IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Ibonds DEC 2031 Muni (IBMT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
INCREASED
Shares731,813 from 647,902
Change+83,911 (+13%)
Value$18.0M (+$1.3M)
Filed 2026-11-10
US Bancorp \de\
INCREASED
Shares286,347 from 224,997
Change+61,350 (+27%)
Value$7.1M (+$1.3M)
Filed 2026-11-05
Praetorian Wealth Management, Inc.
INCREASED
Shares158,793 from 141,610
Change+17,183 (+12%)
Value$3.9M (+$262.3K)
Filed 2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED
Shares139,550 from 40,081
Change+99,469 (+248%)
Value$3.4M (+$2.4M)
Filed 2026-10-14
Quantum Financial Advisors, LLC
INCREASED
Shares111,305 from 103,665
Change+7,640 (+7%)
Value$2.7M (+$70.2K)
Filed 2026-11-03
Assetmark, Inc
INCREASED
Shares103,666 from 82,698
Change+20,968 (+25%)
Value$2.6M (+$422.8K)
Filed 2026-10-21
Coldstream Capital Management Inc
DECREASED
Shares94,623 from 97,400
Change-2,777 (-3%)
Value$2.3M (-$179.5K)
Filed 2026-11-09
Ellis Investment Partners, LLC
DECREASED
Shares70,622 from 71,293
Change-671 (-1%)
Value$1.7M (-$97.8K)
Filed 2026-10-21
Kestra Advisory Services, LLC
INCREASED
Shares52,288 from 45,977
Change+6,311 (+14%)
Value$1.3M (+$103.2K)
Filed 2026-11-02
Commonwealth Equity Services, LLC
INCREASED
Shares48,136 from 46,544
Change+1,592 (+3%)
Value$1.2M (-$13.8K)
Filed 2026-11-02
GC Wealth Management RIA, LLC
INCREASED
Shares46,937 from 39,362
Change+7,575 (+19%)
Value$1.2M (+$141.9K)
Filed 2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED
Shares43,207 from 32,081
Change+11,126 (+35%)
Value$1.1M (+$237.8K)
Filed 2026-10-16
Howland Capital Management LLC
INCREASED
Shares38,084 from 14,360
Change+23,724 (+165%)
Value$939.2K (+$568.7K)
Filed 2026-10-22
Aspen Wealth Management LLC
INCREASED
Shares37,463 from 19,473
Change+17,990 (+92%)
Value$923.8K (+$421.4K)
Filed 2026-10-14
Central Trust Co
DECREASED
Shares37,247 from 38,207
Change-960 (-3%)
Value$918.5K (-$67.2K)
Filed 2026-11-05
Jacobi Capital Management LLC
UNCHANGED
Shares36,618 from 36,618
Change0 (0%)
Value$903.0K (-$41.7K)
Filed 2026-11-05
Curbstone Financial Management Corp
UNCHANGED
Shares36,450 from 36,450
Change0 (0%)
Value$898.9K (-$41.6K)
Filed 2026-10-21
LPL Financial LLC
INCREASED
Shares35,941 from 24,649
Change+11,292 (+46%)
Value$886.3K (+$250.4K)
Filed 2026-11-06
Droms Strauss Advisors Inc
INCREASED
Shares35,868 from 24,350
Change+11,518 (+47%)
Value$884.5K (+$256.3K)
Filed 2026-11-03
Valmark Advisers, Inc.
DECREASED
Shares30,990 from 31,144
Change-154 (0%)
Value$764.2K (-$39.3K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares28,106 from 24,958
Change+3,148 (+13%)
Value$693.1K (+$49.2K)
Filed 2026-10-16
Parallel Advisors, LLC
INCREASED
Shares27,630 from 15,600
Change+12,030 (+77%)
Value$681.4K (+$278.9K)
Filed 2026-11-03
Leavell Investment Management, Inc.
UNCHANGED
Shares27,530 from 27,530
Change0 (0%)
Value$678.9K (-$31.4K)
Filed 2026-11-09
Rossmore Private Capital
INCREASED
Shares20,649 from 20,454
Change+195 (+1%)
Value$509.2K (-$18.5K)
Filed 2026-10-27
Newman Dignan & Sheerar, Inc.
INCREASED
Shares19,029 from 19,005
Change+24 (+0%)
Value$469.3K (-$21.1K)
Filed 2026-10-21
Schmidt P J Investment Management Inc
INCREASED
Shares17,372 from 10,840
Change+6,532 (+60%)
Value$428.4K (+$148.7K)
Filed 2026-11-02
Physician Wealth Advisors, Inc.
NEW
Shares14,500
Change+14,500
Value$357.6K
Filed 2026-10-20
IFG Advisory, LLC
INCREASED
Shares13,892 from 11,869
Change+2,023 (+17%)
Value$342.6K (+$36.4K)
Filed 2026-11-09
Balefire, LLC
UNCHANGED
Shares12,997 from 12,997
Change0 (0%)
Value$320.5K (-$14.8K)
Filed 2026-10-09
Compton Wealth Advisory Group, LLC
NEW
Shares11,869
Change+11,869
Value$294.1K
Filed 2026-10-13
Syntegra Private Wealth Group, LLC
UNCHANGED
Shares11,591 from 11,591
Change0 (0%)
Value$285.8K (-$13.2K)
Filed 2026-10-13
Heritage Family Offices, LLP
UNCHANGED
Shares10,923 from 10,923
Change0 (0%)
Value$269.4K (-$12.5K)
Filed 2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW
Shares10,786
Change+10,786
Value$266.0K
Filed 2026-10-23
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares10,775 from 10,775
Change0 (0%)
Value$265.7K (-$12.3K)
Filed 2026-10-27
Aspen Private Advisors, LLC
NEW
Shares10,000
Change+10,000
Value$246.6K
Filed 2026-10-27
Great Diamond Partners, LLC
NEW
Shares9,939
Change+9,939
Value$245.1K
Filed 2026-10-13
Sigma Investment Counselors Inc
DECREASED
Shares9,840 from 14,630
Change-4,790 (-33%)
Value$242.7K (-$134.8K)
Filed 2026-10-27
Capital Investment Advisors, LLC
INCREASED
Shares9,817 from 9,807
Change+10 (+0%)
Value$242.1K (-$10.9K)
Filed 2026-10-22
Cornell Pochily Investment Advisors, Inc.
UNCHANGED
Shares8,995 from 8,995
Change0 (0%)
Value$221.8K (-$10.3K)
Filed 2026-10-19
Archford Capital Strategies, LLC
UNCHANGED
Shares8,542 from 8,542
Change0 (0%)
Value$210.6K (-$9.7K)
Filed 2026-10-19
10Elms LLP
INCREASED
Shares6,900 from 3,500
Change+3,400 (+97%)
Value$170.2K (+$79.9K)
Filed 2026-11-06
Addison Advisors LLC
INCREASED
Shares5,480 from 5,070
Change+410 (+8%)
Value$135.1K (+$4.3K)
Filed 2026-11-06
Princeton Global Asset Management LLC
UNCHANGED
Shares3,880 from 3,880
Change0 (0%)
Value$95.7K (-$4.4K)
Filed 2026-10-21
Harbour Investments, Inc.
INCREASED
Shares3,436 from 3,421
Change+15 (+0%)
Value$84.7K (-$3.5K)
Filed 2026-11-09
Bullock Wealth Management Group
INCREASED
Shares2,028 from 2,016
Change+12 (+1%)
Value$50.3K (-$1.6K)
Filed 2026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED
Shares1,576 from 1,576
Change0 (0%)
Value$38.9K (-$1.7K)
Filed 2026-10-01
Adirondack Trust Co
UNCHANGED
Shares1,354 from 1,354
Change0 (0%)
Value$33.4K (-$1.5K)
Filed 2026-10-14
Barrett & Company, Inc.
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$24.7K (-$1.1K)
Filed 2026-10-22
Nuveen, LLC
NEW
Shares0
Change0
Value$4
Filed 2026-11-10
Paradigm, Strategies in Wealth Management, LLC
CLOSED
Shares0 from 19,906
Change-19,906 (-100%)
Value$0 (-$513.6K)
Filed 2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED
Shares0 from 10,923
Change-10,923 (-100%)
Value$0 (-$281.8K)
Filed 2026-10-27
Members Wealth LLC
CLOSED
Shares0 from 9,867
Change-9,867 (-100%)
Value$0 (-$254.6K)
Filed 2026-10-20
Carnegie Investment Counsel
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$206.4K)
Filed 2026-10-20
Mercer Global Advisors Inc
N/A
Shares— from 478,497
Change-478,497 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 157,299
Change-157,299 (-100%)
Value—
Lbmc Investment Advisors, LLC
N/A
Shares— from 132,100
Change-132,100 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 112,191
Change-112,191 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 100,855
Change-100,855 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 57,275
Change-57,275 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 40,334
Change-40,334 (-100%)
Value—
Spinnaker Trust
N/A
Shares— from 36,631
Change-36,631 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 36,223
Change-36,223 (-100%)
Value—
UBS Group AG
N/A
Shares— from 32,723
Change-32,723 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 30,656
Change-30,656 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 23,789
Change-23,789 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 22,637
Change-22,637 (-100%)
Value—
Godshalk Welsh Capital Management, Inc.
N/A
Shares— from 21,000
Change-21,000 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 17,191
Change-17,191 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 17,066
Change-17,066 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 8,303
Change-8,303 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 7,284
Change-7,284 (-100%)
Value—
Crews Bank & Trust
N/A
Shares— from 4,250
Change-4,250 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 3,169
Change-3,169 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 3,070
Change-3,070 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 1,825
Change-1,825 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 1,600
Change-1,600 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 708
Change-708 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 472
Change-472 (-100%)
Value—
BlackRock, Inc.
N/A
Shares— from 65
Change-65 (-100%)
Value—
Status
HighTower Advisors, LLC
INCREASED731,813647,902+83,911+13%$16.7M$18.0M+$1.3M2026-11-10
US Bancorp \de\
INCREASED286,347224,997+61,350+27%$5.8M$7.1M+$1.3M2026-11-05
Praetorian Wealth Management, Inc.
INCREASED158,793141,610+17,183+12%$3.7M$3.9M+$262.3K2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
INCREASED139,55040,081+99,469+248%$1.0M$3.4M+$2.4M2026-10-14
Quantum Financial Advisors, LLC
INCREASED111,305103,665+7,640+7%$2.7M$2.7M+$70.2K2026-11-03
Assetmark, Inc
INCREASED103,66682,698+20,968+25%$2.1M$2.6M+$422.8K2026-10-21
Coldstream Capital Management Inc
DECREASED94,62397,400-2,777-3%$2.5M$2.3M-$179.5K2026-11-09
Ellis Investment Partners, LLC
DECREASED70,62271,293-671-1%$1.8M$1.7M-$97.8K2026-10-21
Kestra Advisory Services, LLC
INCREASED52,28845,977+6,311+14%$1.2M$1.3M+$103.2K2026-11-02
Commonwealth Equity Services, LLC
INCREASED48,13646,544+1,592+3%$1.2M$1.2M-$13.8K2026-11-02
GC Wealth Management RIA, LLC
INCREASED46,93739,362+7,575+19%$1.0M$1.2M+$141.9K2026-11-02
Cyndeo Wealth Partners, LLC
INCREASED43,20732,081+11,126+35%$827.7K$1.1M+$237.8K2026-10-16
Howland Capital Management LLC
INCREASED38,08414,360+23,724+165%$370.5K$939.2K+$568.7K2026-10-22
Aspen Wealth Management LLC
INCREASED37,46319,473+17,990+92%$502.4K$923.8K+$421.4K2026-10-14
Central Trust Co
DECREASED37,24738,207-960-3%$985.7K$918.5K-$67.2K2026-11-05
Jacobi Capital Management LLC
UNCHANGED36,61836,61800%$944.7K$903.0K-$41.7K2026-11-05
Curbstone Financial Management Corp
UNCHANGED36,45036,45000%$940.4K$898.9K-$41.6K2026-10-21
LPL Financial LLC
INCREASED35,94124,649+11,292+46%$635.9K$886.3K+$250.4K2026-11-06
Droms Strauss Advisors Inc
INCREASED35,86824,350+11,518+47%$628.2K$884.5K+$256.3K2026-11-03
Valmark Advisers, Inc.
DECREASED30,99031,144-1540%$803.5K$764.2K-$39.3K2026-11-06
IFP Advisors, Inc
INCREASED28,10624,958+3,148+13%$643.9K$693.1K+$49.2K2026-10-16
Parallel Advisors, LLC
INCREASED27,63015,600+12,030+77%$402.5K$681.4K+$278.9K2026-11-03
Leavell Investment Management, Inc.
UNCHANGED27,53027,53000%$710.3K$678.9K-$31.4K2026-11-09
Rossmore Private Capital
INCREASED20,64920,454+195+1%$527.7K$509.2K-$18.5K2026-10-27
Newman Dignan & Sheerar, Inc.
INCREASED19,02919,005+24+0%$490.3K$469.3K-$21.1K2026-10-21
Schmidt P J Investment Management Inc
INCREASED17,37210,840+6,532+60%$279.7K$428.4K+$148.7K2026-11-02
Physician Wealth Advisors, Inc.
NEW14,500—+14,500——$357.6K—2026-10-20
IFG Advisory, LLC
INCREASED13,89211,869+2,023+17%$306.2K$342.6K+$36.4K2026-11-09
Balefire, LLC
UNCHANGED12,99712,99700%$335.3K$320.5K-$14.8K2026-10-09
Compton Wealth Advisory Group, LLC
NEW11,869—+11,869——$294.1K—2026-10-13
Syntegra Private Wealth Group, LLC
UNCHANGED11,59111,59100%$299.0K$285.8K-$13.2K2026-10-13
Heritage Family Offices, LLP
UNCHANGED10,92310,92300%$281.8K$269.4K-$12.5K2026-11-02
Bradley & Co. Private Wealth Management, LLC
NEW10,786—+10,786——$266.0K—2026-10-23
Sterling Investment Advisors, Ltd.
UNCHANGED10,77510,77500%$278.0K$265.7K-$12.3K2026-10-27
Aspen Private Advisors, LLC
NEW10,000—+10,000——$246.6K—2026-10-27
Great Diamond Partners, LLC
NEW9,939—+9,939——$245.1K—2026-10-13
Sigma Investment Counselors Inc
DECREASED9,84014,630-4,790-33%$377.5K$242.7K-$134.8K2026-10-27
Capital Investment Advisors, LLC
INCREASED9,8179,807+10+0%$253.0K$242.1K-$10.9K2026-10-22
Cornell Pochily Investment Advisors, Inc.
UNCHANGED8,9958,99500%$232.1K$221.8K-$10.3K2026-10-19
Archford Capital Strategies, LLC
UNCHANGED8,5428,54200%$220.4K$210.6K-$9.7K2026-10-19
10Elms LLP
INCREASED6,9003,500+3,400+97%$90.3K$170.2K+$79.9K2026-11-06
Addison Advisors LLC
INCREASED5,4805,070+410+8%$130.8K$135.1K+$4.3K2026-11-06
Princeton Global Asset Management LLC
UNCHANGED3,8803,88000%$100.1K$95.7K-$4.4K2026-10-21
Harbour Investments, Inc.
INCREASED3,4363,421+15+0%$88.3K$84.7K-$3.5K2026-11-09
Bullock Wealth Management Group
INCREASED2,0282,016+12+1%$51.9K$50.3K-$1.6K2026-10-09
Sarver Vrooman Wealth Advisors
UNCHANGED1,5761,57600%$40.6K$38.9K-$1.7K2026-10-01
Adirondack Trust Co
UNCHANGED1,3541,35400%$34.9K$33.4K-$1.5K2026-10-14
Barrett & Company, Inc.
UNCHANGED1,0001,00000%$25.8K$24.7K-$1.1K2026-10-22
Nuveen, LLC
NEW0—0——$4—2026-11-10
Paradigm, Strategies in Wealth Management, LLC
CLOSED019,906-19,906-100%$513.6K$0-$513.6K2026-10-16
Pacific Excel Wealth Advisors, Inc.
CLOSED010,923-10,923-100%$281.8K$0-$281.8K2026-10-27
Members Wealth LLC
CLOSED09,867-9,867-100%$254.6K$0-$254.6K2026-10-20
Carnegie Investment Counsel
CLOSED08,000-8,000-100%$206.4K$0-$206.4K2026-10-20
Mercer Global Advisors Inc
N/A—478,497-478,497-100%$12.3M———
Bank of America Corp
N/A—157,299-157,299-100%$4.1M———
Lbmc Investment Advisors, LLC
N/A—132,100-132,100-100%$3.4M———
Hills Bank & Trust Co
N/A—112,191-112,191-100%$2.9M———
Focus Partners Wealth
N/A—100,855-100,855-100%$2.6M———
Royal Bank of Canada
N/A—57,275-57,275-100%$1.5M———
NewEdge Advisors, LLC
N/A—40,334-40,334-100%$1.0M———
Spinnaker Trust
N/A—36,631-36,631-100%$945.1K———
Atlantic Union Bankshares Corp
N/A—36,223-36,223-100%$934.6K———
UBS Group AG
N/A—32,723-32,723-100%$844.3K———
Goldman Sachs Group Inc
N/A—30,656-30,656-100%$790.9K———
Sanctuary Advisors, LLC
N/A—23,789-23,789-100%$613.7K———
Stifel Financial Corp
N/A—22,637-22,637-100%$584.0K———
Godshalk Welsh Capital Management, Inc.
N/A—21,000-21,000-100%$541.8K———
Beacon Pointe Advisors, LLC
N/A—17,191-17,191-100%$443.5K———
Raymond James Financial Inc
N/A—17,066-17,066-100%$440.3K———
Cetera Investment Advisers
N/A—8,303-8,303-100%$214.2K———
Morgan Stanley
N/A—7,284-7,284-100%$187.9K———
Crews Bank & Trust
N/A—4,250-4,250-100%$109.7K———
Global Retirement Partners, LLC
N/A—3,169-3,169-100%$81.8K———
MidFirst Bank
N/A—3,070-3,070-100%$79.2K———
JPMorgan Chase & Co
N/A—1,825-1,825-100%$47.1K———
Osaic Holdings, Inc.
N/A—1,600-1,600-100%$41.3K———
Northwestern Mutual Wealth Management Co
N/A—708-708-100%$18.3K———
Jones Financial Companies Lllp
N/A—472-472-100%$12.2K———
BlackRock, Inc.
N/A—65-65-100%$1.7K———
Showing 79 of 79 institutions