Who owns IBMO?
iShares iBonds Dec 2026 Term Muni Bond ETF · iShares
181 institutions reported holding IBMO, worth $478.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBMO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $52.7M | 2,056,461 | +68,879 shares |
| Mercer Global Advisors Inc. | Denver, CO | $43.5M | 1,695,538 | +117,543 shares |
| Rossmore Private Capital | Glastonbury, CT | $37.0M | 1,443,221 | −66 shares |
| NewEdge Advisors, LLC | New Orleans, LA | $18.8M | 732,003 | New position |
| US Bancorp | Minneapolis, MN | $16.7M | 652,820 | +8,958 shares |
| Integrated Wealth Concepts LLC | Waltham, MA | $14.4M | 560,200 | +193,705 shares |
| Lido Advisors, LLC | Los Angeles, CA | $14.2M | 555,766 | −12,971 shares |
| Kathmere Capital Management, LLC | Wayne, PA | $14.2M | 553,898 | +94,407 shares |
| LBMC Investment Advisors, LLC | Brentwood, TN | $13.3M | 520,304 | −4,839 shares |
| Wells Fargo & Company | San Francisco, CA | $11.8M | 461,392 | −2,238 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: IBMO vs RMOP, IBMO vs BDBT, IBMO vs SHYM, IBMO vs IBTL.
Frequently asked questions
Who owns IBMO?
181 institutional managers reported holding IBMO in Form 13F filings for June 30, 2026, worth $478.5M in total. The largest reported position was held by Bank of America Corp., at $52.7M.
Did institutions buy or sell IBMO last quarter?
Reported 13F value rose 4.2% from March 31, 2026, which includes price moves as well as buying and selling. 16 firms reported a new position and 22 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBMO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.