IBMQ Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2028 MUNI (IBMQ) is currently held by 203 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $533.84M 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 IBMQ tracked by InsiderSet, reporting ownership valued at approximately $65.12M 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 $64.71M, representing an estimated loss of -0.63% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 46% of the total disclosed IBMQ value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Clearstead Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2028 MUNI (IBMQ).
This page ranks the largest institutional IBMQ 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
203
Total Reported Value
$533.84M
Largest Holder
Bank Of America Corp
Largest Position
$65.12M
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% | 2,545,675 | $65,118,366 | $64,711,059 | -$407,307 | -0.63% | |
| Mercer Global Advisors Inc | 0.07% | 2,063,596 | $52,786,794 | $52,456,610 | -$330,184 | -0.63% | |
| Clearstead Advisors, Llc | 0.24% | 1,011,284 | $25,868,632 | $25,706,839 | -$161,793 | -0.63% | |
| Us Bancorp \De\ | 0.02% | 729,690 | $18,665,470 | $18,548,720 | -$116,750 | -0.63% | |
| Heartwood Wealth Advisors Llc | 1.24% | 623,294 | $15,669,611 | $15,844,133 | +$174,522 | +1.11% | |
| Lbmc Investment Advisors, Llc | 0.80% | 577,987 | $14,784,915 | $14,692,430 | -$92,485 | -0.63% | |
| Lido Advisors, Llc | 0.05% | 550,670 | $14,086,154 | $13,998,031 | -$88,123 | -0.63% | |
| Wells Fargo & Company/Mn | 0.00% | 543,687 | $13,907,513 | $13,820,524 | -$86,989 | -0.63% | |
| Newedge Advisors, Llc | 0.04% | 532,337 | $13,617,186 | $13,532,007 | -$85,179 | -0.63% | |
| Hengehold Capital Management Llc | 0.87% | 453,090 | $11,390,676 | $11,517,548 | +$126,872 | +1.11% | |
| Lpl Financial Llc | 0.00% | 445,124 | $11,386,260 | $11,315,052 | -$71,208 | -0.63% | |
| Ubs Group Ag | 0.00% | 436,913 | $11,176,235 | $11,106,328 | -$69,907 | -0.63% | |
| Covington Investment Advisors Inc. | 1.33% | 402,305 | $10,291,000 | $10,226,593 | -$64,407 | -0.63% | |
| Hills Bank & Trust Co | 0.49% | 397,905 | $10,158,515 | $10,114,745 | -$43,770 | -0.43% | |
| Paradiem, Llc | 2.18% | 395,462 | $10,115,918 | $10,052,644 | -$63,274 | -0.63% | |
| Howland Capital Management Llc | 0.35% | 401,073 | $10,082,976 | $10,195,276 | +$112,300 | +1.11% | |
| Kathmere Capital Management, Llc | 0.44% | 361,046 | $9,076,688 | $9,177,789 | +$101,101 | +1.11% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.11% | 331,471 | $8,333,181 | $8,425,993 | +$92,812 | +1.11% | |
| Praetorian Wealth Management, Inc. | 1.31% | 303,408 | $7,627,677 | $7,712,631 | +$84,954 | +1.11% | |
| Stratos Wealth Advisors, Llc | 0.40% | 284,461 | $7,276,525 | $7,230,999 | -$45,526 | -0.63% | |
| Morgan Stanley | 0.00% | 272,284 | $6,965,026 | $6,921,459 | -$43,567 | -0.63% | |
| Envestnet Asset Management Inc | 0.00% | 266,886 | $6,826,934 | $6,784,242 | -$42,692 | -0.63% | |
| United Capital Financial Advisors, Llc | 0.03% | 187,694 | $4,796,559 | $4,771,181 | -$25,378 | -0.53% | |
| Cyndeo Wealth Partners, Llc | 0.21% | 188,114 | $4,729,187 | $4,781,858 | +$52,671 | +1.11% | |
| Royal Bank Of Canada | 0.00% | 184,153 | $4,711,000 | $4,681,169 | -$29,831 | -0.63% | |
| Stifel Financial Corp | 0.00% | 175,777 | $4,496,380 | $4,468,251 | -$28,129 | -0.63% | |
| Sound View Wealth Advisors Group, Llc | 0.26% | 164,866 | $4,217,260 | $4,190,894 | -$26,366 | -0.63% | |
| Central Trust Co | 0.07% | 154,066 | $3,941,010 | $3,916,358 | -$24,652 | -0.63% | |
| Integrated Wealth Concepts Llc | 0.02% | 145,032 | $3,709,915 | $3,686,713 | -$23,202 | -0.63% | |
| Beacon Pointe Advisors, Llc | 0.02% | 142,123 | $3,635,498 | $3,612,767 | -$22,731 | -0.63% | |
| Leavell Investment Management, Inc. | 0.12% | 132,560 | $3,390,885 | $3,369,675 | -$21,210 | -0.63% | |
| Raymond James Financial Inc | 0.00% | 127,204 | $3,253,874 | $3,233,526 | -$20,348 | -0.63% | |
| Ameriprise Financial Inc | 0.00% | 126,845 | $3,244,690 | $3,224,400 | -$20,290 | -0.63% | |
| Coldstream Capital Management Inc | 0.04% | 123,766 | $3,165,935 | $3,146,132 | -$19,803 | -0.63% | |
| Assetmark, Inc | 0.01% | 124,761 | $3,136,492 | $3,171,425 | +$34,933 | +1.11% | |
| Quantum Financial Advisors, Llc | 0.30% | 121,924 | $3,065,174 | $3,099,308 | +$34,134 | +1.11% | |
| Cypress Point Wealth Management, Llc | 0.32% | 119,536 | $3,005,130 | $3,038,605 | +$33,475 | +1.11% | |
| Sonata Capital Group Inc | 0.84% | 104,737 | $2,633,089 | $2,662,415 | +$29,326 | +1.11% | |
| Commonwealth Equity Services, Llc | 0.00% | 103,981 | $2,614,084 | $2,643,197 | +$29,113 | +1.11% | |
| Atwater Malick Llc | 0.57% | 103,577 | $2,603,926 | $2,632,927 | +$29,001 | +1.11% | |
| Titleist Asset Management, Llc | 0.16% | 99,639 | $2,504,924 | $2,532,823 | +$27,899 | +1.11% | |
| Choreo, Llc | 0.02% | 96,476 | $2,425,394 | $2,452,420 | +$27,026 | +1.11% | |
| Parkway Wealth Management Group, Llc | 0.27% | 93,781 | $2,357,660 | $2,383,913 | +$26,253 | +1.11% | |
| Valmark Advisers, Inc. | 0.02% | 87,768 | $2,245,105 | $2,231,063 | -$14,042 | -0.63% | |
| Cetera Investment Advisers | 0.00% | 87,419 | $2,236,182 | $2,222,191 | -$13,991 | -0.63% | |
| Summit Financial, Llc | 0.02% | 86,695 | $2,217,656 | $2,203,787 | -$13,869 | -0.63% | |
| Mml Investors Services, Llc | 0.00% | 82,605 | $2,113,045 | $2,099,819 | -$13,226 | -0.63% | |
| Spinnaker Trust | 0.10% | 80,729 | $2,065,048 | $2,052,131 | -$12,917 | -0.63% | |
| Sanctuary Advisors, Llc | 0.01% | 78,570 | $2,009,833 | $1,997,249 | -$12,584 | -0.63% | |
| Blue Square Asset Management, Llc | 0.75% | 74,896 | $1,882,878 | $1,903,856 | +$20,978 | +1.11% |
Frequently asked questions about IBMQ
Who are the largest institutional holders of IBMQ?
The largest institutional holders of IBMQ reported in the latest SEC Form 13F filings include Bank Of America Corp, Mercer Global Advisors Inc, Clearstead Advisors, Llc, Us Bancorp \De\, and Heartwood Wealth Advisors Llc. InsiderSet ranks institutional holders by their latest reported IBMQ position.
What is IBMQ institutional ownership?
This page tracks IBMQ positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2028 MUNI (IBMQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBMQ?
InsiderSet currently tracks 203 institutional managers reporting IBMQ 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 IBMQ shareholders.
How much IBMQ stock do institutions own?
Institutional investment managers disclosed approximately $533.84M in IBMQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBMQ institutional ownership last updated?
The latest IBMQ 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 IBMQ 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 IBMQ position after the reporting date.
Are institutions buying or selling IBMQ?
Institutional buying and selling can be analyzed by comparing IBMQ positions across consecutive 13F reporting periods. InsiderSet's IBMQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBMQ ownership changes.
How has IBMQ institutional ownership changed over time?
InsiderSet tracks IBMQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.