iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q3 2025 (September 30)178holders +5
15new positions
8sold out
1famous investor
$25.66avg. 13F price*
At the end of Q3 2025, 178 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, up 5 from Q2 2025. 15 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($51.4M), Mercer Global Advisors Inc. ($27.4M) and US Bancorp \de ($18.5M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.1M |
| Exits | 8 | $2.0M |
All 13F filers, Q2 2025 → Q3 2025: 1,128,492 shares bought and 1,973,624 shares sold, net −845,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Bank of America Corp. | 0.00% | Add +2.0% | 2,002,881 | $51.4M |
| Mercer Global Advisors Inc. | 0.05% | Add +12.9% | 1,069,676 | $27.4M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 721,210 | $18.5M |
| NewEdge Advisors, LLC | 0.08% | Add +4.9% | 645,225 | $16.6M |
| Clearstead Advisors, LLC | 0.18% | Reduce -45.9% | 477,579 | $12.3M |
| Kathmere Capital Management, LLC | 0.86% | Reduce -0.1% | 473,772 | $12.2M |
| LBMC Investment Advisors, LLC | 0.76% | Add +12.7% | 464,080 | $11.9M |
| UBS Group AG | 0.00% | Reduce -1.4% | 441,038 | $11.3M |
| Wells Fargo & Company | 0.00% | Reduce -14.8% | 428,727 | $11.0M |
| LPL Financial LLC | 0.00% | Add +1.7% | 395,421 | $10.1M |
| Integrated Wealth Concepts LLC | 0.09% | Add +13.8% | 382,935 | $9.8M |
| Hills Bank & Trust Co | 0.58% | Reduce -0.3% | 382,065 | $9.8M |
| Lido Advisors, LLC | 0.04% | Add +17.9% | 376,215 | $9.7M |
| Morgan Stanley | 0.00% | Reduce -51.0% | 337,087 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.0% | 310,304 | $8.0M |
| Covington Investment Advisors Inc. | 1.04% | Add +1.1% | 309,830 | $8.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 285,963 | $7.3M |
| Leavell Investment Management, Inc. | 0.29% | Reduce -1.8% | 266,087 | $6.8M |
| Praetorian Wealth Management, Inc. | 1.23% | Reduce -1.2% | 234,296 | $6.0M |
| Quantum Financial Advisors, LLC | 0.62% | Add +27.1% | 198,861 | $5.1M |
| Howland Capital Management LLC | 0.19% | Add +2.1% | 192,756 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.9% | 190,853 | $4.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +1.2% | 183,737 | $4.7M |
| Sound View Wealth Advisors Group, LLC | 0.30% | Reduce -17.9% | 168,784 | $4.3M |
| CENTRAL TRUST Co | 0.09% | Reduce -4.2% | 165,348 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.5% | 156,447 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 139,163 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +184.7% | 139,114 | $3.6M |
| Paradiem, LLC | 0.81% | No change | 135,772 | $3.5M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +0.2% | 133,752 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.8% | 133,577 | $3.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +11.1% | 120,230 | $3.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +5.0% | 118,698 | $3.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +50.6% | 104,008 | $2.7M |
| PSI Advisors, LLC | 0.69% | New | 103,274 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.9% | 98,950 | $2.5M |
| Atwater Malick LLC | 0.74% | Add +1.0% | 98,810 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.2% | 96,882 | $2.5M |
| Newman Dignan & Sheerar, Inc. | 0.53% | Reduce -9.3% | 96,059 | $2.5M |
| Sonata Capital Group Inc. | 0.91% | Add +0.4% | 95,677 | $2.5M |
| Jane Street Group, LLC | 0.00% | Add +12.9% | 93,496 | $2.4M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 92,639 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -37.5% | 90,025 | $2.3M |
| Moseley Investment Management Inc. | 0.65% | Add +48.1% | 82,858 | $2.1M |
| New England Private Wealth Advisors LLC | 0.25% | Add +0.0% | 73,305 | $1.9M |
| Regions Financial Corp. | 0.01% | Reduce -3.5% | 71,865 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +88.6% | 69,684 | $1.8M |
| Sentinel Pension Advisors, LLC | 0.28% | Add +0.0% | 68,631 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +45.1% | 68,585 | $1.8M |
| Confluence Investment Management LLC | 0.02% | Reduce -6.5% | 68,076 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +2.3% | 66,726 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Add +3.2% | 65,749 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +7.0% | 64,995 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +1.5% | 64,331 | $1.7M |
| RIA Advisory Group LLC | 0.39% | Add +7.9% | 59,696 | $1.5M |
| Signature Wealth Management Group | 0.59% | Reduce -0.2% | 59,362 | $1.5M |
| James Investment Research, Inc. | 0.17% | Add +1.0% | 59,355 | $1.5M |
| Phillips Financial Management, LLC | 0.10% | No change | 59,217 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +33.0% | 58,852 | $1.5M |
| Granite Harbor Advisors, Inc. | 0.63% | Add +30.1% | 58,310 | $1.5M |
| Glenview Trust Co | 0.02% | Reduce -1.7% | 57,854 | $1.5M |
| Spinnaker Trust | 0.07% | Add +6.3% | 50,693 | $1.3M |
| Cwm, LLC | 0.00% | Reduce -8.6% | 50,445 | $1.3M |
| Scissortail Wealth Management, LLC | 0.28% | Reduce -8.7% | 50,373 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +2.7% | 49,029 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -16.0% | 46,139 | $1.2M |
| Evergreen Private Wealth LLC | 0.48% | Add +2.6% | 45,767 | $1.2M |
| Modern Wealth Management, LLC | 0.02% | Add +1.5% | 45,728 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 45,349 | $1.2M |
| Old Mission Capital LLC | 0.04% | New | 44,508 | $1.1M |
| Blue Square Asset Management, LLC | 0.49% | Reduce -1.8% | 43,956 | $1.1M |
| Lantz Financial LLC | 0.25% | Add +7.8% | 43,605 | $1.1M |
| Mariner, LLC | 0.00% | Add +3.4% | 43,175 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -2.1% | 42,901 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +0.6% | 42,259 | $1.1M |
| Deutsche Bank AG | 0.00% | No change | 41,021 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +15.2% | 39,588 | $1.0M |
| Foundry Financial Group, Inc. | 0.52% | Reduce -3.7% | 38,486 | $988K |
| Crews Bank & Trust | 0.14% | Add +20.3% | 37,281 | $957K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +9.6% | 37,218 | $955K |
| Postrock Partners LLC | 0.42% | Reduce -3.4% | 37,098 | $952K |
| Prism Advisors, Inc. | 0.25% | No change | 35,665 | $915K |
| GC Wealth Management RIA, LLC | 0.03% | Add +14.2% | 35,527 | $912K |
| Baird Financial Group, Inc. | 0.00% | Add +252.0% | 35,204 | $903K |
| Strid Group, LLC | 0.11% | Add +161.6% | 35,064 | $900K |
| Aspen Wealth Management LLC | 0.20% | New | 34,830 | $894K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -46.8% | 34,773 | $892K |
| Susquehanna International Group, LLP | 0.00% | New | 34,399 | $883K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,700 | $813K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | Add +0.2% | 29,752 | $763K |
| Godshalk Welsh Capital Management, Inc. | 0.42% | Add +18.8% | 28,500 | $731K |
| Financial Advisory Corp | 0.11% | Add +5.1% | 28,288 | $726K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 27,461 | $705K |
| IFP Advisors, Inc | 0.02% | Reduce -23.6% | 26,409 | $678K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -2.9% | 24,791 | $634K |
| 10Elms LLP | 0.65% | Add +2.3% | 24,344 | $625K |
| Brookstone Capital Management | 0.01% | Add +113.1% | 23,584 | $605K |
| Members Wealth LLC | 0.36% | — | 22,399 | $573K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.5% | 22,115 | $567K |
| Gould Asset Management LLC | 0.10% | Add +5.7% | 21,540 | $553K |
| Captrust Financial Advisors | 0.00% | Add +11.9% | 20,912 | $537K |
| Riverchase Wealth Management, LLC | 0.28% | No change | 19,229 | $493K |
| Smith, Moore & Co. | 0.04% | Add +35.0% | 18,699 | $480K |
| First Affirmative Financial Network | 0.22% | Add +0.0% | 18,372 | $471K |
| Private Advisor Group, LLC | 0.00% | No change | 17,719 | $455K |
| Wick Capital Partners, LLC | 0.11% | New | 17,181 | $441K |
| Archford Capital Strategies, LLC | 0.05% | No change | 16,384 | $420K |
| &partners | 0.00% | Add +4.7% | 15,843 | $407K |
| Princeton Global Asset Management LLC | 0.07% | No change | 15,700 | $403K |
| WealthBridge Capital Management, LLC | 0.09% | Add +1.6% | 15,686 | $403K |
| Curbstone Financial Management Corp | 0.08% | New | 15,620 | $401K |
| Sax Wealth Advisors, LLC | 0.02% | Add +1.6% | 15,255 | $391K |
| Atria Investments, Inc | 0.00% | Reduce -60.8% | 15,122 | $388K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.2% | 15,007 | $385K |
| Corient Private Wealth LP | 0.00% | Reduce -37.6% | 14,601 | $375K |
| Creative Planning | 0.00% | Add +24.5% | 14,390 | $369K |
| Apollon Wealth Management, LLC | 0.01% | No change | 14,000 | $359K |
| Krilogy Financial LLC | 0.01% | New | 13,990 | $358K |
| Trust Co | 0.04% | No change | 13,708 | $352K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -0.7% | 13,562 | $348K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 13,229 | $339K |
| Cora Capital Advisors LLC | 0.14% | No change | 12,500 | $321K |
| Novem Group | 0.04% | Reduce -44.6% | 12,048 | $309K |
| Citadel Advisors | 0.00% | New | 12,036 | $309K |
| Rossmore Private Capital | 0.03% | No change | 11,736 | $301K |
| Rockefeller Capital Management L.P. | 0.00% | Add +11.8% | 11,634 | $299K |
| Freestone Capital Holdings, LLC | 0.01% | New | 11,486 | $295K |
| Alterna Wealth Management, Inc. | 0.24% | No change | 11,127 | $286K |
| Klingman & Associates, LLC | 0.01% | Reduce -6.6% | 10,994 | $282K |
| Peloton Wealth Strategists | 0.11% | No change | 11,000 | $282K |
| Moneco Advisors, LLC | 0.02% | No change | 10,893 | $280K |
| First National Trust Co | 0.01% | Add +5.0% | 10,450 | $268K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | Reduce -10.9% | 10,435 | $268K |
| Cary Street Partners Financial LLC | 0.01% | Add +6.8% | 10,245 | $263K |
| Cooper/Haims Advisors, LLC | 0.12% | No change | 10,000 | $257K |
| Sigma Investment Counselors Inc. | 0.01% | No change | 10,000 | $257K |
| Shufro Rose & Co. LLC | 0.02% | No change | 9,964 | $255K |
| Private Trust Co. NA | 0.02% | Add +0.9% | 9,827 | $252K |
| Arrow Financial Corp | 0.02% | No change | 9,451 | $243K |
| Eldridge Investment Advisors, Inc. | 0.05% | Add +17.5% | 9,400 | $241K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +9.6% | 9,373 | $241K |
| Savant Capital, LLC | 0.00% | No change | 9,312 | $239K |
| TPG Advisors LLC | 0.15% | No change | 9,094 | $233K |
| Signaturefd, LLC | 0.00% | No change | 8,988 | $231K |
| Summit Wealth Partners, LLC | 0.04% | No change | 8,918 | $229K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +9.8% | 8,715 | $224K |
| Beaumont Asset Management, L.L.C. | 0.11% | Add +2.4% | 8,520 | $219K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 8,474 | $217K |
| HORAN Wealth, LLC | 0.03% | New | 8,453 | $217K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -70.3% | 8,399 | $216K |
| Strategic Blueprint, LLC | 0.01% | No change | 8,381 | $215K |
| Accretive Wealth Partners, LLC | 0.06% | Add +1.2% | 8,296 | $213K |
| Asset Dedication, LLC | 0.01% | Reduce -12.4% | 8,133 | $209K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.4% | 8,173 | $209K |
| Legacy Private Trust Co. | 0.01% | No change | 7,870 | $202K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,703 | $198K |
| Hughes Financial Services, LLC | 0.03% | No change | 6,686 | $171K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 6,461 | $166K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 6,225 | $160K |
| JPMorgan Chase & Co. | 0.00% | New | 3,767 | $97K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,656 | $94K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 3,225 | $83K |
| American Capital Advisory, LLC | 0.03% | No change | 2,221 | $57K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,141 | $55K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 1,948 | $50K |
| Principal Securities, Inc. | 0.00% | No change | 1,943 | $50K |
| Coastline Trust Co | 0.01% | No change | 1,918 | $49K |
| Bank of New Hampshire | 0.01% | Reduce -34.4% | 1,905 | $49K |
| Rialto Wealth Management, LLC | 0.01% | No change | 965 | $25K |
| Addison Advisors LLC | 0.01% | No change | 895 | $23K |
| Allworth Financial LP | 0.00% | No change | 802 | $21K |
| Advisory Services Network, LLC | 0.00% | New | 716 | $18K |
| FMR LLC | 0.00% | Add +126.0% | 678 | $17K |
| 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 | 147 | $4K |
| Caldwell Trust Co | 0.00% | No change | 29 | $744 |
| Evolution Wealth Management Inc. | 0.00% | New | 19 | $488 |
"% 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.