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iShares iBonds Dec 2023 Term Muni Bond ETF (IBML) Institutional Ownership

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(As of 12/1/2023)
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2023 Term Muni Bond ETF (BATS:IBML)

Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$5.95M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$19.42M
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IBML Institutional Buying and Selling by Quarter

iShares iBonds Dec 2023 Term Muni Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2023Stonebridge Capital Advisors LLC92,143$2.35M0.3%-8.9%0.513%
11/15/2023Integrated Wealth Concepts LLC165,496$4.22M0.1%-8.2%0.922%
11/14/2023Operose Advisors LLC12,228$312K0.1%N/A0.068%
11/13/2023Cary Street Partners Investment Advisory LLC13,681$349K0.0%+613.3%0.076%
11/8/2023Janney Montgomery Scott LLC17,163$438K0.0%+19.4%0.096%
10/30/2023Sandy Spring Bank24,785$633K0.0%-22.6%0.138%
10/27/2023 Archford Capital Strategies LLC14,189$362K0.1%-42.7%0.079%
10/26/2023Hills Bank & Trust Co43,494$1.11M0.1%+277.4%0.242%
10/24/2023 Cambridge Investment Research Advisors Inc.60,803$1.55M0.0%-24.2%0.339%
10/18/2023 Private Trust Co. NA7,740$198K0.0%+9.0%0.043%
10/16/2023 Leavell Investment Management Inc.326,389$8.33M0.6%-13.6%1.818%
10/11/2023 Praetorian Wealth Management Inc.125,631$3.21M1.0%-14.5%0.700%
10/10/2023 Curbstone Financial Management Corp23,750$606K0.1%-43.1%0.132%
8/23/2023Stonebridge Capital Advisors LLC101,135$2.58M0.3%-7.8%0.563%
8/10/2023Cary Street Partners Asset Management LLC11,763$300K0.1%-11.3%0.063%
8/9/2023Flow Traders U.S. LLC34,891$889K0.0%-48.5%0.188%
8/4/2023Sandy Spring Bank32,016$816K0.0%-4.1%0.173%
8/4/2023Sonata Capital Group Inc.119,565$3.05M1.6%-1.0%0.645%
8/4/2023Princeton Global Asset Management LLC18,321$467K0.1%+12.0%0.099%
8/3/2023Eldridge Investment Advisors Inc.51,016$1.30M0.4%-3.8%0.275%
8/2/2023Newman Dignan & Sheerar Inc.49,785$1.27M0.4%-59.8%0.268%
8/2/2023 Archford Capital Strategies LLC24,763$631K0.1%+77.3%0.133%
7/26/2023Janney Montgomery Scott LLC14,373$366K0.0%-12.4%0.077%
7/21/2023Hills Bank & Trust Co11,525$294K0.0%N/A0.062%
7/19/2023 Leavell Investment Management Inc.377,889$9.63M0.7%-11.2%2.037%
7/13/2023 Cambridge Investment Research Advisors Inc.80,233$2.05M0.0%-6.2%0.433%
7/11/2023ETF Portfolio Partners Inc.8,003$204K0.1%-60.9%0.043%
7/10/2023 Praetorian Wealth Management Inc.146,888$3.74M1.2%-21.6%0.792%
5/15/2023Eldridge Investment Advisors Inc.53,011$1.35M0.5%+39.6%0.252%
5/15/2023Flow Traders U.S. LLC67,785$1.72M0.1%N/A0.322%
5/12/2023 Curbstone Financial Management Corp41,750$1.06M0.3%-5.2%0.198%
5/12/2023Stonebridge Capital Advisors LLC109,678$2.79M0.3%-2.3%0.521%
5/12/2023NewEdge Advisors LLC440,903$11.21M0.1%-38.8%2.095%
5/11/2023 Cambridge Investment Research Advisors Inc.85,581$2.18M0.0%-7.4%0.407%
5/9/2023US Bancorp DE700,903$17.82M0.0%-9.8%3.330%
5/8/2023Sonata Capital Group Inc.120,715$3.07M1.7%-3.1%0.573%
5/5/2023Sandy Spring Bank33,396$849K0.0%-6.9%0.159%
5/3/2023Arrow Financial Corp10,156$258K0.0%+4.9%0.048%
5/3/2023 Exchange Capital Management Inc.43,786$1.11M0.2%+82.4%0.208%
5/3/2023Integrated Wealth Concepts LLC170,391$4.33M0.1%+28.1%0.809%
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5/2/2023Gould Asset Management LLC CA8,465$215K0.1%-44.0%0.040%
4/28/2023Newman Dignan & Sheerar Inc.123,699$3.15M1.0%-0.8%0.588%
4/28/2023Janney Montgomery Scott LLC16,399$417K0.0%+31.6%0.078%
4/25/2023Parallel Advisors LLC6,500$165K0.0%+550.0%0.031%
4/24/2023 Asset Dedication LLC65,652$1.67M0.2%+1.4%0.312%
4/20/2023Princeton Global Asset Management LLC16,361$416K0.1%+17.2%0.078%
4/18/2023Horan Securities Inc.9,922$252K0.1%+87.8%0.047%
4/12/2023 Praetorian Wealth Management Inc.187,278$4.76M1.5%-3.7%0.890%
4/12/2023 Private Trust Co. NA7,100$181K0.0%-50.4%0.034%
4/10/2023 Lbmc Investment Advisors LLC130,442$3.32M0.3%+2.4%0.620%
4/4/2023 Confluence Investment Management LLC11,900$303K0.0%-90.2%0.053%
2/13/2023Integrated Wealth Concepts LLC133,061$3.37M0.1%+363.5%0.000%
2/13/2023Peloton Wealth Strategists18,200$461K0.2%-18.0%0.000%
2/10/2023Sandy Spring Bank35,866$909K0.1%-12.6%0.000%
2/9/2023Gould Asset Management LLC CA15,120$383K0.1%N/A0.000%
2/8/2023 Cambridge Investment Research Advisors Inc.92,461$2.34M0.0%+152.9%0.000%
2/6/2023Princeton Global Asset Management LLC13,961$354K0.1%-25.6%0.000%
2/6/2023Parallel Advisors LLC1,000$25K0.0%N/A0.000%
2/3/2023Eldridge Investment Advisors Inc.37,973$963K0.3%+99.0%0.000%
2/3/2023Tradition Wealth Management LLC9,734$247K0.0%-66.8%0.000%
2/3/2023Kades & Cheifetz LLC13,925$353K0.3%N/A0.000%
2/2/2023Spinnaker Trust12,647$321K0.0%-26.6%0.000%
2/2/2023Arrow Financial Corp9,684$245K0.0%+22.8%0.000%
2/1/2023Janney Montgomery Scott LLC12,457$316K0.0%-28.0%0.000%
2/1/2023 Exchange Capital Management Inc.24,000$608K0.1%N/A0.000%
1/26/2023 Archford Capital Strategies LLC14,166$359K0.1%+26.8%0.000%
1/24/2023 Harbor Investment Advisory LLC7,397$188K0.0%+257.7%0.000%
1/24/2023Tillar Wenstrup Advisors LLC26,751$678K0.3%-1.8%0.000%
1/20/2023 Miracle Mile Advisors LLC117,406$2.98M0.1%N/A0.000%
1/19/2023 Curbstone Financial Management Corp44,050$1.12M0.3%-8.0%0.000%
1/18/2023 Private Trust Co. NA14,304$363K0.1%-22.8%0.000%
1/18/2023 Webster Bank N. A.3,000$76K0.0%N/A0.000%
1/17/2023Horan Securities Inc.5,284$134K0.1%+299.7%0.000%
1/17/2023 Leavell Investment Management Inc.425,396$10.78M0.8%+1.9%0.000%
1/11/2023 Praetorian Wealth Management Inc.194,450$4.93M1.8%-2.7%0.000%
1/10/2023 Lbmc Investment Advisors LLC127,427$3.23M0.3%+17.2%0.000%
1/5/2023 Capital Investment Advisors LLC28,165$714K0.0%+46.7%0.000%
1/4/2023 Confluence Investment Management LLC121,141$3.07M0.0%-27.2%0.000%
11/15/2022Stonebridge Capital Advisors LLC120,473$3.04M0.4%-1.7%0.000%
11/14/2022United Capital Financial Advisers LLC150,979$3.81M0.0%+0.5%0.000%
11/14/2022PFS Investments Inc.144,622$3.65M0.1%-10.2%0.000%
11/14/2022Princeton Global Asset Management LLC18,753$473K0.2%+4.4%0.000%
11/2/2022Sandy Spring Bank41,041$1.04M0.1%-5.6%0.000%
11/1/2022 Harbor Investment Advisory LLC2,068$52K0.0%+29.3%0.000%
10/28/2022Spinnaker Trust17,239$435K0.0%-18.3%0.000%
10/27/2022US Bancorp DE795,803$20.09M0.0%+7.4%0.000%
10/25/2022Janney Montgomery Scott LLC17,291$436K0.0%+43.2%0.000%
10/25/2022Sonata Capital Group Inc.124,535$3.14M1.7%+0.7%0.000%
10/25/2022Tillar Wenstrup Advisors LLC27,251$688K0.3%-18.3%0.000%
10/19/2022 Praetorian Wealth Management Inc.199,766$5.04M1.9%-4.8%0.000%
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10/18/2022Newman Dignan & Sheerar Inc.124,683$3.15M0.5%+27.8%0.000%
10/17/2022 Leavell Investment Management Inc.417,408$10.54M0.8%-3.1%0.000%
10/17/2022 Private Trust Co. NA18,519$467K0.1%+3.4%0.000%
10/17/2022 Cambridge Investment Research Advisors Inc.36,558$923K0.0%+42.0%0.000%
10/17/2022 Archford Capital Strategies LLC11,169$282K0.1%-10.1%0.000%
10/12/2022Horan Securities Inc.1,322$33K0.0%N/A0.000%
10/7/2022 Lbmc Investment Advisors LLC108,770$2.75M0.3%N/A0.000%
10/3/2022 Confluence Investment Management LLC166,337$4.20M0.1%+1.2%0.000%
9/16/2022 Private Trust Co. NA17,905$457K0.1%N/A0.000%
8/15/2022PFS Investments Inc.161,118$4.11M0.1%N/A0.000%
(Data available from 1/1/2016 forward)

IBML Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBML shares?

During the previous two years, 46 institutional investors and hedge funds held shares of iShares iBonds Dec 2023 Term Muni Bond ETF. The most heavily invested institutionals were US Bancorp DE ($17.82M), NewEdge Advisors LLC ($11.21M), Leavell Investment Management Inc. ($8.33M), Integrated Wealth Concepts LLC ($4.22M), United Capital Financial Advisers LLC ($3.81M), PFS Investments Inc. ($3.65M), and Lbmc Investment Advisors LLC ($3.32M).Learn more on IBML's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2023 Term Muni Bond ETF stock?

Of the 40 institutional investors that purchased iShares iBonds Dec 2023 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NewEdge Advisors LLC ($606.70K), US Bancorp DE ($178.71K), PFS Investments Inc. ($161.12K), Integrated Wealth Concepts LLC ($141.69K), Lbmc Investment Advisors LLC ($130.44K), Newman Dignan & Sheerar Inc. ($124.68K), and Miracle Mile Advisors LLC ($117.41K).

How much institutional buying is happening at iShares iBonds Dec 2023 Term Muni Bond ETF?

Institutional investors have bought a total of 2,195,736 shares in the last 24 months. This purchase volume represents approximately $55.86M in transactions.

Which iShares iBonds Dec 2023 Term Muni Bond ETF major shareholders have been selling company stock?

Of the 27 institutional investors that sold iShares iBonds Dec 2023 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($280.05K), Confluence Investment Management LLC ($154.44K), Leavell Investment Management Inc. ($112.33K), US Bancorp DE ($103.33K), Praetorian Wealth Management Inc. ($84.21K), Newman Dignan & Sheerar Inc. ($74.91K), and Flow Traders U.S. LLC ($32.89K).

How much institutional selling is happening at iShares iBonds Dec 2023 Term Muni Bond ETF?

Institutional investors have sold a total of 1,092,407 shares in the last 24 months. This volume of shares sold represents approximately $27.79M in transactions.


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This page (BATS:IBML) was last updated on 4/25/2024 by MarketBeat.com Staff

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