ISHARES IBONDS DEC 2027 TERM IBMP
$25.38
+0.1% 52w: $24.66 – $25.38
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.6625.0225.38
Jun 20, 2025 Jul 2, 2026
Institutional holders
187
+8 QoQ
13F value
$534.1M
+4.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBMP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.4M | $60.0M | 0.0% | +3.3% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.7M | $44.5M | 0.1% | -14.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $26.5M | 0.0% | -3.7% |
| HighTower Advisors, LLC | Diversified mechanical | 985.4K | $25.1M | 0.0% | +1.8% |
| Clearstead Advisors, LLC | Wealth advisor | 976.3K | $24.8M | 0.2% | +2.1% |
| US BANCORP \DE\ | Wealth advisor | 693.8K | $17.7M | 0.0% | -2.9% |
| Heartwood Wealth Advisors LLC | Wealth advisor | 636.6K | $16.2M | 1.4% | -17.1% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 566.7K | $14.4M | 0.9% | +5.4% |
| Lido Advisors, LLC | Wealth advisor | 560.5K | $14.3M | 0.1% | +52.3% |
| LPL Financial LLC | Bank broker | 492.7K | $12.5M | 0.0% | +2.4% |
| NewEdge Advisors, LLC | Diversified mechanical | 486.0K | $12.4M | 0.0% | +0.2% |
| Hills Bank & Trust Co | Wealth advisor | 443.5K | $11.3M | 0.5% | +1.6% |
| Kathmere Capital Management, LLC | Wealth advisor | 406.4K | $10.3M | 0.6% | -1.3% |
| MORGAN STANLEY | Bank broker | 392.3K | $10.0M | 0.0% | -32.9% |
| UBS Group AG | Bank broker | 375.8K | $9.6M | 0.0% | +6.5% |
| Covington Investment Advisors Inc. ★2 | Fundamental diversified | 370.5K | $9.4M | 1.4% | +1.0% |
| Matthew Goff Investment Advisor, LLC | Other | 310.8K | $7.5M | 1.3% | New |
| Praetorian Wealth Management, Inc. | Wealth advisor | 289.2K | $7.3M | 1.4% | +11.2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 277.9K | $7.1M | 0.1% | +32.8% |
| Paradiem, LLC | Other | 248.5K | $6.3M | 1.4% | +54.9% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 242.8K | $6.2M | 0.2% | +1.0% |
| Integrated Wealth Concepts LLC | Wealth advisor | 207.1K | $5.3M | 0.0% | +1.6% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 201.1K | $5.1M | 0.0% | +731.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 199.9K | $5.1M | 0.0% | -26.1% |
| Sound View Wealth Advisors Group, LLC | Other | 198.0K | $5.0M | 0.3% | +8.2% |
| Cyndeo Wealth Partners, LLC | Other | 194.1K | $4.9M | 0.3% | +41.4% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 170.5K | $4.3M | 0.0% | +28.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 169.7K | $4.3M | 0.0% | -7.4% |
| CENTRAL TRUST Co | Diversified mechanical | 164.9K | $4.2M | 0.1% | -3.5% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 161.7K | $4.1M | 0.2% | -22.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 151.4K | $3.9M | 0.0% | -6.5% |
| Quantum Financial Advisors, LLC | Wealth advisor | 144.1K | $3.7M | 0.4% | -22.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 136.9K | $3.5M | 0.0% | +8.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 132.8K | $3.4M | 0.0% | +5.5% |
| Wick Capital Partners, LLC | Wealth advisor | 124.4K | $3.2M | 0.6% | +16.9% |
| Sanctuary Advisors, LLC | Wealth advisor | 119.6K | $3.0M | 0.0% | -3.2% |
| ROYAL BANK OF CANADA | Bank broker | 114.1K | $2.9M | 0.0% | +6.6% |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 108.9K | $2.8M | 0.0% | +4.8% |
| NorthCoast Asset Management LLC | Other | 104.3K | $2.7M | 0.1% | -1.2% |
| SONATA CAPITAL GROUP INC | Wealth advisor | 104.2K | $2.7M | 1.0% | Held |
| Parkway Wealth Management Group, LLC | Wealth advisor | 98.5K | $2.5M | 0.3% | +6.8% |
| Atwater Malick LLC | Other | 98.0K | $2.5M | 0.7% | +5.1% |
| POSTROCK PARTNERS LLC ★2 | Fundamental diversified | 96.6K | $2.5M | 1.1% | 0.0% |
| PSI Advisors, LLC | Wealth advisor | 91.1K | $2.3M | 0.6% | -30.9% |
| Glenview Trust Co | Other | 90.1K | $2.3M | 0.0% | +9.5% |
| ASSETMARK, INC | Wealth advisor | 89.5K | $2.3M | 0.0% | +26.2% |
| Cetera Investment Advisers | Wealth advisor | 85.9K | $2.2M | 0.0% | +150.3% |
| Focus Partners Wealth | Wealth advisor | 83.3K | $2.1M | 0.0% | +14.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 83.0K | $2.1M | 0.0% | +2.6% |
| CWM, LLC | Wealth advisor | 82.8K | $2.1M | 0.0% | +16.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.