ISHARES IBONDS DEC 2027 TERM (IBMP) Institutional Shareholders
ISHARES IBONDS DEC 2027 TERM (IBMP) 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 $505.61M in IBMP holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBMP tracked by InsiderSet, reporting ownership valued at approximately $59.96M 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 $59.81M, representing an estimated loss of -0.24% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% 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
186
Total Reported Value
$505.61M
Largest Holder
Bank Of America Corp
Largest Position
$59.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
124
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% | 2,356,723 | $59,955,033 | $59,813,630 | -$141,403 | -0.24% | |
| Mercer Global Advisors Inc | 0.07% | 1,747,444 | $44,454,970 | $44,350,129 | -$104,841 | -0.24% | |
| Wells Fargo & Company/Mn | 0.01% | 1,041,667 | $26,500,008 | $26,437,508 | -$62,500 | -0.24% | |
| Hightower Advisors, Llc | 0.03% | 985,403 | $25,068,777 | $25,009,528 | -$59,249 | -0.24% | |
| Clearstead Advisors, Llc | 0.23% | 976,335 | $24,837,955 | $24,779,382 | -$58,573 | -0.24% | |
| Heartwood Wealth Advisors Llc | 1.38% | 697,944 | $17,741,736 | $17,713,819 | -$27,917 | -0.16% | |
| Us Bancorp \De\ | 0.02% | 693,830 | $17,651,036 | $17,609,405 | -$41,631 | -0.24% | |
| Lbmc Investment Advisors, Llc | 0.88% | 566,726 | $14,417,505 | $14,383,506 | -$33,999 | -0.24% | |
| Lido Advisors, Llc | 0.06% | 560,542 | $14,260,217 | $14,226,556 | -$33,661 | -0.24% | |
| Lpl Financial Llc | 0.00% | 492,697 | $12,534,220 | $12,504,650 | -$29,570 | -0.24% | |
| Hills Bank & Trust Co | 0.55% | 443,458 | $11,281,572 | $11,254,964 | -$26,608 | -0.24% | |
| Kathmere Capital Management, Llc | 0.64% | 406,428 | $10,339,537 | $10,315,143 | -$24,394 | -0.24% | |
| Morgan Stanley | 0.00% | 392,269 | $9,979,343 | $9,955,787 | -$23,556 | -0.24% | |
| Ubs Group Ag | 0.00% | 375,781 | $9,559,869 | $9,537,322 | -$22,547 | -0.24% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.10% | 309,899 | $7,877,633 | $7,865,237 | -$12,396 | -0.16% | |
| Praetorian Wealth Management, Inc. | 1.25% | 285,165 | $7,248,894 | $7,237,488 | -$11,406 | -0.16% | |
| Paradiem, Llc | 1.36% | 248,470 | $6,316,107 | $6,306,169 | -$9,938 | -0.16% | |
| Howland Capital Management Llc | 0.23% | 247,525 | $6,292,086 | $6,282,185 | -$9,902 | -0.16% | |
| Integrated Wealth Concepts Llc | 0.04% | 207,105 | $5,268,741 | $5,256,325 | -$12,416 | -0.24% | |
| Cyndeo Wealth Partners, Llc | 0.24% | 204,049 | $5,186,933 | $5,178,764 | -$8,169 | -0.16% | |
| Envestnet Asset Management Inc | 0.00% | 201,076 | $5,115,370 | $5,103,309 | -$12,061 | -0.24% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 199,880 | $5,084,951 | $5,072,954 | -$11,997 | -0.24% | |
| Sound View Wealth Advisors Group, Llc | 0.34% | 197,983 | $5,036,693 | $5,024,809 | -$11,884 | -0.24% | |
| Leavell Investment Management, Inc. | 0.17% | 180,734 | $4,594,258 | $4,587,029 | -$7,229 | -0.16% | |
| United Capital Financial Advisors, Llc | 0.03% | 170,486 | $4,328,408 | $4,326,935 | -$1,473 | -0.03% | |
| Commonwealth Equity Services, Llc | 0.01% | 169,748 | $4,318,392 | $4,308,204 | -$10,188 | -0.24% | |
| Central Trust Co | 0.08% | 164,903 | $4,195,135 | $4,185,238 | -$9,897 | -0.24% | |
| Raymond James Financial Inc | 0.00% | 151,351 | $3,850,359 | $3,841,288 | -$9,071 | -0.24% | |
| Beacon Pointe Advisors, Llc | 0.02% | 136,941 | $3,483,768 | $3,475,563 | -$8,205 | -0.24% | |
| Stifel Financial Corp | 0.00% | 132,836 | $3,379,354 | $3,371,378 | -$7,976 | -0.24% | |
| Wick Capital Partners, Llc | 0.58% | 124,430 | $3,165,499 | $3,158,033 | -$7,466 | -0.24% | |
| Quantum Financial Advisors, Llc | 0.31% | 123,842 | $3,148,072 | $3,143,110 | -$4,962 | -0.16% | |
| Sanctuary Advisors, Llc | 0.02% | 119,585 | $3,042,234 | $3,035,067 | -$7,167 | -0.24% | |
| Royal Bank Of Canada | 0.00% | 114,098 | $2,903,000 | $2,895,807 | -$7,193 | -0.25% | |
| Coldstream Capital Management Inc | 0.03% | 108,914 | $2,770,773 | $2,764,237 | -$6,536 | -0.24% | |
| Sonata Capital Group Inc | 0.87% | 106,489 | $2,706,951 | $2,702,691 | -$4,260 | -0.16% | |
| Northcoast Asset Management Llc | 0.06% | 104,250 | $2,652,144 | $2,645,865 | -$6,279 | -0.24% | |
| Parkway Wealth Management Group, Llc | 0.30% | 101,149 | $2,571,214 | $2,567,162 | -$4,052 | -0.16% | |
| Titleist Asset Management, Llc | 0.17% | 101,032 | $2,568,233 | $2,564,192 | -$4,041 | -0.16% | |
| Atwater Malick Llc | 0.55% | 99,822 | $2,537,475 | $2,533,482 | -$3,993 | -0.16% | |
| Postrock Partners Llc | 1.02% | 98,576 | $2,505,802 | $2,501,859 | -$3,943 | -0.16% | |
| Psi Advisors, Llc | 0.56% | 91,110 | $2,317,838 | $2,312,372 | -$5,466 | -0.24% | |
| Glenview Trust Co | 0.04% | 90,149 | $2,293,389 | $2,287,982 | -$5,407 | -0.24% | |
| Assetmark, Inc | 0.00% | 89,513 | $2,277,211 | $2,271,840 | -$5,371 | -0.24% | |
| Cetera Investment Advisers | 0.00% | 85,886 | $2,184,939 | $2,179,787 | -$5,152 | -0.24% | |
| Focus Partners Wealth | 0.00% | 83,285 | $2,118,770 | $2,113,773 | -$4,997 | -0.24% | |
| Osaic Holdings, Inc. | 0.00% | 83,023 | $2,112,135 | $2,107,124 | -$5,011 | -0.24% | |
| Cwm, Llc | 0.01% | 82,751 | $2,105,176 | $2,100,220 | -$4,956 | -0.24% | |
| Valmark Advisers, Inc. | 0.02% | 76,893 | $1,956,152 | $1,951,544 | -$4,608 | -0.24% | |
| Kastel Capital Advisors, Llc | 1.21% | 74,959 | $1,906,969 | $1,902,459 | -$4,510 | -0.24% |
Frequently asked questions about IBMP
Who owns the most IBMP stock?
The largest holders of IBMP 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 2027 TERM (IBMP).
Is IBMP widely held by superinvestors?
Many widely followed stocks like IBMP appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBMP 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.