IBMR · iShares iBonds Dec 2029 Term Muni Bond ETF ETF

$25.18 -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.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 2

Total Value: $890,782

Total Shares: 35,084

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 2 13F filers · Δ vs Mar 31, 2026

Top Holder

75.6%

+63.2 pts

Top 5

100.0%

+60.5 pts

Top 10

100.0%

+47.3 pts

HHI

6,313

Highly concentrated+5,865

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

127

Unchanged

Holder count: -126

Institutional value: -99.7%

Shares held: -99.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds	Open
Small HORAN Wealth, LLC	+36	8,553

Top Sellers

vs Mar 31, 2026

No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)	Open
Mega CITADEL ADVISORS LLC	26,531	$673,622

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large MERCER GLOBAL ADVISORS INC /ADV	1,720,098	$43,604,484
Mega BANK OF AMERICA CORP /DE/	1,537,562	$38,977,196
Mid Clearstead Advisors, LLC	979,870	$24,839,704
Large HighTower Advisors, LLC	732,945	$18,580,155
Small LBMC INVESTMENT ADVISORS, LLC	487,494	$12,357,972