iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q4 2025 (December 31)438holders +35
46new positions
32sold out
$24.21avg. 13F price*
At the end of Q4 2025, 438 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, up 35 from Q3 2025. 46 opened new positions and 32 sold out. The largest holders were Bank of America Corp. ($236.7M), HM Payson & Co. ($103.8M) and Mercer Global Advisors Inc. ($100.3M).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435GAA0
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $72.5M |
| Exits | 32 | $58.9M |
All 13F filers, Q3 2025 → Q4 2025: 15,539,811 shares bought and 4,756,048 shares sold, net +10,783,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 438 holders
| Bank of America Corp. | 0.02% | Add +5.9% | 9,766,906 | $236.7M |
| HM Payson & Co. | 1.46% | Add +20.3% | 4,283,152 | $103.8M |
| Mercer Global Advisors Inc. | 0.15% | Add +15.5% | 4,136,377 | $100.3M |
| LPL Financial LLC | 0.03% | Add +18.6% | 4,047,513 | $98.1M |
| Morgan Stanley | 0.01% | Add +4.6% | 3,878,527 | $94.0M |
| Raymond James Financial Inc. | 0.02% | Add +20.5% | 3,240,308 | $78.5M |
| Captrust Financial Advisors | 0.13% | Add +94.7% | 2,917,315 | $70.7M |
| Sound View Wealth Advisors Group, LLC | 3.27% | Add +11.7% | 2,013,302 | $48.8M |
| Sarver Vrooman Wealth Advisors | 27.31% | Add +0.3% | 1,772,824 | $43.0M |
| Ameriprise Financial Inc. | 0.01% | Add +2.1% | 1,486,976 | $36.0M |
| Royal Bank of Canada | 0.01% | Reduce -1.1% | 1,485,934 | $36.0M |
| Gratus Wealth Advisors, LLC | 4.83% | Add +5.1% | 1,436,539 | $34.8M |
| Commonwealth Equity Services, LLC | 0.05% | Add +25.4% | 1,408,626 | $34.1M |
| HighTower Advisors, LLC | 0.04% | Add +11.5% | 1,396,686 | $33.8M |
| Howland Capital Management LLC | 1.24% | Add +0.7% | 1,340,214 | $32.5M |
| RVW Wealth, LLC | 2.44% | Add +16.1% | 1,318,361 | $31.9M |
| Focus Partners Wealth | 0.04% | Add +61.4% | 1,298,892 | $31.5M |
| Kathmere Capital Management, LLC | 2.09% | Reduce -0.8% | 1,278,379 | $31.0M |
| Wells Fargo & Company | 0.01% | Reduce -3.1% | 1,215,913 | $29.5M |
| Sigma Investment Counselors Inc. | 1.48% | Add +2.5% | 1,204,934 | $29.2M |
| Shufro Rose & Co. LLC | 1.96% | Add +9.6% | 1,191,011 | $28.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +21.0% | 1,077,263 | $26.1M |
| NewEdge Advisors, LLC | 0.09% | Add +15.6% | 1,046,723 | $25.4M |
| Mariner, LLC | 0.03% | Add +275.6% | 982,857 | $23.8M |
| TABR Capital Management, LLC | 15.80% | Reduce -8.8% | 977,298 | $23.7M |
| IFS Advisors, LLC | 11.78% | Add +100.4% | 936,131 | $22.7M |
| Kestra Advisory Services, LLC | 0.09% | Add +14.1% | 851,544 | $20.6M |
| Venture Visionary Partners LLC | 0.66% | Add +11.3% | 829,557 | $20.2M |
| Truist Financial Corp. | 0.03% | Add +0.7% | 830,956 | $20.1M |
| Cowa, LLC | 5.84% | New | 817,998 | $19.2M |
| Journey Advisory Group, LLC | 1.58% | Add +11.7% | 775,428 | $18.8M |
| US Bancorp \de | 0.02% | Add +10.3% | 774,107 | $18.8M |
| Rebalance, LLC | 1.09% | Add +10.0% | 772,737 | $18.7M |
| Benjamin Edwards Inc. | 0.20% | Add +4.0% | 752,932 | $18.2M |
| MV Capital Management, Inc. | 1.68% | Add +10.3% | 721,664 | $17.5M |
| Klingman & Associates, LLC | 0.83% | Reduce -11.3% | 712,284 | $17.3M |
| Glenview Trust Co | 0.25% | Add +0.4% | 660,350 | $16.0M |
| NovaPoint Capital, LLC | 4.07% | Add +600.1% | 651,647 | $15.8M |
| Sanctuary Advisors, LLC | 0.08% | Add +45.0% | 639,888 | $15.5M |
| CENTRAL TRUST Co | 0.30% | Add +8.5% | 636,652 | $15.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.1% | 622,030 | $15.1M |
| Cornerstone Planning, LLC | 3.35% | — | 595,283 | $14.4M |
| Strid Group, LLC | 1.78% | Add +2.6% | 589,521 | $14.3M |
| Cwm, LLC | 0.04% | Reduce -2.5% | 586,464 | $14.2M |
| Arrow Financial Corp | 1.40% | Add +3.4% | 577,982 | $14.0M |
| Global Retirement Partners, LLC | 0.24% | Add +7.9% | 557,348 | $13.5M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +8.4% | 543,836 | $13.2M |
| Capital Investment Advisors, LLC | 0.20% | Add +24.7% | 541,186 | $13.1M |
| Spinnaker Trust | 0.70% | Add +11.1% | 539,916 | $13.1M |
| Lyell Wealth Management, LP | 0.87% | Add +14.6% | 498,249 | $12.1M |
| Atomic Invest LLC | 6.69% | — | 490,642 | $11.9M |
| EP Wealth Advisors, LLC | 0.06% | — | 484,335 | $11.7M |
| Bulltick Wealth Management, LLC | 2.32% | No change | 450,515 | $10.9M |
| Wick Capital Partners, LLC | 1.94% | Add +49.2% | 446,401 | $10.8M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Reduce -21.8% | 445,591 | $10.8M |
| Allworth Financial LP | 0.04% | Add +25.7% | 413,069 | $10.0M |
| Moseley Investment Management Inc. | 3.08% | Add +2.3% | 411,130 | $10.0M |
| IFP Advisors, Inc | 0.22% | Reduce -3.3% | 396,553 | $9.6M |
| First National Trust Co | 0.31% | Add +19.0% | 383,441 | $9.3M |
| Arcadia Investment Advisors LLC | 4.23% | Add +12.5% | 375,573 | $9.1M |
| Keeler Thomas Management LLC | 4.33% | New | 375,082 | $9.1M |
| Leavell Investment Management, Inc. | 0.38% | Add +10.6% | 372,071 | $9.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +166.4% | 372,176 | $9.0M |
| BlackRock, Inc. | 0.00% | Add +368.7% | 370,904 | $9.0M |
| McGuire Investment Group, LLC | 0.96% | Add +11.4% | 369,565 | $9.0M |
| Stifel Financial Corp. | 0.01% | Reduce -41.0% | 369,292 | $8.9M |
| Sax Wealth Advisors, LLC | 0.41% | Add +14.6% | 361,295 | $8.8M |
| Kesler, Norman & Wride, LLC | 1.40% | Add +29.3% | 337,230 | $8.2M |
| Ironwood Financial, llc | 1.38% | Add +21.8% | 336,465 | $8.2M |
| InvesTrust | 3.13% | Reduce -3.2% | 333,622 | $8.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -10.6% | 330,066 | $8.0M |
| Atria Investments, Inc | 0.09% | Add +54.2% | 326,570 | $7.9M |
| OneDigital Investment Advisors LLC | 0.08% | Add +348.6% | 318,248 | $7.7M |
| Madden Advisory Services, Inc. | 3.08% | New | 316,590 | $7.7M |
| Cetera Investment Advisers | 0.01% | Add +9.3% | 315,386 | $7.6M |
| United Capital Financial Advisors, LLC | 0.04% | Add +18.1% | 302,955 | $7.3M |
| Peloton Wealth Strategists | 2.92% | Reduce -0.8% | 301,825 | $7.3M |
| Merit Financial Group, LLC | 0.06% | Add +16.6% | 289,005 | $7.0M |
| Balentine LLC | 0.25% | Add +39.9% | 276,815 | $6.7M |
| Integras Partners LLC | 5.21% | Add +2.6% | 265,970 | $6.4M |
| Beaumont Asset Management, L.L.C. | 3.20% | Add +10.1% | 264,526 | $6.4M |
| Private Advisor Group, LLC | 0.03% | Add +3.7% | 263,933 | $6.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +8.4% | 263,724 | $6.4M |
| Fulton Breakefield Broenniman LLC | 0.40% | Reduce -2.8% | 258,676 | $6.3M |
| Resonant Capital Advisors, LLC | 0.34% | Add +4.5% | 258,186 | $6.3M |
| Laurel Wealth Advisors LLC | 0.81% | Reduce -0.4% | 252,502 | $6.1M |
| Parallel Advisors, LLC | 0.11% | Add +2.8% | 249,666 | $6.1M |
| Praetorian Wealth Management, Inc. | 1.20% | Add +2.9% | 249,114 | $6.0M |
| Confluence Investment Management LLC | 0.09% | New | 243,126 | $5.9M |
| Hamel Associates, Inc. | 1.75% | Reduce -0.6% | 238,950 | $5.8M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -0.5% | 236,679 | $5.7M |
| Signature Wealth Management Group | 2.32% | Reduce -0.2% | 234,755 | $5.7M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -1.8% | 231,436 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.3% | 229,501 | $5.6M |
| MCF Advisors LLC | 0.31% | Reduce -25.2% | 229,106 | $5.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 228,308 | $5.5M |
| Crews Bank & Trust | 0.79% | Add +1.9% | 227,620 | $5.5M |
| Winthrop Partners - WNY, LLC | 2.92% | — | 223,514 | $5.4M |
| Krilogy Financial LLC | 0.18% | Add +6.6% | 221,058 | $5.4M |
| Regions Financial Corp. | 0.03% | Add +102.1% | 219,741 | $5.3M |
"% 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.