iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q3 2024 (September 30)335holders +10
32new positions
20sold out
2famous investors
$24.30avg. 13F price*
At the end of Q3 2024, 335 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, up 10 from Q2 2024. 32 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($190.5M), Ameriprise Financial Inc. ($129.4M) and Morgan Stanley ($87.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $45.6M |
| Exits | 20 | $15.8M |
All 13F filers, Q2 2024 → Q3 2024: 7,499,429 shares bought and 4,546,872 shares sold, net +2,952,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 335 holders
| Bank of America Corp. | 0.02% | Add +3.6% | 7,839,229 | $190.5M |
| Ameriprise Financial Inc. | 0.03% | Add +4.8% | 5,327,035 | $129.4M |
| Morgan Stanley | 0.01% | Add +8.1% | 3,588,020 | $87.2M |
| Wells Fargo & Company | 0.02% | Add +2.0% | 3,017,317 | $73.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +13.7% | 2,161,474 | $52.5M |
| LPL Financial LLC | 0.02% | Add +13.4% | 2,129,979 | $51.8M |
| Mercer Global Advisors Inc. | 0.12% | Add +2.2% | 2,133,630 | $51.7M |
| Capital Advisors Inc. | 1.01% | Add +4.6% | 2,083,621 | $50.6M |
| HM Payson & Co. | 0.64% | Add +10.7% | 1,547,421 | $37.6M |
| Shufro Rose & Co. LLC | 2.75% | No change | 1,413,175 | $33.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +5.7% | 1,335,954 | $32.5M |
| Gratus Wealth Advisors, LLC | 4.85% | Add +5.1% | 1,231,431 | $29.7M |
| Royal Bank of Canada | 0.01% | Add +0.4% | 1,217,295 | $29.6M |
| Sound View Wealth Advisors Group, LLC | 2.38% | Add +27.1% | 1,198,154 | $29.1M |
| Howland Capital Management LLC | 1.11% | Add +43.4% | 1,053,879 | $25.6M |
| Sigma Investment Counselors Inc. | 1.48% | Add +3.0% | 1,039,462 | $25.3M |
| Woodmont Investment Counsel LLC | 1.80% | Add +5.3% | 983,270 | $23.9M |
| Truist Financial Corp. | 0.04% | Reduce -0.5% | 976,350 | $23.7M |
| Kathmere Capital Management, LLC | 2.21% | Reduce -11.9% | 969,855 | $23.6M |
| Summitry LLC | 1.08% | Add +1.5% | 931,437 | $22.6M |
| Klingman & Associates, LLC | 1.34% | Reduce -2.6% | 890,755 | $21.6M |
| RVW Wealth, LLC | 1.99% | Add +10.4% | 880,423 | $21.4M |
| Bulltick Wealth Management, LLC | 5.22% | New | 865,465 | $21.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -64.5% | 841,583 | $20.5M |
| Capital Investment Advisors, LLC | 0.37% | Add +4.8% | 737,160 | $17.9M |
| NewEdge Advisors, LLC | 0.11% | Reduce -11.6% | 710,275 | $17.3M |
| Keeler Thomas Management LLC | 5.34% | Add +0.7% | 695,434 | $16.9M |
| Captrust Financial Advisors | 0.05% | Add +15.7% | 692,020 | $16.8M |
| Confluence Investment Management LLC | 0.21% | Reduce -27.3% | 661,138 | $16.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.3% | 659,803 | $16.0M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 646,087 | $15.7M |
| Summit Asset Management, LLC | 1.77% | Add +3.6% | 638,269 | $15.5M |
| Cwm, LLC | 0.06% | Add +12.1% | 587,981 | $14.3M |
| Buffington Mohr McNeal | 2.34% | Add +3.2% | 584,583 | $14.2M |
| MV Capital Management, Inc. | 1.51% | Add +1.8% | 583,717 | $14.2M |
| Focus Partners Wealth | 0.04% | Add +24.5% | 573,343 | $13.9M |
| Arrow Financial Corp | 1.27% | Add +1.7% | 563,133 | $13.7M |
| Raymond James & Associates | 0.01% | Reduce -11.2% | 561,612 | $13.6M |
| Glenview Trust Co | 0.26% | Add +5.8% | 561,339 | $13.6M |
| Creative Planning | 0.01% | Add +12.0% | 550,762 | $13.4M |
| Journey Advisory Group, LLC | 1.60% | No change | 560,209 | $13.3M |
| WJ Wealth Management, LLC | 4.44% | Add +19.6% | 519,363 | $12.6M |
| Stifel Financial Corp. | 0.01% | Reduce -64.3% | 503,278 | $12.2M |
| Benjamin Edwards Inc. | 0.17% | Add +267.8% | 469,451 | $11.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +0.5% | 462,495 | $11.2M |
| CENTRAL TRUST Co | 0.26% | Add +15.4% | 461,366 | $11.2M |
| Sanctuary Advisors, LLC | 0.07% | Add +32.3% | 463,803 | $11.2M |
| Gateway Advisory, LLC | 1.73% | Add +2.7% | 441,732 | $10.7M |
| Global Retirement Partners, LLC | 0.31% | Add +1.0% | 418,606 | $10.2M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +4.8% | 408,460 | $9.9M |
| Windsor Capital Management, LLC | 2.82% | Add +3.5% | 399,834 | $9.7M |
| Commonwealth Financial Services, LLC | 1.84% | Add +6.5% | 385,024 | $9.3M |
| Strid Group, LLC | 1.37% | Add +5.8% | 370,540 | $9.0M |
| Lyell Wealth Management, LP | 0.72% | Add +7.8% | 325,825 | $7.9M |
| Renaissance Technologies | 0.01% | Add +72.9% | 322,700 | $7.8M |
| PFG Private Wealth Management, LLC | 4.49% | Add +0.6% | 318,856 | $7.7M |
| IFP Advisors, Inc | 0.28% | Add +8.4% | 317,581 | $7.7M |
| Hamel Associates, Inc. | 2.36% | Reduce -0.2% | 317,327 | $7.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +7.4% | 306,422 | $7.4M |
| Osaic Holdings, Inc. | 0.02% | Add +0.0% | 299,453 | $7.3M |
| Arcadia Investment Advisors LLC | 3.88% | Add +2.1% | 298,000 | $7.2M |
| MCF Advisors LLC | 0.48% | Add +2.7% | 281,249 | $6.8M |
| Peloton Wealth Strategists | 2.61% | Reduce -0.4% | 265,485 | $6.5M |
| Fulton Breakefield Broenniman LLC | 0.45% | Add +0.8% | 263,815 | $6.4M |
| Spinnaker Trust | 0.39% | Add +18.8% | 257,919 | $6.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 256,718 | $6.2M |
| Sandy Spring Bank | 0.25% | Add +12.4% | 252,186 | $6.1M |
| Moseley Investment Management Inc. | 2.33% | Add +108.0% | 239,868 | $5.8M |
| FinTrust Capital Advisors, LLC | 0.97% | Add +1.0% | 235,860 | $5.7M |
| Allworth Financial LP | 0.03% | Reduce -1.0% | 231,117 | $5.6M |
| Signature Wealth Management Group | 2.24% | Add +1.1% | 229,377 | $5.6M |
| Laurel Wealth Advisors LLC | 0.85% | Reduce -0.5% | 216,475 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.9% | 213,591 | $5.2M |
| Houlihan Financial Resource Group, Ltd. | 2.14% | Add +8.7% | 213,236 | $5.2M |
| Sax Wealth Advisors, LLC | 0.46% | Add +12.2% | 211,973 | $5.2M |
| Praetorian Wealth Management, Inc. | 1.27% | Add +2.1% | 209,165 | $5.1M |
| First National Trust Co | 0.19% | Add +92.9% | 197,916 | $4.8M |
| Parallel Advisors, LLC | 0.11% | Add +46.8% | 196,441 | $4.8M |
| Platte River Wealth Advisors, LLC | 1.19% | Reduce -22.9% | 183,117 | $4.4M |
| IRON Financial LLC | 2.41% | Add +0.3% | 182,349 | $4.4M |
| Mariner, LLC | 0.01% | Reduce -14.8% | 181,094 | $4.4M |
| United Capital Financial Advisors, LLC | 0.04% | Add +11.1% | 179,148 | $4.4M |
| Leo Wealth, LLC | 0.38% | Reduce -4.6% | 172,436 | $4.2M |
| Mesirow Financial Investment Management, Inc. | 0.08% | Add +0.8% | 171,936 | $4.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.45% | Add +2.4% | 168,533 | $4.1M |
| Kesler, Norman & Wride, LLC | 0.78% | Reduce -5.5% | 162,670 | $4.0M |
| Beaumont Asset Management, L.L.C. | 2.29% | New | 162,304 | $3.9M |
| Leavell Investment Management, Inc. | 0.20% | Add +20.4% | 161,134 | $3.9M |
| Madden Advisory Services, Inc. | 1.75% | Add +45.9% | 157,138 | $3.8M |
| 4Thought Financial Group Inc. | 2.34% | Add +1.5% | 156,148 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.1% | 155,360 | $3.8M |
| Foundation Wealth Management, LLC | 2.85% | Reduce -0.1% | 154,729 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +47.0% | 153,926 | $3.7M |
| Sightline Wealth Advisors, LLC | 1.96% | Add +43.9% | 146,639 | $3.6M |
| CGN Advisors LLC | 0.36% | Add +5.4% | 146,613 | $3.6M |
| NorthCoast Asset Management LLC | 0.02% | Add +1358.0% | 156,621 | $3.5M |
| Sowell Financial Services LLC | 0.16% | Add +46.8% | 140,086 | $3.4M |
| Asset Dedication, LLC | 0.23% | Reduce -25.1% | 138,862 | $3.4M |
| Precedent Wealth Partners, LLC | 1.11% | Add +16.6% | 138,006 | $3.4M |
| Probity Advisors, Inc. | 0.64% | Add +7.0% | 137,809 | $3.3M |
"% 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.