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 |
| JPMorgan Chase & Co. | 0.00% | Reduce -31.8% | 217,067 | $5.3M |
| Modern Wealth Management, LLC | 0.09% | Add +16.7% | 214,311 | $5.2M |
| Quantum Financial Advisors, LLC | 0.58% | Add +3.8% | 213,170 | $5.2M |
| Probity Advisors, Inc. | 0.80% | Add +28.2% | 207,223 | $5.0M |
| Creative Planning | 0.00% | Add +11.6% | 205,359 | $5.0M |
| Sowell Financial Services LLC | 0.18% | Add +7.0% | 205,191 | $5.0M |
| Virginia Wealth Management Group, Inc. | 2.84% | Add +3.2% | 200,585 | $4.9M |
| Aviance Capital Partners, LLC | 0.56% | New | 198,965 | $4.8M |
| 4Thought Financial Group Inc. | 2.23% | Add +4.5% | 186,110 | $4.5M |
| Hancock Whitney Corp. | 0.08% | Reduce -1.1% | 185,529 | $4.5M |
| Heartland Bank & Trust Co | 1.80% | Add +8.9% | 175,441 | $4.3M |
| New England Private Wealth Advisors LLC | 0.52% | Add +0.9% | 173,052 | $4.2M |
| Moneco Advisors, LLC | 0.33% | Reduce -4.3% | 171,543 | $4.2M |
| Delta Wealth Advisors LLC | 3.39% | New | 167,287 | $4.1M |
| Cornell Pochily Investment Advisors, Inc. | 1.15% | Add +9.1% | 163,057 | $4.0M |
| Sightline Wealth Advisors, LLC | 1.68% | Reduce -8.3% | 163,022 | $4.0M |
| McGlone Suttner Wealth Management, Inc. | 0.53% | Add +24.6% | 161,878 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -43.0% | 161,252 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +30.6% | 159,018 | $3.9M |
| IRON Financial LLC | 1.73% | Add +1.1% | 155,305 | $3.8M |
| Jones Financial Companies LLLP | 0.00% | Add +47.1% | 154,492 | $3.7M |
| Beese Fulmer Investment Management, Inc. | 0.24% | Add +3.5% | 152,071 | $3.7M |
| Weaver Consulting Group | 0.89% | Reduce -4.5% | 149,939 | $3.6M |
| Deutsche Bank AG | 0.00% | Reduce -13.1% | 148,989 | $3.6M |
| Integrated Advisors Network LLC | 0.16% | Add +50.2% | 148,775 | $3.6M |
| Drive Wealth Management, LLC | 0.70% | Reduce -8.6% | 147,929 | $3.6M |
| Sonata Capital Group Inc. | 1.29% | Reduce -1.4% | 147,148 | $3.6M |
| Evergreen Private Wealth LLC | 1.40% | Add +8.2% | 146,492 | $3.5M |
| Great Diamond Partners, LLC | 0.67% | Add +34.0% | 142,789 | $3.5M |
| Composition Wealth, LLC | 0.05% | Reduce -0.1% | 142,581 | $3.5M |
| Precedent Wealth Partners, LLC | 0.70% | Add +6.6% | 138,583 | $3.4M |
| Leo Wealth, LLC | 0.24% | Add +57.6% | 135,674 | $3.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Add +18.1% | 132,123 | $3.2M |
| Stonebrook Private Inc. | 0.66% | Add +3.6% | 130,430 | $3.2M |
| Smith, Moore & Co. | 0.24% | Add +7.1% | 130,272 | $3.2M |
| Breachway Investments LLC | 3.25% | — | 127,062 | $3.1M |
| Members Wealth LLC | 1.93% | Add +6.3% | 126,790 | $3.1M |
| Houlihan Financial Resource Group, Ltd. | 1.19% | Add +28.9% | 126,432 | $3.1M |
| Greenline Partners, LLC | 0.34% | Reduce -33.3% | 123,877 | $3.0M |
| Phillips Financial Management, LLC | 0.18% | Add +9.3% | 117,313 | $2.8M |
| Scissortail Wealth Management, LLC | 0.64% | Add +7.9% | 115,189 | $2.8M |
| Penobscot Investment Management Company, Inc. | 0.21% | Add +105.2% | 112,522 | $2.7M |
| Associated Banc-Corp | 0.07% | Reduce -7.7% | 111,000 | $2.7M |
| Round Rock Advisors LLC | 0.40% | Add +0.2% | 109,909 | $2.7M |
| Brighton Securities Corp. | 1.31% | New | 109,522 | $2.7M |
| Chesley Taft & Associates LLC | 0.10% | Add +5.3% | 109,243 | $2.6M |
| First Manhattan Co. Llc. | 0.01% | Add +30.4% | 106,889 | $2.6M |
| Riverchase Wealth Management, LLC | 1.39% | Add +7.8% | 105,279 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +164.6% | 104,537 | $2.5M |
| Centennial Advisors, LLC | 3.29% | — | 104,379 | $2.5M |
| Covington Investment Advisors Inc. | 0.34% | Add +18.6% | 101,270 | $2.5M |
| TFO Wealth Partners, LLC | 0.36% | Add +0.8% | 98,935 | $2.4M |
| Harbor Investment Advisory, LLC | 0.18% | Add +19.4% | 98,236 | $2.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +5.5% | 97,424 | $2.4M |
| MML Investors Services, LLC | 0.01% | Add +5.0% | 95,352 | $2.3M |
| Rossmore Private Capital | 0.21% | Add +21.8% | 94,585 | $2.3M |
| Kintra Wealth, LLC | 0.30% | Add +10.7% | 90,154 | $2.2M |
| 4J Wealth Management LLC | 1.19% | Add +25.6% | 85,795 | $2.1M |
| Cary Street Partners Financial LLC | 0.05% | Add +9.2% | 85,316 | $2.1M |
| Commonwealth Financial Services, LLC | 0.34% | Add +15.5% | 85,229 | $2.1M |
| Godshalk Welsh Capital Management, Inc. | 1.17% | Add +9.4% | 84,375 | $2.0M |
| LifePlan Financial, LLC | 1.55% | Reduce -23.3% | 83,254 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -3.6% | 82,937 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.29% | Add +10.8% | 82,403 | $2.0M |
| Fortis Capital Management LLC | 0.26% | Add +3.1% | 81,915 | $2.0M |
| Foundry Financial Group, Inc. | 0.98% | Reduce -27.9% | 81,155 | $2.0M |
| TFR Capital, LLC. | 0.64% | Add +53.0% | 80,324 | $1.9M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 79,971 | $1.9M |
| Wrapmanager Inc. | 0.65% | Reduce -17.6% | 78,843 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.37% | Reduce -0.9% | 78,448 | $1.9M |
| Beacon Financial Group | 0.19% | Add +9.3% | 77,308 | $1.9M |
| Valley Wealth Managers, Inc. | 0.12% | Add +1.0% | 76,015 | $1.8M |
| Austin Private Wealth, LLC | 0.14% | Add +0.4% | 74,440 | $1.8M |
| James Investment Research, Inc. | 0.19% | New | 73,593 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 72,579 | $1.8M |
| Montecito Bank & Trust | 0.28% | Add +12.0% | 72,241 | $1.8M |
| MidFirst Bank | 0.14% | — | 70,530 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.37% | Add +10.8% | 68,564 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.24% | Add +0.3% | 68,276 | $1.7M |
| Harbor Advisory Corp. | 0.50% | Add +6.3% | 67,891 | $1.6M |
| Black Swift Group, LLC | 0.27% | Reduce -12.6% | 66,665 | $1.6M |
| Arcataur Capital Management LLC | 0.46% | Reduce -0.8% | 66,548 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +3.9% | 64,986 | $1.6M |
| Hills Bank & Trust Co | 0.09% | Add +279.0% | 64,487 | $1.6M |
| AlTi Global, Inc. | 0.03% | No change | 63,400 | $1.5M |
| Endowment Wealth Management, Inc. | 0.69% | New | 62,185 | $1.5M |
| Livet Wealth, LLC | 0.92% | — | 61,527 | $1.5M |
| Northwest Bancshares, Inc. | 0.29% | Reduce -1.7% | 60,967 | $1.5M |
| Segment Wealth Management, LLC | 0.09% | Reduce -2.1% | 60,850 | $1.5M |
| One Plus One Wealth Management, LLC | 0.67% | Add +1.4% | 59,602 | $1.4M |
| Redwood Financial Network Corp | 0.92% | Reduce -0.1% | 59,372 | $1.4M |
| Cypress Point Wealth Management, LLC | 0.31% | No change | 59,000 | $1.4M |
| Archford Capital Strategies, LLC | 0.16% | Add +0.9% | 58,392 | $1.4M |
| CGN Advisors LLC | 0.11% | Reduce -8.9% | 57,185 | $1.4M |
| Farmers National Bank | 0.31% | Add +6.5% | 57,183 | $1.4M |
| Gould Asset Management LLC | 0.24% | Add +0.6% | 56,560 | $1.4M |
| Reliant Wealth Planning | 0.43% | Add +1.8% | 56,432 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -21.0% | 55,774 | $1.4M |
| Wesbanco Bank Inc. | 0.04% | New | 54,950 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +43.6% | 53,106 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +0.0% | 52,696 | $1.3M |
| Hurley Capital, LLC | 0.71% | Reduce -2.8% | 52,386 | $1.3M |
| Element Wealth, LLC | 0.51% | Reduce -3.8% | 51,209 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.15% | Add +0.8% | 50,635 | $1.2M |
| Paradigm, Strategies in Wealth Management, LLC | 0.80% | Reduce -12.5% | 50,010 | $1.2M |
| Blue Square Asset Management, LLC | 0.53% | Add +22.6% | 49,351 | $1.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.23% | Add +28.0% | 49,253 | $1.2M |
| Crescent Grove Advisors, LLC | 0.11% | Reduce -15.8% | 49,030 | $1.2M |
| Accretive Wealth Partners, LLC | 0.35% | Add +252.2% | 48,328 | $1.2M |
| Dudley Capital Management, LLC | 0.50% | Add +93.8% | 47,292 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.13% | Add +27.0% | 47,036 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.8% | 46,400 | $1.1M |
| Sigma Planning Corp | 0.03% | New | 46,324 | $1.1M |
| 10Elms LLP | 1.17% | Reduce -5.3% | 46,299 | $1.1M |
| PSI Advisors, LLC | 0.28% | Add +90.0% | 45,226 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +49.0% | 45,209 | $1.1M |
| Mgo One Seven LLC | 0.02% | New | 43,411 | $1.1M |
| Diversify Advisory Services, LLC | 0.03% | Reduce -25.8% | 42,967 | $1.0M |
| FourThought Financial Partners, LLC | 0.09% | Add +46.4% | 42,896 | $1.0M |
| Belpointe Asset Management LLC | 0.04% | Add +63.6% | 42,527 | $1.0M |
| Stokes Family Office, LLC | 0.09% | No change | 40,843 | $990K |
| Comerica Bank | 0.00% | Reduce -21.9% | 40,719 | $987K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +30.2% | 40,637 | $984K |
| Cherry Tree Wealth Management, LLC | 0.21% | Add +11.0% | 40,574 | $983K |
| Bullock Wealth Management Group | 0.48% | — | 40,373 | $978K |
| Cannon Financial Strategists, Inc. | 0.14% | Add +1.3% | 40,292 | $976K |
| Timber Creek Capital Management LLC | 0.22% | Add +2.7% | 39,650 | $961K |
| Gilbert Capital Group, Inc. | 0.69% | Reduce -10.6% | 37,652 | $912K |
| Bank of New York Mellon Corp | 0.00% | Add +12.8% | 37,600 | $911K |
| Focused Alpha, LLC | 0.26% | — | 36,305 | $880K |
| Littlejohn Financial Services, Inc. | 0.64% | Add +0.9% | 36,025 | $873K |
| TLWM | 0.16% | Reduce -1.0% | 35,730 | $866K |
| Twin Cities Retirement Group LLC | 0.83% | — | 35,703 | $865K |
| Advisory Services Network, LLC | 0.01% | Add +9.6% | 35,485 | $860K |
| Alliance Wealth Advisors, LLC | 0.18% | Reduce -19.0% | 34,557 | $837K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.9% | 34,230 | $829K |
| HORAN Wealth, LLC | 0.13% | Reduce -14.9% | 34,108 | $826K |
| Straight Path Wealth Management | 0.22% | Add +21.2% | 33,964 | $823K |
| Atwater Malick LLC | 0.23% | Add +4.0% | 33,677 | $816K |
| Cove Private Wealth, LLC | 0.24% | New | 33,540 | $813K |
| ADG Wealth Management Group, LLC | 0.61% | Add +8.8% | 33,327 | $808K |
| Adirondack Trust Co. | 0.26% | Add +6.4% | 33,145 | $803K |
| STAR Financial Bank | 0.40% | Reduce -4.6% | 32,481 | $787K |
| River's Edge Wealth Management, LLC | 0.76% | — | 32,202 | $781K |
| Farther Finance Advisors, LLC | 0.01% | Add +98.5% | 31,819 | $771K |
| SMI Advisory Services, LLC | 0.13% | New | 31,428 | $762K |
| Brookstone Capital Management | 0.01% | Reduce -5.2% | 31,430 | $762K |
| Oldfather Financial Services, LLC | 0.22% | No change | 31,107 | $754K |
| Ranch Capital Advisors Inc. | 0.28% | Add +1.8% | 30,870 | $748K |
| First Interstate Bank | 0.04% | No change | 30,798 | $746K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.5% | 30,131 | $730K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 29,569 | $716K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.0% | 29,178 | $707K |
| Summit Wealth Group, LLC | 0.16% | New | 28,806 | $698K |
| Barrett & Company, Inc. | 0.23% | Add +0.0% | 28,512 | $691K |
| Robinson Smith Wealth Advisors LLC | 0.47% | No change | 28,252 | $685K |
| DecisionMap Wealth Management, LLC | 0.42% | Add +6.8% | 28,229 | $684K |
| JDM Financial Group LLC | 0.26% | Reduce -18.9% | 27,930 | $677K |
| BridgePort Financial Solutions, LLC | 0.18% | Add +0.7% | 27,871 | $675K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -13.8% | 27,599 | $669K |
| Autumn Glory Partners, LLC | 0.23% | Add +0.2% | 27,565 | $668K |
| Gilbert & Cook, Inc. | 0.08% | New | 27,407 | $664K |
| International Assets Investment Management, LLC | 0.05% | Add +0.4% | 27,287 | $661K |
| Princeton Global Asset Management LLC | 0.11% | Add +34.3% | 27,034 | $655K |
| KOM Wealth Management Group, LLC | 0.46% | Reduce -0.2% | 26,721 | $647K |
| Dearborn Partners LLC | 0.03% | Reduce -1.1% | 25,296 | $613K |
| Beacon Financial Planning, Inc. | 0.30% | Add +170.1% | 25,261 | $612K |
| Maryland Capital Advisors Inc. | 0.20% | No change | 24,864 | $602K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 23,894 | $579K |
| Roble, Belko & Company, Inc | 0.08% | Add +0.0% | 23,807 | $577K |
| Baird Financial Group, Inc. | 0.00% | Add +4.0% | 23,748 | $575K |
| Bank of Montreal | 0.00% | Add +538.4% | 23,486 | $569K |
| Granite Harbor Advisors, Inc. | 0.24% | Reduce -52.3% | 23,263 | $564K |
| Nestegg Advisors, Inc. | 0.48% | Reduce -6.3% | 23,084 | $559K |
| Alterna Wealth Management, Inc. | 0.46% | Reduce -7.7% | 23,002 | $557K |
| Woodley Farra Manion Portfolio Management Inc. | 0.03% | Add +16.8% | 22,952 | $556K |
| Mattern Capital Management, LLC | 0.07% | No change | 22,870 | $554K |
| American Trust | 0.05% | Add +2.9% | 22,590 | $547K |
| Kastel Capital Advisors, LLC | 0.33% | — | 22,464 | $544K |
| Neuberger Berman Group LLC | 0.00% | Add +33.1% | 22,205 | $538K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -15.4% | 22,000 | $533K |
| Provenance Wealth Advisors, LLC | 0.06% | Reduce -33.4% | 21,768 | $527K |
| Curbstone Financial Management Corp | 0.10% | New | 21,698 | $526K |
| Tableaux LLC | 0.37% | Add +0.1% | 21,418 | $519K |
| PFG Private Wealth Management, LLC | 0.23% | New | 21,307 | $516K |
| Summit Asset Management, LLC | 0.07% | Reduce -97.1% | 20,623 | $500K |
| Mutual Advisors, LLC | 0.01% | Add +12.5% | 20,314 | $492K |
| Silicon Valley Capital Partners | 0.04% | Add +1.4% | 19,883 | $482K |
| Spire Wealth Management | 0.02% | Add +17.7% | 19,667 | $477K |
| HRT Financial LP | 0.00% | New | 19,622 | $475K |
| Riverstone Advisors, LLC | 0.22% | Add +0.6% | 19,521 | $473K |
| High Note Wealth, LLC | 0.09% | Add +705.5% | 19,010 | $461K |
| StoneX Group Inc. | 0.02% | Add +7.4% | 18,824 | $456K |
| Principal Securities, Inc. | 0.01% | Add +9.7% | 18,654 | $452K |
| Rothschild Wealth LLC | 0.04% | New | 18,253 | $442K |
| Stockman Wealth Management, Inc. | 0.05% | No change | 18,169 | $440K |
| Clearstead Trust, LLC | 0.07% | New | 17,822 | $432K |
| Strategic Blueprint, LLC | 0.02% | Reduce -29.8% | 17,122 | $415K |
| Focus Financial Network, Inc. | 0.01% | Add +1.2% | 16,352 | $396K |
| Two Sigma Securities, LLC | 0.05% | Reduce -39.8% | 16,221 | $393K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 16,220 | $393K |
| Wiregrass Investment Management LLC | 0.32% | — | 15,700 | $380K |
| Oppenheimer & Co. Inc. | 0.01% | Add +8.0% | 15,687 | $380K |
| Eagle Strategies LLC | 0.05% | Add +1.0% | 15,475 | $375K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.1% | 15,409 | $373K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,294 | $371K |
| Empirical Asset Management, LLC | 0.10% | Reduce -32.2% | 15,130 | $367K |
| KPP Advisory Services LLC | 0.05% | Add +21.6% | 15,115 | $366K |
| Financial Advisory Corp | 0.05% | Add +1.4% | 14,951 | $362K |
| Walleye Partners, LLC | 0.40% | — | 14,821 | $359K |
| Aptus Capital Advisors, LLC | 0.00% | Add +131.6% | 14,764 | $358K |
| World Investment Advisors | 0.01% | Add +26.3% | 14,724 | $357K |
| Pine Haven Investment Counsel, Inc | 0.25% | Add +22.5% | 14,700 | $356K |
| Ancora Advisors LLC | 0.01% | Add +22.4% | 14,660 | $355K |
| Jacobi Capital Management LLC | 0.02% | Reduce -3.0% | 14,637 | $355K |
| Seneca House Advisors | 0.13% | Add +9.2% | 14,615 | $354K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -0.1% | 14,566 | $353K |
| Wellington Shields & Co., LLC | 0.09% | New | 14,420 | $349K |
| American Money Management, LLC | 0.05% | New | 14,325 | $347K |
| Wealthspire Advisors, LLC | 0.00% | No change | 14,305 | $347K |
| Koshinski Asset Management, Inc. | 0.02% | Add +5.3% | 14,057 | $341K |
| Trust Co of Kansas | 0.16% | No change | 13,973 | $339K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 13,672 | $331K |
| Sunbelt Securities, Inc. | 0.02% | No change | 13,642 | $331K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 13,593 | $329K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 13,440 | $326K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -27.4% | 13,090 | $317K |
| Evergreen Wealth Partners LLC | 0.27% | — | 13,056 | $316K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Reduce -26.6% | 12,987 | $315K |
| Yoder Wealth Management, Inc. | 0.14% | Add +17.7% | 12,950 | $314K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 12,706 | $308K |
| Cloud Capital Management, LLC | 0.14% | Add +77.2% | 12,660 | $306K |
| Ferguson Johnson Wealth Management Inc | 0.25% | — | 12,593 | $305K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 12,500 | $303K |
| Gradient Capital Advisors, LLC | 0.08% | Reduce -4.2% | 12,312 | $298K |
| Trust Co | 0.03% | Add +76.0% | 12,113 | $293K |
| Level Four Advisory Services, LLC | 0.01% | New | 12,109 | $293K |
| Savant Capital, LLC | 0.00% | Reduce -10.2% | 12,109 | $293K |
| Ritholtz Wealth Management | 0.01% | Add +0.2% | 12,030 | $291K |
| Horizons Wealth Management | 0.19% | Reduce -10.3% | 11,862 | $287K |
| Buttonwood Financial Advisors Inc. | 0.09% | Reduce -0.9% | 11,658 | $282K |
| AMG National Trust Bank | 0.01% | No change | 11,598 | $281K |
| Summitry LLC | 0.01% | Reduce -2.8% | 11,568 | $280K |
| Csenge Advisory Group | 0.01% | New | 11,456 | $278K |
| Wealth Advisory Solutions, LLC | 0.06% | Add +5.4% | 11,426 | $277K |
| J.E. Simmons & Co., P.C. | 0.17% | — | 10,780 | $261K |
| Greenspring Advisors, LLC | 0.02% | New | 10,758 | $261K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.21% | New | 10,624 | $257K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,575 | $256K |
| Ledyard National Bank | 0.02% | Reduce -27.4% | 10,510 | $255K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 10,462 | $254K |
| VestGen Advisors, LLC | 0.01% | New | 10,408 | $252K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -2.6% | 10,413 | $252K |
| Calton & Associates, Inc. | 0.04% | Reduce -5.9% | 10,385 | $252K |
| Cornerstone Financial Group, LLC | 0.17% | Add +1.4% | 10,228 | $248K |
| GPS Wealth Strategies Group, LLC | 0.21% | New | 10,160 | $246K |
| Droms Strauss Advisors Inc. /Mo/ | 0.06% | Reduce -95.2% | 10,070 | $244K |
| CIBC Private Wealth Group LLC | 0.00% | Add +3.5% | 10,033 | $243K |
| Bank of New Hampshire | 0.05% | No change | 9,925 | $240K |
| Betterment LLC | 0.00% | Add +9.2% | 9,814 | $238K |
| Baker Tilly Wealth Management, LLC | 0.06% | No change | 9,760 | $236K |
| Trinity Wealth Management, LLC | 0.09% | New | 9,708 | $235K |
| Signaturefd, LLC | 0.00% | Add +4.0% | 9,664 | $234K |
| Maridea Wealth Management LLC | 0.03% | New | 9,437 | $229K |
| Cypress Wealth Services, LLC | 0.03% | No change | 9,399 | $228K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 9,368 | $227K |
| Certior Financial Group, LLC | 0.15% | New | 9,310 | $226K |
| Cfo Capital Management LLC | 0.17% | — | 9,305 | $225K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 9,148 | $222K |
| Advisor OS, LLC | 0.02% | New | 9,109 | $221K |
| Calamos Wealth Management LLC | 0.01% | No change | 9,060 | $220K |
| Crusonia Wealth Advisors LLC | 0.05% | — | 8,970 | $217K |
| Fortune Financial Group, Inc. | 0.21% | — | 8,537 | $212K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 8,590 | $208K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 8,493 | $206K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +0.3% | 8,436 | $204K |
| Cordgrass Capital Advisors, LLC | 0.05% | New | 8,338 | $202K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,325 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 8,277 | $201K |
| SageView Advisory Group, LLC | 0.01% | New | 8,212 | $199K |
| Asset Dedication, LLC | 0.01% | Add +0.0% | 7,535 | $183K |
| Coastline Trust Co | 0.02% | No change | 7,371 | $179K |
| FMR LLC | 0.00% | Add +140.1% | 7,293 | $177K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 7,060 | $171K |
| Harbour Investments, Inc. | 0.00% | Reduce -5.5% | 6,404 | $155K |
| Fifth Third Bancorp | 0.00% | Add +189.3% | 6,261 | $152K |
| AE Wealth Management LLC | 0.00% | Add +34.0% | 5,992 | $145K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,770 | $140K |
| Bogart Wealth, LLC | 0.01% | Reduce -4.3% | 5,345 | $130K |
| Private Trust Co. NA | 0.01% | Reduce -1.5% | 5,075 | $123K |
| GAMMA Investing LLC | 0.01% | Add +2.0% | 4,958 | $120K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 4,842 | $117K |
| Addison Advisors LLC | 0.02% | No change | 4,140 | $100K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $91K |
| CNB Bank | 0.04% | Add +146.1% | 3,736 | $91K |
| Align Financial, LLC | 0.05% | — | 88,343 | $88K |
| 2UniFi Bank | 0.04% | No change | 3,515 | $85K |
| Black Cypress Capital Management, LLC | 0.06% | Add +2.0% | 3,500 | $85K |
| McIlrath & Eck, LLC | 0.01% | Add +7.0% | 3,151 | $76K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 3,000 | $73K |
| National Bank of Canada | 0.00% | Reduce -7.0% | 2,947 | $71K |
| 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% | No change | 2,500 | $61K |
| Burkett Financial Services, LLC | 0.02% | New | 2,344 | $57K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.6% | 2,267 | $55K |
| Bokf, NA | 0.00% | New | 2,069 | $50K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $49K |
| Peck Wealth Management, LLC | 0.05% | No change | 2,000 | $48K |
| Prosperity Bancshares Inc | 0.04% | — | 2,000 | $48K |
| MTM Investment Management, LLC | 0.02% | No change | 2,000 | $48K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,670 | $40K |
| Robbins Farley | 0.02% | Add +20.9% | 1,580 | $38K |
| Stephens Consulting, LLC | 0.01% | Add +1.4% | 1,544 | $37K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -66.7% | 1,500 | $36K |
| Eastern Bank | 0.00% | No change | 1,440 | $35K |
| Legacy Bridge, LLC | 0.01% | Reduce -11.2% | 1,392 | $34K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,211 | $29K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,073 | $26K |
| Hyposwiss Advisors SA | 0.02% | — | 1,035 | $25K |
| Assetmark, Inc. | 0.00% | Add +8.7% | 952 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 823 | $20K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | — | 819 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| Blue Trust, Inc. | 0.00% | Reduce -97.5% | 780 | $19K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 729 | $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 |
| Capital Analysts, LLC | 0.00% | No change | 485 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Reduce -0.4% | 450 | $10K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| SHP Wealth Management | 0.00% | — | 275 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.2% | 165 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 111 | $3K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 68 | $2K |
| BNP Paribas Financial Markets | 0.00% | No change | 30 | $727 |
| Citigroup Inc. | 0.00% | New | 14 | $339 |
"% 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.