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iShares iBonds Dec 2025 Term Muni Bond ETF (IBMN) Institutional Ownership

iShares iBonds Dec 2025 Term Muni Bond ETF logo
$26.73 0.00 (0.00%)
As of 05/27/2026
Compare

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2025 Term Muni Bond ETF (BATS:IBMN)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$3.95M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$11.64M
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Skip Chart & View Institutional Buying and Selling Data

IBMN Institutional Buying and Selling by Quarter

iShares iBonds Dec 2025 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
12/2/2025 IFP Advisors Inc23,978$642K0.0%-26.1%0.144%
11/19/2025 Captrust Financial Advisors84,560$2.27M0.0%-7.1%0.506%
11/17/2025 NewEdge Advisors LLC244,083$6.54M0.0%-49.2%1.462%
11/17/2025 United Capital Financial Advisors LLC114,738$3.07M0.0%+11.3%0.687%
11/17/2025 Integrated Wealth Concepts LLC307,402$8.24M0.1%-8.0%1.841%
11/17/2025 Ameriprise Financial Inc.64,911$1.74M0.0%+2.0%0.389%
11/13/2025 Parallel Advisors LLC17,903$480K0.0%-3.1%0.107%
11/12/2025 10Elms LLP15,739$422K0.4%-3.1%0.094%
11/5/2025 HORAN Wealth LLC15,160$406K0.1%N/A0.091%
11/4/2025 Atlantic Union Bankshares Corp30,810$825K0.0%-4.5%0.184%
11/4/2025 Jones Financial Companies Lllp5,814$156K0.0%+197.7%0.035%
10/28/2025 Leavell Investment Management Inc.263,680$7.06M0.3%-12.6%1.579%
10/28/2025 Blue Square Asset Management LLC14,994$402K0.2%-65.2%0.090%
10/22/2025 Crews Bank & Trust10,597$284K0.0%-57.0%0.063%
10/15/2025 Praetorian Wealth Management Inc.152,406$4.08M0.8%-2.5%0.913%
10/9/2025 Princeton Global Asset Management LLC12,849$344K0.1%-5.4%0.077%
10/7/2025 Lbmc Investment Advisors LLC265,437$7.11M0.5%-3.4%1.589%
8/15/2025 Stonebridge Capital Advisors LLC15,060$403K0.0%-15.8%0.090%
8/15/2025 Captrust Financial Advisors91,055$2.44M0.0%+9.5%0.545%
8/15/2025 Ameriprise Financial Inc.63,632$1.70M0.0%-1.7%0.381%
8/14/2025 NewEdge Advisors LLC480,900$12.87M0.1%+12.0%2.880%
8/6/2025 Atlantic Union Bankshares Corp32,267$864K0.0%N/A0.193%
8/5/2025 Gould Asset Management LLC CA19,095$511K0.1%+15.8%0.114%
7/31/2025 Leavell Investment Management Inc.301,659$8.07M0.4%-1.5%1.806%
7/29/2025 Private Trust Co. NA8,354$224K0.0%+15.2%0.050%
7/22/2025 Red Tortoise LLC16,483$441K0.2%N/A0.099%
7/18/2025 Newman Dignan & Sheerar Inc.17,280$462K0.1%-60.4%0.103%
7/17/2025 Janney Montgomery Scott LLC10,719$287K0.0%-43.1%0.064%
7/9/2025 Praetorian Wealth Management Inc.156,257$4.18M1.0%-9.5%0.936%
7/8/2025 Parallel Advisors LLC18,478$495K0.0%+22.8%0.111%
5/16/2025Jones Financial Companies Lllp61,749$1.65M0.0%+6,074.9%0.360%
5/16/2025NewEdge Advisors LLC429,190$11.48M0.1%-7.7%2.503%
5/16/2025Integrated Wealth Concepts LLC340,102$9.10M0.1%+5.7%1.983%
5/12/2025Scissortail Wealth Management LLC62,160$1.66M0.4%-5.3%0.362%
5/9/2025PNC Financial Services Group Inc.1,517$41K0.0%+41.1%0.009%
5/1/2025Hughes Financial Services LLC1,894$51K0.0%N/A0.011%
5/1/2025Blue Square Asset Management LLC43,910$1.18M0.6%-2.1%0.256%
4/30/2025Leavell Investment Management Inc.306,186$8.19M0.4%+0.7%1.785%
4/28/2025Private Trust Co. NA7,254$194K0.0%-7.4%0.041%
4/25/2025Spinnaker Trust31,680$847K0.1%+21.9%0.179%
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4/22/2025Cambridge Investment Research Advisors Inc.11,886$318K0.0%-28.4%0.067%
4/22/2025Crews Bank & Trust24,741$662K0.1%+6.0%0.140%
4/21/2025PSI Advisors LLC168,817$4.52M1.5%+20.2%0.956%
4/17/2025Janney Montgomery Scott LLC18,828$504K0.0%+46.8%0.107%
4/16/2025Praetorian Wealth Management Inc.172,743$4.62M1.1%-10.9%0.979%
4/9/2025Lbmc Investment Advisors LLC274,556$7.34M0.6%+1.8%1.556%
4/8/2025Global Financial Private Client LLC5,274$141K0.1%-10.6%0.030%
2/18/2025Novem Group17,050$454K0.1%N/A0.084%
2/18/202510Elms LLP14,385$383K0.4%N/A0.071%
2/17/2025Captrust Financial Advisors87,296$2.32M0.0%-2.6%0.431%
2/17/2025Ameriprise Financial Inc.64,948$1.73M0.0%+5.4%0.321%
2/14/2025Stonebridge Capital Advisors LLC20,881$556K0.0%-19.2%0.103%
2/14/2025Integrated Wealth Concepts LLC321,631$8.56M0.1%+21.4%1.588%
2/14/2025IHT Wealth Management LLC45,692$1.22M0.0%+53.5%0.226%
2/13/2025United Capital Financial Advisors LLC87,823$2.34M0.0%+8.6%0.434%
2/12/2025OLD Mission Capital LLC15,941$424K0.0%N/A0.079%
2/11/2025Sandy Spring Bank35,854$954K0.0%-8.8%0.177%
2/10/2025Parallel Advisors LLC15,051$401K0.0%+4.5%0.074%
2/10/2025Eldridge Investment Advisors Inc.17,303$461K0.1%N/A0.085%
2/10/2025Hills Bank & Trust Co293,364$7.81M0.6%+1.7%1.449%
2/7/2025Horan Securities Inc.15,160$403K0.2%-18.9%0.075%
2/7/2025PNC Financial Services Group Inc.1,075$29K0.0%N/A0.005%
2/6/2025Jones Financial Companies Lllp1,000$27K0.0%N/A0.005%
2/5/2025Peloton Wealth Strategists20,500$546K0.2%-18.0%0.101%
2/4/2025Exchange Capital Management Inc.23,260$619K0.1%+3.8%0.115%
1/30/2025Newman Dignan & Sheerar Inc.66,216$1.76M0.5%-12.4%0.327%
1/29/2025Leavell Investment Management Inc.303,936$8.09M0.4%-3.2%1.501%
1/23/2025Crews Bank & Trust23,341$621K0.1%N/A0.115%
1/21/2025Blue Square Asset Management LLC44,844$1.19M0.6%-3.3%0.221%
1/16/2025Lbmc Investment Advisors LLC269,710$7.18M0.6%+4.1%1.332%
1/14/2025Global Financial Private Client LLC5,901$157K0.1%-33.1%0.029%
1/13/2025PSI Advisors LLC140,461$3.74M1.1%+92.0%0.694%
1/10/2025Praetorian Wealth Management Inc.193,932$5.16M1.3%-4.1%0.958%
12/26/2024JPMorgan Chase & Co.110,121$2.94M0.0%+30,574.4%0.544%
11/15/2024Integrated Wealth Concepts LLC264,913$7.06M0.1%+7.6%1.308%
11/14/2024Captrust Financial Advisors89,615$2.39M0.0%+7.4%0.443%
11/13/2024Private Trust Co. NA7,831$209K0.0%+22.6%0.039%
11/6/2024Coastline Trust Co4,174$111K0.0%N/A0.021%
11/1/2024Leavell Investment Management Inc.313,936$8.37M0.4%+2.7%1.550%
11/1/2024Sonata Capital Group Inc.90,910$2.42M1.0%N/A0.449%
10/31/2024Confluence Investment Management LLC11,431$305K0.0%-69.9%0.056%
10/31/2024Spinnaker Trust25,995$693K0.0%+7.0%0.128%
10/29/2024Blue Square Asset Management LLC46,376$1.24M0.7%-2.3%0.229%
10/8/2024Lbmc Investment Advisors LLC259,206$6.91M0.5%+22.9%1.280%
10/2/2024Praetorian Wealth Management Inc.202,131$5.39M1.3%-9.8%0.998%
8/8/2024Parallel Advisors LLC13,046$346K0.0%+30.5%0.064%
8/7/2024Ashton Thomas Private Wealth LLC243,203$6.44M0.4%-3.4%1.201%
7/31/2024Spinnaker Trust24,285$643K0.0%+8.6%0.120%
7/26/2024Cambridge Investment Research Advisors Inc.88,176$2.34M0.0%+6.7%0.435%
7/25/2024Hills Bank & Trust Co255,960$6.78M0.5%+13.0%1.264%
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7/23/2024PSI Advisors LLC73,161$1.94M0.6%N/A0.361%
7/23/2024Exchange Capital Management Inc.20,930$554K0.1%N/A0.103%
7/17/2024Archford Capital Strategies LLC21,027$557K0.1%+9.3%0.104%
7/17/2024Leavell Investment Management Inc.305,676$8.10M0.4%-0.2%1.510%
7/16/2024ORG Partners LLC3,700$98K0.0%N/A0.018%
7/11/2024Lbmc Investment Advisors LLC210,974$5.59M0.5%+8.8%1.042%
7/10/2024Praetorian Wealth Management Inc.224,019$5.93M1.5%-6.4%1.106%
7/1/2024Confluence Investment Management LLC37,934$1.01M0.0%+30.4%0.187%
5/15/2024Stonebridge Capital Advisors LLC52,268$1.38M0.1%-42.3%0.258%
5/2/2024Horan Securities Inc.15,630$414K0.2%+35.3%0.077%


IBMN Institutional Ownership - Frequently Asked Questions

During the previous two years, 46 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Muni Bond ETF. The most heavily invested institutionals were Integrated Wealth Concepts LLC ($8.24M), Hills Bank & Trust Co ($7.81M), Lbmc Investment Advisors LLC ($7.11M), Leavell Investment Management Inc. ($7.06M), NewEdge Advisors LLC ($6.54M), Ashton Thomas Private Wealth LLC ($6.44M), and PSI Advisors LLC ($4.52M).Learn more on iShares iBonds Dec 2025 Term Muni Bond ETF's institutional investors.

Of the 34 institutional investors that purchased iShares iBonds Dec 2025 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: PSI Advisors LLC ($168.82K), JPMorgan Chase & Co. ($109.76K), Integrated Wealth Concepts LLC ($93.86K), Sonata Capital Group Inc. ($90.91K), Lbmc Investment Advisors LLC ($80.70K), Jones Financial Companies Lllp ($65.61K), and NewEdge Advisors LLC ($51.71K).

Institutional investors have bought a total of 147,478 shares in the last 24 months. This purchase volume represents approximately $3.95M in transactions.

Of the 17 institutional investors that sold iShares iBonds Dec 2025 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($236.82K), Leavell Investment Management Inc. ($42.51K), Blue Square Asset Management LLC ($28.05K), Integrated Wealth Concepts LLC ($26.71K), Newman Dignan & Sheerar Inc. ($26.35K), Praetorian Wealth Management Inc. ($20.34K), and Crews Bank & Trust ($14.02K).

Institutional investors have sold a total of 434,435 shares in the last 24 months. This volume of shares sold represents approximately $11.64M in transactions.


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This page (BATS:IBMN) was last updated on 5/30/2026 by MarketBeat.com Staff.
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