ISHARES IBONDS DEC 2028 MUNI (IBMQ) Institutional Shareholders
ISHARES IBONDS DEC 2028 MUNI (IBMQ) 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 $516.29M in IBMQ holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBMQ tracked by InsiderSet, reporting ownership valued at approximately $61.26M 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 $61.17M, representing an estimated loss of -0.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
186
Total Reported Value
$516.29M
Largest Holder
Bank Of America Corp
Largest Position
$61.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
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% | 2,399,611 | $61,262,069 | $61,166,084 | -$95,985 | -0.16% | |
| Mercer Global Advisors Inc | 0.08% | 2,055,854 | $52,485,945 | $52,403,718 | -$82,227 | -0.16% | |
| Clearstead Advisors, Llc | 0.23% | 985,931 | $25,170,815 | $25,131,381 | -$39,434 | -0.16% | |
| Hightower Advisors, Llc | 0.02% | 805,553 | $20,565,915 | $20,533,546 | -$32,369 | -0.16% | |
| Us Bancorp \De\ | 0.02% | 722,996 | $18,458,088 | $18,429,168 | -$28,920 | -0.16% | |
| Heartwood Wealth Advisors Llc | 1.23% | 617,758 | $15,802,250 | $15,746,651 | -$55,599 | -0.35% | |
| Lbmc Investment Advisors, Llc | 0.87% | 559,681 | $14,288,649 | $14,266,269 | -$22,380 | -0.16% | |
| Lido Advisors, Llc | 0.06% | 559,021 | $14,271,834 | $14,249,445 | -$22,389 | -0.16% | |
| Wells Fargo & Company/Mn | 0.00% | 530,441 | $13,542,159 | $13,520,941 | -$21,218 | -0.16% | |
| Hengehold Capital Management Llc | 0.92% | 461,878 | $11,814,831 | $11,773,270 | -$41,561 | -0.35% | |
| Lpl Financial Llc | 0.00% | 425,657 | $10,867,036 | $10,849,997 | -$17,039 | -0.16% | |
| Kathmere Capital Management, Llc | 0.55% | 403,121 | $10,311,827 | $10,275,554 | -$36,273 | -0.35% | |
| Hills Bank & Trust Co | 0.49% | 397,905 | $10,158,515 | $10,142,598 | -$15,917 | -0.16% | |
| Ubs Group Ag | 0.00% | 396,434 | $10,120,960 | $10,105,103 | -$15,857 | -0.16% | |
| Paradiem, Llc | 2.18% | 395,462 | $10,115,918 | $10,080,326 | -$35,592 | -0.35% | |
| Howland Capital Management Llc | 0.35% | 375,297 | $9,600,098 | $9,566,321 | -$33,777 | -0.35% | |
| Praetorian Wealth Management, Inc. | 1.34% | 302,556 | $7,739,383 | $7,712,152 | -$27,231 | -0.35% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 298,680 | $7,625,304 | $7,613,353 | -$11,951 | -0.16% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.10% | 298,060 | $7,624,375 | $7,597,549 | -$26,826 | -0.35% | |
| Envestnet Asset Management Inc | 0.00% | 266,886 | $6,826,934 | $6,802,924 | -$24,010 | -0.35% | |
| Morgan Stanley | 0.00% | 266,529 | $6,804,522 | $6,793,824 | -$10,698 | -0.16% | |
| Stratos Wealth Advisors, Llc | 0.41% | 260,258 | $6,644,388 | $6,633,976 | -$10,412 | -0.16% | |
| Stifel Financial Corp | 0.01% | 224,326 | $5,727,054 | $5,718,070 | -$8,984 | -0.16% | |
| Royal Bank Of Canada | 0.00% | 186,966 | $4,773,000 | $4,765,763 | -$7,237 | -0.15% | |
| Cyndeo Wealth Partners, Llc | 0.22% | 179,513 | $4,591,931 | $4,575,786 | -$16,145 | -0.35% | |
| United Capital Financial Advisors, Llc | 0.03% | 170,016 | $4,336,996 | $4,333,708 | -$3,288 | -0.08% | |
| Sound View Wealth Advisors Group, Llc | 0.28% | 160,924 | $4,108,390 | $4,101,953 | -$6,437 | -0.16% | |
| Central Trust Co | 0.07% | 154,066 | $3,941,010 | $3,927,142 | -$13,868 | -0.35% | |
| Integrated Wealth Concepts Llc | 0.03% | 151,478 | $3,867,232 | $3,861,174 | -$6,058 | -0.16% | |
| Beacon Pointe Advisors, Llc | 0.02% | 141,678 | $3,617,037 | $3,611,372 | -$5,665 | -0.16% | |
| Leavell Investment Management, Inc. | 0.12% | 132,560 | $3,390,885 | $3,378,954 | -$11,931 | -0.35% | |
| Raymond James Financial Inc | 0.00% | 126,765 | $3,236,306 | $3,231,240 | -$5,066 | -0.16% | |
| Quantum Financial Advisors, Llc | 0.31% | 123,149 | $3,150,163 | $3,139,068 | -$11,095 | -0.35% | |
| Coldstream Capital Management Inc | 0.04% | 122,804 | $3,135,187 | $3,130,274 | -$4,913 | -0.16% | |
| Cypress Point Wealth Management, Llc | 0.62% | 119,536 | $3,057,726 | $3,046,973 | -$10,753 | -0.35% | |
| Assetmark, Inc | 0.01% | 118,317 | $3,026,549 | $3,015,900 | -$10,649 | -0.35% | |
| Sonata Capital Group Inc | 0.86% | 104,442 | $2,671,627 | $2,662,227 | -$9,400 | -0.35% | |
| Atwater Malick Llc | 0.57% | 101,618 | $2,599,388 | $2,590,243 | -$9,145 | -0.35% | |
| Parkway Wealth Management Group, Llc | 0.30% | 100,372 | $2,567,514 | $2,558,482 | -$9,032 | -0.35% | |
| Titleist Asset Management, Llc | 0.17% | 99,285 | $2,539,710 | $2,530,775 | -$8,935 | -0.35% | |
| Ameriprise Financial Inc | 0.00% | 99,016 | $2,527,870 | $2,523,918 | -$3,952 | -0.16% | |
| Cetera Investment Advisers | 0.00% | 88,356 | $2,255,724 | $2,252,194 | -$3,530 | -0.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 87,590 | $2,240,551 | $2,232,669 | -$7,882 | -0.35% | |
| Spinnaker Trust | 0.10% | 80,729 | $2,065,048 | $2,057,782 | -$7,266 | -0.35% | |
| Sanctuary Advisors, Llc | 0.01% | 78,206 | $1,996,608 | $1,993,471 | -$3,137 | -0.16% | |
| Valmark Advisers, Inc. | 0.02% | 78,180 | $1,995,926 | $1,992,808 | -$3,118 | -0.16% | |
| Focus Partners Wealth | 0.00% | 75,005 | $1,914,878 | $1,911,877 | -$3,001 | -0.16% | |
| Blue Square Asset Management, Llc | 0.77% | 74,490 | $1,905,446 | $1,898,750 | -$6,696 | -0.35% | |
| Atlantic Union Bankshares Corp | 0.04% | 73,026 | $1,864,354 | $1,861,433 | -$2,921 | -0.16% | |
| Cwm, Llc | 0.00% | 72,553 | $1,852,270 | $1,849,376 | -$2,894 | -0.16% |
Frequently asked questions about IBMQ
Who owns the most IBMQ stock?
The largest holders of IBMQ 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 2028 MUNI (IBMQ).
Is IBMQ widely held by superinvestors?
Many widely followed stocks like IBMQ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBMQ 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.