ISHARES IBONDS DEC 2029 M BD (IBMR) Institutional Shareholders
ISHARES IBONDS DEC 2029 M BD (IBMR) 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 $346.72M in IBMR holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of IBMR tracked by InsiderSet, reporting ownership valued at approximately $43.60M 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 $43.39M, representing an estimated loss of -0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% 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
130
Total Reported Value
$346.72M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$43.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
148
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 | 0.06% | 1,720,098 | $43,604,484 | $43,389,472 | -$215,012 | -0.49% | |
| Bank Of America Corp | 0.00% | 1,537,562 | $38,977,196 | $38,785,001 | -$192,195 | -0.49% | |
| Clearstead Advisors, Llc | 0.23% | 979,870 | $24,839,699 | $24,717,221 | -$122,478 | -0.49% | |
| Hightower Advisors, Llc | 0.02% | 732,945 | $18,580,045 | $18,488,538 | -$91,507 | -0.49% | |
| Lbmc Investment Advisors, Llc | 0.75% | 487,494 | $12,357,979 | $12,297,036 | -$60,943 | -0.49% | |
| Wells Fargo & Company/Mn | 0.00% | 421,348 | $10,681,172 | $10,628,503 | -$52,669 | -0.49% | |
| Paradiem, Llc | 2.17% | 396,376 | $10,063,987 | $9,998,585 | -$65,402 | -0.65% | |
| Us Bancorp \De\ | 0.01% | 383,636 | $9,725,173 | $9,677,218 | -$47,955 | -0.49% | |
| Lido Advisors, Llc | 0.03% | 347,339 | $8,805,066 | $8,761,626 | -$43,440 | -0.49% | |
| Kathmere Capital Management, Llc | 0.43% | 272,834 | $6,916,342 | $6,882,238 | -$34,104 | -0.49% | |
| Raymond James Financial Inc | 0.00% | 255,404 | $6,474,504 | $6,442,566 | -$31,938 | -0.49% | |
| Praetorian Wealth Management, Inc. | 1.11% | 253,195 | $6,428,621 | $6,386,844 | -$41,777 | -0.65% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.08% | 250,503 | $6,360,272 | $6,318,938 | -$41,334 | -0.65% | |
| Lpl Financial Llc | 0.00% | 247,224 | $6,267,137 | $6,236,225 | -$30,912 | -0.49% | |
| Ubs Group Ag | 0.00% | 224,128 | $5,681,645 | $5,653,629 | -$28,016 | -0.49% | |
| Morgan Stanley | 0.00% | 182,626 | $4,629,569 | $4,606,741 | -$22,828 | -0.49% | |
| Envestnet Asset Management Inc | 0.00% | 176,991 | $4,486,725 | $4,464,598 | -$22,127 | -0.49% | |
| Cyndeo Wealth Partners, Llc | 0.21% | 175,874 | $4,465,453 | $4,436,422 | -$29,031 | -0.65% | |
| Stifel Financial Corp | 0.00% | 172,241 | $4,366,322 | $4,344,779 | -$21,543 | -0.49% | |
| United Capital Financial Advisors, Llc | 0.03% | 168,050 | $4,254,218 | $4,239,061 | -$15,157 | -0.36% | |
| Kesler, Norman & Wride, Llc | 0.61% | 165,926 | $3,842,842 | $4,185,483 | +$342,641 | +8.92% | |
| Central Trust Co | 0.07% | 139,794 | $3,543,778 | $3,526,304 | -$17,474 | -0.49% | |
| Howland Capital Management Llc | 0.12% | 134,931 | $3,425,899 | $3,403,634 | -$22,265 | -0.65% | |
| Coldstream Capital Management Inc | 0.04% | 134,311 | $3,404,784 | $3,387,995 | -$16,789 | -0.49% | |
| Littlejohn Financial Services, Inc. | 2.40% | 142,624 | $3,303,179 | $3,597,690 | +$294,511 | +8.92% | |
| Summit Financial, Llc | 0.04% | 122,731 | $3,111,239 | $3,095,889 | -$15,350 | -0.49% | |
| Cypress Point Wealth Management, Llc | 0.62% | 119,718 | $3,039,645 | $3,019,887 | -$19,758 | -0.65% | |
| Integrated Wealth Concepts Llc | 0.02% | 115,133 | $2,918,625 | $2,904,230 | -$14,395 | -0.49% | |
| Royal Bank Of Canada | 0.00% | 112,331 | $2,848,000 | $2,833,549 | -$14,451 | -0.51% | |
| Woodmont Investment Counsel Llc | 0.16% | 100,204 | $2,540,171 | $2,527,646 | -$12,525 | -0.49% | |
| Parkway Wealth Management Group, Llc | 0.31% | 98,024 | $2,489,821 | $2,472,655 | -$17,166 | -0.69% | |
| Leavell Investment Management, Inc. | 0.09% | 92,949 | $2,359,975 | $2,344,639 | -$15,336 | -0.65% | |
| Commonwealth Equity Services, Llc | 0.00% | 90,368 | $2,290,838 | $2,279,533 | -$11,305 | -0.49% | |
| Assetmark, Inc | 0.00% | 89,220 | $2,261,727 | $2,250,575 | -$11,153 | -0.49% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 88,222 | $2,236,420 | $2,225,400 | -$11,020 | -0.49% | |
| Confluence Investment Management Llc | 0.03% | 87,480 | $2,221,117 | $2,206,683 | -$14,434 | -0.65% | |
| Cetera Investment Advisers | 0.00% | 82,650 | $2,095,182 | $2,084,846 | -$10,336 | -0.49% | |
| Kestra Advisory Services, Llc | 0.01% | 80,415 | $2,038,532 | $2,028,468 | -$10,064 | -0.49% | |
| Benjamin Edwards Inc | 0.02% | 78,598 | $1,995,559 | $1,982,635 | -$12,924 | -0.65% | |
| Sound View Wealth Advisors Group, Llc | 0.13% | 77,269 | $1,958,769 | $1,949,111 | -$9,658 | -0.49% | |
| Jane Street Group, Llc | 0.00% | 75,766 | $1,920,668 | $1,911,197 | -$9,471 | -0.49% | |
| Ellis Investment Partners, Llc | 0.32% | 72,497 | $1,837,819 | $1,828,737 | -$9,082 | -0.49% | |
| Valmark Advisers, Inc. | 0.02% | 71,399 | $1,809,958 | $1,801,040 | -$8,918 | -0.49% | |
| Atlantic Union Bankshares Corp | 0.03% | 69,133 | $1,752,522 | $1,743,880 | -$8,642 | -0.49% | |
| Ria Advisory Group Llc | 0.39% | 68,631 | $1,742,542 | $1,731,217 | -$11,325 | -0.65% | |
| True Private Wealth Advisors | 0.14% | 63,570 | $1,614,033 | $1,603,553 | -$10,480 | -0.65% | |
| Blue Square Asset Management, Llc | 0.65% | 62,894 | $1,596,879 | $1,586,501 | -$10,378 | -0.65% | |
| Spinnaker Trust | 0.09% | 61,223 | $1,552,003 | $1,544,350 | -$7,653 | -0.49% | |
| Granite Harbor Advisors, Inc. | 0.68% | 61,038 | $1,547,313 | $1,539,684 | -$7,629 | -0.49% | |
| Brookstone Capital Management | 0.01% | 58,090 | $1,474,896 | $1,465,320 | -$9,576 | -0.65% |
Frequently asked questions about IBMR
Who owns the most IBMR stock?
The largest holders of IBMR 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 2029 M BD (IBMR).
Is IBMR widely held by superinvestors?
Many widely followed stocks like IBMR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBMR 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.