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 |
| STAR Financial Bank | 2.26% | Add +30.2% | 137,778 | $3.3M |
| Krilogy Financial LLC | 0.23% | Reduce -16.3% | 137,076 | $3.3M |
| Sonata Capital Group Inc. | 1.40% | New | 136,037 | $3.3M |
| Marathon Mission, Inc. | 2.30% | Add +1.3% | 135,843 | $3.3M |
| Virginia Wealth Management Group, Inc. | 2.06% | New | 135,120 | $3.3M |
| Wrapmanager Inc. | 0.83% | Add +4.6% | 131,580 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -6.0% | 129,716 | $3.2M |
| Round Rock Advisors LLC | 0.73% | Reduce -6.0% | 129,388 | $3.1M |
| Fortis Capital Management LLC | 0.63% | Add +5.5% | 128,618 | $3.1M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -0.1% | 125,468 | $3.0M |
| Evergreen Private Wealth LLC | 1.39% | Add +1.0% | 123,803 | $3.0M |
| Ironwood Financial, llc | 0.63% | Add +36.3% | 123,590 | $3.0M |
| Private Advisor Group, LLC | 0.02% | Add +4.9% | 123,201 | $3.0M |
| Resonant Capital Advisors, LLC | 0.22% | Add +341.9% | 121,804 | $3.0M |
| Quantum Financial Advisors, LLC | 0.45% | Add +10.6% | 117,913 | $2.9M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +6.1% | 114,128 | $2.8M |
| Associated Banc-Corp | 0.08% | Reduce -0.8% | 113,397 | $2.8M |
| Executive Wealth Management, LLC | 0.21% | Add +295.1% | 112,602 | $2.7M |
| Sabal Trust CO | 0.14% | Add +62.2% | 109,399 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -9.1% | 109,322 | $2.7M |
| GAMMA Investing LLC | 0.25% | Add +186.0% | 105,660 | $2.6M |
| Stonebrook Private Inc. | 0.68% | Add +39.3% | 105,273 | $2.6M |
| Safeguard Financial, LLC | 0.59% | Add +63.3% | 102,892 | $2.5M |
| LifePlan Financial, LLC | 2.13% | Add +2.0% | 102,170 | $2.5M |
| Coldstream Capital Management Inc. | 0.05% | Add +1.6% | 100,695 | $2.4M |
| Wick Capital Partners, LLC | 0.78% | Add +9.8% | 99,325 | $2.4M |
| Foundry Financial Group, Inc. | 1.46% | Add +1.1% | 95,934 | $2.3M |
| Moneco Advisors, LLC | 0.29% | Add +3.1% | 94,886 | $2.3M |
| New England Private Wealth Advisors LLC | 0.37% | Add +0.7% | 94,639 | $2.3M |
| Smith, Moore & Co. | 0.22% | Add +5.5% | 93,819 | $2.3M |
| Kintra Wealth, LLC | 1.54% | Add +9.3% | 93,342 | $2.3M |
| Phillips Financial Management, LLC | 0.17% | Add +2.6% | 89,833 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Add +4.0% | 89,821 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +17.6% | 87,776 | $2.1M |
| Scissortail Wealth Management, LLC | 0.51% | Reduce -99.9% | 89 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +8.3% | 86,571 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.08% | New | 81,868 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +5.7% | 81,809 | $2.0M |
| Valley Wealth Managers, Inc. | 0.15% | Add +0.0% | 81,728 | $2.0M |
| Covington Investment Advisors Inc. | 0.30% | Add +7.6% | 81,420 | $2.0M |
| JDM Financial Group LLC | 1.06% | New | 80,387 | $2.0M |
| Crescent Grove Advisors, LLC | 0.19% | Add +13.4% | 77,193 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.37% | Add +33.2% | 74,156 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.1% | 72,540 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +14.3% | 71,390 | $1.7M |
| First Fiduciary Investment Counsel, Inc. | 0.34% | Reduce -4.7% | 70,322 | $1.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.59% | Add +17.9% | 69,774 | $1.7M |
| Chesley Taft & Associates LLC | 0.08% | Add +23.3% | 68,064 | $1.7M |
| Segment Wealth Management, LLC | 0.11% | Add +3.3% | 64,611 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.7% | 63,819 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 63,400 | $1.5M |
| Cary Street Partners Asset Management LLC | 0.20% | No change | 62,184 | $1.5M |
| Comerica Bank | 0.01% | Add +55.1% | 60,108 | $1.5M |
| Citadel Advisors | 0.00% | New | 59,632 | $1.4M |
| Archford Capital Strategies, LLC | 0.22% | Reduce -2.3% | 59,738 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -30.7% | 58,613 | $1.4M |
| Baron Silver Stevens Financial Advisors, LLC | 0.24% | New | 57,527 | $1.4M |
| Stokes Family Office, LLC | 0.15% | No change | 56,425 | $1.4M |
| Harbor Advisory Corp. | 0.42% | No change | 53,395 | $1.3M |
| Element Wealth, LLC | 0.68% | Add +2.5% | 52,850 | $1.3M |
| Redwood Financial Network Corp | 0.98% | Add +2.6% | 51,500 | $1.3M |
| Arcataur Capital Management LLC | 0.42% | Add +29.3% | 50,860 | $1.2M |
| Harbor Investment Advisory, LLC | 0.12% | Add +32.7% | 50,391 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.7% | 49,834 | $1.2M |
| Black Swift Group, LLC | 0.27% | Add +12.7% | 49,550 | $1.2M |
| Cowa, LLC | 0.56% | Reduce -63.2% | 48,465 | $1.2M |
| Gould Asset Management LLC | 0.25% | Add +0.1% | 48,220 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.18% | Add +0.4% | 47,822 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.1% | 47,750 | $1.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.31% | Add +42.3% | 46,954 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.27% | Add +19.1% | 46,715 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +13.6% | 45,277 | $1.1M |
| Montecito Bank & Trust | 0.19% | Add +49.1% | 44,698 | $1.1M |
| 4J Wealth Management LLC | 0.83% | Add +11.7% | 43,897 | $1.1M |
| Horan Securities, Inc. | 0.41% | Reduce -4.6% | 43,322 | $1.1M |
| Heartland Bank & Trust Co | 0.54% | Add +22.1% | 41,124 | $999K |
| Blue Square Asset Management, LLC | 0.53% | Add +9.5% | 40,970 | $996K |
| Timber Creek Capital Management LLC | 0.27% | Add +17.1% | 40,189 | $977K |
| Godshalk Welsh Capital Management, Inc. | 0.59% | Add +25.7% | 38,650 | $939K |
| Crew Capital Management, Ltd | 0.75% | Reduce -17.6% | 38,235 | $929K |
| Cannon Financial Strategists, Inc. | 0.16% | Add +1.1% | 38,208 | $928K |
| Consolidated Portfolio Review Corp | 0.21% | Add +4.1% | 37,919 | $921K |
| Sigma Planning Corp | 0.03% | Add +0.9% | 37,650 | $915K |
| Matthew Goff Investment Advisor, LLC | 0.17% | Reduce -1.6% | 36,819 | $895K |
| Integrated Advisors Network LLC | 0.04% | Add +53.0% | 35,676 | $867K |
| Exchange Capital Management, Inc. | 0.14% | Reduce -0.8% | 35,603 | $865K |
| OneDigital Investment Advisors LLC | 0.01% | No change | 34,959 | $849K |
| Diversify Advisory Services, LLC | 0.05% | Add +0.2% | 35,046 | $847K |
| TLWM | 0.17% | New | 34,799 | $846K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +8.2% | 34,739 | $844K |
| Meitav Investment House Ltd. | 0.01% | Reduce -7.3% | 33,857 | $821K |
| Beacon Financial Group | 0.09% | Reduce -12.9% | 32,539 | $791K |
| Summit Wealth Partners, LLC | 0.15% | Add +2.9% | 31,877 | $775K |
| Reliant Wealth Planning | 0.33% | Add +13.0% | 31,284 | $760K |
| Cypress Point Wealth Management, LLC | 0.30% | New | 31,000 | $753K |
| First Interstate Bank | 0.05% | No change | 30,798 | $748K |
| Ranch Capital Advisors Inc. | 0.34% | Add +30.9% | 29,965 | $728K |
| Robinson Smith Wealth Advisors LLC | 0.61% | Add +1.9% | 29,668 | $721K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -74.6% | 29,605 | $719K |
| Savant Capital, LLC | 0.01% | Add +50.3% | 27,592 | $670K |
| Brookstone Capital Management | 0.01% | Add +32.5% | 27,430 | $667K |
| Modern Wealth Management, LLC | 0.04% | New | 27,241 | $662K |
| Provenance Wealth Advisors, LLC | 0.08% | Add +54.8% | 27,033 | $657K |
| Balentine LLC | 0.03% | New | 27,000 | $656K |
| Ritholtz Wealth Management | 0.02% | Reduce -52.0% | 26,444 | $643K |
| Autumn Glory Partners, LLC | 0.25% | Reduce -1.6% | 26,392 | $641K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $632K |
| Bank of New York Mellon Corp | 0.00% | Add +10.9% | 25,537 | $621K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +5.1% | 24,987 | $607K |
| Creekmur Asset Management LLC | 0.14% | No change | 24,983 | $607K |
| Atwater Malick LLC | 0.19% | Add +0.6% | 24,654 | $599K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 23,915 | $581K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.8% | 23,340 | $567K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.7% | 23,234 | $565K |
| Mutual Advisors, LLC | 0.02% | Reduce -3.2% | 23,237 | $561K |
| Adirondack Trust Co. | 0.21% | Add +41.3% | 22,625 | $550K |
| Dearborn Partners LLC | 0.02% | Add +0.8% | 22,593 | $549K |
| Empirical Asset Management, LLC | 0.19% | No change | 22,309 | $542K |
| Mattern Capital Management, LLC | 0.07% | Add +83.4% | 22,069 | $536K |
| Barrett & Company, Inc. | 0.23% | Add +0.2% | 21,918 | $533K |
| Mendota Financial Group, LLC | 0.25% | Reduce -33.1% | 21,890 | $532K |
| Straight Path Wealth Management | 0.23% | Add +0.3% | 21,502 | $523K |
| Stockman Wealth Management, Inc. | 0.08% | Reduce -18.5% | 21,296 | $517K |
| M3 Advisory Group, LLC | 0.38% | New | 21,245 | $516K |
| Steele Capital Management, Inc. | 0.03% | No change | 20,990 | $510K |
| 1900 Wealth Management LLC | 0.04% | Add +1.1% | 20,898 | $508K |
| Newman Dignan & Sheerar, Inc. | 0.12% | Add +7.2% | 20,720 | $500K |
| BCS Wealth Management | 0.21% | No change | 20,102 | $488K |
| Raymond James Trust N.A. | 0.01% | Add +8.1% | 19,905 | $484K |
| Lee Financial Co | 0.07% | New | 19,330 | $470K |
| Mayflower Financial Advisors, LLC | 0.07% | Add +32.2% | 18,929 | $460K |
| Strategic Blueprint, LLC | 0.03% | Add +2.4% | 18,713 | $455K |
| Barclays PLC | 0.00% | No change | 18,632 | $453K |
| PSI Advisors, LLC | 0.13% | Add +6.6% | 18,526 | $450K |
| Weaver Consulting Group | 0.14% | Add +7.4% | 18,172 | $442K |
| First National Corp. /Ma/ | 0.09% | New | 17,562 | $427K |
| Maryland Capital Advisors Inc. | 0.21% | Reduce -7.5% | 17,410 | $423K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 16,613 | $404K |
| Alterna Wealth Management, Inc. | 0.35% | Add +2.7% | 15,945 | $387K |
| Principal Securities, Inc. | 0.01% | Reduce -4.2% | 15,898 | $386K |
| Northwest Bancshares, Inc. | 0.07% | Add +21.5% | 15,754 | $383K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.1% | 15,241 | $370K |
| Roble, Belko & Company, Inc | 0.06% | Add +5.6% | 14,914 | $362K |
| Farther Finance Advisors, LLC | 0.01% | Add +2.5% | 14,585 | $354K |
| Kades & Cheifetz LLC | 0.20% | Add +1.1% | 14,392 | $350K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +0.1% | 14,329 | $348K |
| HRT Financial LP | 0.00% | New | 14,183 | $344K |
| Up Strategic Wealth Investment Advisors LLC | 0.38% | No change | 14,054 | $342K |
| Yoder Wealth Management, Inc. | 0.20% | No change | 13,800 | $335K |
| Horizons Wealth Management | 0.26% | No change | 13,725 | $334K |
| Eagle Strategies LLC | 0.06% | Add +0.7% | 13,647 | $332K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,440 | $327K |
| Sunbelt Securities, Inc. | 0.03% | No change | 13,142 | $319K |
| Klaas Financial Asset Advisors, LLC | 0.05% | No change | 12,797 | $311K |
| Ancora Advisors LLC | 0.01% | Add +1112.0% | 12,726 | $309K |
| Cooper/Haims Advisors, LLC | 0.17% | No change | 12,706 | $309K |
| Oppenheimer & Co. Inc. | 0.00% | New | 12,597 | $306K |
| MKT Advisors LLC | 0.14% | Reduce -17.8% | 12,230 | $296K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.16% | Reduce -26.5% | 12,169 | $296K |
| Gradient Capital Advisors, LLC | 0.10% | No change | 11,834 | $288K |
| Ledyard National Bank | 0.03% | Add +1.5% | 11,779 | $286K |
| Fullcircle Wealth LLC | 0.13% | No change | 11,788 | $285K |
| Koshinski Asset Management, Inc. | 0.02% | New | 11,662 | $283K |
| World Investment Advisors | 0.01% | New | 11,659 | $283K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +9.8% | 11,522 | $280K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -7.6% | 11,460 | $278K |
| Advisory Services Network, LLC | 0.01% | No change | 11,551 | $275K |
| Anchor Capital Advisors LLC | 0.01% | No change | 11,225 | $273K |
| First Manhattan Co. Llc. | 0.00% | New | 11,050 | $269K |
| REDW Wealth LLC | 0.07% | Add +5.1% | 11,035 | $268K |
| Meridian Wealth Management, LLC | 0.01% | New | 11,028 | $268K |
| Cypress Wealth Services, LLC | 0.05% | No change | 10,628 | $258K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,575 | $257K |
| Princeton Global Asset Management LLC | 0.05% | Add +75.7% | 10,412 | $253K |
| American Money Management, LLC | 0.05% | Reduce -18.6% | 10,335 | $251K |
| KOM Wealth Management Group, LLC | 0.21% | New | 10,300 | $250K |
| Wealthspire Advisors, LLC | 0.00% | No change | 10,151 | $247K |
| Bank of New Hampshire | 0.06% | No change | 9,755 | $237K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 9,295 | $226K |
| Addison Advisors LLC | 0.06% | No change | 9,105 | $221K |
| Belpointe Asset Management LLC | 0.01% | Add +1.3% | 9,066 | $220K |
| Harbour Investments, Inc. | 0.01% | Add +77.8% | 8,951 | $218K |
| Nwam LLC | 0.01% | New | 8,923 | $217K |
| Jones Financial Companies LLLP | 0.00% | Add +158.7% | 8,608 | $209K |
| KPP Advisory Services LLC | 0.05% | New | 8,390 | $204K |
| Arcadia Investment Management Corp. | 0.03% | No change | 7,500 | $182K |
| Wells Financial Advisors INC | 0.23% | Reduce -23.7% | 6,990 | $170K |
| Bogart Wealth, LLC | 0.01% | Add +14.9% | 6,405 | $156K |
| Fifth Third Bancorp | 0.00% | Add +173.3% | 5,914 | $144K |
| Private Trust Co. NA | 0.01% | Add +4.8% | 5,167 | $126K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,110 | $124K |
| Coastline Trust Co | 0.01% | New | 4,892 | $119K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 4,105 | $100K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -6.1% | 3,965 | $96K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $92K |
| Trust Co | 0.01% | Add +16.8% | 3,671 | $89K |
| CIBC Private Wealth Group LLC | 0.00% | Add +43.1% | 3,477 | $85K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,425 | $83K |
| Bank of Montreal | 0.00% | No change | 3,079 | $75K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,960 | $72K |
| United Community Bank | 0.03% | No change | 2,825 | $69K |
| Valley National Advisers Inc. | 0.01% | Reduce -28.5% | 2,583 | $62K |
| CVA Family Office, LLC | 0.01% | No change | 2,520 | $61K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 2,500 | $61K |
| Godsey & Gibb, Inc. | 0.01% | Reduce -65.9% | 2,195 | $53K |
| Deutsche Bank AG | 0.00% | No change | 2,100 | $51K |
| Sachetta, LLC | 0.02% | Reduce -25.9% | 2,000 | $49K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $48K |
| Bokf, NA | 0.00% | New | 1,808 | $44K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +207.3% | 1,690 | $41K |
| Stephens Consulting, LLC | 0.01% | Add +0.9% | 1,661 | $40K |
| Eastern Bank | 0.00% | New | 1,440 | $35K |
| Spire Wealth Management | 0.00% | No change | 1,400 | $34K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -99.3% | 1,295 | $31K |
| Robbins Farley | 0.02% | Add +9.4% | 1,233 | $30K |
| Hemington Wealth Management | 0.01% | New | 1,195 | $28K |
| National Bank of Canada | 0.00% | No change | 1,117 | $27K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,086 | $26K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 711 | $17K |
| Kennebec Savings Bank | 0.02% | — | 665 | $16K |
| Signaturefd, LLC | 0.00% | Reduce -62.5% | 600 | $15K |
| Logan Capital Management Inc. | 0.00% | New | 521 | $13K |
| Legacy Bridge, LLC | 0.01% | No change | 496 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $12K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 402 | $10K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Peoples Bank | 0.00% | No change | 300 | $7K |
| Creative Financial Designs Inc. | 0.00% | New | 291 | $7K |
| BlackRock, Inc. | 0.00% | — | 146 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 116 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 65 | $2K |
| Citigroup Inc. | 0.00% | Reduce -97.5% | 24 | $583 |
| BNP Paribas Financial Markets | 0.00% | Reduce -15.0% | 17 | $413 |
| FMR LLC | 0.00% | Reduce -99.9% | 2 | $49 |
"% 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.