Who Owns ISHARES IBONDS DEC 2030 MUNIBOND ETF (IBMS)? -- Institutional Holders (2026-06-30)

120 institutions reported holding $256.4M of ISHARES IBONDS DEC 2030 MUNIBOND ETF (IBMS) in SEC 13F filings for 2026-06-30. Largest institutional holders: MERCER GLOBAL ADVISORS INC /ADV ($45.9M), Clearstead Advisors, LLC ($24.1M), HighTower Advisors, LLC ($18.8M), COMMUNITY TRUST & INVESTMENT CO ($9.9M), BANK OF AMERICA CORP /DE/ ($9.5M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MERCER GLOBAL ADVISORS INC /ADV$45.9M1.8MAdded
2Clearstead Advisors, LLC$24.1M930,943Added
3HighTower Advisors, LLC$18.8M728,112Added
4COMMUNITY TRUST & INVESTMENT CO$9.9M381,639Added
5BANK OF AMERICA CORP /DE/$9.5M367,091Added
6Kathmere Capital Management, LLC$9.1M351,990Trimmed
7LBMC INVESTMENT ADVISORS, LLC$8.4M323,023Added
8US BANCORP \DE\$8.0M310,037Added
9ENVESTNET ASSET MANAGEMENT INC$6.5M252,630Added
10Praetorian Wealth Management, Inc.$5.7M220,855Added
11WELLS FARGO & COMPANY/MN$5.7M218,763Added
12JANE STREET GROUP, LLC$5.4M209,528Added
13UNITED CAPITAL FINANCIAL ADVISORS, LLC$4.6M175,941Added
14COLDSTREAM CAPITAL MANAGEMENT INC$4.0M155,512Added
15NewEdge Advisors, LLC$3.9M151,475Added
16CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$3.9M151,422Added
17CENTRAL TRUST Co$3.7M142,579Trimmed
18Lido Advisors, LLC$3.2M122,151Trimmed
19Cypress Point Wealth Management, LLC$3.0M115,000Hold
20LPL Financial LLC$2.9M111,968Added
21Summit Financial, LLC$2.9M111,520Added
22Quantum Financial Advisors, LLC$2.9M110,543Trimmed
23ASSETMARK, INC$2.7M105,906Added
24UBS Group AG$2.7M103,453Added
25MORGAN STANLEY$2.5M95,919Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30