IBMP Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2027 TERM (IBMP) is currently held by 192 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $521.27M 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 IBMP tracked by InsiderSet, reporting ownership valued at approximately $67.63M 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 $67.42M, representing an estimated loss of -0.31% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed IBMP value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2027 TERM (IBMP).
This page ranks the largest institutional IBMP 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
192
Total Reported Value
$521.27M
Largest Holder
Bank Of America Corp
Largest Position
$67.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
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% | 2,660,591 | $67,632,223 | $67,419,376 | -$212,847 | -0.31% | |
| Mercer Global Advisors Inc | 0.06% | 1,841,644 | $46,814,593 | $46,667,259 | -$147,334 | -0.31% | |
| Wells Fargo & Company/Mn | 0.00% | 1,062,105 | $26,998,709 | $26,913,741 | -$84,968 | -0.31% | |
| Clearstead Advisors, Llc | 0.24% | 1,001,027 | $25,446,110 | $25,366,024 | -$80,086 | -0.31% | |
| Us Bancorp \De\ | 0.02% | 745,224 | $18,943,596 | $18,883,976 | -$59,620 | -0.31% | |
| Heartwood Wealth Advisors Llc | 1.40% | 703,566 | $17,758,006 | $17,828,362 | +$70,356 | +0.40% | |
| Lbmc Investment Advisors, Llc | 0.81% | 584,924 | $14,868,761 | $14,821,974 | -$46,787 | -0.31% | |
| Lido Advisors, Llc | 0.05% | 547,234 | $13,910,697 | $13,866,910 | -$43,787 | -0.31% | |
| Lpl Financial Llc | 0.00% | 525,026 | $13,346,160 | $13,304,159 | -$42,001 | -0.31% | |
| Newedge Advisors, Llc | 0.04% | 523,606 | $13,310,065 | $13,268,176 | -$41,889 | -0.31% | |
| Kathmere Capital Management, Llc | 0.58% | 468,805 | $11,832,639 | $11,879,519 | +$46,880 | +0.40% | |
| Hills Bank & Trust Co | 0.55% | 443,458 | $11,281,572 | $11,237,226 | -$44,346 | -0.39% | |
| Ubs Group Ag | 0.00% | 413,349 | $10,507,332 | $10,474,264 | -$33,068 | -0.31% | |
| Morgan Stanley | 0.00% | 390,504 | $9,926,632 | $9,895,371 | -$31,261 | -0.31% | |
| Covington Investment Advisors Inc. | 1.24% | 378,345 | $9,618,000 | $9,587,262 | -$30,738 | -0.32% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.12% | 351,742 | $8,877,969 | $8,913,142 | +$35,173 | +0.40% | |
| Praetorian Wealth Management, Inc. | 1.20% | 277,599 | $7,006,598 | $7,034,359 | +$27,761 | +0.40% | |
| Howland Capital Management Llc | 0.24% | 269,545 | $6,803,316 | $6,830,270 | +$26,954 | +0.40% | |
| Paradiem, Llc | 1.36% | 248,470 | $6,316,107 | $6,296,230 | -$19,877 | -0.31% | |
| Cyndeo Wealth Partners, Llc | 0.24% | 210,042 | $5,301,466 | $5,322,464 | +$20,998 | +0.40% | |
| Integrated Wealth Concepts Llc | 0.03% | 201,861 | $5,131,299 | $5,115,158 | -$16,141 | -0.31% | |
| Envestnet Asset Management Inc | 0.00% | 200,570 | $5,098,488 | $5,082,444 | -$16,044 | -0.31% | |
| Sound View Wealth Advisors Group, Llc | 0.31% | 198,399 | $5,043,304 | $5,027,431 | -$15,873 | -0.31% | |
| United Capital Financial Advisors, Llc | 0.03% | 186,296 | $4,732,579 | $4,720,741 | -$11,838 | -0.25% | |
| Leavell Investment Management, Inc. | 0.17% | 180,734 | $4,594,258 | $4,579,800 | -$14,458 | -0.31% | |
| Commonwealth Equity Services, Llc | 0.01% | 174,701 | $4,440,911 | $4,426,923 | -$13,988 | -0.31% | |
| Central Trust Co | 0.07% | 157,338 | $3,999,533 | $3,986,945 | -$12,588 | -0.31% | |
| Raymond James Financial Inc | 0.00% | 153,021 | $3,889,795 | $3,877,552 | -$12,243 | -0.31% | |
| Beacon Pointe Advisors, Llc | 0.02% | 138,170 | $3,512,290 | $3,501,228 | -$11,062 | -0.31% | |
| Stifel Financial Corp | 0.00% | 135,194 | $3,436,632 | $3,425,816 | -$10,816 | -0.31% | |
| Assetmark, Inc | 0.01% | 130,603 | $3,296,420 | $3,309,480 | +$13,060 | +0.40% | |
| Quantum Financial Advisors, Llc | 0.31% | 123,842 | $3,148,072 | $3,138,156 | -$9,916 | -0.31% | |
| Sanctuary Advisors, Llc | 0.01% | 120,344 | $3,059,146 | $3,049,517 | -$9,629 | -0.31% | |
| Royal Bank Of Canada | 0.00% | 118,304 | $3,007,000 | $2,997,823 | -$9,177 | -0.31% | |
| Coldstream Capital Management Inc | 0.03% | 109,890 | $2,793,404 | $2,784,613 | -$8,791 | -0.31% | |
| Northcoast Asset Management Llc | 0.06% | 107,271 | $2,726,851 | $2,718,247 | -$8,604 | -0.32% | |
| Atwater Malick Llc | 0.57% | 101,793 | $2,569,255 | $2,579,435 | +$10,180 | +0.40% | |
| Sonata Capital Group Inc | 0.82% | 101,741 | $2,567,943 | $2,578,117 | +$10,174 | +0.40% | |
| Titleist Asset Management, Llc | 0.16% | 99,456 | $2,510,269 | $2,520,215 | +$9,946 | +0.40% | |
| Postrock Partners Llc | 1.02% | 98,576 | $2,505,802 | $2,497,916 | -$7,886 | -0.31% | |
| Summit Financial, Llc | 0.03% | 97,017 | $2,466,164 | $2,458,411 | -$7,753 | -0.31% | |
| Glenview Trust Co | 0.03% | 95,250 | $2,404,109 | $2,413,635 | +$9,526 | +0.40% | |
| Parkway Wealth Management Group, Llc | 0.27% | 94,412 | $2,382,947 | $2,392,400 | +$9,453 | +0.40% | |
| Ameriprise Financial Inc | 0.00% | 88,899 | $2,259,816 | $2,252,701 | -$7,115 | -0.31% | |
| Valmark Advisers, Inc. | 0.02% | 88,719 | $2,255,227 | $2,248,139 | -$7,088 | -0.31% | |
| Osaic Holdings, Inc. | 0.00% | 86,880 | $2,208,528 | $2,201,539 | -$6,989 | -0.32% | |
| Cetera Investment Advisers | 0.00% | 85,265 | $2,167,445 | $2,160,615 | -$6,830 | -0.32% | |
| Spinnaker Trust | 0.10% | 84,490 | $2,147,736 | $2,140,977 | -$6,759 | -0.31% | |
| Cwm, Llc | 0.01% | 82,751 | $2,105,176 | $2,096,910 | -$8,266 | -0.39% | |
| Granite Harbor Advisors, Inc. | 0.77% | 76,411 | $1,942,368 | $1,936,255 | -$6,113 | -0.31% |
Frequently asked questions about IBMP
Who are the largest institutional holders of IBMP?
The largest institutional holders of IBMP reported in the latest SEC Form 13F filings include Bank Of America Corp, Mercer Global Advisors Inc, Wells Fargo & Company/Mn, Clearstead Advisors, Llc, and Us Bancorp \De\. InsiderSet ranks institutional holders by their latest reported IBMP position.
What is IBMP institutional ownership?
This page tracks IBMP positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2027 TERM (IBMP) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBMP?
InsiderSet currently tracks 192 institutional managers reporting IBMP 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 IBMP shareholders.
How much IBMP stock do institutions own?
Institutional investment managers disclosed approximately $521.27M in IBMP holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBMP institutional ownership last updated?
The latest IBMP 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 IBMP 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 IBMP position after the reporting date.
Are institutions buying or selling IBMP?
Institutional buying and selling can be analyzed by comparing IBMP positions across consecutive 13F reporting periods. InsiderSet's IBMP Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBMP ownership changes.
How has IBMP institutional ownership changed over time?
InsiderSet tracks IBMP institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.