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Isharesibonddec2030munibdetf (IBMS)

CUSIP: 46438G687 | NYSE | 147 institutional holders

Quarters

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

Community Trust & Investment Co434,155
0.5% of portfolio›$10.9M
US Bancorp \de\334,507
0.0% of portfolio›$8.4M
Kathmere Capital Management, LLC334,127
0.4% of portfolio›$8.4M
Praetorian Wealth Management, Inc.229,752
1.0% of portfolio›$5.7M
Cliftonlarsonallen Wealth Advisors, LLC190,607
0.1% of portfolio›$4.8M
Lido Advisors, LLC166,826
0.0% of portfolio›$4.2M
Central Trust Co117,673
0.1% of portfolio›$2.9M
Choreo, LLC117,238
0.0% of portfolio›$2.9M
Cypress Point Wealth Management, LLC115,000
0.3% of portfolio›$2.9M
Quantum Financial Advisors, LLC113,907
0.3% of portfolio›$2.8M
Assetmark, Inc110,899
0.0% of portfolio›$2.8M
Kestra Advisory Services, LLC75,130
0.0% of portfolio›$1.9M
Ellis Investment Partners, LLC70,169
0.3% of portfolio›$1.8M
Blue Square Asset Management, LLC61,043
0.6% of portfolio›$1.5M
Cyndeo Wealth Partners, LLC58,617
0.1% of portfolio›$1.5M
Brookstone Capital Management56,062
0.0% of portfolio›$1.4M
GC Wealth Management RIA, LLC53,518
0.1% of portfolio›$1.3M
Sentinel Pension Advisors, LLC53,336
0.2% of portfolio›$1.3M
Rossmore Private Capital49,308
0.1% of portfolio›$1.2M
True Private Wealth Advisors49,125
0.1% of portfolio›$1.2M
Aspen Wealth Management LLC47,268
0.2% of portfolio›$1.2M
Curbstone Financial Management Corp46,500
0.2% of portfolio›$1.2M
Commonwealth Equity Services, LLC40,824
0.0% of portfolio›$1.0M
Jacobi Capital Management LLC36,417
0.0% of portfolio›$910.4K
PFG Private Wealth Management, LLC36,044
0.4% of portfolio›$901.1K
Newman Dignan & Sheerar, Inc.35,902
0.2% of portfolio›$897.6K
Droms Strauss Advisors Inc34,163
0.2% of portfolio›$854.1K
Capital Investment Advisors, LLC32,392
0.0% of portfolio›$809.8K
Howland Capital Management LLC28,598
0.0% of portfolio›$715.0K
IFP Advisors, Inc28,040
0.0% of portfolio›$701.0K
Parallel Advisors, LLC27,092
0.0% of portfolio›$677.3K
Carnegie Investment Counsel23,000
0.0% of portfolio›$575.0K
Nestegg Advisors, Inc.20,994
0.3% of portfolio›$524.9K
CFS Investment Advisory Services, LLC19,029
0.0% of portfolio›$476.9K
Rossby Financial, LCC18,864
0.1% of portfolio›$471.6K
Roof Eidam Maycock Peralta, LLC17,850
0.1% of portfolio›$446.3K
Phillips Financial Management, LLC13,574
0.0% of portfolio›$339.4K
Balefire, LLC12,684
0.0% of portfolio›$317.1K
Schmidt P J Investment Management Inc12,360
0.0% of portfolio›$309.0K
Great Diamond Partners, LLC12,042
0.1% of portfolio›$301.1K
Compton Wealth Advisory Group, LLC11,753
0.1% of portfolio›$294.8K
Creative Planning11,406
0.0% of portfolio›$285.2K
Heritage Family Offices, LLP10,900
0.1% of portfolio›$272.5K
Bradley & Co. Private Wealth Management, LLC10,663
0.1% of portfolio›$266.6K
Woodmont Investment Counsel LLC10,513
0.0% of portfolio›$262.8K
Physician Wealth Advisors, Inc.10,500
0.0% of portfolio›$262.5K
Foundry Financial Group, Inc.10,221
0.1% of portfolio›$255.5K
Aspen Private Advisors, LLC10,000
0.2% of portfolio›$250.0K
Meridian Wealth Management, LLC9,559
0.0% of portfolio›$239.0K
Segment Wealth Management, LLC9,490
0.0% of portfolio›$237.3K
Cornell Pochily Investment Advisors, Inc.8,940
0.1% of portfolio›$223.5K
Archford Capital Strategies, LLC8,601
0.0% of portfolio›$215.0K
WealthBridge Capital Management, LLC8,482
0.0% of portfolio›$212.1K
First National Trust Co8,142
0.0% of portfolio›$203.6K
Princeton Global Asset Management LLC7,735
0.0% of portfolio›$193.4K
Farther Finance Advisors, LLC5,903
0.0% of portfolio›$147.6K
Adirondack Trust Co2,888
0.0% of portfolio›$72.2K
Hughes Financial Services, LLC2,725
0.0% of portfolio›$69.7K
Bullock Wealth Management Group2,005
0.0% of portfolio›$50.3K
Barrett & Company, Inc.1,784
0.0% of portfolio›$44.6K
Sarver Vrooman Wealth Advisors1,571
0.0% of portfolio›$39.3K
Community Financial Services Group, LLC967
0.0% of portfolio›$24.3K
Root Financial Partners, LLC130
0.0% of portfolio›$3.3K
StyleTurnoverLocationFiled
Community Trust & Investment Co
434,155$10.9M0.5%CoreLowLexington, KY2026-10-15
US Bancorp \de\
334,507$8.4M0.0%IndexLowMinneapolis, MN2026-11-05
Kathmere Capital Management, LLC
334,127$8.4M0.4%ETFLowWayne, PA2026-10-20
Praetorian Wealth Management, Inc.
229,752$5.7M1.0%ETFVery LowCarmel, CA2026-10-16
Cliftonlarsonallen Wealth Advisors, LLC
190,607$4.8M0.1%ETFLowMinneapolis, MN2026-10-14
Lido Advisors, LLC
166,826$4.2M0.0%GrowthLowLos Angeles, CA2026-11-04
Central Trust Co
117,673$2.9M0.1%CoreLowJefferson City, MO2026-11-05
Choreo, LLC
117,238$2.9M0.0%IndexLowRockford, IL2026-10-28
Cypress Point Wealth Management, LLC
115,000$2.9M0.3%ETFLowDallas, TX2026-11-03
Quantum Financial Advisors, LLC
113,907$2.8M0.3%ETFLowSanta Monica, CA2026-11-03
Assetmark, Inc
110,899$2.8M0.0%ETFLowConcord, CA2026-10-21
Kestra Advisory Services, LLC
75,130$1.9M0.0%CoreLowAustin, TX2026-11-02
Ellis Investment Partners, LLC
70,169$1.8M0.3%ETFLowBerwyn, PA2026-10-21
Blue Square Asset Management, LLC
61,043$1.5M0.6%MomentumMediumNew York, NY2026-11-02
Cyndeo Wealth Partners, LLC
58,617$1.5M0.1%CoreMediumSt. Petersburg, FL2026-10-16
Brookstone Capital Management
56,062$1.4M0.0%ETFMediumWheaton, IL2026-10-22
GC Wealth Management RIA, LLC
53,518$1.3M0.1%GrowthMediumCambridge, MA2026-11-02
Sentinel Pension Advisors, LLC
53,336$1.3M0.2%ETFLowWakefield, MA2026-11-02
Rossmore Private Capital
49,308$1.2M0.1%CoreLowGlastonbury, CT2026-10-27
True Private Wealth Advisors
49,125$1.2M0.1%ETFMediumSalem, OR2026-10-19
Aspen Wealth Management LLC
47,268$1.2M0.2%ETFLowFort Worth, TX2026-10-14
Curbstone Financial Management Corp
46,500$1.2M0.2%CoreLowManchester, NH2026-10-21
Commonwealth Equity Services, LLC
40,824$1.0M0.0%ETFLowWaltham, MA2026-11-02
Jacobi Capital Management LLC
36,417$910.4K0.0%CoreLowPittston, PA2026-11-05
PFG Private Wealth Management, LLC
36,044$901.1K0.4%ETFHighLutz, FL2026-10-15
Newman Dignan & Sheerar, Inc.
35,902$897.6K0.2%ETFLowProvidence, RI2026-10-21
Droms Strauss Advisors Inc
34,163$854.1K0.2%ETFLowSt. Louis, MO2026-11-03
Capital Investment Advisors, LLC
32,392$809.8K0.0%CoreLowAtlanta, GA2026-10-22
Howland Capital Management LLC
28,598$715.0K0.0%CoreLowBoston, MA2026-10-22
IFP Advisors, Inc
28,040$701.0K0.0%GrowthLowTampa, FL2026-10-16
Parallel Advisors, LLC
27,092$677.3K0.0%IndexLowSan Francisco, CA2026-11-03
Carnegie Investment Counsel
23,000$575.0K0.0%CoreLowPepper Pike, OH2026-10-20
Nestegg Advisors, Inc.
20,994$524.9K0.3%ETFLowHauppauge, NY2026-10-21
CFS Investment Advisory Services, LLC
19,029$476.9K0.0%ETFMediumTotowa, NJ2026-10-19
Rossby Financial, LCC
18,864$471.6K0.1%ETFMediumMelbourne, FL2026-11-05
Roof Eidam Maycock Peralta, LLC
17,850$446.3K0.1%ETFVery LowSan Francisco, CA2026-10-15
Phillips Financial Management, LLC
13,574$339.4K0.0%ETFVery LowFort Wayne, IN2026-10-19
Balefire, LLC
12,684$317.1K0.0%ETFMediumDallas, TX2026-10-09
Schmidt P J Investment Management Inc
12,360$309.0K0.0%GrowthVery LowCedarburg, WI2026-11-02
Great Diamond Partners, LLC
12,042$301.1K0.1%CoreMediumPortland, ME2026-10-13
Compton Wealth Advisory Group, LLC
11,753$294.8K0.1%ETFVery LowVirginia Beach, VA2026-10-13
Creative Planning
11,406$285.2K0.0%IndexVery LowOverland Park, KS2026-11-02
Heritage Family Offices, LLP
10,900$272.5K0.1%GrowthHighScottsdale, AZ2026-11-02
Bradley & Co. Private Wealth Management, LLC
10,663$266.6K0.1%CoreVery LowMiami, FL2026-10-23
Woodmont Investment Counsel LLC
10,513$262.8K0.0%GARPVery LowNashville, TN2026-10-29
Physician Wealth Advisors, Inc.
10,500$262.5K0.0%ETFMediumMidvale, UT2026-10-20
Foundry Financial Group, Inc.
10,221$255.5K0.1%ETFLowLaconia, NH2026-10-28
Aspen Private Advisors, LLC
10,000$250.0K0.2%ETFN/ASioux Falls, SD2026-10-27
Meridian Wealth Management, LLC
9,559$239.0K0.0%GrowthLowLexington, KY2026-11-05
Segment Wealth Management, LLC
9,490$237.3K0.0%CoreLowHouston, TX2026-10-26
Cornell Pochily Investment Advisors, Inc.
8,940$223.5K0.1%CoreLowIthaca, NY2026-10-19
Archford Capital Strategies, LLC
8,601$215.0K0.0%GrowthMediumSwansea, IL2026-10-19
WealthBridge Capital Management, LLC
8,482$212.1K0.0%ETFLowWesterville, OH2026-10-16
First National Trust Co
8,142$203.6K0.0%GrowthLowJohnstown, PA2026-10-28
Princeton Global Asset Management LLC
7,735$193.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Farther Finance Advisors, LLC
5,903$147.6K0.0%IndexLowSan Francisco, CA2026-10-08
Adirondack Trust Co
2,888$72.2K0.0%GrowthLowSaratoga Springs, NY2026-10-14
Hughes Financial Services, LLC
2,725$69.7K0.0%ETFLowHerndon, VA2026-10-30
Bullock Wealth Management Group
2,005$50.3K0.0%GrowthLowBloomington, IN2026-10-09
Barrett & Company, Inc.
1,784$44.6K0.0%ETFLowProvidence, RI2026-10-22
Sarver Vrooman Wealth Advisors
1,571$39.3K0.0%ETFMediumKansas City, MO2026-10-01
Community Financial Services Group, LLC
967$24.3K0.0%GrowthLowNewport, VT2026-10-15
Root Financial Partners, LLC
130$3.3K0.0%ETFMediumEncinitas, CA2026-10-21