Who owns IBMR?
iShares iBonds Dec 2029 Term Muni Bond ETF · iShares
144 institutions reported holding IBMR, worth $384.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBMR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mercer Global Advisors Inc. | Denver, CO | $44.2M | 1,740,491 | +20,393 shares |
| Bank of America Corp. | Charlotte, NC | $43.3M | 1,706,589 | +169,027 shares |
| Clearstead Advisors, LLC | Cleveland, OH | $25.6M | 1,006,875 | +27,005 shares |
| HighTower Advisors, LLC | Chicago, IL | $18.7M | 736,560 | +3,615 shares |
| LBMC Investment Advisors, LLC | Brentwood, TN | $13.2M | 520,275 | +32,781 shares |
| Wells Fargo & Company | San Francisco, CA | $11.1M | 438,879 | +17,531 shares |
| US Bancorp | Minneapolis, MN | $10.8M | 423,777 | +40,141 shares |
| Paradiem, LLC | Covington, LA | $10.1M | 396,376 | No change |
| Kathmere Capital Management, LLC | Wayne, PA | $8.8M | 347,332 | +74,498 shares |
| Lido Advisors, LLC | Los Angeles, CA | $8.6M | 338,574 | −8,765 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.
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Frequently asked questions
Who owns IBMR?
144 institutional managers reported holding IBMR in Form 13F filings for June 30, 2026, worth $384.6M in total. The largest reported position was held by Mercer Global Advisors Inc., at $44.2M.
Did institutions buy or sell IBMR last quarter?
Reported 13F value rose 10.5% from March 31, 2026, which includes price moves as well as buying and selling. 29 firms reported a new position and 10 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 IBMR 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.