iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q2 2024 (June 30)325holders +12
31new positions
20sold out
1famous investor
$23.76avg. 13F price*
At the end of Q2 2024, 325 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, up 12 from Q1 2024. 31 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($180.3M), Ameriprise Financial Inc. ($121.0M) and Morgan Stanley ($79.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $46.5M |
| Exits | 20 | $30.1M |
All 13F filers, Q1 2024 → Q2 2024: 8,640,540 shares bought and 2,007,110 shares sold, net +6,633,430 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 325 holders
| Bank of America Corp. | 0.02% | Add +2.2% | 7,569,394 | $180.3M |
| Ameriprise Financial Inc. | 0.03% | Add +3.4% | 5,082,206 | $121.0M |
| Morgan Stanley | 0.01% | Add +6.7% | 3,318,979 | $79.1M |
| Wells Fargo & Company | 0.02% | Add +119.6% | 2,958,990 | $70.5M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.1% | 2,374,173 | $56.6M |
| Capital Advisors Inc. | 0.98% | Add +5.6% | 1,992,131 | $47.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.5% | 1,901,597 | $45.3M |
| LPL Financial LLC | 0.02% | Add +13.1% | 1,878,935 | $44.8M |
| Mercer Global Advisors Inc. | 0.12% | Add +2.1% | 2,087,259 | $44.5M |
| Shufro Rose & Co. LLC | 2.75% | Add +5.3% | 1,413,175 | $33.7M |
| Stifel Financial Corp. | 0.04% | Add +21.7% | 1,409,332 | $33.6M |
| HM Payson & Co. | 0.60% | Add +29.0% | 1,398,189 | $33.3M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -4.6% | 1,264,165 | $30.1M |
| Royal Bank of Canada | 0.01% | Reduce -5.9% | 1,212,986 | $28.9M |
| Gratus Wealth Advisors, LLC | 4.83% | Add +2.2% | 1,171,710 | $28.0M |
| Kathmere Capital Management, LLC | 2.78% | Add +18.7% | 1,101,172 | $26.2M |
| Benjamin F. Edwards & Company, Inc. | 0.44% | Add +31.6% | 1,039,692 | $24.8M |
| Sigma Investment Counselors Inc. | 1.50% | Add +0.7% | 1,008,841 | $24.0M |
| Truist Financial Corp. | 0.04% | Reduce -0.4% | 980,810 | $23.4M |
| Sound View Wealth Advisors Group, LLC | 2.32% | Add +7.3% | 942,940 | $22.5M |
| Woodmont Investment Counsel LLC | 1.82% | Add +4.2% | 933,930 | $22.2M |
| Summitry LLC | 1.13% | Add +3.3% | 917,727 | $21.9M |
| Klingman & Associates, LLC | 1.47% | New | 914,165 | $21.8M |
| Confluence Investment Management LLC | 0.31% | Add +7.6% | 909,541 | $21.7M |
| NewEdge Advisors, LLC | 0.14% | Add +3.7% | 803,712 | $19.1M |
| RVW Wealth, LLC | 1.90% | Add +8.3% | 797,654 | $19.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +19.9% | 744,311 | $17.7M |
| Howland Capital Management LLC | 0.84% | Add +39.0% | 734,756 | $17.5M |
| Capital Investment Advisors, LLC | 0.38% | Add +5.7% | 703,307 | $16.8M |
| Keeler Thomas Management LLC | 5.61% | Add +1.1% | 690,329 | $16.5M |
| US Bancorp \de | 0.02% | Reduce -8.0% | 657,872 | $15.7M |
| Raymond James & Associates | 0.01% | Reduce -1.1% | 632,250 | $15.1M |
| Summit Asset Management, LLC | 1.73% | Add +2.1% | 615,935 | $14.7M |
| Captrust Financial Advisors | 0.05% | Add +31.9% | 598,359 | $14.3M |
| MV Capital Management, Inc. | 1.54% | Add +0.7% | 573,488 | $13.7M |
| Buffington Mohr McNeal | 2.37% | Reduce -0.6% | 566,304 | $13.5M |
| Journey Advisory Group, LLC | 1.60% | Reduce -2.4% | 560,209 | $13.3M |
| Arrow Financial Corp | 1.29% | Add +2.8% | 553,859 | $13.2M |
| Glenview Trust Co | 0.25% | Add +19.7% | 530,439 | $12.6M |
| Cwm, LLC | 0.06% | Add +4.7% | 524,575 | $12.5M |
| Creative Planning | 0.01% | Add +14.3% | 491,652 | $11.7M |
| Focus Partners Wealth | 0.04% | Add +2975.1% | 460,564 | $11.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +15.9% | 460,152 | $11.0M |
| WJ Wealth Management, LLC | 3.76% | Add +4.3% | 434,231 | $10.3M |
| Gateway Advisory, LLC | 1.74% | Add +6.5% | 430,241 | $10.2M |
| Global Retirement Partners, LLC | 0.31% | Add +7.1% | 414,620 | $9.9M |
| CENTRAL TRUST Co | 0.23% | Add +0.7% | 399,786 | $9.5M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +0.6% | 389,641 | $9.3M |
| Windsor Capital Management, LLC | 2.85% | Add +7.4% | 386,232 | $9.2M |
| Commonwealth Financial Services, LLC | 1.77% | Add +9.3% | 361,693 | $8.6M |
| Strid Group, LLC | 1.38% | Add +24.2% | 350,079 | $8.3M |
| Sanctuary Advisors, LLC | 0.06% | — | 350,515 | $8.3M |
| Hamel Associates, Inc. | 2.39% | Add +0.8% | 318,022 | $7.6M |
| PFG Private Wealth Management, LLC | 4.58% | Add +1.6% | 316,828 | $7.5M |
| Lyell Wealth Management, LP | 0.69% | Add +5.5% | 302,208 | $7.2M |
| Osaic Holdings, Inc. | 0.02% | Add +29.9% | 299,402 | $7.1M |
| IFP Advisors, Inc | 0.28% | Add +7.2% | 292,879 | $7.0M |
| Arcadia Investment Advisors LLC | 3.95% | Add +0.7% | 291,801 | $7.0M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -0.1% | 285,317 | $6.8M |
| MCF Advisors LLC | 0.49% | Add +0.7% | 273,923 | $6.5M |
| JPMorgan Chase & Co. | 0.00% | Add +181.3% | 267,910 | $6.4M |
| Peloton Wealth Strategists | 2.66% | Add +0.6% | 266,535 | $6.3M |
| Fulton Breakefield Broenniman LLC | 0.46% | Reduce -1.4% | 261,590 | $6.2M |
| Platte River Wealth Advisors, LLC | 1.59% | Reduce -20.3% | 237,402 | $5.7M |
| Allworth Financial LP | 0.04% | Add +8.1% | 233,399 | $5.6M |
| FinTrust Capital Advisors, LLC | 1.01% | Add +2.3% | 233,626 | $5.6M |
| Signature Wealth Management Group | 2.37% | Add +1.3% | 226,985 | $5.4M |
| Sandy Spring Bank | 0.24% | Reduce -2.6% | 224,386 | $5.3M |
| Laurel Wealth Advisors LLC | 0.91% | Add +0.6% | 217,644 | $5.2M |
| Spinnaker Trust | 0.33% | Add +8.8% | 217,069 | $5.2M |
| Mariner, LLC | 0.01% | Reduce -5.4% | 212,649 | $5.1M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.4% | 209,594 | $5.0M |
| Praetorian Wealth Management, Inc. | 1.25% | Add +3.7% | 204,940 | $4.9M |
| Houlihan Financial Resource Group, Ltd. | 3.19% | Add +3.2% | 196,258 | $4.7M |
| Sax Wealth Advisors, LLC | 0.43% | Add +16.4% | 188,871 | $4.5M |
| Renaissance Technologies | 0.01% | Add +33.1% | 186,677 | $4.4M |
| Asset Dedication, LLC | 0.31% | Reduce -0.1% | 185,515 | $4.4M |
| IRON Financial LLC | 2.43% | Reduce -0.3% | 181,816 | $4.3M |
| Leo Wealth, LLC | 0.44% | Add +11.4% | 180,737 | $4.3M |
| Ogorek Anthony Joseph /NY/ | 1.48% | Add +0.5% | 178,474 | $4.3M |
| Kesler, Norman & Wride, LLC | 0.87% | Add +5.3% | 172,099 | $4.1M |
| Mesirow Financial Investment Management, Inc. | 0.09% | Add +13.3% | 170,621 | $4.1M |
| Droms Strauss Advisors Inc. /Mo/ | 1.42% | Add +4.3% | 164,583 | $3.9M |
| Krilogy Financial LLC | 0.29% | Add +1.2% | 163,834 | $3.9M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.3% | 161,284 | $3.8M |
| Foundation Wealth Management, LLC | 2.89% | Add +1.0% | 154,899 | $3.7M |
| 4Thought Financial Group Inc. | 2.28% | Add +7.0% | 153,900 | $3.7M |
| CGN Advisors LLC | 0.39% | Add +7.6% | 139,096 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -3.9% | 137,931 | $3.3M |
| Round Rock Advisors LLC | 0.80% | Reduce -19.8% | 137,658 | $3.3M |
| Marathon Mission, Inc. | 2.42% | Add +1.5% | 134,043 | $3.2M |
| Leavell Investment Management, Inc. | 0.18% | Add +3.8% | 133,866 | $3.2M |
| Parallel Advisors, LLC | 0.08% | Add +2.1% | 133,834 | $3.2M |
| Cowa, LLC | 1.68% | New | 131,817 | $3.1M |
| Probity Advisors, Inc. | 0.64% | Add +3.0% | 128,835 | $3.1M |
| Benjamin Edwards Inc. | 0.59% | Add +23.7% | 127,648 | $3.0M |
| Wrapmanager Inc. | 0.83% | Add +8.8% | 125,846 | $3.0M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.9% | 125,557 | $3.0M |
| Evergreen Private Wealth LLC | 1.44% | Reduce -1.0% | 122,554 | $2.9M |
| Fortis Capital Management LLC | 0.62% | Add +38.4% | 121,938 | $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.