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Ishares Ibonds DEC 2031 Muni (IBMT)

CUSIP: 46438G356 | NYSE | 86 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

HighTower Advisors, LLC731,813
0.0% of portfolio›$18.0M
US Bancorp \de\286,347
0.0% of portfolio›$7.1M
Praetorian Wealth Management, Inc.158,793
0.7% of portfolio›$3.9M
Cliftonlarsonallen Wealth Advisors, LLC139,550
0.0% of portfolio›$3.4M
Quantum Financial Advisors, LLC111,305
0.3% of portfolio›$2.7M
Assetmark, Inc103,666
0.0% of portfolio›$2.6M
Coldstream Capital Management Inc94,623
0.0% of portfolio›$2.3M
Ellis Investment Partners, LLC70,622
0.3% of portfolio›$1.7M
Kestra Advisory Services, LLC52,288
0.0% of portfolio›$1.3M
Commonwealth Equity Services, LLC48,136
0.0% of portfolio›$1.2M
GC Wealth Management RIA, LLC46,937
0.1% of portfolio›$1.2M
Cyndeo Wealth Partners, LLC43,207
0.0% of portfolio›$1.1M
Howland Capital Management LLC38,084
0.0% of portfolio›$939.2K
Aspen Wealth Management LLC37,463
0.1% of portfolio›$923.8K
Central Trust Co37,247
0.0% of portfolio›$918.5K
Jacobi Capital Management LLC36,618
0.0% of portfolio›$903.0K
Curbstone Financial Management Corp36,450
0.2% of portfolio›$898.9K
LPL Financial LLC35,941
0.0% of portfolio›$886.3K
Droms Strauss Advisors Inc35,868
0.2% of portfolio›$884.5K
Valmark Advisers, Inc.30,990
0.0% of portfolio›$764.2K
IFP Advisors, Inc28,106
0.0% of portfolio›$693.1K
Parallel Advisors, LLC27,630
0.0% of portfolio›$681.4K
Leavell Investment Management, Inc.27,530
0.0% of portfolio›$678.9K
Rossmore Private Capital20,649
0.0% of portfolio›$509.2K
Newman Dignan & Sheerar, Inc.19,029
0.1% of portfolio›$469.3K
Schmidt P J Investment Management Inc17,372
0.1% of portfolio›$428.4K
Physician Wealth Advisors, Inc.14,500
0.0% of portfolio›$357.6K
IFG Advisory, LLC13,892
0.0% of portfolio›$342.6K
Balefire, LLC12,997
0.1% of portfolio›$320.5K
Compton Wealth Advisory Group, LLC11,869
0.1% of portfolio›$294.1K
Syntegra Private Wealth Group, LLC11,591
0.0% of portfolio›$285.8K
Heritage Family Offices, LLP10,923
0.1% of portfolio›$269.4K
Bradley & Co. Private Wealth Management, LLC10,786
0.1% of portfolio›$266.0K
Sterling Investment Advisors, Ltd.10,775
0.0% of portfolio›$265.7K
Aspen Private Advisors, LLC10,000
0.2% of portfolio›$246.6K
Great Diamond Partners, LLC9,939
0.0% of portfolio›$245.1K
Sigma Investment Counselors Inc9,840
0.0% of portfolio›$242.7K
Capital Investment Advisors, LLC9,817
0.0% of portfolio›$242.1K
Cornell Pochily Investment Advisors, Inc.8,995
0.1% of portfolio›$221.8K
Archford Capital Strategies, LLC8,542
0.0% of portfolio›$210.6K
10Elms LLP6,900
0.1% of portfolio›$170.2K
Addison Advisors LLC5,480
0.1% of portfolio›$135.1K
Princeton Global Asset Management LLC3,880
0.0% of portfolio›$95.7K
Harbour Investments, Inc.3,436
0.0% of portfolio›$84.7K
Bullock Wealth Management Group2,028
0.0% of portfolio›$50.3K
Sarver Vrooman Wealth Advisors1,576
0.0% of portfolio›$38.9K
Adirondack Trust Co1,354
0.0% of portfolio›$33.4K
Barrett & Company, Inc.1,000
0.0% of portfolio›$24.7K
Nuveen, LLC0
0.0% of portfolio›$4
StyleTurnoverLocationFiled
HighTower Advisors, LLC
731,813$18.0M0.0%IndexLowChicago, IL2026-11-10
US Bancorp \de\
286,347$7.1M0.0%CoreLowMinneapolis, MN2026-11-05
Praetorian Wealth Management, Inc.
158,793$3.9M0.7%ETFVery LowCarmel, CA2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
139,550$3.4M0.0%ETFLowMinneapolis, MN2026-10-14
Quantum Financial Advisors, LLC
111,305$2.7M0.3%ETFLowSanta Monica, CA2026-11-03
Assetmark, Inc
103,666$2.6M0.0%ETFLowConcord, CA2026-10-21
Coldstream Capital Management Inc
94,623$2.3M0.0%CoreMediumBellevue, WA2026-11-09
Ellis Investment Partners, LLC
70,622$1.7M0.3%ETFLowBerwyn, PA2026-10-21
Kestra Advisory Services, LLC
52,288$1.3M0.0%IndexLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
48,136$1.2M0.0%ETFLowWaltham, MA2026-11-02
GC Wealth Management RIA, LLC
46,937$1.2M0.1%GrowthMediumCambridge, MA2026-11-02
Cyndeo Wealth Partners, LLC
43,207$1.1M0.0%CoreMediumSt. Petersburg, FL2026-10-16
Howland Capital Management LLC
38,084$939.2K0.0%CoreLowBoston, MA2026-10-22
Aspen Wealth Management LLC
37,463$923.8K0.1%ETFLowFort Worth, TX2026-10-14
Central Trust Co
37,247$918.5K0.0%CoreLowJefferson City, MO2026-11-05
Jacobi Capital Management LLC
36,618$903.0K0.0%CoreLowPittston, PA2026-11-05
Curbstone Financial Management Corp
36,450$898.9K0.2%CoreLowManchester, NH2026-10-21
LPL Financial LLC
35,941$886.3K0.0%IndexVery LowFort Mill, SC2026-11-06
Droms Strauss Advisors Inc
35,868$884.5K0.2%ETFVery LowSt. Louis, MO2026-11-03
Valmark Advisers, Inc.
30,990$764.2K0.0%ETFVery LowAkron, OH2026-11-06
IFP Advisors, Inc
28,106$693.1K0.0%CoreLowTampa, FL2026-10-16
Parallel Advisors, LLC
27,630$681.4K0.0%GrowthLowSan Francisco, CA2026-11-03
Leavell Investment Management, Inc.
27,530$678.9K0.0%GrowthLowMobile, AL2026-11-09
Rossmore Private Capital
20,649$509.2K0.0%CoreLowGlastonbury, CT2026-10-27
Newman Dignan & Sheerar, Inc.
19,029$469.3K0.1%ETFLowProvidence, RI2026-10-21
Schmidt P J Investment Management Inc
17,372$428.4K0.1%GrowthVery LowCedarburg, WI2026-11-02
Physician Wealth Advisors, Inc.
14,500$357.6K0.0%ETFMediumMidvale, UT2026-10-20
IFG Advisory, LLC
13,892$342.6K0.0%ETFLowAtlanta, GA2026-11-09
Balefire, LLC
12,997$320.5K0.1%ETFMediumDallas, TX2026-10-09
Compton Wealth Advisory Group, LLC
11,869$294.1K0.1%ETFVery LowVirginia Beach, VA2026-10-13
Syntegra Private Wealth Group, LLC
11,591$285.8K0.0%ETFLowChesterfield, MO2026-10-13
Heritage Family Offices, LLP
10,923$269.4K0.1%CoreHighScottsdale, AZ2026-11-02
Bradley & Co. Private Wealth Management, LLC
10,786$266.0K0.1%CoreVery LowMiami, FL2026-10-23
Sterling Investment Advisors, Ltd.
10,775$265.7K0.0%CoreLowBerwyn, PA2026-10-27
Aspen Private Advisors, LLC
10,000$246.6K0.2%ETFN/ASioux Falls, SD2026-10-27
Great Diamond Partners, LLC
9,939$245.1K0.0%CoreMediumPortland, ME2026-10-13
Sigma Investment Counselors Inc
9,840$242.7K0.0%ETFLowNorthville, MI2026-10-27
Capital Investment Advisors, LLC
9,817$242.1K0.0%CoreLowAtlanta, GA2026-10-22
Cornell Pochily Investment Advisors, Inc.
8,995$221.8K0.1%CoreLowIthaca, NY2026-10-19
Archford Capital Strategies, LLC
8,542$210.6K0.0%GrowthMediumSwansea, IL2026-10-19
10Elms LLP
6,900$170.2K0.1%ETFVery LowTulsa, OK2026-11-06
Addison Advisors LLC
5,480$135.1K0.1%ETFVery LowMiddlebury, VT2026-11-06
Princeton Global Asset Management LLC
3,880$95.7K0.0%CoreLowPrinceton, NJ2026-10-21
Harbour Investments, Inc.
3,436$84.7K0.0%ETFLowMadison, WI2026-11-09
Bullock Wealth Management Group
2,028$50.3K0.0%GrowthLowBloomington, IN2026-10-09
Sarver Vrooman Wealth Advisors
1,576$38.9K0.0%ETFMediumKansas City, MO2026-10-01
Adirondack Trust Co
1,354$33.4K0.0%CoreLowSaratoga Springs, NY2026-10-14
Barrett & Company, Inc.
1,000$24.7K0.0%ETFLowProvidence, RI2026-10-22
Nuveen, LLC
0$40.0%CoreLowCharlotte, NC2026-11-10