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iShares iBonds Dec 2029 Term Muni Bond ETF (IBMR) Institutional Ownership

iShares iBonds Dec 2029 Term Muni Bond ETF logo
$25.03 +0.00 (+0.01%)
As of 10:01 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2029 Term Muni Bond ETF (BATS:IBMR)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$14.94M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$944.36K
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IBMR Institutional Buying and Selling by Quarter

iShares iBonds Dec 2029 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
9/9/2026 NewEdge Advisors LLC63,985$1.63M0.0%-8.2%0.630%
9/9/2026 Roble Belko & Company Inc68,802$1.77M0.2%N/A0.678%
9/9/2026 Sterling Investment Advisors Ltd.27,350$704K0.1%N/A0.269%
8/22/2026 United Community Bank1,485$38K0.0%N/A0.015%
7/8/2026 Praetorian Wealth Management Inc.253,195$6.43M1.1%+1.8%2.495%
7/1/2026 Noble Wealth Management PBC1,100$28K0.0%-45.0%0.011%
7/1/2026 Confluence Investment Management LLC87,480$2.22M0.0%+0.9%0.862%
6/3/2026 Parallel Advisors LLC27,435$695K0.0%+18.5%0.270%
6/3/2026 NewEdge Advisors LLC69,682$1.77M0.0%-18.7%0.687%
5/13/2026 Godshalk Welsh Capital Management Inc.46,000$1.17M0.7%+47.0%0.453%
5/8/2026 HORAN Wealth LLC8,517$217K0.0%N/A0.084%
5/7/2026 Parallel Advisors LLC27,435$695K0.0%+18.5%0.270%
4/23/2026 Spinnaker Trust61,223$1.55M0.1%+35.2%0.603%
4/17/2026 Matthew Goff Investment Advisor LLC124,349$2.89M0.5%N/A1.225%
2/18/2026 NewEdge Advisors LLC85,690$2.18M0.0%+2.0%0.529%
2/13/2026 Integrated Wealth Concepts LLC104,056$2.65M0.0%+153.4%0.642%
2/12/2026 Godshalk Welsh Capital Management Inc.31,300$796K0.5%+31.5%0.193%
2/11/2026 Parallel Advisors LLC23,161$589K0.0%+14.4%0.143%
2/10/2026 Spinnaker Trust45,271$1.15M0.1%+72.0%0.279%
2/9/2026 PSI Advisors LLC50,800$1.29M0.3%N/A0.314%
2/4/2026 Atlantic Union Bankshares Corp67,081$1.71M0.0%+17.5%0.417%
1/23/2026 Curbstone Financial Management Corp60,270$1.53M0.3%+86.8%0.397%
1/21/2026 Prime Capital Investment Advisors LLC20,497$521K0.0%+4.3%0.135%
1/21/2026 Crews Bank & Trust18,125$461K0.1%+2.3%0.119%
1/20/2026 Blue Square Asset Management LLC30,512$776K0.3%+6.7%0.201%
1/14/2026 Praetorian Wealth Management Inc.205,521$5.23M1.0%+17.2%1.366%
1/7/2026 MassMutual Private Wealth & Trust FSB6,146$156K0.0%-20.4%0.041%
1/5/2026 Confluence Investment Management LLC81,442$2.07M0.0%+10.2%0.548%
11/17/2025 NewEdge Advisors LLC84,023$2.15M0.0%+1.3%0.697%
11/17/2025 United Capital Financial Advisors LLC113,259$2.89M0.0%+14.7%0.940%
11/17/2025 Integrated Wealth Concepts LLC41,062$1.05M0.0%+3.9%0.341%
11/17/2025 Flow Traders U.S. LLC23,116$590K0.0%+9.4%0.192%
11/13/2025 Parallel Advisors LLC20,250$517K0.0%-3.0%0.168%
11/12/2025 10Elms LLP20,400$521K0.5%+3.6%0.169%
11/10/2025 Cary Street Partners Financial LLC8,686$222K0.0%+8.6%0.072%
11/5/2025 Spinnaker Trust26,320$672K0.0%+60.0%0.218%
11/5/2025 Prime Capital Investment Advisors LLC19,644$502K0.0%-6.6%0.163%
11/4/2025 Atlantic Union Bankshares Corp57,087$1.46M0.0%+1.7%0.474%
10/28/2025 Leavell Investment Management Inc.39,033$997K0.0%+35.2%0.325%
10/28/2025 Blue Square Asset Management LLC28,607$730K0.3%-2.4%0.238%
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10/22/2025 MassMutual Private Wealth & Trust FSB7,724$197K0.0%-38.4%0.065%
10/15/2025 Curbstone Financial Management Corp32,270$824K0.2%+15.4%0.270%
10/15/2025 Praetorian Wealth Management Inc.175,401$4.48M0.9%+0.9%1.493%
10/14/2025 Confluence Investment Management LLC73,935$1.89M0.0%-6.8%0.629%
10/9/2025 Newman Dignan & Sheerar Inc.22,342$570K0.1%+36.1%0.190%
10/7/2025 Lbmc Investment Advisors LLC260,666$6.66M0.4%+15.9%2.237%
8/14/2025 NewEdge Advisors LLC82,917$2.09M0.0%-1.7%0.793%
8/13/2025 Flow Traders U.S. LLC21,128$533K0.0%N/A0.202%
8/6/2025 Atlantic Union Bankshares Corp56,112$1.42M0.0%N/A0.537%
8/4/2025 Spinnaker Trust16,450$415K0.0%N/A0.157%
7/31/2025 Leavell Investment Management Inc.28,863$728K0.0%+108.9%0.276%
7/29/2025 Curbstone Financial Management Corp27,970$706K0.1%N/A0.269%
7/21/2025Exchange Capital Management Inc.15,629$394K0.1%-7.4%0.152%
7/18/2025 Newman Dignan & Sheerar Inc.16,414$414K0.1%+9.4%0.160%
7/9/2025 Praetorian Wealth Management Inc.173,871$4.69M1.1%+3.6%1.713%
7/9/2025 Lbmc Investment Advisors LLC224,821$5.67M0.4%+100.0%2.215%
7/9/2025 MassMutual Private Wealth & Trust FSB12,545$317K0.0%N/A0.124%
7/8/2025 Parallel Advisors LLC20,880$527K0.0%+6.0%0.206%
7/1/2025 Confluence Investment Management LLC79,369$2.00M0.0%+544.1%0.840%
5/16/2025NewEdge Advisors LLC84,353$2.11M0.0%-20.3%0.888%
5/9/2025Cary Street Partners Financial LLC7,996$200K0.0%N/A0.088%
4/16/2025Praetorian Wealth Management Inc.167,865$4.20M1.0%+9.2%1.908%
4/11/2025Princeton Global Asset Management LLC1,100$28K0.0%N/A0.013%
4/9/2025Lbmc Investment Advisors LLC112,413$2.82M0.2%+67.0%1.277%
2/18/202510Elms LLP16,200$405K0.4%N/A0.421%
2/14/2025Integrated Wealth Concepts LLC39,500$987K0.0%N/A1.026%
2/13/2025United Capital Financial Advisors LLC76,363$1.91M0.0%N/A1.983%
2/11/2025Sandy Spring Bank48,305$1.21M0.0%+29.7%1.255%
2/5/2025Noble Wealth Management PBC2,000$50K0.0%N/A0.052%
2/4/2025Exchange Capital Management Inc.17,939$448K0.1%-5.7%0.466%
1/30/2025Newman Dignan & Sheerar Inc.15,001$375K0.1%N/A0.390%
1/29/2025Leavell Investment Management Inc.13,653$341K0.0%+62.5%0.355%
1/23/2025Crews Bank & Trust17,710$442K0.1%N/A0.460%
1/21/2025Blue Square Asset Management LLC30,244$755K0.4%N/A0.786%
1/16/2025Lbmc Investment Advisors LLC67,329$1.68M0.1%N/A1.749%
1/10/2025Praetorian Wealth Management Inc.153,688$3.84M0.9%+29.9%3.992%
11/1/2024Leavell Investment Management Inc.8,403$214K0.0%N/A0.218%
10/31/2024Confluence Investment Management LLC12,139$309K0.0%+4.2%0.315%
10/16/2024Buffington Mohr McNeal10,020$255K0.0%N/A0.260%
10/2/2024Praetorian Wealth Management Inc.118,268$3.02M0.8%+10.7%3.072%
8/8/2024Parallel Advisors LLC17,431$433K0.0%+22.5%0.453%
8/8/2024STAR Financial Bank11,960$297K0.2%N/A0.311%
7/30/2024International Assets Investment Management LLC5,657$128K0.0%N/A0.147%
7/23/2024Exchange Capital Management Inc.13,689$340K0.1%N/A0.356%
7/17/2024Archford Capital Strategies LLC8,580$213K0.0%N/A0.223%
7/10/2024Praetorian Wealth Management Inc.106,824$2.66M0.7%+18.0%2.775%
7/1/2024Confluence Investment Management LLC11,649$290K0.0%-9.6%0.303%
4/10/2024Praetorian Wealth Management Inc.90,533$2.29M0.6%+115.2%0.000%
4/1/2024Confluence Investment Management LLC12,886$325K0.0%N/A0.000%
1/26/2024Sandy Spring Bank8,780$225K0.0%+80.7%0.000%
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1/24/2024Prime Capital Investment Advisors LLC8,830$226K0.0%N/A0.000%
1/11/2024Praetorian Wealth Management Inc.42,069$1.08M0.3%N/A0.000%
10/30/2023Sandy Spring Bank4,860$116K0.0%+59.9%0.000%
10/10/2023Confluence Investment Management LLC12,887$308K0.0%N/A0.000%


IBMR Institutional Ownership - Frequently Asked Questions

During the previous two years, 31 institutional investors and hedge funds held shares of iShares iBonds Dec 2029 Term Muni Bond ETF. The most heavily invested institutionals were Lbmc Investment Advisors LLC ($6.66M), Praetorian Wealth Management Inc. ($6.43M), Matthew Goff Investment Advisor LLC ($2.89M), United Capital Financial Advisors LLC ($2.89M), Integrated Wealth Concepts LLC ($2.65M), Confluence Investment Management LLC ($2.22M), and Roble Belko & Company Inc ($1.77M).Learn more on iShares iBonds Dec 2029 Term Muni Bond ETF's institutional investors.

Of the 30 institutional investors that purchased iShares iBonds Dec 2029 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 ($260.67K), Matthew Goff Investment Advisor LLC ($124.35K), Integrated Wealth Concepts LLC ($104.05K), Praetorian Wealth Management Inc. ($103.09K), United Capital Financial Advisors LLC ($90.92K), Confluence Investment Management LLC ($75.82K), and Roble Belko & Company Inc ($68.80K).

Institutional investors have bought a total of 587,697 shares in the last 24 months. This purchase volume represents approximately $14.94M in transactions.

The following institutional investors have sold iShares iBonds Dec 2029 Term Muni Bond ETF stock in the last 24 months: NewEdge Advisors LLC ($21.71K), MassMutual Private Wealth & Trust FSB ($6.40K), Confluence Investment Management LLC ($5.43K), Prime Capital Investment Advisors LLC ($1.39K), Noble Wealth Management PBC ($900.00), Blue Square Asset Management LLC ($689.00), and Parallel Advisors LLC ($630.00).

Institutional investors have sold a total of 37,150 shares in the last 24 months. This volume of shares sold represents approximately $944.36K in transactions.


Related Companies

Institutional ownership data for BATS:IBMR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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