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iShares iBonds Dec 2026 Term Muni Bond ETF (IBMO) Institutional Ownership

iShares iBonds Dec 2026 Term Muni Bond ETF logo
$25.57 +0.04 (+0.14%)
As of 06/12/2025 09:30 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2026 Term Muni Bond ETF (BATS:IBMO)

Number of
Institutional Buyers
(last 12 months)
31
Total
Institutional Inflows
(last 12 months)
$21.49M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$1.78M
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IBMO Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 Term Muni Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 NewEdge Advisors LLC569,568$14.56M0.1%+1.8%2.862%
5/16/2025 Integrated Wealth Concepts LLC325,296$8.32M0.1%+6.7%1.635%
5/12/2025 Scissortail Wealth Management LLC64,903$1.66M0.4%-5.8%0.326%
5/1/2025 Hughes Financial Services LLC6,292$161K0.0%N/A0.032%
5/1/2025 Blue Square Asset Management LLC45,660$1.17M0.6%-2.1%0.229%
4/30/2025 Leavell Investment Management Inc.266,114$6.80M0.3%+3.5%1.337%
4/28/2025 Buffington Mohr McNeal11,490$294K0.1%+9.3%0.058%
4/28/2025 Private Trust Co. NA7,574$194K0.0%+13.9%0.038%
4/25/2025 Spinnaker Trust45,085$1.15M0.1%+32.5%0.228%
4/22/2025 Cambridge Investment Research Advisors Inc.15,486$396K0.0%+31.3%0.078%
4/22/2025 Crews Bank & Trust30,981$792K0.1%-5.9%0.156%
4/21/2025 PSI Advisors LLC56,874$1.45M0.5%+11.4%0.287%
4/17/2025 Janney Montgomery Scott LLC22,338$571K0.0%+36.7%0.113%
4/16/2025 Praetorian Wealth Management Inc.236,902$6.06M1.5%+1.3%1.196%
4/14/2025 Bank of New Hampshire2,905$74K0.0%-20.5%0.015%
4/11/2025 Princeton Global Asset Management LLC15,700$401K0.1%+127.5%0.079%
4/9/2025 Lbmc Investment Advisors LLC366,493$9.37M0.7%+11.1%1.851%
4/9/2025 Harbor Investment Advisory LLC3,656$93K0.0%+15.7%0.018%
4/8/2025 Global Financial Private Client LLC5,801$148K0.1%-10.0%0.029%
2/18/2025 Novem Group20,931$533K0.1%N/A0.117%
2/18/2025 10Elms LLP19,204$489K0.5%N/A0.107%
2/17/2025 Captrust Financial Advisors24,857$633K0.0%-10.6%0.139%
2/17/2025 Cary Street Partners Financial LLC9,595$244K0.0%N/A0.054%
2/17/2025 Ameriprise Financial Inc.319,987$8.15M0.0%+19.0%1.788%
2/14/2025 Stonebridge Capital Advisors LLC8,693$221K0.0%-7.0%0.049%
2/14/2025 Integrated Wealth Concepts LLC304,752$7.76M0.1%+35.3%1.703%
2/13/2025 United Capital Financial Advisors LLC91,410$2.33M0.0%+7.5%0.511%
2/11/2025 Sandy Spring Bank43,388$1.11M0.0%-9.8%0.242%
2/10/2025 Eldridge Investment Advisors Inc.8,000$204K0.0%N/A0.045%
2/10/2025 Hills Bank & Trust Co324,032$8.25M0.6%+4.0%1.810%
2/7/2025 Horan Securities Inc.8,454$215K0.1%-33.4%0.047%
2/5/2025 Peloton Wealth Strategists11,000$280K0.1%+7.8%0.061%
1/30/2025 Spinnaker Trust34,025$866K0.1%+9.9%0.190%
1/29/2025 Sonata Capital Group Inc.95,287$2.43M1.0%+24.7%0.532%
1/29/2025 Leavell Investment Management Inc.257,114$6.55M0.3%+24.1%1.436%
1/24/2025 Princeton Global Asset Management LLC6,900$176K0.0%+12.7%0.039%
1/23/2025 Crews Bank & Trust32,911$838K0.1%N/A0.184%
1/22/2025 Buffington Mohr McNeal10,509$268K0.0%+6.6%0.059%
1/21/2025 Blue Square Asset Management LLC46,623$1.19M0.6%-3.3%0.260%
1/16/2025 Lbmc Investment Advisors LLC329,799$8.40M0.7%+4.4%1.842%
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1/14/2025 Global Financial Private Client LLC6,442$164K0.1%-32.5%0.036%
1/13/2025 PSI Advisors LLC51,074$1.30M0.4%-5.4%0.285%
1/10/2025 Praetorian Wealth Management Inc.233,962$5.96M1.4%+1.0%1.307%
1/2/2025 Confluence Investment Management LLC75,478$1.92M0.0%+1.6%0.422%
11/15/2024 Integrated Wealth Concepts LLC225,318$5.78M0.1%+18.9%1.259%
11/14/2024 Captrust Financial Advisors27,805$713K0.0%+52.1%0.155%
11/1/2024 Leavell Investment Management Inc.207,114$5.31M0.3%+5.6%1.157%
11/1/2024 Sonata Capital Group Inc.76,390$1.96M0.8%N/A0.427%
10/31/2024 Confluence Investment Management LLC74,294$1.91M0.0%+4.7%0.415%
10/31/2024 Spinnaker Trust30,966$794K0.0%-2.9%0.173%
10/29/2024 Blue Square Asset Management LLC48,194$1.24M0.7%-2.4%0.269%
10/16/2024 Buffington Mohr McNeal9,855$253K0.0%N/A0.055%
10/8/2024 Lbmc Investment Advisors LLC315,909$8.11M0.6%+22.5%1.765%
10/2/2024 Praetorian Wealth Management Inc.231,713$5.95M1.5%-4.8%1.294%
8/8/2024 Parallel Advisors LLC17,394$440K0.0%+22.4%0.097%
8/8/2024 STAR Financial Bank7,921$201K0.2%N/A0.044%
8/7/2024 Ashton Thomas Private Wealth LLC255,709$6.48M0.4%-6.9%1.429%
7/25/2024 Hills Bank & Trust Co275,858$6.99M0.6%+12.4%1.541%
7/23/2024 PSI Advisors LLC53,974$1.37M0.4%N/A0.302%
7/23/2024 Exchange Capital Management Inc.12,754$323K0.1%N/A0.071%
7/17/2024 Archford Capital Strategies LLC20,855$528K0.1%+9.8%0.117%
7/15/2024 Newman Dignan & Sheerar Inc.120,680$3.06M0.8%+0.7%0.674%
7/11/2024 Lbmc Investment Advisors LLC257,981$6.53M0.6%+38.2%1.441%
7/10/2024 Praetorian Wealth Management Inc.243,485$6.17M1.6%-3.5%1.360%
7/1/2024 Confluence Investment Management LLC70,934$1.80M0.0%+2.5%0.396%
5/17/2024 Comerica Bank11,442$290K0.0%+277.6%0.064%
5/15/2024 Stonebridge Capital Advisors LLC30,208$766K0.1%-14.9%0.169%
5/2/2024 Horan Securities Inc.8,946$227K0.1%+11.6%0.050%
5/1/2024 Janney Montgomery Scott LLC17,997$456K0.0%+24.8%0.101%
4/24/2024 Leavell Investment Management Inc.195,976$4.97M0.3%-3.4%1.101%
4/24/2024 Archford Capital Strategies LLC18,990$481K0.1%+5.5%0.107%
4/22/2024 Ashton Thomas Private Wealth LLC274,634$6.96M0.4%+0.6%1.543%
4/12/2024 Harbor Investment Advisory LLC2,056$52K0.0%N/A0.017%
4/12/2024 Lbmc Investment Advisors LLC186,620$4.73M0.4%+141.7%1.505%
4/10/2024 Praetorian Wealth Management Inc.252,380$6.40M1.7%+6.5%2.035%
4/1/2024 Confluence Investment Management LLC69,218$1.76M0.0%N/A0.558%
2/12/2024 Arrow Financial Corp9,388$239K0.0%-8.5%0.076%
2/7/2024 Horan Securities Inc.8,013$204K0.1%N/A0.065%
2/7/2024 Hills Bank & Trust Co244,958$6.25M0.6%+145.8%1.975%
2/2/2024 Spinnaker Trust11,946$305K0.0%N/A0.096%
2/2/2024 Gould Asset Management LLC CA17,130$437K0.1%N/A0.138%
1/30/2024 Scissortail Wealth Management LLC60,436$1.54M0.5%N/A0.487%
1/26/2024 Sandy Spring Bank37,310$952K0.0%-2.4%0.301%
1/23/2024 Leavell Investment Management Inc.202,976$5.18M0.3%+12.3%1.637%
1/22/2024 Princeton Global Asset Management LLC6,125$156K0.0%+175.3%0.049%
1/16/2024 Lbmc Investment Advisors LLC77,200$1.97M0.2%+57.6%0.623%
1/12/2024 Archford Capital Strategies LLC17,999$459K0.1%+25.6%0.145%
1/11/2024 Praetorian Wealth Management Inc.236,943$6.05M1.7%+5.6%1.911%
11/15/2023 Stonebridge Capital Advisors LLC39,568$982K0.1%-3.2%0.319%
11/15/2023 Integrated Wealth Concepts LLC102,749$2.55M0.0%-7.9%0.829%
The End of Elon Musk…? (Ad)

The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, and he's been proven right time and time again. And now, while the media focuses on Tesla's "demise," he's uncovered an AI breakthrough that's about to make Elon's doubters eat their words yet again. According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.

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11/8/2023 Janney Montgomery Scott LLC14,407$357K0.0%+38.9%0.116%
11/8/2023 Newman Dignan & Sheerar Inc.110,401$2.74M0.9%+0.9%0.890%
10/30/2023 Sandy Spring Bank38,220$948K0.1%-1.5%0.308%
10/27/2023 Archford Capital Strategies LLC14,326$355K0.1%-41.9%0.116%
10/26/2023 Hills Bank & Trust Co99,677$2.47M0.3%N/A0.804%
10/24/2023 Cambridge Investment Research Advisors Inc.14,719$365K0.0%-78.0%0.119%
10/18/2023 Private Trust Co. NA6,919$172K0.0%+10.1%0.056%
10/16/2023 Leavell Investment Management Inc.180,794$4.49M0.3%+1.3%1.458%
10/11/2023 Praetorian Wealth Management Inc.224,345$5.57M1.8%+3.5%1.809%
10/10/2023 Confluence Investment Management LLC12,186$302K0.0%-88.5%0.098%
(Data available from 1/1/2016 forward)

IBMO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBMO shares?

During the previous two years, 43 institutional investors and hedge funds held shares of iShares iBonds Dec 2026 Term Muni Bond ETF. The most heavily invested institutionals were NewEdge Advisors LLC ($14.56M), Lbmc Investment Advisors LLC ($9.37M), Integrated Wealth Concepts LLC ($8.32M), Hills Bank & Trust Co ($8.25M), Ameriprise Financial Inc. ($8.15M), Leavell Investment Management Inc. ($6.80M), and Ashton Thomas Private Wealth LLC ($6.48M).Learn more on IBMO's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2026 Term Muni Bond ETF stock?

Of the 39 institutional investors that purchased iShares iBonds Dec 2026 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Lbmc Investment Advisors LLC ($317.50K), Hills Bank & Trust Co ($287.92K), Integrated Wealth Concepts LLC ($135.73K), Sonata Capital Group Inc. ($95.29K), Leavell Investment Management Inc. ($94.52K), Confluence Investment Management LLC ($75.48K), and Scissortail Wealth Management LLC ($60.44K).

How much institutional buying is happening at iShares iBonds Dec 2026 Term Muni Bond ETF?

Institutional investors have bought a total of 1,523,021 shares in the last 24 months. This purchase volume represents approximately $38.72M in transactions.

Which iShares iBonds Dec 2026 Term Muni Bond ETF major shareholders have been selling company stock?

Of the 20 institutional investors that sold iShares iBonds Dec 2026 Term Muni Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Confluence Investment Management LLC ($95.39K), Cambridge Investment Research Advisors Inc. ($60.49K), Praetorian Wealth Management Inc. ($23.61K), Ashton Thomas Private Wealth LLC ($18.93K), Archford Capital Strategies LLC ($10.31K), Integrated Wealth Concepts LLC ($8.78K), and Leavell Investment Management Inc. ($7.80K).

How much institutional selling is happening at iShares iBonds Dec 2026 Term Muni Bond ETF?

Institutional investors have sold a total of 266,486 shares in the last 24 months. This volume of shares sold represents approximately $6.67M in transactions.



This page (BATS:IBMO) was last updated on 6/13/2025 by MarketBeat.com Staff
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