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 csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Mercer Global Advisors | 1.7M | $44M | -18% | Mar 2026 |
|
| Bank of America Corporation | 1.5M | $39M | 100% | Mar 2026 |
|
| Hartland & Co | 980k | $25M | 3% | Mar 2026 |
|
| HighTower Advisors | 733k | $19M | -2% | Mar 2026 |
|
| Wells Fargo & Company | 421k | $11M | 8% | Mar 2026 |
|
| LBMC Investment Advisors | 419k | $11M | 61% | Dec 2025 |
|
| Paradiem | 396k | $10M | 100% | Mar 2026 |
|
| Us Bancorp | 385k | $9.8M | 15% | Dec 2025 |
|
| Lido Advisors | 347k | $8.8M | 224% | Mar 2026 |
|
| Covington Investment Advisors | 285k | $7.2M | 19% | Mar 2026 |
|
| Kathmere Capital Management | 273k | $6.9M | -2% | Mar 2026 |
|
| Praetorian Wealth Management | 249k | $6.3M | 21% | Mar 2026 |
|
| LPL Financial | 247k | $6.3M | 27% | Mar 2026 |
|
| Raymond James Financial | 238k | $6.1M | 13% | Dec 2025 |
|
| UBS Group | 224k | $5.7M | -25% | Mar 2026 |
|
| CliftonLarsonAllen Wealth Advisors | 221k | $5.6M | 44% | Mar 2026 |
|
| Morgan Stanley | 183k | $4.6M | 34% | Mar 2026 |
|
| Envestnet Asset Management | 177k | $4.5M | 100% | Mar 2026 |
|
| Stifel Financial | 172k | $4.4M | 5% | Mar 2026 |
|
| Pamela Horwath | 170k | $4.3M | 2% | Mar 2026 |
|
| United Capital Financial Advisers | 168k | $4.3M | 29% | Mar 2026 |
|
| Cyndeo Wealth Partners | 161k | $4.1M | 282% | Mar 2026 |
|
| Central Trust & Investment | 140k | $3.5M | -3% | Mar 2026 |
|
| Coldstream Capital Management | 134k | $3.4M | 6% | Mar 2026 |
|
| Matthew Goff Investment Advisor | 124k | $2.9M | 100% | Mar 2026 |
|
| Summit Financial | 123k | $3.1M | -20% | Mar 2026 |
|
| Integrated Wealth Concepts | 115k | $2.9M | 11% | Mar 2026 |
|
| Royal Bank of Canada | 112k | $2.8M | 909% | Mar 2026 |
|
| Woodmont Investment Counsel | 100k | $2.5M | -1% | Mar 2026 |
|
| Parkway Wealth Management Group | 98k | $2.5M | 7% | Mar 2026 |
|
| Moulton Wealth Management | 96k | $2.1M | 100% | Mar 2026 |
|
| Commonwealth Equity Services | 90k | $2.3M | 70% | Mar 2026 |
|
| Assetmark | 89k | $2.3M | 34% | Mar 2026 |
|
| Leavell Investment Management | 89k | $2.3M | 2% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 88k | $2.2M | -13% | Mar 2026 |
|
| Confluence Investment Management | 87k | $2.2M | 6% | Mar 2026 |
|
| Cetera Investment Advisers | 83k | $2.1M | 158% | Mar 2026 |
|
| Kestra Advisory Services | 80k | $2.0M | 21% | Mar 2026 |
|
| Sound View Wealth Advisors Group | 77k | $2.0M | 4% | Mar 2026 |
|
| Benjamin Edwards | 77k | $1.9M | 4% | Mar 2026 |
|
| Jane Street | 76k | $1.9M | 18% | Mar 2026 |
|
| Ellis Investment Partners | 73k | $1.8M | 4% | Mar 2026 |
|
| ValMark Advisers | 71k | $1.8M | 9% | Mar 2026 |
|
| Goss Wealth Management | 70k | $1.8M | -19% | Mar 2026 |
|
| Union Bankshares | 69k | $1.8M | 3% | Mar 2026 |
|
| Curbstone Financial Management | 66k | $1.7M | 10% | Mar 2026 |
|
| Blue Square Asset Management | 63k | $1.6M | 107% | Mar 2026 |
|
| Spinnaker Trust | 61k | $1.6M | 35% | Mar 2026 |
|
| Granite Harbor Advisors | 61k | $1.5M | 0% | Mar 2026 |
|
| Hills Bank And Trust Company | 54k | $1.4M | 5% | Mar 2026 |
|
| RIA Advisory Group | 53k | $1.3M | 2% | Mar 2026 |
|
| Sentinel Pension Advisors | 51k | $1.3M | 0% | Mar 2026 |
|
| PSI Advisors | 51k | $1.3M | 100% | Dec 2025 |
|
| FF Advisors | 48k | $1.2M | -14% | Mar 2026 |
|
| Rossmore Private Capital | 47k | $1.2M | 21% | Mar 2026 |
|
| Godshalk Welsh Capital Management | 46k | $1.2M | 47% | Mar 2026 |
|
| Envision Financial Planning | 45k | $1.1M | -4% | Mar 2026 |
|
| Helen Stephens Group | 43k | $1.1M | 0% | Mar 2026 |
|
| Catalytic Wealth RIA | 43k | $1.1M | 20% | Dec 2025 |
|
| Capital Investment Advisors | 42k | $1.1M | -5% | Mar 2026 |
|
| TRUE Private Wealth Advisors | 40k | $1.0M | 11% | Mar 2026 |
|
| Advisor Group Holdings | 39k | $979k | 13% | Dec 2025 |
|
| Rockefeller Capital Management | 38k | $972k | 29% | Mar 2026 |
|
| Brookstone Capital Management | 38k | $966k | 16% | Mar 2026 |
|
| James Investment Research | 33k | $846k | 0% | Mar 2026 |
|
| Roof Eidam & Maycock | 33k | $842k | 0% | Dec 2025 |
|
| Creative Planning | 33k | $827k | 65% | Mar 2026 |
|
| Mariner Wealth Advisors | 32k | $816k | 0% | Mar 2026 |
|
| Phillips Financial Management | 32k | $806k | 0% | Mar 2026 |
|
| Snowden Capital Advisors | 31k | $788k | 0% | Dec 2025 |
|
| Financial Advisory Corp | 31k | $772k | 0% | Mar 2026 |
|
| Beacon Pointe Advisors | 29k | $738k | -6% | Dec 2025 |
|
| Resources Investment Advisors | 28k | $701k | -13% | Mar 2026 |
|
| Signature Wealth Management Group | 28k | $697k | -13% | Mar 2026 |
|
| Parallel Advisors | 27k | $696k | 18% | Mar 2026 |
|
| CFS Investment Advisory Services | 27k | $692k | -6% | Mar 2026 |
|
| IFP Advisors | 27k | $682k | 8% | Mar 2026 |
|
| 10Elms | 26k | $659k | 27% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 26k | $658k | -3% | Mar 2026 |
|
| Members Wealth | 25k | $638k | 38% | Mar 2026 |
|
| Silverlake Wealth Management | 25k | $635k | 100% | Mar 2026 |
|
| Green Harvest Asset Management | 24k | $597k | -6% | Mar 2026 |
|
| CWM | 23k | $591k | 1063% | Dec 2025 |
|
| Strid | 22k | $545k | 100% | Mar 2026 |
|
| Smith, Moore & Co. | 21k | $534k | 14% | Mar 2026 |
|
| PFG Private Wealth Management | 21k | $525k | 100% | Dec 2025 |
|
| Newman Dignan & Sheerar | 20k | $516k | -9% | Mar 2026 |
|
| Prime Capital Investment Advisors | 20k | $503k | -3% | Mar 2026 |
|
| Sonata Capital | 20k | $499k | 100% | Mar 2026 |
|
| Sovereign Financial Group | 20k | $498k | 100% | Mar 2026 |
|
| Crews Bank & Trust | 18k | $460k | 0% | Mar 2026 |
|
| Paradigm, Strategies in Wealth Management | 18k | $456k | 3% | Mar 2026 |
|
| Atwater Malick | 18k | $443k | 37% | Mar 2026 |
|
| Leo Wealth | 17k | $433k | 10% | Mar 2026 |
|
| Glenview Trust | 16k | $393k | 80% | Mar 2026 |
|
| Klingman & Associates | 15k | $386k | -29% | Dec 2025 |
|
| Financial Engines Advisors L.L.C | 15k | $383k | 7% | Dec 2025 |
|
| Archford Capital Strategies | 13k | $339k | 5% | Mar 2026 |
|
| Private Advisor | 13k | $318k | 0% | Mar 2026 |
|
| Wolfstich Capital | 12k | $279k | 100% | Mar 2026 |
|
| Trust | 12k | $301k | -14% | Mar 2026 |
|
| Freestone Capital Holdings | 12k | $297k | 0% | Mar 2026 |
|
| Quantinno Capital Management | 12k | $295k | 100% | Mar 2026 |
|
| Park Avenue Securities | 12k | $292k | 0% | Mar 2026 |
|
| WJ Wealth Management | 11k | $279k | 100% | Mar 2026 |
|
| P.J. Schmidt Investment Management | 11k | $277k | 100% | Mar 2026 |
|
| Penobscot Investment Management Company | 11k | $267k | 27% | Mar 2026 |
|
| Daviman Financial | 10k | $255k | 16% | Mar 2026 |
|
| EP Wealth Advisors | 10k | $254k | 0% | Mar 2026 |
|
| Segment Wealth Management | 9.7k | $246k | 0% | Mar 2026 |
|
| Cornell Pochily Investment Advisors | 9.3k | $235k | 4% | Mar 2026 |
|
| Cary Street Partners Financial | 8.7k | $220k | 0% | Mar 2026 |
|
| HORAN Wealth | 8.5k | $217k | 100% | Mar 2026 |
|
| WealthBridge Capital Management | 8.2k | $208k | 100% | Mar 2026 |
|
| Honkamp Krueger Financial Services | 8.0k | $202k | 0% | Mar 2026 |
|
| Steward Partners Investment Advisory | 3.0k | $77k | 0% | Mar 2026 |
|
| Harbour Investments | 2.7k | $67k | 0% | Mar 2026 |
|
| Glen Eagle Advisors | 2.3k | $57k | 0% | Mar 2026 |
|
| American Capital Advisory | 2.2k | $56k | 0% | Mar 2026 |
|
| Noble Wealth Management PBC | 2.0k | $51k | 0% | Mar 2026 |
|
| Barrett & Company | 1.8k | $46k | 0% | Mar 2026 |
|
| Jones Financial Companies, L.L | 1.6k | $41k | 3296% | Dec 2025 |
|
| Princeton Global Asset Management | 1.2k | $30k | 0% | Mar 2026 |
|
| Addison Advisors | 1.0k | $26k | 0% | Mar 2026 |
|
| MidFirst Bank | 1.0k | $25k | 100% | Mar 2026 |
|
| Stephens Consulting | 316.00 | $8.0k | 0% | Dec 2025 |
|
| BlackRock | 151.00 | $3.8k | 0% | Mar 2026 |
|
| Root Financial Partners | 132.00 | $3.3k | 100% | Mar 2026 |
|
Who sold out of Ishares Ibonds Dec 2029 Muni Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | Dec 2025 | 130k | $3.0M |
| Cypress Point Wealth Management | Dec 2025 | 120k | $3.0M |
| Elequin Capital | Dec 2025 | 30k | $773k |
| Goldman Sachs Group | Dec 2025 | 13k | $324k |
| Susquehanna International | Sep 2025 | 11k | $279k |
| Massmutual Trust | Dec 2025 | 6.1k | $156k |
| Global Retirement Partners | Sep 2025 | 1.7k | $44k |
| Hanson McClain Advisors | Sep 2025 | 829.00 | $21k |