iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q3 2025 (September 30)403holders −6
31new positions
31sold out
1famous investor
$24.32avg. 13F price*
At the end of Q3 2025, 403 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, down 6 from Q2 2025. 31 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($224.2M), Morgan Stanley ($90.1M) and Mercer Global Advisors Inc. ($87.0M). One famous investor held it 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $45.5M |
| Exits | 31 | $158.8M |
All 13F filers, Q2 2025 → Q3 2025: 7,750,143 shares bought and 11,412,077 shares sold, net −3,661,934 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 403 holders
| Bank of America Corp. | 0.02% | Add +2.8% | 9,225,324 | $224.2M |
| Morgan Stanley | 0.01% | Reduce -13.1% | 3,708,370 | $90.1M |
| Mercer Global Advisors Inc. | 0.15% | Add +26.9% | 3,580,658 | $87.0M |
| HM Payson & Co. | 1.24% | Add +11.4% | 3,559,963 | $86.5M |
| LPL Financial LLC | 0.02% | Add +17.3% | 3,412,655 | $82.9M |
| Raymond James Financial Inc. | 0.02% | Add +2.5% | 2,690,040 | $65.4M |
| Sound View Wealth Advisors Group, LLC | 3.01% | Add +5.4% | 1,802,697 | $43.8M |
| Sarver Vrooman Wealth Advisors | 27.62% | Add +0.8% | 1,768,383 | $43.0M |
| Royal Bank of Canada | 0.01% | Add +3.0% | 1,502,971 | $36.5M |
| Captrust Financial Advisors | 0.07% | Add +6.5% | 1,498,487 | $36.4M |
| Ameriprise Financial Inc. | 0.01% | Add +6.1% | 1,456,900 | $35.4M |
| Gratus Wealth Advisors, LLC | 4.67% | Add +3.1% | 1,366,303 | $33.2M |
| Howland Capital Management LLC | 1.23% | Add +7.6% | 1,330,402 | $32.3M |
| Kathmere Capital Management, LLC | 2.23% | Add +13.5% | 1,288,343 | $31.3M |
| Wells Fargo & Company | 0.01% | Reduce -4.3% | 1,255,072 | $30.5M |
| HighTower Advisors, LLC | 0.03% | Add +15.8% | 1,252,219 | $30.4M |
| Sigma Investment Counselors Inc. | 1.48% | Add +4.1% | 1,175,926 | $28.6M |
| RVW Wealth, LLC | 2.15% | Add +4.0% | 1,135,975 | $27.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.5% | 1,122,867 | $27.3M |
| Shufro Rose & Co. LLC | 2.17% | Reduce -0.6% | 1,086,455 | $26.3M |
| TABR Capital Management, LLC | 17.83% | Add +0.9% | 1,071,694 | $26.0M |
| NewEdge Advisors, LLC | 0.10% | Add +19.9% | 905,180 | $22.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.5% | 890,530 | $21.6M |
| Truist Financial Corp. | 0.03% | Reduce -3.8% | 824,837 | $20.0M |
| Focus Partners Wealth | 0.03% | Add +4.3% | 804,766 | $19.6M |
| Klingman & Associates, LLC | 0.98% | Reduce -1.9% | 802,857 | $19.5M |
| Kestra Advisory Services, LLC | 0.08% | Add +3.2% | 746,390 | $18.1M |
| Venture Visionary Partners LLC | 0.62% | Reduce -20.5% | 745,038 | $18.1M |
| Benjamin Edwards Inc. | 0.20% | Add +5.8% | 723,855 | $17.6M |
| Summit Asset Management, LLC | 2.67% | Add +3.7% | 714,154 | $17.4M |
| Rebalance, LLC | 1.03% | Add +54.8% | 702,629 | $17.1M |
| US Bancorp \de | 0.02% | Reduce -0.4% | 702,156 | $17.1M |
| Journey Advisory Group, LLC | 1.25% | Add +3.0% | 694,316 | $16.9M |
| Glenview Trust Co | 0.25% | Add +5.8% | 657,888 | $16.0M |
| MV Capital Management, Inc. | 1.53% | Add +0.3% | 654,500 | $15.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -14.6% | 648,532 | $15.7M |
| Stifel Financial Corp. | 0.01% | Add +6.3% | 626,085 | $15.2M |
| Cwm, LLC | 0.04% | Reduce -1.9% | 601,444 | $14.6M |
| CENTRAL TRUST Co | 0.30% | Add +2.2% | 586,700 | $14.3M |
| Strid Group, LLC | 1.77% | Add +0.6% | 574,486 | $14.0M |
| Mesirow Financial Investment Management, Inc. | 0.25% | Add +2.3% | 569,624 | $13.8M |
| Arrow Financial Corp | 1.39% | Reduce -2.5% | 559,148 | $13.6M |
| Global Retirement Partners, LLC | 0.28% | Add +6.5% | 516,728 | $12.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +7.0% | 501,531 | $12.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.51% | Reduce -5.7% | 490,596 | $11.9M |
| Spinnaker Trust | 0.66% | Add +10.1% | 485,872 | $11.8M |
| IFS Advisors, LLC | 6.64% | New | 467,228 | $11.4M |
| Bulltick Wealth Management, LLC | 2.59% | No change | 450,515 | $10.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +5.9% | 441,379 | $10.7M |
| Lyell Wealth Management, LP | 0.78% | Add +11.1% | 434,861 | $10.6M |
| Capital Investment Advisors, LLC | 0.17% | Add +15.0% | 434,006 | $10.5M |
| Citadel Advisors | 0.01% | New | 421,532 | $10.2M |
| Windsor Capital Management, LLC | 2.78% | Add +2.5% | 414,832 | $10.1M |
| IFP Advisors, Inc | 0.26% | Reduce -0.1% | 409,918 | $10.0M |
| Moseley Investment Management Inc. | 2.97% | Add +22.4% | 402,007 | $9.8M |
| Osaic Holdings, Inc. | 0.01% | Add +19.0% | 369,030 | $9.0M |
| InvesTrust | 3.07% | Add +2.8% | 344,799 | $8.4M |
| Leavell Investment Management, Inc. | 0.34% | Add +3.3% | 336,411 | $8.2M |
| Arcadia Investment Advisors LLC | 3.94% | Add +1.1% | 333,871 | $8.1M |
| McGuire Investment Group, LLC | 0.91% | Add +10.3% | 331,783 | $8.1M |
| Allworth Financial LP | 0.04% | Add +4.2% | 328,684 | $8.0M |
| First National Trust Co | 0.27% | Add +3.9% | 322,234 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.9% | 318,440 | $7.7M |
| Sax Wealth Advisors, LLC | 0.41% | Add +15.3% | 315,147 | $7.7M |
| MCF Advisors LLC | 0.46% | Add +6.3% | 306,199 | $7.4M |
| Peloton Wealth Strategists | 2.98% | Add +1.3% | 304,120 | $7.4M |
| Wick Capital Partners, LLC | 1.73% | Add +3898.4% | 299,117 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +23.3% | 288,627 | $7.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -88.6% | 283,136 | $6.9M |
| Ironwood Financial, llc | 1.19% | Add +74.9% | 276,222 | $6.7M |
| Fulton Breakefield Broenniman LLC | 0.42% | Add +4.3% | 266,206 | $6.5M |
| Mariner, LLC | 0.01% | Add +18.3% | 261,674 | $6.4M |
| Integras Partners LLC | 5.09% | New | 259,248 | $6.3M |
| Kesler, Norman & Wride, LLC | 1.23% | Reduce -5.3% | 260,723 | $6.3M |
| United Capital Financial Advisors, LLC | 0.04% | Add +15.5% | 256,415 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Add +1.0% | 254,465 | $6.2M |
| Laurel Wealth Advisors LLC | 0.86% | Add +2.3% | 253,622 | $6.2M |
| Merit Financial Group, LLC | 0.06% | Add +6.9% | 247,802 | $6.0M |
| Resonant Capital Advisors, LLC | 0.35% | Add +32.3% | 247,176 | $6.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +36.5% | 243,334 | $5.9M |
| Parallel Advisors, LLC | 0.11% | Add +5.4% | 242,833 | $5.9M |
| Praetorian Wealth Management, Inc. | 1.21% | Add +1.7% | 242,139 | $5.9M |
| Hamel Associates, Inc. | 1.80% | Reduce -1.5% | 240,379 | $5.8M |
| Beaumont Asset Management, L.L.C. | 2.94% | Add +2.7% | 240,325 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.1% | 239,705 | $5.8M |
| Integrated Wealth Concepts LLC | 0.05% | Add +22.6% | 237,788 | $5.8M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -5.6% | 235,629 | $5.7M |
| Signature Wealth Management Group | 2.22% | Add +0.1% | 235,291 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 225,924 | $5.5M |
| Crews Bank & Trust | 0.79% | Add +1.7% | 223,280 | $5.4M |
| Atria Investments, Inc | 0.06% | Add +2.2% | 211,812 | $5.1M |
| Droms Strauss Advisors Inc. /Mo/ | 1.47% | Add +11.4% | 208,029 | $5.1M |
| Krilogy Financial LLC | 0.19% | Add +8.8% | 207,335 | $5.0M |
| Quantum Financial Advisors, LLC | 0.61% | Add +17.6% | 205,283 | $5.0M |
| Prospera Financial Services Inc | 0.08% | Add +11.3% | 204,673 | $5.0M |
| Balentine LLC | 0.18% | Add +149.9% | 197,914 | $4.8M |
| Virginia Wealth Management Group, Inc. | 2.72% | Add +8.5% | 194,345 | $4.7M |
| Sowell Financial Services LLC | 0.18% | Add +4.9% | 191,778 | $4.7M |
| LBMC Investment Advisors, LLC | 0.30% | Add +33.3% | 191,031 | $4.6M |
| Hancock Whitney Corp. | 0.08% | Add +5.4% | 187,616 | $4.6M |
"% 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.