iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q2 2026 (June 30)423holders −17
30new positions
42sold out
1famous investor
$24.23avg. 13F price*
At the end of Q2 2026, 423 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, down 17 from Q1 2026. 30 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($238.2M), Mercer Global Advisors Inc. ($104.5M) and HM Payson & Co. ($101.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435GAA0
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $19.9M |
| Exits | 42 | $76.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,775,127 shares bought and 10,668,884 shares sold, net −6,893,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Bank of America Corp. | 0.02% | Add +0.5% | 9,829,831 | $238.2M |
| Mercer Global Advisors Inc. | 0.13% | Add +0.9% | 4,313,634 | $104.5M |
| HM Payson & Co. | 1.34% | Reduce -0.1% | 4,186,318 | $101.4M |
| LPL Financial LLC | 0.02% | Reduce -4.1% | 3,879,923 | $94.0M |
| Morgan Stanley | 0.00% | Reduce -4.6% | 3,576,118 | $86.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.8% | 2,484,975 | $60.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.1% | 1,648,333 | $39.9M |
| Gratus Wealth Advisors, LLC | 4.71% | Add +2.1% | 1,527,912 | $37.0M |
| Kathmere Capital Management, LLC | 1.93% | Add +7.9% | 1,502,321 | $36.4M |
| Howland Capital Management LLC | 1.31% | Add +12.7% | 1,496,018 | $36.2M |
| Sound View Wealth Advisors Group, LLC | 2.21% | Reduce -25.7% | 1,472,485 | $35.7M |
| Captrust Financial Advisors | 0.05% | Reduce -8.3% | 1,415,924 | $34.3M |
| Royal Bank of Canada | 0.01% | Reduce -10.4% | 1,305,406 | $31.6M |
| RVW Wealth, LLC | 1.86% | Add +2.1% | 1,165,091 | $28.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +12.6% | 1,162,481 | $28.2M |
| Sigma Investment Counselors Inc. | 1.35% | Reduce -0.9% | 1,146,679 | $27.8M |
| NewEdge Advisors, LLC | 0.08% | Add +2.0% | 1,136,875 | $27.5M |
| Focus Partners Wealth | 0.03% | Reduce -11.2% | 1,093,602 | $26.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -26.2% | 1,068,172 | $25.9M |
| Mariner, LLC | 0.03% | Reduce -0.4% | 1,007,776 | $24.4M |
| IFS Advisors, LLC | 11.30% | Add +0.6% | 973,964 | $23.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.1% | 935,865 | $22.7M |
| Mesirow Financial Investment Management, Inc. | 0.33% | Reduce -1.2% | 872,266 | $21.1M |
| Truist Financial Corp. | 0.03% | Reduce -0.5% | 862,303 | $20.9M |
| Benjamin Edwards Inc. | 0.19% | Add +3.6% | 838,929 | $20.3M |
| Wells Fargo & Company | 0.00% | Reduce -18.3% | 837,009 | $20.3M |
| MV Capital Management, Inc. | 1.62% | Add +0.6% | 756,074 | $18.3M |
| Glenview Trust Co | 0.24% | Add +2.5% | 729,084 | $17.7M |
| US Bancorp \de | 0.02% | Reduce -5.2% | 714,410 | $17.3M |
| Rebalance, LLC | 0.90% | Reduce -6.4% | 711,980 | $17.3M |
| Venture Visionary Partners LLC | 0.45% | Reduce -23.3% | 662,326 | $16.0M |
| Spinnaker Trust | 0.78% | Add +15.2% | 661,842 | $16.0M |
| Capital Investment Advisors, LLC | 0.21% | Add +6.8% | 660,322 | $16.0M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.6% | 652,971 | $15.8M |
| EP Wealth Advisors, LLC | 0.05% | Add +26.5% | 591,531 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -2.2% | 574,362 | $13.9M |
| Strid Group, LLC | 1.45% | Reduce -11.1% | 538,854 | $13.1M |
| CENTRAL TRUST Co | 0.23% | Reduce -3.3% | 525,939 | $12.7M |
| NovaPoint Capital, LLC | 2.64% | Reduce -17.5% | 523,659 | $12.7M |
| IFP Advisors, Inc | 0.22% | Add +2.9% | 495,135 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +33.0% | 471,188 | $11.4M |
| Wick Capital Partners, LLC | 1.67% | Reduce -5.4% | 457,123 | $11.1M |
| MCF Advisors LLC | 0.39% | Add +96.4% | 452,688 | $11.0M |
| Allworth Financial LP | 0.05% | Add +6.1% | 448,668 | $10.9M |
| Global Retirement Partners, LLC | 0.16% | — | 443,156 | $10.7M |
| United Capital Financial Advisors, LLC | 0.06% | Add +18.5% | 441,512 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.0% | 431,943 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.6% | 421,595 | $10.2M |
| Arcadia Investment Advisors LLC | 4.18% | Add +3.6% | 409,478 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +75.7% | 399,319 | $9.7M |
| Balentine LLC | 0.34% | Reduce -4.0% | 397,242 | $9.6M |
| Composition Wealth, LLC | 0.11% | Add +1.9% | 392,395 | $9.5M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 392,070 | $9.5M |
| Jane Street Group, LLC | 0.01% | Add +128.6% | 391,318 | $9.5M |
| Atria Investments, Inc | 0.09% | Add +11.6% | 377,655 | $9.2M |
| First National Trust Co | 0.30% | Reduce -12.7% | 368,206 | $8.9M |
| Sax Wealth Advisors, LLC | 0.36% | Add +1.8% | 367,674 | $8.9M |
| Leavell Investment Management, Inc. | 0.31% | Reduce -8.6% | 351,386 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Add +16.4% | 350,589 | $8.5M |
| Lyell Wealth Management, LP | 0.52% | Reduce -24.9% | 350,401 | $8.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +10.2% | 341,342 | $8.3M |
| Citadel Advisors | 0.00% | Add +37.3% | 334,081 | $8.1M |
| Kesler, Norman & Wride, LLC | 1.25% | Reduce -3.7% | 325,975 | $7.9M |
| Madden Advisory Services, Inc. | 2.83% | Reduce -1.4% | 325,410 | $7.9M |
| Merit Financial Group, LLC | 0.05% | Add +5.7% | 323,679 | $7.8M |
| Parallel Advisors, LLC | 0.12% | Add +18.8% | 320,102 | $7.8M |
| InvesTrust | 2.96% | Reduce -2.1% | 317,326 | $7.7M |
| Peloton Wealth Strategists | 2.75% | Reduce -1.0% | 296,140 | $7.2M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -8.9% | 289,388 | $7.0M |
| Cornerstone Planning, LLC | 1.62% | Add +0.4% | 288,419 | $7.0M |
| Fulton Breakefield Broenniman LLC | 0.36% | Add +2.3% | 254,470 | $6.2M |
| Resonant Capital Advisors, LLC | 0.29% | Reduce -3.9% | 247,125 | $6.0M |
| Creative Planning | 0.00% | Add +15.8% | 242,647 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +20.7% | 237,318 | $5.8M |
| Laurel Wealth Advisors LLC | 0.55% | Reduce -1.9% | 236,025 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 233,838 | $5.7M |
| Delta Wealth Advisors LLC | 3.97% | Add +4.5% | 229,154 | $5.6M |
| Aviance Capital Partners, LLC | 0.58% | Add +9.5% | 229,073 | $5.6M |
| 4Thought Financial Group Inc. | 2.59% | Add +23.1% | 227,209 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 1.92% | Reduce -1.1% | 222,124 | $5.4M |
| Regions Financial Corp. | 0.03% | Reduce -11.3% | 220,984 | $5.4M |
| Hamel Associates, Inc. | 1.44% | Reduce -11.4% | 215,254 | $5.2M |
| Crews Bank & Trust | 0.67% | Reduce -6.1% | 211,905 | $5.1M |
| Heartland Bank & Trust Co | 1.06% | Add +5.8% | 211,676 | $5.1M |
| Sowell Financial Services LLC | 0.17% | Reduce -1.1% | 209,385 | $5.1M |
| Praetorian Wealth Management, Inc. | 0.87% | Reduce -5.0% | 209,282 | $5.1M |
| Winthrop Partners - WNY, LLC | 2.46% | Reduce -6.5% | 205,075 | $5.0M |
| 10Elms LLP | 2.22% | Add +90.6% | 203,963 | $4.9M |
| Arrow Financial Corp | 0.44% | Reduce -52.8% | 200,769 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 197,059 | $4.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.6% | 188,573 | $4.6M |
| Quantum Financial Advisors, LLC | 0.44% | Reduce -18.6% | 185,634 | $4.5M |
| Hancock Whitney Corp. | 0.07% | Reduce -2.6% | 181,703 | $4.4M |
| Ironwood Financial, llc | 0.68% | Reduce -45.3% | 178,257 | $4.3M |
| Moneco Advisors, LLC | 0.26% | Reduce -0.8% | 173,411 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.8% | 172,184 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -32.1% | 172,000 | $4.2M |
| McGlone Suttner Wealth Management, Inc. | 0.47% | Reduce -1.1% | 166,761 | $4.0M |
| New England Private Wealth Advisors LLC | 0.39% | Reduce -1.2% | 164,601 | $4.0M |
| Integrated Advisors Network LLC | 0.18% | Reduce -3.4% | 157,410 | $3.8M |
"% of holder's portfolio" is IBDR's weight in each manager's 13F, not the share of iShares Ibonds Dec 2026 Term the manager owns.