IBMR

iShares iBonds Dec 2029 Term Muni Bond ETF
$25.50-0.02 (-0.08%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.0926649523667459e+270B

Total Value

$5.300024000180002e+196T

% of Float

—

Price History

$24.64$24.91$25.18$25.45$25.72Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1MERCER GLOBAL ADVISORS INC /ADV2,092,664$53.0M0.08%Share
2Clearstead Advisors, LLC952,366$24.0M0.30%Share
3HighTower Advisors, LLC745,806$18.0M0.02%Share
4BANK OF AMERICA CORP /DE/651,693$16.0M0.00%Share
5BANK OF AMERICA CORP /DE/475,754$12.0M0.00%Share
6LBMC INVESTMENT ADVISORS, LLC419,412$10.7M0.66%Share
7US BANCORP \DE\316,297$8.0M0.01%Share
8UBS Group AG298,545$7.6M0.00%Share
9Kathmere Capital Management, LLC279,534$7.1M0.48%Share
10Covington Investment Advisors Inc.238,975$6.1M0.83%Share
11WELLS FARGO & COMPANY/MN267,608$6.0M0.00%Share
12Praetorian Wealth Management, Inc.205,521$5.2M1.04%Share
13BANK OF AMERICA CORP /DE/220,857$5.0M0.00%Share
14RAYMOND JAMES FINANCIAL INC209,949$5.0M0.00%Share
15HOWLAND CAPITAL MANAGEMENT LLC167,451$4.3M0.16%Share
16STIFEL FINANCIAL CORP163,597$4.0M0.00%Share
17LPL Financial LLC194,635$4.0M0.00%Share
18CLIFTONLARSONALLEN WEALTH ADVISORS, LLC153,627$3.9M0.06%Share
19CENTRAL TRUST Co139,285$3.5M0.07%Share
20FULTON BREAKEFIELD BROENNIMAN LLC130,223$3.0M0.19%Share
21Cypress Point Wealth Management, LLC119,718$3.0M0.66%Share
22Summit Financial, LLC153,538$3.0M0.04%Share
23UNITED CAPITAL FINANCIAL ADVISORS, LLC130,319$3.0M0.02%Share
24WELLS FARGO & COMPANY/MN123,710$3.0M0.00%Share
25MORGAN STANLEY136,578$3.0M0.00%Share
26COLDSTREAM CAPITAL MANAGEMENT INC126,526$3.0M0.04%Share
27WOODMONT INVESTMENT COUNSEL LLC101,176$2.6M0.16%Share
28Parkway Wealth Management Group, LLC91,917$2.3M0.31%Share
29CONFLUENCE INVESTMENT MANAGEMENT LLC81,442$2.1M0.03%Share
30NewEdge Advisors, LLC85,690$2.0M0.01%Share
31Lido Advisors, LLC107,081$2.0M0.01%Share
32LEAVELL INVESTMENT MANAGEMENT, INC.87,574$2.0M0.08%Share
33Integrated Wealth Concepts LLC104,056$2.0M0.02%Share
34Sound View Wealth Advisors Group, LLC74,015$1.9M0.13%Share
35BENJAMIN EDWARDS INC73,432$1.9M0.02%Share
36Ellis Investment Partners, LLC70,043$1.8M0.31%Share
37US BANCORP \DE\68,558$1.7M0.00%Share
38Atlantic Union Bankshares Corp67,081$1.7M0.03%Share
39ASSETMARK, INC66,339$1.7M0.00%Share
40Valmark Advisers, Inc.65,722$1.7M0.02%Share
41Granite Harbor Advisors, Inc.61,038$1.6M0.66%Share
42FF Advisors,LLC56,057$1.4M0.63%Share
43Hills Bank & Trust Co52,032$1.3M0.08%Share
44RIA Advisory Group LLC51,479$1.3M0.31%Share
45SENTINEL PENSION ADVISORS, LLC50,847$1.3M0.20%Share
46Envision Financial Planning, LLC46,156$1.2M0.44%Share
47Capital Investment Advisors, LLC44,461$1.1M0.02%Share
48Aspen Wealth Management LLC43,233$1.1M0.23%Share
49GC Wealth Management RIA, LLC42,988$1.1M0.04%Share
50Cyndeo Wealth Partners, LLC42,049$1.1M0.06%Share