Who owns ISHARES IBONDS DEC 2029 MUNI ETF?
- Ticker: IBMR
- CUSIP Number: 46436e163
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Ibonds Dec 2029 Muni Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ishares Ibonds Dec 2029 Muni Etf stock
Who bought or sold ISHARES IBONDS DEC 2029 MUNI ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Hartland & Co | 902k | $23M | 2% | Sep 2025 |
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| Mercer Global Advisors | 822k | $21M | 7% | Sep 2025 |
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| HighTower Advisors | 712k | $18M | -3% | Sep 2025 |
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| Vishria Bird Financial Group | 383k | $9.8M | 2279% | Sep 2025 |
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| Us Bancorp | 335k | $8.6M | 33% | Sep 2025 |
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| Wells Fargo & Company | 326k | $8.3M | 57% | Sep 2025 |
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| UBS Group | 314k | $8.0M | -1% | Sep 2025 |
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| Kathmere Capital Management | 280k | $7.1M | 1% | Sep 2025 |
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| Spreng Capital Management | 261k | $6.1M | 100% | Sep 2025 |
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| LBMC Investment Advisors | 261k | $6.7M | 16% | Sep 2025 |
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| Raymond James Financial | 210k | $5.4M | -6% | Sep 2025 |
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| LPL Financial | 178k | $4.5M | 9% | Sep 2025 |
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| Praetorian Wealth Management | 175k | $4.5M | 1% | Sep 2025 |
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| Summit Financial | 152k | $3.9M | 100% | Sep 2025 |
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| CliftonLarsonAllen Wealth Advisors | 133k | $3.4M | 6% | Sep 2025 |
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| Stifel Financial | 131k | $3.3M | 7% | Sep 2025 |
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| Central Trust & Investment | 129k | $3.3M | 4% | Sep 2025 |
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| Hills Bank And Trust Company | 125k | $3.2M | 182% | Sep 2025 |
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| Pamela Horwath | 123k | $3.1M | 42% | Sep 2025 |
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| Envestnet Asset Management | 122k | $3.1M | -84% | Sep 2025 |
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| Quantum Financial Advisors | 121k | $3.1M | 56% | Sep 2025 |
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| Cypress Point Wealth Management | 120k | $3.1M | 0% | Sep 2025 |
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| United Capital Financial Advisers | 113k | $2.9M | 15% | Sep 2025 |
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| Coldstream Capital Management | 112k | $2.9M | 12% | Sep 2025 |
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| Woodmont Investment Counsel | 107k | $2.7M | 17% | Sep 2025 |
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| Lido Advisors | 89k | $2.3M | 7% | Sep 2025 |
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| Goss Wealth Management | 84k | $2.1M | 1% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 82k | $2.1M | 21% | Sep 2025 |
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| Morgan Stanley | 75k | $1.9M | 100% | Jun 2025 |
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| Confluence Investment Management | 74k | $1.9M | -7% | Sep 2025 |
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| Sound View Wealth Advisors Group | 68k | $1.7M | -12% | Sep 2025 |
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| Union Bankshares | 57k | $1.5M | 2% | Sep 2025 |
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| Commonwealth Equity Services | 57k | $1.5M | 0% | Sep 2025 |
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| Benjamin Edwards | 54k | $1.4M | 2% | Sep 2025 |
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| Kestra Advisory Services | 51k | $1.3M | -1% | Sep 2025 |
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| Sentinel Pension Advisors | 50k | $1.3M | 1% | Sep 2025 |
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| Envision Financial Planning | 47k | $1.2M | -15% | Sep 2025 |
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| Assetmark | 46k | $1.2M | 67% | Sep 2025 |
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| Capital Investment Advisors | 44k | $1.1M | 1% | Sep 2025 |
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| CLS Investments | 43k | $1.1M | 100% | Sep 2025 |
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| Granite Harbor Advisors | 42k | $1.1M | 36% | Sep 2025 |
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| Integrated Wealth Concepts | 41k | $1.0M | 4% | Sep 2025 |
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| Leavell Investment Management | 39k | $997k | 35% | Sep 2025 |
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| Catalytic Wealth RIA | 36k | $915k | 14% | Sep 2025 |
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| Helen Stephens Group | 35k | $898k | 100% | Sep 2025 |
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| James Investment Research | 34k | $873k | 0% | Sep 2025 |
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| Advisor Group Holdings | 34k | $869k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 34k | $864k | 0% | Sep 2025 |
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| Roof Eidam & Maycock | 33k | $845k | 0% | Sep 2025 |
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| Curbstone Financial Management | 32k | $824k | 15% | Sep 2025 |
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| Mariner Wealth Advisors | 32k | $822k | 120% | Sep 2025 |
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| Phillips Financial Management | 32k | $812k | 0% | Sep 2025 |
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| Signature Wealth Management Group | 32k | $805k | 0% | Sep 2025 |
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| FF Advisors | 31k | $797k | 1% | Sep 2025 |
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| Snowden Capital Advisors | 31k | $791k | 0% | Sep 2025 |
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| Beacon Pointe Advisors | 31k | $787k | 83% | Sep 2025 |
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| Elequin Capital | 30k | $756k | 100% | Sep 2025 |
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| Cetera Investment Advisers | 28k | $725k | 1% | Sep 2025 |
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| ValMark Advisers | 28k | $701k | 10% | Sep 2025 |
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| Cambridge Investment Research Advisors | 27k | $685k | 0% | Sep 2025 |
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| Spinnaker Trust | 26k | $672k | 60% | Sep 2025 |
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| Green Harvest Asset Management | 26k | $650k | -4% | Sep 2025 |
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| CFS Investment Advisory Services | 24k | $614k | -3% | Sep 2025 |
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| Brookstone Capital Management | 24k | $613k | 112% | Sep 2025 |
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| Godshalk Welsh Capital Management | 24k | $608k | 151% | Sep 2025 |
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| Flow Traders US | 23k | $590k | 9% | Sep 2025 |
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| Newman Dignan & Sheerar | 22k | $570k | 36% | Sep 2025 |
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| Klingman & Associates | 21k | $546k | -4% | Sep 2025 |
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| IFP Advisors | 21k | $539k | 0% | Sep 2025 |
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| 10Elms | 20k | $521k | 4% | Sep 2025 |
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| Parallel Advisors | 20k | $517k | -3% | Sep 2025 |
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| Creative Planning | 20k | $504k | 100% | Sep 2025 |
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| Prime Capital Investment Advisors | 20k | $502k | -7% | Sep 2025 |
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| Smith, Moore & Co. | 18k | $467k | 28% | Sep 2025 |
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| Members Wealth | 18k | $465k | 100% | Sep 2025 |
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| Crews Bank & Trust | 18k | $452k | 0% | Sep 2025 |
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| Paradigm, Strategies in Wealth Management | 16k | $400k | 7% | Sep 2025 |
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| Exchange Capital Management | 16k | $394k | -7% | Jun 2025 |
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| Leo Wealth | 15k | $394k | 18% | Sep 2025 |
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| Financial Engines Advisors L.L.C | 14k | $359k | 100% | Sep 2025 |
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| Trust | 14k | $353k | 0% | Sep 2025 |
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| Archford Capital Strategies | 14k | $351k | 7% | Sep 2025 |
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| Private Advisor | 13k | $320k | 37% | Sep 2025 |
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| Freestone Capital Holdings | 12k | $299k | 100% | Sep 2025 |
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| Park Avenue Securities | 12k | $294k | 100% | Sep 2025 |
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| Royal Bank of Canada | 11k | $285k | 68% | Sep 2025 |
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| Susquehanna International | 11k | $279k | 100% | Sep 2025 |
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| Meridian Wealth Management | 10k | $263k | 16% | Sep 2025 |
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| EP Wealth Advisors | 10k | $253k | 100% | Jun 2025 |
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| Rossmore Private Capital | 9.9k | $254k | 16% | Sep 2025 |
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| Segment Wealth Management | 9.7k | $248k | 0% | Sep 2025 |
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| OneAscent Financial Services | 9.6k | $246k | 10% | Sep 2025 |
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| Cornell Pochily Investment Advisors | 8.9k | $227k | 10% | Sep 2025 |
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| Cary Street Partners Financial | 8.7k | $222k | 9% | Sep 2025 |
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| Glenview Trust | 8.6k | $220k | 0% | Sep 2025 |
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| Penobscot Investment Management Company | 8.3k | $212k | 100% | Sep 2025 |
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| Droms Strauss Advisors | 8.2k | $211k | -11% | Sep 2025 |
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| Honkamp Krueger Financial Services | 8.0k | $204k | 0% | Sep 2025 |
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| Massmutual Trust | 7.7k | $197k | -38% | Sep 2025 |
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| Steward Partners Investment Advisory | 3.0k | $78k | 0% | Sep 2025 |
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| Harbour Investments | 2.6k | $67k | 64% | Sep 2025 |
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| Glen Eagle Advisors | 2.3k | $57k | 0% | Sep 2025 |
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| American Capital Advisory | 2.2k | $57k | 0% | Sep 2025 |
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| CWM | 2.0k | $51k | 0% | Sep 2025 |
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| Barrett & Company | 1.8k | $46k | 0% | Sep 2025 |
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| Global Retirement Partners | 1.7k | $44k | 100% | Sep 2025 |
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| Princeton Global Asset Management | 1.1k | $28k | 0% | Sep 2025 |
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| Addison Advisors | 1.0k | $26k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 829.00 | $21k | 0% | Sep 2025 |
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| Stephens Consulting | 316.00 | $8.1k | 0% | Sep 2025 |
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| BlackRock | 151.00 | $3.9k | 0% | Sep 2025 |
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| Jones Financial Companies, L.L | 47.00 | $1.2k | 100% | Sep 2025 |
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| Principal Securities | 20.00 | $511.000000 | 0% | Sep 2025 |
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Who sold out of Ishares Ibonds Dec 2029 Muni Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jane Street | Jun 2025 | 72k | $1.8M |
| Colony | Jun 2025 | 47k | $1.2M |
| PFG Private Wealth Management | Jun 2025 | 23k | $592k |
| Partners Wealth Management | Jun 2025 | 22k | $539k |
| Wrapmanager | Jun 2025 | 14k | $357k |
| Precision Wealth Strategies | Jun 2025 | 10k | $258k |
| Collier Financial | Mar 2025 | 396.00 | $9.9k |