | -3.4% | 25Q | SEC ↗ |
| 21 | CENTRAL TRUST Co | 215,592 | 6M | +9,446 | +4.6% | 29Q | SEC ↗ |
| 22 | Sound View Wealth Advisors Group, LLC | 214,675 | 5M | -12,967 | -5.7% | 22Q | SEC ↗ |
| 23 | Cyndeo Wealth Partners, LLC | 201,206 | 5M | +11,497 | +6.1% | 15Q | SEC ↗ |
| 24 | Praetorian Wealth Management, Inc. | 198,055 | 5M | -16,557 | -7.7% | 25Q | SEC ↗ |
| 25 | ENVESTNET ASSET MANAGEMENT INC | 192,529 | 5M | +10,356 | +5.7% | 2Q | SEC ↗ |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 182,111 | 5M | +14,820 | +8.9% | 19Q | SEC ↗ |
| 27 | RAYMOND JAMES FINANCIAL INC | 175,525 | 4M | -2,722 | -1.5% | 7Q | SEC ↗ |
| 28 | HOWLAND CAPITAL MANAGEMENT LLC | 174,672 | 4M | -9,504 | -5.2% | 15Q | SEC ↗ |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 149,069 | 4M | -5,721 | -3.7% | 23Q | SEC ↗ |
| 30 | Beacon Pointe Advisors, LLC | 135,041 | 3M | -5,411 | -3.9% | 26Q | SEC ↗ |
| 31 | COLDSTREAM CAPITAL MANAGEMENT INC | 127,207 | 3M | -671 | -0.5% | 13Q | SEC ↗ |
| 32 | NorthCoast Asset Management LLC | 106,153 | 3M | +2,978 | +2.9% | 6Q | SEC ↗ |
| 33 | Sanctuary Advisors, LLC | 105,460 | 3M | +499 | +0.5% | 9Q | SEC ↗ |
| 34 | Quantum Financial Advisors, LLC | 103,716 | 3M | -29,394 | -22.1% | 10Q | SEC ↗ |
| 35 | Parkway Wealth Management Group, LLC | 98,369 | 3M | +2,268 | +2.4% | 3Q | SEC ↗ |
| 36 | MOSELEY INVESTMENT MANAGEMENT INC | 96,858 | 2M | +14,000 | +16.9% | 7Q | SEC ↗ |
| 37 | SONATA CAPITAL GROUP INC | 95,677 | 2M | — | +0.0% | 3Q | SEC ↗ |
| 38 | Cetera Investment Advisers | 95,226 | 2M | -3,676 | -3.7% | 15Q | SEC ↗ |
| 39 | Valmark Advisers, Inc. | 91,901 | 2M | +10,548 | +13.0% | 23Q | SEC ↗ |
| 40 | Atwater Malick LLC | 90,163 | 2M | — | +0.0% | 16Q | SEC ↗ |
| 41 | CWM, LLC | 87,020 | 2M | +7,790 | +9.8% | 16Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 76,943 | 2M | +924 | +1.2% | 10Q | SEC ↗ |
| 43 | IHT Wealth Management, LLC | 76,419 | 2M | +451 | +0.6% | 7Q | SEC ↗ |
| 44 | RIA Advisory Group LLC | 75,215 | 2M | +15,887 | +26.8% | 8Q | SEC ↗ |
| 45 | BLUE SQUARE ASSET MANAGEMENT, LLC | 74,014 | 2M | -490 | -0.7% | 17Q | SEC ↗ |
| 46 | New England Private Wealth Advisors LL | 73,391 | 2M | +34 | +0.0% | 11Q | SEC ↗ |
| 47 | Kastel Capital Advisors, LLC | 71,546 | 2M | -4,285 | -5.7% | 3Q | SEC ↗ |
| 48 | Granite Harbor Advisors, Inc. | 67,346 | 2M | — | +0.0% | 15Q | SEC ↗ |
| 49 | Scissortail Wealth Management, LLC | 64,989 | 2M | +11,563 | +21.6% | 11Q | SEC ↗ |
| 50 | REGIONS FINANCIAL CORP | 62,745 | 2M | +19,178 | +44.0% | 27Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | 49,972 | 1M |
| Jacobi Capital Management LLC | 36,400 | 931K |
| Cove Private Wealth, LLC | 29,000 | 742K |
| First Affirmative Financial Network | 19,828 | 507K |
| BIP Wealth, LLC | 17,615 | 451K |
| Arax Advisory Partners | 16,894 | 432K |
| OneAscent Financial Services LLC | 15,810 | 404K |
| Redhawk Wealth Advisors, Inc. | 15,801 | 404K |
| WEDBUSH SECURITIES INC | 13,655 | 349K |
| Compound Planning, Inc. | 11,550 | 295K |
| Heritage Family Offices, LLP | 10,880 | 278K |
| Pacific Excel Wealth Advisors, Inc. | 10,880 | 278K |
| Diversify Advisory Services, LLC | 8,322 | 213K |
| Physician Wealth Advisors, Inc. | 5,000 | 128K |
| Key Financial Inc | 3,794 | 97K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Wick Capital Partners, LLC | 104,047 | 3M |
| Wolfstich Capital, LLC | 83,383 | 2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 36,177 | 925K |
| JPMORGAN CHASE & CO | 32,253 | 825K |
| Investment Research Partners LLC | 30,257 | 774K |
| Avail Investment Partners, LLC | 30,257 | 774K |
| FLOW TRADERS U.S. LLC | 28,133 | 720K |
| MEMBERS WEALTH LLC | 22,399 | 573K |
| Mills Wealth Advisors LLC | 21,029 | 538K |
| TWO SIGMA SECURITIES, LLC | 14,814 | 379K |
| SHUFRO ROSE & CO LLC | 13,601 | 348K |
| Balefire, LLC | 12,748 | 326K |
| Belpointe Asset Management LLC | 12,742 | 326K |
| ALTERNA WEALTH MANAGEMENT, INC | 11,594 | 297K |
| Krilogy Financial LLC | 11,120 | 284K |
| Downshift Financial, LLC | 11,032 | 282K |
| NOVEM GROUP | 10,963 | 280K |
| Commonwealth Financial Services, LL | 10,426 | 267K |
| Klingman & Associates, LLC | 9,349 | 239K |
| TRUIST FINANCIAL CORP | 9,017 | 231K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| PSI Advisors, LLC | -83,474 | -63.3% | 48,374 |
| UBS Group AG | -69,227 | -18.2% | 312,081 |
| ASSETMARK, INC | -62,403 | -60.2% | 41,188 |
| Integrated Wealth Concepts LLC | -35,068 | -9.6% | 331,427 |
| Quantum Financial Advisors, LLC | -29,394 | -22.1% | 103,716 |
| JANE STREET GROUP, LLC | -27,132 | -37.0% | 46,282 |
| AMERIPRISE FINANCIAL INC | -26,322 | -29.9% | 61,672 |
| Focus Partners Wealth | -22,714 | -31.5% | 49,352 |
| HighTower Advisors, LLC | -21,617 | -8.1% | 246,532 |
| LPL Financial LLC | -17,463 | -4.3% | 386,854 |
| Praetorian Wealth Management, Inc. | -16,557 | -7.7% | 198,055 |
| Aspen Wealth Management LLC | -13,451 | -27.9% | 34,731 |
| Lido Advisors, LLC | -12,971 | -2.3% | 555,766 |
| Sound View Wealth Advisors Group, L | -12,967 | -5.7% | 214,675 |
| Hills Bank & Trust Co | -12,049 | -3.1% | 378,134 |
| Newman Dignan & Sheerar, Inc. | -11,967 | -50.9% | 11,544 |
| Modern Wealth Management, LLC | -10,655 | -28.1% | 27,199 |
| Atlantic Union Bankshares Corp | -10,262 | -25.4% | 30,099 |
| HOWLAND CAPITAL MANAGEMENT LLC | -9,504 | -5.2% | 174,672 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -8,668 | -3.4% | 244,402 |