IBMS · iShares iBonds Dec 2030 Term Muni Bond ETF ETF
$25.60
+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.
Holders: 1
Total Value: $200,673
Total Shares: 7,757
Institutional Ownership Trend
9 quarters
Holder Concentration
Across 1 13F filers · Δ vs Mar 31, 2026Top Holder
100.0%
+79.5 pts
Top 5
100.0%
+55.4 pts
Top 10
100.0%
+41.8 pts
HHI
10,000
Highly concentrated+9,326
Quarterly Activity
vs Mar 31, 2026
New
0
Increased
0
Decreased
1
Sold Out
101
Unchanged
0
Holder count:
-101
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 | −5,141 | 7,757 |
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 |
|---|---|---|---|
| Large MERCER GLOBAL ADVISORS INC /ADV | 1,752,223 | $45,259,920 | |
| Mid Clearstead Advisors, LLC | 899,241 | $23,227,395 | |
| Small Kathmere Capital Management, LLC | 490,762 | $12,676,382 | |
| Large HighTower Advisors, LLC | 356,707 | $9,213,741 | |
| Large US BANCORP \DE\ | 305,413 | $7,888,816 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IBMS | $200,673 | 100.00% | 7,757 | Shares | 2026-09-02 |