IBMT Institutional Ownership
iShares Trust - iShares iBonds Dec 2031 Term Muni Bond ETF
1W: +0.7%
1M: -2.4%
YTD: -3.0%
$24.76
-0.02 (-0.08%)
Weekly Expected Move ±0.8%
$24
$25
$25
$25
$25
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
Dividends
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Institutional Ownership — IBMT
75
Institutional Holders
+12 vs prior quarter
0.0%
Ownership
+0.00pp
89M
Total Invested
16
New Positions
41
Increased
8
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (79 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 647,902 | $16M | +369,928 | +133.1% | 3Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 478,497 | $12M | +136,660 | +40.0% | 3Q | SEC ↗ |
| 3 | US BANCORP \DE | 224,997 | $6M | +44,900 | +24.9% | 3Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 157,299 | $4M | +45,498 | +40.7% | 3Q | SEC ↗ |
| 5 | Praetorian Wealth Management, Inc. | 141,610 | $4M | +11,574 | +8.9% | 3Q | SEC ↗ |
| 6 | LBMC INVESTMENT ADVISORS, LLC | 132,100 | $3M | +6,064 | +4.8% | 4Q | SEC ↗ |
| 7 | Hills Bank & Trust Co | 112,191 | $3M | +67,308 | +150.0% | 4Q | SEC ↗ |
| 8 | Quantum Financial Advisors, LLC | 103,665 | $3M | -37,061 | -26.3% | 4Q | SEC ↗ |
| 9 | Focus Partners Wealth NEW | 100,855 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 10 | COLDSTREAM CAPITAL MANAGEMENT INC | 97,400 | $2M | +12,232 | +14.4% | 4Q | SEC ↗ |
| 11 | ASSETMARK, INC NEW | 82,698 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 12 | Ellis Investment Partners, LLC | 71,293 | $2M | +18 | +0.0% | 3Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 57,275 | $1M | — | +0.0% | 3Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 46,544 | $1M | +187 | +0.4% | 3Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 45,977 | $1M | +16,232 | +54.6% | 3Q | SEC ↗ |
| 16 | NewEdge Advisors, LLC | 40,334 | $999K | +1,724 | +4.5% | 3Q | SEC ↗ |
| 17 | CLIFTONLARSONALLEN WEALTH ADVISORS, LL | 40,081 | $992K | -2,321 | -5.5% | 4Q | SEC ↗ |
| 18 | GC Wealth Management RIA, LLC | 39,362 | $975K | +8,550 | +27.7% | 2Q | SEC ↗ |
| 19 | CENTRAL TRUST Co | 38,207 | $946K | +3,804 | +11.1% | 3Q | SEC ↗ |
| 20 | SPINNAKER TRUST | 36,631 | $907K | +9,668 | +35.9% | 3Q | SEC ↗ |
| 21 | Jacobi Capital Management LLC NEW | 36,618 | $907K | — | +0.0% | 1Q | SEC ↗ |
| 22 | Curbstone Financial Management Corp | 36,450 | $903K | +13,450 | +58.5% | 2Q | SEC ↗ |
| 23 | Atlantic Union Bankshares Corp | 36,223 | $897K | +989 | +2.8% | 5Q | SEC ↗ |
| 24 | UBS Group AG | 32,723 | $810K | +30,189 | +1191.4% | 2Q | SEC ↗ |
| 25 | Cyndeo Wealth Partners, LLC | 32,081 | $794K | +18,073 | +129.0% | 2Q | SEC ↗ |
| 26 | Valmark Advisers, Inc. | 31,144 | $771K | +1,713 | +5.8% | 3Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC NEW | 30,656 | $759K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CWM, LLC | 28,505 | $706K | +7,655 | +36.7% | 2Q | SEC ↗ |
| 29 | LEAVELL INVESTMENT MANAGEMENT, INC. | 27,530 | $682K | +3,135 | +12.9% | 5Q | SEC ↗ |
| 30 | IFP Advisors, Inc | 24,958 | $618K | +10,070 | +67.6% | 5Q | SEC ↗ |
| 31 | LPL Financial LLC | 24,649 | $610K | +9,846 | +66.5% | 2Q | SEC ↗ |
| 32 | DROMS STRAUSS ADVISORS INC /MO/ /ADV | 24,350 | $603K | +7,804 | +47.2% | 3Q | SEC ↗ |
| 33 | Sanctuary Advisors, LLC | 23,789 | $589K | +109 | +0.5% | 3Q | SEC ↗ |
| 34 | STIFEL FINANCIAL CORP | 22,637 | $560K | +1,241 | +5.8% | 3Q | SEC ↗ |
| 35 | Godshalk Welsh Capital Management, Inc | 21,000 | $520K | +4,000 | +23.5% | 3Q | SEC ↗ |
| 36 | Rossmore Private Capital | 20,454 | $506K | +10,202 | +99.5% | 4Q | SEC ↗ |
| 37 | Paradigm, Strategies in Wealth Managem | 19,906 | $493K | +6,642 | +50.1% | 2Q | SEC ↗ |
| 38 | Aspen Wealth Management LLC | 19,473 | $482K | -23,300 | -54.5% | 4Q | SEC ↗ |
| 39 | Newman Dignan & Sheerar, Inc. | 19,005 | $471K | +23 | +0.1% | 3Q | SEC ↗ |
| 40 | Beacon Pointe Advisors, LLC | 17,191 | $426K | +3,919 | +29.5% | 2Q | SEC ↗ |
| 41 | RAYMOND JAMES FINANCIAL INC | 17,066 | $423K | +400 | +2.4% | 5Q | SEC ↗ |
| 42 | Parallel Advisors, LLC | 15,600 | $386K | — | +0.0% | 3Q | SEC ↗ |
| 43 | SIGMA INVESTMENT COUNSELORS INC | 14,630 | $362K | — | +0.0% | 3Q | SEC ↗ |
| 44 | HOWLAND CAPITAL MANAGEMENT LLC | 14,360 | $356K | +4,560 | +46.5% | 3Q | SEC ↗ |
| 45 | Balefire, LLC NEW | 12,997 | $322K | — | +0.0% | 1Q | SEC ↗ |
| 46 | IFG Advisory, LLC NEW | 11,869 | $294K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Syntegra Private Wealth Group, LLC | 11,591 | $287K | — | +0.0% | 3Q | SEC ↗ |
| 48 | Pacific Excel Wealth Advisors, Inc. NEW | 10,923 | $270K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Heritage Family Offices, LLP NEW | 10,923 | $270K | — | +0.0% | 1Q | SEC ↗ |
| 50 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 10,840 | $268K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| Focus Partners Wealth | 100,855 | $2M |
| ASSETMARK, INC | 82,698 | $2M |
| Jacobi Capital Management LLC | 36,618 | $907K |
| GOLDMAN SACHS GROUP INC | 30,656 | $759K |
| Balefire, LLC | 12,997 | $322K |
| IFG Advisory, LLC | 11,869 | $294K |
| Heritage Family Offices, LLP | 10,923 | $270K |
| Pacific Excel Wealth Advisors, Inc. | 10,923 | $270K |
| Sterling Investment Advisors, Ltd. | 10,775 | $267K |
| MEMBERS WEALTH LLC | 9,867 | $244K |
| Archford Capital Strategies, LLC | 8,542 | $211K |
| Carnegie Investment Counsel | 8,000 | $198K |
| Princeton Global Asset Management L | 3,880 | $96K |
| Global Retirement Partners, LLC | 3,169 | $78K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 708 | $18K |
| JONES FINANCIAL COMPANIES LLLP | 472 | $12K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 81,893 | $2M |
| Elequin Capital, LP | 45,439 | $1M |
| MassMutual Private Wealth & Trust, | 21,910 | $542K |
| HRT FINANCIAL LP | 13,276 | $329K |
| Sound Income Strategies, LLC | 8 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HighTower Advisors, LLC | +369,928 | +133.1% | 647,902 |
| MERCER GLOBAL ADVISORS INC /ADV | +136,660 | +40.0% | 478,497 |
| Hills Bank & Trust Co | +67,308 | +150.0% | 112,191 |
| BANK OF AMERICA CORP /DE | +45,498 | +40.7% | 157,299 |
| US BANCORP \DE | +44,900 | +24.9% | 224,997 |
| UBS Group AG | +30,189 | +1191.4% | 32,723 |
| Cyndeo Wealth Partners, LLC | +18,073 | +129.0% | 32,081 |
| Kestra Advisory Services, LLC | +16,232 | +54.6% | 45,977 |
| Curbstone Financial Management Corp | +13,450 | +58.5% | 36,450 |
| COLDSTREAM CAPITAL MANAGEMENT INC | +12,232 | +14.4% | 97,400 |
| Praetorian Wealth Management, Inc. | +11,574 | +8.9% | 141,610 |
| Rossmore Private Capital | +10,202 | +99.5% | 20,454 |
| IFP Advisors, Inc | +10,070 | +67.6% | 24,958 |
| LPL Financial LLC | +9,846 | +66.5% | 24,649 |
| SPINNAKER TRUST | +9,668 | +35.9% | 36,631 |
| GC Wealth Management RIA, LLC | +8,550 | +27.7% | 39,362 |
| DROMS STRAUSS ADVISORS INC /MO/ /AD | +7,804 | +47.2% | 24,350 |
| CWM, LLC | +7,655 | +36.7% | 28,505 |
| Paradigm, Strategies in Wealth Mana | +6,642 | +50.1% | 19,906 |
| LBMC INVESTMENT ADVISORS, LLC | +6,064 | +4.8% | 132,100 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cetera Investment Advisers | -40,849 | -83.1% | 8,303 |
| Quantum Financial Advisors, LLC | -37,061 | -26.3% | 103,665 |
| Aspen Wealth Management LLC | -23,300 | -54.5% | 19,473 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, | -2,321 | -5.5% | 40,081 |
| Capital Investment Advisors, LLC | -455 | -4.4% | 9,807 |
| Cornell Pochily Investment Advisors | -155 | -1.7% | 8,995 |