| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| BlackRock Portfolio Management LLC | 0% | -101% | $1,664 | -$1,280,000 | 65 | -100% | BlackRock Portfolio Management LLC | 31 May 2025 |
As of 30 Sep 2025, 24 institutional investors reported holding 749,261 shares of iShares iBonds Dec 2031 Term Muni Bond ETF - Common Stock (IBMT). This represents 500% 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 500% 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 |
|---|---|---|---|---|---|
| Vishria Bird Financial Group, LLC | 272% | 408,263 | 2.1% | $10,567,888 | |
| JANE STREET GROUP, LLC | 52% | 77,880 | +208% | 0% | $2,015,924 |
| Quantum Financial Advisors, LLC | 28% | 41,662 | 0.13% | $1,078,421 | |
| Helen Stephens Group, LLC | 23% | 34,865 | 0.2% | $902,481 | |
| LEAVELL INVESTMENT MANAGEMENT, INC. | 20% | 29,575 | +65% | 0.03% | $765,549 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 20% | 29,249 | 0.01% | $757,111 | |
| MassMutual Private Wealth & Trust, FSB | 18% | 27,561 | +29% | 0.02% | $713,417 |
| Atlantic Union Bankshares Corp | 14% | 20,459 | +347% | 0.01% | $529,581 |
| RAYMOND JAMES FINANCIAL INC | 11% | 15,961 | 0% | 0% | $413,150 |
| LBMC INVESTMENT ADVISORS, LLC | 10% | 15,640 | 0.03% | $404,841 | |
| Hills Bank & Trust Co | 7.4% | 11,021 | 0.02% | $285,279 | |
| COLDSTREAM CAPITAL MANAGEMENT INC | 6.8% | 10,174 | 0% | $263,354 | |
| IFP Advisors, Inc | 4.6% | 6,926 | +603% | 0% | $179,285 |
| Rossmore Private Capital | 3% | 4,537 | 0.01% | $117,440 | |
| Crews Bank & Trust | 2.8% | 4,250 | 0.02% | $110,011 | |
| Addison Advisors LLC | 2.1% | 3,205 | +219% | 0.02% | $82,962 |
| Global Retirement Partners, LLC | 2% | 2,956 | 0% | $76,516 | |
| OSAIC HOLDINGS, INC. | 1.1% | 1,600 | 0% | 0% | $41,416 |
| Sarver Vrooman Wealth Advisors | 0.81% | 1,220 | 0.02% | $31,580 | |
| HARBOUR INVESTMENTS, INC. | 0.67% | 1,007 | 0% | $26,076 | |
| BARRETT & COMPANY, INC. | 0.67% | 1,000 | 0% | 0.01% | $25,885 |
| 10Elms LLP | 0.07% | 100 | 0% | $2,589 | |
| UBS Group AG | 0.06% | 85 | 0% | $2,200 | |
| BlackRock, Inc. | 0.04% | 65 | 0% | 0% | $1,683 |