iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q1 2024 (March 31)153holders
$25.35avg. 13F price*
At the end of Q1 2024, 153 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings. The largest holders were Bank of America Corp. ($36.2M), Mercer Global Advisors Inc. ($24.1M) and Envestnet Asset Management Inc. ($21.7M).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435U259
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $35.4M |
| Exits | 7 | $2.7M |
Ownership 153 holders
| Bank of America Corp. | 0.00% | Add +4.0% | 1,428,738 | $36.2M |
| Mercer Global Advisors Inc. | 0.07% | Add +5.2% | 950,930 | $24.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.9% | 855,493 | $21.7M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.51% | Add +4.0% | 724,213 | $18.4M |
| Morgan Stanley | 0.00% | Add +24.6% | 687,590 | $17.4M |
| US Bancorp \de | 0.02% | Reduce -2.5% | 673,459 | $17.1M |
| Kathmere Capital Management, LLC | 1.92% | Add +8.8% | 662,225 | $16.8M |
| UBS Group AG | 0.01% | Add +63.8% | 658,970 | $16.7M |
| NewEdge Advisors, LLC | 0.12% | Add +2.5% | 564,280 | $14.3M |
| Wells Fargo & Company | 0.00% | Reduce -25.4% | 493,123 | $12.5M |
| Corient Private Wealth LP | 0.02% | New | 455,653 | $11.6M |
| Covington Investment Advisors Inc. | 1.27% | Add +14.6% | 306,280 | $7.8M |
| LPL Financial LLC | 0.00% | Add +2.5% | 277,524 | $7.0M |
| Ashton Thomas Private Wealth, LLC | 0.40% | Add +0.6% | 274,634 | $7.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +23.5% | 255,529 | $6.5M |
| Praetorian Wealth Management, Inc. | 1.71% | Add +6.5% | 252,380 | $6.4M |
| Hills Bank & Trust Co | 0.53% | Add +0.2% | 245,440 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -8.3% | 239,911 | $6.1M |
| Crumly & Associates Inc. | 1.52% | Reduce -25.2% | 227,826 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1671.2% | 225,262 | $5.7M |
| Jane Street Group, LLC | 0.01% | New | 200,631 | $5.1M |
| Leavell Investment Management, Inc. | 0.29% | Reduce -3.5% | 195,976 | $5.0M |
| LBMC Investment Advisors, LLC | 0.41% | Add +141.7% | 186,620 | $4.7M |
| Integrated Wealth Concepts LLC | 0.07% | Add +30.6% | 184,296 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.7% | 161,920 | $4.1M |
| Cyndeo Wealth Partners, LLC | 0.32% | Add +0.0% | 150,993 | $3.8M |
| Paradiem, LLC | 0.85% | New | 135,772 | $3.4M |
| Quantum Financial Advisors, LLC | 0.59% | New | 126,438 | $3.2M |
| Newman Dignan & Sheerar, Inc. | 0.81% | Add +0.0% | 119,874 | $3.0M |
| Gateway Advisory, LLC | 0.53% | Add +6.7% | 119,494 | $3.0M |
| Sound View Wealth Advisors Group, LLC | 0.32% | Reduce -4.8% | 117,989 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Add +44.1% | 107,493 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.7% | 101,692 | $2.6M |
| Raymond James & Associates | 0.00% | Add +0.1% | 96,243 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -14.7% | 93,664 | $2.4M |
| Amplius Wealth Advisors, LLC | 0.25% | New | 88,181 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 85,867 | $2.2M |
| Stifel Financial Corp. | 0.00% | New | 76,277 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -21.9% | 72,889 | $1.8M |
| WJ Wealth Management, LLC | 0.71% | Add +3.0% | 70,092 | $1.8M |
| Howland Capital Management LLC | 0.09% | Add +75.0% | 69,810 | $1.8M |
| Sonata Capital Group Inc. | 0.80% | New | 69,530 | $1.8M |
| Confluence Investment Management LLC | 0.02% | Add +468.0% | 69,218 | $1.8M |
| Regions Financial Corp. | 0.01% | Reduce -5.8% | 68,818 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.36% | Add +2.0% | 67,045 | $1.7M |
| Signature Wealth Management Group | 0.70% | Add +9.6% | 60,846 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +46.4% | 59,430 | $1.5M |
| Scissortail Wealth Management, LLC | 0.39% | Reduce -4.6% | 57,635 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +12.3% | 55,961 | $1.4M |
| Atwater Malick LLC | 0.46% | Add +10.2% | 51,758 | $1.3M |
| Blue Square Asset Management, LLC | 0.88% | Reduce -0.7% | 51,081 | $1.3M |
| James Investment Research, Inc. | 0.15% | Add +1.3% | 50,934 | $1.3M |
| Glenview Trust Co | 0.03% | Add +43.1% | 49,824 | $1.3M |
| Woodmont Investment Counsel LLC | 0.11% | Add +0.6% | 49,776 | $1.3M |
| CFS Investment Advisory Services, LLC | 0.20% | Add +0.1% | 46,886 | $1.2M |
| Lincoln National Corp. | 0.02% | Add +204.9% | 46,459 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +138.6% | 45,881 | $1.2M |
| Klingman & Associates, LLC | 0.08% | Reduce -20.3% | 45,077 | $1.1M |
| RIA Advisory Group LLC | 0.46% | Add +0.6% | 44,995 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +16.4% | 43,661 | $1.1M |
| Phillips Financial Management, LLC | 0.09% | Reduce -14.8% | 43,603 | $1.1M |
| Foundry Financial Group, Inc. | 0.78% | Reduce -3.8% | 43,133 | $1.1M |
| Atria Investments, Inc | 0.01% | New | 42,442 | $1.1M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +543.7% | 41,247 | $1.0M |
| Focus Partners Wealth | 0.01% | Add +1.9% | 39,365 | $998K |
| IFP Advisors, Inc | 0.04% | Add +4.7% | 38,524 | $977K |
| Capital Investment Advisors, LLC | 0.02% | Add +1.3% | 37,210 | $943K |
| Evergreen Private Wealth LLC | 0.46% | Add +14.8% | 36,277 | $920K |
| Sandy Spring Bank | 0.04% | Reduce -4.1% | 35,795 | $907K |
| Prism Advisors, Inc. | 0.27% | No change | 35,665 | $904K |
| Roof Eidam Maycock Peralta, LLC | 0.24% | Add +0.1% | 35,075 | $889K |
| Garden State Investment Advisory Services LLC | 0.32% | Reduce 0.0% | 33,988 | $862K |
| Lido Advisors, LLC | 0.01% | Reduce -13.0% | 33,081 | $839K |
| Granite Harbor Advisors, Inc. | 0.57% | Add +21.5% | 32,752 | $830K |
| Royal Harbor Partners, LLC | 0.36% | Reduce -10.5% | 32,645 | $828K |
| Coldstream Capital Management Inc. | 0.02% | Add +201.9% | 32,494 | $824K |
| Spinnaker Trust | 0.05% | Add +169.5% | 32,192 | $816K |
| Snowden Capital Advisors LLC | 0.03% | New | 31,700 | $804K |
| &partners | 0.11% | New | 30,545 | $774K |
| Stonebridge Capital Advisors LLC | 0.07% | Reduce -14.9% | 30,208 | $766K |
| Avantax Planning Partners, Inc. | 0.02% | New | 29,251 | $742K |
| Cwm, LLC | 0.00% | Reduce -35.9% | 27,846 | $706K |
| Creative Planning | 0.00% | Reduce -19.9% | 26,743 | $678K |
| Mariner, LLC | 0.00% | Reduce -16.9% | 26,619 | $675K |
| Lantz Financial LLC | 0.21% | Add +24.1% | 25,815 | $654K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.1% | 24,000 | $608K |
| Legacy Private Trust Co. | 0.04% | No change | 22,565 | $572K |
| Farther Finance Advisors, LLC | 0.03% | New | 22,190 | $561K |
| GC Wealth Management RIA, LLC | 0.11% | New | 21,862 | $554K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 20,457 | $519K |
| Kintra Wealth, LLC | 0.37% | Add +8.9% | 19,719 | $500K |
| Archford Capital Strategies, LLC | 0.08% | Add +5.5% | 18,990 | $481K |
| Janney Montgomery Scott LLC | 0.00% | Add +24.8% | 17,997 | $456K |
| PFG Private Wealth Management, LLC | 0.28% | New | 17,285 | $438K |
| Gould Asset Management LLC | 0.10% | No change | 17,130 | $434K |
| New England Private Wealth Advisors LLC | 0.08% | Add +0.1% | 16,919 | $428K |
| Commonwealth Financial Services, LLC | 0.10% | No change | 16,759 | $428K |
| Savant Capital, LLC | 0.00% | Add +2.8% | 16,178 | $410K |
| First Affirmative Financial Network | 0.30% | Reduce -2.4% | 15,927 | $404K |
| Captrust Financial Advisors | 0.00% | Reduce -13.1% | 15,764 | $400K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -92.0% | 15,757 | $399K |
| Wrapmanager Inc. | 0.11% | Add +3.7% | 15,418 | $391K |
| Kades & Cheifetz LLC | 0.25% | Add +26.1% | 15,330 | $389K |
| Parallel Advisors, LLC | 0.01% | Add +42.1% | 14,212 | $360K |
| Paradigm, Strategies in Wealth Management, LLC | 0.21% | Add +1.4% | 13,679 | $347K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -2.0% | 12,616 | $320K |
| Cora Capital Advisors LLC | 0.17% | No change | 12,500 | $317K |
| Rehmann Capital Advisory Group | 0.02% | No change | 12,161 | $308K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +49.9% | 11,767 | $298K |
| Comerica Bank | 0.00% | Add +277.6% | 11,442 | $290K |
| WealthBridge Capital Management, LLC | 0.09% | Reduce -1.1% | 11,107 | $282K |
| Moneco Advisors, LLC | 0.04% | No change | 10,893 | $276K |
| Alterna Wealth Management, Inc. | 0.22% | Reduce -3.3% | 10,853 | $275K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,661 | $270K |
| Susquehanna International Group, LLP | 0.00% | New | 10,311 | $261K |
| Modern Wealth Management, LLC | 0.02% | New | 10,275 | $260K |
| Peloton Wealth Strategists | 0.11% | No change | 10,200 | $259K |
| Asset Dedication, LLC | 0.02% | No change | 10,187 | $258K |
| HB Wealth Management, LLC | 0.00% | No change | 10,131 | $257K |
| Cooper/Haims Advisors, LLC | 0.15% | No change | 10,000 | $254K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.8% | 9,702 | $246K |
| Patten Group, Inc. | 0.06% | No change | 9,689 | $246K |
| Arrow Financial Corp | 0.02% | Add +0.7% | 9,451 | $240K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -15.2% | 9,253 | $235K |
| Global Financial Private Client, LLC | 0.10% | Add +0.3% | 9,139 | $231K |
| Argent Trust Co | 0.01% | No change | 9,059 | $230K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 8,993 | $228K |
| Horan Securities, Inc. | 0.11% | Add +11.6% | 8,946 | $227K |
| 4J Wealth Management LLC | 0.19% | Add +0.3% | 8,619 | $218K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,474 | $215K |
| Mutual Advisors, LLC | 0.01% | Reduce -8.4% | 8,400 | $213K |
| Sigma Planning Corp | 0.01% | New | 8,040 | $204K |
| Carr Financial Group Corp | 0.07% | No change | 8,000 | $203K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 8,000 | $203K |
| Bank of Montreal | 0.00% | New | 7,392 | $187K |
| Private Trust Co. NA | 0.02% | No change | 6,652 | $169K |
| Princeton Global Asset Management LLC | 0.04% | No change | 6,125 | $155K |
| Valley National Advisers Inc. | 0.02% | New | 5,703 | $144K |
| FMR LLC | 0.00% | New | 4,148 | $105K |
| Bank of New Hampshire | 0.02% | No change | 3,655 | $93K |
| Glen Eagle Advisors, LLC | 0.02% | Add +118.6% | 3,225 | $82K |
| Harbor Investment Advisory, LLC | 0.01% | New | 2,056 | $52K |
| Principal Securities, Inc. | 0.00% | Reduce -0.5% | 1,951 | $49K |
| Allworth Financial LP | 0.00% | No change | 802 | $20K |
| Aspect Partners, LLC | 0.02% | No change | 760 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 739 | $18K |
| Benjamin Edwards Inc. | 0.00% | New | 676 | $17K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 360 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 313 | $8K |
| HM Payson & Co. | 0.00% | New | 300 | $8K |
| Addison Advisors LLC | 0.00% | Reduce -33.8% | 235 | $6K |
| BlackRock Inc. | 0.00% | No change | 143 | $4K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 72 | $2K |
"% 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.