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 |
| Sowell Financial Services LLC | 0.20% | Add +2.1% | 185,713 | $4.5M |
| Weaver Consulting Group | 1.31% | Reduce -2.1% | 180,139 | $4.4M |
| Resonant Capital Advisors, LLC | 0.30% | Add +1.2% | 179,374 | $4.3M |
| Summit Investment Advisors, Inc. | 3.83% | Add +6.4% | 178,471 | $4.3M |
| Virginia Wealth Management Group, Inc. | 2.61% | Add +13.1% | 174,705 | $4.2M |
| New England Private Wealth Advisors LLC | 0.64% | Add +4.2% | 169,654 | $4.1M |
| CGN Advisors LLC | 0.40% | Add +4.2% | 168,736 | $4.1M |
| Drive Wealth Management, LLC | 0.94% | New | 166,091 | $4.0M |
| Sabal Trust CO | 0.22% | Add +15.7% | 160,582 | $3.9M |
| STAR Financial Bank | 2.84% | Add +5.6% | 160,223 | $3.9M |
| Ironwood Financial, llc | 0.82% | Add +13.3% | 157,954 | $3.8M |
| Sonata Capital Group Inc. | 1.64% | Add +2.5% | 155,301 | $3.8M |
| Moneco Advisors, LLC | 0.39% | Add +41.5% | 155,231 | $3.8M |
| Foundation Wealth Management, LLC | 2.92% | Reduce -1.0% | 153,892 | $3.7M |
| Quantum Financial Advisors, LLC | 0.55% | Add +23.2% | 152,227 | $3.7M |
| IRON Financial LLC | 2.06% | Reduce -16.0% | 151,899 | $3.7M |
| Probity Advisors, Inc. | 0.70% | Add +3.0% | 151,460 | $3.7M |
| Integrated Wealth Concepts LLC | 0.04% | Add +76.0% | 150,798 | $3.7M |
| EP Wealth Advisors, LLC | 0.03% | Reduce -1.4% | 146,634 | $3.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +16.4% | 146,155 | $3.5M |
| Great Diamond Partners, LLC | 0.96% | Add +2.6% | 145,448 | $3.5M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -6.3% | 144,080 | $3.5M |
| Krilogy Financial LLC | 0.23% | Reduce -4.3% | 143,608 | $3.5M |
| Deutsche Bank AG | 0.00% | New | 142,748 | $3.5M |
| Leo Wealth, LLC | 0.50% | Add +1.2% | 142,334 | $3.4M |
| Sightline Wealth Advisors, LLC | 1.79% | Reduce -0.7% | 140,641 | $3.4M |
| Wrapmanager Inc. | 0.88% | Add +1.8% | 138,903 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -8.9% | 134,001 | $3.2M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +72.5% | 133,462 | $3.2M |
| Centricity Wealth Management, LLC | 2.82% | Add +7.7% | 128,319 | $3.1M |
| Evergreen Private Wealth LLC | 1.45% | Add +1.6% | 128,318 | $3.1M |
| Round Rock Advisors LLC | 0.57% | Add +6.1% | 127,251 | $3.1M |
| Modern Wealth Management, LLC | 0.10% | Add +41.3% | 123,480 | $3.0M |
| Stonebrook Private Inc. | 0.76% | Add +3.7% | 119,947 | $2.9M |
| McGlone Suttner Wealth Management, Inc. | 0.45% | Add +3.1% | 113,187 | $2.7M |
| Precedent Wealth Partners, LLC | 0.75% | Reduce -9.9% | 111,983 | $2.7M |
| Associated Banc-Corp | 0.08% | Reduce -1.6% | 111,979 | $2.7M |
| Foundry Financial Group, Inc. | 1.63% | Add +12.0% | 109,017 | $2.6M |
| LifePlan Financial, LLC | 2.27% | Add +3.6% | 107,623 | $2.6M |
| HRT Financial LP | 0.02% | New | 107,557 | $2.6M |
| Coldstream Capital Management Inc. | 0.05% | Add +12.9% | 106,289 | $2.6M |
| Prospera Financial Services Inc | 0.06% | New | 106,288 | $2.6M |
| Scissortail Wealth Management, LLC | 0.66% | Add +22.5% | 105,866 | $2.6M |
| Cornell Pochily Investment Advisors, Inc. | 0.90% | Add +44.1% | 105,839 | $2.6M |
| Smith, Moore & Co. | 0.23% | Reduce -7.0% | 103,737 | $2.5M |
| Marathon Mission, Inc. | 1.72% | Reduce -26.8% | 101,844 | $2.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -0.5% | 98,680 | $2.4M |
| Regions Financial Corp. | 0.02% | Add +26.6% | 93,933 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.4% | 91,613 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +1.4% | 91,613 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +83.3% | 91,289 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +6.4% | 91,250 | $2.2M |
| Phillips Financial Management, LLC | 0.17% | No change | 89,833 | $2.2M |
| Heartland Bank & Trust Co | 1.08% | Add +28.7% | 86,505 | $2.1M |
| Kintra Wealth, LLC | 1.41% | Reduce -11.2% | 86,491 | $2.1M |
| Chesley Taft & Associates LLC | 0.10% | Add +1.5% | 86,043 | $2.1M |
| Cary Street Partners Financial LLC | 0.07% | Reduce -6.4% | 85,763 | $2.1M |
| Klaas Financial Asset Advisors, LLC | 0.36% | Add +76.2% | 85,646 | $2.1M |
| Fortis Capital Management LLC | 0.40% | Reduce -9.4% | 85,630 | $2.1M |
| Covington Investment Advisors Inc. | 0.31% | Add +2.6% | 83,415 | $2.0M |
| Members Wealth LLC | 1.48% | Add +15.9% | 81,214 | $2.0M |
| First Fiduciary Investment Counsel, Inc. | 0.41% | Reduce -1.8% | 79,470 | $1.9M |
| Balentine LLC | 0.08% | Add +8.2% | 78,772 | $1.9M |
| First Manhattan Co. Llc. | 0.01% | Add +55.7% | 78,189 | $1.9M |
| Valley Wealth Managers, Inc. | 0.14% | Reduce -4.9% | 76,920 | $1.9M |
| Crescent Grove Advisors, LLC | 0.19% | Reduce -0.6% | 76,763 | $1.9M |
| Riverchase Wealth Management, LLC | 1.26% | Add +11.4% | 74,331 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 71,080 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +44.0% | 69,932 | $1.7M |
| Austin Private Wealth, LLC | 0.15% | Add +2.5% | 68,309 | $1.7M |
| Arcataur Capital Management LLC | 0.56% | Add +2.2% | 67,355 | $1.6M |
| Harbor Investment Advisory, LLC | 0.16% | Add +9.5% | 66,994 | $1.6M |
| Centric Wealth Management | 0.43% | Add +5.6% | 66,893 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Reduce -1.6% | 64,146 | $1.6M |
| Paradigm, Strategies in Wealth Management, LLC | 1.05% | Reduce -7.0% | 64,046 | $1.6M |
| Comerica Bank | 0.01% | Add +3.6% | 63,453 | $1.5M |
| AlTi Global, Inc. | 0.04% | No change | 63,400 | $1.5M |
| Northwest Bancshares, Inc. | 0.27% | Add +127.2% | 61,250 | $1.5M |
| Stokes Family Office, LLC | 0.17% | Add +7.7% | 60,778 | $1.5M |
| Baron Silver Stevens Financial Advisors, LLC | 0.25% | Reduce -2.3% | 59,485 | $1.4M |
| Cypress Point Wealth Management, LLC | 0.45% | No change | 59,000 | $1.4M |
| Archford Capital Strategies, LLC | 0.21% | Add +3.1% | 58,774 | $1.4M |
| Conrad Siegel Investment Advisors, Inc. | 0.36% | Add +2.6% | 58,563 | $1.4M |
| Redwood Financial Network Corp | 1.06% | Add +2.9% | 57,492 | $1.4M |
| Harbor Advisory Corp. | 0.47% | No change | 57,391 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +51.4% | 57,375 | $1.4M |
| Diversify Advisory Services, LLC | 0.08% | Add +0.9% | 55,059 | $1.3M |
| Godshalk Welsh Capital Management, Inc. | 0.87% | Add +17.5% | 55,000 | $1.3M |
| Nestegg Advisors, Inc. | 1.41% | Reduce -34.9% | 54,611 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +85.3% | 53,997 | $1.3M |
| Farmers National Bank | 0.36% | Add +1.6% | 53,204 | $1.3M |
| Hurley Capital, LLC | 0.97% | Add +14.9% | 53,038 | $1.3M |
| Element Wealth, LLC | 0.68% | Reduce -2.8% | 52,740 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | New | 52,676 | $1.3M |
| Montecito Bank & Trust | 0.22% | Add +4.8% | 52,156 | $1.3M |
| Gould Asset Management LLC | 0.26% | Reduce -0.1% | 52,110 | $1.3M |
| 4J Wealth Management LLC | 0.99% | Reduce -1.0% | 51,871 | $1.3M |
| Commonwealth Financial Services, LLC | 0.26% | Reduce -86.9% | 51,784 | $1.3M |
| Cherry Tree Wealth Management, LLC | 0.30% | Add +8.2% | 51,582 | $1.2M |
| Old Mission Capital LLC | 0.02% | New | 51,171 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.18% | Reduce -1.6% | 49,448 | $1.2M |
| Beacon Financial Group | 0.13% | Add +0.3% | 48,445 | $1.2M |
| One Plus One Wealth Management, LLC | 0.63% | Add +99.3% | 47,708 | $1.2M |
| Reliant Wealth Planning | 0.52% | Reduce -8.8% | 47,258 | $1.1M |
| 10Elms LLP | 1.34% | Add +3.0% | 46,959 | $1.1M |
| LBMC Investment Advisors, LLC | 0.09% | Add +65.2% | 46,825 | $1.1M |
| Rossmore Private Capital | 0.14% | New | 45,424 | $1.1M |
| Consolidated Portfolio Review Corp | 0.18% | Add +9.8% | 45,270 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +81.0% | 44,492 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | New | 44,162 | $1.1M |
| JDM Financial Group LLC | 0.54% | Reduce -21.0% | 44,032 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +7.8% | 41,451 | $1.0M |
| Blue Square Asset Management, LLC | 0.53% | Add +0.3% | 40,901 | $990K |
| Horan Securities, Inc. | 0.37% | Reduce -0.8% | 40,063 | $970K |
| Cannon Financial Strategists, Inc. | 0.16% | Add +0.7% | 39,022 | $945K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +7.2% | 37,360 | $904K |
| TLWM | 0.18% | Reduce -1.6% | 37,282 | $903K |
| Summit Wealth Partners, LLC | 0.18% | Reduce -3.9% | 36,571 | $885K |
| Provenance Wealth Advisors, LLC | 0.13% | Reduce -14.2% | 36,001 | $872K |
| Timber Creek Capital Management LLC | 0.22% | Add +0.2% | 34,790 | $842K |
| NovaPoint Capital, LLC | 0.26% | New | 34,556 | $837K |
| Matthew Goff Investment Advisor, LLC | 0.15% | Reduce -7.9% | 34,526 | $836K |
| Brookstone Capital Management | 0.01% | Add +4.7% | 34,200 | $828K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -63.8% | 33,657 | $810K |
| Littlejohn Financial Services, Inc. | 0.62% | New | 32,411 | $785K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +12.7% | 32,402 | $784K |
| PFG Private Wealth Management, LLC | 0.42% | Reduce -94.7% | 32,364 | $784K |
| Bank of New York Mellon Corp | 0.00% | Add +4.4% | 31,833 | $771K |
| Blue Trust, Inc. | 0.01% | Add +4160.4% | 31,825 | $770K |
| RFP Financial Group LLC | 0.31% | New | 31,782 | $769K |
| Atwater Malick LLC | 0.26% | Add +28.1% | 31,572 | $764K |
| Oldfather Financial Services, LLC | 0.29% | No change | 31,107 | $753K |
| First Interstate Bank | 0.04% | Reduce -2.0% | 30,798 | $746K |
| Avantax Advisory Services, Inc. | 0.00% | Add +18.1% | 30,417 | $736K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Add +34.7% | 30,399 | $736K |
| PNC Financial Services Group, Inc. | 0.00% | Add +46570.8% | 30,336 | $734K |
| Robinson Smith Wealth Advisors LLC | 0.60% | No change | 29,668 | $718K |
| Eldridge Investment Advisors, Inc. | 0.16% | New | 29,289 | $709K |
| Avantax Planning Partners, Inc. | 0.03% | Add +2.2% | 29,188 | $707K |
| Ranch Capital Advisors Inc. | 0.33% | Reduce -5.5% | 29,110 | $705K |
| Straight Path Wealth Management | 0.28% | Add +12.3% | 28,348 | $686K |
| BridgePort Financial Solutions, LLC | 0.30% | No change | 27,452 | $665K |
| International Assets Investment Management, LLC | 0.06% | Add +3.5% | 27,175 | $658K |
| Autumn Glory Partners, LLC | 0.32% | Add +8.1% | 26,811 | $649K |
| Mgo One Seven LLC | 0.03% | New | 26,541 | $643K |
| KOM Wealth Management Group, LLC | 0.56% | Add +23.1% | 26,294 | $637K |
| Adirondack Trust Co. | 0.25% | Add +8.2% | 26,084 | $631K |
| Advisory Services Network, LLC | 0.01% | Add +11.8% | 26,057 | $631K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $629K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 25,336 | $613K |
| Alterna Wealth Management, Inc. | 0.46% | Add +39.6% | 24,780 | $600K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 24,525 | $594K |
| Barrett & Company, Inc. | 0.25% | Add +1.8% | 24,419 | $591K |
| Ritholtz Wealth Management | 0.02% | Reduce -5.8% | 24,273 | $588K |
| TFR Capital, LLC. | 0.24% | Reduce -10.6% | 23,470 | $568K |
| Mayflower Financial Advisors, LLC | 0.09% | Add +22.2% | 23,129 | $560K |
| Montis Financial, LLC | 0.16% | Reduce -5.5% | 22,985 | $556K |
| Maryland Capital Advisors Inc. | 0.24% | Add +27.9% | 22,816 | $552K |
| Roble, Belko & Company, Inc | 0.09% | Add +0.0% | 22,770 | $551K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +6.9% | 22,754 | $551K |
| Strategic Blueprint, LLC | 0.03% | Add +20.7% | 22,612 | $547K |
| Mattern Capital Management, LLC | 0.07% | Add +1.3% | 22,349 | $541K |
| Dearborn Partners LLC | 0.03% | Reduce -0.7% | 22,348 | $541K |
| Empirical Asset Management, LLC | 0.18% | No change | 22,309 | $540K |
| BCS Wealth Management | 0.14% | Add +10.3% | 22,176 | $537K |
| Creekmur Asset Management LLC | 0.11% | Reduce -11.6% | 22,097 | $535K |
| Spectrum Wealth Counsel, LLC | 0.06% | Reduce -10.9% | 21,420 | $519K |
| Granite Harbor Advisors, Inc. | 0.27% | Reduce -38.5% | 21,353 | $517K |
| 1900 Wealth Management LLC | 0.04% | Add +0.7% | 21,344 | $517K |
| Mutual Advisors, LLC | 0.01% | No change | 20,076 | $486K |
| Newman Dignan & Sheerar, Inc. | 0.13% | Reduce -5.4% | 19,609 | $475K |
| Stockman Wealth Management, Inc. | 0.07% | Reduce -8.3% | 19,552 | $473K |
| Lee Financial Co | 0.07% | New | 19,330 | $468K |
| AMG National Trust Bank | 0.01% | Add +19.8% | 18,956 | $459K |
| Steele Capital Management, Inc. | 0.02% | No change | 18,876 | $457K |
| Barclays PLC | 0.00% | No change | 18,632 | $451K |
| Savant Capital, LLC | 0.00% | Reduce -0.2% | 18,592 | $450K |
| DecisionMap Wealth Management, LLC | 0.34% | Add +35.9% | 18,542 | $449K |
| PSI Advisors, LLC | 0.15% | No change | 18,526 | $449K |
| Princeton Global Asset Management LLC | 0.09% | Add +4.2% | 17,862 | $432K |
| First National Corp. /Ma/ | 0.09% | No change | 17,562 | $425K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +68.0% | 17,531 | $424K |
| Two Sigma Securities, LLC | 0.06% | New | 17,238 | $417K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.6% | 16,826 | $407K |
| StoneX Group Inc. | 0.02% | New | 16,533 | $400K |
| Tableaux LLC | 0.29% | New | 16,451 | $398K |
| Spire Wealth Management | 0.01% | Add +1067.1% | 16,340 | $396K |
| Principal Securities, Inc. | 0.01% | No change | 15,991 | $385K |
| Trust Co of Kansas | 0.20% | New | 15,808 | $383K |
| Fullcircle Wealth LLC | 0.16% | Add +38.2% | 15,675 | $380K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 14,473 | $350K |
| Wealthspire Advisors, LLC | 0.00% | No change | 14,305 | $346K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -1.1% | 14,178 | $343K |
| Eagle Strategies LLC | 0.06% | Add +0.5% | 13,837 | $335K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.19% | Add +2.0% | 13,681 | $331K |
| Sunbelt Securities, Inc. | 0.03% | Add +3.8% | 13,642 | $330K |
| Gradient Capital Advisors, LLC | 0.11% | Add +13.2% | 13,630 | $330K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,440 | $325K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Reduce -14.3% | 13,248 | $321K |
| Oppenheimer & Co. Inc. | 0.00% | Add +4.6% | 13,174 | $319K |
| Accretive Wealth Partners, LLC | 0.11% | New | 12,810 | $309K |
| Financial Advisory Corp | 0.05% | New | 12,764 | $309K |
| Horizons Wealth Management | 0.23% | No change | 12,719 | $308K |
| Cooper/Haims Advisors, LLC | 0.17% | No change | 12,706 | $308K |
| Harbour Investments, Inc. | 0.01% | Add +18.6% | 12,535 | $303K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -2.3% | 12,500 | $303K |
| Yoder Wealth Management, Inc. | 0.17% | New | 12,300 | $298K |
| Jacobi Capital Management LLC | 0.02% | New | 11,954 | $289K |
| Townsquare Capital LLC | 0.00% | New | 11,865 | $287K |
| Ledyard National Bank | 0.03% | No change | 11,779 | $285K |
| Buttonwood Financial Advisors Inc. | 0.13% | No change | 11,761 | $285K |
| Calton & Associates, Inc. | 0.06% | New | 11,686 | $283K |
| World Investment Advisors | 0.01% | No change | 11,659 | $282K |
| Pine Haven Investment Counsel, Inc | 0.24% | Add +9.4% | 11,600 | $281K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 11,545 | $280K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -25.2% | 11,323 | $274K |
| Belpointe Asset Management LLC | 0.01% | Reduce -11.3% | 10,970 | $266K |
| Highland Financial Advisors, LLC | 0.09% | No change | 10,575 | $256K |
| ADG Wealth Management Group, LLC | 0.24% | New | 10,467 | $253K |
| KPP Advisory Services LLC | 0.05% | Add +0.1% | 10,397 | $252K |
| Banque Cantonale Vaudoise | 0.01% | — | 10,333 | $250K |
| MKT Advisors LLC | 0.11% | Reduce -5.9% | 10,088 | $243K |
| Wealth Advisory Solutions, LLC | 0.06% | No change | 10,010 | $242K |
| Cove Private Wealth, LLC | 0.13% | New | 10,000 | $242K |
| Cornerstone Financial Group, LLC | 0.22% | Add +1.4% | 9,945 | $240K |
| Bank of New Hampshire | 0.06% | No change | 9,755 | $236K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 9,688 | $233K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -11.6% | 9,399 | $228K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 9,246 | $224K |
| Addison Advisors LLC | 0.06% | Reduce -2.9% | 9,135 | $221K |
| Blue Barn Wealth, LLC | 0.12% | No change | 9,112 | $221K |
| Hills Bank & Trust Co | 0.01% | No change | 8,752 | $212K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 8,590 | $208K |
| Exchange Capital Management, Inc. | 0.03% | Reduce -2.6% | 8,521 | $206K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 8,406 | $204K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,325 | $202K |
| Global Endowment Management, LP | 0.03% | No change | 8,310 | $201K |
| Planned Solutions, Inc. | 0.08% | New | 8,295 | $201K |
| Asset Dedication, LLC | 0.01% | Reduce -65.1% | 7,534 | $182K |
| Arcadia Investment Management Corp. | 0.03% | No change | 7,500 | $182K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +44.4% | 7,060 | $171K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,700 | $162K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 6,409 | $155K |
| Cloud Capital Management, LLC | 0.11% | — | 6,333 | $153K |
| Fifth Third Bancorp | 0.00% | Reduce -6.7% | 5,914 | $143K |
| Trust Co. of Vermont | 0.01% | New | 5,506 | $133K |
| Private Trust Co. NA | 0.01% | Add +4.1% | 5,118 | $124K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,110 | $124K |
| Coastline Trust Co | 0.01% | No change | 4,892 | $118K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -0.0% | 4,842 | $117K |
| Trust Co | 0.01% | Add +28.3% | 4,710 | $114K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 4,114 | $99K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $91K |
| AlphaCore Capital LLC | 0.01% | New | 3,660 | $89K |
| Wells Financial Advisors INC | 0.11% | Reduce -54.2% | 3,200 | $77K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,187 | $77K |
| Bank of Montreal | 0.00% | No change | 3,079 | $75K |
| United Community Bank | 0.03% | Add +68.2% | 3,070 | $74K |
| 2UniFi Bank | 0.05% | Add +73.3% | 3,042 | $74K |
| Valley National Advisers Inc. | 0.01% | No change | 2,583 | $62K |
| CVA Family Office, LLC | 0.01% | No change | 2,520 | $61K |
| National Bank of Canada | 0.00% | Add +93.1% | 2,157 | $52K |
| Signaturefd, LLC | 0.00% | Add +399.5% | 2,073 | $50K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $48K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.7% | 1,825 | $44K |
| Stephens Consulting, LLC | 0.01% | Add +0.6% | 1,692 | $41K |
| Legacy Bridge, LLC | 0.02% | Add +25.6% | 1,646 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,565 | $38K |
| Eastern Bank | 0.00% | No change | 1,440 | $35K |
| Hemington Wealth Management | 0.01% | No change | 1,327 | $32K |
| Robbins Farley | 0.02% | No change | 1,305 | $32K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -1.2% | 1,073 | $26K |
| Black Cypress Capital Management, LLC | 0.02% | New | 1,035 | $25K |
| Geneos Wealth Management Inc. | 0.00% | New | 823 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| FMR LLC | 0.00% | Add +246.0% | 737 | $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% | No change | 628 | $15K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 625 | $15K |
| Running Point Capital Advisors, LLC | 0.00% | New | 621 | $15K |
| Logan Capital Management Inc. | 0.00% | No change | 521 | $13K |
| Capital Analysts, LLC | 0.00% | Reduce -1.0% | 485 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -63.8% | 472 | $11K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Peoples Bank | 0.00% | No change | 300 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 291 | $7K |
| BNP Paribas Financial Markets | 0.00% | Add +658.8% | 129 | $3K |
| Kiker Wealth Management, LLC | 0.00% | New | 32 | $775 |
"% 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.