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 $537.49M 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 $65.12M 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 $65.00M, representing an estimated loss of -0.18% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% 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
195
Total Reported Value
$537.49M
Largest Holder
Bank Of America Corp
Largest Position
$65.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
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% | 2,545,675 | $65,118,366 | $65,003,811 | -$114,555 | -0.18% | |
| Mercer Global Advisors Inc | 0.07% | 2,063,596 | $52,786,794 | $52,693,924 | -$92,870 | -0.18% | |
| Clearstead Advisors, Llc | 0.24% | 1,011,284 | $25,868,632 | $25,823,137 | -$45,495 | -0.18% | |
| Hightower Advisors, Llc | 0.02% | 760,012 | $19,441,119 | $19,406,906 | -$34,213 | -0.18% | |
| Us Bancorp \De\ | 0.02% | 729,690 | $18,665,470 | $18,632,634 | -$32,836 | -0.18% | |
| Heartwood Wealth Advisors Llc | 1.23% | 617,758 | $15,802,250 | $15,774,451 | -$27,799 | -0.18% | |
| Lbmc Investment Advisors, Llc | 0.80% | 577,987 | $14,784,915 | $14,758,898 | -$26,017 | -0.18% | |
| Lido Advisors, Llc | 0.05% | 550,670 | $14,086,154 | $14,061,358 | -$24,796 | -0.18% | |
| Wells Fargo & Company/Mn | 0.00% | 543,687 | $13,907,513 | $13,883,048 | -$24,465 | -0.18% | |
| Newedge Advisors, Llc | 0.04% | 532,337 | $13,617,186 | $13,593,225 | -$23,961 | -0.18% | |
| Hengehold Capital Management Llc | 0.92% | 461,878 | $11,814,831 | $11,794,055 | -$20,776 | -0.18% | |
| Lpl Financial Llc | 0.00% | 445,124 | $11,386,260 | $11,366,241 | -$20,019 | -0.18% | |
| Ubs Group Ag | 0.00% | 436,913 | $11,176,235 | $11,156,573 | -$19,662 | -0.18% | |
| Kathmere Capital Management, Llc | 0.55% | 403,121 | $10,311,827 | $10,293,695 | -$18,132 | -0.18% | |
| Hills Bank & Trust Co | 0.49% | 397,905 | $10,158,515 | $10,160,504 | +$1,989 | +0.02% | |
| Paradiem, Llc | 2.18% | 395,462 | $10,115,918 | $10,098,122 | -$17,796 | -0.18% | |
| Howland Capital Management Llc | 0.35% | 375,297 | $9,600,098 | $9,583,209 | -$16,889 | -0.18% | |
| Praetorian Wealth Management, Inc. | 1.34% | 302,556 | $7,739,383 | $7,725,767 | -$13,616 | -0.18% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.10% | 298,060 | $7,624,375 | $7,610,962 | -$13,413 | -0.18% | |
| Stratos Wealth Advisors, Llc | 0.40% | 284,461 | $7,276,525 | $7,263,712 | -$12,813 | -0.18% | |
| Morgan Stanley | 0.00% | 272,284 | $6,965,026 | $6,952,772 | -$12,254 | -0.18% | |
| Envestnet Asset Management Inc | 0.00% | 266,886 | $6,826,934 | $6,814,934 | -$12,000 | -0.18% | |
| Integrated Wealth Concepts Llc | 0.02% | 199,769 | $5,110,071 | $5,101,101 | -$8,970 | -0.18% | |
| Royal Bank Of Canada | 0.00% | 184,153 | $4,711,000 | $4,702,347 | -$8,653 | -0.18% | |
| Cyndeo Wealth Partners, Llc | 0.22% | 179,513 | $4,591,931 | $4,583,864 | -$8,067 | -0.18% | |
| Stifel Financial Corp | 0.00% | 175,777 | $4,496,380 | $4,488,466 | -$7,914 | -0.18% | |
| United Capital Financial Advisors, Llc | 0.03% | 170,016 | $4,336,996 | $4,341,359 | +$4,363 | +0.10% | |
| Sound View Wealth Advisors Group, Llc | 0.26% | 164,866 | $4,217,260 | $4,209,853 | -$7,407 | -0.18% | |
| Central Trust Co | 0.07% | 154,066 | $3,941,010 | $3,934,075 | -$6,935 | -0.18% | |
| Beacon Pointe Advisors, Llc | 0.02% | 141,678 | $3,617,037 | $3,617,748 | +$711 | +0.02% | |
| Leavell Investment Management, Inc. | 0.12% | 132,560 | $3,390,885 | $3,384,920 | -$5,965 | -0.18% | |
| Raymond James Financial Inc | 0.00% | 127,204 | $3,253,874 | $3,248,154 | -$5,720 | -0.18% | |
| Ameriprise Financial Inc | 0.00% | 126,845 | $3,244,690 | $3,238,987 | -$5,703 | -0.18% | |
| Coldstream Capital Management Inc | 0.04% | 123,766 | $3,165,935 | $3,160,365 | -$5,570 | -0.18% | |
| Quantum Financial Advisors, Llc | 0.31% | 123,149 | $3,150,163 | $3,144,610 | -$5,553 | -0.18% | |
| Cypress Point Wealth Management, Llc | 0.62% | 119,536 | $3,057,726 | $3,052,352 | -$5,374 | -0.18% | |
| Assetmark, Inc | 0.01% | 118,317 | $3,026,549 | $3,021,225 | -$5,324 | -0.18% | |
| Sonata Capital Group Inc | 0.86% | 104,442 | $2,671,627 | $2,666,926 | -$4,701 | -0.18% | |
| Atwater Malick Llc | 0.57% | 101,618 | $2,599,388 | $2,594,816 | -$4,572 | -0.18% | |
| Parkway Wealth Management Group, Llc | 0.30% | 100,372 | $2,567,514 | $2,562,999 | -$4,515 | -0.18% | |
| Titleist Asset Management, Llc | 0.17% | 99,285 | $2,539,710 | $2,535,242 | -$4,468 | -0.18% | |
| Valmark Advisers, Inc. | 0.02% | 87,768 | $2,245,105 | $2,241,156 | -$3,949 | -0.18% | |
| Commonwealth Equity Services, Llc | 0.00% | 87,590 | $2,240,551 | $2,236,611 | -$3,940 | -0.18% | |
| Cetera Investment Advisers | 0.00% | 87,419 | $2,236,182 | $2,232,244 | -$3,938 | -0.18% | |
| Summit Financial, Llc | 0.02% | 86,695 | $2,217,656 | $2,213,757 | -$3,899 | -0.18% | |
| Mml Investors Services, Llc | 0.00% | 82,605 | $2,113,045 | $2,109,319 | -$3,726 | -0.18% | |
| Spinnaker Trust | 0.10% | 80,729 | $2,065,048 | $2,061,415 | -$3,633 | -0.18% | |
| Sanctuary Advisors, Llc | 0.01% | 78,570 | $2,009,833 | $2,006,285 | -$3,548 | -0.18% | |
| Blue Square Asset Management, Llc | 0.77% | 74,490 | $1,905,446 | $1,902,102 | -$3,344 | -0.18% | |
| Cwm, Llc | 0.00% | 72,553 | $1,852,270 | $1,852,641 | +$371 | +0.02% |
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.