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 $453.53M 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 $50.94M in its March 31, 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 $50.98M, representing an estimated gain of +0.08% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
188
Total Reported Value
$453.53M
Largest Holder
Bank Of America Corp
Largest Position
$50.94M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
137
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% | 1,987,582 | $50,941,726 | $50,981,478 | +$39,752 | +0.08% | |
| Mercer Global Advisors Inc | 0.06% | 1,577,995 | $40,444,011 | $40,475,572 | +$31,561 | +0.08% | |
| Rossmore Private Capital | 3.01% | 1,443,221 | $37,004,331 | $37,018,619 | +$14,288 | +0.04% | |
| Us Bancorp \De\ | 0.02% | 643,862 | $16,502,183 | $16,515,060 | +$12,877 | +0.08% | |
| Lido Advisors, Llc | 0.06% | 568,737 | $14,576,740 | $14,588,104 | +$11,364 | +0.08% | |
| Kathmere Capital Management, Llc | 0.75% | 553,898 | $14,201,990 | $14,207,484 | +$5,494 | +0.04% | |
| Lbmc Investment Advisors, Llc | 0.82% | 525,143 | $13,459,426 | $13,469,918 | +$10,492 | +0.08% | |
| Wells Fargo & Company/Mn | 0.00% | 463,630 | $11,882,839 | $11,892,110 | +$9,271 | +0.08% | |
| Lpl Financial Llc | 0.00% | 404,317 | $10,362,646 | $10,370,731 | +$8,085 | +0.08% | |
| Hills Bank & Trust Co | 0.48% | 390,183 | $10,000,390 | $10,008,194 | +$7,804 | +0.08% | |
| Ubs Group Ag | 0.00% | 381,308 | $9,772,924 | $9,780,550 | +$7,626 | +0.08% | |
| Integrated Wealth Concepts Llc | 0.07% | 366,495 | $9,393,268 | $9,400,597 | +$7,329 | +0.08% | |
| Morgan Stanley | 0.00% | 332,002 | $8,509,215 | $8,515,851 | +$6,636 | +0.08% | |
| Paradiem, Llc | 1.63% | 294,149 | $7,542,010 | $7,544,922 | +$2,912 | +0.04% | |
| Leavell Investment Management, Inc. | 0.26% | 273,821 | $7,020,798 | $7,023,509 | +$2,711 | +0.04% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.09% | 269,719 | $6,915,623 | $6,918,292 | +$2,669 | +0.04% | |
| Hightower Advisors, Llc | 0.01% | 268,149 | $6,872,668 | $6,878,022 | +$5,354 | +0.08% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 253,070 | $6,486,190 | $6,491,246 | +$5,056 | +0.08% | |
| Sound View Wealth Advisors Group, Llc | 0.40% | 227,642 | $5,834,466 | $5,839,017 | +$4,551 | +0.08% | |
| Central Trust Co | 0.10% | 215,592 | $5,527,802 | $5,529,935 | +$2,133 | +0.04% | |
| Cyndeo Wealth Partners, Llc | 0.24% | 201,206 | $5,158,942 | $5,160,934 | +$1,992 | +0.04% | |
| Praetorian Wealth Management, Inc. | 0.88% | 198,055 | $5,078,150 | $5,080,111 | +$1,961 | +0.04% | |
| Envestnet Asset Management Inc | 0.00% | 182,173 | $4,669,094 | $4,672,737 | +$3,643 | +0.08% | |
| Raymond James Financial Inc | 0.00% | 178,247 | $4,568,478 | $4,572,036 | +$3,558 | +0.08% | |
| Howland Capital Management Llc | 0.16% | 174,672 | $4,478,608 | $4,480,337 | +$1,729 | +0.04% | |
| United Capital Financial Advisors, Llc | 0.03% | 167,291 | $4,292,758 | $4,291,014 | -$1,744 | -0.04% | |
| Commonwealth Equity Services, Llc | 0.00% | 149,069 | $3,822,138 | $3,823,620 | +$1,482 | +0.04% | |
| Beacon Pointe Advisors, Llc | 0.02% | 140,452 | $3,599,793 | $3,602,594 | +$2,801 | +0.08% | |
| Psi Advisors, Llc | 0.81% | 131,848 | $3,379,265 | $3,381,901 | +$2,636 | +0.08% | |
| Coldstream Capital Management Inc | 0.04% | 127,878 | $3,277,514 | $3,280,071 | +$2,557 | +0.08% | |
| Sanctuary Advisors, Llc | 0.01% | 104,961 | $2,690,152 | $2,692,250 | +$2,098 | +0.08% | |
| Wick Capital Partners, Llc | 0.49% | 104,047 | $2,666,725 | $2,668,806 | +$2,081 | +0.08% | |
| Quantum Financial Advisors, Llc | 0.26% | 103,716 | $2,659,289 | $2,660,315 | +$1,026 | +0.04% | |
| Northcoast Asset Management Llc | 0.06% | 103,175 | $2,644,378 | $2,646,439 | +$2,061 | +0.08% | |
| Cetera Investment Advisers | 0.00% | 98,902 | $2,534,848 | $2,536,836 | +$1,988 | +0.08% | |
| Parkway Wealth Management Group, Llc | 0.29% | 98,369 | $2,522,183 | $2,523,165 | +$982 | +0.04% | |
| Moseley Investment Management Inc | 0.79% | 96,858 | $2,482,471 | $2,484,408 | +$1,937 | +0.08% | |
| Sonata Capital Group Inc | 0.79% | 95,677 | $2,453,168 | $2,454,115 | +$947 | +0.04% | |
| Atwater Malick Llc | 0.50% | 90,163 | $2,311,788 | $2,312,681 | +$893 | +0.04% | |
| Ameriprise Financial Inc | 0.00% | 87,994 | $2,255,289 | $2,257,046 | +$1,757 | +0.08% | |
| Cwm, Llc | 0.01% | 87,020 | $2,230,320 | $2,232,063 | +$1,743 | +0.08% | |
| Valmark Advisers, Inc. | 0.02% | 81,353 | $2,085,065 | $2,086,704 | +$1,639 | +0.08% | |
| Stifel Financial Corp | 0.00% | 76,019 | $1,948,369 | $1,949,887 | +$1,518 | +0.08% | |
| Iht Wealth Management, Llc | 0.05% | 75,968 | $1,947,059 | $1,948,579 | +$1,520 | +0.08% | |
| Ria Advisory Group Llc | 0.43% | 75,215 | $1,928,522 | $1,929,265 | +$743 | +0.04% | |
| Blue Square Asset Management, Llc | 0.77% | 74,014 | $1,897,715 | $1,898,459 | +$744 | +0.04% | |
| Jane Street Group, Llc | 0.00% | 73,414 | $1,881,601 | $1,883,069 | +$1,468 | +0.08% | |
| New England Private Wealth Advisors Llc | 0.22% | 73,357 | $1,880,133 | $1,881,607 | +$1,474 | +0.08% | |
| Focus Partners Wealth | 0.00% | 72,066 | $1,847,052 | $1,848,493 | +$1,441 | +0.08% | |
| Kastel Capital Advisors, Llc | 1.16% | 71,546 | $1,833,725 | $1,835,155 | +$1,430 | +0.08% |
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.