IBMP Institutional Ownership
iShares iBonds Dec 2027 Term Muni Bond ETF
1W: +0.1%
1M: -0.6%
3M: -0.8%
YTD: -0.4%
1Y: -0.3%
3Y: +8.3%
5Y: +0.9%
$25.19
+0.00 (+0.00%)
Weekly Expected Move ±0.1%
$25
$25
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBMP
201
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
540M
Total Invested
17
New Positions
85
Increased
53
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (212 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 2,660,591 | $67M | +303,868 | +12.9% | 15Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1,841,644 | $46M | +94,200 | +5.4% | 18Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 1,062,105 | $27M | +20,438 | +2.0% | 29Q | SEC ↗ |
| 4 | Clearstead Advisors, LLC | 1,001,027 | $25M | +24,692 | +2.5% | 9Q | SEC ↗ |
| 5 | US BANCORP \DE | 745,224 | $19M | +51,394 | +7.4% | 25Q | SEC ↗ |
| 6 | Heartwood Wealth Advisors LLC | 697,944 | $18M | +61,364 | +9.6% | 17Q | SEC ↗ |
| 7 | LBMC INVESTMENT ADVISORS, LLC | 584,924 | $15M | +18,198 | +3.2% | 11Q | SEC ↗ |
| 8 | HighTower Advisors, LLC | 550,178 | $14M | -435,225 | -44.2% | 21Q | SEC ↗ |
| 9 | Lido Advisors, LLC | 547,234 | $14M | -13,308 | -2.4% | 14Q | SEC ↗ |
| 10 | LPL Financial LLC | 525,026 | $13M | +32,329 | +6.6% | 23Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC | 523,606 | $13M | +37,561 | +7.7% | 15Q | SEC ↗ |
| 12 | Hills Bank & Trust Co | 508,428 | $13M | +64,970 | +14.7% | 12Q | SEC ↗ |
| 13 | Kathmere Capital Management, LLC | 498,643 | $13M | +92,215 | +22.7% | 12Q | SEC ↗ |
| 14 | UBS Group AG | 413,349 | $10M | +37,568 | +10.0% | 27Q | SEC ↗ |
| 15 | MORGAN STANLEY | 390,504 | $10M | -1,765 | -0.4% | 27Q | SEC ↗ |
| 16 | Covington Investment Advisors Inc. | 378,345 | $10M | +7,855 | +2.1% | 11Q | SEC ↗ |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 309,899 | $8M | +32,024 | +11.5% | 15Q | SEC ↗ |
| 18 | Praetorian Wealth Management, Inc. | 285,165 | $7M | -4,003 | -1.4% | 25Q | SEC ↗ |
| 19 | Paradiem, LLC | 248,470 | $6M | — | +0.0% | 10Q | SEC ↗ |
| 20 | HOWLAND CAPITAL MANAGEMENT LLC | 247,525 | $6M | +4,720 | +1.9% | 11Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 206,724 | $5M | +6,844 | +3.4% | 25Q | SEC ↗ |
| 22 | Cyndeo Wealth Partners, LLC | 204,049 | $5M | +9,925 | +5.1% | 11Q | SEC ↗ |
| 23 | Integrated Wealth Concepts LLC | 201,861 | $5M | -5,244 | -2.5% | 13Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 200,570 | $5M | -506 | -0.3% | 18Q | SEC ↗ |
| 25 | Sound View Wealth Advisors Group, LLC | 198,399 | $5M | +416 | +0.2% | 22Q | SEC ↗ |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 186,296 | $5M | +15,810 | +9.3% | 15Q | SEC ↗ |
| 27 | LEAVELL INVESTMENT MANAGEMENT, INC. | 180,734 | $5M | +19,000 | +11.7% | 11Q | SEC ↗ |
| 28 | COMMONWEALTH EQUITY SERVICES, LLC | 174,701 | $4M | +4,953 | +2.9% | 16Q | SEC ↗ |
| 29 | CENTRAL TRUST Co | 157,338 | $4M | -7,565 | -4.6% | 15Q | SEC ↗ |
| 30 | RAYMOND JAMES FINANCIAL INC | 153,021 | $4M | +1,670 | +1.1% | 7Q | SEC ↗ |
| 31 | Odyssey Group, LLC NEW | 141,199 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Beacon Pointe Advisors, LLC | 138,170 | $3M | +1,229 | +0.9% | 12Q | SEC ↗ |
| 33 | STIFEL FINANCIAL CORP | 135,194 | $3M | +2,358 | +1.8% | 10Q | SEC ↗ |
| 34 | Quantum Financial Advisors, LLC | 123,842 | $3M | -20,221 | -14.0% | 10Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC | 120,344 | $3M | +759 | +0.6% | 9Q | SEC ↗ |
| 36 | ROYAL BANK OF CANADA | 118,304 | $3M | +4,206 | +3.7% | 28Q | SEC ↗ |
| 37 | ASSETMARK, INC | 117,182 | $3M | +27,669 | +30.9% | 7Q | SEC ↗ |
| 38 | COLDSTREAM CAPITAL MANAGEMENT INC | 109,890 | $3M | +976 | +0.9% | 10Q | SEC ↗ |
| 39 | NorthCoast Asset Management LLC | 107,271 | $3M | +3,021 | +2.9% | 6Q | SEC ↗ |
| 40 | SONATA CAPITAL GROUP INC | 106,489 | $3M | +2,266 | +2.2% | 3Q | SEC ↗ |
| 41 | Parkway Wealth Management Group, LLC | 101,149 | $3M | +2,638 | +2.7% | 3Q | SEC ↗ |
| 42 | TITLEIST ASSET MANAGEMENT, LLC NEW | 101,032 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 43 | Atwater Malick LLC | 99,822 | $3M | +1,776 | +1.8% | 16Q | SEC ↗ |
| 44 | POSTROCK PARTNERS LLC | 98,576 | $2M | +1,950 | +2.0% | 7Q | SEC ↗ |
| 45 | Summit Financial, LLC | 97,017 | $2M | +41,126 | +73.6% | 4Q | SEC ↗ |
| 46 | Glenview Trust Co | 95,174 | $2M | +5,025 | +5.6% | 11Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC | 88,899 | $2M | +30,422 | +52.0% | 16Q | SEC ↗ |
| 48 | Valmark Advisers, Inc. | 88,719 | $2M | +11,826 | +15.4% | 19Q | SEC ↗ |
| 49 | OSAIC HOLDINGS, INC. | 86,880 | $2M | +3,857 | +4.6% | 15Q | SEC ↗ |
| 50 | Cetera Investment Advisers | 85,265 | $2M | -621 | -0.7% | 8Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Odyssey Group, LLC | 141,199 | $4M |
| TITLEIST ASSET MANAGEMENT, LLC | 101,032 | $3M |
| Jacobi Capital Management LLC | 37,031 | $933K |
| BETO FINANCIAL GROUP, LLC | 30,886 | $778K |
| Cove Private Wealth, LLC | 22,000 | $554K |
| First Affirmative Financial Network | 19,542 | $492K |
| OneAscent Financial Services LLC | 16,921 | $426K |
| Arax Advisory Partners | 16,142 | $407K |
| Redhawk Wealth Advisors, Inc. | 11,931 | $301K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,783 | $297K |
| Heritage Family Offices, LLP | 11,136 | $281K |
| Pacific Excel Wealth Advisors, Inc. | 11,136 | $281K |
| Composition Wealth, LLC | 9,322 | $235K |
| Mesirow Financial Investment Manage | 9,130 | $230K |
| Farther Finance Advisors, LLC | 7,701 | $194K |
| Key Financial Inc | 4,975 | $125K |
| Community Financial Services Group, | 2,167 | $55K |
| Global Retirement Partners, LLC | 1,159 | $29K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Matthew Goff Investment Advisor, LL | 310,824 | $8M |
| Wick Capital Partners, LLC | 124,430 | $3M |
| JANE STREET GROUP, LLC | 91,054 | $2M |
| Wolfstich Capital, LLC | 69,073 | $2M |
| FLOW TRADERS U.S. LLC | 48,224 | $1M |
| PGIM Custom Harvest LLC | 15,545 | $392K |
| Private Advisor Group, LLC | 13,221 | $333K |
| Freestone Capital Holdings, LLC | 11,590 | $292K |
| Prime Capital Investment Advisors, | 10,284 | $259K |
| CLIENT 1ST ADVISORY GROUP, LLC | 9,960 | $251K |
| Quantinno Capital Management LP | 9,210 | $232K |
| Paradigm, Strategies in Wealth Mana | 8,814 | $222K |
| VALLEY NATIONAL ADVISERS INC | 7,024 | $177K |
| Elequin Capital, LP | 6,044 | $152K |
| Kestra Advisory Services, LLC | 2,104 | $53K |
| Plante Moran Financial Advisors, LL | 648 | $16K |
| JPMORGAN CHASE & CO | 322 | $8K |
| Root Financial Partners, LLC | 131 | $3K |
| Sound Income Strategies, LLC | 44 | $1K |
| AE Wealth Management LLC | 38 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +303,868 | +12.9% | 2,660,591 |
| MERCER GLOBAL ADVISORS INC /ADV | +94,200 | +5.4% | 1,841,644 |
| Kathmere Capital Management, LLC | +92,215 | +22.7% | 498,643 |
| Hills Bank & Trust Co | +64,970 | +14.7% | 508,428 |
| Heartwood Wealth Advisors LLC | +61,364 | +9.6% | 697,944 |
| US BANCORP \DE | +51,394 | +7.4% | 745,224 |
| Summit Financial, LLC | +41,126 | +73.6% | 97,017 |
| UBS Group AG | +37,568 | +10.0% | 413,349 |
| NewEdge Advisors, LLC | +37,561 | +7.7% | 523,606 |
| LPL Financial LLC | +32,329 | +6.6% | 525,026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +32,024 | +11.5% | 309,899 |
| AMERIPRISE FINANCIAL INC | +30,422 | +52.0% | 88,899 |
| CAPTRUST FINANCIAL ADVISORS | +28,529 | +130.0% | 50,479 |
| ASSETMARK, INC | +27,669 | +30.9% | 117,182 |
| Mariner, LLC | +27,628 | +130.2% | 48,855 |
| Clearstead Advisors, LLC | +24,692 | +2.5% | 1,001,027 |
| TRUE Private Wealth Advisors | +20,665 | +51.2% | 61,037 |
| WELLS FARGO & COMPANY/MN | +20,438 | +2.0% | 1,062,105 |
| Brookstone Capital Management | +19,821 | +43.2% | 65,737 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | +19,000 | +11.7% | 180,734 |