Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q1 2026 (March 31)429holders +14
42new positions
27sold out
$24.24avg. 13F price*
At the end of Q1 2026, 429 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 14 from Q4 2025. 42 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($224.6M), Mercer Global Advisors Inc. ($126.1M) and Morgan Stanley ($106.7M).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q1 2026)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $29.5M |
| Exits | 27 | $97.3M |
All 13F filers, Q4 2025 → Q1 2026: 9,010,363 shares bought and 6,061,802 shares sold, net +2,948,561 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 429 holders
| Bank of America Corp. | 0.02% | Add +3.5% | 9,267,348 | $224.6M |
| Mercer Global Advisors Inc. | 0.19% | Add +0.5% | 5,201,127 | $126.1M |
| Morgan Stanley | 0.01% | Add +6.3% | 4,400,005 | $106.7M |
| UBS Group AG | 0.02% | Add +9.3% | 4,263,390 | $103.3M |
| HM Payson & Co. | 1.45% | Reduce -2.5% | 4,133,684 | $100.2M |
| LPL Financial LLC | 0.02% | Add +5.8% | 3,437,609 | $83.3M |
| Raymond James Financial Inc. | 0.03% | Add +0.8% | 3,375,777 | $81.8M |
| Sound View Wealth Advisors Group, LLC | 3.38% | Add +3.3% | 2,048,974 | $49.7M |
| Capital Advisors Inc. | 0.75% | Add +5.0% | 1,933,008 | $46.9M |
| Ameriprise Financial Inc. | 0.01% | Add +5.8% | 1,819,241 | $44.0M |
| Capital Investment Advisors, LLC | 0.63% | Add +8.7% | 1,762,449 | $42.7M |
| Royal Bank of Canada | 0.01% | Add +4.5% | 1,710,353 | $41.5M |
| Wells Fargo & Company | 0.01% | Reduce -17.2% | 1,627,920 | $39.5M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -3.5% | 1,483,260 | $36.0M |
| Gratus Wealth Advisors, LLC | 5.14% | Add +4.5% | 1,465,127 | $35.5M |
| Captrust Financial Advisors | 0.06% | Add +7.0% | 1,455,970 | $35.3M |
| Threadgill Financial, LLC | 10.00% | Add +64.0% | 1,420,636 | $34.4M |
| Kathmere Capital Management, LLC | 2.06% | Add +8.9% | 1,371,208 | $33.2M |
| Woodmont Investment Counsel LLC | 2.03% | Reduce -0.2% | 1,360,290 | $33.0M |
| Sigma Investment Counselors Inc. | 1.66% | Add +1.4% | 1,295,766 | $31.4M |
| Howland Capital Management LLC | 1.22% | Add +2.6% | 1,269,820 | $30.8M |
| RVW Wealth, LLC | 2.30% | Add +4.0% | 1,217,920 | $29.5M |
| Truist Financial Corp. | 0.04% | Add +1.5% | 1,150,506 | $27.9M |
| Stifel Financial Corp. | 0.02% | Reduce -8.6% | 1,017,461 | $24.7M |
| Kestra Advisory Services, LLC | 0.09% | Add +25.2% | 1,003,964 | $24.3M |
| TABR Capital Management, LLC | 22.09% | Add +3.2% | 990,460 | $24.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.7% | 986,619 | $23.9M |
| Wick Capital Partners, LLC | 3.95% | Add +10.6% | 893,964 | $21.7M |
| MV Capital Management, Inc. | 2.04% | Add +6.7% | 857,584 | $20.8M |
| Benjamin Edwards Inc. | 0.19% | Add +7.9% | 787,989 | $19.1M |
| Summit Asset Management, LLC | 2.60% | Add +1.2% | 772,155 | $18.7M |
| Rebalance, LLC | 1.07% | Reduce -1.7% | 759,422 | $18.4M |
| NewEdge Advisors, LLC | 0.07% | Add +4.6% | 757,080 | $18.4M |
| Focus Partners Wealth | 0.02% | Add +3.3% | 756,131 | $18.3M |
| Meiji Yasuda Life Insurance Co | 0.63% | Add +32.9% | 755,000 | $18.3M |
| Glenview Trust Co | 0.28% | Reduce -0.3% | 739,672 | $17.9M |
| Mesirow Financial Investment Management, Inc. | 0.29% | Add +90.2% | 739,406 | $17.9M |
| US Bancorp \de | 0.02% | Add +4.8% | 701,448 | $17.0M |
| Spinnaker Trust | 0.91% | Add +16.0% | 680,902 | $16.5M |
| Sanctuary Advisors, LLC | 0.09% | Add +4.6% | 666,245 | $16.1M |
| Strid Group, LLC | 1.84% | Add +16.3% | 614,150 | $14.9M |
| CENTRAL TRUST Co | 0.29% | Add +1.9% | 612,998 | $14.9M |
| BlackRock, Inc. | 0.00% | Add +59.5% | 591,182 | $14.3M |
| Cwm, LLC | 0.04% | Add +16.5% | 582,167 | $14.1M |
| First National Trust Co | 0.48% | Add +32.3% | 579,749 | $14.1M |
| Venture Visionary Partners LLC | 0.46% | Reduce -50.7% | 572,850 | $13.9M |
| Lyell Wealth Management, LP | 0.99% | Add +6.7% | 556,683 | $13.5M |
| Novem Group | 1.45% | Add +26.7% | 520,477 | $12.6M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -0.9% | 511,346 | $12.4M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +10.6% | 483,816 | $11.7M |
| Commonwealth Financial Services, LLC | 1.79% | Add +7.4% | 466,908 | $11.3M |
| Beese Fulmer Investment Management, Inc. | 0.70% | Add +201.3% | 451,426 | $10.9M |
| Arrow Financial Corp | 1.06% | Reduce -24.6% | 434,774 | $10.5M |
| First International Bank of Israel Ltd. | 2.99% | Reduce -1.0% | 419,402 | $10.2M |
| Cornerstone Planning, LLC | 2.18% | Add +11.1% | 398,278 | $9.7M |
| Allworth Financial LP | 0.04% | Add +3.2% | 398,322 | $9.7M |
| IFP Advisors, Inc | 0.19% | Add +27.8% | 375,764 | $9.1M |
| Arcadia Investment Advisors LLC | 4.30% | Add +6.3% | 375,457 | $9.1M |
| Merit Financial Group, LLC | 0.06% | Add +17.1% | 354,327 | $8.6M |
| Peloton Wealth Strategists | 3.55% | Add +0.4% | 351,820 | $8.5M |
| InvesTrust | 3.54% | Add +1.1% | 347,814 | $8.4M |
| PFG Private Wealth Management, LLC | 3.47% | Add +3.1% | 338,044 | $8.2M |
| Atria Investments, Inc | 0.09% | Add +3.7% | 334,454 | $8.1M |
| Composition Wealth, LLC | 0.11% | Add +57.0% | 330,998 | $8.0M |
| Eight 31 Financial, LLC | 4.82% | Reduce -2.4% | 329,125 | $8.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +136.0% | 323,661 | $7.8M |
| Creative Planning | 0.01% | Reduce -9.6% | 314,211 | $7.6M |
| Leavell Investment Management, Inc. | 0.31% | Add +17.1% | 313,639 | $7.6M |
| Kesler, Norman & Wride, LLC | 1.28% | Add +1.9% | 307,305 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +3.1% | 293,757 | $7.1M |
| Parallel Advisors, LLC | 0.12% | Add +8.7% | 283,652 | $6.9M |
| Praetorian Wealth Management, Inc. | 1.30% | Add +6.2% | 283,263 | $6.9M |
| Ironwood Financial, llc | 1.19% | Add +7.5% | 281,089 | $6.8M |
| Madden Advisory Services, Inc. | 2.68% | Add +15.5% | 280,567 | $6.8M |
| United Capital Financial Advisors, LLC | 0.04% | Add +64.3% | 279,164 | $6.8M |
| Hamel Associates, Inc. | 1.89% | Add +4.9% | 272,676 | $6.6M |
| OneDigital Investment Advisors LLC | 0.06% | Add +0.3% | 272,482 | $6.6M |
| Integrated Wealth Concepts LLC | 0.05% | Add +33.6% | 269,497 | $6.5M |
| Atlantic Union Bankshares Corp | 0.12% | Add +0.3% | 265,210 | $6.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.4% | 263,207 | $6.4M |
| Signature Wealth Management Group | 2.39% | Reduce -0.1% | 259,932 | $6.3M |
| LBMC Investment Advisors, LLC | 0.38% | New | 259,209 | $6.3M |
| Sax Wealth Advisors, LLC | 0.30% | No change | 258,005 | $6.3M |
| Equitable Holdings, Inc. | 0.04% | Add +204.8% | 257,207 | $6.2M |
| Modern Wealth Management, LLC | 0.11% | Add +20.4% | 258,026 | $6.2M |
| MCF Advisors LLC | 0.27% | Add +4.2% | 251,668 | $6.1M |
| Quantum Financial Advisors, LLC | 0.68% | Add +27.3% | 250,308 | $6.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +42.5% | 246,380 | $6.0M |
| Winthrop Partners - WNY, LLC | 3.17% | Add +2.2% | 245,120 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +104.6% | 244,671 | $5.9M |
| Jones Financial Companies LLLP | 0.00% | Add +35.3% | 242,321 | $5.9M |
| Sonata Capital Group Inc. | 2.12% | Add +0.5% | 236,946 | $5.7M |
| Resonant Capital Advisors, LLC | 0.30% | Add +2.7% | 233,352 | $5.7M |
| Houlihan Financial Resource Group, Ltd. | 2.20% | Add +83.7% | 233,185 | $5.7M |
| Krilogy Financial LLC | 0.17% | Add +0.8% | 222,935 | $5.4M |
| Crews Bank & Trust | 0.78% | Add +4.5% | 222,525 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.2% | 222,541 | $5.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.40% | Reduce -0.5% | 220,259 | $5.3M |
| 4Thought Financial Group Inc. | 2.60% | Add +1.4% | 216,807 | $5.3M |
| ES4, LLC | 3.37% | Add +0.7% | 215,592 | $5.2M |
"% 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.