iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q4 2025 (December 31)182holders +4
13new positions
16sold out
$25.64avg. 13F price*
At the end of Q4 2025, 182 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, up 4 from Q3 2025. 13 opened new positions and 16 sold out. The largest holders were Mercer Global Advisors Inc. ($54.4M), Bank of America Corp. ($52.5M) and Rossmore Private Capital ($37.0M).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46435U259
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $3.4M |
| Exits | 16 | $10.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,444,673 shares bought and 1,380,889 shares sold, net +2,063,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 182 holders
| Mercer Global Advisors Inc. | 0.08% | Add +98.4% | 2,122,321 | $54.4M |
| Bank of America Corp. | 0.00% | Add +2.3% | 2,049,617 | $52.5M |
| Rossmore Private Capital | 3.32% | Add +12211.9% | 1,444,927 | $37.0M |
| US Bancorp \de | 0.02% | Reduce -4.5% | 688,488 | $17.7M |
| NewEdge Advisors, LLC | 0.06% | Add +6.4% | 686,728 | $17.6M |
| LBMC Investment Advisors, LLC | 0.82% | Add +11.1% | 515,730 | $13.2M |
| Wells Fargo & Company | 0.00% | Add +10.6% | 474,094 | $12.2M |
| Kathmere Capital Management, LLC | 0.82% | Reduce -0.5% | 471,604 | $12.1M |
| UBS Group AG | 0.00% | Reduce -4.4% | 421,446 | $10.8M |
| LPL Financial LLC | 0.00% | Add +3.8% | 410,264 | $10.5M |
| Hills Bank & Trust Co | 0.58% | Add +2.3% | 390,744 | $10.0M |
| Lido Advisors, LLC | 0.04% | Add +0.9% | 379,673 | $9.7M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -1.6% | 376,796 | $9.7M |
| Covington Investment Advisors Inc. | 1.15% | Add +5.6% | 327,080 | $8.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +6.9% | 305,626 | $7.8M |
| Leavell Investment Management, Inc. | 0.32% | Add +12.7% | 299,887 | $7.7M |
| Morgan Stanley | 0.00% | Reduce -15.2% | 285,753 | $7.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -14.6% | 265,090 | $6.8M |
| Praetorian Wealth Management, Inc. | 1.23% | Add +3.1% | 241,578 | $6.2M |
| Sound View Wealth Advisors Group, LLC | 0.37% | Add +27.7% | 215,536 | $5.5M |
| Quantum Financial Advisors, LLC | 0.60% | Add +5.0% | 208,864 | $5.4M |
| CENTRAL TRUST Co | 0.10% | Add +20.7% | 199,547 | $5.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +6.5% | 195,621 | $5.0M |
| Howland Capital Management LLC | 0.19% | Add +0.7% | 194,056 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.2% | 182,842 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.5% | 172,866 | $4.4M |
| Cyndeo Wealth Partners, LLC | 0.20% | Add +9.4% | 146,311 | $3.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -2.4% | 135,821 | $3.5M |
| Paradiem, LLC | 0.83% | No change | 135,772 | $3.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +40.1% | 135,720 | $3.5M |
| PSI Advisors, LLC | 0.85% | Add +27.7% | 131,848 | $3.4M |
| United Capital Financial Advisors, LLC | 0.02% | Add +9.3% | 131,474 | $3.4M |
| Coldstream Capital Management Inc. | 0.04% | Add +7.1% | 127,094 | $3.3M |
| NorthCoast Asset Management LLC | 0.06% | Add +0.4% | 104,430 | $2.7M |
| Wick Capital Partners, LLC | 0.48% | Add +505.4% | 104,010 | $2.7M |
| Atwater Malick LLC | 0.72% | Add +3.3% | 102,050 | $2.6M |
| Sonata Capital Group Inc. | 0.89% | No change | 95,677 | $2.5M |
| Assetmark, Inc. | 0.01% | Add +36.6% | 95,202 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.3% | 93,892 | $2.4M |
| Royal Bank of Canada | 0.00% | Add +0.7% | 93,310 | $2.4M |
| Parkway Wealth Management Group, LLC | 0.31% | — | 89,845 | $2.3M |
| Moseley Investment Management Inc. | 0.66% | No change | 82,858 | $2.1M |
| Cwm, LLC | 0.01% | Add +57.1% | 79,230 | $2.0M |
| Kastel Capital Advisors, LLC | 1.19% | — | 75,831 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Add +79.0% | 75,666 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Add +15.6% | 74,378 | $1.9M |
| Regions Financial Corp. | 0.01% | Add +2.2% | 73,477 | $1.9M |
| New England Private Wealth Advisors LLC | 0.23% | Add +0.1% | 73,339 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +10.2% | 71,591 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -49.5% | 70,236 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +4.4% | 69,652 | $1.8M |
| Sentinel Pension Advisors, LLC | 0.27% | Add +0.6% | 69,031 | $1.8M |
| Granite Harbor Advisors, Inc. | 0.73% | Add +15.5% | 67,346 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Add +1.1% | 66,485 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Reduce -8.0% | 63,079 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.7% | 60,700 | $1.6M |
| Phillips Financial Management, LLC | 0.10% | No change | 59,217 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.6% | 59,215 | $1.5M |
| RIA Advisory Group LLC | 0.37% | Reduce -1.4% | 58,844 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | New | 58,597 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Reduce -87.8% | 58,118 | $1.5M |
| Signature Wealth Management Group | 0.60% | Reduce -3.0% | 57,597 | $1.5M |
| Glenview Trust Co | 0.02% | Reduce -4.1% | 55,495 | $1.4M |
| James Investment Research, Inc. | 0.16% | Reduce -6.6% | 55,435 | $1.4M |
| Spinnaker Trust | 0.07% | Add +2.6% | 51,999 | $1.3M |
| Scissortail Wealth Management, LLC | 0.30% | Add +0.7% | 50,725 | $1.3M |
| Evergreen Private Wealth LLC | 0.50% | Add +7.9% | 49,386 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 47,622 | $1.2M |
| Blue Square Asset Management, LLC | 0.52% | Add +4.3% | 45,840 | $1.2M |
| Newman Dignan & Sheerar, Inc. | 0.24% | Reduce -52.5% | 45,639 | $1.2M |
| Aspen Wealth Management LLC | 0.23% | Add +23.0% | 42,831 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Add +20.0% | 42,646 | $1.1M |
| Lantz Financial LLC | 0.23% | Reduce -2.3% | 42,604 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -1.7% | 42,156 | $1.1M |
| Deutsche Bank AG | 0.00% | No change | 41,021 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.0% | 40,767 | $1.0M |
| Postrock Partners LLC | 0.40% | Reduce -2.1% | 36,306 | $931K |
| Prism Advisors, Inc. | 0.24% | No change | 35,665 | $914K |
| Strid Group, LLC | 0.11% | No change | 35,064 | $899K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 35,000 | $897K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -11.8% | 32,816 | $841K |
| Heffernan Advisory, Inc. | 0.80% | — | 32,664 | $837K |
| Brookstone Capital Management | 0.01% | Add +38.4% | 32,637 | $837K |
| Crews Bank & Trust | 0.12% | Reduce -12.6% | 32,575 | $835K |
| Godshalk Welsh Capital Management, Inc. | 0.48% | Add +14.0% | 32,500 | $833K |
| Modern Wealth Management, LLC | 0.02% | Reduce -29.1% | 32,403 | $831K |
| Mariner, LLC | 0.00% | Reduce -25.2% | 32,309 | $828K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,700 | $813K |
| Roof Eidam Maycock Peralta, LLC | 0.17% | Add +0.2% | 29,820 | $764K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +19.1% | 29,533 | $757K |
| First National Trust Co | 0.02% | Add +170.6% | 28,281 | $725K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 27,461 | $704K |
| IFP Advisors, Inc | 0.01% | Reduce -3.4% | 25,502 | $654K |
| Financial Advisory Corp | 0.09% | Reduce -11.3% | 25,084 | $643K |
| Parallel Advisors, LLC | 0.01% | Add +12.2% | 24,807 | $636K |
| Foundry Financial Group, Inc. | 0.32% | Reduce -35.7% | 24,743 | $634K |
| 10Elms LLP | 0.65% | No change | 24,344 | $624K |
| Eldridge Investment Advisors, Inc. | 0.13% | Add +141.0% | 22,650 | $581K |
| Members Wealth LLC | 0.36% | No change | 22,399 | $575K |
| Gould Asset Management LLC | 0.10% | Add +1.1% | 21,780 | $558K |
| Curbstone Financial Management Corp | 0.11% | Add +38.4% | 21,620 | $554K |
| Captrust Financial Advisors | 0.00% | Add +1.9% | 21,311 | $546K |
| Riverchase Wealth Management, LLC | 0.29% | Add +7.5% | 20,673 | $530K |
| Princeton Global Asset Management LLC | 0.09% | Add +31.2% | 20,600 | $528K |
| Smith, Moore & Co. | 0.04% | Add +2.5% | 19,158 | $491K |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.4% | 18,079 | $463K |
| Private Advisor Group, LLC | 0.00% | No change | 17,719 | $454K |
| Red Tortoise LLC | 0.19% | New | 17,442 | $447K |
| &partners | 0.00% | Add +5.1% | 16,644 | $423K |
| WealthBridge Capital Management, LLC | 0.10% | Add +4.9% | 16,448 | $422K |
| Archford Capital Strategies, LLC | 0.05% | Reduce -5.9% | 15,423 | $395K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 15,255 | $391K |
| FF Advisors,LLC | 0.17% | New | 14,822 | $380K |
| Atria Investments, Inc | 0.00% | Reduce -3.9% | 14,533 | $373K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +54.5% | 14,486 | $371K |
| MV Capital Management, Inc. | 0.04% | New | 14,305 | $367K |
| Creative Planning | 0.00% | Reduce -0.7% | 14,291 | $366K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.5% | 14,025 | $360K |
| Krilogy Financial LLC | 0.01% | No change | 13,990 | $359K |
| Trust Co | 0.03% | Add +0.0% | 13,709 | $351K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 13,229 | $339K |
| Confluence Investment Management LLC | 0.00% | Reduce -81.1% | 12,881 | $330K |
| Cora Capital Advisors LLC | 0.12% | No change | 12,500 | $320K |
| Jane Street Group, LLC | 0.00% | Reduce -86.9% | 12,245 | $314K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -14.3% | 12,000 | $308K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 11,676 | $299K |
| Alterna Wealth Management, Inc. | 0.25% | Add +4.2% | 11,594 | $297K |
| EP Wealth Advisors, LLC | 0.00% | — | 11,490 | $295K |
| Peloton Wealth Strategists | 0.11% | No change | 11,000 | $282K |
| Novem Group | 0.03% | Reduce -9.0% | 10,963 | $281K |
| Moneco Advisors, LLC | 0.02% | No change | 10,893 | $279K |
| Shufro Rose & Co. LLC | 0.02% | Add +6.0% | 10,564 | $271K |
| Cary Street Partners Financial LLC | 0.01% | No change | 10,245 | $263K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -24.9% | 10,178 | $261K |
| Juno Financial Group LLC | 0.10% | — | 10,137 | $260K |
| Cooper/Haims Advisors, LLC | 0.12% | No change | 10,000 | $256K |
| Private Trust Co. NA | 0.02% | No change | 9,827 | $252K |
| Arrow Financial Corp | 0.02% | No change | 9,451 | $242K |
| Klingman & Associates, LLC | 0.01% | Reduce -15.0% | 9,349 | $240K |
| Savant Capital, LLC | 0.00% | No change | 9,312 | $239K |
| Strategic Blueprint, LLC | 0.01% | Add +9.3% | 9,161 | $235K |
| TPG Advisors LLC | 0.15% | No change | 9,094 | $233K |
| Truist Financial Corp. | 0.00% | New | 9,017 | $231K |
| Signaturefd, LLC | 0.00% | No change | 8,988 | $230K |
| Summit Wealth Partners, LLC | 0.04% | No change | 8,918 | $229K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | No change | 8,715 | $223K |
| Beaumont Asset Management, L.L.C. | 0.11% | No change | 8,520 | $218K |
| HORAN Wealth, LLC | 0.03% | No change | 8,453 | $217K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.6% | 8,222 | $211K |
| Asset Dedication, LLC | 0.01% | No change | 8,133 | $209K |
| ArborFi Advisors, LLC | 0.17% | New | 7,929 | $203K |
| Legacy Private Trust Co. | 0.01% | No change | 7,870 | $202K |
| Elequin Capital, LP | 0.03% | New | 6,995 | $179K |
| Hughes Financial Services, LLC | 0.03% | No change | 6,686 | $171K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 6,225 | $160K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -7.6% | 5,969 | $153K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,656 | $94K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 3,225 | $83K |
| MidFirst Bank | 0.01% | — | 2,990 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -66.7% | 2,824 | $72K |
| NorthAvenue LLC | 0.05% | — | 2,325 | $60K |
| American Capital Advisory, LLC | 0.02% | No change | 2,221 | $57K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,161 | $55K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,141 | $55K |
| International Assets Investment Management, LLC | 0.00% | New | 2,059 | $53K |
| Bullock Wealth Management Group | 0.02% | — | 1,977 | $51K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 1,963 | $50K |
| Coastline Trust Co | 0.00% | No change | 1,918 | $49K |
| Bank of New Hampshire | 0.01% | No change | 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 |
| FMR LLC | 0.00% | No change | 678 | $17K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 640 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | New | 480 | $12K |
| 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 |
| AE Wealth Management LLC | 0.00% | New | 38 | $974 |
| Caldwell Trust Co | 0.00% | No change | 29 | $743 |
| Sound Income Strategies, LLC | 0.00% | New | 23 | $591 |
| Evolution Wealth Management Inc. | 0.00% | No change | 19 | $487 |
"% 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.