Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q2 2026 (June 30)416holders −13
31new positions
39sold out
1famous investor
$24.22avg. 13F price*
At the end of Q2 2026, 416 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, down 13 from Q1 2026. 31 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($234.7M), Mercer Global Advisors Inc. ($134.8M) and Morgan Stanley ($110.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $52.9M |
| Exits | 39 | $109.0M |
All 13F filers, Q1 2026 → Q2 2026: 8,512,795 shares bought and 8,966,435 shares sold, net −453,640 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 416 holders
| Bank of America Corp. | 0.02% | Add +4.6% | 9,690,105 | $234.7M |
| Mercer Global Advisors Inc. | 0.17% | Add +7.0% | 5,566,800 | $134.8M |
| Morgan Stanley | 0.01% | Add +3.9% | 4,571,915 | $110.7M |
| UBS Group AG | 0.02% | Reduce -1.0% | 4,219,212 | $102.2M |
| HM Payson & Co. | 1.33% | Add +0.5% | 4,152,438 | $100.6M |
| Raymond James Financial Inc. | 0.02% | Add +11.3% | 3,756,955 | $91.0M |
| LPL Financial LLC | 0.02% | Add +6.3% | 3,652,706 | $88.5M |
| Sound View Wealth Advisors Group, LLC | 3.23% | Add +5.0% | 2,150,618 | $52.1M |
| Capital Investment Advisors, LLC | 0.61% | Add +8.9% | 1,918,973 | $46.5M |
| Ameriprise Financial Inc. | 0.01% | Add +4.8% | 1,906,529 | $46.2M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 1,654,457 | $40.1M |
| Commonwealth Equity Services, LLC | 0.05% | Add +2.5% | 1,520,764 | $36.8M |
| Captrust Financial Advisors | 0.06% | Add +3.9% | 1,512,130 | $36.6M |
| Gratus Wealth Advisors, LLC | 4.63% | Add +2.5% | 1,501,436 | $36.4M |
| Kathmere Capital Management, LLC | 1.89% | Add +6.8% | 1,464,682 | $35.5M |
| Wells Fargo & Company | 0.01% | Reduce -10.5% | 1,457,509 | $35.3M |
| Howland Capital Management LLC | 1.17% | Add +5.3% | 1,336,886 | $32.4M |
| Sigma Investment Counselors Inc. | 1.57% | Add +2.8% | 1,331,503 | $32.2M |
| RVW Wealth, LLC | 2.03% | Add +4.5% | 1,272,324 | $30.8M |
| Truist Financial Corp. | 0.03% | Add +2.5% | 1,179,587 | $28.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +15.9% | 1,163,553 | $28.2M |
| Woodmont Investment Counsel LLC | 1.41% | Reduce -21.9% | 1,062,966 | $25.7M |
| Stifel Financial Corp. | 0.02% | Add +3.4% | 1,051,623 | $25.5M |
| Wick Capital Partners, LLC | 3.73% | Add +14.3% | 1,021,785 | $24.7M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.3% | 973,907 | $23.6M |
| Klingman & Associates, LLC | 0.99% | New | 959,571 | $23.2M |
| Focus Partners Wealth | 0.02% | Add +23.1% | 931,010 | $22.5M |
| MV Capital Management, Inc. | 1.87% | Add +1.8% | 872,805 | $21.1M |
| Meiji Yasuda Life Insurance Co | 0.70% | Add +14.7% | 866,000 | $21.0M |
| NewEdge Advisors, LLC | 0.06% | Add +9.4% | 827,982 | $20.1M |
| Benjamin Edwards Inc. | 0.18% | Add +3.9% | 818,429 | $19.8M |
| Summit Asset Management, LLC | 2.44% | Add +2.0% | 787,752 | $19.1M |
| US Bancorp \de | 0.02% | Add +10.6% | 775,764 | $18.8M |
| Glenview Trust Co | 0.25% | Add +2.1% | 754,877 | $18.3M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +0.4% | 742,094 | $18.0M |
| Spinnaker Trust | 0.86% | Add +7.5% | 732,003 | $17.7M |
| Rebalance, LLC | 0.91% | Reduce -5.9% | 714,290 | $17.3M |
| BlackRock, Inc. | 0.00% | Add +18.8% | 702,212 | $17.0M |
| Sanctuary Advisors, LLC | 0.08% | Add +0.8% | 671,274 | $16.3M |
| CENTRAL TRUST Co | 0.28% | Add +3.2% | 632,851 | $15.3M |
| EP Wealth Advisors, LLC | 0.06% | Add +22.2% | 624,892 | $15.1M |
| Strid Group, LLC | 1.64% | Reduce -0.5% | 610,929 | $14.8M |
| Lyell Wealth Management, LP | 0.88% | Add +6.5% | 592,813 | $14.4M |
| Novem Group | 1.44% | Add +13.0% | 588,288 | $14.2M |
| First National Trust Co | 0.48% | Add +0.7% | 583,708 | $14.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +3.2% | 499,403 | $12.1M |
| Venture Visionary Partners LLC | 0.31% | Reduce -20.3% | 456,702 | $11.1M |
| Beese Fulmer Investment Management, Inc. | 0.63% | Add +0.2% | 452,252 | $11.0M |
| Allworth Financial LP | 0.05% | Add +10.4% | 439,872 | $10.7M |
| McGuire Investment Group, LLC | 0.88% | Add +4216.3% | 416,994 | $10.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.9% | 407,419 | $9.9M |
| Cornerstone Planning, LLC | 2.28% | Add +2.1% | 406,654 | $9.8M |
| Arcadia Investment Advisors LLC | 4.02% | Add +4.8% | 393,504 | $9.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +71.6% | 381,845 | $9.2M |
| Merit Financial Group, LLC | 0.06% | Add +7.6% | 381,291 | $9.2M |
| Global Retirement Partners, LLC | 0.14% | — | 376,949 | $9.1M |
| Atria Investments, Inc | 0.09% | Add +11.9% | 374,157 | $9.1M |
| Cetera Investment Advisers | 0.01% | Add +27.2% | 373,549 | $9.0M |
| IFP Advisors, Inc | 0.16% | Reduce -1.3% | 370,829 | $9.0M |
| United Capital Financial Advisors, LLC | 0.05% | Add +30.8% | 365,074 | $8.8M |
| Windsor Capital Management, LLC | 2.29% | New | 363,900 | $8.8M |
| Peloton Wealth Strategists | 3.34% | Add +2.4% | 360,320 | $8.7M |
| InvesTrust | 3.30% | Add +1.7% | 353,843 | $8.6M |
| Composition Wealth, LLC | 0.10% | Add +6.2% | 351,582 | $8.5M |
| Parallel Advisors, LLC | 0.13% | Add +23.8% | 351,126 | $8.5M |
| Ironwood Financial, llc | 1.32% | Add +24.7% | 350,537 | $8.5M |
| Leavell Investment Management, Inc. | 0.31% | Add +10.5% | 346,518 | $8.4M |
| Eight 31 Financial, LLC | 4.85% | Add +2.3% | 336,581 | $8.2M |
| Concurrent Investment Advisors, LLC | 0.07% | New | 334,825 | $8.1M |
| Great Diamond Partners, LLC | 1.35% | Add +90.3% | 323,681 | $7.8M |
| PFG Private Wealth Management, LLC | 3.25% | Reduce -8.5% | 309,328 | $7.5M |
| Kesler, Norman & Wride, LLC | 1.14% | Reduce -3.0% | 298,243 | $7.2M |
| Creative Planning | 0.00% | Reduce -6.2% | 294,645 | $7.1M |
| Jones Financial Companies LLLP | 0.00% | Add +21.3% | 293,807 | $7.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +18.8% | 292,591 | $7.1M |
| Praetorian Wealth Management, Inc. | 1.19% | Add +0.5% | 284,709 | $6.9M |
| Madden Advisory Services, Inc. | 2.42% | Reduce -0.8% | 278,182 | $6.7M |
| Quantum Financial Advisors, LLC | 0.65% | Add +8.6% | 271,735 | $6.6M |
| Hamel Associates, Inc. | 1.78% | Reduce -2.5% | 265,974 | $6.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +30.3% | 262,033 | $6.3M |
| 4Thought Financial Group Inc. | 2.97% | Add +20.5% | 261,333 | $6.3M |
| Sax Wealth Advisors, LLC | 0.26% | Add +0.8% | 260,060 | $6.3M |
| MCF Advisors LLC | 0.22% | Add +1.3% | 254,899 | $6.2M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -4.6% | 252,959 | $6.1M |
| Winthrop Partners - WNY, LLC | 2.95% | Add +0.5% | 246,226 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -7.1% | 244,563 | $5.9M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -11.0% | 242,492 | $5.9M |
| Houlihan Financial Resource Group, Ltd. | 2.06% | Add +2.4% | 238,729 | $5.8M |
| Sonata Capital Group Inc. | 1.85% | Add +0.1% | 237,110 | $5.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.29% | Add +6.2% | 233,904 | $5.7M |
| Resonant Capital Advisors, LLC | 0.27% | No change | 233,352 | $5.7M |
| Crews Bank & Trust | 0.72% | Add +1.7% | 226,390 | $5.5M |
| Heartland Bank & Trust Co | 1.13% | Add +8.8% | 226,152 | $5.5M |
| Penobscot Investment Management Company, Inc. | 0.37% | Add +9.9% | 223,130 | $5.4M |
| Krilogy Financial LLC | 0.16% | Reduce -2.1% | 218,269 | $5.3M |
| ES4, LLC | 2.77% | Add +1.1% | 217,898 | $5.3M |
| Arrow Financial Corp | 0.45% | Reduce -51.8% | 209,525 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +18.3% | 201,638 | $4.9M |
| Fulton Breakefield Broenniman LLC | 0.28% | Add +3.5% | 196,600 | $4.8M |
| Hancock Whitney Corp. | 0.08% | Add +0.0% | 192,732 | $4.7M |
"% of holder's portfolio" is IBDS's weight in each manager's 13F, not the share of Ishrs Ibnds Dec 27 Corp. ETF the manager owns.