Who Owns ISHARES IBONDS (IBMP)? -- Institutional Holders (2026-06-30)

202 institutions reported holding $541.0M of ISHARES IBONDS (IBMP) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($67.6M), MERCER GLOBAL ADVISORS INC /ADV ($46.8M), WELLS FARGO & COMPANY/MN ($27.0M), Clearstead Advisors, LLC ($25.4M), US BANCORP \DE\ ($18.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$67.6M2.7MAdded
2MERCER GLOBAL ADVISORS INC /ADV$46.8M1.8MAdded
3WELLS FARGO & COMPANY/MN$27.0M1.1MAdded
4Clearstead Advisors, LLC$25.4M1.0MAdded
5US BANCORP \DE\$18.9M745,224Added
6Heartwood Wealth Advisors LLC$17.7M697,944Added
7LBMC INVESTMENT ADVISORS, LLC$14.9M584,924Added
8HighTower Advisors, LLC$14.0M550,178Trimmed
9Lido Advisors, LLC$13.9M547,234Trimmed
10LPL Financial LLC$13.3M525,026Added
11NewEdge Advisors, LLC$13.3M523,606Added
12Hills Bank & Trust Co$12.9M508,428Added
13Kathmere Capital Management, LLC$12.7M498,643Added
14UBS Group AG$10.5M413,349Added
15MORGAN STANLEY$9.9M390,504Trimmed
16Covington Investment Advisors Inc.$9.6M378,345Added
17CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$7.9M309,899Added
18Praetorian Wealth Management, Inc.$7.2M285,165Trimmed
19Paradiem, LLC$6.3M248,470Hold
20HOWLAND CAPITAL MANAGEMENT LLC$6.3M247,525Added
21NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5.3M206,724Added
22Cyndeo Wealth Partners, LLC$5.2M204,049Added
23Integrated Wealth Concepts LLC$5.1M201,861Trimmed
24ENVESTNET ASSET MANAGEMENT INC$5.1M200,570Trimmed
25Sound View Wealth Advisors Group, LLC$5.0M198,399Added

Source: SEC Form 13F filings · as of 2026-06-30