iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q1 2026 (March 31)188holders +8
16new positions
8sold out
1famous investor
$25.42avg. 13F price*
At the end of Q1 2026, 188 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 8 from Q4 2025. 16 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($60.0M), Mercer Global Advisors Inc. ($44.5M) and Wells Fargo & Company ($26.5M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $15.9M |
| Exits | 8 | $3.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,834,914 shares bought and 1,097,040 shares sold, net +737,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Bank of America Corp. | 0.00% | Add +3.4% | 2,356,723 | $60.0M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -14.0% | 1,747,444 | $44.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.7% | 1,041,667 | $26.5M |
| HighTower Advisors, LLC | 0.03% | Add +1.8% | 985,403 | $25.1M |
| Clearstead Advisors, LLC | 0.23% | Add +2.1% | 976,335 | $24.8M |
| US Bancorp \de | 0.02% | Reduce -2.9% | 693,830 | $17.7M |
| Heartwood Wealth Advisors LLC | 1.41% | Reduce -17.1% | 636,580 | $16.2M |
| LBMC Investment Advisors, LLC | 0.88% | Add +5.4% | 566,726 | $14.4M |
| Lido Advisors, LLC | 0.06% | Add +52.3% | 560,542 | $14.3M |
| LPL Financial LLC | 0.00% | Add +2.4% | 492,697 | $12.5M |
| NewEdge Advisors, LLC | 0.04% | Add +0.2% | 486,045 | $12.4M |
| Hills Bank & Trust Co | 0.55% | Add +1.6% | 443,458 | $11.3M |
| Kathmere Capital Management, LLC | 0.64% | Reduce -1.3% | 406,428 | $10.3M |
| Morgan Stanley | 0.00% | Reduce -32.9% | 392,269 | $10.0M |
| UBS Group AG | 0.00% | Add +6.5% | 375,781 | $9.6M |
| Covington Investment Advisors Inc. | 1.39% | Add +0.9% | 370,490 | $9.4M |
| Matthew Goff Investment Advisor, LLC | 1.26% | New | 310,824 | $7.5M |
| Praetorian Wealth Management, Inc. | 1.40% | Add +11.2% | 289,168 | $7.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +32.8% | 277,875 | $7.1M |
| Paradiem, LLC | 1.39% | Add +54.9% | 248,470 | $6.3M |
| Howland Capital Management LLC | 0.24% | Add +1.0% | 242,805 | $6.2M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1.6% | 207,105 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +731.5% | 201,076 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.1% | 199,880 | $5.1M |
| Sound View Wealth Advisors Group, LLC | 0.34% | Add +8.2% | 197,983 | $5.0M |
| Cyndeo Wealth Partners, LLC | 0.26% | Add +41.4% | 194,124 | $4.9M |
| United Capital Financial Advisors, LLC | 0.03% | Add +28.2% | 170,486 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.4% | 169,748 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Reduce -3.5% | 164,903 | $4.2M |
| Leavell Investment Management, Inc. | 0.17% | Reduce -22.3% | 161,734 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.5% | 151,351 | $3.9M |
| Quantum Financial Advisors, LLC | 0.41% | Reduce -22.5% | 144,063 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +8.3% | 136,941 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +5.5% | 132,836 | $3.4M |
| Wick Capital Partners, LLC | 0.58% | Add +16.9% | 124,430 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -3.2% | 119,585 | $3.0M |
| Royal Bank of Canada | 0.00% | Add +6.6% | 114,098 | $2.9M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.8% | 108,914 | $2.8M |
| NorthCoast Asset Management LLC | 0.06% | Reduce -1.2% | 104,250 | $2.7M |
| Sonata Capital Group Inc. | 0.98% | No change | 104,223 | $2.7M |
| Parkway Wealth Management Group, LLC | 0.32% | Add +6.8% | 98,511 | $2.5M |
| Atwater Malick LLC | 0.67% | Add +5.0% | 98,046 | $2.5M |
| Postrock Partners LLC | 1.14% | Add +0.0% | 96,626 | $2.5M |
| PSI Advisors, LLC | 0.56% | Reduce -30.9% | 91,110 | $2.3M |
| Glenview Trust Co | 0.04% | Add +9.5% | 90,149 | $2.3M |
| Assetmark, Inc. | 0.00% | Add +26.2% | 89,513 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +150.3% | 85,886 | $2.2M |
| Focus Partners Wealth | 0.00% | Add +14.1% | 83,285 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Add +2.6% | 83,023 | $2.1M |
| Cwm, LLC | 0.01% | Add +16.3% | 82,751 | $2.1M |
| Valmark Advisers, Inc. | 0.02% | Add +7.7% | 76,893 | $2.0M |
| Blue Square Asset Management, LLC | 0.90% | Add +62.0% | 74,854 | $1.9M |
| Spinnaker Trust | 0.11% | Add +9.8% | 74,784 | $1.9M |
| Kastel Capital Advisors, LLC | 1.17% | No change | 74,883 | $1.9M |
| Granite Harbor Advisors, Inc. | 0.75% | No change | 67,891 | $1.7M |
| Wolfstich Capital, LLC | 1.46% | New | 69,073 | $1.7M |
| Investment Research Partners LLC | 0.63% | New | 60,423 | $1.5M |
| Avail Investment Partners, LLC | 1.64% | — | 60,423 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.22% | Add +0.6% | 59,357 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Add +65.1% | 58,477 | $1.5M |
| RIA Advisory Group LLC | 0.36% | Add +2.5% | 57,194 | $1.5M |
| Phillips Financial Management, LLC | 0.10% | No change | 56,799 | $1.4M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -12.7% | 56,630 | $1.4M |
| Atlantic Union Bankshares Corp | 0.03% | Add +2.6% | 55,909 | $1.4M |
| Summit Financial, LLC | 0.02% | Reduce -10.3% | 55,891 | $1.4M |
| Evergreen Private Wealth LLC | 0.55% | Add +6.9% | 53,044 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -0.5% | 51,122 | $1.3M |
| Aspen Wealth Management LLC | 0.25% | Add +12.4% | 48,587 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | New | 48,224 | $1.2M |
| Summitpoint Capital Management | 1.49% | — | 46,292 | $1.2M |
| Brookstone Capital Management | 0.01% | Add +12.9% | 45,916 | $1.2M |
| GC Wealth Management RIA, LLC | 0.05% | Add +6.7% | 45,887 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 44,971 | $1.1M |
| Prism Advisors, Inc. | 0.30% | No change | 44,715 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -12.8% | 44,554 | $1.1M |
| Signature Wealth Management Group | 0.43% | Reduce -12.9% | 44,454 | $1.1M |
| O'Domhnaill Enterprises, Inc. | 0.91% | New | 44,261 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 42,652 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Add +82.6% | 42,537 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +6.0% | 42,533 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.63% | Add +17.1% | 42,500 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.4% | 40,429 | $1.0M |
| TRUE Private Wealth Advisors | 0.10% | Add +10.8% | 40,372 | $1.0M |
| Lantz Financial LLC | 0.21% | Add +12.6% | 40,272 | $1.0M |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -23.2% | 37,742 | $960K |
| IFP Advisors, Inc | 0.02% | Add +12.3% | 36,469 | $928K |
| Newman Dignan & Sheerar, Inc. | 0.19% | No change | 36,265 | $923K |
| Crews Bank & Trust | 0.13% | Reduce -0.4% | 35,693 | $908K |
| Baird Financial Group, Inc. | 0.00% | No change | 35,000 | $890K |
| Modern Wealth Management, LLC | 0.01% | Add +19.5% | 33,509 | $851K |
| Heffernan Advisory, Inc. | 0.78% | No change | 33,092 | $842K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | Add +0.1% | 32,328 | $822K |
| Confluence Investment Management LLC | 0.01% | Add +1.4% | 32,206 | $819K |
| Creative Planning | 0.00% | Add +63.2% | 32,069 | $816K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $789K |
| Parallel Advisors, LLC | 0.01% | Add +2.1% | 30,885 | $786K |
| WJ Wealth Management, LLC | 0.36% | Add +4.1% | 30,182 | $768K |
| Curbstone Financial Management Corp | 0.15% | No change | 30,060 | $765K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -4.8% | 28,268 | $719K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 27,540 | $701K |
| 10Elms LLP | 0.48% | Add +20.7% | 27,394 | $697K |
| First National Trust Co | 0.02% | Reduce -3.4% | 25,875 | $658K |
| Members Wealth LLC | 0.39% | Add +13.3% | 25,584 | $650K |
| Strid Group, LLC | 0.08% | No change | 25,530 | $649K |
| Financial Advisory Corp | 0.09% | No change | 25,046 | $637K |
| Envision Financial Planning, LLC | 0.21% | Reduce -0.8% | 23,248 | $591K |
| Captrust Financial Advisors | 0.00% | Reduce -10.5% | 21,950 | $558K |
| Gould Asset Management LLC | 0.10% | Add +0.1% | 21,940 | $558K |
| Smith, Moore & Co. | 0.04% | Add +14.6% | 21,737 | $553K |
| Mariner, LLC | 0.00% | Add +0.0% | 21,227 | $540K |
| Silverlake Wealth Management LLC | 0.11% | New | 21,067 | $536K |
| James Investment Research, Inc. | 0.06% | No change | 20,676 | $526K |
| Foundry Financial Group, Inc. | 0.26% | Reduce -4.8% | 20,502 | $522K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 20,226 | $515K |
| Sovereign Financial Group, Inc. | 0.09% | New | 19,685 | $501K |
| First Affirmative Financial Network | 0.19% | — | 19,542 | $497K |
| PFG Private Wealth Management, LLC | 0.20% | Add +71.4% | 18,095 | $460K |
| Jim Saulnier & Associates, LLC | 0.20% | Add +0.4% | 16,297 | $415K |
| WealthBridge Capital Management, LLC | 0.10% | Add +7.5% | 16,291 | $414K |
| Droms Strauss Advisors Inc. /Mo/ | 0.10% | Add +11.0% | 15,724 | $400K |
| PGIM Custom Harvest LLC | 0.01% | Add +0.0% | 15,545 | $395K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 15,089 | $383K |
| Atria Investments, Inc | 0.00% | Add +2.7% | 15,049 | $383K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,816 | $377K |
| Commonwealth Financial Services, LLC | 0.06% | Add +0.1% | 14,540 | $370K |
| MV Capital Management, Inc. | 0.04% | No change | 14,457 | $368K |
| Hengehold Capital Management LLC | 0.03% | Reduce -10.6% | 14,358 | $365K |
| Fifth Third Bancorp | 0.00% | New | 14,265 | $363K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,914 | $354K |
| Private Advisor Group, LLC | 0.00% | No change | 13,221 | $336K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 13,043 | $332K |
| Eldridge Investment Advisors, Inc. | 0.07% | No change | 12,900 | $328K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.6% | 12,880 | $328K |
| Balefire, LLC | 0.06% | New | 12,879 | $328K |
| Archford Capital Strategies, LLC | 0.04% | Add +10.8% | 12,270 | $312K |
| Private Trust Co. NA | 0.03% | No change | 11,983 | $305K |
| Trust Co | 0.03% | Reduce -14.1% | 11,841 | $301K |
| Klingman & Associates, LLC | 0.01% | Reduce -26.2% | 11,504 | $293K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.4% | 11,134 | $283K |
| Moneco Advisors, LLC | 0.02% | No change | 10,943 | $278K |
| FF Advisors,LLC | 0.11% | Reduce -14.4% | 10,649 | $270K |
| Citadel Advisors | 0.00% | New | 10,585 | $269K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -22.0% | 10,284 | $262K |
| Accretive Wealth Partners, LLC | 0.07% | New | 10,264 | $261K |
| Juno Financial Group LLC | 0.10% | Add +0.4% | 10,187 | $259K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +25.0% | 10,000 | $254K |
| Advisory Services Network, LLC | 0.00% | No change | 10,000 | $254K |
| Peloton Wealth Strategists | 0.11% | No change | 10,000 | $254K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 9,960 | $253K |
| Arrow Financial Corp | 0.02% | No change | 9,517 | $242K |
| Cora Capital Advisors LLC | 0.08% | No change | 9,500 | $242K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -27.2% | 9,481 | $241K |
| Legacy Private Trust Co. | 0.01% | No change | 9,395 | $239K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +4.6% | 9,230 | $235K |
| Quantinno Capital Management LP | 0.00% | New | 9,210 | $234K |
| TPG Advisors LLC | 0.14% | No change | 9,116 | $232K |
| Rossmore Private Capital | 0.02% | Reduce -6.9% | 9,071 | $231K |
| Paradigm, Strategies in Wealth Management, LLC | 0.15% | No change | 8,814 | $224K |
| Carnegie Investment Counsel | 0.00% | New | 8,800 | $224K |
| Strategic Blueprint, LLC | 0.01% | No change | 8,633 | $220K |
| HORAN Wealth, LLC | 0.02% | No change | 8,544 | $217K |
| Princeton Global Asset Management LLC | 0.04% | No change | 8,450 | $215K |
| ArborFi Advisors, LLC | 0.17% | Add +4.1% | 8,320 | $212K |
| Signaturefd, LLC | 0.00% | No change | 8,134 | $207K |
| CNB Bank | 0.08% | No change | 7,594 | $193K |
| Hughes Financial Services, LLC | 0.03% | No change | 7,550 | $192K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +3.1% | 6,245 | $159K |
| Jones Financial Companies LLLP | 0.00% | Add +91.6% | 5,228 | $133K |
| Coastline Trust Co | 0.01% | No change | 4,716 | $120K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $69K |
| American Capital Advisory, LLC | 0.02% | No change | 2,231 | $57K |
| Bullock Wealth Management Group | 0.03% | Add +0.4% | 2,003 | $51K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,988 | $50K |
| HM Payson & Co. | 0.00% | New | 1,963 | $50K |
| Spire Wealth Management | 0.00% | Reduce -65.3% | 1,527 | $39K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,115 | $28K |
| Rialto Wealth Management, LLC | 0.01% | No change | 962 | $24K |
| Addison Advisors LLC | 0.01% | No change | 910 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 837 | $21K |
| Allworth Financial LP | 0.00% | No change | 812 | $21K |
| MidFirst Bank | 0.00% | No change | 800 | $20K |
| NorthAvenue LLC | 0.01% | No change | 376 | $10K |
| JPMorgan Chase & Co. | 0.00% | New | 322 | $8K |
| FMR LLC | 0.00% | Reduce -56.9% | 247 | $6K |
| BlackRock, Inc. | 0.00% | No change | 150 | $4K |
| Root Financial Partners, LLC | 0.00% | New | 131 | $3K |
| Caldwell Trust Co | 0.00% | No change | 44 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 38 | $967 |
"% 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.