ISHARES IBONDS DEC 2026 TERM (IBMO) Institutional Shareholders
ISHARES IBONDS DEC 2026 TERM (IBMO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $464.78M in IBMO holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBMO tracked by InsiderSet, reporting ownership valued at approximately $52.73M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $52.69M, representing an estimated loss of -0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed IBMO value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Rossmore Private Capital, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2026 TERM (IBMO).
This page ranks the largest institutional IBMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
182
Total Reported Value
$464.78M
Largest Holder
Bank Of America Corp
Largest Position
$52.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
74
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 2,056,461 | $52,727,660 | $52,686,531 | -$41,129 | -0.08% | |
| Mercer Global Advisors Inc | 0.05% | 1,695,538 | $43,473,765 | $43,439,684 | -$34,081 | -0.08% | |
| Rossmore Private Capital | 3.01% | 1,443,221 | $37,004,331 | $36,975,322 | -$29,009 | -0.08% | |
| Newedge Advisors, Llc | 0.06% | 732,003 | $18,768,623 | $18,753,917 | -$14,706 | -0.08% | |
| Us Bancorp \De\ | 0.02% | 652,820 | $16,738,371 | $16,725,248 | -$13,123 | -0.08% | |
| Lido Advisors, Llc | 0.05% | 555,766 | $14,249,919 | $14,238,725 | -$11,194 | -0.08% | |
| Kathmere Capital Management, Llc | 0.75% | 553,898 | $14,201,990 | $14,190,867 | -$11,123 | -0.08% | |
| Lbmc Investment Advisors, Llc | 0.72% | 520,304 | $13,340,649 | $13,330,188 | -$10,461 | -0.08% | |
| Wells Fargo & Company/Mn | 0.00% | 461,392 | $11,830,141 | $11,820,863 | -$9,278 | -0.08% | |
| Hills Bank & Trust Co | 0.48% | 390,183 | $10,000,390 | $9,996,488 | -$3,902 | -0.04% | |
| Lpl Financial Llc | 0.00% | 386,854 | $9,918,977 | $9,911,199 | -$7,778 | -0.08% | |
| Morgan Stanley | 0.00% | 367,257 | $9,416,510 | $9,409,124 | -$7,386 | -0.08% | |
| Integrated Wealth Concepts Llc | 0.06% | 331,427 | $8,497,814 | $8,491,160 | -$6,654 | -0.08% | |
| Covington Investment Advisors Inc. | 1.07% | 324,415 | $8,318,000 | $8,311,512 | -$6,488 | -0.08% | |
| Ubs Group Ag | 0.00% | 312,081 | $8,001,757 | $7,995,515 | -$6,242 | -0.08% | |
| Paradiem, Llc | 1.63% | 294,149 | $7,542,010 | $7,536,097 | -$5,913 | -0.08% | |
| Leavell Investment Management, Inc. | 0.26% | 273,821 | $7,020,798 | $7,015,294 | -$5,504 | -0.08% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.09% | 269,719 | $6,915,623 | $6,910,201 | -$5,422 | -0.08% | |
| Central Trust Co | 0.10% | 215,592 | $5,527,802 | $5,523,467 | -$4,335 | -0.08% | |
| Sound View Wealth Advisors Group, Llc | 0.34% | 214,675 | $5,504,290 | $5,499,974 | -$4,317 | -0.08% | |
| Cyndeo Wealth Partners, Llc | 0.24% | 201,206 | $5,158,942 | $5,154,898 | -$4,044 | -0.08% | |
| Praetorian Wealth Management, Inc. | 0.88% | 198,055 | $5,078,150 | $5,074,169 | -$3,981 | -0.08% | |
| Envestnet Asset Management Inc | 0.00% | 192,529 | $4,936,472 | $4,932,593 | -$3,879 | -0.08% | |
| United Capital Financial Advisors, Llc | 0.03% | 182,111 | $4,672,973 | $4,665,684 | -$7,289 | -0.16% | |
| Raymond James Financial Inc | 0.00% | 175,525 | $4,500,484 | $4,496,951 | -$3,534 | -0.08% | |
| Howland Capital Management Llc | 0.16% | 174,672 | $4,478,608 | $4,475,097 | -$3,511 | -0.08% | |
| Commonwealth Equity Services, Llc | 0.00% | 149,069 | $3,822,138 | $3,819,148 | -$2,990 | -0.08% | |
| Beacon Pointe Advisors, Llc | 0.02% | 135,041 | $3,462,454 | $3,459,750 | -$2,704 | -0.08% | |
| Coldstream Capital Management Inc | 0.04% | 127,207 | $3,261,601 | $3,259,043 | -$2,558 | -0.08% | |
| Northcoast Asset Management Llc | 0.06% | 106,153 | $2,721,783 | $2,719,640 | -$2,143 | -0.08% | |
| Sanctuary Advisors, Llc | 0.01% | 105,460 | $2,704,012 | $2,701,885 | -$2,127 | -0.08% | |
| Quantum Financial Advisors, Llc | 0.26% | 103,716 | $2,659,289 | $2,657,204 | -$2,085 | -0.08% | |
| Parkway Wealth Management Group, Llc | 0.29% | 98,369 | $2,522,183 | $2,520,214 | -$1,969 | -0.08% | |
| Moseley Investment Management Inc | 0.79% | 96,858 | $2,482,471 | $2,481,502 | -$969 | -0.04% | |
| Sonata Capital Group Inc | 0.79% | 95,677 | $2,453,168 | $2,451,245 | -$1,923 | -0.08% | |
| Cetera Investment Advisers | 0.00% | 95,226 | $2,441,601 | $2,439,690 | -$1,911 | -0.08% | |
| Valmark Advisers, Inc. | 0.03% | 91,901 | $2,356,344 | $2,354,504 | -$1,840 | -0.08% | |
| Atwater Malick Llc | 0.50% | 90,163 | $2,311,788 | $2,309,976 | -$1,812 | -0.08% | |
| Cwm, Llc | 0.01% | 87,020 | $2,230,320 | $2,229,452 | -$868 | -0.04% | |
| Stifel Financial Corp | 0.00% | 76,943 | $1,972,824 | $1,971,280 | -$1,544 | -0.08% | |
| Iht Wealth Management, Llc | 0.04% | 76,419 | $1,959,384 | $1,957,855 | -$1,529 | -0.08% | |
| Ria Advisory Group Llc | 0.43% | 75,215 | $1,928,522 | $1,927,008 | -$1,514 | -0.08% | |
| Blue Square Asset Management, Llc | 0.77% | 74,014 | $1,897,715 | $1,896,239 | -$1,476 | -0.08% | |
| New England Private Wealth Advisors Llc | 0.18% | 73,391 | $1,881,757 | $1,880,277 | -$1,480 | -0.08% | |
| Kastel Capital Advisors, Llc | 1.16% | 71,546 | $1,833,725 | $1,833,009 | -$716 | -0.04% | |
| Granite Harbor Advisors, Inc. | 0.68% | 67,346 | $1,726,758 | $1,725,405 | -$1,353 | -0.08% | |
| Scissortail Wealth Management, Llc | 0.32% | 64,989 | $1,666,324 | $1,665,018 | -$1,306 | -0.08% | |
| Regions Financial Corp | 0.01% | 62,745 | $1,608,788 | $1,607,527 | -$1,261 | -0.08% | |
| Ameriprise Financial Inc | 0.00% | 61,672 | $1,581,270 | $1,580,037 | -$1,233 | -0.08% | |
| Royal Bank Of Canada | 0.00% | 59,884 | $1,536,000 | $1,534,228 | -$1,772 | -0.12% |
Frequently asked questions about IBMO
Who owns the most IBMO stock?
The largest holders of IBMO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2026 TERM (IBMO).
Is IBMO widely held by superinvestors?
Many widely followed stocks like IBMO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBMO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.