iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q2 2024 (June 30)189holders +13
18new positions
6sold out
1famous investor
$22.60avg. 13F price*
At the end of Q2 2024, 189 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, up 13 from Q1 2024. 18 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($77.3M), HM Payson & Co. ($75.1M) and Focus Partners Wealth ($59.9M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $36.9M |
| Exits | 6 | $1.8M |
All 13F filers, Q1 2024 → Q2 2024: 8,432,360 shares bought and 552,291 shares sold, net +7,880,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Morgan Stanley | 0.01% | Add +4.7% | 3,410,339 | $77.3M |
| HM Payson & Co. | 1.36% | Add +14.6% | 3,314,728 | $75.1M |
| Focus Partners Wealth | 0.20% | Add +27732.4% | 2,642,687 | $59.9M |
| Capital Investment Advisors, LLC | 1.17% | Add +4.0% | 2,291,073 | $51.9M |
| Bank of America Corp. | 0.00% | Add +14.7% | 1,834,564 | $41.6M |
| NewEdge Advisors, LLC | 0.25% | Reduce -3.4% | 1,507,574 | $34.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 1,264,522 | $28.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +192.6% | 1,121,743 | $25.4M |
| Bailard, Inc. | 0.66% | Reduce -5.6% | 1,058,735 | $24.0M |
| UBS Group AG | 0.01% | Add +8.2% | 948,005 | $21.5M |
| Confluence Investment Management LLC | 0.28% | Reduce -0.5% | 864,059 | $19.6M |
| Monumental Financial Group Inc. | 6.27% | New | 634,479 | $14.4M |
| Integrated Wealth Concepts LLC | 0.19% | Add +24.2% | 617,350 | $14.0M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +5.5% | 600,270 | $13.6M |
| LPL Financial LLC | 0.01% | Add +1.8% | 574,600 | $13.0M |
| MV Capital Management, Inc. | 1.43% | Add +1.2% | 561,562 | $12.7M |
| Denver PWM, LLC | 5.02% | New | 555,420 | $12.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +7.9% | 554,689 | $12.6M |
| Trust Co | 1.54% | Add +1.9% | 525,682 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.1% | 483,710 | $11.0M |
| Krilogy Financial LLC | 0.78% | Add +1.9% | 464,928 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +6.3% | 441,175 | $10.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.56% | Add +2.5% | 416,845 | $9.4M |
| Stifel Financial Corp. | 0.01% | Add +454.3% | 406,060 | $9.2M |
| Osaic Holdings, Inc. | 0.02% | Add +55.4% | 397,565 | $9.0M |
| MKT Advisors LLC | 4.05% | Add +26.9% | 359,768 | $8.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -9.8% | 332,767 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +114.2% | 326,064 | $7.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.15% | Add +30.5% | 314,740 | $7.1M |
| Lido Advisors, LLC | 0.06% | Add +2.9% | 313,166 | $7.1M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Reduce -3.5% | 306,153 | $6.9M |
| Raymond James & Associates | 0.00% | Add +16.9% | 292,384 | $6.6M |
| Snowden Capital Advisors LLC | 0.19% | Reduce -0.2% | 278,892 | $6.3M |
| CENTRAL TRUST Co | 0.14% | Add +10.6% | 254,259 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +47.4% | 225,143 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.3% | 186,504 | $4.2M |
| Shelton Wealth Management, LLC | 2.48% | Add +45.3% | 182,784 | $4.1M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +105.1% | 179,525 | $4.1M |
| Keeler Thomas Management LLC | 1.35% | Add +1.1% | 174,277 | $4.0M |
| OneAscent Financial Services LLC | 0.55% | Add +21.6% | 173,584 | $3.9M |
| Mariner, LLC | 0.01% | Reduce -21.3% | 170,274 | $3.9M |
| Old Port Advisors | 1.08% | Add +9.8% | 159,927 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +7.7% | 154,277 | $3.5M |
| Global Retirement Partners, LLC | 0.11% | Add +0.1% | 153,121 | $3.5M |
| Boston Family Office LLC | 0.24% | Add +89.8% | 145,578 | $3.3M |
| Country Club Bank | 0.21% | Add +2.1% | 136,517 | $3.1M |
| D.A. Davidson & Co. | 0.03% | Add +11.7% | 135,359 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +280.2% | 167,476 | $3.0M |
| Strategic Blueprint, LLC | 0.20% | Add +28.4% | 130,838 | $3.0M |
| Asset Dedication, LLC | 0.20% | New | 127,454 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 124,355 | $2.8M |
| Asset Advisors Investment Management, LLC | 0.30% | Add +169.0% | 121,753 | $2.8M |
| Probity Advisors, Inc. | 0.55% | Add +9.7% | 116,798 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +35.7% | 114,515 | $2.6M |
| Leavell Investment Management, Inc. | 0.13% | Add +37.7% | 106,395 | $2.4M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 105,568 | $2.4M |
| Stockman Wealth Management, Inc. | 0.42% | Add +14.1% | 105,303 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -1.9% | 102,976 | $2.3M |
| Accretive Wealth Partners, LLC | 0.95% | Add +1.3% | 100,579 | $2.3M |
| Lantz Financial LLC | 0.71% | Add +2.1% | 100,467 | $2.3M |
| Stephens Consulting, LLC | 0.65% | Add +514.7% | 100,320 | $2.3M |
| Allworth Financial LP | 0.01% | Reduce -18.3% | 94,899 | $2.2M |
| Leo Wealth, LLC | 0.20% | Add +6.7% | 87,867 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +111.6% | 85,496 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.5% | 84,112 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +30.1% | 83,674 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -3.0% | 82,215 | $1.9M |
| Gould Asset Management LLC | 0.43% | Add +76.3% | 81,450 | $1.8M |
| Baird Financial Group, Inc. | 0.00% | Add +18.4% | 77,232 | $1.7M |
| IFP Advisors, Inc | 0.07% | Add +92.8% | 75,795 | $1.7M |
| Creative Planning | 0.00% | Reduce -5.7% | 74,913 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +3.1% | 68,504 | $1.6M |
| Portland Global Advisors LLC | 0.20% | Add +30.6% | 66,375 | $1.5M |
| Gradient Investments LLC | 0.03% | Reduce -14.3% | 65,039 | $1.5M |
| Cwm, LLC | 0.01% | Add +40.0% | 64,538 | $1.5M |
| Atlantic Private Wealth, LLC | 1.19% | Add +121.7% | 64,371 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +10.4% | 62,688 | $1.4M |
| PSI Advisors, LLC | 0.45% | Add +1511.5% | 62,093 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.26% | Add +1.0% | 59,083 | $1.3M |
| Montecito Bank & Trust | 0.26% | Add +16.1% | 56,951 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +12.3% | 55,868 | $1.3M |
| Essential Planning, LLC. | 0.55% | Add +55.9% | 54,963 | $1.2M |
| Austin Private Wealth, LLC | 0.13% | Add +44.4% | 54,718 | $1.2M |
| STAR Financial Bank | 0.94% | New | 53,668 | $1.2M |
| Phillips Financial Management, LLC | 0.10% | Add +1.1% | 52,833 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -34.4% | 52,798 | $1.2M |
| Scissortail Wealth Management, LLC | 0.29% | Reduce -1.1% | 50,299 | $1.1M |
| Sigma Planning Corp | 0.04% | Reduce -48.4% | 49,124 | $1.1M |
| Foundry Financial Group, Inc. | 0.76% | Add +28.1% | 48,557 | $1.1M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -38.8% | 47,830 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 45,880 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +11.2% | 45,251 | $1.0M |
| Horizons Wealth Management | 0.80% | Reduce -14.0% | 44,025 | $1.0M |
| Summit Wealth Partners, LLC | 0.21% | Add +29.7% | 43,940 | $995K |
| Valmark Advisers, Inc. | 0.02% | Add +37.9% | 41,765 | $946K |
| Howland Capital Management LLC | 0.04% | Add +30.0% | 40,575 | $919K |
| Fullcircle Wealth LLC | 0.43% | — | 38,963 | $886K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -45.3% | 39,104 | $882K |
| Susquehanna International Group, LLP | 0.00% | Add +229.8% | 35,311 | $800K |
| Midwest Professional Planners, LTD. | 0.26% | Add +246.6% | 34,074 | $772K |
"% 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.