iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q2 2026 (June 30)181holders −13
14new positions
22sold out
1famous investor
$25.64avg. 13F price*
At the end of Q2 2026, 181 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, down 13 from Q1 2026. 14 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($52.7M), Mercer Global Advisors Inc. ($43.5M) and Rossmore Private Capital ($37.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435U259
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.3M |
| Exits | 22 | $12.5M |
All 13F filers, Q1 2026 → Q2 2026: 895,026 shares bought and 1,111,547 shares sold, net −216,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 181 holders
| Bank of America Corp. | 0.00% | Add +3.5% | 2,056,461 | $52.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +7.5% | 1,695,538 | $43.5M |
| Rossmore Private Capital | 3.01% | Reduce 0.0% | 1,443,221 | $37.0M |
| NewEdge Advisors, LLC | 0.06% | Add +4.6% | 732,003 | $18.8M |
| US Bancorp \de | 0.02% | Add +1.4% | 652,820 | $16.7M |
| Lido Advisors, LLC | 0.05% | Reduce -2.3% | 555,766 | $14.2M |
| Kathmere Capital Management, LLC | 0.75% | Add +20.6% | 553,898 | $14.2M |
| LBMC Investment Advisors, LLC | 0.73% | Reduce -0.9% | 520,304 | $13.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.5% | 461,392 | $11.8M |
| LPL Financial LLC | 0.00% | Reduce -4.3% | 386,854 | $9.9M |
| Hills Bank & Trust Co | 0.41% | Reduce -3.1% | 378,134 | $9.7M |
| Morgan Stanley | 0.00% | Add +10.6% | 367,257 | $9.4M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -9.6% | 331,427 | $8.5M |
| Covington Investment Advisors Inc. | 1.07% | Add +0.1% | 324,415 | $8.3M |
| UBS Group AG | 0.00% | Reduce -18.2% | 312,081 | $8.0M |
| Paradiem, LLC | 1.63% | No change | 294,149 | $7.5M |
| Leavell Investment Management, Inc. | 0.26% | Add +7.0% | 273,821 | $7.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +16.4% | 269,719 | $6.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.1% | 246,532 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.4% | 244,402 | $6.3M |
| CENTRAL TRUST Co | 0.10% | Add +4.6% | 215,592 | $5.5M |
| Sound View Wealth Advisors Group, LLC | 0.34% | Reduce -5.7% | 214,675 | $5.5M |
| Cyndeo Wealth Partners, LLC | 0.24% | Add +6.1% | 201,206 | $5.2M |
| Praetorian Wealth Management, Inc. | 0.88% | Reduce -7.7% | 198,055 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 192,529 | $4.9M |
| United Capital Financial Advisors, LLC | 0.03% | Add +8.9% | 182,111 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.5% | 175,525 | $4.5M |
| Howland Capital Management LLC | 0.16% | Reduce -5.2% | 174,672 | $4.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.7% | 149,069 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.9% | 135,041 | $3.5M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.5% | 127,207 | $3.3M |
| NorthCoast Asset Management LLC | 0.06% | Add +2.9% | 106,153 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.5% | 105,460 | $2.7M |
| Quantum Financial Advisors, LLC | 0.26% | Reduce -22.1% | 103,716 | $2.7M |
| Parkway Wealth Management Group, LLC | 0.29% | Add +2.4% | 98,369 | $2.5M |
| Sonata Capital Group Inc. | 0.79% | No change | 95,677 | $2.5M |
| Cetera Investment Advisers | 0.00% | Reduce -3.7% | 95,226 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Add +13.0% | 91,901 | $2.4M |
| Atwater Malick LLC | 0.50% | No change | 90,163 | $2.3M |
| Stifel Financial Corp. | 0.00% | Add +1.2% | 76,943 | $2.0M |
| IHT Wealth Management, LLC | 0.04% | Add +0.6% | 76,419 | $2.0M |
| RIA Advisory Group LLC | 0.43% | Add +26.8% | 75,215 | $1.9M |
| Blue Square Asset Management, LLC | 0.77% | Reduce -0.7% | 74,014 | $1.9M |
| New England Private Wealth Advisors LLC | 0.18% | Add +0.1% | 73,391 | $1.9M |
| Kastel Capital Advisors, LLC | 1.16% | Reduce -5.7% | 71,546 | $1.8M |
| Granite Harbor Advisors, Inc. | 0.69% | No change | 67,346 | $1.7M |
| Scissortail Wealth Management, LLC | 0.32% | Add +21.6% | 64,989 | $1.7M |
| Regions Financial Corp. | 0.01% | Add +44.0% | 62,745 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.9% | 61,672 | $1.6M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 59,884 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -7.5% | 59,854 | $1.5M |
| Brookstone Capital Management | 0.01% | Add +40.2% | 58,205 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | Reduce -3.4% | 57,223 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.6% | 56,787 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -4.5% | 56,606 | $1.5M |
| Glenview Trust Co | 0.02% | No change | 54,497 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.3% | 54,360 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.5% | 54,053 | $1.4M |
| Lantz Financial LLC | 0.25% | Reduce -0.3% | 52,703 | $1.4M |
| Evergreen Private Wealth LLC | 0.49% | Reduce -0.2% | 52,079 | $1.3M |
| Spinnaker Trust | 0.06% | No change | 51,999 | $1.3M |
| Titleist Asset Management, LLC | 0.09% | New | 49,972 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -31.5% | 49,352 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -7.7% | 48,925 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +143.0% | 48,501 | $1.2M |
| PSI Advisors, LLC | 0.29% | Reduce -63.3% | 48,374 | $1.2M |
| O'Domhnaill Enterprises, Inc. | 0.97% | Add +7.2% | 47,124 | $1.2M |
| Summitpoint Capital Management | 1.28% | Add +1.0% | 46,448 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | Add +1.9% | 46,398 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -37.0% | 46,282 | $1.2M |
| HRT Financial LP | 0.00% | Add +215.8% | 43,148 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -60.2% | 41,188 | $1.1M |
| Deutsche Bank AG | 0.00% | No change | 41,021 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.56% | Add +8.0% | 40,500 | $1.0M |
| Postrock Partners LLC | 0.40% | Add +5.3% | 38,606 | $990K |
| Jacobi Capital Management LLC | 0.05% | New | 36,400 | $933K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.1% | 35,940 | $922K |
| James Investment Research, Inc. | 0.09% | No change | 35,835 | $919K |
| Baird Financial Group, Inc. | 0.00% | Add +2.3% | 35,800 | $918K |
| Prism Advisors, Inc. | 0.22% | No change | 35,665 | $914K |
| Strid Group, LLC | 0.10% | No change | 35,064 | $899K |
| Aspen Wealth Management LLC | 0.15% | Reduce -27.9% | 34,731 | $890K |
| Heffernan Advisory, Inc. | 0.70% | No change | 32,664 | $838K |
| IFP Advisors, Inc | 0.01% | Reduce -0.8% | 32,030 | $821K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,700 | $813K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.5% | 31,158 | $799K |
| Mariner, LLC | 0.00% | Add +0.0% | 30,368 | $779K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -25.4% | 30,099 | $772K |
| Crews Bank & Trust | 0.10% | Reduce -6.3% | 29,944 | $768K |
| Roof Eidam Maycock Peralta, LLC | 0.15% | Add +0.2% | 29,904 | $767K |
| Cove Private Wealth, LLC | 0.14% | New | 29,000 | $744K |
| Financial Advisory Corp | 0.09% | Add +11.1% | 27,877 | $715K |
| First National Trust Co | 0.02% | Add +0.3% | 27,449 | $704K |
| Modern Wealth Management, LLC | 0.01% | Reduce -28.1% | 27,199 | $697K |
| Resonant Capital Advisors, LLC | 0.03% | Reduce -1.5% | 27,052 | $694K |
| Composition Wealth, LLC | 0.01% | Add +6.6% | 25,670 | $658K |
| Parallel Advisors, LLC | 0.01% | No change | 24,807 | $636K |
| Silverlake Wealth Management LLC | 0.12% | Add +18.5% | 24,722 | $634K |
| 10Elms LLP | 0.28% | No change | 24,594 | $631K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -0.1% | 23,035 | $591K |
"% of holder's portfolio" is IBMO's weight in each manager's 13F, not the share of iShares Ibonds Dec 2026 Term the manager owns.