iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q2 2025 (June 30)409holders +19
38new positions
13sold out
1famous investor
$24.31avg. 13F price*
At the end of Q2 2025, 409 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, up 19 from Q1 2025. 38 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($217.6M), Morgan Stanley ($103.5M) and HM Payson & Co. ($77.5M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435GAA0
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $77.5M |
| Exits | 13 | $13.0M |
All 13F filers, Q1 2025 → Q2 2025: 8,595,790 shares bought and 4,118,632 shares sold, net +4,477,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 409 holders
| Bank of America Corp. | 0.02% | Add +0.1% | 8,974,530 | $217.6M |
| Morgan Stanley | 0.01% | Add +2.1% | 4,269,511 | $103.5M |
| HM Payson & Co. | 1.23% | Add +16.0% | 3,196,613 | $77.5M |
| LPL Financial LLC | 0.02% | Add +11.0% | 2,910,616 | $70.6M |
| Mercer Global Advisors Inc. | 0.15% | Add +9.6% | 2,821,416 | $68.4M |
| Raymond James Financial Inc. | 0.02% | Add +9.6% | 2,623,466 | $63.6M |
| Capital Advisors Inc. | 1.09% | Add +5.2% | 2,500,009 | $60.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.7% | 2,477,188 | $60.1M |
| Sarver Vrooman Wealth Advisors | 28.26% | Add +0.5% | 1,753,402 | $42.5M |
| Sound View Wealth Advisors Group, LLC | 3.07% | Add +21.4% | 1,710,809 | $41.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.3% | 1,459,315 | $35.4M |
| Captrust Financial Advisors | 0.08% | Add +20.1% | 1,406,620 | $34.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -35.8% | 1,372,710 | $33.3M |
| Gratus Wealth Advisors, LLC | 4.87% | Add +2.1% | 1,325,063 | $32.1M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 1,311,224 | $31.8M |
| Howland Capital Management LLC | 1.22% | Add +3.5% | 1,236,100 | $30.0M |
| Kathmere Capital Management, LLC | 2.12% | Add +4.5% | 1,135,267 | $27.5M |
| Sigma Investment Counselors Inc. | 1.51% | Add +2.8% | 1,129,662 | $27.4M |
| RVW Wealth, LLC | 2.25% | Add +6.9% | 1,091,935 | $26.5M |
| Shufro Rose & Co. LLC | 2.14% | Reduce -1.4% | 1,092,999 | $26.5M |
| HighTower Advisors, LLC | 0.03% | Add +0.9% | 1,080,952 | $26.2M |
| TABR Capital Management, LLC | 22.08% | Add +2.0% | 1,061,738 | $25.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.7% | 1,054,259 | $25.6M |
| Woodmont Investment Counsel LLC | 1.55% | Reduce -5.7% | 970,565 | $23.5M |
| Venture Visionary Partners LLC | 0.86% | Add +15.6% | 937,560 | $22.7M |
| Truist Financial Corp. | 0.03% | Reduce -2.7% | 857,786 | $20.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +11.0% | 836,590 | $20.3M |
| Klingman & Associates, LLC | 1.09% | Reduce -1.2% | 818,441 | $19.8M |
| Focus Partners Wealth | 0.04% | New | 771,761 | $18.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +116.0% | 759,301 | $18.4M |
| NewEdge Advisors, LLC | 0.09% | Add +9.5% | 755,162 | $18.3M |
| Kestra Advisory Services, LLC | 0.09% | Add +19.9% | 723,145 | $17.5M |
| US Bancorp \de | 0.02% | Reduce -1.1% | 705,278 | $17.1M |
| Renaissance Technologies | 0.02% | Reduce -33.4% | 689,186 | $16.7M |
| Summit Asset Management, LLC | 2.72% | Add +1.4% | 688,575 | $16.7M |
| Benjamin Edwards Inc. | 0.21% | Add +12.7% | 684,433 | $16.6M |
| Journey Advisory Group, LLC | 1.27% | Add +0.3% | 673,805 | $16.3M |
| MV Capital Management, Inc. | 1.63% | Reduce -0.4% | 652,213 | $15.8M |
| Glenview Trust Co | 0.26% | Reduce -1.7% | 622,087 | $15.1M |
| EP Wealth Advisors, LLC | 0.10% | Add +324.1% | 621,930 | $15.1M |
| Cwm, LLC | 0.05% | Reduce -1.1% | 612,933 | $14.9M |
| Cowa, LLC | 5.64% | Add +32.4% | 610,840 | $14.8M |
| Stifel Financial Corp. | 0.01% | Add +6.3% | 588,771 | $14.3M |
| CENTRAL TRUST Co | 0.32% | Add +3.5% | 574,305 | $13.9M |
| Arrow Financial Corp | 1.46% | Reduce -1.3% | 573,374 | $13.9M |
| Strid Group, LLC | 1.95% | Add +12.9% | 570,852 | $13.8M |
| Mesirow Financial Investment Management, Inc. | 0.26% | Add +0.6% | 556,889 | $13.5M |
| Novem Group | 1.65% | Add +3.8% | 537,528 | $13.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.59% | New | 520,027 | $12.6M |
| Creative Planning | 0.01% | Reduce -18.1% | 504,893 | $12.2M |
| Global Retirement Partners, LLC | 0.29% | — | 485,281 | $11.8M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +2.0% | 468,791 | $11.4M |
| Rebalance, LLC | 0.75% | Add +1.6% | 453,905 | $11.0M |
| Bulltick Wealth Management, LLC | 2.70% | No change | 450,515 | $10.9M |
| Spinnaker Trust | 0.64% | Add +2.5% | 441,217 | $10.7M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -3.7% | 416,649 | $10.1M |
| Keeler Thomas Management LLC | 4.35% | Reduce -17.1% | 416,353 | $10.1M |
| IFP Advisors, Inc | 0.28% | Add +3.5% | 410,121 | $9.9M |
| Windsor Capital Management, LLC | 2.86% | Reduce -0.8% | 404,576 | $9.8M |
| Capital Investment Advisors, LLC | 0.17% | Reduce -52.8% | 377,446 | $9.5M |
| Lyell Wealth Management, LP | 0.75% | Add +7.4% | 391,583 | $9.5M |
| JPMorgan Chase & Co. | 0.00% | Add +22.6% | 345,761 | $8.4M |
| InvesTrust | 3.14% | Add +0.2% | 335,380 | $8.1M |
| Arcadia Investment Advisors LLC | 4.15% | Reduce -0.8% | 330,359 | $8.0M |
| Moseley Investment Management Inc. | 2.74% | Add +14.7% | 328,427 | $8.0M |
| Leavell Investment Management, Inc. | 0.35% | Add +2.0% | 325,701 | $7.9M |
| Allworth Financial LP | 0.04% | Add +1.9% | 315,524 | $7.7M |
| Osaic Holdings, Inc. | 0.01% | Add +1.1% | 310,081 | $7.5M |
| First National Trust Co | 0.28% | Add +0.9% | 310,075 | $7.5M |
| McGuire Investment Group, LLC | 0.93% | New | 300,843 | $7.3M |
| Peloton Wealth Strategists | 2.99% | Add +0.8% | 300,320 | $7.3M |
| MCF Advisors LLC | 0.46% | Reduce -0.2% | 287,906 | $7.0M |
| Atria Wealth Solutions, Inc. | 0.16% | Reduce -4.9% | 286,070 | $6.9M |
| Kesler, Norman & Wride, LLC | 1.18% | Add +0.6% | 275,397 | $6.7M |
| Sax Wealth Advisors, LLC | 0.40% | Reduce -2.0% | 273,274 | $6.6M |
| Madden Advisory Services, Inc. | 2.73% | Add +16.8% | 264,169 | $6.4M |
| Fulton Breakefield Broenniman LLC | 0.42% | Reduce -1.2% | 255,322 | $6.2M |
| Eight 31 Financial, LLC | 4.07% | Add +3.1% | 254,196 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Add +0.4% | 251,983 | $6.1M |
| Atlantic Union Bankshares Corp | 0.14% | New | 249,673 | $6.1M |
| Laurel Wealth Advisors LLC | 0.90% | Add +0.7% | 248,032 | $6.0M |
| Hamel Associates, Inc. | 2.00% | Reduce -3.3% | 244,019 | $5.9M |
| Wick Capital Partners, LLC | 1.52% | Reduce -97.0% | 7,481 | $5.8M |
| Praetorian Wealth Management, Inc. | 1.33% | Add +2.6% | 238,140 | $5.8M |
| Signature Wealth Management Group | 2.25% | Add +2.2% | 235,185 | $5.7M |
| Cetera Investment Advisers | 0.01% | Reduce -1.0% | 234,015 | $5.7M |
| Beaumont Asset Management, L.L.C. | 3.05% | Add +10.0% | 233,935 | $5.7M |
| Merit Financial Group, LLC | 0.06% | New | 231,762 | $5.6M |
| Parallel Advisors, LLC | 0.11% | Add +9.9% | 230,443 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.7% | 228,020 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.3% | 225,427 | $5.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +3.8% | 221,950 | $5.4M |
| Mariner, LLC | 0.01% | Reduce -2.1% | 221,224 | $5.4M |
| Houlihan Financial Resource Group, Ltd. | 2.21% | Reduce -0.9% | 220,299 | $5.3M |
| Crews Bank & Trust | 0.84% | Add +7.7% | 219,505 | $5.3M |
| Atria Investments, Inc | 0.06% | Reduce -10.5% | 207,250 | $5.0M |
| Integrated Wealth Concepts LLC | 0.05% | Add +28.6% | 193,940 | $4.7M |
| Krilogy Financial LLC | 0.27% | Add +32.7% | 190,619 | $4.6M |
| Resonant Capital Advisors, LLC | 0.29% | Add +4.2% | 186,814 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.39% | Add +0.5% | 186,732 | $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.