iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q1 2026 (March 31)440holders +2
42new positions
35sold out
1famous investor
$24.24avg. 13F price*
At the end of Q1 2026, 440 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, up 2 from Q4 2025. 42 opened new positions and 35 sold out. The largest holders were Bank of America Corp. ($237.2M), Mercer Global Advisors Inc. ($103.6M) and HM Payson & Co. ($101.6M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $46.6M |
| Exits | 35 | $100.7M |
All 13F filers, Q4 2025 → Q1 2026: 6,549,758 shares bought and 12,231,231 shares sold, net −5,681,473 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 440 holders
| Bank of America Corp. | 0.02% | Add +0.2% | 9,785,471 | $237.2M |
| Mercer Global Advisors Inc. | 0.15% | Add +3.3% | 4,273,058 | $103.6M |
| HM Payson & Co. | 1.47% | Reduce -2.2% | 4,190,511 | $101.6M |
| LPL Financial LLC | 0.03% | Reduce -0.1% | 4,044,967 | $98.0M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 3,750,218 | $90.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -17.7% | 2,666,707 | $64.6M |
| Sound View Wealth Advisors Group, LLC | 3.27% | Reduce -1.6% | 1,981,257 | $48.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +19.6% | 1,684,063 | $40.8M |
| Captrust Financial Advisors | 0.07% | Reduce -47.1% | 1,544,174 | $37.4M |
| Gratus Wealth Advisors, LLC | 5.25% | Add +4.2% | 1,496,505 | $36.3M |
| Royal Bank of Canada | 0.01% | Reduce -2.0% | 1,456,647 | $35.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -2.7% | 1,446,933 | $35.0M |
| Kathmere Capital Management, LLC | 2.09% | Add +9.0% | 1,392,870 | $33.8M |
| Howland Capital Management LLC | 1.27% | Reduce -0.9% | 1,328,040 | $32.2M |
| Shufro Rose & Co. LLC | 2.05% | Add +4.4% | 1,243,779 | $30.1M |
| Focus Partners Wealth | 0.03% | Reduce -5.2% | 1,231,735 | $29.9M |
| Sigma Investment Counselors Inc. | 1.48% | Reduce -4.0% | 1,157,018 | $28.0M |
| RVW Wealth, LLC | 2.15% | Reduce -13.5% | 1,140,545 | $27.6M |
| NewEdge Advisors, LLC | 0.10% | Add +6.5% | 1,114,439 | $27.0M |
| Kestra Advisory Services, LLC | 0.09% | Add +21.3% | 1,032,655 | $25.0M |
| Wells Fargo & Company | 0.01% | Reduce -15.8% | 1,023,954 | $24.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -5.5% | 1,018,078 | $24.7M |
| Mariner, LLC | 0.03% | Add +3.0% | 1,012,174 | $24.5M |
| TABR Capital Management, LLC | 22.20% | Add +1.9% | 995,431 | $24.1M |
| IFS Advisors, LLC | 12.09% | Add +3.4% | 967,802 | $23.5M |
| Mesirow Financial Investment Management, Inc. | 0.35% | Add +98.1% | 882,856 | $21.4M |
| Truist Financial Corp. | 0.03% | Add +4.3% | 866,738 | $21.0M |
| Venture Visionary Partners LLC | 0.70% | Add +4.2% | 864,007 | $20.9M |
| Benjamin Edwards Inc. | 0.20% | Add +7.5% | 809,589 | $19.6M |
| Rebalance, LLC | 1.07% | Reduce -1.6% | 760,385 | $18.4M |
| US Bancorp \de | 0.02% | Reduce -2.7% | 753,280 | $18.3M |
| MV Capital Management, Inc. | 1.79% | Add +4.1% | 751,427 | $18.2M |
| Glenview Trust Co | 0.27% | Add +7.7% | 710,955 | $17.2M |
| Cwm, LLC | 0.04% | Add +15.4% | 676,932 | $16.4M |
| Sanctuary Advisors, LLC | 0.09% | Add +2.7% | 656,994 | $15.9M |
| NovaPoint Capital, LLC | 3.86% | Reduce -2.6% | 634,876 | $15.4M |
| Capital Investment Advisors, LLC | 0.22% | Add +14.3% | 618,381 | $15.0M |
| Strid Group, LLC | 1.82% | Add +2.8% | 605,901 | $14.7M |
| BlackRock, Inc. | 0.00% | Add +59.5% | 591,702 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +8.0% | 587,263 | $14.2M |
| Spinnaker Trust | 0.77% | Add +6.4% | 574,526 | $13.9M |
| CENTRAL TRUST Co | 0.26% | Reduce -14.5% | 544,053 | $13.2M |
| Wick Capital Partners, LLC | 2.14% | Add +8.3% | 483,277 | $11.7M |
| IFP Advisors, Inc | 0.24% | Add +21.4% | 481,235 | $11.7M |
| Beaumont Asset Management, L.L.C. | 5.19% | Add +80.0% | 476,015 | $11.5M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -3.5% | 467,626 | $11.3M |
| Lyell Wealth Management, LP | 0.83% | Reduce -6.4% | 466,279 | $11.3M |
| Moseley Investment Management Inc. | 3.31% | Add +4.0% | 427,717 | $10.4M |
| Arrow Financial Corp | 1.04% | Reduce -26.4% | 425,552 | $10.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +13.7% | 423,284 | $10.3M |
| Allworth Financial LP | 0.04% | Add +2.4% | 422,914 | $10.3M |
| First National Trust Co | 0.35% | Add +10.0% | 421,948 | $10.2M |
| Balentine LLC | 0.40% | Add +49.5% | 413,945 | $10.0M |
| Arcadia Investment Advisors LLC | 4.52% | Add +5.3% | 395,319 | $9.6M |
| Composition Wealth, LLC | 0.13% | Add +170.1% | 385,152 | $9.3M |
| Leavell Investment Management, Inc. | 0.38% | Add +3.3% | 384,335 | $9.3M |
| Stifel Financial Corp. | 0.01% | Add +3.9% | 383,721 | $9.3M |
| United Capital Financial Advisors, LLC | 0.06% | Add +22.9% | 372,480 | $9.0M |
| McGuire Investment Group, LLC | 0.99% | Reduce -2.2% | 361,392 | $8.8M |
| Sax Wealth Advisors, LLC | 0.42% | No change | 361,295 | $8.8M |
| Cetera Investment Advisers | 0.01% | Add +12.3% | 354,257 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +115.0% | 346,653 | $8.4M |
| Kesler, Norman & Wride, LLC | 1.41% | Add +0.4% | 338,601 | $8.2M |
| Atria Investments, Inc | 0.09% | Add +3.6% | 338,284 | $8.2M |
| Madden Advisory Services, Inc. | 3.15% | Add +4.3% | 330,152 | $8.0M |
| Ironwood Financial, llc | 1.38% | Reduce -3.1% | 325,923 | $7.9M |
| InvesTrust | 3.30% | Reduce -2.9% | 324,114 | $7.9M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -0.2% | 317,587 | $7.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +17.5% | 309,783 | $7.5M |
| Merit Financial Group, LLC | 0.06% | Add +6.0% | 306,232 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -8.7% | 301,268 | $7.3M |
| Peloton Wealth Strategists | 3.02% | Reduce -0.9% | 299,140 | $7.3M |
| Susquehanna International Group, LLP | 0.01% | New | 297,340 | $7.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +25.4% | 296,826 | $7.2M |
| Cornerstone Planning, LLC | 1.57% | Reduce -51.8% | 287,167 | $7.0M |
| Parallel Advisors, LLC | 0.12% | Add +7.9% | 269,365 | $6.5M |
| Resonant Capital Advisors, LLC | 0.33% | Reduce -0.4% | 257,107 | $6.2M |
| Modern Wealth Management, LLC | 0.11% | Add +20.3% | 257,844 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Reduce -4.0% | 253,392 | $6.1M |
| Regions Financial Corp. | 0.04% | Add +13.4% | 249,174 | $6.0M |
| Fulton Breakefield Broenniman LLC | 0.39% | Reduce -3.9% | 248,643 | $6.0M |
| Citadel Advisors | 0.00% | New | 243,254 | $5.9M |
| Hamel Associates, Inc. | 1.68% | Add +1.7% | 242,963 | $5.9M |
| Laurel Wealth Advisors LLC | 0.58% | Reduce -4.7% | 240,600 | $5.8M |
| Signature Wealth Management Group | 2.14% | Reduce -1.1% | 232,146 | $5.6M |
| MCF Advisors LLC | 0.24% | Add +0.6% | 230,542 | $5.6M |
| Quantum Financial Advisors, LLC | 0.62% | Add +7.0% | 228,110 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 227,291 | $5.5M |
| Crews Bank & Trust | 0.79% | Reduce -0.8% | 225,705 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 2.12% | Add +77.7% | 224,656 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.9% | 222,894 | $5.4M |
| Krilogy Financial LLC | 0.17% | Reduce -0.2% | 220,573 | $5.3M |
| Praetorian Wealth Management, Inc. | 1.01% | Reduce -11.5% | 220,392 | $5.3M |
| Winthrop Partners - WNY, LLC | 2.83% | Reduce -1.8% | 219,403 | $5.3M |
| Delta Wealth Advisors LLC | 4.05% | Add +31.1% | 219,375 | $5.3M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -6.7% | 216,018 | $5.2M |
| Sowell Financial Services LLC | 0.19% | Add +3.2% | 211,829 | $5.1M |
| LBMC Investment Advisors, LLC | 0.31% | New | 211,425 | $5.1M |
| Creative Planning | 0.00% | Add +2.0% | 209,513 | $5.1M |
| Aviance Capital Partners, LLC | 0.59% | Add +5.1% | 209,114 | $5.1M |
"% 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.