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 |
| GAMMA Investing LLC | 0.34% | Add +56.4% | 165,200 | $4.0M |
| New England Private Wealth Advisors LLC | 0.62% | Add +72.1% | 162,841 | $3.9M |
| 4Thought Financial Group Inc. | 2.42% | Add +3.8% | 162,147 | $3.9M |
| CGN Advisors LLC | 0.38% | Add +10.5% | 162,001 | $3.9M |
| Integrated Advisors Network LLC | 0.18% | Add +337.2% | 155,975 | $3.8M |
| Foundation Wealth Management, LLC | 2.90% | Add +0.4% | 155,386 | $3.7M |
| Virginia Wealth Management Group, Inc. | 2.30% | Add +14.3% | 154,505 | $3.7M |
| Executive Wealth Management, LLC | 0.29% | Add +36.5% | 153,756 | $3.7M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -1.9% | 153,728 | $3.7M |
| Cornerstone Planning, LLC | 1.40% | — | 152,663 | $3.7M |
| STAR Financial Bank | 2.63% | Add +10.1% | 151,689 | $3.7M |
| Sonata Capital Group Inc. | 1.51% | Add +11.3% | 151,441 | $3.6M |
| Krilogy Financial LLC | 0.24% | Add +9.4% | 150,033 | $3.6M |
| EP Wealth Advisors, LLC | 0.03% | Add +18.6% | 148,799 | $3.6M |
| Citadel Advisors | 0.00% | Add +146.7% | 147,127 | $3.5M |
| Probity Advisors, Inc. | 0.68% | Add +6.7% | 147,046 | $3.5M |
| Great Diamond Partners, LLC | 0.88% | New | 141,783 | $3.4M |
| Sightline Wealth Advisors, LLC | 1.84% | Reduce -3.5% | 141,563 | $3.4M |
| Leo Wealth, LLC | 0.30% | Reduce -18.4% | 140,647 | $3.4M |
| Ironwood Financial, llc | 0.70% | Add +12.8% | 139,356 | $3.4M |
| Marathon Mission, Inc. | 2.28% | Add +2.4% | 139,099 | $3.3M |
| Sabal Trust CO | 0.19% | Add +26.9% | 138,808 | $3.3M |
| Wrapmanager Inc. | 0.84% | Add +3.8% | 136,511 | $3.3M |
| Hilltop Holdings Inc. | 0.19% | Add +42.1% | 127,597 | $3.1M |
| Evergreen Private Wealth LLC | 1.42% | Add +2.1% | 126,355 | $3.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +14.8% | 125,542 | $3.0M |
| Precedent Wealth Partners, LLC | 0.98% | Reduce -9.9% | 124,299 | $3.0M |
| Quantum Financial Advisors, LLC | 0.45% | Add +4.8% | 123,544 | $3.0M |
| Round Rock Advisors LLC | 0.59% | Reduce -7.3% | 119,924 | $2.9M |
| Centricity Wealth Management, LLC | 2.68% | — | 119,125 | $2.9M |
| Stonebrook Private Inc. | 0.73% | Add +9.8% | 115,618 | $2.8M |
| Associated Banc-Corp | 0.08% | Add +0.3% | 113,767 | $2.7M |
| Smith, Moore & Co. | 0.25% | Add +18.8% | 111,482 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.4% | 110,443 | $2.7M |
| McGlone Suttner Wealth Management, Inc. | 0.44% | Add +48.1% | 109,821 | $2.6M |
| Moneco Advisors, LLC | 0.28% | Add +15.7% | 109,734 | $2.6M |
| Black Swift Group, LLC | 0.53% | Add +109.9% | 104,015 | $2.5M |
| LifePlan Financial, LLC | 2.21% | Add +1.6% | 103,843 | $2.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | New | 99,176 | $2.4M |
| Kintra Wealth, LLC | 1.63% | Add +4.3% | 97,365 | $2.3M |
| Foundry Financial Group, Inc. | 1.45% | Add +1.5% | 97,364 | $2.3M |
| Fortis Capital Management LLC | 0.42% | Reduce -26.6% | 94,475 | $2.3M |
| Coldstream Capital Management Inc. | 0.05% | Reduce -6.5% | 94,173 | $2.3M |
| Thrivent Financial for Lutherans | 0.00% | Add +7.5% | 93,069 | $2.2M |
| Cary Street Partners Financial LLC | 0.07% | — | 91,598 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 90,384 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 90,384 | $2.2M |
| Phillips Financial Management, LLC | 0.17% | No change | 89,833 | $2.2M |
| Modern Wealth Management, LLC | 0.08% | Add +220.8% | 87,395 | $2.1M |
| Scissortail Wealth Management, LLC | 0.53% | Add +97016.9% | 86,434 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +4.8% | 85,735 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -2.4% | 85,703 | $2.1M |
| Chesley Taft & Associates LLC | 0.09% | Add +24.6% | 84,774 | $2.0M |
| Nestegg Advisors, Inc. | 2.05% | — | 83,927 | $2.0M |
| Covington Investment Advisors Inc. | 0.29% | Reduce -0.2% | 81,270 | $2.0M |
| First Fiduciary Investment Counsel, Inc. | 0.40% | Add +15.1% | 80,955 | $1.9M |
| Valley Wealth Managers, Inc. | 0.15% | Reduce -1.1% | 80,850 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +8.4% | 77,367 | $1.9M |
| Crescent Grove Advisors, LLC | 0.18% | No change | 77,193 | $1.9M |
| Regions Financial Corp. | 0.01% | Add +63.8% | 74,180 | $1.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.62% | Add +5.2% | 73,432 | $1.8M |
| Balentine LLC | 0.07% | Add +169.5% | 72,777 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -1.7% | 71,290 | $1.7M |
| Members Wealth LLC | 1.26% | — | 70,040 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.09% | New | 68,905 | $1.7M |
| Heartland Bank & Trust Co | 0.88% | Add +63.5% | 67,220 | $1.6M |
| Riverchase Wealth Management, LLC | 1.20% | — | 66,735 | $1.6M |
| Austin Private Wealth, LLC | 0.15% | New | 66,646 | $1.6M |
| Arcataur Capital Management LLC | 0.53% | Add +29.6% | 65,910 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +0.9% | 65,186 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 63,400 | $1.5M |
| Centric Wealth Management | 0.41% | New | 63,363 | $1.5M |
| Independent Advisor Alliance | 0.02% | New | 62,893 | $1.5M |
| Comerica Bank | 0.01% | Add +1.9% | 61,255 | $1.5M |
| Harbor Investment Advisory, LLC | 0.14% | Add +21.4% | 61,165 | $1.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.25% | Add +5.8% | 60,858 | $1.5M |
| Cypress Point Wealth Management, LLC | 0.44% | Add +90.3% | 59,000 | $1.4M |
| Harbor Advisory Corp. | 0.45% | Add +7.5% | 57,391 | $1.4M |
| Conrad Siegel Investment Advisors, Inc. | 0.37% | Add +21.6% | 57,073 | $1.4M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -4.5% | 57,028 | $1.4M |
| Stokes Family Office, LLC | 0.14% | No change | 56,425 | $1.4M |
| Redwood Financial Network Corp | 1.00% | Add +8.5% | 55,882 | $1.3M |
| JDM Financial Group LLC | 0.70% | Reduce -30.6% | 55,756 | $1.3M |
| Diversify Advisory Services, LLC | 0.07% | Add +55.7% | 54,572 | $1.3M |
| Element Wealth, LLC | 0.68% | Add +2.7% | 54,272 | $1.3M |
| 4J Wealth Management LLC | 1.02% | Add +19.3% | 52,385 | $1.3M |
| Farmers National Bank | 0.37% | — | 52,376 | $1.3M |
| Gould Asset Management LLC | 0.26% | Add +8.2% | 52,170 | $1.3M |
| Reliant Wealth Planning | 0.58% | Add +65.6% | 51,802 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.18% | Add +5.1% | 50,266 | $1.2M |
| First Manhattan Co. Llc. | 0.00% | Add +354.6% | 50,232 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +4.3% | 49,818 | $1.2M |
| Montecito Bank & Trust | 0.21% | Add +11.4% | 49,791 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Add +279.9% | 48,610 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -2.5% | 48,569 | $1.2M |
| Beacon Financial Group | 0.13% | Add +48.4% | 48,275 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.28% | Add +2.1% | 47,687 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.73% | Add +21.1% | 46,800 | $1.1M |
| Hurley Capital, LLC | 0.89% | — | 46,142 | $1.1M |
| 10Elms LLP | 1.37% | — | 45,569 | $1.1M |
| Provenance Wealth Advisors, LLC | 0.13% | Add +55.3% | 41,973 | $1.0M |
| Consolidated Portfolio Review Corp | 0.16% | Add +8.7% | 41,228 | $992K |
| Blue Square Asset Management, LLC | 0.49% | Reduce -0.5% | 40,770 | $981K |
| Horan Securities, Inc. | 0.37% | Reduce -6.8% | 40,379 | $972K |
| Cannon Financial Strategists, Inc. | 0.16% | Add +1.4% | 38,751 | $933K |
| Sigma Planning Corp | 0.03% | Add +2.1% | 38,451 | $926K |
| Summit Wealth Partners, LLC | 0.19% | Add +19.4% | 38,069 | $916K |
| TLWM | 0.18% | Add +8.9% | 37,904 | $912K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -35.4% | 37,894 | $912K |
| Matthew Goff Investment Advisor, LLC | 0.17% | Add +1.8% | 37,497 | $903K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +0.4% | 34,863 | $839K |
| Timber Creek Capital Management LLC | 0.24% | Reduce -13.6% | 34,736 | $836K |
| Granite Harbor Advisors, Inc. | 0.46% | New | 34,712 | $836K |
| Meitav Investment House Ltd. | 0.01% | Reduce -2.4% | 33,060 | $795K |
| Brookstone Capital Management | 0.01% | Add +19.1% | 32,667 | $786K |
| First Interstate Bank | 0.05% | Add +2.0% | 31,422 | $756K |
| Oldfather Financial Services, LLC | 0.29% | New | 31,107 | $749K |
| Ranch Capital Advisors Inc. | 0.35% | Add +2.8% | 30,797 | $741K |
| Bank of New York Mellon Corp | 0.00% | Add +19.4% | 30,485 | $734K |
| Robinson Smith Wealth Advisors LLC | 0.61% | No change | 29,668 | $714K |
| BlackRock, Inc. | 0.00% | Add +19862.3% | 29,145 | $702K |
| Penobscot Investment Management Company, Inc. | 0.06% | New | 28,752 | $692K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -3.5% | 28,561 | $687K |
| LBMC Investment Advisors, LLC | 0.05% | New | 28,350 | $682K |
| BridgePort Financial Solutions, LLC | 0.30% | — | 27,452 | $664K |
| Northwest Bancshares, Inc. | 0.12% | Add +71.1% | 26,956 | $649K |
| TFR Capital, LLC. | 0.31% | — | 26,244 | $632K |
| International Assets Investment Management, LLC | 0.05% | New | 26,255 | $632K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $626K |
| Ritholtz Wealth Management | 0.02% | Reduce -2.5% | 25,776 | $620K |
| Avantax Advisory Services, Inc. | 0.00% | Add +10.8% | 25,744 | $620K |
| Duncker Streett & Co. Inc. | 0.11% | Add +52.5% | 25,336 | $610K |
| Straight Path Wealth Management | 0.24% | Add +17.4% | 25,237 | $607K |
| Creekmur Asset Management LLC | 0.14% | No change | 24,983 | $601K |
| Autumn Glory Partners, LLC | 0.29% | Reduce -6.0% | 24,811 | $597K |
| Baird Financial Group, Inc. | 0.00% | Add +6.1% | 24,771 | $596K |
| Atwater Malick LLC | 0.20% | No change | 24,654 | $593K |
| Jones Financial Companies LLLP | 0.00% | Add +185.6% | 24,587 | $592K |
| Montis Financial, LLC | 0.18% | New | 24,327 | $586K |
| Adirondack Trust Co. | 0.22% | Add +6.6% | 24,118 | $580K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +0.6% | 24,047 | $579K |
| Barrett & Company, Inc. | 0.24% | Add +9.5% | 23,994 | $578K |
| One Plus One Wealth Management, LLC | 0.34% | New | 23,944 | $576K |
| Advisory Services Network, LLC | 0.01% | Add +101.7% | 23,303 | $561K |
| Roble, Belko & Company, Inc | 0.09% | Add +52.7% | 22,769 | $548K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +142.8% | 22,568 | $543K |
| Dearborn Partners LLC | 0.02% | Reduce -0.4% | 22,494 | $541K |
| Empirical Asset Management, LLC | 0.18% | No change | 22,309 | $537K |
| Mattern Capital Management, LLC | 0.07% | No change | 22,069 | $531K |
| Asset Dedication, LLC | 0.04% | Reduce -84.5% | 21,580 | $519K |
| KOM Wealth Management Group, LLC | 0.38% | Add +107.3% | 21,351 | $514K |
| Stockman Wealth Management, Inc. | 0.08% | Add +0.2% | 21,331 | $513K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +84.7% | 21,279 | $512K |
| M3 Advisory Group, LLC | 0.37% | Add +0.1% | 21,263 | $512K |
| 1900 Wealth Management LLC | 0.04% | Add +1.4% | 21,195 | $510K |
| Newman Dignan & Sheerar, Inc. | 0.13% | Add +0.0% | 20,727 | $499K |
| Mutual Advisors, LLC | 0.01% | Reduce -13.6% | 20,076 | $484K |
| BCS Wealth Management | 0.12% | No change | 20,102 | $484K |
| Silicon Valley Capital Partners | 0.05% | New | 19,064 | $459K |
| Mayflower Financial Advisors, LLC | 0.07% | No change | 18,929 | $456K |
| Steele Capital Management, Inc. | 0.02% | Reduce -10.1% | 18,876 | $454K |
| Strategic Blueprint, LLC | 0.03% | Add +0.1% | 18,739 | $451K |
| Barclays PLC | 0.00% | No change | 18,632 | $448K |
| Savant Capital, LLC | 0.00% | Reduce -32.5% | 18,626 | $448K |
| PSI Advisors, LLC | 0.13% | No change | 18,526 | $446K |
| Maryland Capital Advisors Inc. | 0.20% | Add +2.5% | 17,846 | $430K |
| Alterna Wealth Management, Inc. | 0.36% | Add +11.3% | 17,745 | $427K |
| Kades & Cheifetz LLC | 0.22% | Add +23.3% | 17,743 | $427K |
| First National Corp. /Ma/ | 0.10% | No change | 17,562 | $423K |
| Princeton Global Asset Management LLC | 0.08% | Add +64.6% | 17,141 | $413K |
| Principal Securities, Inc. | 0.01% | Add +0.6% | 15,991 | $385K |
| AMG National Trust Bank | 0.01% | New | 15,826 | $381K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.4% | 15,458 | $372K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 15,131 | $364K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +761.0% | 14,551 | $350K |
| Ancora Advisors LLC | 0.01% | Add +13.7% | 14,471 | $348K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +0.1% | 14,339 | $345K |
| Wealthspire Advisors, LLC | 0.00% | Add +40.9% | 14,305 | $344K |
| Mendota Financial Group, LLC | 0.22% | Reduce -35.0% | 14,219 | $342K |
| Eagle Strategies LLC | 0.06% | Add +0.9% | 13,773 | $332K |
| DecisionMap Wealth Management, LLC | 0.26% | — | 13,646 | $328K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,440 | $324K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.18% | Add +10.2% | 13,411 | $323K |
| Sunbelt Securities, Inc. | 0.03% | No change | 13,142 | $316K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Add +412.0% | 12,800 | $308K |
| Horizons Wealth Management | 0.24% | Reduce -7.3% | 12,719 | $306K |
| Cooper/Haims Advisors, LLC | 0.17% | No change | 12,706 | $306K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.0% | 12,595 | $303K |
| Belpointe Asset Management LLC | 0.02% | Add +36.4% | 12,366 | $299K |
| Gradient Capital Advisors, LLC | 0.09% | Add +1.8% | 12,041 | $290K |
| Ledyard National Bank | 0.03% | No change | 11,779 | $284K |
| Buttonwood Financial Advisors Inc. | 0.12% | New | 11,761 | $283K |
| World Investment Advisors | 0.01% | No change | 11,659 | $281K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.0% | 11,545 | $278K |
| Fullcircle Wealth LLC | 0.11% | Reduce -3.8% | 11,341 | $273K |
| MKT Advisors LLC | 0.11% | Reduce -12.3% | 10,725 | $259K |
| Cypress Wealth Services, LLC | 0.05% | No change | 10,628 | $256K |
| Pine Haven Investment Counsel, Inc | 0.21% | New | 10,600 | $255K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,575 | $255K |
| Harbour Investments, Inc. | 0.01% | Add +18.1% | 10,568 | $254K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 10,435 | $251K |
| KPP Advisory Services LLC | 0.06% | Add +23.8% | 10,390 | $250K |
| Wealth Advisory Solutions, LLC | 0.07% | New | 10,010 | $241K |
| Cornerstone Financial Group, LLC | 0.23% | — | 9,807 | $236K |
| Bank of New Hampshire | 0.06% | No change | 9,755 | $235K |
| CIBC Private Wealth Group LLC | 0.00% | Add +178.5% | 9,683 | $233K |
| Addison Advisors LLC | 0.06% | Add +3.3% | 9,405 | $226K |
| Blue Barn Wealth, LLC | 0.12% | New | 9,112 | $219K |
| Hills Bank & Trust Co | 0.02% | New | 8,752 | $211K |
| Exchange Capital Management, Inc. | 0.03% | Reduce -75.4% | 8,749 | $211K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 8,325 | $200K |
| Global Endowment Management, LP | 0.03% | New | 8,310 | $200K |
| Arcadia Investment Management Corp. | 0.03% | No change | 7,500 | $181K |
| Wells Financial Advisors INC | 0.23% | No change | 6,990 | $168K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,700 | $161K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 6,408 | $154K |
| Fifth Third Bancorp | 0.00% | Add +7.1% | 6,336 | $153K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,110 | $123K |
| Private Trust Co. NA | 0.01% | Reduce -4.9% | 4,915 | $118K |
| Coastline Trust Co | 0.01% | No change | 4,892 | $118K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 4,890 | $118K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +41.4% | 4,844 | $117K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +0.2% | 4,114 | $99K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $91K |
| Trust Co | 0.01% | No change | 3,671 | $88K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.7% | 3,187 | $77K |
| Bank of Montreal | 0.00% | No change | 3,079 | $74K |
| Valley National Advisers Inc. | 0.01% | No change | 2,583 | $62K |
| CVA Family Office, LLC | 0.01% | No change | 2,520 | $61K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $48K |
| First United Bank & Trust | 0.02% | New | 2,008 | $48K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $48K |
| United Community Bank | 0.02% | Reduce -35.4% | 1,825 | $44K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -87.6% | 1,812 | $44K |
| Bokf, NA | 0.00% | No change | 1,808 | $44K |
| 2UniFi Bank | 0.03% | — | 1,755 | $42K |
| Stephens Consulting, LLC | 0.01% | Add +1.3% | 1,682 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 1,565 | $38K |
| Eastern Bank | 0.00% | No change | 1,440 | $35K |
| Spire Wealth Management | 0.00% | No change | 1,400 | $34K |
| Legacy Bridge, LLC | 0.02% | Add +164.3% | 1,311 | $32K |
| Robbins Farley | 0.02% | Add +5.8% | 1,305 | $31K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.8% | 1,305 | $31K |
| Hemington Wealth Management | 0.01% | Add +11.1% | 1,327 | $31K |
| 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 |
| Blue Trust, Inc. | 0.00% | New | 747 | $18K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 711 | $17K |
| Kennebec Savings Bank | 0.02% | No change | 665 | $16K |
| AE Wealth Management LLC | 0.00% | New | 628 | $15K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | — | 625 | $15K |
| Whittier Trust Co. | 0.00% | New | 547 | $13K |
| Logan Capital Management Inc. | 0.00% | No change | 521 | $13K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 500 | $12K |
| Capital Analysts, LLC | 0.00% | Add +1.0% | 490 | $12K |
| Signaturefd, LLC | 0.00% | Reduce -30.8% | 415 | $10K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 402 | $10K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Peoples Bank | 0.01% | No change | 300 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 291 | $7K |
| FMR LLC | 0.00% | Add +10550.0% | 213 | $5K |
| Kestra Investment Management, LLC | 0.00% | New | 164 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 116 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 65 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 17 | $409 |
| Citigroup Inc. | 0.00% | Reduce -79.2% | 5 | $120 |
"% 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.