iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q1 2025 (March 31)390holders +23
41new positions
18sold out
2famous investors
$24.21avg. 13F price*
At the end of Q1 2025, 390 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, up 23 from Q4 2024. 41 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($217.0M), Morgan Stanley ($101.2M) and HM Payson & Co. ($66.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $101.2M |
| Exits | 18 | $60.3M |
All 13F filers, Q4 2024 → Q1 2025: 11,277,436 shares bought and 8,986,719 shares sold, net +2,290,717 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 390 holders
| Bank of America Corp. | 0.02% | Add +6.7% | 8,961,930 | $217.0M |
| Morgan Stanley | 0.01% | Add +5.3% | 4,180,253 | $101.2M |
| HM Payson & Co. | 1.17% | Add +24.2% | 2,755,765 | $66.7M |
| LPL Financial LLC | 0.02% | Add +14.6% | 2,622,627 | $63.5M |
| Mercer Global Advisors Inc. | 0.14% | Add +16.9% | 2,573,674 | $62.3M |
| Raymond James Financial Inc. | 0.02% | Add +16.4% | 2,394,660 | $58.0M |
| Capital Advisors Inc. | 1.15% | Add +7.1% | 2,377,526 | $57.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.7% | 2,322,476 | $56.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -50.0% | 2,136,606 | $51.7M |
| Sarver Vrooman Wealth Advisors | 28.11% | — | 1,744,976 | $42.2M |
| Royal Bank of Canada | 0.01% | Add +17.9% | 1,477,727 | $35.8M |
| Sound View Wealth Advisors Group, LLC | 2.80% | Add +7.8% | 1,409,703 | $34.1M |
| Wells Fargo & Company | 0.01% | Reduce -54.0% | 1,334,759 | $32.3M |
| Gratus Wealth Advisors, LLC | 5.16% | Add +3.1% | 1,297,632 | $31.4M |
| Howland Capital Management LLC | 1.29% | Reduce -0.4% | 1,194,473 | $28.9M |
| Captrust Financial Advisors | 0.07% | Add +32.2% | 1,171,737 | $28.4M |
| Shufro Rose & Co. LLC | 2.14% | Reduce -23.4% | 1,108,718 | $26.8M |
| Sigma Investment Counselors Inc. | 1.63% | Add +2.4% | 1,098,415 | $26.6M |
| Kathmere Capital Management, LLC | 2.24% | Add +10.0% | 1,085,993 | $26.3M |
| HighTower Advisors, LLC | 0.04% | New | 1,070,732 | $25.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +25.6% | 1,046,632 | $25.3M |
| TABR Capital Management, LLC | 26.26% | Add +3.1% | 1,040,808 | $25.2M |
| Renaissance Technologies | 0.04% | Add +78.3% | 1,034,008 | $25.0M |
| Woodmont Investment Counsel LLC | 1.80% | Reduce -0.6% | 1,029,630 | $24.9M |
| RVW Wealth, LLC | 2.33% | Add +6.5% | 1,021,682 | $24.7M |
| Truist Financial Corp. | 0.03% | Reduce -2.8% | 881,521 | $21.3M |
| Klingman & Associates, LLC | 1.23% | New | 828,755 | $20.1M |
| Venture Visionary Partners LLC | 0.82% | Reduce -1.1% | 811,145 | $19.6M |
| Capital Investment Advisors, LLC | 0.38% | Add +4.6% | 798,829 | $19.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -13.5% | 753,807 | $18.2M |
| US Bancorp \de | 0.02% | Add +3.6% | 713,190 | $17.3M |
| NewEdge Advisors, LLC | 0.10% | Reduce -2.9% | 689,450 | $16.7M |
| Summit Asset Management, LLC | 2.85% | Add +2.2% | 679,379 | $16.4M |
| Journey Advisory Group, LLC | 1.33% | Add +19.9% | 671,799 | $16.3M |
| MV Capital Management, Inc. | 1.70% | Add +6.0% | 654,981 | $15.9M |
| Glenview Trust Co | 0.30% | Add +2.3% | 632,666 | $15.3M |
| Cwm, LLC | 0.06% | Add +14.1% | 619,695 | $15.0M |
| Creative Planning | 0.01% | Add +3.3% | 616,532 | $14.9M |
| Benjamin Edwards Inc. | 0.21% | Add +11.5% | 607,240 | $14.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +9.1% | 603,068 | $14.6M |
| Arrow Financial Corp | 1.57% | Reduce -0.7% | 580,936 | $14.1M |
| Buffington Mohr McNeal | 2.73% | Reduce -4.2% | 571,694 | $13.8M |
| CENTRAL TRUST Co | 0.33% | Add +5.1% | 554,970 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +1.3% | 554,018 | $13.4M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +12.3% | 553,501 | $13.4M |
| Novem Group | 1.77% | Add +3.8% | 517,898 | $12.5M |
| Strid Group, LLC | 1.90% | Add +12.8% | 505,816 | $12.2M |
| Keeler Thomas Management LLC | 5.96% | Reduce -23.9% | 502,548 | $12.2M |
| Cowa, LLC | 4.77% | New | 461,267 | $11.2M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +1.6% | 459,490 | $11.1M |
| Bulltick Wealth Management, LLC | 2.89% | Reduce -48.0% | 450,515 | $10.9M |
| Rebalance, LLC | 0.80% | Add +36.9% | 446,708 | $10.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +2.8% | 432,458 | $10.5M |
| Spinnaker Trust | 0.68% | Add +28.5% | 430,389 | $10.4M |
| Windsor Capital Management, LLC | 3.03% | Add +1.0% | 407,958 | $9.9M |
| IFP Advisors, Inc | 0.30% | Add +11.4% | 396,183 | $9.6M |
| Lyell Wealth Management, LP | 0.82% | Add +6.8% | 364,517 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +11.8% | 351,492 | $8.5M |
| InvesTrust | 2.22% | Add +0.2% | 334,826 | $8.1M |
| Arcadia Investment Advisors LLC | 4.51% | Add +3.0% | 333,206 | $8.1M |
| Black Swift Group, LLC | 1.81% | Add +217.8% | 330,520 | $8.0M |
| Leavell Investment Management, Inc. | 0.38% | Add +10.3% | 319,211 | $7.7M |
| Allworth Financial LP | 0.04% | Reduce -3.1% | 309,776 | $7.5M |
| First National Trust Co | 0.30% | Add +28.2% | 307,314 | $7.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.1% | 306,679 | $7.4M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +1.5% | 300,831 | $7.3M |
| Peloton Wealth Strategists | 3.08% | Add +6.4% | 297,820 | $7.2M |
| MCF Advisors LLC | 0.50% | Reduce -0.1% | 288,466 | $7.0M |
| Moseley Investment Management Inc. | 2.71% | Add +12.2% | 286,360 | $6.9M |
| Wolfstich Capital, LLC | 6.22% | No change | 299,957 | $6.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 281,992 | $6.8M |
| Sax Wealth Advisors, LLC | 0.48% | Add +13.7% | 278,785 | $6.7M |
| Kesler, Norman & Wride, LLC | 1.26% | New | 273,692 | $6.6M |
| Fulton Breakefield Broenniman LLC | 0.45% | Add +1.6% | 258,444 | $6.3M |
| Hamel Associates, Inc. | 2.08% | Reduce -21.7% | 252,444 | $6.1M |
| Private Advisor Group, LLC | 0.04% | Add +127.2% | 250,889 | $6.1M |
| WJ Wealth Management, LLC | 2.15% | Reduce -51.8% | 250,658 | $6.1M |
| Wick Capital Partners, LLC | 1.80% | Add +27.1% | 248,841 | $6.0M |
| Eight 31 Financial, LLC | 3.83% | New | 246,555 | $6.0M |
| Laurel Wealth Advisors LLC | 0.93% | Add +1.7% | 246,407 | $6.0M |
| Sandy Spring Bank | 0.25% | Add +3.7% | 245,963 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +15.1% | 236,411 | $5.7M |
| Praetorian Wealth Management, Inc. | 1.37% | Add +7.5% | 232,174 | $5.6M |
| Atria Investments, Inc | 0.07% | Add +4.4% | 231,451 | $5.6M |
| Signature Wealth Management Group | 2.17% | Add +1.1% | 230,154 | $5.6M |
| Madden Advisory Services, Inc. | 2.55% | Add +15.5% | 226,142 | $5.5M |
| Mariner, LLC | 0.01% | Add +8.4% | 225,997 | $5.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.0% | 225,981 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 2.42% | Reduce -1.5% | 222,275 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +28.2% | 222,097 | $5.4M |
| United Capital Financial Advisors, LLC | 0.04% | Add +8.1% | 213,823 | $5.2M |
| Beaumont Asset Management, L.L.C. | 3.11% | Add +9.7% | 212,647 | $5.1M |
| Jane Street Group, LLC | 0.01% | New | 212,285 | $5.1M |
| Parallel Advisors, LLC | 0.11% | Reduce -14.2% | 209,689 | $5.1M |
| Safeguard Financial, LLC | 1.10% | Add +25.0% | 207,274 | $5.0M |
| Crews Bank & Trust | 0.84% | Add +11.6% | 203,820 | $4.9M |
| Integrated Advisors Network LLC | 0.25% | Add +29.3% | 201,743 | $4.9M |
| GAMMA Investing LLC | 0.36% | Add +20.9% | 199,650 | $4.8M |
| 4Thought Financial Group Inc. | 2.80% | Add +15.6% | 187,396 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.54% | Add +5.2% | 185,763 | $4.5M |
"% 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.