IBMP · iShares iBonds Dec 2027 Term Muni Bond ETF ETF

Alerts for IBMP

$25.33 +0.00 (+0.00%) 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: $534,251

Total Shares: 21,017

Institutional Ownership Trend

14 quarters

Holder Concentration

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

Top Holder

59.3%

+49.2 pts

Top 5

100.0%

+55.2 pts

Top 10

100.0%

+30.6 pts

HHI

5,175

Highly concentrated+4,593

Quarterly Activity

vs Mar 31, 2023

New

2

Increased

0

Decreased

0

Sold Out

66

Unchanged

0

Holder count: -64

Institutional value: -99.7%

Shares held: -99.7%

Top New Positions

vs Mar 31, 2023

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	12,473	$317,063
Small HORAN Wealth, LLC	8,544	$217,188

Top Sold-Out Positions

vs Mar 31, 2023

Institution	Previously Held	Last Value (USD)	Open
Mega ENVESTNET ASSET MANAGEMENT INC	741,849	$18,887,475
Large MERCER GLOBAL ADVISORS INC /ADV	692,779	$17,638,153
Large HighTower Advisors, LLC	650,540	$16,562,748
Large US BANCORP \DE\	624,190	$15,891,876
Mid WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC	570,122	$14,515,306

Filter: New 2 Increased 0 Reduced 0 Sold out 66 Unchanged 0

Showing 2 of 2

All Common Calls Puts

Compact Export CSV

CITADEL ADVISORS LLC IBMP

$317,063

59.35%

12,473

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	12,473	$317,063	100.0%	Defined

HORAN Wealth, LLC IBMP

$217,188

40.65%

8,544

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	624,190	$15,891,876	100.0%	Other

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	149,213	$3,798,962	30.4%	Defined
WELLS FARGO CLEARING SERVICES, LLC	341,457	$8,693,495	69.6%	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	101,279	$2,578,563	20.7%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	301,006	$7,663,612	61.6%	Defined
MANAGED ACCOUNT ADVISORS LLC	86,298	$2,197,147	17.7%	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	252,181	$6,420,528	99.6%	Defined
Held directly	1,000	$25,460	0.4%	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	219,804	$5,596,209	100.0%	Defined

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	205,437	$5,230,426	100.0%	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\	179,762	$4,576,740	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	125,397	$3,192,607	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	95,609	$2,434,205	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
BENJAMIN EDWARDS INC	54,081	$1,376,902	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	43,374	$1,104,302	98.2%	Defined
CITY NATIONAL ROCHDALE, LLC	800	$20,368	1.8%	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	24,073	$612,898	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
FSC SECURITES, INC.	12,350	$314,431	64.6%	Defined
American Portfolios Advisors	5,785	$147,286	30.3%	Sole
VISION2020 WEALTH MANAGEMENT CORP.	973	$24,772	5.1%	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	14,288	$363,772	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/	11,102	$282,656	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
GLENS FALLS NATIONAL BANK & TRUST CO /NY	10,327	$262,925	100.0%	Defined

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

Manager	Shares	Value (USD)	% of position	Discretion
LINCOLN FINANCIAL ADVISORS CORPORATION	9,106	$231,838	100.0%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	740	$18,840	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	$3,615	100.0%	Sole

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

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	73	$1,858	100.0%	Sole