ISHARES TR

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IBMO·46435U259·US·etf·Unknown - Unknown

IBONDS DEC 26

IBMO (ISHARES TR) is held by 53 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($50.9M), MERCER GLOBAL ADVISORS INC /ADV ($40.4M), US BANCORP \DE\ ($16.5M). Net institutional sentiment: Mixed.

53

Holders

Avg rating(13 Elite)

$240.5M

Total Value

41% (57)

Fund Consensus

19 buying - 27 selling

Smart Money Verdict

View all

45Weak MomentumSingle Source

Institutional (13F)45

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IBMO's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

20

★★★★

Strong

18

★★★

Solid

5

★★

Below

1

★

Weak

Held by 53 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (53)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Decreased	2M(-3.0%)	$50.9M	0.0%	+2.96%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	1.6M(-25.6%)	$40.4M	0.1%	+3.19%	0
US BANCORP \DE\	Decreased	643,862(-6.5%)	$16.5M	0.0%	+6.76%	0
Lido Advisors, LLC	Increased	568,737(+49.8%)	$14.6M	0.0%	+1.77%	39
WELLS FARGO & COMPANY/MN	Decreased	463,630(-2.2%)	$11.9M	0.0%	+7.84%	0
LPL Financial LLC	Decreased	404,317(-1.4%)	$10.4M	0.0%	+5.47%	0
UBS Group AG	Decreased	381,308(-9.5%)	$9.8M	0.0%	+6.42%	0
IWIntegrated Wealth Concepts LLC	Decreased	366,495(-2.7%)	$9.4M	0.1%	+4.55%	0
MORGAN STANLEY	Increased	332,002(+16.2%)	$8.5M	0.0%	+4.45%	32
HighTower Advisors, LLC	Increased	268,149(+1.1%)	$6.9M	0.0%	+5.14%	28
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	253,070(-17.2%)	$6.5M	0.0%	+5.29%	0
ENVESTNET ASSET MANAGEMENT INC	New	182,173	$4.7M	0.0%	0.00%	37
RAYMOND JAMES FINANCIAL INC	Decreased	178,247(-2.5%)	$4.6M	0.0%	+3.18%	0
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	167,291(+27.2%)	$4.3M	0.0%	+1.95%	33
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	154,790(-10.5%)	$4M	0.0%	+5.16%	0
Beacon Pointe Advisors, LLC	Increased	140,452(+3.4%)	$3.6M	0.0%	+2.94%	27
Sanctuary Advisors, LLC	Decreased	104,961(-22.7%)	$2.7M	0.0%	+3.50%	0
ASSETMARK, INC	Increased	103,591(+8.8%)	$2.7M	0.0%	+1.00%	29
NorthCoast Asset Management LLC	Decreased	103,175(-1.2%)	$2.6M	0.1%	+1.72%	0
Cetera Investment Advisers	Increased	98,902(+107.7%)	$2.5M	0.0%	+2.12%	42

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer