IBMO Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2026 TERM (IBMO) is currently held by 185 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $457.26M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $52.73M, representing an estimated gain of +0.00% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
185
Total Reported Value
$457.26M
Largest Holder
Bank Of America Corp
Largest Position
$52.73M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
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 | $52,727,660 | +$0 | +0.00% | |
| Mercer Global Advisors Inc | 0.05% | 1,695,538 | $43,473,765 | $43,473,594 | -$171 | -0.00% | |
| Rossmore Private Capital | 2.83% | 1,443,221 | $37,004,186 | $37,004,186 | +$0 | +0.00% | |
| Newedge Advisors, Llc | 0.06% | 732,003 | $18,768,623 | $18,768,557 | -$66 | -0.00% | |
| Us Bancorp \De\ | 0.02% | 652,820 | $16,738,371 | $16,738,305 | -$66 | -0.00% | |
| Lido Advisors, Llc | 0.05% | 555,766 | $14,249,919 | $14,249,840 | -$79 | -0.00% | |
| Kathmere Capital Management, Llc | 0.69% | 552,594 | $14,168,505 | $14,168,510 | +$5 | +0.00% | |
| Lbmc Investment Advisors, Llc | 0.72% | 520,304 | $13,340,649 | $13,340,595 | -$54 | -0.00% | |
| Wells Fargo & Company/Mn | 0.00% | 461,392 | $11,830,141 | $11,830,091 | -$50 | -0.00% | |
| Hills Bank & Trust Co | 0.48% | 390,183 | $10,000,390 | $10,004,292 | +$3,902 | +0.04% | |
| Lpl Financial Llc | 0.00% | 386,854 | $9,918,977 | $9,918,937 | -$40 | -0.00% | |
| Morgan Stanley | 0.00% | 367,257 | $9,416,510 | $9,416,469 | -$41 | -0.00% | |
| Integrated Wealth Concepts Llc | 0.06% | 331,427 | $8,497,814 | $8,497,788 | -$26 | -0.00% | |
| Covington Investment Advisors Inc. | 1.07% | 324,415 | $8,318,000 | $8,318,001 | +$1 | +0.00% | |
| Ubs Group Ag | 0.00% | 312,081 | $8,001,757 | $8,001,757 | -$0 | -0.00% | |
| Paradiem, Llc | 1.63% | 294,149 | $7,542,010 | $7,541,980 | -$30 | -0.00% | |
| Leavell Investment Management, Inc. | 0.26% | 273,821 | $7,020,798 | $7,020,770 | -$28 | -0.00% | |
| Central Trust Co | 0.10% | 215,592 | $5,527,802 | $5,527,779 | -$23 | -0.00% | |
| Sound View Wealth Advisors Group, Llc | 0.34% | 214,675 | $5,504,290 | $5,504,267 | -$23 | -0.00% | |
| Cyndeo Wealth Partners, Llc | 0.24% | 205,762 | $5,275,732 | $5,275,738 | +$6 | +0.00% | |
| Envestnet Asset Management Inc | 0.00% | 192,529 | $4,936,472 | $4,936,444 | -$28 | -0.00% | |
| United Capital Financial Advisors, Llc | 0.03% | 182,111 | $4,672,973 | $4,669,326 | -$3,647 | -0.08% | |
| Praetorian Wealth Management, Inc. | 0.78% | 177,101 | $4,540,869 | $4,540,870 | +$1 | +0.00% | |
| Raymond James Financial Inc | 0.00% | 175,525 | $4,500,484 | $4,500,461 | -$23 | -0.00% | |
| Commonwealth Equity Services, Llc | 0.00% | 144,163 | $3,696,342 | $3,696,339 | -$3 | -0.00% | |
| Howland Capital Management Llc | 0.13% | 139,972 | $3,588,883 | $3,588,882 | -$1 | -0.00% | |
| Beacon Pointe Advisors, Llc | 0.02% | 135,041 | $3,462,454 | $3,462,451 | -$3 | -0.00% | |
| Coldstream Capital Management Inc | 0.04% | 127,207 | $3,261,601 | $3,261,587 | -$14 | -0.00% | |
| Northcoast Asset Management Llc | 0.06% | 106,153 | $2,721,783 | $2,721,763 | -$20 | -0.00% | |
| Sanctuary Advisors, Llc | 0.01% | 105,460 | $2,704,012 | $2,703,994 | -$18 | -0.00% | |
| Quantum Financial Advisors, Llc | 0.26% | 103,716 | $2,659,289 | $2,659,278 | -$11 | -0.00% | |
| O'Domhnaill Enterprises, Inc. | 2.02% | 102,177 | $2,619,819 | $2,619,818 | -$1 | -0.00% | |
| Moseley Investment Management Inc | 0.79% | 96,858 | $2,482,471 | $2,483,439 | +$968 | +0.04% | |
| Sonata Capital Group Inc | 0.78% | 95,677 | $2,453,159 | $2,453,158 | -$1 | -0.00% | |
| Cetera Investment Advisers | 0.00% | 95,226 | $2,441,601 | $2,441,595 | -$6 | -0.00% | |
| Parkway Wealth Management Group, Llc | 0.28% | 93,239 | $2,390,656 | $2,390,648 | -$8 | -0.00% | |
| Valmark Advisers, Inc. | 0.03% | 91,901 | $2,356,344 | $2,356,342 | -$2 | -0.00% | |
| Atwater Malick Llc | 0.51% | 90,163 | $2,311,779 | $2,311,779 | +$0 | +0.00% | |
| Cwm, Llc | 0.01% | 87,020 | $2,230,320 | $2,231,193 | +$873 | +0.04% | |
| Stifel Financial Corp | 0.00% | 76,943 | $1,972,824 | $1,972,819 | -$5 | -0.00% | |
| Iht Wealth Management, Llc | 0.04% | 76,419 | $1,959,384 | $1,959,383 | -$1 | -0.00% | |
| Blue Square Asset Management, Llc | 0.76% | 74,411 | $1,907,897 | $1,907,898 | +$1 | +0.00% | |
| Kastel Capital Advisors, Llc | 1.16% | 71,546 | $1,833,725 | $1,834,439 | +$714 | +0.04% | |
| Granite Harbor Advisors, Inc. | 0.68% | 67,346 | $1,726,758 | $1,726,751 | -$7 | -0.00% | |
| Scissortail Wealth Management, Llc | 0.32% | 64,989 | $1,666,324 | $1,666,318 | -$6 | -0.00% | |
| Ria Advisory Group Llc | 0.46% | 63,479 | $1,627,597 | $1,627,602 | +$5 | +0.00% | |
| Regions Financial Corp | 0.01% | 62,745 | $1,608,788 | $1,608,782 | -$6 | -0.00% | |
| Kestra Private Wealth Services, Llc | 0.02% | 62,659 | $1,606,566 | $1,606,577 | +$11 | +0.00% | |
| Ameriprise Financial Inc | 0.00% | 61,672 | $1,581,270 | $1,581,270 | +$0 | +0.00% | |
| Royal Bank Of Canada | 0.00% | 59,884 | $1,536,000 | $1,535,426 | -$574 | -0.04% |
Frequently asked questions about IBMO
Who are the largest institutional holders of IBMO?
The largest institutional holders of IBMO reported in the latest SEC Form 13F filings include Bank Of America Corp, Mercer Global Advisors Inc, Rossmore Private Capital, Newedge Advisors, Llc, and Us Bancorp \De\. InsiderSet ranks institutional holders by their latest reported IBMO position.
What is IBMO institutional ownership?
This page tracks IBMO positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2026 TERM (IBMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBMO?
InsiderSet currently tracks 185 institutional managers reporting IBMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBMO shareholders.
How much IBMO stock do institutions own?
Institutional investment managers disclosed approximately $457.26M in IBMO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBMO institutional ownership last updated?
The latest IBMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBMO position after the reporting date.
Are institutions buying or selling IBMO?
Institutional buying and selling can be analyzed by comparing IBMO positions across consecutive 13F reporting periods. InsiderSet's IBMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBMO ownership changes.
How has IBMO institutional ownership changed over time?
InsiderSet tracks IBMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.