iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q2 2025 (June 30)173holders −5
15new positions
16sold out
$25.62avg. 13F price*
At the end of Q2 2025, 173 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, down 5 from Q1 2025. 15 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($50.3M), Mercer Global Advisors Inc. ($24.3M) and Clearstead Advisors, LLC ($22.6M).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435U259
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.8M |
| Exits | 16 | $5.8M |
All 13F filers, Q1 2025 → Q2 2025: 1,197,584 shares bought and 616,115 shares sold, net +581,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Bank of America Corp. | 0.00% | Add +4.1% | 1,963,364 | $50.3M |
| Mercer Global Advisors Inc. | 0.05% | Add +10.3% | 947,342 | $24.3M |
| Clearstead Advisors, LLC | 0.32% | Add +3.1% | 882,174 | $22.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.5% | 878,008 | $22.5M |
| US Bancorp \de | 0.02% | Add +6.8% | 734,542 | $18.8M |
| Morgan Stanley | 0.00% | Add +0.1% | 688,174 | $17.6M |
| NewEdge Advisors, LLC | 0.08% | Add +8.0% | 615,172 | $15.8M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 503,073 | $12.9M |
| Kathmere Capital Management, LLC | 0.94% | Reduce -10.3% | 474,005 | $12.1M |
| UBS Group AG | 0.00% | Reduce -4.6% | 447,469 | $11.5M |
| LBMC Investment Advisors, LLC | 0.75% | Add +12.4% | 411,927 | $10.6M |
| LPL Financial LLC | 0.00% | Add +0.2% | 388,657 | $10.0M |
| Hills Bank & Trust Co | 0.62% | Add +17.8% | 383,212 | $9.8M |
| Integrated Wealth Concepts LLC | 0.09% | Add +3.5% | 336,583 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.3% | 329,979 | $8.5M |
| Lido Advisors, LLC | 0.04% | Add +13.0% | 319,096 | $8.2M |
| Covington Investment Advisors Inc. | 1.12% | Add +1.8% | 306,590 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.9% | 287,385 | $7.4M |
| Leavell Investment Management, Inc. | 0.31% | Add +1.8% | 270,987 | $6.9M |
| Praetorian Wealth Management, Inc. | 1.40% | Add +0.1% | 237,175 | $6.1M |
| Sound View Wealth Advisors Group, LLC | 0.39% | Add +30.7% | 205,621 | $5.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.2% | 204,997 | $5.3M |
| Howland Capital Management LLC | 0.20% | Add +3.9% | 188,806 | $4.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +25.8% | 181,579 | $4.7M |
| CENTRAL TRUST Co | 0.10% | Add +6.6% | 172,675 | $4.4M |
| Quantum Financial Advisors, LLC | 0.54% | Add +2.8% | 156,480 | $4.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.5% | 149,722 | $3.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -9.0% | 143,957 | $3.7M |
| Paradiem, LLC | 0.88% | No change | 135,772 | $3.5M |
| Cyndeo Wealth Partners, LLC | 0.20% | Reduce -17.5% | 133,532 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 131,227 | $3.4M |
| Coldstream Capital Management Inc. | 0.05% | Add +7.4% | 113,042 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.1% | 108,197 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.2% | 107,449 | $2.8M |
| Newman Dignan & Sheerar, Inc. | 0.62% | New | 105,943 | $2.7M |
| Atwater Malick LLC | 0.79% | Add +3.3% | 97,835 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -7.5% | 96,681 | $2.5M |
| Sonata Capital Group Inc. | 0.98% | No change | 95,287 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.6% | 95,232 | $2.4M |
| Jane Street Group, LLC | 0.00% | Add +159.2% | 82,820 | $2.1M |
| Regions Financial Corp. | 0.01% | Reduce -0.8% | 74,452 | $1.9M |
| New England Private Wealth Advisors LLC | 0.27% | Add +0.1% | 73,288 | $1.9M |
| Confluence Investment Management LLC | 0.03% | Reduce -3.5% | 72,848 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +60.1% | 69,052 | $1.8M |
| Sentinel Pension Advisors, LLC | 0.30% | Reduce -0.2% | 68,613 | $1.8M |
| Woodmont Investment Counsel LLC | 0.11% | Reduce -0.6% | 65,336 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +8.8% | 65,243 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Add +11.1% | 63,738 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Add +8.8% | 63,358 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +10.9% | 60,724 | $1.6M |
| Signature Wealth Management Group | 0.60% | Add +1.3% | 59,477 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | Add +19.6% | 59,217 | $1.5M |
| Glenview Trust Co | 0.03% | No change | 58,838 | $1.5M |
| James Investment Research, Inc. | 0.18% | No change | 58,755 | $1.5M |
| Moseley Investment Management Inc. | 0.49% | Reduce -9.7% | 55,929 | $1.4M |
| RIA Advisory Group LLC | 0.42% | Add +4.8% | 55,323 | $1.4M |
| Cwm, LLC | 0.01% | Add +12.7% | 55,193 | $1.4M |
| Scissortail Wealth Management, LLC | 0.34% | Reduce -15.0% | 55,165 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +23.2% | 54,917 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -8.5% | 48,859 | $1.3M |
| Benjamin Edwards Inc. | 0.02% | Reduce -1.7% | 47,752 | $1.2M |
| Spinnaker Trust | 0.07% | Add +5.8% | 47,700 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | New | 47,256 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +13.9% | 45,411 | $1.2M |
| Modern Wealth Management, LLC | 0.03% | Add +18.4% | 45,042 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.54% | Reduce -7.3% | 44,803 | $1.1M |
| Blue Square Asset Management, LLC | 0.54% | Reduce -2.0% | 44,750 | $1.1M |
| Evergreen Private Wealth LLC | 0.48% | Reduce -1.0% | 44,590 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +35.6% | 44,232 | $1.1M |
| Atlantic Union Bankshares Corp | 0.03% | New | 43,830 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +0.6% | 42,008 | $1.1M |
| Mariner, LLC | 0.00% | Reduce -0.2% | 41,741 | $1.1M |
| Deutsche Bank AG | 0.00% | No change | 41,021 | $1.1M |
| Lantz Financial LLC | 0.26% | Add +2.6% | 40,469 | $1.0M |
| Foundry Financial Group, Inc. | 0.58% | Add +0.1% | 39,977 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -17.0% | 38,536 | $987K |
| Postrock Partners LLC | 0.47% | Add +3.6% | 38,416 | $984K |
| Assetmark, Inc. | 0.00% | Add +330.1% | 36,944 | $947K |
| Prism Advisors, Inc. | 0.26% | No change | 35,665 | $914K |
| IFP Advisors, Inc | 0.03% | Add +12.5% | 34,578 | $886K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -22.5% | 34,352 | $880K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +119.3% | 33,963 | $870K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,700 | $812K |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -2.0% | 31,114 | $797K |
| Crews Bank & Trust | 0.13% | No change | 30,981 | $794K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | Add +0.2% | 29,703 | $761K |
| Goldman Sachs Group Inc. | 0.00% | Add +151.4% | 28,310 | $725K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 27,461 | $704K |
| Financial Advisory Corp | 0.11% | New | 26,910 | $690K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -0.6% | 25,536 | $654K |
| Godshalk Welsh Capital Management, Inc. | 0.38% | New | 24,000 | $615K |
| 10Elms LLP | 0.68% | Add +1.7% | 23,794 | $610K |
| Corient Private Wealth LP | 0.00% | Reduce -52.0% | 23,406 | $600K |
| Parallel Advisors, LLC | 0.01% | Add +15.9% | 22,690 | $581K |
| Novem Group | 0.07% | Add +1.1% | 21,753 | $557K |
| Gould Asset Management LLC | 0.10% | Add +17.2% | 20,375 | $522K |
| Riverchase Wealth Management, LLC | 0.31% | No change | 19,229 | $493K |
| Captrust Financial Advisors | 0.00% | Reduce -8.3% | 18,689 | $479K |
| First Affirmative Financial Network | 0.24% | Reduce -5.5% | 18,370 | $471K |
| Private Advisor Group, LLC | 0.00% | New | 17,719 | $454K |
"% 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.