Who owns IBMT?
iShares iBonds Dec 2031 Term Muni Bond ETF · iShares
73 institutions reported holding IBMT, worth $88.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBMT
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| HighTower Advisors, LLC | Chicago, IL | $16.7M | 647,902 | +369,928 shares |
| Mercer Global Advisors Inc. | Denver, CO | $12.3M | 478,497 | +136,660 shares |
| US Bancorp | Minneapolis, MN | $5.8M | 224,997 | +44,900 shares |
| Bank of America Corp. | Charlotte, NC | $4.1M | 157,299 | +45,498 shares |
| Praetorian Wealth Management, Inc. | Carmel, CA | $3.7M | 141,610 | +11,574 shares |
| LBMC Investment Advisors, LLC | Brentwood, TN | $3.4M | 132,100 | +6,064 shares |
| Hills Bank & Trust Co | North Liberty, IA | $2.9M | 112,191 | +67,308 shares |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $2.7M | 103,665 | −37,061 shares |
| Focus Partners Wealth | St Louis, MO | $2.6M | 100,855 | New position |
| Coldstream Capital Management Inc. | Bellevue, WA | $2.5M | 97,400 | +12,232 shares |
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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Frequently asked questions
Who owns IBMT?
73 institutional managers reported holding IBMT in Form 13F filings for June 30, 2026, worth $88.6M in total. The largest reported position was held by HighTower Advisors, LLC, at $16.7M.
Did institutions buy or sell IBMT last quarter?
Reported 13F value rose 45.0% from March 31, 2026, which includes price moves as well as buying and selling. 18 firms reported a new position and 2 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 IBMT 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.