IBMT Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2031 MUNI (IBMT) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $76.87M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Mercer Global Advisors Inc is currently the largest disclosed institutional shareholder of IBMT tracked by InsiderSet, reporting ownership valued at approximately $12.35M 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 $12.23M, representing an estimated loss of -0.95% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed IBMT value among the investors covered in this analysis. Major shareholders include Mercer Global Advisors Inc, Us Bancorp \De\, Bank Of America Corp, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2031 MUNI (IBMT).
This page ranks the largest institutional IBMT 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
70
Total Reported Value
$76.87M
Largest Holder
Mercer Global Advisors Inc
Largest Position
$12.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
79
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 | 0.02% | 478,497 | $12,345,223 | $12,227,991 | -$117,232 | -0.95% | |
| Us Bancorp \De\ | 0.01% | 286,347 | $7,061,316 | $7,317,598 | +$256,282 | +3.63% | |
| Bank Of America Corp | 0.00% | 157,299 | $4,058,315 | $4,019,776 | -$38,539 | -0.95% | |
| Praetorian Wealth Management, Inc. | 0.67% | 158,793 | $3,915,835 | $4,057,955 | +$142,120 | +3.63% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.04% | 139,550 | $3,441,303 | $3,566,200 | +$124,897 | +3.63% | |
| Lbmc Investment Advisors, Llc | 0.18% | 132,100 | $3,408,180 | $3,375,816 | -$32,365 | -0.95% | |
| Quantum Financial Advisors, Llc | 0.26% | 111,305 | $2,744,780 | $2,844,399 | +$99,619 | +3.63% | |
| Focus Partners Wealth | 0.00% | 100,855 | $2,602,059 | $2,577,350 | -$24,709 | -0.95% | |
| Assetmark, Inc | 0.00% | 103,666 | $2,556,404 | $2,649,185 | +$92,781 | +3.63% | |
| Coldstream Capital Management Inc | 0.03% | 97,400 | $2,512,920 | $2,489,057 | -$23,863 | -0.95% | |
| Ellis Investment Partners, Llc | 0.26% | 70,622 | $1,741,552 | $1,804,745 | +$63,193 | +3.63% | |
| Royal Bank Of Canada | 0.00% | 57,275 | $1,478,000 | $1,463,663 | -$14,337 | -0.97% | |
| Kestra Advisory Services, Llc | 0.00% | 52,288 | $1,289,414 | $1,336,220 | +$46,806 | +3.63% | |
| Commonwealth Equity Services, Llc | 0.00% | 48,136 | $1,187,030 | $1,230,115 | +$43,085 | +3.63% | |
| Gc Wealth Management Ria, Llc | 0.06% | 46,937 | $1,157,466 | $1,199,475 | +$42,009 | +3.63% | |
| Hills Bank & Trust Co | 0.06% | 44,883 | $1,152,007 | $1,146,985 | -$5,022 | -0.44% | |
| Cyndeo Wealth Partners, Llc | 0.05% | 43,207 | $1,065,480 | $1,104,155 | +$38,675 | +3.63% | |
| Newedge Advisors, Llc | 0.00% | 40,334 | $1,040,616 | $1,030,735 | -$9,881 | -0.95% | |
| Spinnaker Trust | 0.05% | 36,631 | $945,080 | $936,105 | -$8,975 | -0.95% | |
| Howland Capital Management Llc | 0.03% | 38,084 | $939,152 | $973,237 | +$34,085 | +3.63% | |
| Atlantic Union Bankshares Corp | 0.02% | 36,223 | $934,553 | $925,679 | -$8,874 | -0.95% | |
| Aspen Wealth Management Llc | 0.15% | 37,463 | $923,849 | $957,367 | +$33,518 | +3.63% | |
| Central Trust Co | 0.02% | 37,247 | $918,512 | $951,847 | +$33,335 | +3.63% | |
| Jacobi Capital Management Llc | 0.04% | 36,618 | $903,000 | $935,773 | +$32,773 | +3.63% | |
| Curbstone Financial Management Corp | 0.16% | 36,450 | $898,857 | $931,480 | +$32,623 | +3.63% | |
| Lpl Financial Llc | 0.00% | 35,941 | $886,301 | $918,472 | +$32,171 | +3.63% | |
| Droms Strauss Advisors Inc | 0.20% | 35,868 | $884,505 | $916,607 | +$32,102 | +3.63% | |
| Ubs Group Ag | 0.00% | 32,723 | $844,253 | $836,236 | -$8,017 | -0.95% | |
| Goldman Sachs Group Inc | 0.00% | 30,656 | $790,925 | $783,414 | -$7,511 | -0.95% | |
| Valmark Advisers, Inc. | 0.01% | 30,990 | $764,222 | $791,949 | +$27,727 | +3.63% | |
| Cwm, Llc | 0.00% | 28,505 | $731,635 | $728,445 | -$3,190 | -0.44% | |
| Leavell Investment Management, Inc. | 0.03% | 27,530 | $710,274 | $703,529 | -$6,745 | -0.95% | |
| Ifp Advisors, Inc | 0.01% | 28,106 | $693,094 | $718,249 | +$25,155 | +3.63% | |
| Parallel Advisors, Llc | 0.01% | 27,630 | $681,356 | $706,085 | +$24,729 | +3.63% | |
| Sanctuary Advisors, Llc | 0.00% | 23,789 | $613,747 | $607,928 | -$5,819 | -0.95% | |
| Stifel Financial Corp | 0.00% | 22,637 | $584,036 | $578,489 | -$5,547 | -0.95% | |
| Godshalk Welsh Capital Management, Inc. | 0.29% | 21,000 | $541,800 | $536,655 | -$5,145 | -0.95% | |
| Rossmore Private Capital | 0.04% | 20,649 | $509,204 | $527,685 | +$18,481 | +3.63% | |
| Newman Dignan & Sheerar, Inc. | 0.09% | 19,029 | $469,253 | $486,286 | +$17,033 | +3.63% | |
| Beacon Pointe Advisors, Llc | 0.00% | 17,191 | $443,521 | $439,316 | -$4,205 | -0.95% | |
| Raymond James Financial Inc | 0.00% | 17,066 | $440,303 | $436,122 | -$4,181 | -0.95% | |
| Schmidt P J Investment Management Inc | 0.07% | 17,372 | $428,394 | $443,941 | +$15,547 | +3.63% | |
| Physician Wealth Advisors, Inc. | 0.04% | 14,500 | $357,570 | $370,548 | +$12,978 | +3.63% | |
| Balefire, Llc | 0.05% | 12,997 | $320,506 | $332,138 | +$11,632 | +3.63% | |
| Ifg Advisory, Llc | 0.01% | 11,869 | $306,211 | $303,312 | -$2,899 | -0.95% | |
| Compton Wealth Advisory Group, Llc | 0.06% | 11,869 | $294,114 | $303,312 | +$9,198 | +3.13% | |
| Syntegra Private Wealth Group, Llc | 0.02% | 11,591 | $285,834 | $296,208 | +$10,374 | +3.63% | |
| Heritage Family Offices, Llp | 0.09% | 10,923 | $269,362 | $279,137 | +$9,775 | +3.63% | |
| Bradley & Co. Private Wealth Management, Llc | 0.12% | 10,786 | $265,982 | $275,636 | +$9,654 | +3.63% | |
| Sterling Investment Advisors, Ltd. | 0.04% | 10,775 | $265,712 | $275,355 | +$9,643 | +3.63% |
Frequently asked questions about IBMT
Who are the largest institutional holders of IBMT?
The largest institutional holders of IBMT reported in the latest SEC Form 13F filings include Mercer Global Advisors Inc, Us Bancorp \De\, Bank Of America Corp, Praetorian Wealth Management, Inc., and Cliftonlarsonallen Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported IBMT position.
What is IBMT institutional ownership?
This page tracks IBMT positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2031 MUNI (IBMT) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBMT?
InsiderSet currently tracks 70 institutional managers reporting IBMT 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 IBMT shareholders.
How much IBMT stock do institutions own?
Institutional investment managers disclosed approximately $76.87M in IBMT holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBMT institutional ownership last updated?
The latest IBMT 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 IBMT 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 IBMT position after the reporting date.
Are institutions buying or selling IBMT?
Institutional buying and selling can be analyzed by comparing IBMT positions across consecutive 13F reporting periods. InsiderSet's IBMT Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBMT ownership changes.
How has IBMT institutional ownership changed over time?
InsiderSet tracks IBMT institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.