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.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$67.6M	2.7M	Added
2	MERCER GLOBAL ADVISORS INC /ADV	$46.8M	1.8M	Added
3	WELLS FARGO & COMPANY/MN	$27.0M	1.1M	Added
4	Clearstead Advisors, LLC	$25.4M	1.0M	Added
5	US BANCORP \DE\	$18.9M	745,224	Added
6	Heartwood Wealth Advisors LLC	$17.7M	697,944	Added
7	LBMC INVESTMENT ADVISORS, LLC	$14.9M	584,924	Added
8	HighTower Advisors, LLC	$14.0M	550,178	Trimmed
9	Lido Advisors, LLC	$13.9M	547,234	Trimmed
10	LPL Financial LLC	$13.3M	525,026	Added
11	NewEdge Advisors, LLC	$13.3M	523,606	Added
12	Hills Bank & Trust Co	$12.9M	508,428	Added
13	Kathmere Capital Management, LLC	$12.7M	498,643	Added
14	UBS Group AG	$10.5M	413,349	Added
15	MORGAN STANLEY	$9.9M	390,504	Trimmed
16	Covington Investment Advisors Inc.	$9.6M	378,345	Added
17	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	$7.9M	309,899	Added
18	Praetorian Wealth Management, Inc.	$7.2M	285,165	Trimmed
19	Paradiem, LLC	$6.3M	248,470	Hold
20	HOWLAND CAPITAL MANAGEMENT LLC	$6.3M	247,525	Added
21	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$5.3M	206,724	Added
22	Cyndeo Wealth Partners, LLC	$5.2M	204,049	Added
23	Integrated Wealth Concepts LLC	$5.1M	201,861	Trimmed
24	ENVESTNET ASSET MANAGEMENT INC	$5.1M	200,570	Trimmed
25	Sound View Wealth Advisors Group, LLC	$5.0M	198,399	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30