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 |
| Heartland Bank & Trust Co | 1.14% | Add +5.7% | 207,912 | $5.0M |
| Leo Wealth, LLC | 0.36% | Add +2.9% | 203,315 | $4.9M |
| Penobscot Investment Management Company, Inc. | 0.39% | Add +1.8% | 203,090 | $4.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +30.7% | 201,097 | $4.9M |
| Virginia Wealth Management Group, Inc. | 2.59% | Reduce -0.5% | 199,615 | $4.8M |
| Hancock Whitney Corp. | 0.08% | Add +6.5% | 192,727 | $4.7M |
| Fulton Breakefield Broenniman LLC | 0.30% | Add +6.7% | 189,888 | $4.6M |
| Cornell Pochily Investment Advisors, Inc. | 1.33% | Add +19.4% | 187,025 | $4.5M |
| Sowell Financial Services LLC | 0.17% | Add +1.6% | 186,057 | $4.5M |
| Robbins Farley | 1.85% | Add +4.1% | 172,785 | $4.2M |
| Regions Financial Corp. | 0.03% | Add +28.1% | 171,240 | $4.2M |
| Cherry Tree Wealth Management, LLC | 0.88% | Reduce -1.6% | 171,193 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.2% | 170,448 | $4.1M |
| Great Diamond Partners, LLC | 0.79% | Add +11.7% | 170,074 | $4.1M |
| Laurel Wealth Advisors LLC | 0.40% | Add +2.7% | 167,679 | $4.1M |
| TLWM | 0.72% | Reduce -0.5% | 165,808 | $4.0M |
| Moneco Advisors, LLC | 0.30% | Add +6.0% | 159,136 | $3.9M |
| Probity Advisors, Inc. | 0.57% | Reduce -36.6% | 148,565 | $3.6M |
| Evergreen Private Wealth LLC | 1.45% | Add +1.3% | 148,278 | $3.6M |
| Breachway Investments LLC | 3.41% | Add +2.5% | 147,070 | $3.6M |
| Precedent Wealth Partners, LLC | 0.71% | Add +4.2% | 145,628 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +15.6% | 144,099 | $3.5M |
| WJ Wealth Management, LLC | 1.63% | Add +4.8% | 143,164 | $3.5M |
| Sightline Wealth Advisors, LLC | 1.44% | Reduce -27.0% | 140,596 | $3.4M |
| Members Wealth LLC | 2.00% | Reduce -5.4% | 137,985 | $3.3M |
| Foundation Wealth Management, LLC | 2.24% | New | 136,758 | $3.3M |
| Stonebrook Private Inc. | 0.70% | Add +3.6% | 135,396 | $3.3M |
| Godshalk Welsh Capital Management, Inc. | 1.76% | Add +12.3% | 125,335 | $3.0M |
| Harbor Investment Advisory, LLC | 0.23% | Add +17.8% | 121,828 | $3.0M |
| Integrated Advisors Network LLC | 0.15% | Add +14.7% | 121,268 | $2.9M |
| TFR Capital, LLC. | 0.89% | Add +59.4% | 119,133 | $2.9M |
| Mariner, LLC | 0.00% | Add +3.8% | 118,459 | $2.9M |
| LifePlan Financial, LLC | 2.10% | Add +6.5% | 117,124 | $2.8M |
| First Manhattan Co. Llc. | 0.01% | Add +28.1% | 117,004 | $2.8M |
| MTM Investment Management, LLC | 0.88% | Add +9.9% | 114,766 | $2.8M |
| Kintra Wealth, LLC | 0.20% | Add +614.8% | 113,786 | $2.8M |
| Fortis Capital Management LLC | 0.37% | Reduce -1.4% | 112,908 | $2.7M |
| Riverchase Wealth Management, LLC | 1.40% | Add +1.5% | 110,707 | $2.7M |
| Marathon Mission, Inc. | 1.56% | Add +4.2% | 110,552 | $2.7M |
| Rossmore Private Capital | 0.24% | Add +7.2% | 110,108 | $2.7M |
| Associated Banc-Corp | 0.07% | Add +1.6% | 108,359 | $2.6M |
| Cary Street Partners Financial LLC | 0.07% | Add +1.5% | 108,274 | $2.6M |
| Covington Investment Advisors Inc. | 0.37% | Add +2.3% | 105,135 | $2.5M |
| McGlone Suttner Wealth Management, Inc. | 0.34% | Add +7.7% | 104,366 | $2.5M |
| Foundry Financial Group, Inc. | 1.25% | Reduce -2.4% | 103,667 | $2.5M |
| Addison Advisors LLC | 0.55% | Add +12.0% | 102,848 | $2.5M |
| Private Advisor Group, LLC | 0.01% | Add +26.8% | 102,620 | $2.5M |
| Smith, Moore & Co. | 0.18% | Reduce -10.9% | 100,922 | $2.4M |
| Keeler Thomas Management LLC | 1.03% | Reduce -54.7% | 100,369 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +14.2% | 99,257 | $2.4M |
| 10Elms LLP | 1.64% | Add +168.2% | 98,054 | $2.4M |
| Centennial Advisors, LLC | 2.90% | Reduce -8.7% | 94,031 | $2.3M |
| Chesley Taft & Associates LLC | 0.09% | Add +3.3% | 89,383 | $2.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | No change | 88,511 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +10.3% | 88,225 | $2.1M |
| FF Advisors,LLC | 0.87% | Reduce -39.5% | 88,149 | $2.1M |
| Wealthstar Advisors, LLC | 1.27% | Add +3.3% | 88,107 | $2.1M |
| AssuredPartners Investment Advisors, LLC | 0.23% | New | 88,262 | $2.1M |
| Round Rock Advisors LLC | 0.32% | Add +0.1% | 86,797 | $2.1M |
| Granite Harbor Advisors, Inc. | 0.90% | Add +40.4% | 85,133 | $2.1M |
| Harbor Advisory Corp. | 0.61% | Add +9.4% | 83,433 | $2.0M |
| Roble, Belko & Company, Inc | 0.26% | Add +297.0% | 83,371 | $2.0M |
| Fifth Third Bancorp | 0.00% | Add +814.0% | 83,159 | $2.0M |
| Wrapmanager Inc. | 0.68% | Add +2.4% | 80,828 | $2.0M |
| Independent Advisor Alliance | 0.02% | New | 79,079 | $1.9M |
| Phillips Financial Management, LLC | 0.14% | Add +34.9% | 77,378 | $1.9M |
| Klaas Financial Asset Advisors, LLC | 0.26% | Add +2.6% | 76,976 | $1.9M |
| Beacon Financial Group | 0.19% | Reduce -1.2% | 76,871 | $1.9M |
| First Fiduciary Investment Counsel, Inc. | 0.37% | Reduce -2.2% | 75,886 | $1.8M |
| Cabot Wealth Management Inc. | 0.21% | Add +8.6% | 75,236 | $1.8M |
| New England Private Wealth Advisors LLC | 0.21% | Add +0.5% | 75,147 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | No change | 73,810 | $1.8M |
| Montecito Bank & Trust | 0.29% | Add +8.6% | 72,703 | $1.8M |
| FourThought Financial Partners, LLC | 0.15% | Add +50.7% | 72,465 | $1.8M |
| Clearstead Advisors, LLC | 0.02% | Reduce -4.8% | 72,217 | $1.8M |
| Valley Wealth Managers, Inc. | 0.11% | Add +1.1% | 71,499 | $1.7M |
| WealthTrust Axiom LLC | 0.41% | Add +5.1% | 68,500 | $1.7M |
| Conrad Siegel Investment Advisors, Inc. | 0.30% | Add +44.2% | 67,945 | $1.6M |
| AlTi Global, Inc. | 0.03% | No change | 63,500 | $1.5M |
| Drive Wealth Management, LLC | 0.32% | Reduce -14.8% | 63,483 | $1.5M |
| Barrett & Company, Inc. | 0.53% | Add +12.8% | 63,106 | $1.5M |
| Arcataur Capital Management LLC | 0.42% | No change | 62,625 | $1.5M |
| Princeton Global Asset Management LLC | 0.24% | Add +6.5% | 61,533 | $1.5M |
| Segment Wealth Management, LLC | 0.09% | Add +2.1% | 61,475 | $1.5M |
| High Note Wealth, LLC | 0.29% | Add +249.5% | 60,571 | $1.5M |
| Jefferson Bridge Capital, LLC | 1.45% | Add +2.8% | 60,133 | $1.5M |
| Cerity Partners LLC | 0.00% | New | 59,975 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +25.3% | 59,021 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.19% | Add +0.7% | 58,483 | $1.4M |
| James Investment Research, Inc. | 0.16% | Reduce -3.3% | 58,435 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.0% | 58,149 | $1.4M |
| One Plus One Wealth Management, LLC | 0.59% | Add +5.5% | 57,473 | $1.4M |
| Gould Asset Management LLC | 0.24% | Add +0.0% | 56,945 | $1.4M |
| Reliant Wealth Planning | 0.41% | Add +0.8% | 56,564 | $1.4M |
| MidFirst Bank | 0.11% | Add +3.2% | 55,515 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.91% | Reduce -9.2% | 55,277 | $1.3M |
| Bank of New York Mellon Corp | 0.00% | Add +37.2% | 54,274 | $1.3M |
| Signaturefd, LLC | 0.02% | Add +464.1% | 53,485 | $1.3M |
| Element Wealth, LLC | 0.53% | Add +2.3% | 52,695 | $1.3M |
| Redwood Financial Network Corp | 0.84% | Add +4.5% | 52,598 | $1.3M |
| Bullock Wealth Management Group | 0.64% | Add +23.8% | 52,637 | $1.3M |
| Hills Bank & Trust Co | 0.06% | New | 51,437 | $1.2M |
| Archford Capital Strategies, LLC | 0.14% | Reduce -1.6% | 50,203 | $1.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +28.4% | 49,937 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | New | 49,557 | $1.2M |
| Blue Square Asset Management, LLC | 0.57% | Reduce -2.0% | 49,428 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -31.5% | 49,254 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 48,942 | $1.2M |
| Mosaic Family Wealth Partners, LLC | 0.12% | Add +116.8% | 48,515 | $1.2M |
| Wesbanco Bank Inc. | 0.03% | Reduce -10.9% | 48,074 | $1.2M |
| Diversify Wealth Management, LLC | 0.02% | New | 47,931 | $1.2M |
| Farmers National Bank | 0.25% | Add +0.4% | 47,203 | $1.1M |
| Balentine LLC | 0.05% | Add +0.6% | 47,020 | $1.1M |
| Adirondack Trust Co. | 0.38% | Add +5.3% | 46,823 | $1.1M |
| Jacobi Capital Management LLC | 0.06% | Add +11.9% | 46,641 | $1.1M |
| 4J Wealth Management LLC | 0.64% | Add +13.8% | 46,618 | $1.1M |
| Woodley Farra Manion Portfolio Management Inc. | 0.05% | Add +45.9% | 45,104 | $1.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | Reduce -4.0% | 44,677 | $1.1M |
| CGN Advisors LLC | 0.08% | Reduce -21.9% | 43,340 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.12% | No change | 42,347 | $1.0M |
| Dudley Capital Management, LLC | 0.45% | Add +23.4% | 42,175 | $1.0M |
| Romano Brothers and Company | 0.11% | Add +13.1% | 41,128 | $997K |
| Walleye Partners, LLC | 1.19% | Reduce -7.9% | 39,844 | $966K |
| Gilbert Capital Group, Inc. | 0.74% | Reduce -6.6% | 39,412 | $955K |
| Twin Cities Retirement Group LLC | 0.87% | Add +0.5% | 39,151 | $949K |
| Timber Creek Capital Management LLC | 0.23% | Add +0.0% | 38,940 | $944K |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.1% | 38,294 | $928K |
| Weaver Consulting Group | 0.22% | Reduce -17.5% | 38,124 | $924K |
| Dara Capital Us, Inc. | 0.85% | No change | 37,063 | $898K |
| Alterna Wealth Management, Inc. | 0.67% | Add +3.0% | 36,654 | $888K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 36,556 | $886K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -5.8% | 36,074 | $874K |
| First Interstate Bank | 0.05% | No change | 35,211 | $854K |
| Johnson Bixby & Associates, LLC | 0.10% | Add +0.7% | 34,856 | $845K |
| Farther Finance Advisors, LLC | 0.01% | Add +15.0% | 34,727 | $839K |
| Mgo One Seven LLC | 0.02% | Add +2.6% | 34,323 | $832K |
| HORAN Wealth, LLC | 0.08% | No change | 34,156 | $829K |
| Foundations Investment Advisors, LLC | 0.01% | Add +240.2% | 34,170 | $828K |
| Accretive Wealth Partners, LLC | 0.23% | Add +32.8% | 34,137 | $827K |
| Focused Alpha, LLC | 0.26% | Add +1.4% | 34,120 | $827K |
| River's Edge Wealth Management, LLC | 0.77% | Add +2.9% | 34,024 | $825K |
| First National Bank & Trust Co. of Newtown | 0.18% | No change | 34,010 | $824K |
| Wealthspire Advisors, LLC | 0.01% | No change | 33,745 | $818K |
| KOM Wealth Management Group, LLC | 0.55% | Add +22.3% | 33,489 | $812K |
| Duncker Streett & Co. Inc. | 0.15% | Add +41.3% | 33,124 | $803K |
| Brookstone Capital Management | 0.01% | Reduce -1.1% | 32,280 | $782K |
| Bank of New Hampshire | 0.18% | Add +2.2% | 32,275 | $782K |
| Cove Private Wealth, LLC | 0.18% | New | 32,000 | $776K |
| Aprio Wealth Management, LLC | 0.04% | New | 31,643 | $767K |
| Northwest Bancshares, Inc. | 0.15% | Reduce -0.7% | 31,613 | $766K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -20.1% | 31,385 | $761K |
| Arkadios Wealth Advisors | 0.01% | New | 31,214 | $757K |
| Stokes Family Office, LLC | 0.08% | No change | 30,869 | $748K |
| Baird Financial Group, Inc. | 0.00% | Add +20.3% | 30,344 | $736K |
| Tableaux LLC | 0.36% | Add +51.3% | 30,306 | $735K |
| DecisionMap Wealth Management, LLC | 0.47% | Add +2.4% | 29,808 | $723K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.32% | New | 29,655 | $719K |
| Advisory Services Network, LLC | 0.01% | Reduce -15.6% | 29,524 | $716K |
| ADG Wealth Management Group, LLC | 0.49% | Add +23.6% | 29,322 | $711K |
| Pure Financial Advisors, LLC | 0.01% | Add +6.7% | 28,946 | $702K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +3.0% | 28,715 | $696K |
| Neuberger Berman Group LLC | 0.00% | No change | 28,357 | $687K |
| Summit Wealth Group, LLC | 0.15% | No change | 27,779 | $673K |
| Autumn Glory Partners, LLC | 0.25% | Add +0.1% | 27,597 | $669K |
| Seneca House Advisors | 0.26% | Add +179.5% | 27,128 | $657K |
| TD Waterhouse Canada Inc. | 0.00% | Add +5.8% | 26,805 | $647K |
| StoneX Group Inc. | 0.03% | Add +14.3% | 26,619 | $644K |
| Atwater Malick LLC | 0.17% | Add +5.5% | 26,265 | $637K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $630K |
| Dearborn Partners LLC | 0.03% | Add +3.0% | 25,823 | $626K |
| Koshinski Asset Management, Inc. | 0.04% | Add +10.6% | 24,597 | $596K |
| Wealth Advisory Solutions, LLC | 0.13% | Add +6.8% | 24,210 | $587K |
| Summit Wealth Partners, LLC | 0.09% | No change | 24,186 | $586K |
| Robinson Smith Wealth Advisors LLC | 0.40% | No change | 24,136 | $585K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +110.5% | 23,798 | $577K |
| Hurley Capital, LLC | 0.31% | Add +0.2% | 23,751 | $576K |
| Gilbert & Cook, Inc. | 0.07% | Reduce -11.6% | 23,486 | $569K |
| Spire Wealth Management | 0.02% | Add +1521.7% | 22,769 | $552K |
| American Trust | 0.05% | No change | 22,553 | $547K |
| Belpointe Asset Management LLC | 0.02% | Add +9.8% | 22,478 | $545K |
| Provenance Wealth Advisors, LLC | 0.06% | Reduce -8.6% | 22,027 | $534K |
| Straight Path Wealth Management | 0.14% | Add +4.2% | 21,896 | $531K |
| Spartan Wealth Advisory Services LLC | 0.05% | — | 21,712 | $526K |
| Summitry LLC | 0.02% | Add +73.7% | 20,757 | $503K |
| Summit Financial, LLC | 0.01% | New | 20,472 | $496K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 19,600 | $475K |
| Lee Financial Co | 0.07% | New | 19,430 | $471K |
| MML Investors Services, LLC | 0.00% | Reduce -12.3% | 18,872 | $457K |
| Rothschild Wealth LLC | 0.04% | Add +38.0% | 18,691 | $453K |
| Livet Wealth, LLC | 0.29% | New | 18,649 | $452K |
| Wiregrass Investment Management LLC | 0.37% | Add +23.3% | 18,500 | $448K |
| Curbstone Financial Management Corp | 0.09% | New | 18,490 | $448K |
| Shufro Rose & Co. LLC | 0.03% | No change | 18,172 | $440K |
| Clearstead Trust, LLC | 0.07% | Add +1.9% | 18,143 | $440K |
| American Money Management, LLC | 0.07% | Add +0.0% | 17,797 | $431K |
| CVA Family Office, LLC | 0.04% | No change | 17,570 | $426K |
| Schmidt P J Investment Management Inc. | 0.07% | No change | 17,380 | $421K |
| Simon Quick Advisors, LLC | 0.02% | No change | 17,061 | $414K |
| Kastel Capital Advisors, LLC | 0.25% | No change | 16,929 | $411K |
| Black Swift Group, LLC | 0.07% | Reduce -19.3% | 16,750 | $406K |
| Mattern Capital Management, LLC | 0.05% | Reduce -27.0% | 16,645 | $403K |
| Meitav Investment House Ltd. | 0.00% | Reduce -31.6% | 16,381 | $397K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +0.0% | 16,306 | $395K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 16,185 | $392K |
| Waverly Advisors, LLC | 0.00% | New | 15,980 | $387K |
| Beacon Financial Planning, Inc. | 0.15% | New | 15,941 | $386K |
| Mutual Advisors, LLC | 0.01% | Add +0.7% | 15,632 | $379K |
| Moors & Cabot, Inc. | 0.02% | New | 15,382 | $373K |
| Pine Haven Investment Counsel, Inc | 0.27% | Add +3.4% | 15,200 | $368K |
| Financial Advisory Corp | 0.05% | Add +0.7% | 15,178 | $368K |
| Harbour Investments, Inc. | 0.01% | Add +24.2% | 15,138 | $367K |
| Cfo Capital Management LLC | 0.30% | Add +26.5% | 15,048 | $364K |
| Trust Co of Kansas | 0.20% | Reduce -4.2% | 15,015 | $364K |
| Crusonia Wealth Advisors LLC | 0.07% | Reduce -5.0% | 14,890 | $361K |
| Eagle Strategies LLC | 0.04% | Add +0.5% | 14,646 | $355K |
| 1900 Wealth Management LLC | 0.02% | No change | 14,522 | $352K |
| Farnam Financial LLC | 0.29% | New | 14,390 | $349K |
| KPP Advisory Services LLC | 0.05% | Add +12.0% | 14,360 | $348K |
| Hengehold Capital Management LLC | 0.03% | Reduce -12.4% | 14,274 | $346K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | No change | 13,765 | $334K |
| Principal Securities, Inc. | 0.00% | Add +11.2% | 13,663 | $331K |
| Ledyard National Bank | 0.03% | No change | 13,640 | $331K |
| Ferguson Johnson Wealth Management Inc | 0.26% | No change | 13,452 | $326K |
| Fortune Financial Group, Inc. | 0.29% | New | 13,404 | $325K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +44.8% | 13,330 | $323K |
| Evergreen Wealth Partners LLC | 0.24% | Reduce -0.3% | 13,123 | $318K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 13,020 | $316K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -58.3% | 12,811 | $311K |
| Summit Trail Advisors, LLC | 0.00% | New | 12,800 | $310K |
| International Assets Investment Management, LLC | 0.02% | No change | 12,686 | $306K |
| United Community Bank | 0.10% | New | 12,580 | $305K |
| Betterment LLC | 0.00% | Add +22.0% | 12,453 | $302K |
| Yoder Wealth Management, Inc. | 0.13% | Reduce -2.8% | 12,200 | $296K |
| Sarver Vrooman Wealth Advisors | 0.18% | Add +7.7% | 12,191 | $296K |
| Meredith Wealth Planning | 0.08% | Add +0.4% | 11,996 | $291K |
| FMR LLC | 0.00% | Add +3.5% | 11,928 | $289K |
| Meridian Wealth Management, LLC | 0.01% | New | 11,875 | $288K |
| Advisor OS, LLC | 0.02% | Reduce -33.8% | 11,615 | $282K |
| Private Trust Co. NA | 0.02% | Reduce -0.2% | 11,431 | $277K |
| Csenge Advisory Group | 0.01% | New | 11,383 | $276K |
| Next Level Wealth Planning, LLC | 0.14% | No change | 11,367 | $276K |
| Horizons Wealth Management | 0.18% | Add +10.2% | 11,277 | $273K |
| Cornerstone Financial Group, LLC | 0.17% | Add +1.1% | 11,245 | $272K |
| Cooper/Haims Advisors, LLC | 0.12% | No change | 10,729 | $260K |
| Highland Financial Advisors, LLC | 0.07% | No change | 10,606 | $257K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.1% | 10,540 | $255K |
| Naples Global Advisors, LLC | 0.02% | Reduce -0.2% | 10,530 | $255K |
| Hanover Advisors Inc. | 0.10% | Reduce -5.2% | 10,498 | $254K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 10,447 | $253K |
| Greenspring Advisors, LLC | 0.02% | No change | 10,316 | $250K |
| PSI Advisors, LLC | 0.06% | Add +19.4% | 10,150 | $246K |
| Seeds Investor LLC | 0.03% | New | 10,073 | $244K |
| Arnold Financial Planning LLC | 0.23% | New | 10,003 | $242K |
| Briggs Wealth Management, Inc | 0.26% | No change | 9,937 | $241K |
| McGuire Investment Group, LLC | 0.03% | Add +8.0% | 9,661 | $234K |
| Bessemer Group Inc. | 0.00% | New | 9,667 | $234K |
| Geneos Wealth Management Inc. | 0.01% | No change | 9,620 | $233K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 9,600 | $233K |
| STAR Financial Bank | 0.11% | Reduce -87.0% | 9,574 | $232K |
| Trust Point Inc. | 0.02% | New | 9,571 | $232K |
| Whitener Capital Management, Inc. | 0.05% | New | 9,400 | $228K |
| Riverstone Advisors, LLC | 0.11% | Add +0.3% | 9,342 | $226K |
| Maridea Wealth Management LLC | 0.03% | Reduce -3.0% | 9,204 | $223K |
| M3 Advisory Group, LLC | 0.14% | No change | 9,150 | $222K |
| World Investment Advisors | 0.00% | Add +0.4% | 9,126 | $221K |
| Aspen Wealth Management LLC | 0.04% | New | 9,103 | $221K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 9,059 | $220K |
| Midland Wealth Advisors, LLC | 0.01% | Add +4.7% | 9,056 | $220K |
| Daybright Advisory Services, Inc. | 0.06% | Add +0.7% | 9,001 | $218K |
| Choreo, LLC | 0.00% | New | 8,907 | $216K |
| Cypress Wealth Services, LLC | 0.03% | No change | 8,867 | $215K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 8,633 | $209K |
| Empirical Asset Management, LLC | 0.06% | No change | 8,632 | $209K |
| Keybank National Association | 0.00% | New | 8,500 | $206K |
| Scotia Capital Inc. | 0.00% | No change | 8,500 | $206K |
| Sentinel Pension Advisors, LLC | 0.03% | Add +0.7% | 8,440 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,350 | $202K |
| Bogart Wealth, LLC | 0.01% | Add +47.6% | 8,285 | $201K |
| Cordgrass Capital Advisors, LLC | 0.04% | Add +3.0% | 7,460 | $181K |
| Trust Co | 0.02% | Add +0.3% | 6,938 | $168K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +214.5% | 6,825 | $165K |
| Hyposwiss Advisors SA | 0.15% | No change | 6,345 | $154K |
| Ballast Advisors LLC | 0.04% | No change | 6,170 | $150K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 6,155 | $149K |
| Front Row Advisors LLC | 0.05% | Add +39.3% | 5,850 | $142K |
| Black Cypress Capital Management, LLC | 0.10% | Add +75.8% | 5,800 | $141K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -7.0% | 5,759 | $140K |
| Truvestments Capital LLC | 0.02% | New | 5,318 | $129K |
| Intentional Wealth Strategies, LLC | 0.12% | — | 5,244 | $127K |
| GAMMA Investing LLC | 0.01% | No change | 4,793 | $116K |
| National Bank of Canada | 0.00% | Add +80.5% | 4,553 | $110K |
| Coastline Trust Co | 0.01% | No change | 4,375 | $106K |
| Bank of Montreal | 0.00% | Reduce -89.1% | 4,350 | $105K |
| Align Financial, LLC | 0.06% | Reduce -95.9% | 4,282 | $104K |
| AE Wealth Management LLC | 0.00% | No change | 4,145 | $100K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,750 | $91K |
| CNB Bank | 0.04% | Reduce -1.0% | 3,706 | $90K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,657 | $89K |
| 2UniFi Bank | 0.04% | No change | 3,525 | $85K |
| Ascentis Independent Advisors | 0.01% | New | 3,500 | $85K |
| Orion Capital Management LLC | 0.03% | New | 3,300 | $80K |
| Asset Dedication, LLC | 0.01% | No change | 3,248 | $79K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,175 | $77K |
| Napier Financial, LLC | 0.02% | New | 2,838 | $69K |
| Barclays PLC | 0.00% | No change | 2,733 | $66K |
| Sunbelt Securities, Inc. | 0.00% | No change | 2,700 | $65K |
| McIlrath & Eck, LLC | 0.00% | Add +0.7% | 2,590 | $63K |
| Burkett Financial Services, LLC | 0.02% | Reduce -4.0% | 2,401 | $58K |
| Birchwood Financial Partners, Inc. | 0.05% | Add +0.7% | 2,089 | $51K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $48K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 2,000 | $48K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,777 | $43K |
| Miller Global Investments, LLC | 0.04% | New | 1,620 | $39K |
| Legacy Bridge, LLC | 0.01% | No change | 1,418 | $34K |
| Assetmark, Inc. | 0.00% | No change | 1,314 | $32K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 1,022 | $25K |
| Eastern Bank | 0.00% | No change | 1,015 | $25K |
| Motco | 0.00% | No change | 989 | $24K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 855 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.8% | 837 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 813 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $19K |
| Blue Trust, Inc. | 0.00% | Add +0.8% | 786 | $19K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 730 | $18K |
| Vanguard Advisers Inc. | 0.00% | — | 715 | $17K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 628 | $15K |
| CX Institutional | 0.00% | Add +0.7% | 575 | $14K |
| First PREMIER Bank | 0.00% | No change | 315 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.3% | 92 | $2K |
"% 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.