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 |
| Greenline Partners, LLC | 0.55% | No change | 185,677 | $4.5M |
| Creative Planning | 0.00% | Reduce -63.5% | 184,094 | $4.5M |
| Modern Wealth Management, LLC | 0.09% | Add +10.8% | 183,683 | $4.5M |
| Moneco Advisors, LLC | 0.36% | Add +7.7% | 179,253 | $4.4M |
| 4Thought Financial Group Inc. | 2.19% | Add +5.1% | 178,139 | $4.3M |
| Sightline Wealth Advisors, LLC | 1.95% | Add +7.3% | 177,860 | $4.3M |
| New England Private Wealth Advisors LLC | 0.55% | Add +0.4% | 171,505 | $4.2M |
| Deutsche Bank AG | 0.00% | Add +6.0% | 171,371 | $4.2M |
| Drive Wealth Management, LLC | 0.83% | Reduce -0.8% | 161,858 | $3.9M |
| Probity Advisors, Inc. | 0.64% | Add +3.5% | 161,661 | $3.9M |
| Heartland Bank & Trust Co | 1.62% | Add +31.3% | 161,143 | $3.9M |
| Weaver Consulting Group | 0.97% | Reduce -7.1% | 156,997 | $3.8M |
| IRON Financial LLC | 1.79% | Add +0.6% | 153,589 | $3.7M |
| Cornell Pochily Investment Advisors, Inc. | 1.08% | Add +20.6% | 149,420 | $3.6M |
| Sonata Capital Group Inc. | 1.34% | Reduce -3.8% | 149,166 | $3.6M |
| Beese Fulmer Investment Management, Inc. | 0.25% | Add +3.3% | 146,867 | $3.6M |
| Composition Wealth, LLC | 0.05% | New | 142,653 | $3.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +118.2% | 139,716 | $3.4M |
| Evergreen Private Wealth LLC | 1.33% | Reduce -0.7% | 135,347 | $3.3M |
| Precedent Wealth Partners, LLC | 0.70% | Add +4.2% | 130,033 | $3.2M |
| McGlone Suttner Wealth Management, Inc. | 0.44% | Add +2.2% | 129,941 | $3.2M |
| Stonebrook Private Inc. | 0.66% | Add +3.4% | 125,893 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +17.4% | 121,805 | $3.0M |
| Smith, Moore & Co. | 0.23% | Add +13.6% | 121,643 | $3.0M |
| Associated Banc-Corp | 0.08% | Add +4.6% | 120,229 | $2.9M |
| Members Wealth LLC | 1.83% | — | 119,326 | $2.9M |
| Foundry Financial Group, Inc. | 1.44% | Add +9.9% | 112,614 | $2.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +2.5% | 111,840 | $2.7M |
| Round Rock Advisors LLC | 0.42% | Add +0.1% | 109,735 | $2.7M |
| Regions Financial Corp. | 0.02% | Add +2.3% | 108,723 | $2.6M |
| LifePlan Financial, LLC | 2.09% | Add +2.0% | 108,565 | $2.6M |
| Phillips Financial Management, LLC | 0.17% | Add +20.0% | 107,313 | $2.6M |
| Scissortail Wealth Management, LLC | 0.57% | Add +1.2% | 106,737 | $2.6M |
| Great Diamond Partners, LLC | 0.50% | Reduce -28.4% | 106,546 | $2.6M |
| Summit Wealth Group LLC / Co. | 0.27% | New | 5,852 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +64.4% | 105,034 | $2.5M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -1.2% | 103,743 | $2.5M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -23.7% | 103,686 | $2.5M |
| Integrated Advisors Network LLC | 0.10% | Add +5.6% | 99,066 | $2.4M |
| TFO Wealth Partners, LLC | 0.39% | Add +1.1% | 98,102 | $2.4M |
| Houlihan Financial Resource Group, Ltd. | 2.09% | Reduce -55.5% | 98,055 | $2.4M |
| Riverchase Wealth Management, LLC | 1.34% | Add +15.5% | 97,615 | $2.4M |
| Wrapmanager Inc. | 0.72% | Reduce -32.6% | 95,713 | $2.3M |
| NovaPoint Capital, LLC | 0.55% | Add +68.7% | 93,085 | $2.3M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.8% | 92,306 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +20.9% | 90,787 | $2.2M |
| Vishria Bird Financial Group, LLC | 0.41% | New | 86,973 | $2.1M |
| Leo Wealth, LLC | 0.27% | Reduce -31.7% | 86,112 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +6.3% | 86,025 | $2.1M |
| Covington Investment Advisors Inc. | 0.27% | Add +1.9% | 85,362 | $2.1M |
| Harbor Investment Advisory, LLC | 0.17% | Add +6.0% | 82,282 | $2.0M |
| First Manhattan Co. Llc. | 0.01% | No change | 81,985 | $2.0M |
| Kintra Wealth, LLC | 1.12% | Add +0.4% | 81,421 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.2% | 79,971 | $1.9M |
| Fortis Capital Management LLC | 0.27% | Add +5.7% | 79,483 | $1.9M |
| BlackRock, Inc. | 0.00% | Add +5.5% | 79,137 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.37% | Reduce -3.4% | 79,130 | $1.9M |
| Cary Street Partners Financial LLC | 0.05% | Add +2.5% | 78,132 | $1.9M |
| Rossmore Private Capital | 0.20% | Add +25.8% | 77,662 | $1.9M |
| Godshalk Welsh Capital Management, Inc. | 1.08% | Add +19.2% | 77,150 | $1.9M |
| Black Swift Group, LLC | 0.33% | Reduce -27.8% | 76,315 | $1.9M |
| Valley Wealth Managers, Inc. | 0.12% | Reduce -2.2% | 75,263 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -18.2% | 74,953 | $1.8M |
| Klaas Financial Asset Advisors, LLC | 0.27% | Reduce -7.6% | 74,356 | $1.8M |
| Austin Private Wealth, LLC | 0.14% | Reduce -4.4% | 74,126 | $1.8M |
| Centric Wealth Management | 0.40% | Add +4.1% | 73,956 | $1.8M |
| Commonwealth Financial Services, LLC | 0.31% | Add +25.5% | 73,765 | $1.8M |
| OneDigital Investment Advisors LLC | 0.02% | Add +56.6% | 70,949 | $1.7M |
| Beacon Financial Group | 0.17% | Add +32.0% | 70,755 | $1.7M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.5% | 70,620 | $1.7M |
| 4J Wealth Management LLC | 0.98% | Add +17.7% | 68,329 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.24% | Add +0.2% | 68,075 | $1.7M |
| Arcataur Capital Management LLC | 0.48% | Reduce -0.8% | 67,055 | $1.6M |
| Matthew Goff Investment Advisor, LLC | 0.28% | Reduce -0.8% | 67,055 | $1.6M |
| Montecito Bank & Trust | 0.24% | — | 64,500 | $1.6M |
| Harbor Advisory Corp. | 0.46% | Add +11.3% | 63,891 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 63,400 | $1.5M |
| CGN Advisors LLC | 0.13% | Reduce -22.5% | 62,775 | $1.5M |
| IFG Advisory, LLC | 0.07% | New | 62,571 | $1.5M |
| Segment Wealth Management, LLC | 0.09% | Reduce -1.7% | 62,171 | $1.5M |
| Northwest Bancshares, Inc. | 0.25% | Reduce -1.2% | 62,006 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.34% | Add +100.0% | 61,869 | $1.5M |
| Redwood Financial Network Corp | 0.91% | Add +2.8% | 59,414 | $1.4M |
| Cypress Point Wealth Management, LLC | 0.29% | No change | 59,000 | $1.4M |
| One Plus One Wealth Management, LLC | 0.69% | Add +4.8% | 58,784 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | Reduce -4.2% | 58,245 | $1.4M |
| Archford Capital Strategies, LLC | 0.17% | Add +2.6% | 57,875 | $1.4M |
| Diversify Advisory Services, LLC | 0.05% | Add +2.3% | 57,876 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.89% | Reduce -8.8% | 57,159 | $1.4M |
| Gould Asset Management LLC | 0.25% | Add +2.2% | 56,230 | $1.4M |
| Reliant Wealth Planning | 0.44% | Add +11.9% | 55,433 | $1.3M |
| Penobscot Investment Management Company, Inc. | 0.10% | Add +64.9% | 54,842 | $1.3M |
| Hurley Capital, LLC | 0.74% | Add +0.9% | 53,883 | $1.3M |
| Farmers National Bank | 0.31% | Add +0.9% | 53,714 | $1.3M |
| Element Wealth, LLC | 0.56% | Add +2.1% | 53,227 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | No change | 52,676 | $1.3M |
| TFR Capital, LLC. | 0.43% | Add +16.7% | 52,507 | $1.3M |
| Comerica Bank | 0.00% | Reduce -18.1% | 52,143 | $1.3M |
| Consolidated Portfolio Review Corp | 0.16% | Add +6.3% | 51,977 | $1.3M |
| Johnson Bixby & Associates, LLC | 0.16% | Add +0.4% | 50,229 | $1.2M |
| 10Elms LLP | 1.23% | Add +1.7% | 48,909 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.50% | Add +0.7% | 48,809 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +141.3% | 48,756 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -62.2% | 43,876 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.24% | New | 42,669 | $1.0M |
| Gilbert Capital Group, Inc. | 0.79% | Reduce -4.3% | 42,099 | $1.0M |
| Stokes Family Office, LLC | 0.09% | Reduce -29.4% | 40,843 | $992K |
| Blue Square Asset Management, LLC | 0.43% | Reduce -1.9% | 40,250 | $978K |
| HORAN Wealth, LLC | 0.15% | New | 40,101 | $974K |
| Cannon Financial Strategists, Inc. | 0.14% | Add +0.9% | 39,794 | $967K |
| Equitable Holdings, Inc. | 0.01% | New | 39,502 | $960K |
| Timber Creek Capital Management LLC | 0.23% | Reduce -0.0% | 38,594 | $938K |
| Conrad Siegel Investment Advisors, Inc. | 0.20% | Add +1.0% | 38,467 | $935K |
| Mosaic Family Wealth Partners, LLC | 0.11% | Reduce -17.9% | 37,032 | $899K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +6.6% | 36,992 | $899K |
| Cherry Tree Wealth Management, LLC | 0.20% | Reduce -4.4% | 36,567 | $889K |
| TLWM | 0.16% | Reduce -2.1% | 36,101 | $877K |
| Littlejohn Financial Services, Inc. | 0.63% | Add +10.2% | 35,715 | $868K |
| JDM Financial Group LLC | 0.35% | Reduce -8.2% | 34,452 | $837K |
| STAR Financial Bank | 0.49% | Reduce -68.0% | 34,063 | $828K |
| Bank of New York Mellon Corp | 0.00% | Add +13.4% | 33,324 | $810K |
| Brookstone Capital Management | 0.01% | Reduce -1.5% | 33,153 | $806K |
| Provenance Wealth Advisors, LLC | 0.10% | No change | 32,684 | $794K |
| Atwater Malick LLC | 0.23% | Add +2.6% | 32,397 | $787K |
| Advisory Services Network, LLC | 0.01% | Add +7.1% | 32,389 | $787K |
| Summit Wealth Partners, LLC | 0.14% | No change | 31,999 | $778K |
| Blue Trust, Inc. | 0.01% | Add +0.0% | 31,841 | $774K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +0.3% | 31,218 | $758K |
| Adirondack Trust Co. | 0.25% | Add +4.7% | 31,162 | $757K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -48.4% | 31,141 | $757K |
| Oldfather Financial Services, LLC | 0.24% | No change | 31,107 | $756K |
| First Interstate Bank | 0.04% | No change | 30,798 | $748K |
| ADG Wealth Management Group, LLC | 0.59% | Add +0.3% | 30,644 | $745K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 30,336 | $737K |
| Ranch Capital Advisors Inc. | 0.29% | Add +5.7% | 30,332 | $737K |
| Pure Financial Advisors, LLC | 0.01% | Add +9.4% | 29,696 | $722K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +24.3% | 29,569 | $719K |
| FourThought Financial Partners, LLC | 0.06% | New | 29,310 | $712K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce 0.0% | 29,181 | $709K |
| Barrett & Company, Inc. | 0.24% | Add +16.5% | 28,501 | $693K |
| Robinson Smith Wealth Advisors LLC | 0.49% | Reduce -4.8% | 28,252 | $687K |
| Straight Path Wealth Management | 0.19% | Reduce -1.4% | 28,022 | $681K |
| BridgePort Financial Solutions, LLC | 0.18% | Add +0.6% | 27,670 | $672K |
| Autumn Glory Partners, LLC | 0.27% | Add +3.6% | 27,504 | $668K |
| International Assets Investment Management, LLC | 0.05% | No change | 27,175 | $656K |
| Two Sigma Securities, LLC | 0.10% | Add +10.5% | 26,958 | $655K |
| KOM Wealth Management Group, LLC | 0.49% | Reduce -6.5% | 26,774 | $651K |
| DecisionMap Wealth Management, LLC | 0.41% | Add +7.5% | 26,445 | $643K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $632K |
| Belpointe Asset Management LLC | 0.02% | Add +71.4% | 25,988 | $632K |
| Dearborn Partners LLC | 0.03% | Add +7.4% | 25,568 | $621K |
| Alterna Wealth Management, Inc. | 0.50% | Add +0.8% | 24,920 | $606K |
| Maryland Capital Advisors Inc. | 0.22% | Reduce -10.2% | 24,864 | $604K |
| Nestegg Advisors, Inc. | 0.53% | Reduce -17.3% | 24,649 | $599K |
| Dudley Capital Management, LLC | 0.27% | Add +71.5% | 24,400 | $593K |
| Strategic Blueprint, LLC | 0.03% | Add +5.7% | 24,381 | $592K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.7% | 23,894 | $581K |
| PSI Advisors, LLC | 0.15% | Add +25.7% | 23,801 | $578K |
| Roble, Belko & Company, Inc | 0.08% | Add +4.5% | 23,804 | $578K |
| Mattern Capital Management, LLC | 0.07% | Add +1.0% | 22,870 | $556K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.8% | 22,846 | $555K |
| Empirical Asset Management, LLC | 0.15% | No change | 22,309 | $542K |
| Smith Salley Wealth Management | 0.03% | New | 22,236 | $540K |
| Creekmur Asset Management LLC | 0.09% | No change | 22,097 | $537K |
| American Trust | 0.05% | New | 21,962 | $534K |
| 1900 Wealth Management LLC | 0.04% | Add +1.1% | 21,799 | $530K |
| Tableaux LLC | 0.21% | Add +3.9% | 21,394 | $520K |
| Princeton Global Asset Management LLC | 0.08% | Add +9.7% | 20,128 | $489K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +19.3% | 19,653 | $478K |
| Silicon Valley Capital Partners | 0.04% | Add +1.1% | 19,607 | $476K |
| Riverstone Advisors, LLC | 0.23% | New | 19,404 | $472K |
| Lee Financial Co | 0.06% | No change | 19,330 | $470K |
| Steele Capital Management, Inc. | 0.02% | No change | 18,876 | $459K |
| Barclays PLC | 0.00% | No change | 18,632 | $453K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -3.8% | 18,169 | $442K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.1% | 18,061 | $439K |
| Meridian Wealth Management, LLC | 0.02% | Add +3.8% | 18,022 | $438K |
| Newman Dignan & Sheerar, Inc. | 0.09% | Reduce -14.1% | 17,685 | $430K |
| StoneX Group Inc. | 0.02% | Add +14.3% | 17,531 | $426K |
| First National Corp. /Ma/ | 0.08% | No change | 17,562 | $426K |
| Hills Bank & Trust Co | 0.02% | Add +94.4% | 17,015 | $413K |
| Principal Securities, Inc. | 0.01% | Add +0.2% | 17,003 | $413K |
| L.M. Kohn & Company | 0.49% | Reduce -2.9% | 16,831 | $409K |
| Spire Wealth Management | 0.01% | Reduce -0.3% | 16,704 | $406K |
| Neuberger Berman Group LLC | 0.00% | Reduce -13.0% | 16,680 | $405K |
| Focus Financial Network, Inc. | 0.01% | New | 16,159 | $393K |
| Farther Finance Advisors, LLC | 0.01% | Add +196.1% | 16,029 | $389K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 15,752 | $383K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +2.4% | 15,735 | $382K |
| Fullcircle Wealth LLC | 0.13% | No change | 15,675 | $380K |
| Eagle Strategies LLC | 0.05% | Add +10.0% | 15,326 | $372K |
| Jacobi Capital Management LLC | 0.02% | Add +45.7% | 15,091 | $367K |
| Financial Advisory Corp | 0.05% | Add +14.3% | 14,744 | $358K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +2.8% | 14,574 | $354K |
| Oppenheimer & Co. Inc. | 0.00% | Add +8.9% | 14,526 | $353K |
| Ledyard National Bank | 0.03% | Add +20.8% | 14,479 | $352K |
| Wealthspire Advisors, LLC | 0.00% | No change | 14,305 | $348K |
| Novem Group | 0.04% | Reduce -97.3% | 14,237 | $346K |
| Trust Co of Kansas | 0.16% | Reduce -11.6% | 13,973 | $340K |
| Accretive Wealth Partners, LLC | 0.10% | No change | 13,722 | $333K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.16% | No change | 13,681 | $332K |
| Sunbelt Securities, Inc. | 0.02% | Add +3.8% | 13,642 | $332K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 13,530 | $329K |
| Savant Capital, LLC | 0.00% | Reduce -23.7% | 13,488 | $328K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,440 | $327K |
| Seneca House Advisors | 0.13% | New | 13,388 | $325K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.2% | 13,351 | $324K |
| Horizons Wealth Management | 0.22% | Add +8.6% | 13,222 | $321K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 12,855 | $312K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 12,706 | $309K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 12,500 | $304K |
| KPP Advisory Services LLC | 0.04% | Add +19.5% | 12,433 | $302K |
| Ritholtz Wealth Management | 0.01% | Reduce -47.1% | 12,001 | $292K |
| Pine Haven Investment Counsel, Inc | 0.21% | Reduce -0.8% | 12,000 | $292K |
| Ancora Advisors LLC | 0.01% | Reduce -17.3% | 11,976 | $291K |
| Summitry LLC | 0.01% | Reduce -7.5% | 11,901 | $289K |
| Buttonwood Financial Advisors Inc. | 0.10% | No change | 11,761 | $286K |
| World Investment Advisors | 0.01% | No change | 11,659 | $283K |
| AMG National Trust Bank | 0.01% | Reduce -38.8% | 11,598 | $282K |
| Calton & Associates, Inc. | 0.04% | Add +6.3% | 11,041 | $268K |
| Yoder Wealth Management, Inc. | 0.13% | Reduce -10.6% | 11,000 | $267K |
| Wealth Advisory Solutions, LLC | 0.06% | Add +8.3% | 10,836 | $263K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +7.1% | 10,696 | $260K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,575 | $257K |
| Chicago Partners Investment Group LLC | 0.01% | New | 10,353 | $251K |
| Montis Financial, LLC | 0.06% | Reduce -50.1% | 10,280 | $250K |
| Cornerstone Financial Group, LLC | 0.19% | Add +1.1% | 10,086 | $245K |
| Bank of New Hampshire | 0.06% | Add +1.7% | 9,925 | $241K |
| Baker Tilly Wealth Management, LLC | 0.05% | New | 9,760 | $237K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.1% | 9,696 | $236K |
| Cyr Financial Inc. | 0.16% | New | 9,481 | $230K |
| Cypress Wealth Services, LLC | 0.04% | No change | 9,399 | $228K |
| Beacon Financial Planning, Inc. | 0.12% | Add +0.5% | 9,353 | $227K |
| Signaturefd, LLC | 0.00% | Add +348.4% | 9,295 | $226K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -1.1% | 9,148 | $222K |
| Blue Barn Wealth, LLC | 0.10% | No change | 9,112 | $221K |
| Calamos Wealth Management LLC | 0.01% | New | 9,060 | $220K |
| Betterment LLC | 0.00% | New | 8,990 | $218K |
| MKT Advisors LLC | 0.08% | Reduce -13.6% | 8,717 | $211K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 8,590 | $209K |
| Peapack Gladstone Financial Corp. | 0.00% | New | 8,493 | $206K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +0.2% | 8,413 | $204K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,325 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 8,277 | $201K |
| Asset Dedication, LLC | 0.01% | Add +0.1% | 7,534 | $183K |
| Coastline Trust Co | 0.02% | Add +2.5% | 7,371 | $179K |
| Cloud Capital Management, LLC | 0.09% | New | 7,144 | $173K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 7,060 | $172K |
| Trust Co | 0.02% | Add +46.1% | 6,882 | $167K |
| Harbour Investments, Inc. | 0.00% | Reduce -46.2% | 6,778 | $165K |
| Aptus Capital Advisors, LLC | 0.00% | Add +926.4% | 6,374 | $155K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 5,586 | $136K |
| Private Trust Co. NA | 0.01% | Reduce -0.2% | 5,153 | $125K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 5,110 | $124K |
| GAMMA Investing LLC | 0.01% | Reduce -90.1% | 4,860 | $118K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 4,842 | $118K |
| Arcadia Investment Management Corp. | 0.02% | No change | 4,500 | $109K |
| AE Wealth Management LLC | 0.00% | Add +612.3% | 4,473 | $109K |
| Addison Advisors LLC | 0.02% | Reduce -8.1% | 4,140 | $101K |
| United Community Bank | 0.03% | No change | 4,082 | $99K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $92K |
| Bank of Montreal | 0.00% | Reduce -26.2% | 3,679 | $89K |
| 2UniFi Bank | 0.04% | Reduce -12.4% | 3,515 | $85K |
| Black Cypress Capital Management, LLC | 0.06% | Add +17.1% | 3,432 | $83K |
| National Bank of Canada | 0.00% | Add +4.1% | 3,167 | $77K |
| FMR LLC | 0.00% | Reduce -7.6% | 3,037 | $74K |
| McIlrath & Eck, LLC | 0.01% | Add +1.1% | 2,944 | $72K |
| Valley National Advisers Inc. | 0.01% | No change | 2,583 | $62K |
| CVA Family Office, LLC | 0.01% | No change | 2,520 | $61K |
| AlphaCore Capital LLC | 0.00% | Reduce -20.9% | 2,500 | $61K |
| High Note Wealth, LLC | 0.01% | Add +195.0% | 2,360 | $57K |
| Fifth Third Bancorp | 0.00% | No change | 2,164 | $53K |
| Peck Wealth Management, LLC | 0.05% | — | 2,000 | $49K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $49K |
| MTM Investment Management, LLC | 0.02% | No change | 2,000 | $49K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $49K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,670 | $41K |
| Legacy Bridge, LLC | 0.02% | No change | 1,567 | $38K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,565 | $38K |
| Stephens Consulting, LLC | 0.01% | Add +1.1% | 1,523 | $37K |
| CNB Bank | 0.02% | New | 1,518 | $37K |
| Eastern Bank | 0.00% | No change | 1,440 | $35K |
| Hemington Wealth Management | 0.00% | No change | 1,327 | $32K |
| Robbins Farley | 0.01% | Add +0.1% | 1,307 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +70.3% | 1,211 | $29K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,073 | $26K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -19.9% | 986 | $24K |
| Assetmark, Inc. | 0.00% | No change | 876 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 823 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| NBT Bank, N.A. | 0.00% | New | 750 | $18K |
| Kennebec Savings Bank | 0.01% | No change | 665 | $16K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 625 | $15K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 621 | $15K |
| Kozak & Associates, Inc. | 0.00% | New | 565 | $14K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.1% | 452 | $10K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Logan Capital Management Inc. | 0.00% | Add +6.0% | 283 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 163 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 124 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 68 | $2K |
| BNP Paribas Financial Markets | 0.00% | New | 30 | $729 |
"% 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.