Who owns IBMV?
iShares iBonds Dec 2033 Term Muni Bond ETF · iShares
6 institutions reported holding IBMV, worth $1.6M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of IBMV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Hills Bank & Trust Co | North Liberty, IA | $529K | 20,820 | New position |
| Coldstream Capital Management Inc. | Bellevue, WA | $302K | 11,868 | New position |
| Heritage Family Offices, LLP | Scottsdale, AZ | $283K | 11,124 | New position |
| Pacific Excel Wealth Advisors, Inc. | Walnut Creek, CA | $283K | 11,124 | New position |
| Lido Advisors, LLC | Los Angeles, CA | $203K | 8,000 | New position |
| Addison Advisors LLC | Middlebury, VT | $26K | 1,015 | New position |
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 IBMV?
6 institutional managers reported holding IBMV in Form 13F filings for June 30, 2026, worth $1.6M in total. The largest reported position was held by Hills Bank & Trust Co, at $529K.
Did institutions buy or sell IBMV last quarter?
Reported 13F value fell 67.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 3 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 IBMV 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.