IBMQ · iShares iBonds Dec 2028 Term Muni Bond ETF ETF
$25.44
-0.01 (-0.02%)
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.
Holders: 2
Total Value: $522,164
Total Shares: 20,413
Institutional Ownership Trend
19 quarters
Holder Concentration
Across 2 13F filers · Δ vs Jun 30, 2024Top Holder
58.4%
+49.3 pts
Top 5
100.0%
+63.6 pts
Top 10
100.0%
+42.7 pts
HHI
5,141
Highly concentrated+4,725
Quarterly Activity
vs Jun 30, 2024
New
2
Increased
0
Decreased
0
Sold Out
113
Unchanged
0
Holder count:
-111
Institutional value:
-99.8%
Shares held:
-99.8%
Top New Positions
vs Jun 30, 2024| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 11,918 | $304,862 | |
| Small HORAN Wealth, LLC | 8,495 | $217,302 |
Top Sold-Out Positions
vs Jun 30, 2024| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 1,025,894 | $25,667,867 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 800,302 | $20,023,556 | |
| Mid Clearstead Advisors, LLC | 799,571 | $20,005,266 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 782,580 | $19,580,151 | |
| Small Kathmere Capital Management, LLC | 692,775 | $17,333,230 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IBMQ | $304,862 | 58.38% | 11,918 | Shares | 2026-09-02 | |
| Small HORAN Wealth, LLC IBMQ | $217,302 | 41.62% | 8,495 | Shares | 2026-08-26 |