ISHARESIBONDDEC2030MUNIBDETF (IBMS) Institutional Shareholders
ISHARESIBONDDEC2030MUNIBDETF (IBMS) 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 $238.31M in IBMS holdings during the latest filing period.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of IBMS tracked by InsiderSet, reporting ownership valued at approximately $45.89M 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 $44.48M, representing an estimated loss of -3.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed IBMS value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Clearstead Advisors, Llc, Community Trust & Investment Co, and several other long-term asset managers with concentrated positions in ISHARESIBONDDEC2030MUNIBDETF (IBMS).
This page ranks the largest institutional IBMS 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
113
Total Reported Value
$238.31M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$45.89M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
122
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% | 1,773,721 | $45,886,156 | $44,484,923 | -$1,401,233 | -3.05% | |
| Clearstead Advisors, Llc | 0.23% | 930,943 | $24,083,507 | $23,348,050 | -$735,457 | -3.05% | |
| Community Trust & Investment Co | 0.51% | 381,639 | $9,873,005 | $9,571,506 | -$301,499 | -3.05% | |
| Bank Of America Corp | 0.00% | 367,091 | $9,496,645 | $9,206,642 | -$290,003 | -3.05% | |
| Kathmere Capital Management, Llc | 0.48% | 351,990 | $9,105,981 | $8,827,909 | -$278,072 | -3.05% | |
| Lbmc Investment Advisors, Llc | 0.45% | 323,023 | $8,356,608 | $8,101,417 | -$255,191 | -3.05% | |
| Us Bancorp \De\ | 0.01% | 310,037 | $8,020,657 | $7,775,728 | -$244,929 | -3.05% | |
| Envestnet Asset Management Inc | 0.00% | 252,630 | $6,535,529 | $6,335,960 | -$199,569 | -3.05% | |
| Praetorian Wealth Management, Inc. | 0.99% | 220,855 | $5,713,518 | $5,539,043 | -$174,475 | -3.05% | |
| Wells Fargo & Company/Mn | 0.00% | 218,763 | $5,659,399 | $5,486,576 | -$172,823 | -3.05% | |
| Jane Street Group, Llc | 0.00% | 209,528 | $5,420,489 | $5,254,962 | -$165,527 | -3.05% | |
| United Capital Financial Advisors, Llc | 0.03% | 175,941 | $4,556,295 | $4,412,600 | -$143,695 | -3.15% | |
| Coldstream Capital Management Inc | 0.05% | 155,512 | $4,023,096 | $3,900,241 | -$122,855 | -3.05% | |
| Newedge Advisors, Llc | 0.01% | 151,475 | $3,918,659 | $3,798,993 | -$119,666 | -3.05% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.05% | 151,422 | $3,917,288 | $3,797,664 | -$119,624 | -3.05% | |
| Central Trust Co | 0.07% | 142,579 | $3,688,520 | $3,575,881 | -$112,639 | -3.05% | |
| Lido Advisors, Llc | 0.01% | 122,151 | $3,160,046 | $3,063,547 | -$96,499 | -3.05% | |
| Cypress Point Wealth Management, Llc | 0.61% | 115,000 | $2,975,050 | $2,884,200 | -$90,850 | -3.05% | |
| Moseley Investment Management Inc | 0.94% | 114,593 | $2,959,937 | $2,873,992 | -$85,945 | -2.90% | |
| Lpl Financial Llc | 0.00% | 111,968 | $2,896,608 | $2,808,157 | -$88,451 | -3.05% | |
| Summit Financial, Llc | 0.03% | 111,520 | $2,885,034 | $2,796,922 | -$88,112 | -3.05% | |
| Quantum Financial Advisors, Llc | 0.28% | 110,543 | $2,859,737 | $2,772,418 | -$87,319 | -3.05% | |
| Assetmark, Inc | 0.00% | 105,906 | $2,739,788 | $2,656,122 | -$83,666 | -3.05% | |
| Ubs Group Ag | 0.00% | 103,453 | $2,676,329 | $2,594,601 | -$81,728 | -3.05% | |
| Morgan Stanley | 0.00% | 95,919 | $2,481,425 | $2,405,649 | -$75,776 | -3.05% | |
| Royal Bank Of Canada | 0.00% | 79,784 | $2,064,000 | $2,000,983 | -$63,017 | -3.05% | |
| Mml Investors Services, Llc | 0.00% | 74,015 | $1,914,779 | $1,856,296 | -$58,483 | -3.05% | |
| Kestra Advisory Services, Llc | 0.01% | 72,751 | $1,882,080 | $1,824,595 | -$57,485 | -3.05% | |
| Ellis Investment Partners, Llc | 0.28% | 70,835 | $1,832,522 | $1,776,542 | -$55,980 | -3.05% | |
| Atlantic Union Bankshares Corp | 0.03% | 63,752 | $1,649,264 | $1,598,900 | -$50,364 | -3.05% | |
| Blue Square Asset Management, Llc | 0.63% | 60,387 | $1,562,208 | $1,514,506 | -$47,702 | -3.05% | |
| Focus Partners Wealth | 0.00% | 56,651 | $1,465,561 | $1,420,807 | -$44,754 | -3.05% | |
| Raymond James Financial Inc | 0.00% | 55,850 | $1,444,840 | $1,400,718 | -$44,122 | -3.05% | |
| Brookstone Capital Management | 0.01% | 53,321 | $1,379,414 | $1,337,291 | -$42,123 | -3.05% | |
| Sentinel Pension Advisors, Llc | 0.18% | 53,112 | $1,369,769 | $1,332,049 | -$37,720 | -2.75% | |
| Argo Wealth Advisory, Llc | 0.70% | 49,217 | $1,273,244 | $1,234,362 | -$38,882 | -3.05% | |
| True Private Wealth Advisors | 0.11% | 49,125 | $1,270,874 | $1,232,055 | -$38,819 | -3.05% | |
| Gc Wealth Management Ria, Llc | 0.07% | 46,063 | $1,191,650 | $1,155,260 | -$36,390 | -3.05% | |
| Spinnaker Trust | 0.06% | 45,362 | $1,173,515 | $1,137,679 | -$35,836 | -3.05% | |
| Godshalk Welsh Capital Management, Inc. | 0.59% | 42,500 | $1,099,475 | $1,065,900 | -$33,575 | -3.05% | |
| Sound View Wealth Advisors Group, Llc | 0.07% | 41,328 | $1,069,155 | $1,036,506 | -$32,649 | -3.05% | |
| Cetera Investment Advisers | 0.00% | 39,734 | $1,027,930 | $996,529 | -$31,401 | -3.05% | |
| Cyndeo Wealth Partners, Llc | 0.05% | 39,733 | $1,027,884 | $996,504 | -$31,380 | -3.05% | |
| Jacobi Capital Management Llc | 0.05% | 36,417 | $942,108 | $913,338 | -$28,770 | -3.05% | |
| Sanctuary Advisors, Llc | 0.00% | 36,316 | $939,497 | $910,805 | -$28,692 | -3.05% | |
| Newman Dignan & Sheerar, Inc. | 0.18% | 35,878 | $928,155 | $899,820 | -$28,335 | -3.05% | |
| Pfg Private Wealth Management, Llc | 0.40% | 35,714 | $923,921 | $895,707 | -$28,214 | -3.05% | |
| Granite Harbor Advisors, Inc. | 0.36% | 35,256 | $912,073 | $884,220 | -$27,853 | -3.05% | |
| Curbstone Financial Management Corp | 0.15% | 34,650 | $896,395 | $869,022 | -$27,373 | -3.05% | |
| Rossmore Private Capital | 0.07% | 34,363 | $888,971 | $861,824 | -$27,147 | -3.05% |
Frequently asked questions about IBMS
Who are the largest institutional holders of IBMS?
The largest institutional holders of IBMS reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Clearstead Advisors, Llc, Community Trust & Investment Co, Bank Of America Corp, and Kathmere Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported IBMS position.
What is IBMS institutional ownership?
This page tracks IBMS positions reported by institutional investment managers through SEC Form 13F. ISHARESIBONDDEC2030MUNIBDETF (IBMS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBMS?
InsiderSet currently tracks 113 institutional managers reporting IBMS 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 IBMS shareholders.
How much IBMS stock do institutions own?
Institutional investment managers disclosed approximately $238.31M in IBMS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBMS institutional ownership last updated?
The latest IBMS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 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 IBMS 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 IBMS position after the reporting date.
Are institutions buying or selling IBMS?
Institutional buying and selling can be analyzed by comparing IBMS positions across consecutive 13F reporting periods. InsiderSet's IBMS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBMS ownership changes.
How has IBMS institutional ownership changed over time?
InsiderSet tracks IBMS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.