iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q2 2024 (June 30)155holders +2
12new positions
11sold out
1famous investor
$25.32avg. 13F price*
At the end of Q2 2024, 155 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, up 2 from Q1 2024. 12 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($38.3M), Mercer Global Advisors Inc. ($24.8M) and Envestnet Asset Management Inc. ($22.4M). 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 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $23.4M |
| Exits | 11 | $5.0M |
All 13F filers, Q1 2024 → Q2 2024: 1,865,599 shares bought and 882,955 shares sold, net +982,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 155 holders
| Bank of America Corp. | 0.00% | Add +5.8% | 1,511,321 | $38.3M |
| Mercer Global Advisors Inc. | 0.07% | Add +3.2% | 980,994 | $24.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.4% | 884,294 | $22.4M |
| Morgan Stanley | 0.00% | Add +25.9% | 865,609 | $21.9M |
| Clearstead Advisors, LLC | 0.33% | New | 773,342 | $19.6M |
| UBS Group AG | 0.01% | Add +10.8% | 729,838 | $18.5M |
| Kathmere Capital Management, LLC | 1.85% | Add +3.8% | 687,481 | $17.4M |
| US Bancorp \de | 0.02% | Reduce -1.1% | 665,966 | $16.9M |
| NewEdge Advisors, LLC | 0.10% | Reduce -2.9% | 547,764 | $13.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.3% | 491,812 | $12.5M |
| Corient Private Wealth LP | 0.02% | Reduce -10.3% | 408,633 | $10.3M |
| Covington Investment Advisors Inc. | 1.21% | Reduce -2.6% | 298,350 | $7.6M |
| LPL Financial LLC | 0.00% | Add +7.4% | 298,112 | $7.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +9.0% | 278,436 | $7.1M |
| Hills Bank & Trust Co | 0.57% | Add +12.4% | 275,858 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Add +8.9% | 261,365 | $6.6M |
| LBMC Investment Advisors, LLC | 0.57% | Add +38.2% | 257,981 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Reduce -6.9% | 255,709 | $6.5M |
| Praetorian Wealth Management, Inc. | 1.58% | Reduce -3.5% | 243,485 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +3.9% | 234,012 | $5.9M |
| Leavell Investment Management, Inc. | 0.27% | Add +0.1% | 196,181 | $5.0M |
| Integrated Wealth Concepts LLC | 0.07% | Add +2.9% | 189,569 | $4.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.8% | 177,847 | $4.5M |
| Cyndeo Wealth Partners, LLC | 0.29% | Reduce -2.0% | 147,923 | $3.7M |
| Paradiem, LLC | 0.86% | No change | 135,772 | $3.4M |
| Sound View Wealth Advisors Group, LLC | 0.35% | Add +15.0% | 135,721 | $3.4M |
| Quantum Financial Advisors, LLC | 0.57% | Add +0.8% | 127,475 | $3.2M |
| CENTRAL TRUST Co | 0.08% | Add +18.4% | 127,328 | $3.2M |
| Newman Dignan & Sheerar, Inc. | 0.79% | Add +0.7% | 120,680 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Add +87.7% | 111,522 | $2.8M |
| Gateway Advisory, LLC | 0.47% | Reduce -8.6% | 109,190 | $2.8M |
| Raymond James & Associates | 0.00% | Add +6.7% | 102,725 | $2.6M |
| Howland Capital Management LLC | 0.12% | Add +47.1% | 102,665 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 101,569 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +24.4% | 90,704 | $2.3M |
| Sanctuary Advisors, LLC | 0.02% | — | 90,301 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 89,048 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -6.5% | 87,606 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +6.2% | 80,998 | $2.1M |
| Regions Financial Corp. | 0.01% | Add +6.4% | 73,200 | $1.9M |
| Confluence Investment Management LLC | 0.03% | Add +2.5% | 70,934 | $1.8M |
| Crumly & Associates Inc. | 0.49% | Reduce -70.3% | 67,572 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.35% | Reduce -0.5% | 66,741 | $1.7M |
| WJ Wealth Management, LLC | 0.61% | Reduce -5.7% | 66,092 | $1.7M |
| Signature Wealth Management Group | 0.67% | Reduce -0.2% | 60,707 | $1.5M |
| Atwater Malick LLC | 0.53% | Add +16.8% | 60,466 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +7.8% | 60,329 | $1.5M |
| Glenview Trust Co | 0.03% | Add +18.1% | 58,838 | $1.5M |
| Scissortail Wealth Management, LLC | 0.37% | Reduce -1.8% | 56,586 | $1.4M |
| PSI Advisors, LLC | 0.43% | New | 53,974 | $1.4M |
| Woodmont Investment Counsel LLC | 0.11% | Add +8.3% | 53,897 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +35.7% | 53,401 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +22.3% | 53,393 | $1.4M |
| James Investment Research, Inc. | 0.15% | No change | 50,934 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Add +13.6% | 49,533 | $1.3M |
| Blue Square Asset Management, LLC | 0.73% | Reduce -3.3% | 49,385 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +43.1% | 46,500 | $1.2M |
| Atria Investments, Inc | 0.01% | Add +7.5% | 45,629 | $1.2M |
| Foundry Financial Group, Inc. | 0.75% | No change | 43,133 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +15.5% | 42,961 | $1.1M |
| Sandy Spring Bank | 0.05% | Add +14.6% | 41,027 | $1.0M |
| &partners | 0.04% | Add +32.9% | 40,607 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Reduce -5.5% | 38,971 | $987K |
| Stratos Wealth Partners, LTD. | 0.02% | Add +87.8% | 38,422 | $973K |
| IFP Advisors, Inc | 0.04% | Reduce -2.4% | 37,597 | $952K |
| Evergreen Private Wealth LLC | 0.45% | Add +0.3% | 36,366 | $921K |
| Prism Advisors, Inc. | 0.27% | No change | 35,665 | $903K |
| Roof Eidam Maycock Peralta, LLC | 0.24% | Add +0.1% | 35,118 | $889K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -27.1% | 34,190 | $866K |
| Lido Advisors, LLC | 0.01% | Add +0.5% | 33,257 | $842K |
| Spinnaker Trust | 0.05% | Reduce -0.9% | 31,901 | $808K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,700 | $803K |
| Mariner, LLC | 0.00% | Add +15.3% | 30,695 | $777K |
| Cwm, LLC | 0.00% | Add +6.6% | 29,688 | $752K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 26,984 | $683K |
| Granite Harbor Advisors, Inc. | 0.43% | Reduce -19.8% | 26,283 | $665K |
| Klingman & Associates, LLC | 0.04% | Reduce -44.2% | 25,157 | $637K |
| Lantz Financial LLC | 0.20% | Reduce -3.8% | 24,840 | $629K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -17.2% | 24,231 | $614K |
| Apollon Wealth Management, LLC | 0.02% | No change | 24,000 | $608K |
| Garden State Investment Advisory Services LLC | 0.21% | Reduce -29.5% | 23,974 | $607K |
| GC Wealth Management RIA, LLC | 0.12% | Add +7.2% | 23,427 | $593K |
| Cetera Investment Advisers | 0.00% | Reduce -49.8% | 23,046 | $584K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -74.0% | 22,909 | $580K |
| Kintra Wealth, LLC | 0.41% | Add +14.7% | 22,608 | $572K |
| Legacy Private Trust Co. | 0.04% | No change | 22,565 | $571K |
| Members Wealth LLC | 0.37% | — | 21,620 | $554K |
| Creative Planning | 0.00% | Reduce -20.6% | 21,230 | $538K |
| Modern Wealth Management, LLC | 0.04% | Add +104.4% | 20,998 | $532K |
| Archford Capital Strategies, LLC | 0.09% | Add +9.8% | 20,855 | $528K |
| Kades & Cheifetz LLC | 0.32% | Add +31.9% | 20,221 | $512K |
| TPG Advisors LLC | 0.44% | — | 20,185 | $511K |
| Jane Street Group, LLC | 0.00% | Reduce -90.0% | 20,109 | $509K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +70.1% | 20,015 | $507K |
| PFG Private Wealth Management, LLC | 0.30% | Add +12.2% | 19,391 | $491K |
| First Affirmative Financial Network | 0.33% | Add +16.3% | 18,517 | $469K |
| Captrust Financial Advisors | 0.00% | Add +16.0% | 18,282 | $463K |
| Janney Montgomery Scott LLC | 0.00% | No change | 17,997 | $456K |
| Citadel Advisors | 0.00% | New | 17,654 | $447K |
| Parallel Advisors, LLC | 0.01% | Add +22.4% | 17,394 | $440K |
"% 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.