Who Owns ISHARES IBONDS (IBMQ)? -- Institutional Holders (2026-06-30)

204 institutions reported holding $556.6M of ISHARES IBONDS (IBMQ) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($65.1M), MERCER GLOBAL ADVISORS INC /ADV ($52.8M), Clearstead Advisors, LLC ($25.9M), HighTower Advisors, LLC ($19.4M), US BANCORP \DE\ ($18.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$65.1M2.5MAdded
2MERCER GLOBAL ADVISORS INC /ADV$52.8M2.1MAdded
3Clearstead Advisors, LLC$25.9M1.0MAdded
4HighTower Advisors, LLC$19.4M760,012Trimmed
5US BANCORP \DE\$18.7M729,690Added
6Heartwood Wealth Advisors LLC$15.8M617,758Added
7LBMC INVESTMENT ADVISORS, LLC$14.8M577,987Added
8Lido Advisors, LLC$14.1M550,670Trimmed
9WELLS FARGO & COMPANY/MN$13.9M543,687Added
10NewEdge Advisors, LLC$13.6M532,337Added
11Hills Bank & Trust Co$11.9M464,604Added
12HENGEHOLD CAPITAL MANAGEMENT LLC$11.8M461,878Added
13LPL Financial LLC$11.4M445,124Added
14UBS Group AG$11.2M436,913Added
15Kathmere Capital Management, LLC$10.3M403,121Added
16Covington Investment Advisors Inc.$10.3M402,305Added
17Paradiem, LLC$10.1M395,462Hold
18HOWLAND CAPITAL MANAGEMENT LLC$9.6M375,297Trimmed
19Praetorian Wealth Management, Inc.$7.7M302,556Trimmed
20NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.7M301,334Added
21CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.6M298,060Added
22Stratos Wealth Advisors, LLC$7.3M284,461Added
23MORGAN STANLEY$7.0M272,284Added
24ENVESTNET ASSET MANAGEMENT INC$6.8M266,886Added
25UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.8M187,694Added

Source: SEC Form 13F filings · as of 2026-06-30