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 |
| Summit Investment Advisors, Inc. | 3.72% | Add +4.6% | 186,724 | $4.5M |
| Greenline Partners, LLC | 0.61% | New | 185,677 | $4.5M |
| Prospera Financial Services Inc | 0.08% | Add +73.1% | 183,954 | $4.5M |
| Sowell Financial Services LLC | 0.18% | Reduce -1.5% | 182,893 | $4.4M |
| Virginia Wealth Management Group, Inc. | 2.64% | Add +2.6% | 179,185 | $4.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +22.0% | 178,281 | $4.3M |
| Hancock Whitney Corp. | 0.08% | New | 178,034 | $4.3M |
| Quantum Financial Advisors, LLC | 0.57% | Add +14.7% | 174,569 | $4.2M |
| New England Private Wealth Advisors LLC | 0.61% | Add +0.7% | 170,879 | $4.1M |
| 4Thought Financial Group Inc. | 2.18% | Reduce -9.6% | 169,473 | $4.1M |
| Weaver Consulting Group | 1.13% | Reduce -6.1% | 169,074 | $4.1M |
| Moneco Advisors, LLC | 0.38% | Add +7.2% | 166,410 | $4.0M |
| Sightline Wealth Advisors, LLC | 1.94% | Add +17.9% | 165,825 | $4.0M |
| Modern Wealth Management, LLC | 0.10% | Add +34.2% | 165,711 | $4.0M |
| Drive Wealth Management, LLC | 0.87% | Reduce -1.8% | 163,098 | $4.0M |
| Deutsche Bank AG | 0.00% | Add +13.2% | 161,643 | $3.9M |
| Ironwood Financial, llc | 0.82% | No change | 157,954 | $3.8M |
| Probity Advisors, Inc. | 0.67% | Add +3.2% | 156,274 | $3.8M |
| Sonata Capital Group Inc. | 1.50% | Reduce -0.2% | 154,989 | $3.8M |
| Foundation Wealth Management, LLC | 2.60% | Reduce -0.1% | 153,744 | $3.7M |
| WJ Wealth Management, LLC | 1.18% | Reduce -38.7% | 153,720 | $3.7M |
| IRON Financial LLC | 1.96% | Add +0.5% | 152,633 | $3.7M |
| Great Diamond Partners, LLC | 0.76% | Add +2.3% | 148,846 | $3.6M |
| LBMC Investment Advisors, LLC | 0.25% | Add +206.0% | 143,302 | $3.5M |
| Beese Fulmer Investment Management, Inc. | 0.26% | New | 142,117 | $3.4M |
| Wrapmanager Inc. | 0.84% | Add +2.3% | 142,063 | $3.4M |
| Evergreen Private Wealth LLC | 1.38% | Add +6.2% | 136,289 | $3.3M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -5.7% | 135,898 | $3.3M |
| Centricity Wealth Management, LLC | 2.55% | Add +2.7% | 131,761 | $3.2M |
| McGlone Suttner Wealth Management, Inc. | 0.47% | Add +12.4% | 127,195 | $3.1M |
| Leo Wealth, LLC | 0.24% | Reduce -11.4% | 126,122 | $3.1M |
| Precedent Wealth Partners, LLC | 0.74% | Add +11.4% | 124,753 | $3.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.98% | Add +17.0% | 123,845 | $3.0M |
| Heartland Bank & Trust Co | 1.39% | Add +41.8% | 122,702 | $3.0M |
| Stonebrook Private Inc. | 0.69% | Add +1.5% | 121,758 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -45.3% | 116,184 | $2.8M |
| Associated Banc-Corp | 0.08% | Add +2.6% | 114,946 | $2.8M |
| Round Rock Advisors LLC | 0.46% | Reduce -13.8% | 109,648 | $2.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Add +10.5% | 109,080 | $2.6M |
| Smith, Moore & Co. | 0.22% | Add +3.3% | 107,124 | $2.6M |
| STAR Financial Bank | 1.64% | Reduce -33.5% | 106,575 | $2.6M |
| LifePlan Financial, LLC | 2.14% | Reduce -1.1% | 106,453 | $2.6M |
| Regions Financial Corp. | 0.02% | Add +13.2% | 106,305 | $2.6M |
| Black Swift Group, LLC | 0.52% | Reduce -68.0% | 105,705 | $2.6M |
| Scissortail Wealth Management, LLC | 0.61% | Reduce -0.4% | 105,466 | $2.6M |
| Chesley Taft & Associates LLC | 0.11% | Add +22.0% | 104,993 | $2.5M |
| Marathon Mission, Inc. | 1.61% | Add +2.9% | 104,799 | $2.5M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +13.6% | 103,708 | $2.5M |
| Foundry Financial Group, Inc. | 1.41% | Reduce -6.0% | 102,481 | $2.5M |
| TFO Wealth Partners, LLC | 0.41% | New | 97,075 | $2.4M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -11.6% | 94,007 | $2.3M |
| Integrated Advisors Network LLC | 0.10% | Reduce -53.5% | 93,775 | $2.3M |
| Corient Private Wealth LP | 0.00% | New | 91,646 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -2.0% | 89,813 | $2.2M |
| Phillips Financial Management, LLC | 0.16% | Reduce -0.4% | 89,456 | $2.2M |
| Riverchase Wealth Management, LLC | 1.30% | Add +13.7% | 84,492 | $2.0M |
| Covington Investment Advisors Inc. | 0.29% | Add +0.4% | 83,728 | $2.0M |
| First Manhattan Co. Llc. | 0.01% | Add +4.8% | 81,985 | $2.0M |
| First Fiduciary Investment Counsel, Inc. | 0.39% | Add +3.1% | 81,920 | $2.0M |
| Kintra Wealth, LLC | 1.18% | Reduce -6.3% | 81,086 | $2.0M |
| CGN Advisors LLC | 0.18% | Reduce -52.0% | 81,031 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -39.4% | 80,937 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.31% | Reduce -6.1% | 80,455 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 79,824 | $1.9M |
| Balentine LLC | 0.07% | Add +0.5% | 79,197 | $1.9M |
| Harbor Investment Advisory, LLC | 0.17% | Add +15.9% | 77,630 | $1.9M |
| Austin Private Wealth, LLC | 0.15% | Add +13.5% | 77,532 | $1.9M |
| Valley Wealth Managers, Inc. | 0.13% | Add +0.0% | 76,953 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -11.1% | 76,262 | $1.8M |
| Fortis Capital Management LLC | 0.28% | Reduce -12.2% | 75,207 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -17.7% | 75,095 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +39.0% | 75,034 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 73,958 | $1.8M |
| Centric Wealth Management | 0.41% | Add +6.3% | 71,073 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.5% | 70,952 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.26% | Add +14.2% | 67,925 | $1.6M |
| Arcataur Capital Management LLC | 0.51% | Add +0.3% | 67,580 | $1.6M |
| Matthew Goff Investment Advisor, LLC | 0.30% | Add +95.7% | 67,573 | $1.6M |
| Godshalk Welsh Capital Management, Inc. | 0.97% | Add +17.6% | 64,700 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Add +90.3% | 64,047 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +43.6% | 63,902 | $1.5M |
| Comerica Bank | 0.01% | Add +0.4% | 63,705 | $1.5M |
| Segment Wealth Management, LLC | 0.10% | Reduce -1.4% | 63,251 | $1.5M |
| AlTi Global, Inc. | 0.04% | No change | 63,400 | $1.5M |
| Northwest Bancshares, Inc. | 0.27% | Add +2.5% | 62,756 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.99% | Reduce -2.2% | 62,643 | $1.5M |
| Rossmore Private Capital | 0.18% | Add +35.9% | 61,728 | $1.5M |
| Crescent Grove Advisors, LLC | 0.14% | Reduce -20.8% | 60,812 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 60,311 | $1.5M |
| Cypress Point Wealth Management, LLC | 0.35% | No change | 59,000 | $1.4M |
| Commonwealth Financial Services, LLC | 0.27% | Add +13.5% | 58,760 | $1.4M |
| 4J Wealth Management LLC | 0.95% | Add +11.9% | 58,050 | $1.4M |
| Stokes Family Office, LLC | 0.15% | Reduce -4.8% | 57,843 | $1.4M |
| Redwood Financial Network Corp | 0.95% | Add +0.6% | 57,814 | $1.4M |
| Harbor Advisory Corp. | 0.44% | No change | 57,391 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Add +2.7% | 56,566 | $1.4M |
| Archford Capital Strategies, LLC | 0.17% | Reduce -4.0% | 56,394 | $1.4M |
| One Plus One Wealth Management, LLC | 0.74% | Add +17.6% | 56,086 | $1.4M |
| NovaPoint Capital, LLC | 0.41% | Add +59.7% | 55,189 | $1.3M |
| Gould Asset Management LLC | 0.26% | Add +5.5% | 55,000 | $1.3M |
| Beacon Financial Group | 0.14% | Add +10.6% | 53,582 | $1.3M |
| Hurley Capital, LLC | 0.91% | Add +0.7% | 53,421 | $1.3M |
| Farmers National Bank | 0.34% | Add +0.1% | 53,240 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | No change | 52,676 | $1.3M |
| Element Wealth, LLC | 0.58% | Reduce -1.1% | 52,139 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.17% | Add +1.1% | 50,008 | $1.2M |
| Reliant Wealth Planning | 0.47% | Add +4.8% | 49,540 | $1.2M |
| GAMMA Investing LLC | 0.08% | Reduce -75.3% | 49,280 | $1.2M |
| Consolidated Portfolio Review Corp | 0.16% | Add +8.0% | 48,894 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.55% | Add +127.1% | 48,494 | $1.2M |
| 10Elms LLP | 1.29% | Add +2.5% | 48,109 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.6% | 45,293 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.14% | Add +48.4% | 45,104 | $1.1M |
| TFR Capital, LLC. | 0.40% | Add +91.7% | 44,980 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 44,851 | $1.1M |
| Gilbert Capital Group, Inc. | 0.88% | — | 43,990 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -0.8% | 41,097 | $997K |
| Blue Square Asset Management, LLC | 0.47% | Add +0.3% | 41,020 | $995K |
| HB Wealth Management, LLC | 0.01% | New | 40,383 | $979K |
| Horan Securities, Inc. | 0.34% | Add +0.1% | 40,092 | $972K |
| Cannon Financial Strategists, Inc. | 0.15% | Add +1.0% | 39,422 | $956K |
| Timber Creek Capital Management LLC | 0.24% | Add +11.0% | 38,602 | $933K |
| Cherry Tree Wealth Management, LLC | 0.22% | Reduce -25.8% | 38,263 | $928K |
| Conrad Siegel Investment Advisors, Inc. | 0.21% | Reduce -35.0% | 38,086 | $924K |
| JDM Financial Group LLC | 0.43% | Reduce -14.8% | 37,508 | $910K |
| TLWM | 0.17% | Reduce -1.1% | 36,888 | $895K |
| Mayflower Financial Advisors, LLC | 0.12% | Add +50.1% | 34,707 | $842K |
| Brookstone Capital Management | 0.01% | Reduce -1.6% | 33,643 | $816K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +2.6% | 33,252 | $806K |
| Provenance Wealth Advisors, LLC | 0.11% | Reduce -9.2% | 32,684 | $793K |
| Littlejohn Financial Services, Inc. | 0.61% | No change | 32,411 | $786K |
| PFG Private Wealth Management, LLC | 0.40% | Reduce -0.1% | 32,343 | $784K |
| Summit Wealth Partners, LLC | 0.15% | Reduce -12.5% | 31,999 | $776K |
| Blue Trust, Inc. | 0.01% | Add +0.0% | 31,833 | $772K |
| Atwater Malick LLC | 0.24% | No change | 31,572 | $766K |
| Oldfather Financial Services, LLC | 0.26% | No change | 31,107 | $754K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -16.7% | 31,116 | $754K |
| Eldridge Investment Advisors, Inc. | 0.16% | Add +5.6% | 30,926 | $747K |
| First Interstate Bank | 0.04% | No change | 30,798 | $747K |
| ADG Wealth Management Group, LLC | 0.63% | Add +191.9% | 30,555 | $741K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 30,336 | $736K |
| Advisory Services Network, LLC | 0.01% | Add +16.1% | 30,243 | $732K |
| Nestegg Advisors, Inc. | 0.70% | Reduce -45.4% | 29,809 | $723K |
| Adirondack Trust Co. | 0.26% | Add +14.1% | 29,760 | $722K |
| Robinson Smith Wealth Advisors LLC | 0.57% | No change | 29,668 | $719K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.8% | 29,570 | $717K |
| Bank of New York Mellon Corp | 0.00% | Reduce -7.7% | 29,376 | $712K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.0% | 29,182 | $708K |
| Ranch Capital Advisors Inc. | 0.30% | Reduce -1.4% | 28,689 | $696K |
| KOM Wealth Management Group, LLC | 0.55% | Add +8.9% | 28,642 | $695K |
| Straight Path Wealth Management | 0.23% | Add +0.3% | 28,433 | $689K |
| Maryland Capital Advisors Inc. | 0.26% | Add +21.4% | 27,689 | $671K |
| Mgo One Seven LLC | 0.02% | Add +3.9% | 27,569 | $669K |
| BridgePort Financial Solutions, LLC | 0.22% | Add +0.2% | 27,519 | $667K |
| International Assets Investment Management, LLC | 0.05% | No change | 27,175 | $659K |
| Pure Financial Advisors, LLC | 0.01% | New | 27,152 | $658K |
| Autumn Glory Partners, LLC | 0.30% | Reduce -1.0% | 26,550 | $644K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $631K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 25,336 | $614K |
| Alterna Wealth Management, Inc. | 0.48% | Reduce -0.2% | 24,731 | $600K |
| DecisionMap Wealth Management, LLC | 0.41% | Add +32.7% | 24,605 | $597K |
| Barrett & Company, Inc. | 0.22% | Add +0.2% | 24,460 | $593K |
| Two Sigma Securities, LLC | 0.07% | Add +41.5% | 24,392 | $592K |
| Curbstone Financial Management Corp | 0.12% | New | 24,050 | $583K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.1% | 24,004 | $582K |
| Dearborn Partners LLC | 0.03% | Add +6.5% | 23,807 | $577K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +4.5% | 23,789 | $577K |
| Strategic Blueprint, LLC | 0.03% | Add +2.0% | 23,076 | $560K |
| Roble, Belko & Company, Inc | 0.08% | Add +0.0% | 22,772 | $552K |
| Ritholtz Wealth Management | 0.01% | Reduce -6.5% | 22,703 | $551K |
| Mattern Capital Management, LLC | 0.07% | Add +1.3% | 22,635 | $549K |
| Empirical Asset Management, LLC | 0.17% | No change | 22,309 | $541K |
| Creekmur Asset Management LLC | 0.09% | No change | 22,097 | $536K |
| 1900 Wealth Management LLC | 0.04% | Add +1.1% | 21,571 | $523K |
| Tableaux LLC | 0.29% | Add +25.2% | 20,599 | $500K |
| Montis Financial, LLC | 0.14% | Reduce -10.4% | 20,599 | $500K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Add +5.0% | 20,581 | $499K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.1% | 20,204 | $490K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.1% | 19,646 | $476K |
| Silicon Valley Capital Partners | 0.05% | New | 19,402 | $471K |
| Lee Financial Co | 0.07% | No change | 19,330 | $469K |
| Neuberger Berman Group LLC | 0.00% | Reduce -73.0% | 19,180 | $465K |
| AMG National Trust Bank | 0.01% | No change | 18,956 | $460K |
| PSI Advisors, LLC | 0.23% | Add +2.2% | 18,941 | $459K |
| Stockman Wealth Management, Inc. | 0.06% | Reduce -3.4% | 18,889 | $458K |
| Steele Capital Management, Inc. | 0.02% | No change | 18,876 | $458K |
| Barclays PLC | 0.00% | No change | 18,632 | $452K |
| Princeton Global Asset Management LLC | 0.08% | Add +2.7% | 18,345 | $445K |
| Savant Capital, LLC | 0.00% | Reduce -4.9% | 17,674 | $429K |
| First National Corp. /Ma/ | 0.09% | No change | 17,562 | $426K |
| Meridian Wealth Management, LLC | 0.02% | New | 17,368 | $421K |
| L.M. Kohn & Company | 0.11% | New | 17,338 | $420K |
| Principal Securities, Inc. | 0.01% | Add +6.1% | 16,964 | $411K |
| Spire Wealth Management | 0.01% | Add +2.5% | 16,754 | $406K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | New | 16,481 | $400K |
| Trust Co of Kansas | 0.18% | No change | 15,808 | $383K |
| Fullcircle Wealth LLC | 0.14% | No change | 15,675 | $379K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -12.3% | 15,371 | $373K |
| StoneX Group Inc. | 0.02% | Reduce -7.2% | 15,345 | $372K |
| RFP Financial Group LLC | 0.15% | Reduce -51.9% | 15,301 | $371K |
| Belpointe Asset Management LLC | 0.02% | Add +38.3% | 15,166 | $368K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 14,477 | $351K |
| Wealthspire Advisors, LLC | 0.00% | No change | 14,305 | $347K |
| Dudley Capital Management, LLC | 0.17% | New | 14,225 | $345K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +0.0% | 14,184 | $344K |
| Eagle Strategies LLC | 0.05% | Add +0.7% | 13,933 | $338K |
| Accretive Wealth Partners, LLC | 0.11% | Add +7.1% | 13,722 | $333K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.19% | No change | 13,681 | $331K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,440 | $326K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 13,389 | $325K |
| Oppenheimer & Co. Inc. | 0.00% | Add +1.2% | 13,333 | $323K |
| Koshinski Asset Management, Inc. | 0.02% | Add +13.2% | 13,064 | $317K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -3.7% | 13,142 | $316K |
| Financial Advisory Corp | 0.05% | Add +1.1% | 12,899 | $313K |
| Summitry LLC | 0.01% | New | 12,864 | $312K |
| Gradient Capital Advisors, LLC | 0.09% | Reduce -5.7% | 12,855 | $312K |
| Cooper/Haims Advisors, LLC | 0.15% | No change | 12,706 | $308K |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 12,591 | $305K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 12,500 | $303K |
| Yoder Wealth Management, Inc. | 0.16% | No change | 12,300 | $298K |
| Horizons Wealth Management | 0.21% | Reduce -4.3% | 12,179 | $295K |
| Pine Haven Investment Counsel, Inc | 0.23% | Add +4.3% | 12,100 | $293K |
| Ledyard National Bank | 0.03% | Add +1.8% | 11,989 | $291K |
| Buttonwood Financial Advisors Inc. | 0.11% | No change | 11,761 | $285K |
| World Investment Advisors | 0.01% | No change | 11,659 | $283K |
| CW Advisors, LLC | 0.00% | New | 10,801 | $262K |
| Highland Financial Advisors, LLC | 0.08% | No change | 10,575 | $256K |
| KPP Advisory Services LLC | 0.04% | Add +0.1% | 10,408 | $252K |
| Calton & Associates, Inc. | 0.04% | Reduce -11.1% | 10,385 | $252K |
| Jacobi Capital Management LLC | 0.02% | Reduce -13.4% | 10,355 | $251K |
| Banque Cantonale Vaudoise | 0.01% | No change | 10,333 | $251K |
| MKT Advisors LLC | 0.10% | Add +0.1% | 10,094 | $244K |
| Wealth Advisory Solutions, LLC | 0.06% | No change | 10,010 | $243K |
| Cove Private Wealth, LLC | 0.09% | No change | 10,000 | $243K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -11.8% | 9,983 | $242K |
| Cornerstone Financial Group, LLC | 0.21% | Add +0.3% | 9,980 | $242K |
| Bank of New Hampshire | 0.06% | No change | 9,755 | $237K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 9,691 | $235K |
| HRT Financial LP | 0.00% | Reduce -91.2% | 9,510 | $230K |
| Cypress Wealth Services, LLC | 0.04% | No change | 9,399 | $228K |
| Beacon Financial Planning, Inc. | 0.13% | New | 9,308 | $226K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 9,246 | $224K |
| Blue Barn Wealth, LLC | 0.10% | No change | 9,112 | $221K |
| Hills Bank & Trust Co | 0.01% | No change | 8,752 | $212K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 8,590 | $208K |
| Exchange Capital Management, Inc. | 0.03% | No change | 8,521 | $207K |
| Caliber Wealth Management, LLC / KS | 0.02% | Reduce -0.1% | 8,396 | $204K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,325 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | New | 8,277 | $201K |
| Asset Dedication, LLC | 0.01% | Reduce -0.1% | 7,529 | $183K |
| Coastline Trust Co | 0.02% | Add +47.1% | 7,195 | $174K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 7,060 | $171K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,700 | $162K |
| Bogart Wealth, LLC | 0.01% | Reduce -12.9% | 5,584 | $135K |
| Farther Finance Advisors, LLC | 0.00% | Add +196.7% | 5,414 | $131K |
| Private Trust Co. NA | 0.01% | Add +0.9% | 5,163 | $125K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 5,110 | $124K |
| Bank of Montreal | 0.00% | Add +62.0% | 4,987 | $121K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 4,842 | $117K |
| Trust Co | 0.01% | Reduce -0.0% | 4,709 | $114K |
| Addison Advisors LLC | 0.03% | Reduce -50.7% | 4,505 | $109K |
| Arcadia Investment Management Corp. | 0.02% | Reduce -40.0% | 4,500 | $109K |
| United Community Bank | 0.03% | Add +33.0% | 4,082 | $99K |
| 2UniFi Bank | 0.06% | Add +31.9% | 4,011 | $97K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $92K |
| FMR LLC | 0.00% | Add +345.9% | 3,286 | $80K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,187 | $77K |
| AlphaCore Capital LLC | 0.00% | Reduce -13.7% | 3,160 | $77K |
| National Bank of Canada | 0.00% | Add +41.0% | 3,041 | $74K |
| Black Cypress Capital Management, LLC | 0.06% | Add +183.3% | 2,932 | $71K |
| McIlrath & Eck, LLC | 0.01% | New | 2,913 | $71K |
| Valley National Advisers Inc. | 0.01% | No change | 2,583 | $62K |
| CVA Family Office, LLC | 0.01% | No change | 2,520 | $61K |
| Bokf, NA | 0.00% | New | 2,400 | $58K |
| Fifth Third Bancorp | 0.00% | Reduce -63.4% | 2,164 | $52K |
| Signaturefd, LLC | 0.00% | No change | 2,073 | $50K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $49K |
| MTM Investment Management, LLC | 0.02% | New | 2,000 | $49K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $49K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -59.4% | 1,670 | $40K |
| Legacy Bridge, LLC | 0.02% | Reduce -4.8% | 1,567 | $38K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,565 | $38K |
| Stephens Consulting, LLC | 0.01% | Reduce -10.9% | 1,507 | $37K |
| Eastern Bank | 0.00% | No change | 1,440 | $35K |
| Hemington Wealth Management | 0.00% | No change | 1,327 | $32K |
| Robbins Farley | 0.01% | No change | 1,305 | $32K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,231 | $30K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,073 | $26K |
| Assetmark, Inc. | 0.00% | New | 876 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 823 | $20K |
| Choate Investment Advisors | 0.00% | New | 803 | $19K |
| High Note Wealth, LLC | 0.00% | New | 800 | $19K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| 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% | No change | 621 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | New | 621 | $15K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 413 | $10K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -5.3% | 447 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 368 | $9K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Creative Financial Designs Inc. | 0.00% | No change | 291 | $7K |
| Creative Capital Management Investments LLC | 0.00% | New | 268 | $6K |
| Logan Capital Management Inc. | 0.00% | Reduce -48.8% | 267 | $6K |
| Avion Wealth | 0.00% | New | 193 | $4K |
| Citigroup Inc. | 0.00% | New | 4 | $97 |
"% 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.