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 |
| Wrapmanager Inc. | 0.77% | Add +2.5% | 115,715 | $2.8M |
| Cary Street Partners Investment Advisory LLC | 0.12% | Reduce -16.4% | 115,452 | $2.8M |
| Associated Banc-Corp | 0.08% | Add +7.9% | 111,044 | $2.6M |
| Benjamin Edwards Inc. | 0.49% | Add +0.8% | 103,208 | $2.5M |
| Precedent Wealth Partners, LLC | 1.05% | Add +19.7% | 102,661 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +260.5% | 101,931 | $2.4M |
| Private Advisor Group, LLC | 0.02% | Add +76.3% | 98,328 | $2.3M |
| LifePlan Financial, LLC | 2.15% | Add +3.6% | 98,298 | $2.3M |
| Madden Advisory Services, Inc. | 1.23% | Add +30.0% | 97,907 | $2.3M |
| Quantum Financial Advisors, LLC | 0.42% | New | 96,571 | $2.3M |
| JPMorgan Chase & Co. | 0.00% | Add +2.1% | 95,250 | $2.3M |
| Sowell Financial Services LLC | 0.10% | Add +2.9% | 91,012 | $2.2M |
| Moneco Advisors, LLC | 0.34% | Add +33.7% | 89,797 | $2.1M |
| Foundry Financial Group, Inc. | 1.52% | Add +14.6% | 89,062 | $2.1M |
| Fortis Capital Management LLC | 0.55% | Reduce -0.3% | 88,094 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.5% | 85,422 | $2.0M |
| Scissortail Wealth Management, LLC | 0.54% | Add +4.6% | 85,166 | $2.0M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -9.4% | 84,916 | $2.0M |
| Coldstream Capital Management Inc. | 0.05% | Add +35.9% | 83,524 | $2.0M |
| Wick Capital Partners, LLC | 1.92% | Add +49.0% | 83,106 | $2.0M |
| Smith, Moore & Co. | 0.21% | Add +134.1% | 82,099 | $2.0M |
| Sightline Wealth Advisors, LLC | 1.26% | Add +1.6% | 80,018 | $1.9M |
| Valley Wealth Managers, Inc. | 0.14% | Reduce -0.6% | 80,007 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +10.7% | 79,495 | $1.9M |
| Moseley Investment Management Inc. | 0.94% | Add +61.3% | 79,075 | $1.9M |
| First National Trust Co | 0.08% | Add +22.1% | 78,277 | $1.9M |
| Hilltop Holdings Inc. | 0.21% | Add +8.3% | 77,882 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.34% | Add +37.7% | 76,638 | $1.8M |
| First Fiduciary Investment Counsel, Inc. | 0.37% | Add +6.1% | 74,805 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.10% | Add +3.2% | 74,800 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +54.3% | 73,675 | $1.8M |
| Ironwood Financial, llc | 0.40% | Add +5.2% | 72,760 | $1.7M |
| Covington Investment Advisors Inc. | 0.28% | Add +50.8% | 72,645 | $1.7M |
| Greater Midwest Financial Group, LLC | 1.03% | Reduce -1.6% | 69,226 | $1.7M |
| Kintra Wealth, LLC | 1.22% | Add +7.1% | 69,106 | $1.6M |
| Cornell Pochily Investment Advisors, Inc. | 0.64% | Reduce -0.6% | 67,741 | $1.6M |
| Phillips Financial Management, LLC | 0.13% | Add +34.0% | 67,439 | $1.6M |
| Cary Street Partners Asset Management LLC | 0.24% | Reduce -13.3% | 65,745 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +8.6% | 65,713 | $1.6M |
| Crew Capital Management, Ltd | 1.18% | Add +66.9% | 60,554 | $1.4M |
| Segment Wealth Management, LLC | 0.11% | Add +25.3% | 59,641 | $1.4M |
| Archford Capital Strategies, LLC | 0.24% | Reduce -1.1% | 59,390 | $1.4M |
| Stonebrook Private Inc. | 0.41% | Add +73.9% | 58,801 | $1.4M |
| Chesley Taft & Associates LLC | 0.07% | Add +25.8% | 57,514 | $1.4M |
| Stokes Family Office, LLC | 0.17% | No change | 56,425 | $1.3M |
| Crescent Grove Advisors, LLC | 0.14% | No change | 56,382 | $1.3M |
| Ritholtz Wealth Management | 0.05% | Add +2.2% | 56,334 | $1.3M |
| Citadel Advisors | 0.00% | Add +35.4% | 55,603 | $1.3M |
| Farmers National Bank | 0.38% | Add +5.3% | 54,081 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +25.5% | 50,476 | $1.2M |
| New England Private Wealth Advisors LLC | 0.20% | New | 48,933 | $1.2M |
| Redwood Financial Network Corp | 1.01% | Add +5.2% | 48,611 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +30.1% | 48,567 | $1.2M |
| Harbor Advisory Corp. | 0.39% | No change | 47,760 | $1.1M |
| Austin Private Wealth, LLC | 0.12% | Add +31.9% | 45,518 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.18% | Add +298.8% | 43,086 | $1.0M |
| Lincoln National Corp. | 0.02% | Reduce -15.6% | 43,015 | $1.0M |
| Element Wealth, LLC | 0.58% | Add +11.6% | 41,533 | $991K |
| Susquehanna International Group, LLP | 0.00% | New | 40,934 | $976K |
| Beacon Financial Group | 0.11% | Add +52.0% | 40,067 | $956K |
| 4J Wealth Management LLC | 0.81% | Add +53.4% | 39,554 | $943K |
| Horan Securities, Inc. | 0.44% | Add +11.5% | 39,433 | $940K |
| Cherry Tree Wealth Management, LLC | 0.24% | Add +5.6% | 39,212 | $935K |
| Regions Financial Corp. | 0.01% | Add +19.6% | 38,754 | $924K |
| Matthew Goff Investment Advisor, LLC | 0.18% | Add +9.4% | 37,472 | $894K |
| Cannon Financial Strategists, Inc. | 0.18% | Add +4.9% | 37,419 | $892K |
| Comerica Bank | 0.00% | Add +16.9% | 37,404 | $892K |
| Meitav Investment House Ltd. | 0.02% | Reduce -7.5% | 36,506 | $869K |
| Mendota Financial Group, LLC | 0.50% | Add +54.4% | 36,190 | $863K |
| Exchange Capital Management, Inc. | 0.14% | Add +31.1% | 35,878 | $856K |
| TLWM | 0.19% | Reduce -0.9% | 35,687 | $851K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +37.6% | 35,683 | $851K |
| Timber Creek Capital Management LLC | 0.26% | Add +3.0% | 35,081 | $837K |
| Sigma Planning Corp | 0.03% | New | 34,939 | $833K |
| Gould Asset Management LLC | 0.20% | Add +33.0% | 34,120 | $814K |
| Consolidated Portfolio Review Corp | 0.21% | Add +5.2% | 33,320 | $795K |
| PFG Investments, LLC | 0.05% | New | 33,320 | $795K |
| Summit Wealth Partners, LLC | 0.17% | No change | 32,642 | $779K |
| Conrad Siegel Investment Advisors, Inc. | 0.23% | New | 32,360 | $772K |
| NovaPoint Capital, LLC | 0.27% | Reduce -11.3% | 31,820 | $759K |
| First Interstate Bank | 0.05% | Add +0.4% | 30,798 | $735K |
| Harbor Investment Advisory, LLC | 0.08% | Add +46.4% | 30,504 | $728K |
| Composition Wealth, LLC | 0.02% | Reduce -8.6% | 29,659 | $707K |
| Robinson Smith Wealth Advisors LLC | 0.67% | Reduce -0.3% | 29,122 | $695K |
| Stockman Wealth Management, Inc. | 0.12% | Reduce -7.8% | 28,947 | $690K |
| Granite Harbor Advisors, Inc. | 0.46% | Add +2.4% | 28,341 | $676K |
| Safeguard Financial, LLC | 0.21% | Add +153.5% | 26,989 | $644K |
| Heartland Bank & Trust Co | 0.37% | New | 26,412 | $630K |
| Reliant Wealth Planning | 0.30% | No change | 26,228 | $626K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $620K |
| Farther Finance Advisors, LLC | 0.04% | New | 25,835 | $613K |
| Atwater Malick LLC | 0.21% | Add +5.5% | 24,509 | $585K |
| Mutual Advisors, LLC | 0.02% | Add +8.1% | 24,363 | $581K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +1.9% | 24,209 | $577K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +0.7% | 22,656 | $540K |
| GAMMA Investing LLC | 0.11% | New | 22,390 | $534K |
| Autumn Glory Partners, LLC | 0.26% | No change | 22,368 | $533K |
| Dearborn Partners LLC | 0.02% | Add +8.6% | 22,280 | $531K |
| Creekmur Asset Management LLC | 0.18% | No change | 22,097 | $527K |
| Barrett & Company, Inc. | 0.25% | Add +0.2% | 21,830 | $521K |
| Avantax Advisory Services, Inc. | 0.00% | Add +46.6% | 21,067 | $502K |
| Steele Capital Management, Inc. | 0.03% | No change | 20,990 | $501K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 20,944 | $500K |
| 1900 Wealth Management LLC | 0.04% | No change | 20,679 | $493K |
| Baird Financial Group, Inc. | 0.00% | Add +49.0% | 20,381 | $486K |
| BCS Wealth Management | 0.15% | Add +108.2% | 20,102 | $479K |
| Ranch Capital Advisors Inc. | 0.26% | Add +11.5% | 19,860 | $474K |
| Mgo One Seven LLC | 0.02% | Add +24.6% | 19,620 | $468K |
| Godshalk Welsh Capital Management, Inc. | 0.31% | Add +34.5% | 19,500 | $465K |
| Integrated Advisors Network LLC | 0.02% | New | 19,464 | $464K |
| Newman Dignan & Sheerar, Inc. | 0.12% | Add +8.7% | 19,202 | $458K |
| Resonant Capital Advisors, LLC | 0.04% | New | 19,147 | $457K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -13.8% | 18,828 | $449K |
| Barclays PLC | 0.00% | No change | 18,632 | $444K |
| Savant Capital, LLC | 0.01% | Add +0.5% | 18,210 | $434K |
| Black Swift Group, LLC | 0.11% | Add +110.7% | 17,700 | $422K |
| Provenance Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 17,462 | $416K |
| Straight Path Wealth Management | 0.23% | Add +14.7% | 17,253 | $411K |
| Willis Johnson & Associates, Inc. | 0.04% | No change | 17,140 | $409K |
| Weaver Consulting Group | 0.15% | No change | 16,922 | $404K |
| Montecito Bank & Trust | 0.08% | New | 16,751 | $400K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.23% | No change | 16,555 | $395K |
| Principal Securities, Inc. | 0.01% | Add +45.4% | 16,498 | $393K |
| Brookstone Capital Management | 0.01% | New | 16,354 | $390K |
| Bank of New York Mellon Corp | 0.00% | Add +36.3% | 16,308 | $389K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +1.3% | 15,971 | $381K |
| Maryland Capital Advisors Inc. | 0.23% | Add +1302.9% | 15,628 | $373K |
| PSI Advisors, LLC | 0.13% | No change | 15,610 | $372K |
| MKT Advisors LLC | 0.20% | Add +0.6% | 15,486 | $366K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 15,186 | $362K |
| Focus Partners Wealth | 0.00% | No change | 14,977 | $357K |
| Raymond James Trust N.A. | 0.01% | Add +13.2% | 14,958 | $357K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | New | 14,926 | $356K |
| Executive Wealth Management, LLC | 0.03% | New | 14,784 | $351K |
| Horizons Wealth Management | 0.23% | No change | 14,666 | $351K |
| Roble, Belko & Company, Inc | 0.06% | Add +0.0% | 14,121 | $337K |
| Alterna Wealth Management, Inc. | 0.27% | New | 14,127 | $337K |
| Kades & Cheifetz LLC | 0.22% | Add +0.7% | 14,095 | $336K |
| Up Strategic Wealth Investment Advisors LLC | 0.55% | No change | 14,054 | $335K |
| Yoder Wealth Management, Inc. | 0.21% | New | 13,800 | $329K |
| Sunbelt Securities, Inc. | 0.04% | No change | 13,142 | $313K |
| Cooper/Haims Advisors, LLC | 0.18% | No change | 12,706 | $303K |
| American Money Management, LLC | 0.06% | No change | 12,695 | $303K |
| KPP Advisory Services LLC | 0.08% | New | 11,986 | $286K |
| Adirondack Trust Co. | 0.12% | Add +135.1% | 11,892 | $283K |
| Mattern Capital Management, LLC | 0.04% | New | 11,612 | $277K |
| Klaas Financial Asset Advisors, LLC | 0.06% | Add +15.2% | 11,557 | $276K |
| Granite Bay Wealth Management, LLC | 0.16% | Reduce -98.7% | 11,500 | $274K |
| Avior Wealth Management, LLC | 0.01% | No change | 11,399 | $272K |
| Anchor Capital Advisors LLC | 0.01% | No change | 11,225 | $268K |
| International Assets Investment Management, LLC | 0.03% | Add +6.2% | 11,225 | $266K |
| Cypress Wealth Services, LLC | 0.06% | No change | 10,923 | $261K |
| Northwest Bancshares, Inc. | 0.04% | New | 10,786 | $257K |
| Highland Financial Advisors, LLC | 0.10% | No change | 10,575 | $252K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 10,494 | $250K |
| Treynor Bancshares, Inc. | 0.14% | Add +0.1% | 10,463 | $250K |
| REDW Wealth LLC | 0.07% | Add +12.7% | 10,301 | $246K |
| Wealthspire Advisors, LLC | 0.00% | New | 10,151 | $242K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -21.2% | 10,045 | $240K |
| Blue Barn Wealth, LLC | 0.13% | New | 9,982 | $238K |
| Transform Wealth, LLC | 0.02% | New | 9,970 | $238K |
| Bank of New Hampshire | 0.06% | No change | 9,755 | $233K |
| Gradient Capital Advisors, LLC | 0.08% | Add +12.3% | 9,608 | $229K |
| Wells Financial Advisors INC | 0.15% | No change | 9,160 | $218K |
| Valley National Advisers Inc. | 0.03% | Reduce -31.9% | 9,173 | $218K |
| Aerodigm Wealth, LLC | 0.08% | Reduce -50.0% | 8,542 | $204K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -7.0% | 7,965 | $190K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -19.1% | 7,714 | $184K |
| Arcadia Investment Management Corp. | 0.03% | No change | 7,500 | $179K |
| Addison Advisors LLC | 0.06% | Add +11.3% | 6,964 | $166K |
| Stone House Investment Management, LLC | 0.04% | Add +0.7% | 6,584 | $157K |
| Bogart Wealth, LLC | 0.01% | Add +12.7% | 5,572 | $133K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,110 | $122K |
| Harbour Investments, Inc. | 0.00% | Add +25.3% | 4,992 | $119K |
| Private Trust Co. NA | 0.01% | Add +8.4% | 4,868 | $116K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 4,105 | $98K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $90K |
| Princeton Global Asset Management LLC | 0.02% | Add +50.4% | 3,618 | $86K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -75.9% | 3,425 | $82K |
| Trust Co | 0.01% | New | 3,144 | $75K |
| Bank of Montreal | 0.00% | No change | 3,059 | $73K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,960 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,794 | $66K |
| Signaturefd, LLC | 0.00% | New | 2,755 | $66K |
| Sachetta, LLC | 0.03% | No change | 2,700 | $65K |
| CVA Family Office, LLC | 0.01% | New | 2,520 | $60K |
| Fifth Third Bancorp | 0.00% | Add +16.0% | 2,164 | $52K |
| Deutsche Bank AG | 0.00% | New | 2,100 | $50K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $47K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +277.4% | 1,887 | $45K |
| Stephens Consulting, LLC | 0.01% | Add +0.6% | 1,631 | $39K |
| Spire Wealth Management | 0.00% | No change | 1,400 | $33K |
| BlackRock Inc. | 0.00% | Add +855.7% | 1,338 | $32K |
| Robbins Farley | 0.02% | No change | 1,312 | $31K |
| Aspire Wealth Management Corp | 0.02% | New | 1,137 | $27K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -2.7% | 1,086 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 1,050 | $25K |
| United Community Bank | 0.01% | New | 1,000 | $24K |
| Citigroup Inc. | 0.00% | Add +11775.0% | 950 | $23K |
| Grove Bank & Trust | 0.00% | No change | 850 | $20K |
| Jones Financial Companies LLLP | 0.00% | New | 847 | $20K |
| Colonial Trust Co / SC | 0.00% | New | 800 | $19K |
| Strategic Wealth Partners Group, LLC | 0.00% | No change | 759 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 711 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Add +13.8% | 535 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $12K |
| Legacy Bridge, LLC | 0.01% | New | 425 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 402 | $10K |
| FMR LLC | 0.00% | Reduce -29.1% | 402 | $10K |
| First Manhattan Co. Llc. | 0.00% | New | 325 | $8K |
| Peoples Bank | 0.01% | No change | 300 | $7K |
| Archer Investment Corp | 0.00% | Reduce -66.6% | 270 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 116 | $3K |
"% 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.