iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q1 2025 (March 31)178holders −3
9new positions
11sold out
$25.56avg. 13F price*
At the end of Q1 2025, 178 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, down 3 from Q4 2024. 9 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($48.2M), Envestnet Asset Management Inc. ($22.3M) and Mercer Global Advisors Inc. ($22.0M).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435U259
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $4.1M |
| Exits | 11 | $5.1M |
All 13F filers, Q4 2024 → Q1 2025: 963,396 shares bought and 1,635,575 shares sold, net −672,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Bank of America Corp. | 0.00% | Add +7.9% | 1,886,518 | $48.2M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -8.0% | 873,501 | $22.3M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -0.8% | 859,031 | $22.0M |
| Clearstead Advisors, LLC | 0.34% | Reduce -0.9% | 855,421 | $21.9M |
| US Bancorp \de | 0.02% | Reduce -3.3% | 688,099 | $17.6M |
| Morgan Stanley | 0.00% | Reduce -3.0% | 687,559 | $17.6M |
| NewEdge Advisors, LLC | 0.09% | Add +1.8% | 569,568 | $14.6M |
| Kathmere Capital Management, LLC | 1.15% | Reduce -15.2% | 528,357 | $13.5M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 493,053 | $12.6M |
| UBS Group AG | 0.00% | Reduce -28.3% | 468,920 | $12.0M |
| LPL Financial LLC | 0.00% | Add +14.7% | 387,913 | $9.9M |
| LBMC Investment Advisors, LLC | 0.73% | Add +11.1% | 366,493 | $9.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.8% | 344,628 | $8.8M |
| Hills Bank & Trust Co | 0.59% | Add +0.4% | 325,445 | $8.3M |
| Integrated Wealth Concepts LLC | 0.10% | Add +6.7% | 325,296 | $8.3M |
| Covington Investment Advisors Inc. | 1.21% | Add +2.5% | 301,290 | $7.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.7% | 285,347 | $7.3M |
| Lido Advisors, LLC | 0.04% | Add +91.8% | 282,329 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.0% | 268,783 | $6.9M |
| Leavell Investment Management, Inc. | 0.34% | Add +3.5% | 266,114 | $6.8M |
| Praetorian Wealth Management, Inc. | 1.48% | Add +1.3% | 236,902 | $6.1M |
| Howland Capital Management LLC | 0.21% | Add +9.9% | 181,686 | $4.6M |
| CENTRAL TRUST Co | 0.10% | Reduce -4.5% | 162,001 | $4.1M |
| Cyndeo Wealth Partners, LLC | 0.27% | Reduce -6.4% | 161,854 | $4.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -50.5% | 158,254 | $4.0M |
| Sound View Wealth Advisors Group, LLC | 0.33% | Add +12.0% | 157,368 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +9.5% | 153,577 | $3.9M |
| Quantum Financial Advisors, LLC | 0.58% | Add +15.2% | 152,238 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +23.7% | 144,392 | $3.7M |
| Paradiem, LLC | 0.96% | No change | 135,772 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +17.7% | 125,134 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.9% | 114,601 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +18.3% | 108,114 | $2.8M |
| Coldstream Capital Management Inc. | 0.06% | Add +9.1% | 105,219 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -1.4% | 104,506 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 95,834 | $2.4M |
| Sonata Capital Group Inc. | 1.06% | No change | 95,287 | $2.4M |
| Atwater Malick LLC | 0.82% | Add +47.1% | 94,706 | $2.4M |
| Confluence Investment Management LLC | 0.03% | Reduce -0.0% | 75,467 | $1.9M |
| Regions Financial Corp. | 0.01% | Add +3.5% | 75,039 | $1.9M |
| New England Private Wealth Advisors LLC | 0.29% | Add +9.2% | 73,255 | $1.9M |
| Sentinel Pension Advisors, LLC | 0.32% | Add +1.4% | 68,752 | $1.8M |
| Woodmont Investment Counsel LLC | 0.12% | No change | 65,729 | $1.7M |
| Scissortail Wealth Management, LLC | 0.43% | Reduce -5.8% | 64,903 | $1.7M |
| Moseley Investment Management Inc. | 0.62% | No change | 61,929 | $1.6M |
| Focus Partners Wealth | 0.00% | Reduce -3.2% | 59,964 | $1.5M |
| Glenview Trust Co | 0.03% | No change | 58,838 | $1.5M |
| James Investment Research, Inc. | 0.19% | No change | 58,755 | $1.5M |
| Signature Wealth Management Group | 0.58% | Reduce -0.8% | 58,693 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -4.9% | 58,248 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Add +2.5% | 57,394 | $1.5M |
| PSI Advisors, LLC | 0.47% | Add +11.4% | 56,874 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +22.0% | 54,767 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -5.7% | 53,383 | $1.4M |
| RIA Advisory Group LLC | 0.44% | Add +11.3% | 52,806 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | No change | 49,533 | $1.3M |
| Cwm, LLC | 0.01% | Add +2.2% | 48,996 | $1.3M |
| Corient Private Wealth LP | 0.00% | Reduce -86.8% | 48,747 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +8.5% | 48,588 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.66% | Add +5.6% | 48,329 | $1.2M |
| Atria Investments, Inc | 0.02% | Add +8.6% | 46,425 | $1.2M |
| Blue Square Asset Management, LLC | 0.63% | Reduce -2.1% | 45,660 | $1.2M |
| Spinnaker Trust | 0.08% | Add +32.5% | 45,085 | $1.2M |
| Evergreen Private Wealth LLC | 0.54% | Add +2.0% | 45,029 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +438.8% | 44,564 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +438.8% | 44,564 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 44,313 | $1.1M |
| Sandy Spring Bank | 0.05% | Add +1.1% | 43,869 | $1.1M |
| WJ Wealth Management, LLC | 0.39% | Reduce -32.9% | 43,323 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | New | 43,124 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -1.2% | 41,835 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +0.4% | 41,766 | $1.1M |
| Deutsche Bank AG | 0.00% | New | 41,021 | $1.0M |
| Foundry Financial Group, Inc. | 0.63% | Reduce -9.6% | 39,938 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +11.5% | 39,875 | $1.0M |
| Lantz Financial LLC | 0.28% | Add +0.2% | 39,433 | $1.0M |
| Modern Wealth Management, LLC | 0.03% | Reduce -6.3% | 38,052 | $973K |
| Postrock Partners LLC | 0.47% | No change | 37,066 | $947K |
| Prism Advisors, Inc. | 0.28% | No change | 35,665 | $912K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -26.4% | 32,608 | $833K |
| Jane Street Group, LLC | 0.00% | Add +51.4% | 31,955 | $817K |
| GC Wealth Management RIA, LLC | 0.15% | Add +3.7% | 31,764 | $812K |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,700 | $810K |
| Strid Group, LLC | 0.12% | No change | 31,176 | $797K |
| Crews Bank & Trust | 0.14% | Reduce -5.9% | 30,981 | $792K |
| IFP Advisors, Inc | 0.02% | Reduce -8.3% | 30,744 | $786K |
| Roof Eidam Maycock Peralta, LLC | 0.20% | Reduce -15.8% | 29,655 | $758K |
| Resonant Capital Advisors, LLC | 0.05% | Add +133.1% | 27,461 | $702K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -15.2% | 25,689 | $657K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -91.8% | 23,800 | $608K |
| 10Elms LLP | 0.71% | Add +21.8% | 23,394 | $598K |
| Members Wealth LLC | 0.43% | Add +3.6% | 22,406 | $573K |
| Janney Montgomery Scott LLC | 0.00% | Add +36.7% | 22,338 | $571K |
| Novem Group | 0.08% | Add +2.8% | 21,510 | $550K |
| Captrust Financial Advisors | 0.00% | Reduce -18.0% | 20,382 | $521K |
| Apollon Wealth Management, LLC | 0.01% | No change | 20,000 | $511K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.0% | 19,578 | $500K |
| First Affirmative Financial Network | 0.30% | Add +4.2% | 19,444 | $497K |
| &partners | 0.01% | Reduce -36.3% | 20,423 | $494K |
| Riverchase Wealth Management, LLC | 0.34% | No change | 19,229 | $491K |
| Gould Asset Management LLC | 0.09% | Add +1.3% | 17,380 | $444K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -0.1% | 15,807 | $404K |
| Princeton Global Asset Management LLC | 0.08% | Add +127.5% | 15,700 | $401K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +31.3% | 15,486 | $396K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -6.4% | 15,399 | $394K |
| Kestra Advisory Services, LLC | 0.00% | New | 15,275 | $390K |
| Argent Trust Co | 0.02% | No change | 15,158 | $387K |
| Richard P Slaughter Associates Inc | 0.09% | Add +81.4% | 15,158 | $387K |
| WealthBridge Capital Management, LLC | 0.11% | Add +2.1% | 14,660 | $375K |
| Wrapmanager Inc. | 0.10% | Reduce -3.1% | 14,515 | $371K |
| Susquehanna International Group, LLP | 0.00% | New | 14,260 | $364K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -6.3% | 14,095 | $360K |
| Klingman & Associates, LLC | 0.02% | Reduce -16.7% | 14,092 | $360K |
| Trust Co | 0.04% | Add +40.1% | 13,709 | $350K |
| Nestegg Advisors, Inc. | 0.37% | Reduce -10.3% | 13,460 | $344K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.1% | 13,229 | $338K |
| Cora Capital Advisors LLC | 0.15% | No change | 12,500 | $320K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.8% | 12,459 | $318K |
| Crumly & Associates Inc. | 0.09% | Reduce -71.8% | 12,450 | $318K |
| Rossmore Private Capital | 0.04% | New | 11,736 | $300K |
| Creative Planning | 0.00% | Reduce -8.7% | 11,556 | $295K |
| Buffington Mohr McNeal | 0.06% | Add +9.3% | 11,490 | $294K |
| Partners Wealth Management, LLC | 0.33% | No change | 11,489 | $294K |
| Droms Strauss Advisors Inc. /Mo/ | 0.10% | Add +13.1% | 11,316 | $289K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -4.1% | 11,259 | $288K |
| Peloton Wealth Strategists | 0.12% | No change | 11,000 | $281K |
| Moneco Advisors, LLC | 0.03% | No change | 10,893 | $278K |
| Alterna Wealth Management, Inc. | 0.21% | No change | 10,853 | $277K |
| Garden State Investment Advisory Services LLC | 0.09% | Reduce -37.3% | 10,690 | $273K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,373 | $265K |
| KOM Wealth Management Group, LLC | 0.23% | Add +0.4% | 10,151 | $259K |
| Cooper/Haims Advisors, LLC | 0.14% | No change | 10,000 | $256K |
| Sigma Investment Counselors Inc. | 0.02% | Reduce -19.4% | 10,000 | $256K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,000 | $256K |
| Shufro Rose & Co. LLC | 0.02% | No change | 9,964 | $255K |
| Cary Street Partners Financial LLC | 0.01% | No change | 9,595 | $245K |
| Arrow Financial Corp | 0.03% | No change | 9,451 | $242K |
| Savant Capital, LLC | 0.00% | Reduce -1.6% | 9,312 | $238K |
| Asset Dedication, LLC | 0.02% | No change | 9,282 | $237K |
| Patten Group, Inc. | 0.05% | No change | 9,111 | $233K |
| TPG Advisors LLC | 0.18% | Reduce -24.8% | 9,094 | $232K |
| Brookstone Capital Management | 0.00% | Add +12.9% | 9,056 | $231K |
| Signaturefd, LLC | 0.00% | No change | 8,988 | $230K |
| Summit Wealth Partners, LLC | 0.05% | No change | 8,918 | $228K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +0.1% | 8,839 | $226K |
| First National Trust Co | 0.01% | New | 8,833 | $226K |
| Assetmark, Inc. | 0.00% | Add +283.5% | 8,590 | $220K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,474 | $217K |
| ArborFi Advisors, LLC | 0.22% | New | 8,470 | $216K |
| Horan Securities, Inc. | 0.08% | Reduce -0.0% | 8,453 | $216K |
| Baltimore-Washington Financial Advisors, Inc. | 0.01% | No change | 8,179 | $209K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -6.9% | 8,093 | $207K |
| Smith, Moore & Co. | 0.02% | Add +0.4% | 8,077 | $206K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.6% | 8,077 | $206K |
| Eldridge Investment Advisors, Inc. | 0.05% | No change | 8,000 | $204K |
| STAR Financial Bank | 0.15% | No change | 7,921 | $202K |
| Legacy Private Trust Co. | 0.01% | No change | 7,870 | $201K |
| FMR LLC | 0.00% | Add +33287.0% | 7,679 | $196K |
| Private Trust Co. NA | 0.02% | Add +13.9% | 7,574 | $194K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -5.4% | 6,873 | $176K |
| Hughes Financial Services, LLC | 0.03% | New | 6,292 | $161K |
| Global Financial Private Client, LLC | 0.06% | Reduce -9.9% | 5,801 | $148K |
| Harbor Investment Advisory, LLC | 0.01% | Add +15.7% | 3,656 | $93K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 3,225 | $82K |
| Bank of New Hampshire | 0.02% | Reduce -20.5% | 2,905 | $74K |
| American Capital Advisory, LLC | 0.03% | No change | 2,221 | $57K |
| Jones Financial Companies LLLP | 0.00% | Add +7.5% | 2,141 | $55K |
| Principal Securities, Inc. | 0.00% | Add +4.7% | 2,034 | $52K |
| Coastline Trust Co | 0.01% | Add +128.3% | 1,918 | $49K |
| Rialto Wealth Management, LLC | 0.01% | No change | 965 | $25K |
| Comerica Bank | 0.00% | Reduce -81.4% | 883 | $23K |
| Allworth Financial LP | 0.00% | No change | 802 | $20K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 368 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 313 | $8K |
| Farther Finance Advisors, LLC | 0.00% | No change | 180 | $5K |
| BlackRock, Inc. | 0.00% | No change | 146 | $4K |
| AE Wealth Management LLC | 0.00% | No change | 37 | $946 |
| Caldwell Trust Co | 0.00% | No change | 29 | $741 |
"% 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.