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

iShares iBonds Dec 2026 Term Muni Bond ETF logo
$25.60 +0.07 (+0.27%)
As of 07/3/2025 01:04 PM Eastern
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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)
$21.45M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$1.85M
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IBMO Institutional Buying and Selling by Quarter

iShares iBonds Dec 2026 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
7/1/2025 Confluence Investment Management LLC72,848$1.87M0.0%-3.5%0.358%
5/16/2025NewEdge Advisors LLC569,568$14.56M0.1%+1.8%2.862%
5/16/2025Integrated Wealth Concepts LLC325,296$8.32M0.1%+6.7%1.635%
5/12/2025Scissortail Wealth Management LLC64,903$1.66M0.4%-5.8%0.326%
5/1/2025Hughes Financial Services LLC6,292$161K0.0%N/A0.032%
5/1/2025Blue Square Asset Management LLC45,660$1.17M0.6%-2.1%0.229%
4/30/2025Leavell Investment Management Inc.266,114$6.80M0.3%+3.5%1.337%
4/28/2025Buffington Mohr McNeal11,490$294K0.1%+9.3%0.058%
4/28/2025Private Trust Co. NA7,574$194K0.0%+13.9%0.038%
4/25/2025Spinnaker Trust45,085$1.15M0.1%+32.5%0.228%
4/22/2025Cambridge Investment Research Advisors Inc.15,486$396K0.0%+31.3%0.078%
4/22/2025Crews Bank & Trust30,981$792K0.1%-5.9%0.156%
4/21/2025PSI Advisors LLC56,874$1.45M0.5%+11.4%0.287%
4/17/2025Janney Montgomery Scott LLC22,338$571K0.0%+36.7%0.113%
4/16/2025Praetorian Wealth Management Inc.236,902$6.06M1.5%+1.3%1.196%
4/14/2025Bank of New Hampshire2,905$74K0.0%-20.5%0.015%
4/11/2025Princeton Global Asset Management LLC15,700$401K0.1%+127.5%0.079%
4/9/2025Lbmc 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%
4/8/2025Global Financial Private Client LLC5,801$148K0.1%-10.0%0.029%
2/18/2025Novem Group20,931$533K0.1%N/A0.117%
2/18/202510Elms LLP19,204$489K0.5%N/A0.107%
2/17/2025Captrust Financial Advisors24,857$633K0.0%-10.6%0.139%
2/17/2025Cary Street Partners Financial LLC9,595$244K0.0%N/A0.054%
2/17/2025Ameriprise Financial Inc.319,987$8.15M0.0%+19.0%1.788%
2/14/2025Stonebridge Capital Advisors LLC8,693$221K0.0%-7.0%0.049%
2/14/2025Integrated Wealth Concepts LLC304,752$7.76M0.1%+35.3%1.703%
2/13/2025United Capital Financial Advisors LLC91,410$2.33M0.0%+7.5%0.511%
2/11/2025Sandy Spring Bank43,388$1.11M0.0%-9.8%0.242%
2/10/2025Eldridge Investment Advisors Inc.8,000$204K0.0%N/A0.045%
2/10/2025Hills Bank & Trust Co324,032$8.25M0.6%+4.0%1.810%
2/7/2025Horan Securities Inc.8,454$215K0.1%-33.4%0.047%
2/5/2025Peloton Wealth Strategists11,000$280K0.1%+7.8%0.061%
1/30/2025Spinnaker Trust34,025$866K0.1%+9.9%0.190%
1/29/2025Sonata Capital Group Inc.95,287$2.43M1.0%+24.7%0.532%
1/29/2025Leavell Investment Management Inc.257,114$6.55M0.3%+24.1%1.436%
1/24/2025Princeton Global Asset Management LLC6,900$176K0.0%+12.7%0.039%
1/23/2025Crews Bank & Trust32,911$838K0.1%N/A0.184%
1/22/2025Buffington Mohr McNeal10,509$268K0.0%+6.6%0.059%
1/21/2025Blue Square Asset Management LLC46,623$1.19M0.6%-3.3%0.260%
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1/16/2025Lbmc Investment Advisors LLC329,799$8.40M0.7%+4.4%1.842%
1/14/2025Global Financial Private Client LLC6,442$164K0.1%-32.5%0.036%
1/13/2025PSI Advisors LLC51,074$1.30M0.4%-5.4%0.285%
1/10/2025Praetorian 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%
11/15/2024Integrated Wealth Concepts LLC225,318$5.78M0.1%+18.9%1.259%
11/14/2024Captrust Financial Advisors27,805$713K0.0%+52.1%0.155%
11/1/2024Leavell Investment Management Inc.207,114$5.31M0.3%+5.6%1.157%
11/1/2024Sonata 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%
10/31/2024Spinnaker Trust30,966$794K0.0%-2.9%0.173%
10/29/2024Blue Square Asset Management LLC48,194$1.24M0.7%-2.4%0.269%
10/16/2024Buffington Mohr McNeal9,855$253K0.0%N/A0.055%
10/8/2024Lbmc Investment Advisors LLC315,909$8.11M0.6%+22.5%1.765%
10/2/2024Praetorian Wealth Management Inc.231,713$5.95M1.5%-4.8%1.294%
8/8/2024Parallel Advisors LLC17,394$440K0.0%+22.4%0.097%
8/8/2024STAR Financial Bank7,921$201K0.2%N/A0.044%
8/7/2024Ashton Thomas Private Wealth LLC255,709$6.48M0.4%-6.9%1.429%
7/25/2024Hills Bank & Trust Co275,858$6.99M0.6%+12.4%1.541%
7/23/2024PSI Advisors LLC53,974$1.37M0.4%N/A0.302%
7/23/2024Exchange Capital Management Inc.12,754$323K0.1%N/A0.071%
7/17/2024Archford Capital Strategies LLC20,855$528K0.1%+9.8%0.117%
7/15/2024Newman Dignan & Sheerar Inc.120,680$3.06M0.8%+0.7%0.674%
7/11/2024Lbmc Investment Advisors LLC257,981$6.53M0.6%+38.2%1.441%
7/10/2024Praetorian 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%
5/17/2024Comerica Bank11,442$290K0.0%+277.6%0.064%
5/15/2024Stonebridge Capital Advisors LLC30,208$766K0.1%-14.9%0.169%
5/2/2024Horan Securities Inc.8,946$227K0.1%+11.6%0.050%
5/1/2024Janney Montgomery Scott LLC17,997$456K0.0%+24.8%0.101%
4/24/2024Leavell Investment Management Inc.195,976$4.97M0.3%-3.4%1.101%
4/24/2024Archford Capital Strategies LLC18,990$481K0.1%+5.5%0.107%
4/22/2024Ashton 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%
4/12/2024Lbmc Investment Advisors LLC186,620$4.73M0.4%+141.7%1.505%
4/10/2024Praetorian 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%
2/12/2024Arrow Financial Corp9,388$239K0.0%-8.5%0.076%
2/7/2024Horan Securities Inc.8,013$204K0.1%N/A0.065%
2/7/2024Hills Bank & Trust Co244,958$6.25M0.6%+145.8%1.975%
2/2/2024Spinnaker Trust11,946$305K0.0%N/A0.096%
2/2/2024Gould Asset Management LLC CA17,130$437K0.1%N/A0.138%
1/30/2024Scissortail Wealth Management LLC60,436$1.54M0.5%N/A0.487%
1/26/2024Sandy Spring Bank37,310$952K0.0%-2.4%0.301%
1/23/2024Leavell Investment Management Inc.202,976$5.18M0.3%+12.3%1.637%
1/22/2024Princeton Global Asset Management LLC6,125$156K0.0%+175.3%0.049%
1/16/2024Lbmc Investment Advisors LLC77,200$1.97M0.2%+57.6%0.623%
1/12/2024Archford Capital Strategies LLC17,999$459K0.1%+25.6%0.145%
1/11/2024Praetorian Wealth Management Inc.236,943$6.05M1.7%+5.6%1.911%
11/15/2023Stonebridge Capital Advisors LLC39,568$982K0.1%-3.2%0.319%
Everyone’s watching Nvidia right now. Here’s why I’m excited. (Ad)

So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal with Saudi Arabia to power its new AI empire 🤯 We’re talking about hundreds of thousands of chips, including their latest Grace Blackwell supercomputer.

🎯 Click here to watch the video and get the free ticker XGPT just flagged.
11/15/2023Integrated Wealth Concepts LLC102,749$2.55M0.0%-7.9%0.829%
11/8/2023Janney Montgomery Scott LLC14,407$357K0.0%+38.9%0.116%
11/8/2023Newman Dignan & Sheerar Inc.110,401$2.74M0.9%+0.9%0.890%
10/30/2023Sandy Spring Bank38,220$948K0.1%-1.5%0.308%
10/27/2023Archford Capital Strategies LLC14,326$355K0.1%-41.9%0.116%
10/26/2023Hills Bank & Trust Co99,677$2.47M0.3%N/A0.804%
10/24/2023Cambridge Investment Research Advisors Inc.14,719$365K0.0%-78.0%0.119%
10/18/2023Private Trust Co. NA6,919$172K0.0%+10.1%0.056%
10/16/2023Leavell Investment Management Inc.180,794$4.49M0.3%+1.3%1.458%
10/11/2023Praetorian Wealth Management Inc.224,345$5.57M1.8%+3.5%1.809%
(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 iShares iBonds Dec 2026 Term Muni Bond ETF's institutional investors.

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

Of the 39 institutional investors that purchased iShares iBonds Dec 2026 Term Muni Bond ETF's 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 840,962 shares in the last 24 months. This purchase volume represents approximately $21.45M in transactions.

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

Of the 14 institutional investors that sold iShares iBonds Dec 2026 Term Muni Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Praetorian Wealth Management Inc. ($20.67K), Ashton Thomas Private Wealth LLC ($18.93K), Sandy Spring Bank ($4.73K), Horan Securities Inc. ($4.23K), Scissortail Wealth Management LLC ($3.96K), Global Financial Private Client LLC ($3.74K), and Blue Square Asset Management LLC ($3.73K).

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

Institutional investors have sold a total of 72,715 shares in the last 24 months. This volume of shares sold represents approximately $1.85M in transactions.


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This page (BATS:IBMO) was last updated on 7/5/2025 by MarketBeat.com Staff
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