IBMR Institutional Ownership
iShares iBonds Dec 2029 Term Muni Bond ETF
1W: +0.4%
1M: -1.7%
3M: -2.4%
YTD: -2.3%
1Y: -2.2%
3Y: +9.5%
$24.77
+0.00 (+0.00%)
Weekly Expected Move ±0.5%
$25
$25
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBMR
153
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
381M
Total Invested
27
New Positions
65
Increased
38
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (163 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 1,740,491 | $43M | +20,393 | +1.2% | 7Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 1,706,589 | $42M | +169,027 | +11.0% | 11Q | SEC ↗ |
| 3 | Clearstead Advisors, LLC | 1,006,875 | $25M | +27,005 | +2.8% | 9Q | SEC ↗ |
| 4 | HighTower Advisors, LLC | 736,560 | $18M | +3,615 | +0.5% | 9Q | SEC ↗ |
| 5 | LBMC INVESTMENT ADVISORS, LLC | 520,275 | $13M | +32,781 | +6.7% | 7Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 438,879 | $11M | +17,531 | +4.2% | 9Q | SEC ↗ |
| 7 | US BANCORP \DE | 423,777 | $10M | +40,141 | +10.5% | 7Q | SEC ↗ |
| 8 | Paradiem, LLC | 396,376 | $10M | — | +0.0% | 2Q | SEC ↗ |
| 9 | Kathmere Capital Management, LLC | 347,332 | $9M | +74,498 | +27.3% | 8Q | SEC ↗ |
| 10 | Lido Advisors, LLC | 338,574 | $8M | -8,765 | -2.5% | 7Q | SEC ↗ |
| 11 | Covington Investment Advisors Inc. | 319,610 | $8M | +34,200 | +12.0% | 3Q | SEC ↗ |
| 12 | LPL Financial LLC | 281,078 | $7M | +33,854 | +13.7% | 10Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 266,224 | $7M | +10,820 | +4.2% | 7Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 262,751 | $7M | +85,760 | +48.5% | 2Q | SEC ↗ |
| 15 | Praetorian Wealth Management, Inc. | 253,195 | $6M | +4,388 | +1.8% | 11Q | SEC ↗ |
| 16 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 250,503 | $6M | +29,749 | +13.5% | 7Q | SEC ↗ |
| 17 | UBS Group AG | 233,264 | $6M | +9,136 | +4.1% | 11Q | SEC ↗ |
| 18 | MORGAN STANLEY | 197,333 | $5M | +14,707 | +8.1% | 7Q | SEC ↗ |
| 19 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 185,667 | $5M | +17,617 | +10.5% | 7Q | SEC ↗ |
| 20 | Cyndeo Wealth Partners, LLC | 175,874 | $4M | +15,046 | +9.4% | 3Q | SEC ↗ |
| 21 | STIFEL FINANCIAL CORP | 171,140 | $4M | -1,101 | -0.6% | 7Q | SEC ↗ |
| 22 | Kesler, Norman & Wride, LLC NEW | 165,926 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 23 | LITTLEJOHN FINANCIAL SERVICES, INC. NEW | 142,624 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 24 | Odyssey Group, LLC NEW | 141,310 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 25 | COLDSTREAM CAPITAL MANAGEMENT INC | 135,517 | $3M | +1,206 | +0.9% | 10Q | SEC ↗ |
| 26 | HOWLAND CAPITAL MANAGEMENT LLC | 134,931 | $3M | -35,040 | -20.6% | 8Q | SEC ↗ |
| 27 | ASSETMARK, INC | 133,266 | $3M | +44,046 | +49.4% | 7Q | SEC ↗ |
| 28 | CENTRAL TRUST Co | 131,688 | $3M | -8,106 | -5.8% | 11Q | SEC ↗ |
| 29 | Cypress Point Wealth Management, LLC NEW | 119,718 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Integrated Wealth Concepts LLC | 115,242 | $3M | +109 | +0.1% | 7Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 113,280 | $3M | +949 | +0.8% | 11Q | SEC ↗ |
| 32 | Parkway Wealth Management Group, LLC | 100,692 | $2M | +2,668 | +2.7% | 3Q | SEC ↗ |
| 33 | Summit Financial, LLC | 99,608 | $2M | -23,123 | -18.8% | 4Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 95,506 | $2M | +7,284 | +8.3% | 8Q | SEC ↗ |
| 35 | LEAVELL INVESTMENT MANAGEMENT, INC. | 92,949 | $2M | +4,000 | +4.5% | 8Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 88,291 | $2M | -2,077 | -2.3% | 11Q | SEC ↗ |
| 37 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 87,480 | $2M | +771 | +0.9% | 12Q | SEC ↗ |
| 38 | Kestra Advisory Services, LLC | 84,962 | $2M | +4,547 | +5.7% | 8Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 82,839 | $2M | +189 | +0.2% | 6Q | SEC ↗ |
| 40 | Valmark Advisers, Inc. | 82,750 | $2M | +11,351 | +15.9% | 10Q | SEC ↗ |
| 41 | WOODMONT INVESTMENT COUNSEL LLC | 81,260 | $2M | -18,944 | -18.9% | 8Q | SEC ↗ |
| 42 | BENJAMIN EDWARDS INC | 78,598 | $2M | +2,005 | +2.6% | 5Q | SEC ↗ |
| 43 | Sound View Wealth Advisors Group, LLC | 77,650 | $2M | +381 | +0.5% | 11Q | SEC ↗ |
| 44 | MML INVESTORS SERVICES, LLC NEW | 75,855 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | SPINNAKER TRUST | 74,499 | $2M | +13,276 | +21.7% | 5Q | SEC ↗ |
| 46 | Atlantic Union Bankshares Corp | 73,068 | $2M | +3,935 | +5.7% | 5Q | SEC ↗ |
| 47 | Ellis Investment Partners, LLC | 72,517 | $2M | +20 | +0.0% | 3Q | SEC ↗ |
| 48 | Hills Bank & Trust Co | 72,120 | $2M | +17,672 | +32.5% | 6Q | SEC ↗ |
| 49 | Granite Harbor Advisors, Inc. | 70,078 | $2M | +9,040 | +14.8% | 6Q | SEC ↗ |
| 50 | RIA Advisory Group LLC | 68,631 | $2M | +15,925 | +30.2% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Kesler, Norman & Wride, LLC | 165,926 | $4M |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 142,624 | $4M |
| Odyssey Group, LLC | 141,310 | $4M |
| Cypress Point Wealth Management, LL | 119,718 | $3M |
| MML INVESTORS SERVICES, LLC | 75,855 | $2M |
| Elequin Capital, LP | 46,216 | $1M |
| Jacobi Capital Management LLC | 37,128 | $920K |
| CITADEL ADVISORS LLC | 26,531 | $657K |
| OneAscent Financial Services LLC | 23,299 | $577K |
| Modern Wealth Management, LLC | 22,604 | $560K |
| DROMS STRAUSS ADVISORS INC /MO/ /AD | 19,104 | $473K |
| Carnegie Investment Counsel | 16,000 | $396K |
| CAPTRUST FINANCIAL ADVISORS | 13,583 | $336K |
| Wick Capital Partners, LLC | 13,428 | $333K |
| REGIONS FINANCIAL CORP | 13,276 | $329K |
| Heritage Family Offices, LLP | 11,117 | $275K |
| Pacific Excel Wealth Advisors, Inc. | 11,117 | $275K |
| Foundry Financial Group, Inc. | 9,393 | $233K |
| First National Trust Co | 8,759 | $217K |
| Dynamic Advisor Solutions LLC | 8,333 | $206K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| FULTON BREAKEFIELD BROENNIMAN LLC | 130,223 | $3M |
| Matthew Goff Investment Advisor, LL | 124,349 | $3M |
| MOULTON WEALTH MANAGEMENT, INC | 95,473 | $2M |
| JANE STREET GROUP, LLC | 75,766 | $2M |
| Mariner, LLC | 32,205 | $798K |
| JPMORGAN CHASE & CO | 23,188 | $574K |
| PFG Private Wealth Management, LLC | 20,633 | $511K |
| TABLEAUX LLC | 14,482 | $359K |
| GOLDMAN SACHS GROUP INC | 12,736 | $315K |
| Private Advisor Group, LLC | 12,532 | $310K |
| Wolfstich Capital, LLC | 12,019 | $298K |
| WJ Wealth Management, LLC | 11,000 | $272K |
| MassMutual Private Wealth & Trust, | 6,146 | $152K |
| Allworth Financial LP | 829 | $21K |
| Root Financial Partners, LLC | 132 | $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 | +169,027 | +11.0% | 1,706,589 |
| ENVESTNET ASSET MANAGEMENT INC | +85,760 | +48.5% | 262,751 |
| Kathmere Capital Management, LLC | +74,498 | +27.3% | 347,332 |
| ASSETMARK, INC | +44,046 | +49.4% | 133,266 |
| US BANCORP \DE | +40,141 | +10.5% | 423,777 |
| Covington Investment Advisors Inc. | +34,200 | +12.0% | 319,610 |
| LPL Financial LLC | +33,854 | +13.7% | 281,078 |
| LBMC INVESTMENT ADVISORS, LLC | +32,781 | +6.7% | 520,275 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | +29,749 | +13.5% | 250,503 |
| Clearstead Advisors, LLC | +27,005 | +2.8% | 1,006,875 |
| TRUE Private Wealth Advisors | +23,241 | +57.6% | 63,570 |
| MERCER GLOBAL ADVISORS INC /ADV | +20,393 | +1.2% | 1,740,491 |
| Brookstone Capital Management | +20,005 | +52.5% | 58,090 |
| MEMBERS WEALTH LLC | +19,086 | +76.1% | 44,171 |
| Hills Bank & Trust Co | +17,672 | +32.5% | 72,120 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +17,617 | +10.5% | 185,667 |
| WELLS FARGO & COMPANY/MN | +17,531 | +4.2% | 438,879 |
| RIA Advisory Group LLC | +15,925 | +30.2% | 68,631 |
| Cyndeo Wealth Partners, LLC | +15,046 | +9.4% | 175,874 |
| MORGAN STANLEY | +14,707 | +8.1% | 197,333 |