IBMS
ISHARES IBONDS$26.04-0.05 (-0.19%)BATS
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$7.400061642480005e+225T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,394,527 | $74.0M | 0.00% | Share |
| 2 | Krilogy Financial LLC | 2,676,016 | $61.6M | 2.10% | Share |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 1,872,341 | $48.0M | 0.07% | Share |
| 4 | TD Capital Management LLC | 2,072 | $45.5M | 0.00% | Share |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 1,965,283 | $43.0M | 0.07% | Share |
| 6 | TRUE Private Wealth Advisors | 1,934,809 | $42.5M | 4.25% | Share |
| 7 | Brookstone Capital Management | 1,728,453 | $37.9M | 0.43% | Share |
| 8 | RAYMOND JAMES FINANCIAL INC | 1,357,681 | $29.0M | 0.01% | Share |
| 9 | WELLS FARGO & COMPANY/MN | 1,234,219 | $27.0M | 0.00% | Share |
| 10 | BANK OF AMERICA CORP /DE/ | 1,215,248 | $26.0M | 0.00% | Share |
| 11 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,055,383 | $23.0M | 0.14% | Share |
| 12 | Asset Advisors Investment Management, LLC | 1,044,998 | $22.9M | 2.12% | Share |
| 13 | UBS Group AG | 1,032,945 | $22.7M | 0.00% | Share |
| 14 | UBS Group AG | 955,164 | $22.0M | 0.00% | Share |
| 15 | Clearstead Advisors, LLC | 877,248 | $22.0M | 0.28% | Share |
| 16 | HENGEHOLD CAPITAL MANAGEMENT LLC | 1,000,620 | $22.0M | 1.85% | Share |
| 17 | ATWOOD & PALMER INC | 927,395 | $20.4M | 1.16% | Share |
| 18 | BANK OF AMERICA CORP /DE/ | 953,842 | $20.0M | 0.00% | Share |
| 19 | STIFEL FINANCIAL CORP | 953,626 | $20.0M | 0.02% | Share |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 891,589 | $19.0M | 0.03% | Share |
| 21 | MORGAN STANLEY | 826,445 | $19.0M | 0.00% | Share |
| 22 | WELLS FARGO & COMPANY/MN | 781,179 | $17.0M | 0.00% | Share |
| 23 | Journey Advisory Group, LLC | 773,001 | $17.0M | 1.43% | Share |
| 24 | CWM, LLC | 710,723 | $15.6M | 0.04% | Share |
| 25 | Denver PWM, LLC | 690,448 | $15.1M | 5.05% | Share |
| 26 | BENJAMIN EDWARDS INC | 684,410 | $15.0M | 0.17% | Share |
| 27 | MKT Advisors LLC | 597,803 | $13.1M | 4.48% | Share |
| 28 | Kathmere Capital Management, LLC | 500,145 | $13.0M | 0.88% | Share |
| 29 | Legacy Private Trust Co. | 521,261 | $11.4M | 0.67% | Share |
| 30 | Wealth Management Strategies, Inc. | 512,315 | $11.2M | 5.18% | Share |
| 31 | LPL Financial LLC | 530,217 | $11.0M | 0.00% | Share |
| 32 | Janney Montgomery Scott LLC | 485,962 | $11.0M | 0.03% | Share |
| 33 | Krilogy Financial LLC | 497,099 | $10.9M | 0.37% | Share |
| 34 | Stratos Wealth Partners, LTD. | 495,743 | $10.9M | 0.12% | Share |
| 35 | RAYMOND JAMES FINANCIAL INC | 455,311 | $10.0M | 0.00% | Share |
| 36 | Probity Advisors, Inc. | 437,386 | $9.6M | 1.54% | Share |
| 37 | EIGHT 31 FINANCIAL, LLC | 432,713 | $9.5M | 5.21% | Share |
| 38 | D.A. DAVIDSON & CO. | 409,700 | $9.5M | 0.06% | Share |
| 39 | Waycross Investment Management Co | 424,860 | $9.3M | 8.20% | Share |
| 40 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 397,180 | $9.2M | 0.14% | Share |
| 41 | NewEdge Advisors, LLC | 426,212 | $9.0M | 0.03% | Share |
| 42 | SHELTON WEALTH MANAGEMENT, LLC | 397,661 | $8.7M | 3.74% | Share |
| 43 | TRUIST FINANCIAL CORP | 358,663 | $8.3M | 0.01% | Share |
| 44 | Snowden Capital Advisors LLC | 365,055 | $8.0M | 0.21% | Share |
| 45 | AMERIPRISE FINANCIAL INC | 378,364 | $8.0M | 0.00% | Share |
| 46 | Robertson Stephens Wealth Management, LLC | 348,128 | $7.6M | 0.20% | Share |
| 47 | D.A. DAVIDSON & CO. | 338,805 | $7.4M | 0.05% | Share |
| 48 | HighTower Advisors, LLC | 273,222 | $7.0M | 0.01% | Share |
| 49 | Legacy Private Trust Co. | 299,993 | $6.9M | 0.41% | Share |
| 50 | HM PAYSON & CO | 310,660 | $6.8M | 0.10% | Share |