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 |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -67.1% | 204,516 | $4.9M |
| Heartland Bank & Trust Co | 1.10% | Add +14.1% | 200,103 | $4.9M |
| Virginia Wealth Management Group, Inc. | 2.59% | Reduce -0.5% | 199,615 | $4.8M |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 197,661 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.4% | 196,608 | $4.8M |
| Hancock Whitney Corp. | 0.08% | Add +0.6% | 186,627 | $4.5M |
| 4Thought Financial Group Inc. | 2.21% | Reduce -0.8% | 184,581 | $4.5M |
| Great Diamond Partners, LLC | 0.83% | Add +23.9% | 176,985 | $4.3M |
| Moneco Advisors, LLC | 0.33% | Add +1.9% | 174,842 | $4.2M |
| Jane Street Group, LLC | 0.00% | New | 171,198 | $4.1M |
| McGlone Suttner Wealth Management, Inc. | 0.54% | Add +4.1% | 168,578 | $4.1M |
| New England Private Wealth Advisors LLC | 0.47% | Reduce -3.7% | 166,583 | $4.0M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +4.6% | 166,266 | $4.0M |
| Integrated Advisors Network LLC | 0.21% | Add +9.6% | 163,011 | $4.0M |
| Cornell Pochily Investment Advisors, Inc. | 1.15% | Reduce -0.7% | 161,896 | $3.9M |
| Equitable Holdings, Inc. | 0.02% | Add +48.0% | 154,692 | $3.7M |
| IRON Financial LLC | 1.63% | Reduce -1.0% | 153,813 | $3.7M |
| Foundation Wealth Management, LLC | 2.50% | New | 152,729 | $3.7M |
| Evergreen Private Wealth LLC | 1.46% | Add +1.5% | 148,662 | $3.6M |
| Beese Fulmer Investment Management, Inc. | 0.23% | Reduce -2.7% | 147,979 | $3.6M |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 146,863 | $3.6M |
| Sonata Capital Group Inc. | 1.31% | Reduce -0.7% | 146,103 | $3.5M |
| Precedent Wealth Partners, LLC | 0.69% | Add +3.0% | 142,738 | $3.5M |
| Phillips Financial Management, LLC | 0.24% | Add +17.1% | 137,313 | $3.3M |
| Leo Wealth, LLC | 0.24% | Add +1.0% | 137,080 | $3.3M |
| Scissortail Wealth Management, LLC | 0.66% | Add +18.0% | 135,966 | $3.3M |
| Stonebrook Private Inc. | 0.70% | Add +4.2% | 135,960 | $3.3M |
| Breachway Investments LLC | 3.09% | Add +5.2% | 133,607 | $3.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -1.6% | 130,061 | $3.2M |
| Drive Wealth Management, LLC | 0.65% | Reduce -14.5% | 126,419 | $3.1M |
| Probity Advisors, Inc. | 0.48% | Reduce -39.4% | 125,581 | $3.0M |
| TFR Capital, LLC. | 0.93% | Add +54.8% | 124,358 | $3.0M |
| Weaver Consulting Group | 0.71% | Reduce -18.0% | 122,902 | $3.0M |
| First Manhattan Co. Llc. | 0.01% | Add +13.6% | 121,406 | $2.9M |
| Smith, Moore & Co. | 0.21% | Reduce -9.6% | 117,711 | $2.9M |
| Associated Banc-Corp | 0.07% | Add +1.3% | 112,394 | $2.7M |
| Keeler Thomas Management LLC | 1.14% | Reduce -70.4% | 111,058 | $2.7M |
| Round Rock Advisors LLC | 0.41% | Add +0.1% | 109,995 | $2.7M |
| Penobscot Investment Management Company, Inc. | 0.20% | Reduce -4.3% | 107,622 | $2.6M |
| 10Elms LLP | 1.79% | Add +131.1% | 107,002 | $2.6M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -2.4% | 106,627 | $2.6M |
| Riverchase Wealth Management, LLC | 1.33% | Reduce -0.1% | 105,124 | $2.5M |
| Brighton Securities Corp. | 1.22% | Reduce -4.8% | 104,314 | $2.5M |
| Covington Investment Advisors Inc. | 0.37% | Add +2.0% | 103,348 | $2.5M |
| Sightline Wealth Advisors, LLC | 1.06% | Reduce -36.7% | 103,227 | $2.5M |
| Harbor Investment Advisory, LLC | 0.19% | Add +3.6% | 101,802 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +125.1% | 101,769 | $2.5M |
| TFO Wealth Partners, LLC | 0.33% | Add +0.7% | 99,607 | $2.4M |
| Kintra Wealth, LLC | 0.17% | Add +9.2% | 98,441 | $2.4M |
| Rossmore Private Capital | 0.21% | Add +1.6% | 96,114 | $2.3M |
| Bulltick Wealth Management, LLC | 0.51% | Reduce -78.8% | 95,430 | $2.3M |
| Centennial Advisors, LLC | 2.92% | Reduce -9.4% | 94,583 | $2.3M |
| Mosaic Family Wealth Partners, LLC | 0.23% | Add +96.7% | 92,509 | $2.2M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -5.6% | 92,004 | $2.2M |
| Godshalk Welsh Capital Management, Inc. | 1.27% | Add +6.7% | 90,025 | $2.2M |
| Crestmont Private Wealth LLC | 0.68% | New | 88,707 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +10.3% | 88,213 | $2.1M |
| Commonwealth Financial Services, LLC | 0.33% | Reduce -0.2% | 85,071 | $2.1M |
| Klaas Financial Asset Advisors, LLC | 0.28% | Add +2.7% | 84,593 | $2.1M |
| 4J Wealth Management LLC | 1.16% | Reduce -2.2% | 83,930 | $2.0M |
| Cary Street Partners Financial LLC | 0.05% | Reduce -3.6% | 82,260 | $2.0M |
| Fortis Capital Management LLC | 0.26% | Reduce -0.4% | 81,562 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -14.6% | 81,453 | $2.0M |
| Wrapmanager Inc. | 0.68% | Add +2.5% | 80,826 | $2.0M |
| Livet Wealth, LLC | 1.23% | Add +29.4% | 79,583 | $1.9M |
| Montecito Bank & Trust | 0.31% | Add +7.9% | 77,976 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.38% | Reduce -1.0% | 77,676 | $1.9M |
| Endowment Wealth Management, Inc. | 0.83% | Add +23.8% | 76,957 | $1.9M |
| Valley Wealth Managers, Inc. | 0.12% | Add +1.0% | 76,792 | $1.9M |
| Cerity Partners LLC | 0.00% | New | 74,788 | $1.8M |
| Beacon Financial Group | 0.18% | Reduce -3.3% | 74,740 | $1.8M |
| Independent Advisor Alliance | 0.02% | New | 74,033 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +1.4% | 73,579 | $1.8M |
| MidFirst Bank | 0.14% | Add +0.9% | 71,150 | $1.7M |
| Foundry Financial Group, Inc. | 0.85% | Reduce -12.6% | 70,914 | $1.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.31% | Add +42.3% | 70,095 | $1.7M |
| Eldridge Investment Advisors, Inc. | 0.37% | Add +2.2% | 70,061 | $1.7M |
| James Investment Research, Inc. | 0.19% | Reduce -4.8% | 70,028 | $1.7M |
| Harbor Advisory Corp. | 0.49% | No change | 67,891 | $1.6M |
| Arcataur Capital Management LLC | 0.45% | No change | 66,548 | $1.6M |
| Baron Silver Stevens Financial Advisors, LLC | 0.23% | Reduce -2.7% | 66,433 | $1.6M |
| Hills Bank & Trust Co | 0.08% | Add +0.2% | 64,597 | $1.6M |
| AlTi Global, Inc. | 0.03% | No change | 63,400 | $1.5M |
| Private Client Services, LLC | 0.45% | New | 62,234 | $1.5M |
| Black Swift Group, LLC | 0.26% | Reduce -6.7% | 62,200 | $1.5M |
| High Note Wealth, LLC | 0.29% | Add +223.5% | 61,495 | $1.5M |
| Syon Capital LLC | 0.07% | New | 61,194 | $1.5M |
| Redwood Financial Network Corp | 0.96% | Add +1.6% | 60,338 | $1.5M |
| Northwest Bancshares, Inc. | 0.29% | Reduce -2.9% | 59,223 | $1.4M |
| Farmers National Bank | 0.31% | Add +0.6% | 57,534 | $1.4M |
| Archford Capital Strategies, LLC | 0.16% | Reduce -1.9% | 57,280 | $1.4M |
| Gould Asset Management LLC | 0.24% | Add +0.1% | 56,640 | $1.4M |
| Cove Private Wealth, LLC | 0.31% | Add +66.4% | 55,807 | $1.4M |
| Accretive Wealth Partners, LLC | 0.38% | Add +15.3% | 55,728 | $1.4M |
| LifePlan Financial, LLC | 0.98% | Reduce -34.0% | 54,921 | $1.3M |
| Reliant Wealth Planning | 0.40% | Reduce -3.1% | 54,694 | $1.3M |
| Dudley Capital Management, LLC | 0.58% | Add +14.2% | 53,999 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +0.1% | 53,162 | $1.3M |
| Element Wealth, LLC | 0.53% | Add +3.1% | 52,794 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.0% | 52,676 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +39.3% | 52,392 | $1.3M |
| Hurley Capital, LLC | 0.67% | Reduce -2.2% | 51,246 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.15% | Add +0.3% | 50,792 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | New | 49,682 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -10.9% | 48,950 | $1.2M |
| Blue Square Asset Management, LLC | 0.56% | Reduce -1.9% | 48,420 | $1.2M |
| AssuredPartners Investment Advisors, LLC | 0.13% | New | 48,257 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -42.3% | 47,823 | $1.2M |
| PSI Advisors, LLC | 0.27% | Add +3.0% | 46,601 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +0.4% | 46,514 | $1.1M |
| CGN Advisors LLC | 0.08% | Reduce -26.2% | 42,221 | $1.0M |
| Mgo One Seven LLC | 0.02% | Reduce -4.6% | 41,429 | $1.0M |
| FourThought Financial Partners, LLC | 0.09% | Reduce -3.8% | 41,282 | $1.0M |
| Granite Harbor Advisors, Inc. | 0.43% | Add +76.6% | 41,092 | $996K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.2% | 40,704 | $986K |
| Cannon Financial Strategists, Inc. | 0.13% | Add +0.6% | 40,536 | $983K |
| Timber Creek Capital Management LLC | 0.23% | Add +0.5% | 39,866 | $966K |
| ADG Wealth Management Group, LLC | 0.67% | Add +19.3% | 39,742 | $963K |
| Belpointe Asset Management LLC | 0.03% | Reduce -7.6% | 39,306 | $953K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -16.2% | 38,886 | $943K |
| HB Wealth Management, LLC | 0.01% | New | 38,880 | $942K |
| Diversify Wealth Management, LLC | 0.02% | New | 37,608 | $912K |
| Littlejohn Financial Services, Inc. | 0.66% | Add +0.5% | 36,204 | $878K |
| Twin Cities Retirement Group LLC | 0.80% | Add +0.5% | 35,872 | $870K |
| TLWM | 0.16% | No change | 35,730 | $866K |
| Bullock Wealth Management Group | 0.43% | Reduce -11.6% | 35,687 | $862K |
| Atwater Malick LLC | 0.23% | Add +4.0% | 35,040 | $849K |
| Straight Path Wealth Management | 0.22% | Add +1.4% | 34,423 | $834K |
| Wealth Advisory Solutions, LLC | 0.19% | Add +200.9% | 34,386 | $834K |
| Seneca House Advisors | 0.33% | Add +133.9% | 34,189 | $829K |
| HORAN Wealth, LLC | 0.08% | No change | 34,108 | $826K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.7% | 34,000 | $824K |
| Duncker Streett & Co. Inc. | 0.15% | Add +40.6% | 33,598 | $814K |
| Ranch Capital Advisors Inc. | 0.29% | Add +6.5% | 32,887 | $797K |
| Focused Alpha, LLC | 0.25% | Reduce -9.7% | 32,796 | $795K |
| Adirondack Trust Co. | 0.27% | Reduce -1.0% | 32,799 | $795K |
| SMI Advisory Services, LLC | 0.13% | Add +4.5% | 32,858 | $794K |
| River's Edge Wealth Management, LLC | 0.73% | Add +0.3% | 32,294 | $783K |
| Barrett & Company, Inc. | 0.27% | Add +11.4% | 31,769 | $770K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.8% | 31,575 | $765K |
| Beacon Financial Planning, Inc. | 0.30% | Add +24.4% | 31,429 | $762K |
| OFS Enterprise LLC | 0.22% | — | 31,107 | $754K |
| Brookstone Capital Management | 0.01% | Reduce -1.3% | 31,030 | $752K |
| First Interstate Bank | 0.04% | Add +0.5% | 30,949 | $750K |
| Tableaux LLC | 0.35% | Add +40.9% | 30,184 | $732K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.6% | 29,948 | $726K |
| Curbstone Financial Management Corp | 0.14% | Add +37.7% | 29,874 | $724K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 29,569 | $717K |
| Aprio Wealth Management, LLC | 0.04% | New | 29,538 | $716K |
| Woodley Farra Manion Portfolio Management Inc. | 0.03% | Add +28.3% | 29,441 | $714K |
| Cherry Tree Wealth Management, LLC | 0.15% | Reduce -27.6% | 29,370 | $712K |
| Summit Wealth Group, LLC | 0.16% | No change | 28,806 | $698K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -2.2% | 28,526 | $691K |
| Fifth Third Bancorp | 0.00% | Add +354.3% | 28,443 | $689K |
| Flow Traders U.S. LLC | 0.02% | New | 28,271 | $685K |
| Dearborn Partners LLC | 0.04% | Add +11.2% | 28,118 | $682K |
| Baird Financial Group, Inc. | 0.00% | Add +17.8% | 27,972 | $678K |
| DecisionMap Wealth Management, LLC | 0.43% | Reduce -2.1% | 27,645 | $670K |
| Summit Wealth Partners, LLC | 0.11% | No change | 27,599 | $669K |
| Autumn Glory Partners, LLC | 0.25% | Add +0.1% | 27,595 | $669K |
| Gilbert Capital Group, Inc. | 0.51% | Reduce -27.2% | 27,426 | $665K |
| JDM Financial Group LLC | 0.25% | Reduce -2.9% | 27,134 | $658K |
| Stokes Family Office, LLC | 0.07% | Reduce -34.3% | 26,843 | $651K |
| Princeton Global Asset Management LLC | 0.10% | Reduce -3.8% | 26,004 | $630K |
| Signaturefd, LLC | 0.01% | Add +168.5% | 25,951 | $629K |
| Foundations Investment Advisors, LLC | 0.01% | New | 24,947 | $605K |
| Gilbert & Cook, Inc. | 0.08% | Reduce -11.3% | 24,313 | $589K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.26% | New | 23,994 | $582K |
| Roble, Belko & Company, Inc | 0.07% | Add +0.0% | 23,808 | $577K |
| Spire Wealth Management | 0.02% | Add +20.0% | 23,606 | $572K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -25.7% | 23,637 | $571K |
| Riverstone Advisors, LLC | 0.28% | Add +18.4% | 23,107 | $560K |
| Robinson Smith Wealth Advisors LLC | 0.37% | Reduce -19.3% | 22,802 | $553K |
| Provenance Wealth Advisors, LLC | 0.06% | Add +4.4% | 22,722 | $551K |
| Goldman Sachs Group Inc. | 0.00% | Add +48.0% | 22,643 | $549K |
| American Trust | 0.05% | No change | 22,590 | $548K |
| Kastel Capital Advisors, LLC | 0.33% | No change | 22,464 | $544K |
| Neuberger Berman Group LLC | 0.00% | No change | 22,205 | $538K |
| Rothschild Wealth LLC | 0.05% | Add +21.5% | 22,172 | $537K |
| International Assets Investment Management, LLC | 0.04% | Reduce -20.1% | 21,812 | $527K |
| Summit Asset Management, LLC | 0.07% | Reduce -0.0% | 20,621 | $500K |
| Silicon Valley Capital Partners | 0.05% | Add +0.7% | 20,018 | $485K |
| Waverly Advisors, LLC | 0.00% | New | 19,977 | $484K |
| Lee Financial Co | 0.07% | New | 19,330 | $469K |
| Summit Financial, LLC | 0.01% | New | 19,023 | $461K |
| Alterna Wealth Management, Inc. | 0.34% | Reduce -18.6% | 18,714 | $454K |
| Paradigm, Strategies in Wealth Management, LLC | 0.30% | Reduce -63.1% | 18,449 | $447K |
| Cloud Capital Management, LLC | 0.19% | Add +46.0% | 18,477 | $447K |
| Clearstead Trust, LLC | 0.07% | Add +1.9% | 18,156 | $440K |
| Principal Securities, Inc. | 0.01% | Reduce -2.7% | 18,154 | $440K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -18.2% | 18,000 | $436K |
| KPP Advisory Services LLC | 0.06% | Add +16.5% | 17,615 | $427K |
| Stockman Wealth Management, Inc. | 0.05% | Reduce -6.0% | 17,071 | $414K |
| Strategic Blueprint, LLC | 0.02% | Reduce -1.3% | 16,902 | $410K |
| Mutual Advisors, LLC | 0.01% | Reduce -17.8% | 16,701 | $405K |
| Focus Financial Network, Inc. | 0.01% | No change | 16,352 | $396K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 16,220 | $393K |
| Jacobi Capital Management LLC | 0.02% | Add +10.4% | 16,154 | $392K |
| Meridian Wealth Management, LLC | 0.01% | Add +21.3% | 15,881 | $385K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +69.4% | 15,873 | $385K |
| Wiregrass Investment Management LLC | 0.32% | No change | 15,700 | $381K |
| Koshinski Asset Management, Inc. | 0.02% | Add +10.6% | 15,543 | $377K |
| BridgePort Financial Solutions, LLC | 0.11% | Reduce -44.5% | 15,483 | $375K |
| Pine Haven Investment Counsel, Inc | 0.27% | Add +3.4% | 15,200 | $368K |
| Empirical Asset Management, LLC | 0.10% | No change | 15,130 | $367K |
| Summitry LLC | 0.01% | Add +29.4% | 14,968 | $363K |
| Walleye Partners, LLC | 0.44% | Add +0.7% | 14,921 | $362K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 14,661 | $355K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +0.0% | 14,567 | $353K |
| World Investment Advisors | 0.01% | Reduce -2.0% | 14,429 | $350K |
| Wellington Shields & Co., LLC | 0.09% | No change | 14,420 | $350K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -6.8% | 14,356 | $348K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.9% | 14,336 | $348K |
| American Money Management, LLC | 0.06% | No change | 14,325 | $347K |
| Wealthspire Advisors, LLC | 0.00% | No change | 14,305 | $347K |
| Financial Advisory Corp | 0.05% | Reduce -5.6% | 14,112 | $342K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 13,672 | $331K |
| Sunbelt Securities, Inc. | 0.02% | No change | 13,642 | $331K |
| Trust Co of Kansas | 0.18% | Reduce -2.8% | 13,576 | $329K |
| One Plus One Wealth Management, LLC | 0.14% | Reduce -77.5% | 13,441 | $326K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -2.1% | 13,306 | $323K |
| Evergreen Wealth Partners LLC | 0.24% | Reduce -0.4% | 13,007 | $315K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 12,950 | $314K |
| Summit Trail Advisors, LLC | 0.00% | New | 12,800 | $310K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Reduce -1.7% | 12,769 | $310K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 12,706 | $308K |
| Ferguson Johnson Wealth Management Inc | 0.25% | No change | 12,593 | $305K |
| Fortune Financial Group, Inc. | 0.27% | Add +46.5% | 12,509 | $303K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 12,500 | $303K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 12,312 | $298K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.14% | New | 12,263 | $297K |
| Trust Co | 0.03% | Add +0.3% | 12,153 | $295K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 12,113 | $294K |
| STAR Financial Bank | 0.14% | Reduce -63.3% | 11,934 | $289K |
| Csenge Advisory Group | 0.01% | Add +4.0% | 11,910 | $289K |
| Cfo Capital Management LLC | 0.23% | Add +26.1% | 11,735 | $284K |
| Buttonwood Financial Advisors Inc. | 0.09% | No change | 11,658 | $283K |
| Harbour Investments, Inc. | 0.00% | Add +81.3% | 11,613 | $282K |
| AMG National Trust Bank | 0.01% | No change | 11,598 | $281K |
| PFG Private Wealth Management, LLC | 0.12% | Reduce -45.6% | 11,584 | $281K |
| KOM Wealth Management Group, LLC | 0.19% | Reduce -57.8% | 11,290 | $274K |
| Eagle Strategies LLC | 0.03% | Reduce -27.1% | 11,283 | $273K |
| Greenspring Advisors, LLC | 0.02% | No change | 10,758 | $261K |
| Horizons Wealth Management | 0.17% | Reduce -9.9% | 10,683 | $259K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,575 | $256K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.0% | 10,568 | $256K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -33.0% | 10,516 | $255K |
| Ledyard National Bank | 0.02% | No change | 10,510 | $255K |
| Mattern Capital Management, LLC | 0.03% | Reduce -54.1% | 10,495 | $254K |
| VestGen Advisors, LLC | 0.01% | Add +0.8% | 10,487 | $254K |
| Cornerstone Financial Group, LLC | 0.16% | Add +1.0% | 10,332 | $250K |
| Savant Capital, LLC | 0.00% | Reduce -15.4% | 10,239 | $248K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,036 | $243K |
| Seeds Investor LLC | 0.03% | New | 10,003 | $242K |
| Bank of New Hampshire | 0.06% | No change | 9,925 | $241K |
| Moors & Cabot, Inc. | 0.01% | New | 9,891 | $240K |
| Baker Tilly Wealth Management, LLC | 0.06% | No change | 9,760 | $237K |
| Trinity Wealth Management, LLC | 0.09% | No change | 9,708 | $235K |
| Bessemer Group Inc. | 0.00% | New | 9,594 | $233K |
| Trust Point Inc. | 0.02% | New | 9,532 | $231K |
| Novem Group | 0.03% | New | 9,475 | $230K |
| OneAscent Financial Services LLC | 0.01% | New | 9,449 | $229K |
| Cypress Wealth Services, LLC | 0.03% | No change | 9,399 | $228K |
| Nestegg Advisors, Inc. | 0.20% | Reduce -59.6% | 9,322 | $226K |
| Certior Financial Group, LLC | 0.14% | No change | 9,310 | $226K |
| Maridea Wealth Management LLC | 0.03% | Reduce -2.4% | 9,210 | $223K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 9,148 | $222K |
| Aspen Wealth Management LLC | 0.04% | New | 9,110 | $221K |
| Calamos Wealth Management LLC | 0.01% | No change | 9,060 | $220K |
| Calamos Advisors LLC | 0.00% | New | 9,060 | $220K |
| Crusonia Wealth Advisors LLC | 0.05% | Add +0.7% | 9,031 | $219K |
| Choreo, LLC | 0.00% | New | 8,923 | $216K |
| Journey Advisory Group, LLC | 0.02% | Reduce -98.9% | 8,664 | $210K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 8,590 | $208K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +2.6% | 8,557 | $207K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +0.1% | 8,448 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,325 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 8,277 | $201K |
| Bogart Wealth, LLC | 0.01% | Add +50.1% | 8,022 | $194K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +245.3% | 7,829 | $190K |
| Ascentis Independent Advisors | 0.01% | New | 7,800 | $189K |
| Bank of Montreal | 0.00% | Reduce -67.0% | 7,743 | $188K |
| Asset Dedication, LLC | 0.01% | No change | 7,535 | $183K |
| Ballast Advisors LLC | 0.05% | New | 7,212 | $175K |
| FMR LLC | 0.00% | Reduce -5.5% | 6,891 | $167K |
| Coastline Trust Co | 0.02% | Reduce -13.6% | 6,371 | $154K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 6,019 | $146K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -89.3% | 5,997 | $145K |
| Truvestments Capital LLC | 0.02% | New | 5,311 | $129K |
| Private Trust Co. NA | 0.01% | No change | 5,075 | $123K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 4,842 | $117K |
| Intentional Wealth Strategies, LLC | 0.11% | — | 4,825 | $117K |
| Addison Advisors LLC | 0.02% | Add +0.2% | 4,150 | $101K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -45.9% | 3,820 | $93K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $92K |
| CNB Bank | 0.04% | Reduce -1.0% | 3,700 | $90K |
| United Community Bank | 0.03% | New | 3,652 | $89K |
| Align Financial, LLC | 0.05% | Reduce -95.9% | 3,646 | $88K |
| 2UniFi Bank | 0.04% | No change | 3,515 | $85K |
| Black Cypress Capital Management, LLC | 0.06% | No change | 3,500 | $85K |
| Orion Capital Management LLC | 0.03% | New | 3,300 | $80K |
| McIlrath & Eck, LLC | 0.01% | Add +0.7% | 3,173 | $77K |
| Sarver Vrooman Wealth Advisors | 0.05% | Reduce -99.8% | 3,038 | $74K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,000 | $73K |
| National Bank of Canada | 0.00% | Reduce -0.8% | 2,924 | $71K |
| Napier Financial, LLC | 0.02% | New | 2,815 | $68K |
| 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% | Add +0.6% | 2,359 | $57K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 2,139 | $52K |
| Peck Wealth Management, LLC | 0.05% | No change | 2,000 | $48K |
| Prosperity Bancshares Inc | 0.04% | No change | 2,000 | $48K |
| MTM Investment Management, LLC | 0.02% | No change | 2,000 | $48K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 2,000 | $48K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $48K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,797 | $44K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,670 | $40K |
| Robbins Farley | 0.02% | No change | 1,580 | $38K |
| Arcadia Investment Management Corp. | 0.01% | No change | 1,500 | $36K |
| Eastern Bank | 0.00% | No change | 1,440 | $35K |
| Legacy Bridge, LLC | 0.01% | No change | 1,392 | $34K |
| Assetmark, Inc. | 0.00% | Add +31.9% | 1,256 | $30K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -0.7% | 1,066 | $26K |
| Hyposwiss Advisors SA | 0.02% | No change | 1,035 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 823 | $20K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 819 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| Blue Trust, Inc. | 0.00% | Add +0.6% | 785 | $19K |
| Vanguard Advisers Inc. | 0.00% | — | 713 | $17K |
| Kennebec Savings Bank | 0.01% | No change | 665 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -57.8% | 511 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +0.7% | 453 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 393 | $10K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| SHP Wealth Management | 0.00% | No change | 275 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.6% | 166 | $4K |
| BNP Paribas Financial Markets | 0.00% | Add +183.3% | 85 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -98.5% | 1 | $17 |
"% 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.