IBMQ Institutional Ownership
iShares iBonds Dec 2028 Term Muni Bond ETF
1W: +0.5%
1M: -1.2%
3M: -1.6%
YTD: -1.3%
1Y: -1.2%
3Y: +8.3%
5Y: -0.3%
$25.13
-0.03 (-0.10%)
Weekly Expected Move ±0.4%
$25
$25
$25
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBMQ
203
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
555M
Total Invested
21
New Positions
88
Increased
48
Reduced
7
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 | 2,545,675 | $64M | +146,064 | +6.1% | 15Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 2,063,596 | $52M | +7,742 | +0.4% | 17Q | SEC ↗ |
| 3 | Clearstead Advisors, LLC | 1,011,284 | $25M | +25,353 | +2.6% | 9Q | SEC ↗ |
| 4 | HighTower Advisors, LLC | 760,012 | $19M | -45,541 | -5.7% | 23Q | SEC ↗ |
| 5 | US BANCORP \DE | 729,690 | $18M | +6,694 | +0.9% | 25Q | SEC ↗ |
| 6 | Heartwood Wealth Advisors LLC | 617,758 | $16M | +66,869 | +12.1% | 15Q | SEC ↗ |
| 7 | LBMC INVESTMENT ADVISORS, LLC | 577,987 | $15M | +18,306 | +3.3% | 10Q | SEC ↗ |
| 8 | Lido Advisors, LLC | 550,670 | $14M | -8,351 | -1.5% | 12Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 543,687 | $14M | +13,246 | +2.5% | 29Q | SEC ↗ |
| 10 | NewEdge Advisors, LLC | 532,337 | $13M | +39,082 | +7.9% | 7Q | SEC ↗ |
| 11 | Hills Bank & Trust Co | 464,604 | $12M | +66,699 | +16.8% | 12Q | SEC ↗ |
| 12 | HENGEHOLD CAPITAL MANAGEMENT LLC | 461,878 | $12M | +58,538 | +14.5% | 15Q | SEC ↗ |
| 13 | LPL Financial LLC | 445,124 | $11M | +19,467 | +4.6% | 22Q | SEC ↗ |
| 14 | UBS Group AG | 436,913 | $11M | +40,479 | +10.2% | 27Q | SEC ↗ |
| 15 | Kathmere Capital Management, LLC | 403,121 | $10M | +96,705 | +31.6% | 12Q | SEC ↗ |
| 16 | Covington Investment Advisors Inc. | 402,305 | $10M | +15,675 | +4.1% | 7Q | SEC ↗ |
| 17 | Paradiem, LLC | 395,462 | $10M | — | +0.0% | 2Q | SEC ↗ |
| 18 | HOWLAND CAPITAL MANAGEMENT LLC | 375,297 | $9M | -38,143 | -9.2% | 11Q | SEC ↗ |
| 19 | Praetorian Wealth Management, Inc. | 302,556 | $8M | -1,356 | -0.4% | 23Q | SEC ↗ |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 301,334 | $8M | +2,654 | +0.9% | 24Q | SEC ↗ |
| 21 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 298,060 | $7M | +25,877 | +9.5% | 15Q | SEC ↗ |
| 22 | Stratos Wealth Advisors, LLC | 284,461 | $7M | +24,203 | +9.3% | 6Q | SEC ↗ |
| 23 | MORGAN STANLEY | 272,284 | $7M | +5,755 | +2.2% | 27Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 266,886 | $7M | +85,399 | +47.1% | 2Q | SEC ↗ |
| 25 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 187,694 | $5M | +17,678 | +10.4% | 11Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 184,153 | $5M | -2,813 | -1.5% | 25Q | SEC ↗ |
| 27 | Cyndeo Wealth Partners, LLC | 179,513 | $5M | +16,500 | +10.1% | 7Q | SEC ↗ |
| 28 | STIFEL FINANCIAL CORP | 175,777 | $4M | -48,549 | -21.6% | 11Q | SEC ↗ |
| 29 | Sound View Wealth Advisors Group, LLC | 164,866 | $4M | +3,942 | +2.4% | 13Q | SEC ↗ |
| 30 | CENTRAL TRUST Co | 154,066 | $4M | -7,508 | -4.6% | 28Q | SEC ↗ |
| 31 | Integrated Wealth Concepts LLC | 145,032 | $4M | -6,446 | -4.3% | 11Q | SEC ↗ |
| 32 | Beacon Pointe Advisors, LLC | 142,123 | $4M | +445 | +0.3% | 11Q | SEC ↗ |
| 33 | LEAVELL INVESTMENT MANAGEMENT, INC. | 132,560 | $3M | +4,000 | +3.1% | 9Q | SEC ↗ |
| 34 | RAYMOND JAMES FINANCIAL INC | 127,204 | $3M | +439 | +0.3% | 7Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 126,845 | $3M | +27,829 | +28.1% | 16Q | SEC ↗ |
| 36 | COLDSTREAM CAPITAL MANAGEMENT INC | 123,766 | $3M | +962 | +0.8% | 10Q | SEC ↗ |
| 37 | Quantum Financial Advisors, LLC | 123,149 | $3M | -37,180 | -23.2% | 10Q | SEC ↗ |
| 38 | Cypress Point Wealth Management, LLC | 119,536 | $3M | — | +0.0% | 11Q | SEC ↗ |
| 39 | ASSETMARK, INC | 118,317 | $3M | +23,943 | +25.4% | 9Q | SEC ↗ |
| 40 | SONATA CAPITAL GROUP INC | 104,442 | $3M | +982 | +0.9% | 3Q | SEC ↗ |
| 41 | Atwater Malick LLC | 101,618 | $3M | +1,770 | +1.8% | 5Q | SEC ↗ |
| 42 | Parkway Wealth Management Group, LLC | 100,372 | $3M | +2,632 | +2.7% | 3Q | SEC ↗ |
| 43 | TITLEIST ASSET MANAGEMENT, LLC NEW | 99,285 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Valmark Advisers, Inc. | 87,768 | $2M | +9,588 | +12.3% | 15Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 87,590 | $2M | +3,281 | +3.9% | 16Q | SEC ↗ |
| 46 | Cetera Investment Advisers | 87,419 | $2M | -937 | -1.1% | 7Q | SEC ↗ |
| 47 | Summit Financial, LLC | 86,695 | $2M | +49,051 | +130.3% | 4Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC NEW | 82,605 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | SPINNAKER TRUST | 80,729 | $2M | +5,869 | +7.8% | 10Q | SEC ↗ |
| 50 | Sanctuary Advisors, LLC | 78,570 | $2M | +364 | +0.5% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| TITLEIST ASSET MANAGEMENT, LLC | 99,285 | $2M |
| MML INVESTORS SERVICES, LLC | 82,605 | $2M |
| EP Wealth Advisors, LLC | 37,858 | $951K |
| Jacobi Capital Management LLC | 36,927 | $928K |
| GOLDMAN SACHS GROUP INC | 29,796 | $749K |
| Cove Private Wealth, LLC | 22,000 | $553K |
| OneAscent Financial Services LLC | 21,962 | $552K |
| BETO FINANCIAL GROUP, LLC | 21,916 | $551K |
| Carnegie Investment Counsel | 20,100 | $505K |
| First Affirmative Financial Network | 16,103 | $405K |
| Heritage Family Offices, LLP | 11,073 | $278K |
| Pacific Excel Wealth Advisors, Inc. | 11,073 | $278K |
| Arax Advisory Partners | 8,886 | $223K |
| Meridian Wealth Management, LLC | 8,687 | $218K |
| Composition Wealth, LLC | 8,271 | $208K |
| Wealthspire Advisors, LLC | 7,819 | $196K |
| Elequin Capital, LP | 7,228 | $182K |
| Key Financial Inc | 5,200 | $131K |
| Community Financial Services Group, | 2,939 | $74K |
| Global Retirement Partners, LLC | 2,748 | $69K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Matthew Goff Investment Advisor, LL | 134,643 | $3M |
| FLOW TRADERS U.S. LLC | 104,648 | $3M |
| Wolfstich Capital, LLC | 36,753 | $924K |
| O'Domhnaill Enterprises, Inc. | 26,156 | $657K |
| CLIENT 1ST ADVISORY GROUP, LLC | 19,920 | $501K |
| Private Advisor Group, LLC | 15,612 | $392K |
| Freestone Capital Holdings, LLC | 11,495 | $289K |
| VALLEY NATIONAL ADVISERS INC | 4,000 | $101K |
| Plante Moran Financial Advisors, LL | 649 | $16K |
| Root Financial Partners, LLC | 131 | $3K |
| Sound Income Strategies, LLC | 43 | $1K |
| AE Wealth Management LLC | 38 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +146,064 | +6.1% | 2,545,675 |
| Kathmere Capital Management, LLC | +96,705 | +31.6% | 403,121 |
| ENVESTNET ASSET MANAGEMENT INC | +85,399 | +47.1% | 266,886 |
| Heartwood Wealth Advisors LLC | +66,869 | +12.1% | 617,758 |
| Hills Bank & Trust Co | +66,699 | +16.8% | 464,604 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | +58,538 | +14.5% | 461,878 |
| Summit Financial, LLC | +49,051 | +130.3% | 86,695 |
| UBS Group AG | +40,479 | +10.2% | 436,913 |
| NewEdge Advisors, LLC | +39,082 | +7.9% | 532,337 |
| AMERIPRISE FINANCIAL INC | +27,829 | +28.1% | 126,845 |
| CAPTRUST FINANCIAL ADVISORS | +26,857 | +115.9% | 50,029 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +25,877 | +9.5% | 298,060 |
| Clearstead Advisors, LLC | +25,353 | +2.6% | 1,011,284 |
| TRUE Private Wealth Advisors | +24,698 | +78.9% | 56,019 |
| Stratos Wealth Advisors, LLC | +24,203 | +9.3% | 284,461 |
| ASSETMARK, INC | +23,943 | +25.4% | 118,317 |
| Brookstone Capital Management | +19,705 | +51.8% | 57,736 |
| LPL Financial LLC | +19,467 | +4.6% | 445,124 |
| LBMC INVESTMENT ADVISORS, LLC | +18,306 | +3.3% | 577,987 |
| MEMBERS WEALTH LLC | +17,915 | +115.8% | 33,385 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JPMORGAN CHASE & CO | -72,969 | -79.4% | 18,903 |
| STIFEL FINANCIAL CORP | -48,549 | -21.6% | 175,777 |
| HighTower Advisors, LLC | -45,541 | -5.7% | 760,012 |
| HOWLAND CAPITAL MANAGEMENT LLC | -38,143 | -9.2% | 375,297 |
| Quantum Financial Advisors, LLC | -37,180 | -23.2% | 123,149 |
| PSI Advisors, LLC | -36,800 | -46.5% | 42,300 |
| CONFLUENCE INVESTMENT MANAGEMENT LL | -34,499 | -34.8% | 64,602 |
| BENJAMIN EDWARDS INC | -31,055 | -30.3% | 71,357 |
| Avail Investment Partners, LLC | -30,809 | -68.5% | 14,156 |
| Investment Research Partners LLC | -30,809 | -68.5% | 14,156 |
| Aspen Wealth Management LLC | -13,419 | -29.9% | 31,435 |
| WOODMONT INVESTMENT COUNSEL LLC | -12,787 | -18.6% | 55,832 |
| Focus Partners Wealth | -11,980 | -16.0% | 63,025 |
| CITADEL ADVISORS LLC | -11,061 | -48.1% | 11,918 |
| Modern Wealth Management, LLC | -9,840 | -29.6% | 23,394 |
| Kestra Advisory Services, LLC | -8,967 | -31.9% | 19,153 |
| Lido Advisors, LLC | -8,351 | -1.5% | 550,670 |
| CENTRAL TRUST Co | -7,508 | -4.6% | 154,066 |
| Creative Planning | -6,585 | -21.4% | 24,229 |
| Integrated Wealth Concepts LLC | -6,446 | -4.3% | 145,032 |