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

iShares iBonds Dec 2026 Term Muni Bond ETF logo
$25.59 0.00 (0.00%)
As of 12:42 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)
27
Total
Institutional Inflows
(last 12 months)
$15.96M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.20M
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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
7/8/2026 Praetorian Wealth Management Inc.198,055$5.08M0.9%-7.7%0.964%
5/13/2026Godshalk Welsh Capital Management Inc.37,500$961K0.6%+15.4%0.182%
4/29/2026 Evergreen Private Wealth LLC52,186$1.34M0.5%+5.7%0.254%
4/29/2026 O Domhnaill Enterprises Inc.43,969$1.13M0.9%N/A0.214%
4/22/2026 Princeton Global Asset Management LLC19,825$508K0.1%-3.8%0.096%
4/22/2026Janney Montgomery Scott LLC11,745$301K0.0%-16.3%0.057%
4/17/2026 Matthew Goff Investment Advisor LLC160,242$3.88M0.6%N/A0.780%
2/18/2026NewEdge Advisors LLC686,728$17.61M0.1%+6.4%3.342%
2/17/2026Captrust Financial Advisors21,311$546K0.0%+1.9%0.104%
2/13/2026Integrated Wealth Concepts LLC376,796$9.66M0.1%-1.6%1.834%
2/12/2026Godshalk Welsh Capital Management Inc.32,500$833K0.5%+14.0%0.158%
2/11/2026Janney Montgomery Scott LLC14,025$360K0.0%-6.5%0.068%
2/11/2026Eldridge Investment Advisors Inc.22,650$581K0.1%+141.0%0.110%
2/11/2026Parallel Advisors LLC24,807$636K0.0%+12.2%0.121%
2/10/2026Spinnaker Trust51,999$1.33M0.1%+2.6%0.253%
2/9/2026PSI Advisors LLC131,848$3.38M0.8%+27.7%0.642%
2/4/2026Atlantic Union Bankshares Corp42,156$1.08M0.0%-1.7%0.205%
1/30/2026 Strategic Blueprint LLC9,161$235K0.0%+9.3%0.045%
1/28/2026 Evergreen Private Wealth LLC49,386$1.27M0.5%+7.9%0.240%
1/23/2026 Curbstone Financial Management Corp21,620$554K0.1%+38.4%0.105%
1/22/2026Red Tortoise LLC17,442$447K0.2%N/A0.085%
1/22/2026 Newman Dignan & Sheerar Inc.45,639$1.17M0.2%-52.5%0.222%
1/21/2026 Crews Bank & Trust32,575$835K0.1%-12.6%0.159%
1/20/2026 Princeton Global Asset Management LLC20,600$528K0.1%+31.2%0.100%
1/20/2026 Blue Square Asset Management LLC45,840$1.18M0.5%+4.3%0.223%
1/14/2026 Praetorian Wealth Management Inc.241,578$6.19M1.2%+3.1%1.176%
1/5/2026 Confluence Investment Management LLC12,881$330K0.0%-81.1%0.063%
1/1/2026JPMorgan Chase & Co.3,767$97K0.0%N/A0.018%
12/2/2025 IFP Advisors Inc26,413$678K0.0%-23.6%0.129%
11/17/2025NewEdge Advisors LLC645,225$16.56M0.1%+4.9%3.140%
11/17/2025United Capital Financial Advisors LLC120,230$3.09M0.0%+11.1%0.585%
11/17/2025Integrated Wealth Concepts LLC382,935$9.83M0.1%+13.8%1.863%
11/17/2025Ameriprise Financial Inc.90,025$2.31M0.0%-37.5%0.438%
11/13/2025Parallel Advisors LLC22,115$567K0.0%-2.5%0.108%
11/12/202510Elms LLP24,344$625K0.6%+2.3%0.118%
11/10/2025 Cary Street Partners Financial LLC10,245$263K0.0%+6.8%0.050%
11/7/2025JPMorgan Chase & Co.3,767$97K0.0%N/A0.018%
11/5/2025Spinnaker Trust50,693$1.30M0.1%+6.3%0.247%
11/5/2025HORAN Wealth LLC8,453$217K0.0%N/A0.041%
11/4/2025Atlantic Union Bankshares Corp42,901$1.10M0.0%-2.1%0.209%
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10/28/2025 Leavell Investment Management Inc.266,087$6.83M0.3%-1.8%1.295%
10/28/2025Gould Asset Management LLC CA21,540$553K0.1%+5.7%0.105%
10/28/2025 Blue Square Asset Management LLC43,956$1.13M0.5%-1.8%0.214%
10/22/2025 Crews Bank & Trust37,281$957K0.1%+20.3%0.181%
10/15/2025 Curbstone Financial Management Corp15,620$401K0.1%N/A0.076%
10/15/2025 Praetorian Wealth Management Inc.234,296$6.01M1.2%-1.2%1.140%
10/14/2025 Confluence Investment Management LLC68,076$1.75M0.0%-6.6%0.331%
10/9/2025 Newman Dignan & Sheerar Inc.96,059$2.47M0.5%-9.3%0.467%
10/7/2025Lbmc Investment Advisors LLC464,080$11.91M0.8%+12.7%2.258%
10/2/2025 Bank of New Hampshire1,905$49K0.0%-34.4%0.009%
8/15/2025Captrust Financial Advisors18,689$479K0.0%-8.3%0.091%
8/15/2025Ameriprise Financial Inc.143,957$3.69M0.0%-9.0%0.701%
8/14/2025NewEdge Advisors LLC615,172$15.76M0.1%+8.0%2.994%
8/7/2025 Hughes Financial Services LLC6,686$171K0.0%+6.3%0.033%
8/6/2025Atlantic Union Bankshares Corp43,830$1.12M0.0%N/A0.213%
8/5/2025Gould Asset Management LLC CA20,375$522K0.1%+17.2%0.099%
8/4/2025Spinnaker Trust47,700$1.22M0.1%+5.8%0.232%
7/31/2025 Leavell Investment Management Inc.270,987$6.94M0.3%+1.8%1.319%
7/30/2025 Strategic Blueprint LLC8,381$215K0.0%N/A0.041%
7/29/2025 Private Trust Co. NA9,739$250K0.0%+28.6%0.047%
7/21/2025Exchange Capital Management Inc.14,899$382K0.1%-3.2%0.073%
7/18/2025 Newman Dignan & Sheerar Inc.105,943$2.72M0.6%-10.8%0.516%
7/17/2025Janney Montgomery Scott LLC14,125$362K0.0%-36.8%0.069%
7/9/2025Lbmc Investment Advisors LLC411,927$10.56M0.8%+12.4%2.005%
7/8/2025Parallel Advisors LLC22,690$581K0.0%+15.9%0.110%
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%
4/9/2025Harbor 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%
Only one company survived this screen (Ad)

On May 21, 2026, a federal board voted unanimously to lend one gold company roughly $3 billion. The company passed a strict four box screen: American soil, full permits, meaningful scale, and small enough that the capital transforms it. Majors like Newmont failed on scale; juniors failed on permits. It trades at about 1/50th the size of Newmont, with final loan papers expected in the second half of 2026.tc pixel

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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%


IBMO Institutional Ownership - Frequently Asked Questions

During the previous two years, 50 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 ($17.61M), Lbmc Investment Advisors LLC ($11.91M), Integrated Wealth Concepts LLC ($9.66M), Hills Bank & Trust Co ($8.25M), Leavell Investment Management Inc. ($6.83M), Ashton Thomas Private Wealth LLC ($6.48M), and Praetorian Wealth Management Inc. ($5.08M).Learn more on iShares iBonds Dec 2026 Term Muni Bond ETF's institutional investors.

Of the 40 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 ($206.10K), Integrated Wealth Concepts LLC ($182.08K), Matthew Goff Investment Advisor LLC ($160.24K), NewEdge Advisors LLC ($127.29K), Sonata Capital Group Inc. ($95.29K), Leavell Investment Management Inc. ($74.81K), and Ameriprise Financial Inc. ($51.11K).

Institutional investors have bought a total of 622,321 shares in the last 24 months. This purchase volume represents approximately $15.96M in transactions.

Of the 15 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: Ameriprise Financial Inc. ($68.23K), Newman Dignan & Sheerar Inc. ($60.30K), Confluence Investment Management LLC ($59.97K), Praetorian Wealth Management Inc. ($19.44K), IFP Advisors Inc ($8.17K), Integrated Wealth Concepts LLC ($6.14K), and Leavell Investment Management Inc. ($4.90K).

Institutional investors have sold a total of 241,619 shares in the last 24 months. This volume of shares sold represents approximately $6.20M in transactions.


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This page (BATS:IBMO) was last updated on 8/4/2026 by MarketBeat.com Staff.
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