iShares Ibonds Dec 2026 TermIBMOETF
13F holders, Q1 2026 (March 31)194holders +12
22new positions
13sold out
1famous investor
$25.62avg. 13F price*
At the end of Q1 2026, 194 institutions reported holding iShares Ibonds Dec 2026 Term (IBMO) in their 13F filings, up 12 from Q4 2025. 22 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($50.9M), Mercer Global Advisors Inc. ($40.4M) and Rossmore Private Capital ($37.0M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $15.0M |
| Exits | 13 | $2.3M |
All 13F filers, Q4 2025 → Q1 2026: 1,427,667 shares bought and 1,389,374 shares sold, net +38,293 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 194 holders
| Bank of America Corp. | 0.00% | Reduce -3.0% | 1,987,582 | $50.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -25.6% | 1,577,995 | $40.4M |
| Rossmore Private Capital | 3.26% | Reduce -0.1% | 1,443,287 | $37.0M |
| NewEdge Advisors, LLC | 0.06% | Add +1.9% | 699,515 | $17.9M |
| US Bancorp \de | 0.02% | Reduce -6.5% | 643,862 | $16.5M |
| Lido Advisors, LLC | 0.06% | Add +49.8% | 568,737 | $14.6M |
| LBMC Investment Advisors, LLC | 0.82% | Add +1.8% | 525,143 | $13.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 463,630 | $11.9M |
| Kathmere Capital Management, LLC | 0.73% | Reduce -2.6% | 459,491 | $11.8M |
| LPL Financial LLC | 0.00% | Reduce -1.4% | 404,317 | $10.4M |
| Hills Bank & Trust Co | 0.48% | Reduce -0.1% | 390,183 | $10.0M |
| UBS Group AG | 0.00% | Reduce -9.5% | 381,308 | $9.8M |
| Integrated Wealth Concepts LLC | 0.07% | Reduce -2.7% | 366,495 | $9.4M |
| Morgan Stanley | 0.00% | Add +16.2% | 332,002 | $8.5M |
| Covington Investment Advisors Inc. | 1.22% | Reduce -1.0% | 323,935 | $8.3M |
| Paradiem, LLC | 1.66% | Add +116.7% | 294,149 | $7.5M |
| HighTower Advisors, LLC | 0.01% | Add +1.1% | 268,149 | $6.9M |
| Leavell Investment Management, Inc. | 0.27% | Reduce -14.7% | 255,821 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -17.2% | 253,070 | $6.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +18.4% | 231,642 | $5.9M |
| Sound View Wealth Advisors Group, LLC | 0.40% | Add +5.6% | 227,642 | $5.8M |
| Praetorian Wealth Management, Inc. | 1.05% | Reduce -11.2% | 214,612 | $5.5M |
| CENTRAL TRUST Co | 0.10% | Add +3.3% | 206,146 | $5.3M |
| Cyndeo Wealth Partners, LLC | 0.26% | Add +29.7% | 189,709 | $4.9M |
| Howland Capital Management LLC | 0.19% | Reduce -5.1% | 184,176 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | New | 182,173 | $4.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.5% | 178,247 | $4.6M |
| United Capital Financial Advisors, LLC | 0.03% | Add +27.2% | 167,291 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.5% | 154,790 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.4% | 140,452 | $3.6M |
| Quantum Financial Advisors, LLC | 0.38% | Reduce -36.3% | 133,110 | $3.4M |
| PSI Advisors, LLC | 0.82% | No change | 131,848 | $3.4M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.6% | 127,878 | $3.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -22.7% | 104,961 | $2.7M |
| Wick Capital Partners, LLC | 0.49% | Add +0.0% | 104,047 | $2.7M |
| Assetmark, Inc. | 0.01% | Add +8.8% | 103,591 | $2.7M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -1.2% | 103,175 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +107.7% | 98,902 | $2.5M |
| Moseley Investment Management Inc. | 0.79% | Add +16.9% | 96,858 | $2.5M |
| Parkway Wealth Management Group, LLC | 0.31% | Add +7.0% | 96,101 | $2.5M |
| Sonata Capital Group Inc. | 0.90% | No change | 95,677 | $2.5M |
| Atwater Malick LLC | 0.62% | Reduce -11.7% | 90,163 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.3% | 87,994 | $2.3M |
| Cwm, LLC | 0.01% | Add +9.8% | 87,020 | $2.2M |
| Valmark Advisers, Inc. | 0.02% | Add +9.4% | 81,353 | $2.1M |
| Wolfstich Capital, LLC | 1.77% | New | 83,383 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +8.2% | 76,019 | $1.9M |
| IHT Wealth Management, LLC | 0.05% | Add +0.4% | 75,968 | $1.9M |
| Kastel Capital Advisors, LLC | 1.19% | No change | 75,831 | $1.9M |
| Blue Square Asset Management, LLC | 0.91% | Add +62.5% | 74,504 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +499.5% | 73,414 | $1.9M |
| New England Private Wealth Advisors LLC | 0.22% | Add +0.0% | 73,357 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +3.5% | 72,066 | $1.8M |
| Granite Harbor Advisors, Inc. | 0.75% | No change | 67,346 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -9.7% | 64,681 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.5% | 60,416 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -36.3% | 59,434 | $1.5M |
| RIA Advisory Group LLC | 0.37% | Add +0.8% | 59,328 | $1.5M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -10.8% | 59,283 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | No change | 59,217 | $1.5M |
| Clearstead Advisors, LLC | 0.01% | Add +0.3% | 58,315 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.9% | 54,522 | $1.4M |
| Glenview Trust Co | 0.02% | Reduce -1.8% | 54,497 | $1.4M |
| Scissortail Wealth Management, LLC | 0.28% | Add +5.3% | 53,426 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.5% | 53,030 | $1.4M |
| Lantz Financial LLC | 0.28% | Add +24.0% | 52,844 | $1.4M |
| Evergreen Private Wealth LLC | 0.54% | Add +5.7% | 52,186 | $1.3M |
| Spinnaker Trust | 0.07% | No change | 51,999 | $1.3M |
| Signature Wealth Management Group | 0.50% | Reduce -10.1% | 51,811 | $1.3M |
| Aspen Wealth Management LLC | 0.25% | Add +12.5% | 48,182 | $1.2M |
| Summitpoint Capital Management | 1.50% | — | 45,990 | $1.2M |
| GC Wealth Management RIA, LLC | 0.05% | Add +6.8% | 45,527 | $1.2M |
| O'Domhnaill Enterprises, Inc. | 0.91% | New | 43,969 | $1.1M |
| Regions Financial Corp. | 0.01% | Reduce -40.7% | 43,567 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +27.2% | 41,520 | $1.1M |
| Deutsche Bank AG | 0.00% | No change | 41,021 | $1.1M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -4.3% | 40,361 | $1.0M |
| Modern Wealth Management, LLC | 0.02% | Add +16.8% | 37,854 | $969K |
| Godshalk Welsh Capital Management, Inc. | 0.56% | Add +15.4% | 37,500 | $961K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.0% | 36,706 | $941K |
| Postrock Partners LLC | 0.43% | Add +1.0% | 36,656 | $939K |
| Susquehanna International Group, LLP | 0.00% | Add +100.1% | 36,177 | $927K |
| James Investment Research, Inc. | 0.10% | Reduce -35.4% | 35,835 | $918K |
| 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% | No change | 35,000 | $897K |
| Heffernan Advisory, Inc. | 0.78% | No change | 32,664 | $837K |
| IFP Advisors, Inc | 0.02% | Add +26.6% | 32,293 | $828K |
| JPMorgan Chase & Co. | 0.00% | New | 32,253 | $828K |
| Crews Bank & Trust | 0.12% | Reduce -1.9% | 31,944 | $819K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,700 | $812K |
| Mariner, LLC | 0.00% | Reduce -6.0% | 30,363 | $778K |
| Investment Research Partners LLC | 0.32% | New | 30,257 | $775K |
| Avail Investment Partners, LLC | 0.83% | — | 30,257 | $775K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -8.3% | 30,108 | $772K |
| Roof Eidam Maycock Peralta, LLC | 0.18% | Add +0.1% | 29,854 | $765K |
| Flow Traders U.S. LLC | 0.02% | New | 28,133 | $721K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -5.6% | 27,875 | $715K |
| Resonant Capital Advisors, LLC | 0.04% | No change | 27,461 | $704K |
| First National Trust Co | 0.02% | Reduce -3.2% | 27,369 | $701K |
"% 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.