IBMU Institutional Ownership
iShares Trust - iShares iBonds Dec 2032 Term Muni Bond ETF
1W: +0.7%
1M: -2.6%
YTD: -3.3%
$24.20
-0.05 (-0.21%)
Weekly Expected Move ±0.9%
$24
$24
$24
$24
$25
Overview
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Institutional Ownership — IBMU
17
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
15
New Positions
1
Increased
1
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Quantum Financial Advisors, LLC NEW | 91,626 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | LBMC INVESTMENT ADVISORS, LLC NEW | 49,365 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 3 | JANE STREET GROUP, LLC | 38,433 | $930K | +8,170 | +27.0% | 2Q | SEC ↗ |
| 4 | COLDSTREAM CAPITAL MANAGEMENT INC NEW | 28,425 | $688K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Hills Bank & Trust Co NEW | 23,716 | $574K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Carnegie Investment Counsel NEW | 16,000 | $387K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Rossmore Private Capital NEW | 12,860 | $311K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Heritage Family Offices, LLP NEW | 11,124 | $269K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Pacific Excel Wealth Advisors, Inc. NEW | 11,124 | $269K | — | +0.0% | 1Q | SEC ↗ |
| 10 | LEAVELL INVESTMENT MANAGEMENT, INC. NEW | 10,060 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC NEW | 9,682 | $234K | — | +0.0% | 1Q | SEC ↗ |
| 12 | IFP Advisors, Inc NEW | 5,269 | $128K | — | +0.0% | 1Q | SEC ↗ |
| 13 | MERCER GLOBAL ADVISORS INC /ADV NEW | 5,130 | $124K | — | +0.0% | 1Q | SEC ↗ |
| 14 | 10Elms LLP NEW | 2,400 | $58K | — | +0.0% | 1Q | SEC ↗ |
| 15 | ADIRONDACK TRUST CO NEW | 1,180 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Addison Advisors LLC NEW | 1,015 | $25K | — | +0.0% | 1Q | SEC ↗ |
| 17 | BlackRock, Inc. | 70 | $2K | -99,930 | -99.9% | 2Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| Quantum Financial Advisors, LLC | 91,626 | $2M |
| LBMC INVESTMENT ADVISORS, LLC | 49,365 | $1M |
| COLDSTREAM CAPITAL MANAGEMENT INC | 28,425 | $688K |
| Hills Bank & Trust Co | 23,716 | $574K |
| Carnegie Investment Counsel | 16,000 | $387K |
| Rossmore Private Capital | 12,860 | $311K |
| Heritage Family Offices, LLP | 11,124 | $269K |
| Pacific Excel Wealth Advisors, Inc. | 11,124 | $269K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 10,060 | $243K |
| Kestra Advisory Services, LLC | 9,682 | $234K |
| IFP Advisors, Inc | 5,269 | $128K |
| MERCER GLOBAL ADVISORS INC /ADV | 5,130 | $124K |
| 10Elms LLP | 2,400 | $58K |
| ADIRONDACK TRUST CO | 1,180 | $29K |
| Addison Advisors LLC | 1,015 | $25K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | +8,170 | +27.0% | 38,433 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | -99,930 | -99.9% | 70 |