iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q4 2024 (December 31)367holders +32
39new positions
22sold out
2famous investors
$24.07avg. 13F price*
At the end of Q4 2024, 367 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, up 32 from Q3 2024. 39 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($202.2M), Ameriprise Financial Inc. ($102.9M) and Morgan Stanley ($95.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $74.9M |
| Exits | 22 | $59.8M |
All 13F filers, Q3 2024 → Q4 2024: 10,871,968 shares bought and 4,227,810 shares sold, net +6,644,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 367 holders
| Bank of America Corp. | 0.02% | Add +7.2% | 8,401,685 | $202.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -19.8% | 4,273,707 | $102.9M |
| Morgan Stanley | 0.01% | Add +10.6% | 3,969,535 | $95.5M |
| Wells Fargo & Company | 0.02% | Reduce -3.9% | 2,899,753 | $69.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.7% | 2,306,571 | $55.5M |
| LPL Financial LLC | 0.02% | Add +7.5% | 2,288,819 | $55.1M |
| Capital Advisors Inc. | 1.06% | Add +6.5% | 2,218,999 | $53.4M |
| HM Payson & Co. | 0.91% | Add +43.4% | 2,218,248 | $53.4M |
| Mercer Global Advisors Inc. | 0.13% | Add +3.2% | 2,202,542 | $53.0M |
| Raymond James Financial Inc. | 0.02% | — | 2,057,432 | $49.5M |
| Shufro Rose & Co. LLC | 2.72% | Add +2.4% | 1,446,798 | $34.8M |
| Sound View Wealth Advisors Group, LLC | 2.53% | Add +9.1% | 1,307,356 | $31.5M |
| Gratus Wealth Advisors, LLC | 4.85% | Add +2.2% | 1,258,165 | $30.3M |
| Royal Bank of Canada | 0.01% | Add +3.0% | 1,253,472 | $30.2M |
| Howland Capital Management LLC | 1.26% | Add +13.8% | 1,198,800 | $28.9M |
| Sigma Investment Counselors Inc. | 1.52% | Add +3.2% | 1,072,997 | $25.8M |
| Woodmont Investment Counsel LLC | 1.84% | Add +5.3% | 1,035,657 | $24.9M |
| TABR Capital Management, LLC | 21.29% | — | 1,009,266 | $24.3M |
| Kathmere Capital Management, LLC | 2.13% | Add +1.8% | 986,986 | $23.8M |
| RVW Wealth, LLC | 2.15% | Add +9.0% | 959,586 | $23.1M |
| Truist Financial Corp. | 0.03% | Reduce -7.1% | 906,859 | $21.8M |
| Captrust Financial Advisors | 0.06% | Add +28.1% | 886,426 | $21.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.5% | 871,494 | $21.0M |
| Bulltick Wealth Management, LLC | 4.91% | No change | 865,465 | $20.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +26.3% | 833,014 | $20.1M |
| Venture Visionary Partners LLC | 0.84% | New | 819,926 | $19.7M |
| Capital Investment Advisors, LLC | 0.37% | Add +3.6% | 763,662 | $18.4M |
| NewEdge Advisors, LLC | 0.10% | Reduce -0.0% | 710,122 | $17.1M |
| US Bancorp \de | 0.02% | Add +6.6% | 688,491 | $16.6M |
| Confluence Investment Management LLC | 0.22% | Add +1.6% | 671,822 | $16.2M |
| Summit Asset Management, LLC | 2.81% | Add +4.1% | 664,593 | $16.0M |
| Keeler Thomas Management LLC | 5.67% | Reduce -5.0% | 660,812 | $15.9M |
| Corient Private Wealth LP | 0.03% | New | 660,565 | $15.9M |
| Glenview Trust Co | 0.28% | Add +10.2% | 618,756 | $14.9M |
| MV Capital Management, Inc. | 1.59% | Add +5.9% | 618,176 | $14.9M |
| Focus Partners Wealth | 0.04% | Add +6.9% | 612,745 | $14.7M |
| PFG Private Wealth Management, LLC | 8.33% | Add +90.8% | 608,289 | $14.6M |
| Creative Planning | 0.01% | Add +8.3% | 596,671 | $14.4M |
| Buffington Mohr McNeal | 2.38% | Add +2.1% | 596,615 | $14.4M |
| Arrow Financial Corp | 1.34% | Add +3.9% | 585,057 | $14.1M |
| Renaissance Technologies | 0.02% | Add +79.7% | 579,800 | $14.0M |
| Journey Advisory Group, LLC | 1.60% | No change | 560,209 | $13.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +19.6% | 552,965 | $13.3M |
| Stifel Financial Corp. | 0.01% | Add +8.7% | 546,875 | $13.2M |
| Benjamin Edwards Inc. | 0.19% | Add +16.0% | 544,666 | $13.1M |
| Cwm, LLC | 0.05% | Reduce -7.6% | 543,372 | $13.1M |
| CENTRAL TRUST Co | 0.31% | Add +14.4% | 527,888 | $12.7M |
| WJ Wealth Management, LLC | 4.31% | Add +0.2% | 520,354 | $12.5M |
| Novem Group | 1.79% | — | 499,189 | $12.0M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Add +186.7% | 492,853 | $11.9M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +10.7% | 452,222 | $10.9M |
| Strid Group, LLC | 1.68% | Add +21.0% | 448,258 | $10.8M |
| Global Retirement Partners, LLC | 0.31% | Add +6.0% | 443,906 | $10.7M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -9.3% | 420,552 | $10.2M |
| Windsor Capital Management, LLC | 2.88% | Add +1.0% | 403,917 | $9.7M |
| Commonwealth Financial Services, LLC | 1.87% | Add +2.7% | 395,452 | $9.5M |
| IFP Advisors, Inc | 0.28% | Add +12.0% | 355,759 | $8.6M |
| Lyell Wealth Management, LP | 0.74% | Add +4.7% | 341,272 | $8.2M |
| Spinnaker Trust | 0.51% | Add +29.9% | 335,036 | $8.1M |
| InvesTrust | 2.24% | — | 334,170 | $8.0M |
| Rebalance, LLC | 0.59% | New | 326,322 | $7.9M |
| Arcadia Investment Advisors LLC | 4.24% | Add +8.6% | 323,475 | $7.8M |
| Hamel Associates, Inc. | 2.50% | Add +1.6% | 322,340 | $7.8M |
| Allworth Financial LP | 0.04% | Add +38.3% | 319,737 | $7.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +392.7% | 314,426 | $7.6M |
| Osaic Holdings, Inc. | 0.02% | Add +3.5% | 310,069 | $7.5M |
| Wolfstich Capital, LLC | 6.40% | — | 299,957 | $7.2M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -3.3% | 296,407 | $7.1M |
| Leavell Investment Management, Inc. | 0.34% | Add +79.7% | 289,475 | $7.0M |
| MCF Advisors LLC | 0.49% | Add +2.6% | 288,657 | $6.9M |
| Peloton Wealth Strategists | 2.77% | Add +5.5% | 279,985 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | New | 278,132 | $6.7M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 262,817 | $6.3M |
| Moseley Investment Management Inc. | 2.40% | Add +6.4% | 255,272 | $6.1M |
| Fulton Breakefield Broenniman LLC | 0.44% | Reduce -3.5% | 254,478 | $6.1M |
| Sax Wealth Advisors, LLC | 0.46% | Add +15.7% | 245,146 | $5.9M |
| Parallel Advisors, LLC | 0.13% | Add +24.4% | 244,322 | $5.9M |
| Laurel Wealth Advisors LLC | 0.91% | Add +11.9% | 242,182 | $5.8M |
| First National Trust Co | 0.22% | Add +21.1% | 239,740 | $5.8M |
| Sandy Spring Bank | 0.23% | Reduce -5.9% | 237,225 | $5.7M |
| Signature Wealth Management Group | 2.20% | Reduce -0.7% | 227,743 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 2.32% | Add +5.8% | 225,641 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.7% | 223,697 | $5.4M |
| Atria Investments, Inc | 0.07% | Add +71.0% | 221,770 | $5.3M |
| Praetorian Wealth Management, Inc. | 1.26% | Add +3.3% | 216,002 | $5.2M |
| Mariner, LLC | 0.01% | Add +15.1% | 208,428 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +33.4% | 205,376 | $4.9M |
| United Capital Financial Advisors, LLC | 0.04% | Add +10.4% | 197,766 | $4.8M |
| Wick Capital Partners, LLC | 1.39% | Add +97.2% | 195,858 | $4.7M |
| Madden Advisory Services, Inc. | 2.19% | Add +24.6% | 195,746 | $4.7M |
| Beaumont Asset Management, L.L.C. | 2.70% | Add +19.4% | 193,832 | $4.7M |
| Weaver Consulting Group | 1.36% | Add +912.6% | 184,015 | $4.4M |
| Crews Bank & Trust | 0.74% | — | 182,645 | $4.4M |
| Sowell Financial Services LLC | 0.23% | Add +29.9% | 181,921 | $4.4M |
| IRON Financial LLC | 2.44% | Reduce -0.8% | 180,808 | $4.4M |
| Resonant Capital Advisors, LLC | 0.31% | Add +45.6% | 177,297 | $4.3M |
| Droms Strauss Advisors Inc. /Mo/ | 1.39% | Add +4.7% | 176,516 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.5% | 173,237 | $4.2M |
| Summit Investment Advisors, Inc. | 3.59% | — | 167,693 | $4.0M |
| Safeguard Financial, LLC | 0.87% | Add +61.1% | 165,807 | $4.0M |
"% 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.