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

75 institutions reported holding $88.6M of ISHARES IBONDS (IBMT) in SEC 13F filings for 2026-06-30. Largest institutional holders: HighTower Advisors, LLC ($16.7M), MERCER GLOBAL ADVISORS INC /ADV ($12.3M), US BANCORP \DE\ ($5.8M), BANK OF AMERICA CORP /DE/ ($4.1M), Praetorian Wealth Management, Inc. ($3.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1HighTower Advisors, LLC$16.7M647,902Added
2MERCER GLOBAL ADVISORS INC /ADV$12.3M478,497Added
3US BANCORP \DE\$5.8M224,997Added
4BANK OF AMERICA CORP /DE/$4.1M157,299Added
5Praetorian Wealth Management, Inc.$3.7M141,610Added
6LBMC INVESTMENT ADVISORS, LLC$3.4M132,100Added
7Hills Bank & Trust Co$2.9M112,191Added
8Quantum Financial Advisors, LLC$2.7M103,665Trimmed
9Focus Partners Wealth$2.6M100,855New
10COLDSTREAM CAPITAL MANAGEMENT INC$2.5M97,400Added
11ASSETMARK, INC$2.1M82,698New
12Ellis Investment Partners, LLC$1.8M71,293Added
13Royal Bank of Canada$1.5M57,275Hold
14COMMONWEALTH EQUITY SERVICES, LLC$1.2M46,544Added
15Kestra Advisory Services, LLC$1.2M45,977Added
16NewEdge Advisors, LLC$1.0M40,334Added
17CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$1.0M40,081Trimmed
18GC Wealth Management RIA, LLC$1.0M39,362Added
19CENTRAL TRUST Co$985,74138,207Added
20SPINNAKER TRUST$945,08036,631Added
21Jacobi Capital Management LLC$944,74436,618New
22Curbstone Financial Management Corp$940,41036,450Added
23Atlantic Union Bankshares Corp$934,55336,223Added
24UBS Group AG$844,25332,723Added
25Cyndeo Wealth Partners, LLC$827,69932,081Added

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