iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q1 2024 (March 31)176holders
1famous investor
$22.71avg. 13F price*
At the end of Q1 2024, 176 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings. The largest holders were Morgan Stanley ($74.0M), HM Payson & Co. ($65.7M) and Capital Investment Advisors, LLC ($50.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $21.4M |
| Exits | 12 | $22.8M |
Ownership 176 holders
| Morgan Stanley | 0.01% | Add +14.7% | 3,256,862 | $74.0M |
| HM Payson & Co. | 1.22% | Add +2527.4% | 2,893,642 | $65.7M |
| Capital Investment Advisors, LLC | 1.17% | Add +7.9% | 2,202,257 | $50.0M |
| Bank of America Corp. | 0.00% | Add +38.7% | 1,599,300 | $36.3M |
| NewEdge Advisors, LLC | 0.31% | Add +25.6% | 1,561,019 | $35.5M |
| InterOcean Capital Group, LLC | 0.82% | Add +50.4% | 1,507,057 | $34.2M |
| Wells Fargo & Company | 0.01% | Add +4.1% | 1,293,835 | $29.4M |
| Bailard, Inc. | 0.70% | Add +94.8% | 1,121,559 | $25.5M |
| UBS Group AG | 0.01% | Add +29.0% | 876,300 | $19.9M |
| Confluence Investment Management LLC | 0.27% | Add +0.7% | 867,969 | $19.7M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +3.7% | 569,255 | $12.9M |
| LPL Financial LLC | 0.01% | Add +28.5% | 564,392 | $12.8M |
| MV Capital Management, Inc. | 1.44% | Add +5.3% | 555,014 | $12.6M |
| Trust Co | 1.54% | Add +9.7% | 515,976 | $11.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -24.5% | 514,055 | $11.7M |
| Integrated Wealth Concepts LLC | 0.16% | Add +62.5% | 496,971 | $11.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.3% | 484,183 | $11.0M |
| Krilogy Financial LLC | 0.80% | Add +40.0% | 456,277 | $10.4M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +9.2% | 415,178 | $9.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.59% | Add +2.3% | 406,846 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +81.8% | 383,426 | $8.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +14.2% | 369,031 | $8.4M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Add +6.5% | 317,177 | $7.2M |
| Lido Advisors, LLC | 0.06% | Add +4.2% | 304,395 | $6.9M |
| MKT Advisors LLC | 3.49% | Add +198.8% | 283,389 | $6.4M |
| Snowden Capital Advisors LLC | 0.20% | Add +18.4% | 279,484 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +64.4% | 255,769 | $5.8M |
| Raymond James & Associates | 0.00% | Add +24.2% | 250,049 | $5.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Add +8.8% | 241,188 | $5.5M |
| CENTRAL TRUST Co | 0.13% | Add +31.4% | 229,842 | $5.2M |
| Mariner, LLC | 0.01% | Add +6.8% | 216,344 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 185,887 | $4.2M |
| Keeler Thomas Management LLC | 1.34% | New | 172,443 | $3.9M |
| Global Retirement Partners, LLC | 0.13% | Add +54.4% | 152,888 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +120.5% | 152,737 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +163.0% | 152,193 | $3.5M |
| Old Port Advisors | 1.01% | Reduce -11.6% | 145,612 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +14.3% | 143,213 | $3.3M |
| OneAscent Financial Services LLC | 0.36% | New | 142,726 | $3.2M |
| Country Club Bank | 0.21% | Add +6.5% | 133,738 | $3.0M |
| Shelton Wealth Management, LLC | 1.80% | Add +48.3% | 125,778 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +5.0% | 121,182 | $2.8M |
| Allworth Financial LP | 0.02% | Reduce -28.8% | 116,178 | $2.6M |
| Probity Advisors, Inc. | 0.50% | Add +94.6% | 106,523 | $2.4M |
| SCS Capital Management LLC | 0.05% | New | 105,378 | $2.4M |
| Captrust Financial Advisors | 0.01% | Add +94.6% | 104,917 | $2.4M |
| Strategic Blueprint, LLC | 0.16% | Add +69.9% | 101,924 | $2.3M |
| Accretive Wealth Partners, LLC | 0.99% | Add +7.7% | 99,280 | $2.2M |
| Lantz Financial LLC | 0.72% | Add +11.8% | 98,376 | $2.2M |
| Sigma Planning Corp | 0.07% | Add +306.8% | 95,108 | $2.2M |
| Stockman Wealth Management, Inc. | 0.37% | Add +21.9% | 92,329 | $2.1M |
| Atria Wealth Solutions, Inc. | 0.02% | No change | 87,525 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +89.5% | 84,803 | $1.9M |
| MML Investors Services, LLC | 0.01% | Add +794.0% | 84,380 | $1.9M |
| Leo Wealth, LLC | 0.19% | Add +10.3% | 82,324 | $1.9M |
| Citadel Advisors | 0.00% | New | 80,466 | $1.8M |
| Creative Planning | 0.00% | Add +10.2% | 79,457 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.3% | 79,008 | $1.8M |
| Avantax Planning Partners, Inc. | 0.06% | Add +787.5% | 78,182 | $1.8M |
| Leavell Investment Management, Inc. | 0.10% | Add +27.9% | 77,290 | $1.8M |
| Boston Family Office LLC | 0.13% | Add +4.4% | 76,712 | $1.7M |
| Gradient Investments LLC | 0.04% | Reduce -0.3% | 75,934 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +6.3% | 73,263 | $1.7M |
| Farther Finance Advisors, LLC | 0.10% | New | 71,538 | $1.6M |
| Associated Banc-Corp | 0.05% | Add +22.3% | 66,466 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +26.3% | 65,258 | $1.5M |
| Wealthspire Advisors, LLC | 0.02% | Add +16.3% | 64,342 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.26% | Add +5.6% | 58,473 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +3.2% | 56,781 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Add +74.1% | 52,242 | $1.2M |
| Horizons Wealth Management | 0.77% | No change | 51,193 | $1.2M |
| Scissortail Wealth Management, LLC | 0.31% | Add +3.5% | 50,837 | $1.2M |
| Portland Global Advisors LLC | 0.16% | New | 50,834 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +0.4% | 49,773 | $1.1M |
| Montecito Bank & Trust | 0.22% | No change | 49,031 | $1.1M |
| Gould Asset Management LLC | 0.25% | Add +41.2% | 46,200 | $1.0M |
| Cwm, LLC | 0.01% | Reduce -28.7% | 46,114 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 45,880 | $1.0M |
| Asset Advisors Investment Management, LLC | 0.12% | New | 45,257 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | New | 44,052 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -33.8% | 40,697 | $922K |
| Thrivent Financial for Lutherans | 0.00% | Add +21.2% | 40,401 | $917K |
| IFP Advisors, Inc | 0.04% | Add +0.3% | 39,305 | $893K |
| Foundry Financial Group, Inc. | 0.61% | Add +52.5% | 37,908 | $861K |
| Lincoln National Corp. | 0.01% | New | 37,737 | $857K |
| Austin Private Wealth, LLC | 0.10% | Add +47.8% | 37,891 | $857K |
| Essential Planning, LLC. | 0.40% | Add +14.2% | 35,250 | $806K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -3.7% | 33,880 | $769K |
| Jane Street Group, LLC | 0.00% | New | 31,672 | $719K |
| Shufro Rose & Co. LLC | 0.06% | New | 31,415 | $713K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -32.2% | 31,389 | $713K |
| Howland Capital Management LLC | 0.03% | Add +53.5% | 31,220 | $709K |
| Valmark Advisers, Inc. | 0.01% | Add +185.4% | 30,285 | $688K |
| Element Wealth, LLC | 0.40% | Add +12.5% | 30,182 | $685K |
| Compass Ion Advisors, LLC | 0.10% | Add +19.2% | 29,819 | $677K |
| Brookstone Capital Management | 0.01% | Add +33.5% | 29,421 | $668K |
| Atlantic Private Wealth, LLC | 0.55% | Add +121.3% | 29,033 | $659K |
| Private Advisor Group, LLC | 0.00% | Add +59.5% | 28,934 | $657K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +40.8% | 28,066 | $637K |
| Reliant Wealth Planning | 0.30% | No change | 27,226 | $618K |
"% 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.