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 |
| Gould Asset Management LLC | 0.10% | No change | 17,130 | $434K |
| New England Private Wealth Advisors LLC | 0.07% | Add +0.1% | 16,942 | $429K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.3% | 15,549 | $394K |
| Wrapmanager Inc. | 0.11% | Add +0.6% | 15,506 | $393K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -16.8% | 13,940 | $353K |
| Rehmann Capital Advisory Group | 0.02% | Add +8.7% | 13,213 | $335K |
| Exchange Capital Management, Inc. | 0.05% | New | 12,754 | $323K |
| Stonebridge Capital Advisors LLC | 0.03% | Reduce -58.0% | 12,693 | $321K |
| Horan Securities, Inc. | 0.14% | Add +41.8% | 12,687 | $321K |
| Sigma Investment Counselors Inc. | 0.02% | No change | 12,616 | $319K |
| Cora Capital Advisors LLC | 0.16% | No change | 12,500 | $317K |
| Savant Capital, LLC | 0.00% | Reduce -24.8% | 12,169 | $308K |
| Comerica Bank | 0.00% | No change | 11,442 | $290K |
| Moneco Advisors, LLC | 0.04% | No change | 10,893 | $276K |
| Alterna Wealth Management, Inc. | 0.24% | No change | 10,853 | $275K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,661 | $270K |
| Peloton Wealth Strategists | 0.11% | No change | 10,200 | $258K |
| 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 | 0.14% | No change | 10,000 | $253K |
| Patten Group, Inc. | 0.06% | No change | 9,689 | $245K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 9,638 | $244K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.6% | 9,545 | $242K |
| Arrow Financial Corp | 0.02% | No change | 9,451 | $239K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 9,453 | $239K |
| Global Financial Private Client, LLC | 0.10% | Add +2.4% | 9,359 | $237K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +0.1% | 9,266 | $235K |
| WealthBridge Capital Management, LLC | 0.08% | Reduce -18.3% | 9,078 | $230K |
| Richard P Slaughter Associates Inc | 0.05% | New | 9,059 | $229K |
| Argent Trust Co | 0.01% | No change | 9,059 | $229K |
| Signaturefd, LLC | 0.00% | New | 8,988 | $228K |
| 4J Wealth Management LLC | 0.18% | Add +0.4% | 8,655 | $219K |
| Paradigm, Strategies in Wealth Management, LLC | 0.13% | Reduce -37.9% | 8,496 | $215K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,474 | $215K |
| STAR Financial Bank | 0.15% | New | 7,921 | $201K |
| Private Trust Co. NA | 0.02% | No change | 6,652 | $168K |
| Princeton Global Asset Management LLC | 0.03% | No change | 6,125 | $155K |
| Valley National Advisers Inc. | 0.02% | Add +0.5% | 5,734 | $145K |
| Bank of New Hampshire | 0.02% | No change | 3,655 | $93K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 3,225 | $82K |
| Harbor Investment Advisory, LLC | 0.01% | Add +53.7% | 3,160 | $80K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -90.2% | 2,169 | $55K |
| International Assets Investment Management, LLC | 0.00% | New | 2,059 | $52K |
| Principal Securities, Inc. | 0.00% | No change | 1,951 | $49K |
| Creekmur Asset Management LLC | 0.01% | New | 1,857 | $47K |
| Benjamin Edwards Inc. | 0.00% | Add +27.7% | 863 | $22K |
| Allworth Financial LP | 0.00% | No change | 802 | $20K |
| Aspect Partners, LLC | 0.01% | No change | 760 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.4% | 742 | $18K |
| Assetmark, Inc. | 0.00% | New | 365 | $9K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 362 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 313 | $8K |
| HM Payson & Co. | 0.00% | No change | 300 | $8K |
| BlackRock Inc. | 0.00% | Add +0.7% | 144 | $4K |
| FMR LLC | 0.00% | Reduce -99.2% | 35 | $886 |
"% 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.