IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Ibonds DEC 2028 Muni (IBMQ)

CUSIP: 46435U325 | NYSE | 297 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

US Bancorp \de\722,492
0.0% of portfolio›$18.2M
Lido Advisors, LLC635,301
0.0% of portfolio›$16.0M
Heartwood Wealth Advisors LLC623,294
1.2% of portfolio›$15.7M
Hengehold Capital Management LLC453,090
0.9% of portfolio›$11.4M
Howland Capital Management LLC401,073
0.4% of portfolio›$10.1M
Kathmere Capital Management, LLC361,046
0.4% of portfolio›$9.1M
Cliftonlarsonallen Wealth Advisors, LLC331,471
0.1% of portfolio›$8.3M
Praetorian Wealth Management, Inc.303,408
1.3% of portfolio›$7.6M
Cyndeo Wealth Partners, LLC188,114
0.2% of portfolio›$4.7M
Central Trust Co144,506
0.1% of portfolio›$3.6M
Assetmark, Inc124,761
0.0% of portfolio›$3.1M
Quantum Financial Advisors, LLC121,924
0.3% of portfolio›$3.1M
Cypress Point Wealth Management, LLC119,536
0.3% of portfolio›$3.0M
Sonata Capital Group Inc104,737
0.8% of portfolio›$2.6M
Commonwealth Equity Services, LLC103,981
0.0% of portfolio›$2.6M
Atwater Malick LLC103,577
0.6% of portfolio›$2.6M
Titleist Asset Management, LLC99,639
0.2% of portfolio›$2.5M
Choreo, LLC96,476
0.0% of portfolio›$2.4M
Parkway Wealth Management Group, LLC93,781
0.3% of portfolio›$2.4M
Blue Square Asset Management, LLC74,896
0.7% of portfolio›$1.9M
Regions Financial Corp73,109
0.0% of portfolio›$1.8M
Ellis Investment Partners, LLC71,470
0.3% of portfolio›$1.8M
Curbstone Financial Management Corp66,200
0.3% of portfolio›$1.7M
Rossmore Private Capital65,096
0.1% of portfolio›$1.6M
Brookstone Capital Management61,463
0.0% of portfolio›$1.5M
RIA Advisory Group LLC56,472
0.4% of portfolio›$1.4M
True Private Wealth Advisors56,019
0.1% of portfolio›$1.4M
GC Wealth Management RIA, LLC54,107
0.1% of portfolio›$1.4M
Lantz Financial LLC53,620
0.2% of portfolio›$1.3M
Sentinel Pension Advisors, LLC52,816
0.2% of portfolio›$1.3M
Capital Investment Advisors, LLC51,945
0.0% of portfolio›$1.3M
Evergreen Private Wealth LLC51,419
0.5% of portfolio›$1.3M
Woodmont Investment Counsel LLC51,133
0.1% of portfolio›$1.3M
Aspen Wealth Management LLC49,696
0.2% of portfolio›$1.2M
Phillips Financial Management, LLC49,154
0.1% of portfolio›$1.2M
Kestra Private Wealth Services, LLC46,359
0.0% of portfolio›$1.2M
Glenview Trust Co42,429
0.0% of portfolio›$1.1M
IFP Advisors, Inc41,118
0.0% of portfolio›$1.0M
Legacy Private Trust Co.39,523
0.1% of portfolio›$993.6K
Jacobi Capital Management LLC36,927
0.0% of portfolio›$928.3K
Parallel Advisors, LLC35,930
0.0% of portfolio›$903.3K
Carnegie Investment Counsel35,597
0.0% of portfolio›$894.9K
Cambridge Investment Research Advisors, Inc.35,089
0.0% of portfolio›$882
First National Trust Co34,122
0.0% of portfolio›$857.8K
Financial Advisory Corp33,648
0.1% of portfolio›$845.9K
Heffernan Advisory, Inc33,148
0.6% of portfolio›$833.3K
Droms Strauss Advisors Inc32,705
0.2% of portfolio›$822.2K
Roof Eidam Maycock Peralta, LLC32,016
0.2% of portfolio›$804.9K
Members Wealth LLC31,742
0.4% of portfolio›$796.7K
Confluence Investment Management LLC31,705
0.0% of portfolio›$797.1K
Creative Planning29,194
0.0% of portfolio›$733.9K
Cove Private Wealth, LLC26,000
0.1% of portfolio›$653.6K
PFG Private Wealth Management, LLC25,027
0.3% of portfolio›$629.2K
Great Diamond Partners, LLC23,749
0.1% of portfolio›$597.1K
Rossby Financial, LCC23,454
0.1% of portfolio›$589.6K
CFS Investment Advisory Services, LLC21,662
0.0% of portfolio›$544.8K
Strid Group, LLC21,500
0.1% of portfolio›$540.5K
FF Advisors,LLC20,647
0.2% of portfolio›$519.1K
Kestra Advisory Services, LLC19,168
0.0% of portfolio›$481.9K
Wealthcare Advisory Partners LLC18,371
0.0% of portfolio›$461.8K
Newman Dignan & Sheerar, Inc.18,118
0.1% of portfolio›$455.5K
JIM Saulnier & Associates, LLC17,430
0.2% of portfolio›$438.2K
Postrock Partners LLC17,231
0.2% of portfolio›$433.2K
Wealth Enhancement Advisory Services, LLC16,992
0.0% of portfolio›$426.8K
SAX Wealth Advisors, LLC15,824
0.0% of portfolio›$397.8K
Penobscot Investment Management Company, Inc.15,750
0.0% of portfolio›$396.0K
WealthBridge Capital Management, LLC14,552
0.1% of portfolio›$365.8K
MV Capital Management, Inc.14,375
0.0% of portfolio›$361.4K
James Investment Research, Inc.14,306
0.0% of portfolio›$359.7K
First Affirmative Financial Network13,670
0.1% of portfolio›$343.7K
Fifth Third Bancorp13,533
0.0% of portfolio›$340.2K
Avail Investment Partners, LLC13,293
0.2% of portfolio›$334.2K
Investment Research Partners LLC13,293
0.1% of portfolio›$334.2K
TPG Advisors LLC13,063
0.2% of portfolio›$328.4K
Balefire, LLC12,843
0.1% of portfolio›$322.9K
Meridian Wealth Management, LLC12,472
0.0% of portfolio›$313.5K
Silverlake Wealth Management LLC12,099
0.1% of portfolio›$304.2K
Compton Wealth Advisory Group, LLC11,808
0.1% of portfolio›$297.0K
Trust Co11,788
0.0% of portfolio›$296.4K
Heritage Family Offices, LLP11,073
0.1% of portfolio›$278.4K
Moneco Advisors, LLC10,933
0.0% of portfolio›$274.9K
Bradley & Co. Private Wealth Management, LLC10,682
0.1% of portfolio›$268.5K
Capital Asset Advisory Services LLC10,533
0.0% of portfolio›$267.3K
Leo Wealth, LLC10,112
0.1% of portfolio›$254.2K
Schmidt P J Investment Management Inc10,112
0.0% of portfolio›$254.2K
Aspen Private Advisors, LLC10,000
0.2% of portfolio›$251.4K
Archford Capital Strategies, LLC9,740
0.0% of portfolio›$244.9K
Gryphon Financial Partners LLC9,545
0.0% of portfolio›$240.0K
Segment Wealth Management, LLC9,500
0.0% of portfolio›$238.8K
Hughes Financial Services, LLC9,492
0.0% of portfolio›$241.1K
Arrow Financial Corp9,448
0.0% of portfolio›$237.5K
Cornell Pochily Investment Advisors, Inc.9,055
0.1% of portfolio›$227.6K
Farther Finance Advisors, LLC9,049
0.0% of portfolio›$227.5K
Farnam Financial LLC8,865
0.2% of portfolio›$224.0K
Private Trust Co NA8,809
0.0% of portfolio›$221.5K
Princeton Global Asset Management LLC8,638
0.0% of portfolio›$217.2K
Nestegg Advisors, Inc.8,285
0.1% of portfolio›$208.3K
WJ Wealth Management, LLC8,085
0.1% of portfolio›$203.3K
Beaumont Asset Management, L.L.C.8,070
0.1% of portfolio›$202.9K
Diversify Wealth Management, LLC8,000
0.0% of portfolio›$202.1K
Diversify Advisory Services, LLC8,000
0.0% of portfolio›$202.1K
Physician Wealth Advisors, Inc.6,500
0.0% of portfolio›$163.4K
Key FInancial Inc5,200
0.0% of portfolio›$130.7K
Community Financial Services Group, LLC2,939
0.0% of portfolio›$73.9K
American Capital Advisory, LLC2,217
0.0% of portfolio›$55.7K
Bullock Wealth Management Group2,020
0.0% of portfolio›$50.8K
Bank of New Hampshire1,950
0.0% of portfolio›$49.0K
Barrett & Company, Inc.1,794
0.0% of portfolio›$45.1K
Birch Financial Group, LLC1,624
0.0% of portfolio›$40.8K
Asset Dedication, LLC803
0.0% of portfolio›$20.2K
NorthAvenue LLC387
0.0% of portfolio›$9.7K
MassMutual Private Wealth & Trust, FSB135
0.0% of portfolio›$3.4K
Root Financial Partners, LLC131
0.0% of portfolio›$3.3K
Caldwell Trust Co40
0.0% of portfolio›$1.0K
Evolution Wealth Management Inc.38
0.0% of portfolio›$955
StyleTurnoverLocationFiled
US Bancorp \de\
722,492$18.2M0.0%IndexLowMinneapolis, MN2026-11-05
Lido Advisors, LLC
635,301$16.0M0.0%GrowthLowLos Angeles, CA2026-11-04
Heartwood Wealth Advisors LLC
623,294$15.7M1.2%ETFLowRichmond, VA2026-10-05
Hengehold Capital Management LLC
453,090$11.4M0.9%ETFLowCincinnati, OH2026-10-16
Howland Capital Management LLC
401,073$10.1M0.4%CoreLowBoston, MA2026-10-22
Kathmere Capital Management, LLC
361,046$9.1M0.4%ETFLowWayne, PA2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
331,471$8.3M0.1%ETFLowMinneapolis, MN2026-10-14
Praetorian Wealth Management, Inc.
303,408$7.6M1.3%ETFVery LowCarmel, CA2026-10-16
Cyndeo Wealth Partners, LLC
188,114$4.7M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Central Trust Co
144,506$3.6M0.1%CoreLowJefferson City, MO2026-11-05
Assetmark, Inc
124,761$3.1M0.0%ETFLowConcord, CA2026-10-21
Quantum Financial Advisors, LLC
121,924$3.1M0.3%ETFLowSanta Monica, CA2026-11-03
Cypress Point Wealth Management, LLC
119,536$3.0M0.3%ETFLowDallas, TX2026-11-03
Sonata Capital Group Inc
104,737$2.6M0.8%ETFVery LowSeattle, WA2026-10-19
Commonwealth Equity Services, LLC
103,981$2.6M0.0%ETFLowWaltham, MA2026-11-02
Atwater Malick LLC
103,577$2.6M0.6%CoreLowLancaster, PA2026-10-15
Titleist Asset Management, LLC
99,639$2.5M0.2%ETFLowSan Antonio, TX2026-10-08
Choreo, LLC
96,476$2.4M0.0%IndexLowRockford, IL2026-10-28
Parkway Wealth Management Group, LLC
93,781$2.4M0.3%ETFHighPlano, TX2026-10-20
Blue Square Asset Management, LLC
74,896$1.9M0.7%MomentumMediumNew York, NY2026-11-02
Regions Financial Corp
73,109$1.8M0.0%CoreLowBirmingham, AL2026-11-05
Ellis Investment Partners, LLC
71,470$1.8M0.3%ETFLowBerwyn, PA2026-10-21
Curbstone Financial Management Corp
66,200$1.7M0.3%CoreLowManchester, NH2026-10-21
Rossmore Private Capital
65,096$1.6M0.1%CoreLowGlastonbury, CT2026-10-27
Brookstone Capital Management
61,463$1.5M0.0%ETFMediumWheaton, IL2026-10-22
RIA Advisory Group LLC
56,472$1.4M0.4%ETFHighSioux Falls, SD2026-10-15
True Private Wealth Advisors
56,019$1.4M0.1%ETFMediumSalem, OR2026-10-19
GC Wealth Management RIA, LLC
54,107$1.4M0.1%GrowthMediumCambridge, MA2026-11-02
Lantz Financial LLC
53,620$1.3M0.2%ETFLowNaperville, IL2026-10-15
Sentinel Pension Advisors, LLC
52,816$1.3M0.2%ETFLowWakefield, MA2026-11-02
Capital Investment Advisors, LLC
51,945$1.3M0.0%CoreLowAtlanta, GA2026-10-22
Evergreen Private Wealth LLC
51,419$1.3M0.5%CoreLowGreenwood Village, CO2026-10-30
Woodmont Investment Counsel LLC
51,133$1.3M0.1%GARPVery LowNashville, TN2026-10-29
Aspen Wealth Management LLC
49,696$1.2M0.2%ETFLowFort Worth, TX2026-10-14
Phillips Financial Management, LLC
49,154$1.2M0.1%ETFVery LowFort Wayne, IN2026-10-19
Kestra Private Wealth Services, LLC
46,359$1.2M0.0%GrowthLowAustin, TX2026-10-30
Glenview Trust Co
42,429$1.1M0.0%GrowthVery LowLouisville, KY2026-10-28
IFP Advisors, Inc
41,118$1.0M0.0%GrowthLowTampa, FL2026-10-16
Legacy Private Trust Co.
39,523$993.6K0.1%ETFLowNeenah, WI2026-10-06
Jacobi Capital Management LLC
36,927$928.3K0.0%CoreLowPittston, PA2026-11-05
Parallel Advisors, LLC
35,930$903.3K0.0%IndexLowSan Francisco, CA2026-11-03
Carnegie Investment Counsel
35,597$894.9K0.0%CoreLowPepper Pike, OH2026-10-20
Cambridge Investment Research Advisors, Inc.
35,089$8820.0%ETFLowFairfield, IA2026-11-02
First National Trust Co
34,122$857.8K0.0%GrowthLowJohnstown, PA2026-10-28
Financial Advisory Corp
33,648$845.9K0.1%ETFVery LowGrand Rapids, MI2026-10-14
Heffernan Advisory, Inc
33,148$833.3K0.6%ETFLowFlagstaff, AZ2026-10-13
Droms Strauss Advisors Inc
32,705$822.2K0.2%ETFLowSt. Louis, MO2026-11-03
Roof Eidam Maycock Peralta, LLC
32,016$804.9K0.2%ETFVery LowSan Francisco, CA2026-10-15
Members Wealth LLC
31,742$796.7K0.4%ETFLowMedia, PA2026-10-20
Confluence Investment Management LLC
31,705$797.1K0.0%ValueMediumSt. Louis, MO2026-10-01
Creative Planning
29,194$733.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Cove Private Wealth, LLC
26,000$653.6K0.1%GrowthLowOyster Bay Cove, NY2026-10-28
PFG Private Wealth Management, LLC
25,027$629.2K0.3%ETFHighLutz, FL2026-10-15
Great Diamond Partners, LLC
23,749$597.1K0.1%CoreMediumPortland, ME2026-10-13
Rossby Financial, LCC
23,454$589.6K0.1%ETFMediumMelbourne, FL2026-11-05
CFS Investment Advisory Services, LLC
21,662$544.8K0.0%ETFMediumTotowa, NJ2026-10-19
Strid Group, LLC
21,500$540.5K0.1%ETFLowNewtown Square, PA2026-10-28
FF Advisors,LLC
20,647$519.1K0.2%ETFLowManhattan Beach, CA2026-10-21
Kestra Advisory Services, LLC
19,168$481.9K0.0%CoreLowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
18,371$461.8K0.0%ETFLowWest Chester, PA2026-10-21
Newman Dignan & Sheerar, Inc.
18,118$455.5K0.1%ETFLowProvidence, RI2026-10-21
JIM Saulnier & Associates, LLC
17,430$438.2K0.2%ETFLowFort Collins, CO2026-11-04
Postrock Partners LLC
17,231$433.2K0.2%CoreVery LowOverland Park, KS2026-11-02
Wealth Enhancement Advisory Services, LLC
16,992$426.8K0.0%CoreLowPlymouth, MN2026-10-13
SAX Wealth Advisors, LLC
15,824$397.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Penobscot Investment Management Company, Inc.
15,750$396.0K0.0%GrowthLowBoston, MA2026-10-26
WealthBridge Capital Management, LLC
14,552$365.8K0.1%ETFLowWesterville, OH2026-10-16
MV Capital Management, Inc.
14,375$361.4K0.0%ETFLowBethesda, MD2026-10-29
James Investment Research, Inc.
14,306$359.7K0.0%CoreLowAlpha, OH2026-10-22
First Affirmative Financial Network
13,670$343.7K0.1%CoreN/AColorado Springs, CO2026-10-21
Fifth Third Bancorp
13,533$340.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Avail Investment Partners, LLC
13,293$334.2K0.2%CoreMediumLemont, PA2026-10-16
Investment Research Partners LLC
13,293$334.2K0.1%CoreLowLemont, PA2026-10-19
TPG Advisors LLC
13,063$328.4K0.2%ETFVery LowNorthfield, IL2026-10-16
Balefire, LLC
12,843$322.9K0.1%ETFMediumDallas, TX2026-10-09
Meridian Wealth Management, LLC
12,472$313.5K0.0%GrowthLowLexington, KY2026-11-05
Silverlake Wealth Management LLC
12,099$304.2K0.1%ETFLowWilliston, VT2026-10-21
Compton Wealth Advisory Group, LLC
11,808$297.0K0.1%ETFVery LowVirginia Beach, VA2026-10-13
Trust Co
11,788$296.4K0.0%ETFVery LowManhattan, KS2026-10-09
Heritage Family Offices, LLP
11,073$278.4K0.1%GrowthHighScottsdale, AZ2026-11-02
Moneco Advisors, LLC
10,933$274.9K0.0%ETFLowFairfield, CT2026-11-05
Bradley & Co. Private Wealth Management, LLC
10,682$268.5K0.1%CoreVery LowMiami, FL2026-10-23
Capital Asset Advisory Services LLC
10,533$267.3K0.0%ETFLowWilliamston, MI2026-10-30
Leo Wealth, LLC
10,112$254.2K0.1%CoreLowHurst, TX2026-10-26
Schmidt P J Investment Management Inc
10,112$254.2K0.0%GrowthVery LowCedarburg, WI2026-11-02
Aspen Private Advisors, LLC
10,000$251.4K0.2%ETFN/ASioux Falls, SD2026-10-27
Archford Capital Strategies, LLC
9,740$244.9K0.0%GrowthMediumSwansea, IL2026-10-19
Gryphon Financial Partners LLC
9,545$240.0K0.0%IndexLowColumbus, OH2026-11-04
Segment Wealth Management, LLC
9,500$238.8K0.0%CoreLowHouston, TX2026-10-26
Hughes Financial Services, LLC
9,492$241.1K0.0%ETFLowHerndon, VA2026-10-30
Arrow Financial Corp
9,448$237.5K0.0%ETFLowGlens Falls, NY2026-10-26
Cornell Pochily Investment Advisors, Inc.
9,055$227.6K0.1%CoreLowIthaca, NY2026-10-19
Farther Finance Advisors, LLC
9,049$227.5K0.0%IndexLowSan Francisco, CA2026-10-08
Farnam Financial LLC
8,865$224.0K0.2%ETFLowPhoenix, AZ2026-10-21
Private Trust Co NA
8,809$221.5K0.0%CoreLowCleveland, OH2026-10-20
Princeton Global Asset Management LLC
8,638$217.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Nestegg Advisors, Inc.
8,285$208.3K0.1%ETFLowHauppauge, NY2026-10-21
WJ Wealth Management, LLC
8,085$203.3K0.1%ETFMediumGlendale, AZ2026-11-03
Beaumont Asset Management, L.L.C.
8,070$202.9K0.1%ETFLowBeaumont, TX2026-10-16
Diversify Wealth Management, LLC
8,000$202.1K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
8,000$202.1K0.0%GrowthLowSandy, UT2026-10-20
Physician Wealth Advisors, Inc.
6,500$163.4K0.0%ETFMediumMidvale, UT2026-10-20
Key FInancial Inc
5,200$130.7K0.0%ETFLowWest Chester, PA2026-11-02
Community Financial Services Group, LLC
2,939$73.9K0.0%GrowthLowNewport, VT2026-10-15
American Capital Advisory, LLC
2,217$55.7K0.0%ETFLowKetchum, ID2026-10-28
Bullock Wealth Management Group
2,020$50.8K0.0%GrowthLowBloomington, IN2026-10-09
Bank of New Hampshire
1,950$49.0K0.0%CoreLowLaconia, NH2026-10-06
Barrett & Company, Inc.
1,794$45.1K0.0%ETFLowProvidence, RI2026-10-22
Birch Financial Group, LLC
1,624$40.8K0.0%CoreLowKeene, NH2026-10-27
Asset Dedication, LLC
803$20.2K0.0%ETFLowSan Francisco, CA2026-11-03
NorthAvenue LLC
387$9.7K0.0%ETFVery LowColumbus, OH2026-10-29
MassMutual Private Wealth & Trust, FSB
135$3.4K0.0%CoreLowSpringfield, MA2026-10-05
Root Financial Partners, LLC
131$3.3K0.0%ETFMediumEncinitas, CA2026-10-21
Caldwell Trust Co
40$1.0K0.0%GrowthLowVenice, FL2026-10-30
Evolution Wealth Management Inc.
38$9550.0%ETFMediumFort Myers, FL2026-10-28