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

154 institutions reported holding $382.5M of ISHARES IBONDS (IBMR) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($44.2M), BANK OF AMERICA CORP /DE/ ($43.3M), Clearstead Advisors, LLC ($25.6M), HighTower Advisors, LLC ($18.7M), LBMC INVESTMENT ADVISORS, LLC ($13.2M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	MERCER GLOBAL ADVISORS INC /ADV	$44.2M	1.7M	Added
2	BANK OF AMERICA CORP /DE/	$43.3M	1.7M	Added
3	Clearstead Advisors, LLC	$25.6M	1.0M	Added
4	HighTower Advisors, LLC	$18.7M	736,560	Added
5	LBMC INVESTMENT ADVISORS, LLC	$13.2M	520,275	Added
6	WELLS FARGO & COMPANY/MN	$11.1M	438,879	Added
7	US BANCORP \DE\	$10.8M	423,777	Added
8	Paradiem, LLC	$10.1M	396,376	Hold
9	Kathmere Capital Management, LLC	$8.8M	347,332	Added
10	Lido Advisors, LLC	$8.6M	338,574	Trimmed
11	Covington Investment Advisors Inc.	$8.1M	319,610	Added
12	LPL Financial LLC	$7.1M	281,078	Added
13	RAYMOND JAMES FINANCIAL INC	$6.8M	266,224	Added
14	ENVESTNET ASSET MANAGEMENT INC	$6.7M	262,751	Added
15	Praetorian Wealth Management, Inc.	$6.4M	253,195	Added
16	CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	$6.4M	250,503	Added
17	UBS Group AG	$5.9M	233,264	Added
18	MORGAN STANLEY	$5.0M	197,333	Added
19	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$4.7M	185,667	Added
20	Cyndeo Wealth Partners, LLC	$4.5M	175,874	Added
21	STIFEL FINANCIAL CORP	$4.3M	171,140	Trimmed
22	Kesler, Norman & Wride, LLC	$3.8M	165,926	New
23	Odyssey Group, LLC	$3.6M	141,310	New
24	COLDSTREAM CAPITAL MANAGEMENT INC	$3.4M	135,517	Added
25	HOWLAND CAPITAL MANAGEMENT LLC	$3.4M	134,931	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30