iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q1 2024 (March 31)313holders
2famous investors
$23.85avg. 13F price*
At the end of Q1 2024, 313 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings. The largest holders were Bank of America Corp. ($176.6M), Ameriprise Financial Inc. ($117.2M) and Morgan Stanley ($74.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $34.4M |
| Exits | 17 | $60.9M |
Ownership 313 holders
| Bank of America Corp. | 0.02% | Add +7.7% | 7,403,312 | $176.6M |
| Ameriprise Financial Inc. | 0.03% | Add +248.4% | 4,913,300 | $117.2M |
| Morgan Stanley | 0.01% | Add +5.0% | 3,110,191 | $74.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +6.9% | 2,371,798 | $56.6M |
| Mercer Global Advisors Inc. | 0.14% | Add +32.3% | 2,043,307 | $48.7M |
| Capital Advisors Inc. | 0.97% | Add +8.8% | 1,886,483 | $45.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +17.9% | 1,836,669 | $43.8M |
| LPL Financial LLC | 0.02% | Reduce -5.2% | 1,661,178 | $39.6M |
| Wells Fargo & Company | 0.01% | Add +18.7% | 1,347,192 | $32.1M |
| Shufro Rose & Co. LLC | 2.65% | Reduce -56.5% | 1,342,440 | $32.0M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +5.9% | 1,324,997 | $31.6M |
| Royal Bank of Canada | 0.01% | Reduce -2.1% | 1,289,397 | $30.8M |
| Stifel Financial Corp. | 0.03% | Reduce -2.4% | 1,158,267 | $27.6M |
| Gratus Wealth Advisors, LLC | 4.98% | Add +10.0% | 1,146,549 | $27.1M |
| HM Payson & Co. | 0.48% | Add +109.2% | 1,083,665 | $25.8M |
| Sigma Investment Counselors Inc. | 1.54% | Add +4.2% | 1,001,495 | $23.9M |
| Truist Financial Corp. | 0.04% | Add +14.7% | 984,526 | $23.5M |
| Kathmere Capital Management, LLC | 2.53% | Add +8.3% | 927,909 | $22.1M |
| Woodmont Investment Counsel LLC | 1.80% | Add +12.6% | 896,473 | $21.4M |
| Summitry LLC | 1.11% | Add +3.6% | 888,820 | $21.2M |
| Sound View Wealth Advisors Group, LLC | 2.23% | Reduce -2.3% | 878,432 | $21.0M |
| Confluence Investment Management LLC | 0.27% | Add +0.4% | 845,491 | $20.2M |
| Benjamin F. Edwards & Company, Inc. | 0.34% | Add +12.7% | 789,914 | $18.8M |
| NewEdge Advisors, LLC | 0.16% | Reduce -52.2% | 774,965 | $18.5M |
| RVW Wealth, LLC | 1.81% | Reduce -1.9% | 736,759 | $17.6M |
| US Bancorp \de | 0.02% | Reduce -5.9% | 714,852 | $17.0M |
| Venture Visionary Partners LLC | 0.78% | Add +28.1% | 689,184 | $16.4M |
| Keeler Thomas Management LLC | 5.59% | Add +8.7% | 682,894 | $16.3M |
| Capital Investment Advisors, LLC | 0.37% | Add +10.0% | 665,451 | $15.9M |
| Raymond James & Associates | 0.01% | Add +8.0% | 639,548 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +15.5% | 621,037 | $14.8M |
| Summit Asset Management, LLC | 1.71% | Add +4.5% | 603,385 | $14.4M |
| Journey Advisory Group, LLC | 1.69% | New | 574,183 | $13.7M |
| MV Capital Management, Inc. | 1.56% | Reduce -3.6% | 569,770 | $13.6M |
| Buffington Mohr McNeal | 2.46% | Add +4.8% | 569,706 | $13.6M |
| Arrow Financial Corp | 1.28% | Add +3.0% | 538,657 | $12.8M |
| Howland Capital Management LLC | 0.61% | Add +26.7% | 528,611 | $12.6M |
| Cwm, LLC | 0.06% | Add +22.0% | 501,161 | $12.0M |
| Captrust Financial Advisors | 0.04% | Add +76.5% | 453,466 | $10.8M |
| Glenview Trust Co | 0.23% | Add +32.1% | 443,227 | $10.6M |
| Creative Planning | 0.01% | Add +45.0% | 430,090 | $10.3M |
| WJ Wealth Management, LLC | 3.95% | Add +27.0% | 416,352 | $9.9M |
| Gateway Advisory, LLC | 1.69% | Add +5.4% | 404,036 | $9.6M |
| CENTRAL TRUST Co | 0.24% | Add +3.2% | 397,030 | $9.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +27.5% | 396,933 | $9.5M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +8.1% | 387,468 | $9.2M |
| Global Retirement Partners, LLC | 0.34% | Add +17.8% | 387,194 | $9.2M |
| Windsor Capital Management, LLC | 2.66% | Add +1.3% | 359,636 | $8.6M |
| Commonwealth Financial Services, LLC | 1.86% | Reduce -0.3% | 330,873 | $7.9M |
| Hamel Associates, Inc. | 2.41% | Add +3.7% | 315,364 | $7.5M |
| PFG Private Wealth Management, LLC | 4.68% | Reduce -5.7% | 311,839 | $7.4M |
| Platte River Wealth Advisors, LLC | 2.03% | Reduce -0.4% | 297,993 | $7.1M |
| Arcadia Investment Advisors LLC | 3.94% | Add +2.9% | 289,665 | $6.9M |
| Lyell Wealth Management, LP | 0.69% | Add +13.5% | 286,398 | $6.8M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +0.1% | 285,517 | $6.8M |
| Strid Group, LLC | 1.21% | Add +106.7% | 281,779 | $6.7M |
| IFP Advisors, Inc | 0.29% | Add +4.2% | 273,146 | $6.5M |
| MCF Advisors LLC | 0.50% | Add +11.8% | 272,144 | $6.5M |
| Fulton Breakefield Broenniman LLC | 0.49% | Add +1.6% | 265,265 | $6.3M |
| Peloton Wealth Strategists | 2.61% | Add +5.3% | 265,035 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -32.3% | 230,566 | $5.5M |
| Sandy Spring Bank | 0.25% | Add +1.2% | 230,349 | $5.5M |
| FinTrust Capital Advisors, LLC | 1.05% | Reduce -0.9% | 228,281 | $5.4M |
| Mariner, LLC | 0.01% | Add +29.3% | 224,709 | $5.4M |
| Signature Wealth Management Group | 2.41% | Reduce -0.0% | 224,158 | $5.3M |
| Laurel Wealth Advisors LLC | 0.89% | Add +25.6% | 216,290 | $5.2M |
| Allworth Financial LP | 0.04% | Reduce -19.0% | 216,019 | $5.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 212,496 | $5.1M |
| Spinnaker Trust | 0.31% | Add +40.8% | 199,597 | $4.8M |
| Praetorian Wealth Management, Inc. | 1.26% | Add +3.5% | 197,666 | $4.7M |
| Houlihan Financial Resource Group, Ltd. | 2.03% | Add +13.1% | 190,105 | $4.5M |
| Asset Dedication, LLC | 0.33% | Add +404.0% | 185,767 | $4.4M |
| IRON Financial LLC | 2.42% | Reduce -2.8% | 182,318 | $4.3M |
| Ogorek Anthony Joseph /NY/ | 1.47% | Add +0.8% | 177,567 | $4.2M |
| Avantax Planning Partners, Inc. | 0.14% | Add +820.5% | 175,177 | $4.2M |
| Round Rock Advisors LLC | 0.98% | Add +63.7% | 171,627 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Add +1.3% | 165,106 | $3.9M |
| Kesler, Norman & Wride, LLC | 0.83% | Add +31.9% | 163,484 | $3.9M |
| Sax Wealth Advisors, LLC | 0.45% | Add +33.1% | 162,195 | $3.9M |
| Leo Wealth, LLC | 0.40% | Add +11.5% | 162,165 | $3.9M |
| Krilogy Financial LLC | 0.30% | Add +5.0% | 161,865 | $3.9M |
| InterOcean Capital Group, LLC | 0.09% | Add +6.7% | 159,905 | $3.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.38% | Add +36.8% | 157,797 | $3.8M |
| Foundation Wealth Management, LLC | 2.98% | New | 153,361 | $3.7M |
| Mesirow Financial Investment Management, Inc. | 0.08% | Add +18.3% | 150,578 | $3.6M |
| 4Thought Financial Group Inc. | 2.26% | Add +19.0% | 143,789 | $3.4M |
| Atria Investments, Inc | 0.05% | Add +13.0% | 143,574 | $3.4M |
| TD Waterhouse Canada Inc. | 0.03% | New | 142,112 | $3.4M |
| Renaissance Technologies | 0.01% | Reduce -30.0% | 140,203 | $3.3M |
| Cetera Investment Advisers | 0.01% | Add +174.8% | 133,914 | $3.2M |
| Marathon Mission, Inc. | 2.48% | Add +1.4% | 132,032 | $3.1M |
| Parallel Advisors, LLC | 0.08% | Add +64.4% | 131,092 | $3.1M |
| CGN Advisors LLC | 0.39% | Reduce -18.0% | 129,311 | $3.1M |
| Leavell Investment Management, Inc. | 0.18% | Add +8.3% | 129,007 | $3.1M |
| Virginia Wealth Management Group, Inc. | 2.48% | Reduce -2.9% | 127,120 | $3.0M |
| EP Wealth Advisors, LLC | 0.04% | Add +4.5% | 126,752 | $3.0M |
| Probity Advisors, Inc. | 0.62% | Add +73.7% | 125,070 | $3.0M |
| Evergreen Private Wealth LLC | 1.48% | Add +15.3% | 123,771 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +9.2% | 122,606 | $2.9M |
| Sonata Capital Group Inc. | 1.33% | Add +23.2% | 122,200 | $2.9M |
"% 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.