Latest Period
Q2 2026
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 Q2 2026
Institutions Reporting
73
Shares (Excl. Options)
3,435,103
Price
$25.80
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- Security type / class
- Equity / Common Stock
- Symbol
- IBMT
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 3,435,103
- Total 13F value
- $88,625,634
- Portfolio coverage rank
- 0%
- Share change
- +1,011,551
- Value change
- +$26,111,371
- Number of holders
- 73
- Shares outstanding
- 149,895
- SEC-reported price per share
- $25.48
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
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.
- 73 institutions reported positions in Q2 2026.
- 1 significant owner is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 59 to 73 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $62,824,161 to $88,625,634.
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
Open SEC evidence
Latest holder context comes from 73 institutions filings for Q2 2026.
Security key
46438G356
Latest holder period
Q2 2026
13F holders
73
13D/G owners
1
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 46438G356:
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 30 Jun 2026, 73 institutional investors reported holding 3,435,103 shares of iShares iBonds Dec 2031 Term Muni Bond ETF - Common Stock (IBMT). This represents 2292% 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
1914%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 432% | 647,902 | +133% | 0.02% | $16,715,863 |
| MERCER GLOBAL ADVISORS INC /ADV | 319% | 478,497 | +40% | 0.02% | $12,345,223 |
| US BANCORP \DE\ | 150% | 224,997 | +25% | 0.01% | $5,804,923 |
| BANK OF AMERICA CORP /DE/ | 105% | 157,299 | +41% | 0% | $4,058,315 |
| Praetorian Wealth Management, Inc. | 94% | 141,610 | +8.9% | 0.63% | $3,653,538 |
| LBMC INVESTMENT ADVISORS, LLC | 88% | 132,100 | +4.8% | 0.18% | $3,408,180 |
| Hills Bank & Trust Co | 75% | 112,191 | +150% | 0.12% | $2,894,528 |
| Quantum Financial Advisors, LLC | 69% | 103,665 | -26% | 0.27% | $2,674,547 |
| Focus Partners Wealth | 67% | 100,855 | 0% | $2,602,059 | |
| COLDSTREAM CAPITAL MANAGEMENT INC | 65% | 97,400 | +14% | 0.03% | $2,512,920 |
| ASSETMARK, INC | 55% | 82,698 | 0% | $2,133,608 | |
| Ellis Investment Partners, LLC | 48% | 71,293 | +0.03% | 0.28% | $1,839,383 |
| ROYAL BANK OF CANADA | 38% | 57,275 | 0% | 0% | $1,478,000 |
| COMMONWEALTH EQUITY SERVICES, LLC | 31% | 46,544 | +0.4% | 0% | $1,200,830 |
| Kestra Advisory Services, LLC | 31% | 45,977 | +55% | 0% | $1,186,195 |
| NewEdge Advisors, LLC | 27% | 40,334 | +4.5% | 0% | $1,040,616 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 27% | 40,081 | -5.5% | 0.01% | $1,034,090 |
| GC Wealth Management RIA, LLC | 26% | 39,362 | +28% | 0.06% | $1,015,540 |
| CENTRAL TRUST Co | 25% | 38,207 | +11% | 0.02% | $985,741 |
| SPINNAKER TRUST | 24% | 36,631 | +36% | 0.05% | $945,080 |
| Jacobi Capital Management LLC | 24% | 36,618 | 0.05% | $944,744 | |
| Curbstone Financial Management Corp | 24% | 36,450 | +58% | 0.16% | $940,410 |
| Atlantic Union Bankshares Corp | 24% | 36,223 | +2.8% | 0.02% | $934,553 |
| UBS Group AG | 22% | 32,723 | +1191% | 0% | $844,253 |
| Cyndeo Wealth Partners, LLC | 21% | 32,081 | +129% | 0.04% | $827,699 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
6
Latest
Q2 2026
Rows shown
1-6 of 6
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 3,435,103 | $88,625,634 | +$26,111,371 | $25.80 | 73 |
| 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 |