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 |
| Summit Investment Advisory Services, LLC | 3.39% | New | 120,893 | $2.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -1.9% | 120,242 | $2.9M |
| Precedent Wealth Partners, LLC | 1.14% | Add +15.3% | 118,361 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Add +19.4% | 117,425 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +36.6% | 116,692 | $2.8M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -33.4% | 116,643 | $2.8M |
| Moseley Investment Management Inc. | 1.28% | Add +45.8% | 115,299 | $2.7M |
| Associated Banc-Corp | 0.08% | Add +3.0% | 114,340 | $2.7M |
| Madden Advisory Services, Inc. | 1.30% | Add +10.0% | 107,672 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -6.9% | 107,531 | $2.6M |
| Quantum Financial Advisors, LLC | 0.45% | Add +10.4% | 106,592 | $2.5M |
| STAR Financial Bank | 1.94% | New | 105,825 | $2.5M |
| Cetera Investment Advisers | 0.01% | Reduce -21.8% | 104,724 | $2.5M |
| Jane Street Group, LLC | 0.00% | New | 104,649 | $2.5M |
| First National Trust Co | 0.10% | Add +31.1% | 102,595 | $2.4M |
| Sightline Wealth Advisors, LLC | 1.51% | Add +27.3% | 101,894 | $2.4M |
| LifePlan Financial, LLC | 2.20% | Add +1.9% | 100,130 | $2.4M |
| Coldstream Capital Management Inc. | 0.06% | Add +18.6% | 99,059 | $2.4M |
| Members Wealth LLC | 1.53% | — | 94,566 | $2.3M |
| Sowell Financial Services LLC | 0.11% | Add +4.9% | 95,452 | $2.3M |
| Foundry Financial Group, Inc. | 1.56% | Add +6.5% | 94,841 | $2.3M |
| New England Private Wealth Advisors LLC | 0.39% | Add +92.1% | 93,999 | $2.2M |
| Moneco Advisors, LLC | 0.32% | Add +2.5% | 92,027 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | New | 90,841 | $2.2M |
| Ironwood Financial, llc | 0.48% | Add +24.6% | 90,650 | $2.2M |
| Wick Capital Partners, LLC | 0.75% | Add +8.9% | 90,486 | $2.2M |
| Smith, Moore & Co. | 0.22% | Add +8.3% | 88,940 | $2.1M |
| Phillips Financial Management, LLC | 0.17% | Add +29.8% | 87,548 | $2.1M |
| Hilltop Holdings Inc. | 0.24% | Add +10.9% | 86,350 | $2.1M |
| Kintra Wealth, LLC | 1.44% | Add +23.6% | 85,397 | $2.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -17.0% | 84,586 | $2.0M |
| Scissortail Wealth Management, LLC | 0.51% | Reduce -0.9% | 84,401 | $2.0M |
| Valley Wealth Managers, Inc. | 0.15% | Add +2.1% | 81,699 | $1.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +64.5% | 79,899 | $1.9M |
| MML Investors Services, LLC | 0.01% | Reduce -2.7% | 77,373 | $1.8M |
| Covington Investment Advisors Inc. | 0.29% | Add +4.1% | 75,645 | $1.8M |
| Stonebrook Private Inc. | 0.52% | Add +28.6% | 75,590 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Add +1.6% | 74,890 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.09% | Reduce -0.1% | 74,697 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -12.1% | 74,659 | $1.8M |
| First Fiduciary Investment Counsel, Inc. | 0.38% | Reduce -1.4% | 73,755 | $1.8M |
| Crescent Grove Advisors, LLC | 0.18% | Add +20.7% | 68,068 | $1.6M |
| Sabal Trust CO | 0.10% | New | 67,458 | $1.6M |
| AlTi Global, Inc. | 0.04% | New | 63,400 | $1.5M |
| Safeguard Financial, LLC | 0.42% | Add +133.5% | 63,011 | $1.5M |
| Segment Wealth Management, LLC | 0.11% | Add +4.9% | 62,571 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -5.0% | 62,457 | $1.5M |
| Cary Street Partners Asset Management LLC | 0.22% | Reduce -5.4% | 62,184 | $1.5M |
| Archford Capital Strategies, LLC | 0.24% | Add +2.9% | 61,112 | $1.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.54% | Reduce -12.6% | 59,206 | $1.4M |
| Austin Private Wealth, LLC | 0.15% | Add +29.6% | 59,010 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +13.2% | 57,148 | $1.4M |
| Stokes Family Office, LLC | 0.16% | No change | 56,425 | $1.3M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Reduce -27.4% | 55,670 | $1.3M |
| Chesley Taft & Associates LLC | 0.07% | Reduce -4.0% | 55,189 | $1.3M |
| Ritholtz Wealth Management | 0.04% | Reduce -2.2% | 55,113 | $1.3M |
| Harbor Advisory Corp. | 0.44% | Add +11.8% | 53,395 | $1.3M |
| Farmers National Bank | 0.38% | Reduce -2.7% | 52,608 | $1.3M |
| Element Wealth, LLC | 0.69% | Add +24.2% | 51,583 | $1.2M |
| Redwood Financial Network Corp | 1.00% | Add +3.2% | 50,179 | $1.2M |
| Gould Asset Management LLC | 0.26% | Add +41.3% | 48,198 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -66.2% | 48,062 | $1.1M |
| Johnson Bixby & Associates, LLC | 0.19% | Add +10.5% | 47,620 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +31.1% | 46,777 | $1.1M |
| Crew Capital Management, Ltd | 0.89% | Reduce -23.3% | 46,430 | $1.1M |
| Horan Securities, Inc. | 0.47% | Add +15.2% | 45,428 | $1.1M |
| Black Swift Group, LLC | 0.24% | Add +148.3% | 43,950 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +2.8% | 39,854 | $949K |
| Arcataur Capital Management LLC | 0.33% | New | 39,335 | $937K |
| 4J Wealth Management LLC | 0.77% | Reduce -0.7% | 39,296 | $936K |
| Cherry Tree Wealth Management, LLC | 0.23% | No change | 39,212 | $934K |
| Comerica Bank | 0.00% | Add +3.6% | 38,750 | $923K |
| Harbor Investment Advisory, LLC | 0.09% | Add +24.4% | 37,961 | $904K |
| Cannon Financial Strategists, Inc. | 0.17% | Add +1.0% | 37,807 | $901K |
| Blue Square Asset Management, LLC | 0.52% | New | 37,425 | $891K |
| Matthew Goff Investment Advisor, LLC | 0.18% | Reduce -0.1% | 37,418 | $891K |
| Beacon Financial Group | 0.10% | Reduce -6.8% | 37,364 | $890K |
| Sigma Planning Corp | 0.03% | Add +6.8% | 37,300 | $888K |
| GAMMA Investing LLC | 0.12% | Add +65.0% | 36,947 | $880K |
| Meitav Investment House Ltd. | 0.02% | No change | 36,506 | $868K |
| Consolidated Portfolio Review Corp | 0.20% | Add +9.3% | 36,432 | $868K |
| Exchange Capital Management, Inc. | 0.14% | No change | 35,878 | $855K |
| Diversify Advisory Services, LLC | 0.05% | New | 34,980 | $834K |
| OneDigital Investment Advisors LLC | 0.01% | New | 34,959 | $833K |
| Old Mission Capital LLC | 0.02% | New | 34,335 | $818K |
| Timber Creek Capital Management LLC | 0.25% | Reduce -2.1% | 34,333 | $818K |
| Heartland Bank & Trust Co | 0.46% | Add +27.5% | 33,683 | $802K |
| Conrad Siegel Investment Advisors, Inc. | 0.23% | Add +1.9% | 32,989 | $786K |
| Mendota Financial Group, LLC | 0.42% | Reduce -9.6% | 32,725 | $780K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +41.8% | 32,116 | $765K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -5.1% | 30,990 | $738K |
| First Interstate Bank | 0.05% | No change | 30,798 | $734K |
| Godshalk Welsh Capital Management, Inc. | 0.49% | Add +57.7% | 30,750 | $732K |
| Montecito Bank & Trust | 0.15% | Add +79.0% | 29,986 | $714K |
| Robinson Smith Wealth Advisors LLC | 0.61% | No change | 29,122 | $694K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.2% | 28,964 | $690K |
| Executive Wealth Management, LLC | 0.12% | Add +92.8% | 28,501 | $679K |
| Reliant Wealth Planning | 0.30% | Add +5.5% | 27,676 | $659K |
| Resonant Capital Advisors, LLC | 0.05% | Add +44.0% | 27,564 | $657K |
| Autumn Glory Partners, LLC | 0.33% | Add +19.9% | 26,818 | $639K |
| Stockman Wealth Management, Inc. | 0.11% | Reduce -9.7% | 26,139 | $623K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $619K |
| Creekmur Asset Management LLC | 0.15% | Add +13.1% | 24,983 | $595K |
| Atwater Malick LLC | 0.20% | No change | 24,509 | $584K |
| Greater Midwest Financial Group, LLC | 0.37% | Reduce -65.1% | 24,179 | $583K |
| Baird Financial Group, Inc. | 0.00% | Add +19.1% | 24,267 | $578K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.5% | 24,003 | $576K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +14.2% | 23,915 | $570K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.8% | 23,769 | $566K |
| Integrated Advisors Network LLC | 0.03% | Add +19.8% | 23,325 | $556K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.5% | 23,068 | $549K |
| Bank of New York Mellon Corp | 0.00% | Add +41.2% | 23,029 | $549K |
| Ranch Capital Advisors Inc. | 0.29% | Add +15.3% | 22,894 | $545K |
| Dearborn Partners LLC | 0.02% | Add +0.6% | 22,405 | $534K |
| Empirical Asset Management, LLC | 0.20% | New | 22,309 | $531K |
| Barrett & Company, Inc. | 0.24% | Add +0.2% | 21,878 | $521K |
| Straight Path Wealth Management | 0.26% | Add +24.3% | 21,436 | $511K |
| Steele Capital Management, Inc. | 0.03% | No change | 20,990 | $500K |
| Brookstone Capital Management | 0.01% | Add +26.6% | 20,708 | $495K |
| 1900 Wealth Management LLC | 0.05% | No change | 20,679 | $493K |
| BCS Wealth Management | 0.23% | No change | 20,102 | $479K |
| Newman Dignan & Sheerar, Inc. | 0.12% | Add +0.7% | 19,332 | $460K |
| Maryland Capital Advisors Inc. | 0.24% | Add +20.4% | 18,820 | $448K |
| Mgo One Seven LLC | 0.02% | Reduce -4.9% | 18,659 | $444K |
| Barclays PLC | 0.00% | No change | 18,632 | $444K |
| Raymond James Trust N.A. | 0.01% | Add +23.1% | 18,407 | $438K |
| Savant Capital, LLC | 0.00% | Add +0.8% | 18,356 | $437K |
| Strategic Blueprint, LLC | 0.03% | New | 18,284 | $436K |
| Provenance Wealth Advisors, LLC | 0.06% | No change | 17,462 | $416K |
| PSI Advisors, LLC | 0.13% | Add +11.3% | 17,381 | $414K |
| Aerodigm Wealth, LLC | 0.19% | Add +100.0% | 17,084 | $407K |
| Weaver Consulting Group | 0.14% | No change | 16,922 | $403K |
| Duncker Streett & Co. Inc. | 0.08% | Add +9.4% | 16,613 | $396K |
| Principal Securities, Inc. | 0.01% | Add +0.6% | 16,589 | $395K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.23% | No change | 16,555 | $394K |
| Adirondack Trust Co. | 0.16% | Add +34.6% | 16,007 | $381K |
| Alterna Wealth Management, Inc. | 0.32% | Add +9.9% | 15,532 | $370K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Add +1.0% | 15,081 | $359K |
| MKT Advisors LLC | 0.18% | Reduce -3.9% | 14,879 | $355K |
| Flow Traders U.S. LLC | 0.02% | New | 14,697 | $350K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -10.3% | 14,322 | $341K |
| Mayflower Financial Advisors, LLC | 0.06% | New | 14,317 | $341K |
| Kades & Cheifetz LLC | 0.21% | Add +1.0% | 14,241 | $339K |
| GTS Securities LLC | 0.01% | New | 14,234 | $339K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -44.9% | 14,226 | $338K |
| Roble, Belko & Company, Inc | 0.06% | Add +0.0% | 14,123 | $336K |
| Up Strategic Wealth Investment Advisors LLC | 0.51% | No change | 14,054 | $335K |
| Yoder Wealth Management, Inc. | 0.21% | No change | 13,800 | $329K |
| Horizons Wealth Management | 0.26% | Reduce -6.4% | 13,725 | $328K |
| Eagle Strategies LLC | 0.06% | New | 13,554 | $323K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -21.6% | 13,440 | $320K |
| Sunbelt Securities, Inc. | 0.03% | No change | 13,142 | $313K |
| Northwest Bancshares, Inc. | 0.05% | Add +20.2% | 12,967 | $309K |
| Klaas Financial Asset Advisors, LLC | 0.06% | Add +10.7% | 12,797 | $305K |
| Cooper/Haims Advisors, LLC | 0.17% | No change | 12,706 | $303K |
| American Money Management, LLC | 0.06% | No change | 12,695 | $302K |
| Townsquare Capital LLC | 0.00% | New | 12,462 | $297K |
| International Assets Investment Management, LLC | 0.03% | Add +11.0% | 12,455 | $297K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -34.1% | 12,402 | $295K |
| Mattern Capital Management, LLC | 0.04% | Add +3.6% | 12,032 | $287K |
| Fullcircle Wealth LLC | 0.14% | — | 11,788 | $282K |
| Gradient Capital Advisors, LLC | 0.10% | Add +23.2% | 11,834 | $282K |
| Ledyard National Bank | 0.03% | New | 11,604 | $276K |
| Advisory Services Network, LLC | 0.01% | New | 11,551 | $275K |
| Granite Bay Wealth Management, LLC | 0.15% | No change | 11,500 | $274K |
| Anchor Capital Advisors LLC | 0.01% | No change | 11,225 | $267K |
| NorthCoast Asset Management LLC | 0.00% | New | 10,742 | $256K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -2.7% | 10,628 | $253K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,575 | $252K |
| REDW Wealth LLC | 0.07% | Add +1.9% | 10,501 | $250K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 10,494 | $250K |
| Two Sigma Securities, LLC | 0.01% | New | 10,355 | $247K |
| Wealthspire Advisors, LLC | 0.00% | No change | 10,151 | $242K |
| Bank of New Hampshire | 0.06% | No change | 9,755 | $232K |
| Wells Financial Advisors INC | 0.14% | No change | 9,160 | $218K |
| Addison Advisors LLC | 0.07% | Add +30.7% | 9,105 | $217K |
| Belpointe Asset Management LLC | 0.01% | New | 8,948 | $213K |
| Arcadia Investment Management Corp. | 0.03% | No change | 7,500 | $179K |
| Stone House Investment Management, LLC | 0.04% | Add +1.0% | 6,652 | $158K |
| Godsey & Gibb, Inc. | 0.02% | Reduce -19.1% | 6,445 | $154K |
| Princeton Global Asset Management LLC | 0.03% | Add +63.8% | 5,927 | $141K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 5,574 | $133K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,110 | $122K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 5,034 | $120K |
| Private Trust Co. NA | 0.01% | Add +1.3% | 4,932 | $117K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,340 | $103K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -45.2% | 4,224 | $100K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 4,105 | $98K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $90K |
| Valley National Advisers Inc. | 0.01% | Reduce -60.6% | 3,613 | $86K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,425 | $82K |
| Jones Financial Companies LLLP | 0.00% | Add +292.8% | 3,327 | $79K |
| Trust Co | 0.01% | No change | 3,144 | $75K |
| Bank of Montreal | 0.00% | Add +0.7% | 3,079 | $73K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,960 | $71K |
| United Community Bank | 0.03% | Add +182.5% | 2,825 | $67K |
| Sachetta, LLC | 0.03% | No change | 2,700 | $65K |
| CVA Family Office, LLC | 0.01% | No change | 2,520 | $60K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.0% | 2,430 | $58K |
| Bramshill Investments, LLC | 0.01% | New | 2,364 | $56K |
| Fifth Third Bancorp | 0.00% | No change | 2,164 | $52K |
| Deutsche Bank AG | 0.00% | No change | 2,100 | $50K |
| FMR LLC | 0.00% | Add +402.5% | 2,020 | $48K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $48K |
| Stephens Consulting, LLC | 0.01% | Add +0.9% | 1,646 | $39K |
| Signaturefd, LLC | 0.00% | Reduce -41.9% | 1,600 | $38K |
| Spire Wealth Management | 0.00% | No change | 1,400 | $33K |
| Robbins Farley | 0.01% | Reduce -14.1% | 1,127 | $27K |
| National Bank of Canada | 0.00% | New | 1,117 | $26K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,086 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 1,050 | $25K |
| Horizon Bancorp Inc. | 0.01% | New | 1,000 | $24K |
| Citigroup Inc. | 0.00% | Add +0.4% | 954 | $23K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 711 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -70.8% | 550 | $13K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $12K |
| Legacy Bridge, LLC | 0.01% | Add +16.7% | 496 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 402 | $10K |
| First PREMIER Bank | 0.00% | New | 315 | $8K |
| Peoples Bank | 0.01% | No change | 300 | $7K |
| BlackRock Inc. | 0.00% | Reduce -89.1% | 146 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 116 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -87.8% | 65 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 20 | $476 |
"% 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.