iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q3 2024 (September 30)159holders +4
12new positions
7sold out
$25.76avg. 13F price*
At the end of Q3 2024, 159 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, up 4 from Q2 2024. 12 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($40.0M), Mercer Global Advisors Inc. ($25.4M) and Envestnet Asset Management Inc. ($23.7M).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435U259
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $6.0M |
| Exits | 7 | $1.9M |
All 13F filers, Q2 2024 → Q3 2024: 1,109,411 shares bought and 404,488 shares sold, net +704,923 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Bank of America Corp. | 0.00% | Add +3.3% | 1,560,822 | $40.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +1.2% | 992,695 | $25.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 925,072 | $23.7M |
| Morgan Stanley | 0.00% | Reduce -6.9% | 805,719 | $20.7M |
| Clearstead Advisors, LLC | 0.32% | Add +3.3% | 798,488 | $20.5M |
| UBS Group AG | 0.01% | Add +3.0% | 752,048 | $19.3M |
| US Bancorp \de | 0.02% | Add +4.7% | 697,208 | $17.9M |
| Kathmere Capital Management, LLC | 1.52% | Reduce -8.3% | 630,761 | $16.2M |
| NewEdge Advisors, LLC | 0.09% | Add +1.8% | 557,622 | $14.3M |
| Wells Fargo & Company | 0.00% | Reduce -0.1% | 491,201 | $12.6M |
| Corient Private Wealth LP | 0.02% | Reduce -4.1% | 391,857 | $10.1M |
| LBMC Investment Advisors, LLC | 0.64% | Add +22.4% | 315,909 | $8.1M |
| Hills Bank & Trust Co | 0.60% | Add +12.9% | 311,484 | $8.0M |
| Covington Investment Advisors Inc. | 1.15% | Reduce -0.1% | 298,050 | $7.6M |
| LPL Financial LLC | 0.00% | Reduce -0.5% | 296,491 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +12.8% | 294,731 | $7.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.8% | 286,104 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Add +14.9% | 268,876 | $6.9M |
| Ashton Thomas Private Wealth, LLC | 0.34% | Reduce -3.6% | 246,492 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +38.1% | 245,588 | $6.3M |
| Praetorian Wealth Management, Inc. | 1.48% | Reduce -4.8% | 231,713 | $5.9M |
| Integrated Wealth Concepts LLC | 0.07% | Add +18.9% | 225,318 | $5.8M |
| Leavell Investment Management, Inc. | 0.26% | Add +5.6% | 207,114 | $5.3M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +11.9% | 165,464 | $4.2M |
| Howland Capital Management LLC | 0.18% | Add +58.5% | 162,705 | $4.2M |
| Sound View Wealth Advisors Group, LLC | 0.30% | Add +4.0% | 141,144 | $3.6M |
| Osaic Holdings, Inc. | 0.01% | Add +23.6% | 137,799 | $3.5M |
| Paradiem, LLC | 0.82% | No change | 135,772 | $3.5M |
| CENTRAL TRUST Co | 0.08% | Add +3.2% | 131,446 | $3.4M |
| Quantum Financial Advisors, LLC | 0.52% | Add +2.6% | 130,734 | $3.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +27.3% | 129,313 | $3.3M |
| Newman Dignan & Sheerar, Inc. | 0.73% | Reduce -1.6% | 118,719 | $3.0M |
| Gateway Advisory, LLC | 0.46% | Add +0.8% | 110,093 | $2.8M |
| Raymond James & Associates | 0.00% | Add +5.9% | 108,757 | $2.8M |
| Sanctuary Advisors, LLC | 0.02% | Add +12.9% | 101,951 | $2.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +11.6% | 101,257 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 90,529 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -2.9% | 85,061 | $2.2M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 82,968 | $2.1M |
| Sonata Capital Group Inc. | 0.83% | New | 76,390 | $2.0M |
| Confluence Investment Management LLC | 0.03% | Add +4.7% | 74,294 | $1.9M |
| Regions Financial Corp. | 0.01% | Reduce -3.8% | 70,457 | $1.8M |
| Scissortail Wealth Management, LLC | 0.43% | Reduce -99.9% | 46 | $1.8M |
| Sentinel Pension Advisors, LLC | 0.33% | Add +0.9% | 67,314 | $1.7M |
| Atwater Malick LLC | 0.55% | Add +9.8% | 66,359 | $1.7M |
| WJ Wealth Management, LLC | 0.58% | Reduce -2.4% | 64,523 | $1.7M |
| Woodmont Investment Counsel LLC | 0.11% | Add +9.4% | 58,988 | $1.5M |
| Glenview Trust Co | 0.03% | No change | 58,838 | $1.5M |
| Signature Wealth Management Group | 0.60% | Reduce -3.5% | 58,608 | $1.5M |
| Lido Advisors, LLC | 0.01% | Add +72.9% | 57,490 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +6.1% | 56,671 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +178.2% | 55,951 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -8.9% | 54,961 | $1.4M |
| PSI Advisors, LLC | 0.41% | No change | 53,974 | $1.4M |
| James Investment Research, Inc. | 0.16% | Add +3.8% | 52,885 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +13.8% | 51,932 | $1.3M |
| Coldstream Capital Management Inc. | 0.03% | Add +8.2% | 50,311 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Reduce -8.2% | 49,025 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Reduce -1.8% | 48,658 | $1.2M |
| Blue Square Asset Management, LLC | 0.66% | Reduce -2.4% | 48,194 | $1.2M |
| Sandy Spring Bank | 0.05% | Add +17.3% | 48,122 | $1.2M |
| RIA Advisory Group LLC | 0.43% | — | 47,988 | $1.2M |
| Crumly & Associates Inc. | 0.33% | Reduce -31.6% | 46,189 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +5.1% | 45,139 | $1.2M |
| Moseley Investment Management Inc. | 0.46% | New | 44,929 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +15.1% | 44,239 | $1.1M |
| Foundry Financial Group, Inc. | 0.68% | Reduce -1.1% | 42,658 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +111.8% | 42,382 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Add +4802.9% | 42,312 | $1.1M |
| Mariner, LLC | 0.00% | Add +29.3% | 39,699 | $1.0M |
| Evergreen Private Wealth LLC | 0.44% | Add +1.6% | 36,953 | $948K |
| Prism Advisors, Inc. | 0.26% | No change | 35,665 | $915K |
| Roof Eidam Maycock Peralta, LLC | 0.23% | Add +0.1% | 35,162 | $902K |
| IFP Advisors, Inc | 0.03% | Reduce -9.7% | 33,955 | $871K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -3.4% | 33,043 | $848K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,700 | $813K |
| Strid Group, LLC | 0.12% | New | 31,176 | $800K |
| Spinnaker Trust | 0.05% | Reduce -2.9% | 30,966 | $794K |
| Lantz Financial LLC | 0.21% | Add +23.2% | 30,613 | $785K |
| &partners | 0.01% | Reduce -25.3% | 30,335 | $778K |
| GC Wealth Management RIA, LLC | 0.13% | Add +26.7% | 29,674 | $761K |
| Captrust Financial Advisors | 0.00% | Add +52.1% | 27,805 | $713K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.8% | 27,195 | $698K |
| Granite Harbor Advisors, Inc. | 0.40% | No change | 26,283 | $674K |
| Modern Wealth Management, LLC | 0.04% | Add +20.2% | 25,237 | $647K |
| Cetera Investment Advisers | 0.00% | Add +6.8% | 24,616 | $632K |
| Cwm, LLC | 0.00% | Reduce -17.9% | 24,387 | $626K |
| Apollon Wealth Management, LLC | 0.02% | No change | 24,000 | $616K |
| Kades & Cheifetz LLC | 0.35% | Add +18.0% | 23,854 | $612K |
| Klingman & Associates, LLC | 0.04% | Reduce -6.8% | 23,441 | $601K |
| Old Mission Capital LLC | 0.01% | New | 23,207 | $595K |
| Legacy Private Trust Co. | 0.04% | No change | 22,565 | $579K |
| PFG Private Wealth Management, LLC | 0.31% | Add +6.5% | 20,652 | $530K |
| TPG Advisors LLC | 0.40% | No change | 20,185 | $518K |
| Kintra Wealth, LLC | 0.35% | Reduce -11.7% | 19,961 | $512K |
| Parallel Advisors, LLC | 0.01% | Add +12.2% | 19,515 | $501K |
| Garden State Investment Advisory Services LLC | 0.16% | Reduce -19.3% | 19,338 | $496K |
| First Affirmative Financial Network | 0.27% | Add +3.7% | 19,198 | $493K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -29.3% | 17,139 | $440K |
| Gould Asset Management LLC | 0.09% | No change | 17,130 | $439K |
"% 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.