iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q2 2026 (June 30)190holders +2
15new positions
12sold out
1famous investor
$25.42avg. 13F price*
At the end of Q2 2026, 190 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 2 from Q1 2026. 15 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($67.6M), Mercer Global Advisors Inc. ($46.8M) and Wells Fargo & Company ($27.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46435U283
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.7M |
| Exits | 12 | $15.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,616,144 shares bought and 1,343,922 shares sold, net +272,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 190 holders
| Bank of America Corp. | 0.00% | Add +12.9% | 2,660,591 | $67.6M |
| Mercer Global Advisors Inc. | 0.06% | Add +5.4% | 1,841,644 | $46.8M |
| Wells Fargo & Company | 0.00% | Add +2.0% | 1,062,105 | $27.0M |
| Clearstead Advisors, LLC | 0.24% | Add +2.5% | 1,001,027 | $25.4M |
| US Bancorp \de | 0.02% | Add +7.4% | 745,224 | $18.9M |
| Heartwood Wealth Advisors LLC | 1.38% | Add +9.6% | 697,944 | $17.7M |
| LBMC Investment Advisors, LLC | 0.81% | Add +3.2% | 584,924 | $14.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -44.2% | 550,178 | $14.0M |
| Lido Advisors, LLC | 0.05% | Reduce -2.4% | 547,234 | $13.9M |
| LPL Financial LLC | 0.00% | Add +6.6% | 525,026 | $13.3M |
| NewEdge Advisors, LLC | 0.04% | Add +7.7% | 523,606 | $13.3M |
| Hills Bank & Trust Co | 0.55% | Add +14.7% | 508,428 | $12.9M |
| Kathmere Capital Management, LLC | 0.67% | Add +22.7% | 498,643 | $12.7M |
| UBS Group AG | 0.00% | Add +10.0% | 413,349 | $10.5M |
| Morgan Stanley | 0.00% | Reduce -0.5% | 390,504 | $9.9M |
| Covington Investment Advisors Inc. | 1.24% | Add +2.1% | 378,345 | $9.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +11.5% | 309,899 | $7.9M |
| Praetorian Wealth Management, Inc. | 1.25% | Reduce -1.4% | 285,165 | $7.2M |
| Paradiem, LLC | 1.36% | No change | 248,470 | $6.3M |
| Howland Capital Management LLC | 0.23% | Add +1.9% | 247,525 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.4% | 206,724 | $5.3M |
| Cyndeo Wealth Partners, LLC | 0.24% | Add +5.1% | 204,049 | $5.2M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -2.5% | 201,861 | $5.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.3% | 200,570 | $5.1M |
| Sound View Wealth Advisors Group, LLC | 0.31% | Add +0.2% | 198,399 | $5.0M |
| United Capital Financial Advisors, LLC | 0.03% | Add +9.3% | 186,296 | $4.7M |
| Leavell Investment Management, Inc. | 0.17% | Add +11.8% | 180,734 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.9% | 174,701 | $4.4M |
| CENTRAL TRUST Co | 0.07% | Reduce -4.6% | 157,338 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 153,021 | $3.9M |
| Odyssey Group, LLC | 0.97% | — | 141,199 | $3.6M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.9% | 138,170 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +1.8% | 135,194 | $3.4M |
| Quantum Financial Advisors, LLC | 0.31% | Reduce -14.0% | 123,842 | $3.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.6% | 120,344 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 118,304 | $3.0M |
| Assetmark, Inc. | 0.01% | Add +30.9% | 117,182 | $3.0M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.9% | 109,890 | $2.8M |
| NorthCoast Asset Management LLC | 0.06% | Add +2.9% | 107,271 | $2.7M |
| Sonata Capital Group Inc. | 0.87% | Add +2.2% | 106,489 | $2.7M |
| Parkway Wealth Management Group, LLC | 0.30% | Add +2.7% | 101,149 | $2.6M |
| Titleist Asset Management, LLC | 0.17% | New | 101,032 | $2.6M |
| Atwater Malick LLC | 0.55% | Add +1.8% | 99,822 | $2.5M |
| Postrock Partners LLC | 1.02% | Add +2.0% | 98,576 | $2.5M |
| Summit Financial, LLC | 0.03% | Add +73.6% | 97,017 | $2.5M |
| Glenview Trust Co | 0.03% | Add +5.6% | 95,174 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +52.0% | 88,899 | $2.3M |
| Valmark Advisers, Inc. | 0.02% | Add +15.4% | 88,719 | $2.3M |
| Osaic Holdings, Inc. | 0.00% | Add +4.7% | 86,880 | $2.2M |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 85,265 | $2.2M |
| Spinnaker Trust | 0.10% | Add +13.0% | 84,490 | $2.1M |
| Granite Harbor Advisors, Inc. | 0.78% | Add +12.6% | 76,411 | $1.9M |
| Kastel Capital Advisors, LLC | 1.21% | Add +0.1% | 74,959 | $1.9M |
| Blue Square Asset Management, LLC | 0.77% | Reduce -0.7% | 74,339 | $1.9M |
| RIA Advisory Group LLC | 0.41% | Add +27.8% | 73,065 | $1.9M |
| Brookstone Capital Management | 0.02% | Add +43.2% | 65,737 | $1.7M |
| TRUE Private Wealth Advisors | 0.13% | Add +51.2% | 61,037 | $1.6M |
| Focus Partners Wealth | 0.00% | Reduce -27.7% | 60,236 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.20% | Add +1.1% | 60,012 | $1.5M |
| Regions Financial Corp. | 0.01% | Add +11.0% | 56,740 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -0.0% | 56,609 | $1.4M |
| Phillips Financial Management, LLC | 0.10% | Reduce -5.5% | 53,650 | $1.4M |
| Evergreen Private Wealth LLC | 0.49% | Reduce -1.9% | 52,013 | $1.3M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -9.5% | 50,607 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +130.0% | 50,479 | $1.3M |
| PSI Advisors, LLC | 0.29% | Reduce -45.8% | 49,405 | $1.3M |
| Mariner, LLC | 0.00% | Add +130.2% | 48,855 | $1.2M |
| O'Domhnaill Enterprises, Inc. | 0.97% | Add +7.6% | 47,633 | $1.2M |
| Summitpoint Capital Management | 1.28% | Add +1.1% | 46,777 | $1.2M |
| GC Wealth Management RIA, LLC | 0.07% | Add +1.9% | 46,775 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +13.1% | 45,725 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.2% | 45,049 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.62% | Add +5.9% | 45,000 | $1.1M |
| Prism Advisors, Inc. | 0.28% | No change | 44,715 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.9% | 44,182 | $1.1M |
| Members Wealth LLC | 0.61% | Add +70.1% | 43,516 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -0.2% | 42,554 | $1.1M |
| Lantz Financial LLC | 0.20% | Add +5.2% | 42,353 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -2.0% | 41,673 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.5% | 40,327 | $1.0M |
| Newman Dignan & Sheerar, Inc. | 0.19% | Add +8.3% | 39,265 | $998K |
| Baird Financial Group, Inc. | 0.00% | Add +7.3% | 37,540 | $954K |
| Jacobi Capital Management LLC | 0.05% | New | 37,031 | $941K |
| Crews Bank & Trust | 0.12% | No change | 35,693 | $907K |
| Aspen Wealth Management LLC | 0.15% | Reduce -27.9% | 35,051 | $891K |
| IFP Advisors, Inc | 0.02% | Reduce -6.1% | 34,242 | $870K |
| Heffernan Advisory, Inc. | 0.70% | No change | 33,092 | $841K |
| Roof Eidam Maycock Peralta, LLC | 0.16% | Add +0.2% | 32,380 | $823K |
| Confluence Investment Management LLC | 0.01% | Reduce -1.1% | 31,836 | $809K |
| Parallel Advisors, LLC | 0.01% | Add +2.5% | 31,674 | $805K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.3% | 31,400 | $798K |
| Beto Financial Group, LLC | 0.41% | New | 30,886 | $785K |
| WJ Wealth Management, LLC | 0.30% | No change | 30,182 | $767K |
| Curbstone Financial Management Corp | 0.13% | No change | 30,060 | $764K |
| Financial Advisory Corp | 0.10% | Add +17.2% | 29,360 | $746K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.0% | 29,189 | $742K |
| First National Trust Co | 0.02% | Add +11.0% | 28,726 | $730K |
| 10Elms LLP | 0.32% | Add +2.9% | 28,194 | $717K |
| Avail Investment Partners, LLC | 0.50% | Reduce -57.6% | 25,602 | $651K |
| Investment Research Partners LLC | 0.22% | Reduce -57.6% | 25,602 | $651K |
"% of holder's portfolio" is IBMP's weight in each manager's 13F, not the share of iShares Ibonds Dec 2027 Term the manager owns.