IBMO · iShares iBonds Dec 2026 Term Muni Bond ETF ETF

Alerts for IBMO

$25.61 +0.01 (+0.04%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $624,076

Total Shares: 24,340

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2023

Top Holder

65.3%

+53.5 pts

Top 5

100.0%

+46.4 pts

Top 10

100.0%

+25.9 pts

HHI

5,466

Highly concentrated+4,766

Quarterly Activity

vs Mar 31, 2023

New

2

Increased

0

Decreased

0

Sold Out

54

Unchanged

0

Holder count: -52

Institutional value: -99.7%

Shares held: -99.7%

Top New Positions

vs Mar 31, 2023

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	15,887	$407,342
Small HORAN Wealth, LLC	8,453	$216,734

Top Sold-Out Positions

vs Mar 31, 2023

Institution	Previously Held	Last Value (USD)	Open
Large MERCER GLOBAL ADVISORS INC /ADV	872,589	$22,277,197
Mega WELLS FARGO & COMPANY/MN	864,864	$22,079,977
Mega ENVESTNET ASSET MANAGEMENT INC	814,819	$20,802,329
Mega BANK OF AMERICA CORP /DE/	730,943	$18,660,974
Large US BANCORP \DE\	699,145	$17,849,171

Filter: New 2 Increased 0 Reduced 0 Sold out 54 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC IBMO

$407,342

65.27%

15,887

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	15,887	$407,342	100.0%	Defined

HORAN Wealth, LLC IBMO

$216,734

34.73%

8,453

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	223,272	$5,700,134	25.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	641,592	$16,379,843	74.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	220,910	$5,639,832	30.2%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	399,251	$10,192,878	54.6%	Defined
MANAGED ACCOUNT ADVISORS LLC	110,782	$2,828,264	15.2%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
US BANK NATIONAL ASSOCIATION	699,145	$17,849,171	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	279,495	$7,135,507	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	239,409	$6,112,111	99.5%	Defined
UBS Securities LLC	168	$4,289	0.1%	Defined
Held directly	1,000	$25,530	0.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	179,554	$4,584,013	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	156,066	$3,984,364	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHWESTERN MUTUAL LIFE INSURANCE CO	132,871	$3,392,196	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS GROUP, INC. joint	124,655	$3,182,442	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	80,308	$2,050,263	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROYAL ALLIANCE ASSOCIATES, INC.	4,933	$125,939	8.6%	Defined
FSC SECURITES, INC.	12,845	$327,932	22.4%	Defined
WOODBURY FINANCIAL SERVICES, INC.	13,787	$351,982	24.0%	Defined
ARBOR POINT ADVISORS, LLC	5,499	$140,389	9.6%	Defined
American Portfolios Advisors	19,380	$494,771	33.8%	Sole
VISION2020 WEALTH MANAGEMENT CORP.	917	$23,411	1.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	38,643	$986,555	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Sargent Bickham Lagudis LLC	32,887	$839,605	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	17,172	$438,401	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BAIRD ROBERT W & CO INC /WI/	11,099	$283,357	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Financial Management, Inc.	142	$3,625	100.0%	Sole