Security Snapshot

iShares iBonds Dec 2031 Term Muni Bond ETF - Common Stock (IBMT) Institutional Ownership

CUSIP: 46438G356

13F Institutional Holders and Ownership History from Q1 2025 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

59

Shares (Excl. Options)

2,447,085

Price

$25.67

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+431,185
Value change
+$11,057,471
Number of holders
59
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
149,895
SEC-reported price per share
$25.74
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • IBMT - iShares iBonds Dec 2031 Term Muni Bond ETF - Common Stock is tracked under CUSIP 46438G356.
  • 59 institutions reported positions in Q1 2026.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 50 to 59 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $52,389,009 to $62,824,161.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 59 institutions filings for Q1 2026.

Open SEC evidence

Security key

46438G356

Latest holder period

Q1 2026

13F holders

59

13D/G owners

1

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
1
Security
IBMT
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 0% -101% $1,626 -$1,250,500 65 -100% BlackRock Portfolio Management LLC 31 May 2025

As of 31 Mar 2026, 59 institutional investors reported holding 2,447,085 shares of iShares iBonds Dec 2031 Term Muni Bond ETF - Common Stock (IBMT). This represents 1633% of the company’s total 149,895 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
1406%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
MERCER GLOBAL ADVISORS INC /ADV 228% 341,837 -60% 0.01% $8,773,896
HighTower Advisors, LLC 185% 277,974 +628% 0.01% $7,134,789
US BANCORP \DE\ 120% 180,097 +203% 0.01% $4,622,550
Quantum Financial Advisors, LLC 94% 140,726 +231% 0.41% $3,612,010
Praetorian Wealth Management, Inc. 87% 130,036 +173% 0.64% $3,353,498
LBMC INVESTMENT ADVISORS, LLC 84% 126,036 +28% 0.2% $3,234,962
BANK OF AMERICA CORP /DE/ 75% 111,801 +107% 0% $2,869,525
COLDSTREAM CAPITAL MANAGEMENT INC 57% 85,168 +14% 0.03% $2,185,999
JANE STREET GROUP, LLC 55% 81,893 +36% 0% $2,101,939
Ellis Investment Partners, LLC 48% 71,275 +3.5% 0.32% $1,829,412
ROYAL BANK OF CANADA 38% 57,275 0% 0% $1,470,000
Cetera Investment Advisers 33% 49,152 0% $1,261,579
COMMONWEALTH EQUITY SERVICES, LLC 31% 46,357 +196% 0% $1,189,850
Hills Bank & Trust Co 30% 44,883 +81% 0.06% $1,152,007
Aspen Wealth Management LLC 29% 42,773 0% 0.22% $1,097,850
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 28% 42,402 +31% 0.02% $1,088,328
NewEdge Advisors, LLC 26% 38,610 0% 0% $990,999
Atlantic Union Bankshares Corp 24% 35,234 +13% 0.02% $904,348
CENTRAL TRUST Co 23% 34,403 +166% 0.02% $883,019
GC Wealth Management RIA, LLC 21% 30,812 0.03% $790,849
Kestra Advisory Services, LLC 20% 29,745 +61% 0% $763,470
Valmark Advisers, Inc. 20% 29,431 +7.2% 0.01% $755,403
CWM, LLC 19% 28,505 +37% 0% $731,635
SPINNAKER TRUST 18% 26,963 +99% 0.04% $692,057
LEAVELL INVESTMENT MANAGEMENT, INC. 16% 24,395 +2.6% 0.03% $626,144

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
5
Latest
Q1 2026
Rows shown
1-5 of 5
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 2,447,085 $62,824,161 +$11,057,471 $25.67 59
2025 Q4 2,018,856 $52,389,009 +$43,540,119 $25.95 50
2025 Q3 749,260 $19,394,608 +$17,069,357 $25.88 24
2025 Q2 89,830 $2,281,693 -$103,316 $25.40 10
2025 Q1 93,898 $2,350,079 +$2,350,079 $25.03 2
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