13F Insight
DOSSIER · 13F Holders · Q2 2026
IBMT

iShares iBonds Dec 2031 Term Muni Bond ETF

77 institutions still hold iShares iBonds Dec 2031 Term Muni Bond ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46438G356·77 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$80M
visible holders
Holders
77
filers reporting
Concentration
20.83%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

77 institutions reported IBMT in Q2 2026. HighTower Advisors, LLC leads at 20.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$17M648K0.02%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$12M478K0.02%Q2 202603
Vishria Bird Financial Group, LLC
CIK 0001746438
$11M408K2.07%Q3 202504
US BANCORP \DE\
CIK 0000036104
$6M225K0.01%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M157K0.00%Q2 202606
Praetorian Wealth Management, Inc.
CIK 0001818940
$4M142K0.63%Q2 202607
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$3M132K0.18%Q2 202608
Hills Bank & Trust Co
CIK 0001309148
$3M112K0.12%Q2 202609
Quantum Financial Advisors, LLC
CIK 0001929139
$3M104K0.26%Q2 202610
Focus Partners Wealth
CIK 0001542153
$3M101K0.00%Q2 202611
COLDSTREAM CAPITAL MANAGEMENT INC
CIK 0001082339
$3M97K0.03%Q2 202612
ASSETMARK, INC
CIK 0001344551
$2M83K0.00%Q2 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M82K0.00%Q1 202614
Ellis Investment Partners, LLC
CIK 0001765590
$2M71K0.28%Q2 202615
ROYAL BANK OF CANADA
CIK 0001000275
$1M57K0.00%Q2 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$1M47K0.00%Q2 202617
Kestra Advisory Services, LLC
CIK 0001830819
$1M46K0.00%Q2 202618
NewEdge Advisors, LLC
CIK 0001633516
$1M40K0.00%Q2 202619
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$1M40K0.01%Q2 202620
GC Wealth Management RIA, LLC
CIK 0002011169
$1M39K0.06%Q2 2026
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