ETF Holders

Who owns IBMS?

Bond

iShares iBonds Dec 2030 Term Muni Bond ETF · iShares

115 institutions reported holding IBMS, worth $256.9M, in Form 13F filings for June 30, 2026.

13F holders
115
Institutional value
$256.9M
Change from prior quarter
+18.7%
+$40.5M, with price moves
New and sold-out firms
21 / 5
65 added, 18 trimmed

Top 10 institutional holders of IBMS

FirmLocationValueSharesChange
Mercer Global Advisors Inc.Denver, CO$45.9M1,773,721+21,498 shares
Clearstead Advisors, LLCCleveland, OH$24.1M930,943+31,702 shares
HighTower Advisors, LLCChicago, IL$18.8M728,112+371,405 shares
Community Trust & Investment CoLexington, KY$9.9M381,639+198,355 shares
Bank of America Corp.Charlotte, NC$9.5M367,091+76,005 shares
Kathmere Capital Management, LLCWayne, PA$9.1M351,990−138,772 shares
LBMC Investment Advisors, LLCBrentwood, TN$8.4M323,023+53,879 shares
US BancorpMinneapolis, MN$8.0M310,037+4,624 shares
Envestnet Asset Management Inc.Berwyn, PA$6.5M252,630+85,534 shares
Praetorian Wealth Management, Inc.Carmel, CA$5.7M220,855+6,617 shares
105 more firms

The full list comes with the Advisors and Institutions package.

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From 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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Compare what they hold: IBMS vs BKFI, IBMS vs HYGH, IBMS vs HYTR, IBMS vs OACP.

Frequently asked questions

Who owns IBMS?

115 institutional managers reported holding IBMS in Form 13F filings for June 30, 2026, worth $256.9M in total. The largest reported position was held by Mercer Global Advisors Inc., at $45.9M.

Did institutions buy or sell IBMS last quarter?

Reported 13F value rose 18.7% from March 31, 2026, which includes price moves as well as buying and selling. 21 firms reported a new position and 5 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 IBMS 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.