IBMR Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2029 M BD (IBMR) is currently held by 150 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $373.40M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of IBMR tracked by InsiderSet, reporting ownership valued at approximately $44.19M 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 $43.85M, representing an estimated loss of -0.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed IBMR value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Bank Of America Corp, Clearstead Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2029 M BD (IBMR).
This page ranks the largest institutional IBMR 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
150
Total Reported Value
$373.40M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$44.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
84
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 0.05% | 1,740,491 | $44,191,060 | $43,851,671 | -$339,389 | -0.77% | |
| Bank Of America Corp | 0.00% | 1,706,589 | $43,330,294 | $42,997,510 | -$332,784 | -0.77% | |
| Clearstead Advisors, Llc | 0.24% | 1,006,875 | $25,564,567 | $25,368,216 | -$196,351 | -0.77% | |
| Lbmc Investment Advisors, Llc | 0.72% | 520,275 | $13,209,788 | $13,108,329 | -$101,459 | -0.77% | |
| Wells Fargo & Company/Mn | 0.00% | 438,879 | $11,143,138 | $11,057,556 | -$85,582 | -0.77% | |
| Us Bancorp \De\ | 0.01% | 423,777 | $10,759,698 | $10,677,062 | -$82,636 | -0.77% | |
| Paradiem, Llc | 2.17% | 396,376 | $10,063,987 | $9,986,693 | -$77,294 | -0.77% | |
| Lido Advisors, Llc | 0.03% | 338,574 | $8,596,415 | $8,530,372 | -$66,043 | -0.77% | |
| Novem Group | 0.84% | 371,342 | $8,425,748 | $9,355,962 | +$930,214 | +11.04% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.11% | 331,319 | $8,193,519 | $8,347,582 | +$154,063 | +1.88% | |
| Covington Investment Advisors Inc. | 1.05% | 319,610 | $8,115,000 | $8,052,574 | -$62,426 | -0.77% | |
| Lpl Financial Llc | 0.00% | 281,078 | $7,136,558 | $7,081,760 | -$54,798 | -0.77% | |
| Raymond James Financial Inc | 0.00% | 266,224 | $6,759,418 | $6,707,514 | -$51,904 | -0.77% | |
| Kathmere Capital Management, Llc | 0.33% | 272,064 | $6,728,143 | $6,854,652 | +$126,509 | +1.88% | |
| Envestnet Asset Management Inc | 0.00% | 262,751 | $6,671,253 | $6,620,011 | -$51,242 | -0.77% | |
| Praetorian Wealth Management, Inc. | 1.10% | 259,842 | $6,425,892 | $6,546,719 | +$120,827 | +1.88% | |
| Ubs Group Ag | 0.00% | 233,264 | $5,922,572 | $5,877,086 | -$45,486 | -0.77% | |
| Morgan Stanley | 0.00% | 197,333 | $5,010,285 | $4,971,805 | -$38,480 | -0.77% | |
| Cyndeo Wealth Partners, Llc | 0.22% | 193,513 | $4,785,587 | $4,875,560 | +$89,973 | +1.88% | |
| United Capital Financial Advisors, Llc | 0.03% | 185,667 | $4,708,951 | $4,677,880 | -$31,071 | -0.66% | |
| Stifel Financial Corp | 0.00% | 171,140 | $4,345,246 | $4,311,872 | -$33,374 | -0.77% | |
| Howland Capital Management Llc | 0.14% | 159,795 | $3,951,731 | $4,026,035 | +$74,304 | +1.88% | |
| Kesler, Norman & Wride, Llc | 0.61% | 165,926 | $3,842,842 | $4,180,506 | +$337,664 | +8.79% | |
| Coldstream Capital Management Inc | 0.04% | 135,517 | $3,440,777 | $3,414,351 | -$26,426 | -0.77% | |
| Central Trust Co | 0.06% | 131,688 | $3,343,559 | $3,317,879 | -$25,680 | -0.77% | |
| Littlejohn Financial Services, Inc. | 2.40% | 142,624 | $3,303,179 | $3,593,412 | +$290,233 | +8.79% | |
| Assetmark, Inc | 0.01% | 129,743 | $3,208,544 | $3,268,875 | +$60,331 | +1.88% | |
| Cypress Point Wealth Management, Llc | 0.62% | 119,718 | $3,039,645 | $3,016,295 | -$23,350 | -0.77% | |
| Integrated Wealth Concepts Llc | 0.02% | 115,242 | $2,925,993 | $2,903,522 | -$22,471 | -0.77% | |
| Royal Bank Of Canada | 0.00% | 113,280 | $2,876,000 | $2,854,090 | -$21,910 | -0.76% | |
| Commonwealth Equity Services, Llc | 0.00% | 111,191 | $2,749,759 | $2,801,457 | +$51,698 | +1.88% | |
| Choreo, Llc | 0.03% | 106,150 | $2,625,099 | $2,674,449 | +$49,350 | +1.88% | |
| Summit Financial, Llc | 0.03% | 99,608 | $2,529,049 | $2,509,624 | -$19,425 | -0.77% | |
| Leavell Investment Management, Inc. | 0.09% | 92,949 | $2,359,975 | $2,341,850 | -$18,125 | -0.77% | |
| Parkway Wealth Management Group, Llc | 0.27% | 94,196 | $2,329,461 | $2,373,268 | +$43,807 | +1.88% | |
| Confluence Investment Management Llc | 0.04% | 87,116 | $2,154,379 | $2,194,888 | +$40,509 | +1.88% | |
| Kestra Advisory Services, Llc | 0.01% | 86,546 | $2,140,294 | $2,180,526 | +$40,232 | +1.88% | |
| Cetera Investment Advisers | 0.00% | 82,839 | $2,103,284 | $2,087,129 | -$16,155 | -0.77% | |
| Valmark Advisers, Inc. | 0.02% | 82,750 | $2,101,034 | $2,084,886 | -$16,148 | -0.77% | |
| Benjamin Edwards Inc | 0.02% | 78,598 | $1,995,559 | $1,980,277 | -$15,282 | -0.77% | |
| Sound View Wealth Advisors Group, Llc | 0.12% | 77,650 | $1,971,534 | $1,956,392 | -$15,142 | -0.77% | |
| Curbstone Financial Management Corp | 0.33% | 78,120 | $1,931,908 | $1,968,233 | +$36,325 | +1.88% | |
| Mml Investors Services, Llc | 0.00% | 75,855 | $1,925,961 | $1,911,167 | -$14,794 | -0.77% | |
| Woodmont Investment Counsel Llc | 0.10% | 76,669 | $1,896,024 | $1,931,675 | +$35,651 | +1.88% | |
| Spinnaker Trust | 0.09% | 74,499 | $1,891,530 | $1,877,002 | -$14,528 | -0.77% | |
| Atlantic Union Bankshares Corp | 0.03% | 73,068 | $1,855,196 | $1,840,948 | -$14,248 | -0.77% | |
| Granite Harbor Advisors, Inc. | 0.70% | 70,078 | $1,779,280 | $1,765,615 | -$13,665 | -0.77% | |
| Ellis Investment Partners, Llc | 0.27% | 71,836 | $1,776,514 | $1,809,908 | +$33,394 | +1.88% | |
| Members Wealth Llc | 0.85% | 68,473 | $1,693,671 | $1,725,177 | +$31,506 | +1.86% | |
| Newedge Advisors, Llc | 0.00% | 63,985 | $1,624,588 | $1,612,102 | -$12,486 | -0.77% |
Frequently asked questions about IBMR
Who are the largest institutional holders of IBMR?
The largest institutional holders of IBMR reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Bank Of America Corp, Clearstead Advisors, Llc, Lbmc Investment Advisors, Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported IBMR position.
What is IBMR institutional ownership?
This page tracks IBMR positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2029 M BD (IBMR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBMR?
InsiderSet currently tracks 150 institutional managers reporting IBMR 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 IBMR shareholders.
How much IBMR stock do institutions own?
Institutional investment managers disclosed approximately $373.40M in IBMR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBMR institutional ownership last updated?
The latest IBMR 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 IBMR 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 IBMR position after the reporting date.
Are institutions buying or selling IBMR?
Institutional buying and selling can be analyzed by comparing IBMR positions across consecutive 13F reporting periods. InsiderSet's IBMR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBMR ownership changes.
How has IBMR institutional ownership changed over time?
InsiderSet tracks IBMR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.