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
Download as csvTop 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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 1.7M | $44M | 1% | Jun 2026 |
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| Bank of America Corporation | 1.7M | $43M | 11% | Jun 2026 |
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| Hartland & Co | 1.0M | $26M | 3% | Jun 2026 |
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| HighTower Advisors | 737k | $19M | 0% | Jun 2026 |
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| LBMC Investment Advisors | 520k | $13M | 7% | Jun 2026 |
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| Wells Fargo & Company | 439k | $11M | 4% | Jun 2026 |
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| Us Bancorp | 424k | $11M | 100% | Jun 2026 |
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| Paradiem | 396k | $10M | 0% | Jun 2026 |
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| Novem Group | 371k | $8.4M | 100% | Sep 2026 |
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| Lido Advisors | 339k | $8.6M | -3% | Jun 2026 |
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| CliftonLarsonAllen Wealth Advisors | 331k | $8.2M | 32% | Sep 2026 |
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| Covington Investment Advisors | 320k | $8.1M | 12% | Jun 2026 |
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| LPL Financial | 281k | $7.1M | 14% | Jun 2026 |
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| Kathmere Capital Management | 272k | $6.7M | -22% | Sep 2026 |
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| Raymond James Financial | 266k | $6.8M | 4% | Jun 2026 |
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| Envestnet Asset Management | 263k | $6.7M | 48% | Jun 2026 |
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| Praetorian Wealth Management | 260k | $6.4M | 3% | Sep 2026 |
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| UBS Group | 233k | $5.9M | 4% | Jun 2026 |
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| Cyndeo Wealth Partners | 194k | $4.8M | 10% | Sep 2026 |
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| United Capital Financial Advisers | 186k | $4.7M | 10% | Jun 2026 |
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| Stifel Financial | 171k | $4.3M | -1% | Jun 2026 |
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| Kesler, Norman & Wride | 166k | $3.8M | 100% | Jun 2026 |
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| Pamela Horwath | 160k | $4.0M | 18% | Sep 2026 |
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| Littlejohn Financial Services | 143k | $3.3M | 100% | Jun 2026 |
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| Coldstream Capital Management | 136k | $3.4M | 1% | Jun 2026 |
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| Central Trust & Investment | 132k | $3.3M | -6% | Jun 2026 |
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| Assetmark | 130k | $3.2M | -3% | Sep 2026 |
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| Cypress Point Wealth Management | 120k | $3.0M | 100% | Jun 2026 |
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| Integrated Wealth Concepts | 115k | $2.9M | 0% | Jun 2026 |
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| Royal Bank of Canada | 113k | $2.9M | 1% | Jun 2026 |
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| Rsm Us Wealth Management | 106k | $2.6M | 100% | Sep 2026 |
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| Summit Financial | 100k | $2.5M | -19% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 96k | $2.4M | 8% | Jun 2026 |
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| Parkway Wealth Management Group | 94k | $2.3M | -6% | Sep 2026 |
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| Leavell Investment Management | 93k | $2.4M | 4% | Jun 2026 |
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| Commonwealth Equity Services | 88k | $2.2M | -2% | Jun 2026 |
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| Confluence Investment Management | 87k | $2.2M | 0% | Sep 2026 |
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| Kestra Advisory Services | 85k | $2.2M | 6% | Jun 2026 |
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| Cetera Investment Advisers | 83k | $2.1M | 0% | Jun 2026 |
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| ValMark Advisers | 83k | $2.1M | 16% | Jun 2026 |
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| Benjamin Edwards | 79k | $2.0M | 3% | Jun 2026 |
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| Curbstone Financial Management | 78k | $1.9M | 18% | Sep 2026 |
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| Sound View Wealth Advisors Group | 78k | $2.0M | 0% | Jun 2026 |
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| Woodmont Investment Counsel | 77k | $1.9M | -6% | Sep 2026 |
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| Mml Investors Services | 76k | $1.9M | 100% | Jun 2026 |
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| Spinnaker Trust | 75k | $1.9M | 22% | Jun 2026 |
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| Union Bankshares | 73k | $1.9M | 6% | Jun 2026 |
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| Hills Bank And Trust Company | 72k | $1.8M | 32% | Jun 2026 |
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| Ellis Investment Partners | 72k | $1.8M | -1% | Sep 2026 |
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| Granite Harbor Advisors | 70k | $1.8M | 15% | Jun 2026 |
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| Members Wealth | 69k | $1.7M | 55% | Sep 2026 |
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| Rossmore Private Capital | 65k | $1.6M | 38% | Sep 2026 |
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| Goss Wealth Management | 64k | $1.6M | -8% | Jun 2026 |
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| TRUE Private Wealth Advisors | 64k | $1.6M | 0% | Sep 2026 |
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| Blue Square Asset Management | 63k | $1.6M | 0% | Jun 2026 |
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| Brookstone Capital Management | 62k | $1.5M | 7% | Sep 2026 |
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| RIA Advisory Group | 57k | $1.4M | -18% | Sep 2026 |
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| Sentinel Pension Advisors | 52k | $1.3M | 1% | Jun 2026 |
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| Godshalk Welsh Capital Management | 49k | $1.2M | 5% | Jun 2026 |
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| Helen Stephens Group | 48k | $1.2M | 62% | Sep 2026 |
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| Catalytic Wealth RIA | 47k | $1.2M | 2% | Jun 2026 |
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| Elequin Capital | 46k | $1.2M | 100% | Jun 2026 |
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| Advisor Group Holdings | 45k | $1.1M | 8% | Jun 2026 |
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| Envision Financial Planning | 44k | $1.1M | 0% | Jun 2026 |
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| Beacon Pointe Advisors | 43k | $1.1M | 1% | Jun 2026 |
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| Capital Investment Advisors | 42k | $1.0M | -1% | Sep 2026 |
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| IFP Advisors | 42k | $1.0M | 26% | Sep 2026 |
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| Jacobi Capital Management | 37k | $943k | 100% | Jun 2026 |
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| 10Elms | 35k | $879k | 33% | Jun 2026 |
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| Financial Advisory Corp | 34k | $841k | 30% | Sep 2026 |
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| James Investment Research | 34k | $835k | 1% | Sep 2026 |
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| Roof Eidam & Maycock | 33k | $819k | 0% | Sep 2026 |
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| Rockefeller Capital Management | 33k | $831k | -15% | Jun 2026 |
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| Phillips Financial Management | 32k | $786k | 0% | Sep 2026 |
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| Carnegie Capital Asset Management | 31k | $767k | 94% | Sep 2026 |
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| Snowden Capital Advisors | 31k | $787k | 0% | Jun 2026 |
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| Sonata Capital | 29k | $712k | 46% | Sep 2026 |
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| Parallel Advisors | 28k | $717k | 3% | Jun 2026 |
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| Cambridge Investment Research Advisors | 28k | $707k | 7% | Jun 2026 |
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| Citadel Advisors | 27k | $674k | 100% | Jun 2026 |
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| Creative Planning | 26k | $670k | -19% | Jun 2026 |
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| Resources Investment Advisors | 26k | $655k | -7% | Jun 2026 |
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| OneAscent Financial Services | 23k | $592k | 100% | Jun 2026 |
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| Smith, Moore & Co. | 23k | $590k | 10% | Jun 2026 |
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| CFS Investment Advisory Services | 23k | $573k | 0% | Sep 2026 |
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| Great Diamond Partners | 23k | $566k | 100% | Sep 2026 |
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| Modern Wealth Management | 23k | $574k | 100% | Jun 2026 |
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| FF Advisors | 22k | $554k | -47% | Sep 2026 |
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| Strid | 22k | $532k | 0% | Sep 2026 |
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| Atwater Malick | 21k | $525k | 10% | Sep 2026 |
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| Newman Dignan & Sheerar | 20k | $503k | 0% | Sep 2026 |
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| Sovereign Financial Group | 20k | $499k | 0% | Jun 2026 |
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| Droms Strauss Advisors | 19k | $485k | 100% | Jun 2026 |
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| Glenview Trust | 19k | $470k | 0% | Sep 2026 |
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| Crews Bank & Trust | 18k | $460k | 0% | Jun 2026 |
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| Leo Wealth | 17k | $426k | 1% | Sep 2026 |
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| PSI Advisors | 14k | $350k | -42% | Jun 2026 |
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| Captrust Financial Advisors | 14k | $345k | 100% | Jun 2026 |
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| Financial Engines Advisors L.L.C | 14k | $343k | -2% | Jun 2026 |
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| Klingman & Associates | 14k | $343k | -10% | Jun 2026 |
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| Wick Capital Partners | 13k | $341k | 100% | Jun 2026 |
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| Regions Bank | 13k | $337k | 100% | Jun 2026 |
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| VisionPoint Advisory Group | 13k | $319k | 100% | Sep 2026 |
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| Jones Financial Companies, L.L | 13k | $324k | 131% | Jun 2026 |
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| First National Trust Company | 12k | $301k | 39% | Sep 2026 |
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| EP Wealth Advisors | 12k | $306k | 20% | Jun 2026 |
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| Compton Wealth Advisory Group | 12k | $296k | 100% | Sep 2026 |
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| Trust | 12k | $293k | 0% | Sep 2026 |
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| Freestone Capital Holdings | 12k | $297k | 0% | Jun 2026 |
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| Penobscot Investment Management Company | 12k | $286k | 9% | Sep 2026 |
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| Park Avenue Securities | 12k | $285k | 0% | Sep 2026 |
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| Heritage Family Offices | 11k | $282k | 100% | Jun 2026 |
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| P.J. Schmidt Investment Management | 11k | $278k | 0% | Jun 2026 |
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| Archford Capital Strategies | 10k | $257k | 0% | Sep 2026 |
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| Aspen Private Advisors | 10k | $247k | 100% | Sep 2026 |
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| Streettalk Advisors | 10k | $226k | 100% | Sep 2026 |
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| Green Harvest Asset Management | 9.9k | $250k | -58% | Jun 2026 |
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| Daviman Financial | 9.7k | $247k | -3% | Jun 2026 |
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| Segment Wealth Management | 9.7k | $240k | 0% | Sep 2026 |
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| Silverlake Wealth Management | 9.2k | $227k | -68% | Sep 2026 |
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| Cornell Pochily Investment Advisors | 9.1k | $225k | 0% | Sep 2026 |
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| Princeton Global Asset Management | 9.1k | $225k | 77% | Sep 2026 |
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| Cary Street Partners Financial | 8.7k | $221k | 0% | Jun 2026 |
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| WealthBridge Capital Management | 8.6k | $214k | -2% | Sep 2026 |
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| Farnam Financial | 8.6k | $215k | 100% | Sep 2026 |
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| HORAN Wealth | 8.6k | $217k | 0% | Jun 2026 |
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| Oliver Luxxe Assets | 8.4k | $207k | 100% | Sep 2026 |
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| Foundry Financial Group | 8.2k | $203k | -13% | Sep 2026 |
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| Honkamp Krueger Financial Services | 8.0k | $203k | 0% | Jun 2026 |
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| Quantinno Capital Management | 7.9k | $201k | -32% | Jun 2026 |
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| Farther Finance Advisors | 6.4k | $158k | 100% | Sep 2026 |
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| FMR | 4.2k | $108k | 3187% | Jun 2026 |
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| IFG Advisory | 4.0k | $102k | 100% | Jun 2026 |
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| Addison Advisors | 3.4k | $86k | 238% | Jun 2026 |
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| MidFirst Bank | 3.1k | $79k | 210% | Jun 2026 |
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| Steward Partners Investment Advisory | 3.0k | $77k | 0% | Jun 2026 |
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| Harbour Investments | 2.7k | $68k | 1% | Jun 2026 |
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| Global Retirement Partners | 2.5k | $64k | 100% | Jun 2026 |
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| Glen Eagle Advisors | 2.3k | $57k | 0% | Jun 2026 |
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| American Capital Advisory | 2.2k | $55k | 0% | Sep 2026 |
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| Bullock Wealth Management Group | 2.0k | $51k | 1% | Sep 2026 |
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| Barrett & Company | 1.8k | $45k | 0% | Sep 2026 |
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| Birch Financial Group | 1.6k | $41k | 100% | Sep 2026 |
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| Archer Investment Corp | 1.1k | $29k | 100% | Jun 2026 |
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| Noble Wealth Management PBC | 1.1k | $27k | 0% | Sep 2026 |
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| Community Fin'l Svs | 986.00 | $24k | 0% | Sep 2026 |
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| AlphaCore Capital | 870.00 | $20k | 100% | Jun 2026 |
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| Hughes Financial Services | 720.00 | $18k | 100% | Jun 2026 |
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| BlackRock | 151.00 | $3.8k | 0% | Jun 2026 |
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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 | Mar 2026 | 76k | $1.9M |
| Mariner Wealth Advisors | Mar 2026 | 32k | $816k |
| Paradigm, Strategies in Wealth Management | Jun 2026 | 20k | $512k |
| Private Advisor | Mar 2026 | 13k | $318k |
| Pacific Excel Wealth Advisors | Jun 2026 | 11k | $282k |
| WJ Wealth Management | Mar 2026 | 11k | $279k |
| Dynamic Advisors Solutions | Jun 2026 | 8.3k | $212k |
| Prime Capital Investment Advisors | Jun 2026 | 8.0k | $204k |
| TPG Advisors | Jun 2026 | 8.0k | $203k |
| Hanson McClain Advisors | Mar 2026 | 829.00 | $21k |