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
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
58.4%
+46.8 pts
Top 5
100.0%
+66.3 pts
Top 10
100.0%
+53.6 pts
HHI
5,141
Highly concentrated+4,776
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
183
Unchanged
1
Holder count:
-183
Institutional value:
-99.9%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | −11,061 | 11,918 |
Top New Positions
vs Mar 31, 2026No new positions this quarter.
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega BANK OF AMERICA CORP /DE/ | 2,399,611 | $61,262,067 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 2,055,854 | $52,485,952 | |
| Mid Clearstead Advisors, LLC | 985,931 | $25,170,818 | |
| Large HighTower Advisors, LLC | 805,553 | $20,565,768 | |
| Large US BANCORP \DE\ | 722,996 | $18,458,087 |
| 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 |