iShares Ibonds Dec 2026 TermIBDRETF
13F holders, Q2 2026 (June 30)423holders −17
30new positions
42sold out
1famous investor
$24.23avg. 13F price*
At the end of Q2 2026, 423 institutions reported holding iShares Ibonds Dec 2026 Term (IBDR) in their 13F filings, down 17 from Q1 2026. 30 opened new positions and 42 sold out. The largest holders were Bank of America Corp. ($238.2M), Mercer Global Advisors Inc. ($104.5M) and HM Payson & Co. ($101.4M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $19.9M |
| Exits | 42 | $76.5M |
All 13F filers, Q1 2026 → Q2 2026: 3,775,127 shares bought and 10,668,884 shares sold, net −6,893,757 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| Bank of America Corp. | 0.02% | Add +0.5% | 9,829,831 | $238.2M |
| Mercer Global Advisors Inc. | 0.13% | Add +0.9% | 4,313,634 | $104.5M |
| HM Payson & Co. | 1.34% | Reduce -0.1% | 4,186,318 | $101.4M |
| LPL Financial LLC | 0.02% | Reduce -4.1% | 3,879,923 | $94.0M |
| Morgan Stanley | 0.00% | Reduce -4.6% | 3,576,118 | $86.6M |
| Raymond James Financial Inc. | 0.02% | Reduce -6.8% | 2,484,975 | $60.2M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -2.1% | 1,648,333 | $39.9M |
| Gratus Wealth Advisors, LLC | 4.71% | Add +2.1% | 1,527,912 | $37.0M |
| Kathmere Capital Management, LLC | 1.93% | Add +7.9% | 1,502,321 | $36.4M |
| Howland Capital Management LLC | 1.31% | Add +12.7% | 1,496,018 | $36.2M |
| Sound View Wealth Advisors Group, LLC | 2.21% | Reduce -25.7% | 1,472,485 | $35.7M |
| Captrust Financial Advisors | 0.05% | Reduce -8.3% | 1,415,924 | $34.3M |
| Royal Bank of Canada | 0.01% | Reduce -10.4% | 1,305,406 | $31.6M |
| RVW Wealth, LLC | 1.86% | Add +2.1% | 1,165,091 | $28.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +12.6% | 1,162,481 | $28.2M |
| Sigma Investment Counselors Inc. | 1.35% | Reduce -0.9% | 1,146,679 | $27.8M |
| NewEdge Advisors, LLC | 0.08% | Add +2.0% | 1,136,875 | $27.5M |
| Focus Partners Wealth | 0.03% | Reduce -11.2% | 1,093,602 | $26.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -26.2% | 1,068,172 | $25.9M |
| Mariner, LLC | 0.03% | Reduce -0.4% | 1,007,776 | $24.4M |
| IFS Advisors, LLC | 11.30% | Add +0.6% | 973,964 | $23.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -8.1% | 935,865 | $22.7M |
| Mesirow Financial Investment Management, Inc. | 0.33% | Reduce -1.2% | 872,266 | $21.1M |
| Truist Financial Corp. | 0.03% | Reduce -0.5% | 862,303 | $20.9M |
| Benjamin Edwards Inc. | 0.19% | Add +3.6% | 838,929 | $20.3M |
| Wells Fargo & Company | 0.00% | Reduce -18.3% | 837,009 | $20.3M |
| MV Capital Management, Inc. | 1.62% | Add +0.6% | 756,074 | $18.3M |
| Glenview Trust Co | 0.24% | Add +2.5% | 729,084 | $17.7M |
| US Bancorp \de | 0.02% | Reduce -5.2% | 714,410 | $17.3M |
| Rebalance, LLC | 0.90% | Reduce -6.4% | 711,980 | $17.3M |
| Venture Visionary Partners LLC | 0.45% | Reduce -23.3% | 662,326 | $16.0M |
| Spinnaker Trust | 0.78% | Add +15.2% | 661,842 | $16.0M |
| Capital Investment Advisors, LLC | 0.21% | Add +6.8% | 660,322 | $16.0M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.6% | 652,971 | $15.8M |
| EP Wealth Advisors, LLC | 0.05% | Add +26.5% | 591,531 | $14.3M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -2.2% | 574,362 | $13.9M |
| Strid Group, LLC | 1.45% | Reduce -11.1% | 538,854 | $13.1M |
| CENTRAL TRUST Co | 0.23% | Reduce -3.3% | 525,939 | $12.7M |
| NovaPoint Capital, LLC | 2.64% | Reduce -17.5% | 523,659 | $12.7M |
| IFP Advisors, Inc | 0.22% | Add +2.9% | 495,135 | $12.0M |
| Cetera Investment Advisers | 0.01% | Add +33.0% | 471,188 | $11.4M |
| Wick Capital Partners, LLC | 1.67% | Reduce -5.4% | 457,123 | $11.1M |
| MCF Advisors LLC | 0.39% | Add +96.4% | 452,688 | $11.0M |
| Allworth Financial LP | 0.05% | Add +6.1% | 448,668 | $10.9M |
| Global Retirement Partners, LLC | 0.16% | — | 443,156 | $10.7M |
| United Capital Financial Advisors, LLC | 0.06% | Add +18.5% | 441,512 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.0% | 431,943 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.6% | 421,595 | $10.2M |
| Arcadia Investment Advisors LLC | 4.18% | Add +3.6% | 409,478 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +75.7% | 399,319 | $9.7M |
| Balentine LLC | 0.34% | Reduce -4.0% | 397,242 | $9.6M |
| Composition Wealth, LLC | 0.11% | Add +1.9% | 392,395 | $9.5M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 392,070 | $9.5M |
| Jane Street Group, LLC | 0.01% | Add +128.6% | 391,318 | $9.5M |
| Atria Investments, Inc | 0.09% | Add +11.6% | 377,655 | $9.2M |
| First National Trust Co | 0.30% | Reduce -12.7% | 368,206 | $8.9M |
| Sax Wealth Advisors, LLC | 0.36% | Add +1.8% | 367,674 | $8.9M |
| Leavell Investment Management, Inc. | 0.31% | Reduce -8.6% | 351,386 | $8.5M |
| Osaic Holdings, Inc. | 0.01% | Add +16.4% | 350,589 | $8.5M |
| Lyell Wealth Management, LP | 0.52% | Reduce -24.9% | 350,401 | $8.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +10.2% | 341,342 | $8.3M |
| Citadel Advisors | 0.00% | Add +37.3% | 334,081 | $8.1M |
| Kesler, Norman & Wride, LLC | 1.25% | Reduce -3.7% | 325,975 | $7.9M |
| Madden Advisory Services, Inc. | 2.83% | Reduce -1.4% | 325,410 | $7.9M |
| Merit Financial Group, LLC | 0.05% | Add +5.7% | 323,679 | $7.8M |
| Parallel Advisors, LLC | 0.12% | Add +18.8% | 320,102 | $7.8M |
| InvesTrust | 2.96% | Reduce -2.1% | 317,326 | $7.7M |
| Peloton Wealth Strategists | 2.75% | Reduce -1.0% | 296,140 | $7.2M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -8.9% | 289,388 | $7.0M |
| Cornerstone Planning, LLC | 1.62% | Add +0.4% | 288,419 | $7.0M |
| Fulton Breakefield Broenniman LLC | 0.36% | Add +2.3% | 254,470 | $6.2M |
| Resonant Capital Advisors, LLC | 0.29% | Reduce -3.9% | 247,125 | $6.0M |
| Creative Planning | 0.00% | Add +15.8% | 242,647 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +20.7% | 237,318 | $5.8M |
| Laurel Wealth Advisors LLC | 0.55% | Reduce -1.9% | 236,025 | $5.7M |
| Jones Financial Companies LLLP | 0.00% | Add +18.3% | 233,838 | $5.7M |
| Delta Wealth Advisors LLC | 3.97% | Add +4.5% | 229,154 | $5.6M |
| Aviance Capital Partners, LLC | 0.58% | Add +9.5% | 229,073 | $5.6M |
| 4Thought Financial Group Inc. | 2.59% | Add +23.1% | 227,209 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 1.92% | Reduce -1.1% | 222,124 | $5.4M |
| Regions Financial Corp. | 0.03% | Reduce -11.3% | 220,984 | $5.4M |
| Hamel Associates, Inc. | 1.44% | Reduce -11.4% | 215,254 | $5.2M |
| Crews Bank & Trust | 0.67% | Reduce -6.1% | 211,905 | $5.1M |
| Heartland Bank & Trust Co | 1.06% | Add +5.8% | 211,676 | $5.1M |
| Sowell Financial Services LLC | 0.17% | Reduce -1.1% | 209,385 | $5.1M |
| Praetorian Wealth Management, Inc. | 0.87% | Reduce -5.0% | 209,282 | $5.1M |
| Winthrop Partners - WNY, LLC | 2.46% | Reduce -6.5% | 205,075 | $5.0M |
| 10Elms LLP | 2.22% | Add +90.6% | 203,963 | $4.9M |
| Arrow Financial Corp | 0.44% | Reduce -52.8% | 200,769 | $4.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 197,059 | $4.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -36.6% | 188,573 | $4.6M |
| Quantum Financial Advisors, LLC | 0.44% | Reduce -18.6% | 185,634 | $4.5M |
| Hancock Whitney Corp. | 0.07% | Reduce -2.6% | 181,703 | $4.4M |
| Ironwood Financial, llc | 0.68% | Reduce -45.3% | 178,257 | $4.3M |
| Moneco Advisors, LLC | 0.26% | Reduce -0.8% | 173,411 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -22.8% | 172,184 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -32.1% | 172,000 | $4.2M |
| McGlone Suttner Wealth Management, Inc. | 0.47% | Reduce -1.1% | 166,761 | $4.0M |
| New England Private Wealth Advisors LLC | 0.39% | Reduce -1.2% | 164,601 | $4.0M |
| Integrated Advisors Network LLC | 0.18% | Reduce -3.4% | 157,410 | $3.8M |
| Evergreen Private Wealth LLC | 1.40% | Add +4.9% | 155,968 | $3.8M |
| Equitable Holdings, Inc. | 0.02% | Add +0.7% | 155,842 | $3.8M |
| Syon Capital LLC | 0.16% | Add +146.4% | 150,764 | $3.7M |
| Beese Fulmer Investment Management, Inc. | 0.21% | Add +1.5% | 150,218 | $3.6M |
| IRON Financial LLC | 1.49% | Reduce -2.9% | 149,310 | $3.6M |
| Precedent Wealth Partners, LLC | 0.60% | Add +3.6% | 147,912 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -13.0% | 144,695 | $3.5M |
| Deutsche Bank AG | 0.00% | Reduce -3.8% | 141,304 | $3.4M |
| Scissortail Wealth Management, LLC | 0.65% | Add +2.7% | 139,693 | $3.4M |
| Sonata Capital Group Inc. | 1.09% | Reduce -5.0% | 138,850 | $3.4M |
| Stonebrook Private Inc. | 0.61% | Add +1.7% | 138,259 | $3.4M |
| Phillips Financial Management, LLC | 0.24% | Reduce -0.8% | 136,269 | $3.3M |
| Rubicon Advisors, GP | 2.34% | New | 132,570 | $3.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Add +0.2% | 130,345 | $3.2M |
| First Manhattan Co. Llc. | 0.01% | Add +2.1% | 123,997 | $3.0M |
| Covington Investment Advisors Inc. | 0.38% | Add +17.6% | 121,569 | $2.9M |
| TFR Capital, LLC. | 0.83% | Reduce -2.3% | 121,501 | $2.9M |
| Mosaic Family Wealth Partners, LLC | 0.20% | Add +29.8% | 120,095 | $2.9M |
| High Note Wealth, LLC | 0.49% | Add +91.6% | 117,814 | $2.9M |
| Penobscot Investment Management Company, Inc. | 0.19% | Add +5.5% | 113,570 | $2.8M |
| Associated Banc-Corp | 0.06% | Reduce -0.3% | 112,019 | $2.7M |
| Smith, Moore & Co. | 0.18% | Reduce -5.3% | 111,433 | $2.7M |
| Atlantic Union Bankshares Corp | 0.04% | Reduce -49.2% | 109,710 | $2.7M |
| Round Rock Advisors LLC | 0.34% | Reduce -0.7% | 109,212 | $2.6M |
| Riverchase Wealth Management, LLC | 1.23% | Add +3.3% | 108,551 | $2.6M |
| Brighton Securities Corp. | 1.13% | Add +3.9% | 108,413 | $2.6M |
| Centennial Advisors, LLC | 3.03% | Add +10.9% | 104,912 | $2.5M |
| Harbor Investment Advisory, LLC | 0.18% | Add +2.8% | 104,654 | $2.5M |
| Beaumont Asset Management, L.L.C. | 0.98% | Reduce -78.0% | 104,541 | $2.5M |
| Keeler Thomas Management LLC | 0.89% | Reduce -6.4% | 103,946 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 102,047 | $2.5M |
| MML Investors Services, LLC | 0.01% | Add +25.1% | 101,871 | $2.5M |
| Modern Wealth Management, LLC | 0.03% | Reduce -60.6% | 101,525 | $2.5M |
| TFO Wealth Partners, LLC | 0.27% | Add +1.0% | 100,604 | $2.4M |
| Crestmont Private Wealth LLC | 0.68% | Add +13.1% | 100,355 | $2.4M |
| Kintra Wealth, LLC | 0.13% | Add +1.1% | 99,472 | $2.4M |
| Fortis Capital Management LLC | 0.26% | Add +19.0% | 97,024 | $2.4M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.0% | 91,054 | $2.2M |
| Rossmore Private Capital | 0.18% | Reduce -5.8% | 90,522 | $2.2M |
| Godshalk Welsh Capital Management, Inc. | 1.18% | Add +0.1% | 90,125 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 88,213 | $2.1M |
| Breachway Investments LLC | 3.22% | Reduce -34.0% | 88,208 | $2.1M |
| Klaas Financial Asset Advisors, LLC | 0.26% | Add +1.3% | 85,697 | $2.1M |
| Commonwealth Financial Services, LLC | 0.27% | Reduce -2.0% | 83,391 | $2.0M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -24.4% | 80,630 | $2.0M |
| Montecito Bank & Trust | 0.29% | Add +2.5% | 79,909 | $1.9M |
| Old Mission Capital LLC | 0.05% | New | 79,272 | $1.9M |
| IFG Advisory, LLC | 0.07% | New | 79,012 | $1.9M |
| Endowment Wealth Management, Inc. | 0.74% | Add +2.0% | 78,510 | $1.9M |
| Livet Wealth, LLC | 1.09% | Reduce -2.0% | 77,986 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +46.8% | 77,343 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.35% | Reduce -1.7% | 76,341 | $1.9M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -10.5% | 73,598 | $1.8M |
| Wrapmanager Inc. | 0.55% | Reduce -9.7% | 72,995 | $1.8M |
| Sightline Wealth Advisors, LLC | 0.64% | Reduce -29.8% | 72,435 | $1.8M |
| Valley Wealth Managers, Inc. | 0.10% | Reduce -6.1% | 72,118 | $1.7M |
| Probity Advisors, Inc. | 0.24% | Reduce -44.0% | 70,374 | $1.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.28% | Add +0.3% | 70,294 | $1.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.45% | Reduce -57.5% | 68,763 | $1.7M |
| Foundry Financial Group, Inc. | 0.72% | Reduce -3.1% | 68,724 | $1.7M |
| MidFirst Bank | 0.12% | Reduce -3.5% | 68,669 | $1.7M |
| Cove Private Wealth, LLC | 0.32% | Add +22.8% | 68,501 | $1.7M |
| Harbor Advisory Corp. | 0.44% | No change | 67,891 | $1.6M |
| James Investment Research, Inc. | 0.16% | Reduce -4.5% | 66,861 | $1.6M |
| Arcataur Capital Management LLC | 0.40% | Reduce -0.3% | 66,338 | $1.6M |
| Hills Bank & Trust Co | 0.07% | Reduce -0.1% | 64,544 | $1.6M |
| Fiduciary Financial Advisors | 0.16% | New | 63,498 | $1.5M |
| AlTi Global, Inc. | 0.03% | No change | 63,400 | $1.5M |
| Collaborative Fund Advisors, LLC | 0.88% | New | 62,577 | $1.5M |
| Colton Groome Financial Advisors, LLC | 0.35% | New | 60,469 | $1.5M |
| Farmers National Bank | 0.29% | Add +0.6% | 57,897 | $1.4M |
| Gould Asset Management LLC | 0.22% | Add +1.7% | 57,615 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -22.8% | 56,771 | $1.4M |
| Reliant Wealth Planning | 0.37% | Add +0.6% | 55,008 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +4.0% | 54,484 | $1.3M |
| Archford Capital Strategies, LLC | 0.13% | Reduce -5.0% | 54,406 | $1.3M |
| Accretive Wealth Partners, LLC | 0.31% | Reduce -4.2% | 53,412 | $1.3M |
| Mayflower Financial Advisors, LLC | 0.11% | Add +0.2% | 53,245 | $1.3M |
| Element Wealth, LLC | 0.48% | Add +0.1% | 52,828 | $1.3M |
| Northwest Bancshares, Inc. | 0.23% | Reduce -10.9% | 52,744 | $1.3M |
| Beacon Financial Group | 0.11% | Reduce -30.5% | 51,923 | $1.3M |
| Hurley Capital, LLC | 0.65% | Add +0.8% | 51,670 | $1.3M |
| Great Diamond Partners, LLC | 0.21% | Reduce -71.0% | 51,368 | $1.2M |
| Seneca House Advisors | 0.44% | Add +49.2% | 51,022 | $1.2M |
| Johnson Bixby & Associates, LLC | 0.14% | Add +0.3% | 50,931 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | No change | 48,950 | $1.2M |
| Sigma Planning Corp | 0.03% | Add +5.1% | 48,901 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -2.6% | 48,411 | $1.2M |
| GTS Securities LLC | 0.02% | New | 48,096 | $1.2M |
| Windsor Capital Management, LLC | 0.29% | New | 46,547 | $1.1M |
| PSI Advisors, LLC | 0.26% | Reduce -1.7% | 45,801 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.2% | 44,799 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.05% | Add +6.9% | 43,509 | $1.1M |
| Timber Creek Capital Management LLC | 0.21% | Add +7.0% | 42,657 | $1.0M |
| Kastel Capital Advisors, LLC | 0.64% | Add +85.6% | 41,700 | $1.0M |
| Black Swift Group, LLC | 0.14% | Reduce -34.0% | 41,085 | $995K |
| Cannon Financial Strategists, Inc. | 0.11% | Add +0.6% | 40,778 | $988K |
| Summit Wealth Group, LLC | 0.20% | Add +39.1% | 40,083 | $971K |
| Straight Path Wealth Management | 0.23% | Add +15.9% | 39,906 | $967K |
| Private Client Services, LLC | 0.25% | Reduce -36.0% | 39,798 | $964K |
| HRT Financial LP | 0.00% | New | 39,795 | $964K |
| ADG Wealth Management Group, LLC | 0.61% | Reduce -0.1% | 39,711 | $962K |
| SMI Advisory Services, LLC | 0.16% | Add +20.7% | 39,673 | $959K |
| CGN Advisors LLC | 0.07% | Reduce -6.5% | 39,457 | $956K |
| Blue Square Asset Management, LLC | 0.37% | Reduce -21.9% | 37,799 | $916K |
| Signaturefd, LLC | 0.01% | Add +43.9% | 37,352 | $905K |
| AssuredPartners Investment Advisors, LLC | 0.09% | Reduce -23.0% | 37,172 | $901K |
| FourThought Financial Partners, LLC | 0.07% | Reduce -10.8% | 36,803 | $892K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Add +23.8% | 36,443 | $883K |
| Wealth Advisory Solutions, LLC | 0.18% | Add +3.8% | 35,676 | $864K |
| Atwater Malick LLC | 0.18% | No change | 35,040 | $849K |
| Belpointe Asset Management LLC | 0.03% | Reduce -11.2% | 34,912 | $846K |
| TLWM | 0.14% | Reduce -2.7% | 34,765 | $842K |
| Beacon Financial Planning, Inc. | 0.29% | Add +10.4% | 34,689 | $841K |
| Weaver Consulting Group | 0.17% | Reduce -72.0% | 34,389 | $833K |
| Bullock Wealth Management Group | 0.36% | Reduce -4.3% | 34,142 | $825K |
| Duncker Streett & Co. Inc. | 0.14% | Add +1.0% | 33,934 | $822K |
| Ranch Capital Advisors Inc. | 0.26% | Add +1.5% | 33,379 | $809K |
| Farther Finance Advisors, LLC | 0.01% | Add +39.1% | 32,881 | $797K |
| Diversify Advisory Services, LLC | 0.01% | New | 32,786 | $794K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -12.8% | 32,786 | $794K |
| HORAN Wealth, LLC | 0.10% | Reduce -5.4% | 32,266 | $782K |
| Pure Financial Advisors, LLC | 0.01% | Add +2.1% | 32,225 | $781K |
| Brookstone Capital Management | 0.01% | Add +3.7% | 32,187 | $780K |
| DecisionMap Wealth Management, LLC | 0.44% | Add +16.4% | 32,183 | $780K |
| Schuylkill Financial LLC | 0.72% | — | 32,181 | $780K |
| Adirondack Trust Co. | 0.23% | Reduce -3.0% | 31,810 | $770K |
| OFS Enterprise LLC | 0.19% | No change | 31,107 | $754K |
| First Interstate Bank | 0.04% | No change | 30,949 | $750K |
| Barrett & Company, Inc. | 0.21% | Reduce -2.8% | 30,891 | $748K |
| Dearborn Partners LLC | 0.04% | Add +9.3% | 30,719 | $744K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -9.9% | 30,638 | $742K |
| Baird Financial Group, Inc. | 0.00% | Add +9.5% | 30,629 | $742K |
| River's Edge Wealth Management, LLC | 0.65% | Reduce -5.5% | 30,519 | $739K |
| Roble, Belko & Company, Inc | 0.08% | Add +27.2% | 30,293 | $734K |
| Advisory Services Network, LLC | 0.01% | Add +0.1% | 29,990 | $727K |
| Curbstone Financial Management Corp | 0.12% | No change | 29,874 | $724K |
| Foundations Investment Advisors, LLC | 0.01% | Add +18.4% | 29,528 | $715K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -2.1% | 28,949 | $701K |
| Cherry Tree Wealth Management, LLC | 0.13% | Reduce -2.7% | 28,589 | $693K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.29% | Add +19.1% | 28,567 | $692K |
| Focused Alpha, LLC | 0.18% | Reduce -13.3% | 28,435 | $689K |
| Autumn Glory Partners, LLC | 0.19% | Add +0.2% | 27,639 | $670K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -4.5% | 27,241 | $660K |
| Summit Wealth Partners, LLC | 0.09% | Reduce -1.5% | 27,174 | $658K |
| Tableaux LLC | 0.28% | Reduce -10.4% | 27,040 | $655K |
| Littlejohn Financial Services, Inc. | 0.47% | Reduce -25.9% | 26,843 | $650K |
| LifePlan Financial, LLC | 0.46% | Reduce -51.1% | 26,839 | $650K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 26,384 | $639K |
| Shufro Rose & Co. LLC | 0.04% | Reduce -97.9% | 25,628 | $621K |
| Princeton Global Asset Management LLC | 0.09% | Reduce -2.5% | 25,367 | $615K |
| Stokes Family Office, LLC | 0.07% | Reduce -7.8% | 24,763 | $600K |
| Gilbert & Cook, Inc. | 0.07% | No change | 24,313 | $589K |
| Jacobi Capital Management LLC | 0.03% | Add +49.1% | 24,082 | $584K |
| Spire Wealth Management | 0.02% | No change | 23,606 | $572K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 22,722 | $551K |
| Waverly Advisors, LLC | 0.00% | Add +13.5% | 22,677 | $549K |
| American Trust | 0.04% | No change | 22,590 | $547K |
| Neuberger Berman Group LLC | 0.00% | No change | 22,205 | $538K |
| Maryland Capital Advisors Inc. | 0.17% | — | 21,808 | $528K |
| Trust Point Inc. | 0.04% | Add +125.0% | 21,443 | $520K |
| Strategic Blueprint, LLC | 0.03% | Add +24.4% | 21,034 | $510K |
| Kingsview Wealth Management, LLC | 0.01% | New | 20,962 | $508K |
| Aspen Wealth Management LLC | 0.08% | Add +123.4% | 20,355 | $493K |
| Silicon Valley Capital Partners | 0.04% | Add +1.0% | 20,218 | $490K |
| Fifth Third Bancorp | 0.00% | Reduce -29.4% | 20,082 | $487K |
| Summit Asset Management, LLC | 0.06% | Reduce -6.1% | 19,367 | $469K |
| Aptus Capital Advisors, LLC | 0.00% | Add +35.0% | 19,347 | $469K |
| Lee Financial Co | 0.06% | No change | 19,330 | $468K |
| Rothschild Wealth LLC | 0.04% | Reduce -14.5% | 18,957 | $459K |
| S.E.E.D. Planning Group LLC | 0.12% | New | 18,666 | $452K |
| Klingman & Associates, LLC | 0.02% | New | 18,406 | $446K |
| Principal Securities, Inc. | 0.01% | Add +0.5% | 18,241 | $442K |
| Clearstead Trust, LLC | 0.06% | No change | 18,156 | $440K |
| Stockman Wealth Management, Inc. | 0.04% | Add +4.4% | 17,816 | $432K |
| Robinson Smith Wealth Advisors LLC | 0.25% | Reduce -24.1% | 17,302 | $419K |
| KPP Advisory Services LLC | 0.05% | Reduce -2.8% | 17,115 | $415K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.3% | 16,651 | $403K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +3.0% | 16,346 | $396K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +13.2% | 16,245 | $394K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 16,220 | $393K |
| Wiregrass Investment Management LLC | 0.26% | No change | 15,700 | $380K |
| Pine Haven Investment Counsel, Inc | 0.25% | No change | 15,200 | $368K |
| Empirical Asset Management, LLC | 0.08% | No change | 15,130 | $367K |
| Walleye Partners, LLC | 0.42% | Add +1.0% | 15,071 | $365K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 14,663 | $355K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +0.0% | 14,568 | $353K |
| Wealthspire Advisors, LLC | 0.00% | No change | 14,305 | $347K |
| Financial Advisory Corp | 0.05% | Add +1.0% | 14,253 | $345K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -8.4% | 14,239 | $345K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -22.2% | 14,000 | $339K |
| Yoder Wealth Management, Inc. | 0.13% | Add +7.0% | 13,850 | $336K |
| Riverstone Advisors, LLC | 0.14% | Reduce -40.1% | 13,832 | $335K |
| Wellington Shields & Co., LLC | 0.07% | Reduce -4.5% | 13,779 | $334K |
| American Money Management, LLC | 0.05% | Reduce -4.2% | 13,725 | $333K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | No change | 13,672 | $331K |
| World Investment Advisors | 0.01% | Reduce -7.8% | 13,311 | $323K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.0% | 13,307 | $322K |
| Cloud Capital Management, LLC | 0.11% | Reduce -29.8% | 12,978 | $314K |
| CIBC Bancorp USA Inc. | 0.00% | Add +29.1% | 12,954 | $314K |
| Lifeworks Advisors, LLC | 0.03% | New | 12,789 | $310K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -73.4% | 12,739 | $309K |
| Cooper/Haims Advisors, LLC | 0.13% | No change | 12,706 | $308K |
| Eldridge Investment Advisors, Inc. | 0.06% | Reduce -82.0% | 12,647 | $306K |
| Ferguson Johnson Wealth Management Inc | 0.22% | No change | 12,593 | $305K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 12,500 | $303K |
| Fortune Financial Group, Inc. | 0.24% | Reduce -0.3% | 12,468 | $302K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 12,312 | $298K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.12% | No change | 12,263 | $297K |
| Trust Co | 0.03% | No change | 12,153 | $294K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.1% | 12,120 | $294K |
| Krilogy Financial LLC | 0.01% | Reduce -94.5% | 12,096 | $293K |
| Alterna Wealth Management, Inc. | 0.17% | Reduce -35.7% | 12,041 | $292K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -24.7% | 11,952 | $290K |
| Meyer Handelman Co. | 0.01% | New | 11,864 | $287K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 11,725 | $284K |
| Csenge Advisory Group | 0.01% | Reduce -1.6% | 11,718 | $284K |
| Buttonwood Financial Advisors Inc. | 0.09% | No change | 11,658 | $282K |
| Bulltick Wealth Management, LLC | 0.06% | Reduce -87.8% | 11,655 | $282K |
| AMG National Trust Bank | 0.01% | No change | 11,598 | $281K |
| PFG Private Wealth Management, LLC | 0.12% | No change | 11,584 | $281K |
| Midland Wealth Advisors, LLC | 0.01% | New | 11,029 | $267K |
| International Assets Investment Management, LLC | 0.02% | Reduce -49.9% | 10,922 | $264K |
| Seeds Investor LLC | 0.03% | Add +8.7% | 10,876 | $264K |
| STAR Financial Bank | 0.11% | Reduce -9.1% | 10,847 | $263K |
| Oppenheimer & Co. Inc. | 0.00% | Add +2.7% | 10,798 | $262K |
| Eagle Strategies LLC | 0.03% | Reduce -4.4% | 10,789 | $261K |
| Greenspring Advisors, LLC | 0.01% | No change | 10,758 | $261K |
| BridgePort Financial Solutions, LLC | 0.07% | Reduce -30.6% | 10,745 | $260K |
| Moors & Cabot, Inc. | 0.01% | Add +8.4% | 10,719 | $260K |
| Crusonia Wealth Advisors LLC | 0.04% | Add +18.3% | 10,682 | $259K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.0% | 10,674 | $258K |
| Highland Financial Advisors, LLC | 0.06% | No change | 10,575 | $256K |
| Ledyard National Bank | 0.02% | No change | 10,510 | $255K |
| VestGen Advisors, LLC | 0.01% | Add +0.2% | 10,506 | $255K |
| Mattern Capital Management, LLC | 0.03% | No change | 10,495 | $254K |
| Cornerstone Financial Group, LLC | 0.16% | Add +0.7% | 10,400 | $252K |
| Summitry LLC | 0.01% | Reduce -30.7% | 10,373 | $251K |
| Savant Capital, LLC | 0.00% | No change | 10,239 | $248K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Reduce -21.7% | 9,994 | $242K |
| Baker Tilly Wealth Management, LLC | 0.05% | No change | 9,760 | $236K |
| Trinity Wealth Management, LLC | 0.07% | No change | 9,708 | $235K |
| SageView Advisory Group, LLC | 0.01% | New | 9,638 | $234K |
| Novem Group | 0.02% | Add +1.0% | 9,570 | $232K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -67.8% | 9,525 | $231K |
| OneAscent Financial Services LLC | 0.01% | No change | 9,449 | $229K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.4% | 9,423 | $228K |
| Cypress Wealth Services, LLC | 0.03% | No change | 9,399 | $228K |
| Two Sigma Securities, LLC | 0.02% | New | 9,351 | $227K |
| Certior Financial Group, LLC | 0.12% | No change | 9,310 | $226K |
| BNP Paribas Financial Markets | 0.00% | Add +10705.9% | 9,185 | $223K |
| One Plus One Wealth Management, LLC | 0.10% | Reduce -32.1% | 9,121 | $221K |
| Calamos Wealth Management LLC | 0.01% | No change | 9,060 | $220K |
| Summit Place Financial Advisors, LLC | 0.10% | New | 9,000 | $218K |
| Axxcess Wealth Management, LLC | 0.00% | New | 8,967 | $217K |
| Davis R M Inc. | 0.00% | New | 8,833 | $214K |
| Journey Advisory Group, LLC | 0.02% | No change | 8,664 | $210K |
| MinichMacGregor Wealth Management, LLC | 0.03% | No change | 8,590 | $208K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +0.2% | 8,465 | $205K |
| Choreo, LLC | 0.00% | Reduce -6.0% | 8,389 | $203K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | No change | 8,325 | $202K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 8,277 | $201K |
| Bogart Wealth, LLC | 0.01% | No change | 8,022 | $194K |
| Asset Dedication, LLC | 0.01% | No change | 7,535 | $183K |
| FMR LLC | 0.00% | Reduce -2.9% | 6,689 | $162K |
| Coastline Trust Co | 0.01% | No change | 6,371 | $154K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 6,050 | $147K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.4% | 5,791 | $140K |
| Private Trust Co. NA | 0.01% | Reduce -1.3% | 5,010 | $121K |
| Bank of Montreal | 0.00% | Reduce -39.3% | 4,697 | $114K |
| Tompkins Financial Corp. | 0.01% | New | 4,126 | $100K |
| CNB Bank | 0.04% | Add +4.2% | 3,857 | $93K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 3,820 | $93K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,775 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.1% | 3,747 | $91K |
| Addison Advisors LLC | 0.04% | Reduce -10.5% | 3,715 | $90K |
| Align Financial, LLC | 0.04% | No change | 3,646 | $88K |
| NBH Bank | 0.04% | — | 3,515 | $85K |
| Black Cypress Capital Management, LLC | 0.06% | No change | 3,500 | $85K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -29.3% | 3,425 | $83K |
| Truvestments Capital LLC | 0.01% | Reduce -37.4% | 3,324 | $81K |
| Orion Capital Management LLC | 0.02% | No change | 3,300 | $80K |
| United Community Bank | 0.02% | Reduce -11.4% | 3,237 | $78K |
| Sarver Vrooman Wealth Advisors | 0.04% | No change | 3,038 | $73K |
| Bank of New Hampshire | 0.02% | Reduce -69.8% | 3,000 | $73K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,000 | $73K |
| Napier Financial, LLC | 0.01% | Add +1.0% | 2,843 | $69K |
| Valley National Advisers Inc. | 0.01% | No change | 2,583 | $63K |
| 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 +1.0% | 2,383 | $58K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 2,072 | $50K |
| Peck Wealth Management, LLC | 0.04% | No change | 2,000 | $48K |
| Prosperity Bancshares Inc | 0.03% | No change | 2,000 | $48K |
| MTM Investment Management, LLC | 0.01% | No change | 2,000 | $48K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,000 | $48K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,670 | $40K |
| Robbins Farley | 0.01% | Add +2.0% | 1,612 | $39K |
| Legacy Bridge, LLC | 0.01% | No change | 1,392 | $34K |
| Anchor Bay Capital, Inc. | 0.02% | — | 1,261 | $30K |
| JDM Financial Group LLC | 0.01% | Reduce -95.4% | 1,248 | $30K |
| Assetmark, Inc. | 0.00% | Reduce -6.0% | 1,180 | $29K |
| Fairway Wealth LLC | 0.01% | New | 1,155 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 1,066 | $26K |
| Hyposwiss Advisors SA | 0.02% | No change | 1,035 | $25K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -51.7% | 1,034 | $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 +1.0% | 793 | $19K |
| Vanguard Advisers Inc. | 0.00% | No change | 713 | $17K |
| Kennebec Savings Bank | 0.01% | No change | 665 | $16K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 511 | $12K |
| Capital Analysts, LLC | 0.00% | No change | 485 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +0.9% | 457 | $11K |
| Buck Wealth Strategies, LLC | 0.00% | New | 439 | $11K |
| Logan Capital Management Inc. | 0.00% | — | 283 | $7K |
| SHP Wealth Management | 0.00% | No change | 275 | $7K |
| National Bank of Canada | 0.00% | Reduce -94.3% | 166 | $4K |
| BlackRock, Inc. | 0.00% | Reduce -100.0% | 158 | $4K |
| Evolution Wealth Management Inc. | 0.00% | New | 135 | $3K |
| Hoey Investments, Inc. | 0.00% | New | 120 | $3K |
| Citigroup Inc. | 0.00% | New | 5 | $121 |
"% 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.