| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 0% | -101% | $1,626 | -$1,250,500 | 65 | -100% | BlackRock Portfolio Management LLC | 31 May 2025 |
As of 31 Dec 2025, 50 institutional investors reported holding 2,018,856 shares of iShares iBonds Dec 2031 Term Muni Bond ETF - Common Stock (IBMT). This represents 1347% of the company’s total 149,895 outstanding shares.
The largest institutional shareholders of iShares iBonds Dec 2031 Term Muni Bond ETF - Common Stock (IBMT) together control 1228% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 569% | 853,396 | 0.03% | $22,145,626 | |
| LBMC INVESTMENT ADVISORS, LLC | 66% | 98,270 | +528% | 0.16% | $2,550,107 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 50% | 74,465 | +632% | 0.02% | $1,932,367 |
| Ellis Investment Partners, LLC | 46% | 68,872 | 0.31% | $1,787,239 | |
| JANE STREET GROUP, LLC | 40% | 60,286 | -23% | 0% | $1,564,422 |
| US BANCORP \DE\ | 40% | 59,403 | 0% | $1,541,508 | |
| ROYAL BANK OF CANADA | 38% | 57,275 | 0% | $1,486,000 | |
| BANK OF AMERICA CORP /DE/ | 36% | 54,126 | 0% | $1,404,570 | |
| Praetorian Wealth Management, Inc. | 32% | 47,639 | 0.25% | $1,236,232 | |
| Elequin Capital, LP | 30% | 45,439 | 0.15% | $1,179,142 | |
| Aspen Wealth Management LLC | 29% | 42,773 | +23% | 0.23% | $1,109,959 |
| Quantum Financial Advisors, LLC | 28% | 42,513 | +2% | 0.13% | $1,103,225 |
| NewEdge Advisors, LLC | 26% | 38,610 | 0% | $1,001,930 | |
| HighTower Advisors, LLC | 25% | 38,200 | 0% | $991,290 | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 22% | 32,417 | +11% | 0.01% | $841,222 |
| Atlantic Union Bankshares Corp | 21% | 31,241 | +53% | 0.02% | $810,704 |
| Valmark Advisers, Inc. | 18% | 27,456 | 0.01% | $712,483 | |
| Hills Bank & Trust Co | 17% | 24,820 | +125% | 0.04% | $644,079 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 16% | 23,785 | -20% | 0.03% | $617,221 |
| Sanctuary Advisors, LLC | 16% | 23,611 | 0% | $612,718 | |
| MassMutual Private Wealth & Trust, FSB | 15% | 21,910 | -21% | 0.01% | $568,565 |
| CWM, LLC | 14% | 20,850 | 0% | $541,000 | |
| STIFEL FINANCIAL CORP | 12% | 18,649 | 0% | $483,942 | |
| Kestra Advisory Services, LLC | 12% | 18,447 | 0% | $478,706 | |
| RAYMOND JAMES FINANCIAL INC | 11% | 16,116 | +0.97% | 0% | $418,210 |