iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q2 2026 (June 30)319holders −4
22new positions
21sold out
1famous investor
$22.89avg. 13F price*
At the end of Q2 2026, 319 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, down 4 from Q1 2026. 22 opened new positions and 21 sold out. The largest holders were HM Payson & Co. ($129.5M), Bank of America Corp. ($98.5M) and Morgan Stanley ($91.4M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2026 Term
- CUSIP
- 46436E858
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $50.7M |
| Exits | 21 | $30.5M |
All 13F filers, Q1 2026 → Q2 2026: 6,822,027 shares bought and 7,900,564 shares sold, net −1,078,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| HM Payson & Co. | 1.72% | Reduce -4.3% | 5,657,354 | $129.5M |
| Bank of America Corp. | 0.01% | Add +3.6% | 4,303,932 | $98.5M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 3,991,582 | $91.4M |
| NorthCoast Asset Management LLC | 1.75% | Reduce -23.9% | 3,459,551 | $79.2M |
| NewEdge Advisors, LLC | 0.18% | Add +39.9% | 2,698,260 | $61.8M |
| LPL Financial LLC | 0.01% | Add +4.6% | 2,504,018 | $57.3M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -3.4% | 2,437,085 | $55.8M |
| Wells Fargo & Company | 0.01% | Add +1.3% | 2,394,076 | $54.8M |
| Capital Investment Advisors, LLC | 0.71% | Reduce -5.9% | 2,337,874 | $53.5M |
| Connecticut Wealth Management, LLC | 1.63% | Add +7.0% | 1,924,924 | $44.1M |
| United Capital Financial Advisors, LLC | 0.24% | Add +2.6% | 1,908,680 | $43.7M |
| Financial Advisory Corp | 4.83% | Reduce -0.7% | 1,591,146 | $36.4M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -0.3% | 1,590,845 | $36.4M |
| Summitry LLC | 1.17% | Add +1.6% | 1,554,803 | $35.6M |
| Arax Advisory Partners | 0.23% | New | 1,538,030 | $35.2M |
| UBS Group AG | 0.01% | Reduce -8.1% | 1,477,091 | $33.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.4% | 1,411,233 | $32.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.0% | 1,386,313 | $31.7M |
| Wealthspire Advisors, LLC | 0.16% | Add +24.4% | 1,274,142 | $29.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -10.5% | 1,020,698 | $23.4M |
| Krilogy Financial LLC | 0.67% | Add +7.9% | 993,197 | $22.7M |
| OneAscent Financial Services LLC | 1.00% | Add +0.6% | 911,609 | $20.9M |
| Horizon Advisory Services, Inc. | 8.66% | Add +2.2% | 897,318 | $20.5M |
| MKT Advisors LLC | 5.75% | Add +4.1% | 809,577 | $18.5M |
| Carnegie Investment Counsel | 0.36% | Reduce -7.9% | 775,246 | $17.7M |
| Apella Capital, LLC | 0.24% | Reduce -4.9% | 738,612 | $16.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.8% | 730,648 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.3% | 711,891 | $16.3M |
| MV Capital Management, Inc. | 1.43% | Add +1.2% | 703,839 | $16.1M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +1.2% | 702,959 | $16.1M |
| Denver PWM, LLC | 5.18% | Add +3.5% | 692,276 | $15.8M |
| CreativeOne Wealth, LLC | 0.31% | Add +33.4% | 635,300 | $14.5M |
| Scissortail Wealth Management, LLC | 2.76% | Add +2.3% | 626,984 | $14.4M |
| Delta Wealth Advisors LLC | 9.54% | Reduce -5.3% | 583,557 | $13.4M |
| Baird Financial Group, Inc. | 0.02% | Add +5.8% | 559,719 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Add +92422.6% | 512,575 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 511,804 | $11.7M |
| Global Retirement Partners, LLC | 0.18% | — | 506,882 | $11.6M |
| Wealth Management Strategies, Inc. | 4.43% | Reduce -3.9% | 495,686 | $11.3M |
| Money Concepts Capital Corp. | 0.52% | Add +571.4% | 493,201 | $11.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.42% | Add +0.8% | 489,313 | $11.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +13.4% | 485,021 | $11.1M |
| Asset Advisors Investment Management, LLC | 1.01% | Reduce -0.7% | 480,912 | $11.0M |
| Stratos Wealth Advisors, LLC | 0.59% | Reduce -22.7% | 465,346 | $10.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1339.6% | 456,059 | $10.4M |
| Stifel Financial Corp. | 0.01% | Reduce -5.4% | 430,268 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.1% | 420,723 | $9.6M |
| Asset Dedication, LLC | 0.58% | Add +15.7% | 401,238 | $9.2M |
| BIP Wealth, LLC | 0.26% | Reduce -24.8% | 398,667 | $9.1M |
| Midwest Professional Planners, LTD. | 1.77% | Add +7.9% | 393,713 | $9.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.4% | 392,166 | $9.0M |
| Mariner, LLC | 0.01% | Add +1.9% | 390,157 | $8.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -3.9% | 380,451 | $8.7M |
| Titleist Asset Management, LLC | 0.58% | Reduce -22.5% | 376,752 | $8.6M |
| Tower Research Capital LLC (TRC) | 0.21% | New | 376,204 | $8.6M |
| Jane Street Group, LLC | 0.01% | Add +1209.8% | 342,593 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 342,428 | $7.8M |
| Focus Partners Wealth | 0.01% | Reduce -46.9% | 339,954 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 333,675 | $7.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.1% | 327,147 | $7.5M |
| Rebalance, LLC | 0.35% | Add +15.7% | 288,882 | $6.6M |
| Juno Financial Group LLC | 2.21% | Reduce -25.6% | 271,652 | $6.2M |
| Mesirow Financial Investment Management, Inc. | 0.10% | Reduce -8.3% | 264,827 | $6.1M |
| CENTRAL TRUST Co | 0.11% | Reduce -4.8% | 254,755 | $5.8M |
| Belpointe Asset Management LLC | 0.19% | Add +8.4% | 247,521 | $5.7M |
| Leavell Investment Management, Inc. | 0.19% | Reduce -0.5% | 228,759 | $5.2M |
| Trinity Wealth Management, LLC | 1.61% | Reduce -16.2% | 221,872 | $5.1M |
| MAI Capital Management | 0.02% | Add +1.9% | 219,815 | $5.0M |
| Parkside Financial Bank & Trust | 0.34% | No change | 218,579 | $5.0M |
| PSI Advisors, LLC | 1.11% | Reduce -38.8% | 209,262 | $4.8M |
| Archer Investment Corp | 0.91% | Reduce -3.3% | 208,043 | $4.8M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Reduce -59.0% | 201,456 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +19.3% | 200,009 | $4.6M |
| Stockman Wealth Management, Inc. | 0.44% | Reduce -3.9% | 186,919 | $4.3M |
| Accretive Wealth Partners, LLC | 1.02% | Add +19.8% | 183,636 | $4.2M |
| Susquehanna International Group, LLP | 0.00% | Add +34.2% | 178,350 | $4.1M |
| Valmark Advisers, Inc. | 0.04% | Add +38.7% | 174,475 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -13.3% | 173,545 | $4.0M |
| Americana Partners, LLC | 0.09% | Reduce -6.3% | 167,624 | $3.8M |
| Lido Advisors, LLC | 0.01% | Reduce -19.9% | 166,312 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.1% | 159,163 | $3.6M |
| Howland Capital Management LLC | 0.13% | Reduce -3.1% | 155,612 | $3.6M |
| Brookstone Capital Management | 0.03% | Reduce -8.3% | 152,013 | $3.5M |
| Lantz Financial LLC | 0.64% | Add +12.3% | 151,949 | $3.5M |
| Creative Planning | 0.00% | Add +71.0% | 151,654 | $3.5M |
| Bailard, Inc. | 0.07% | Reduce -90.7% | 148,872 | $3.4M |
| Gradient Investments LLC | 0.04% | Reduce -4.9% | 141,116 | $3.2M |
| Littlejohn Financial Services, Inc. | 2.25% | Reduce -2.5% | 135,073 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -2.9% | 133,965 | $3.1M |
| Signaturefd, LLC | 0.04% | Reduce -13.3% | 133,677 | $3.1M |
| True Link Financial Advisors, LLC | 0.17% | Reduce -20.3% | 127,979 | $2.9M |
| GTS Securities LLC | 0.06% | Add +544.0% | 127,430 | $2.9M |
| Eldridge Investment Advisors, Inc. | 0.55% | Reduce -38.9% | 122,417 | $2.8M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 117,696 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +4.4% | 117,535 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.5% | 116,619 | $2.7M |
| Centennial Advisors, LLC | 3.16% | Add +7.7% | 115,612 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.7% | 114,858 | $2.6M |
| KOM Wealth Management Group, LLC | 1.57% | Reduce -29.8% | 113,843 | $2.6M |
| Csenge Advisory Group | 0.10% | Add +31.7% | 112,653 | $2.6M |
"% of holder's portfolio" is IBTG's weight in each manager's 13F, not the share of iShares Ibonds Dec 2026 Term the manager owns.