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 |
| Element Wealth, LLC | 0.41% | Add +7.3% | 32,379 | $734K |
| Shufro Rose & Co. LLC | 0.06% | Add +2.5% | 32,214 | $730K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -0.2% | 31,314 | $709K |
| United Capital Financial Advisors, LLC | 0.01% | Add +41.3% | 30,273 | $686K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +7.6% | 30,210 | $684K |
| Safeguard Financial, LLC | 0.19% | Add +126.2% | 30,120 | $682K |
| Compass Ion Advisors, LLC | 0.10% | No change | 29,819 | $677K |
| Reliant Wealth Planning | 0.30% | Add +5.6% | 28,748 | $651K |
| Brookstone Capital Management | 0.01% | Reduce -3.5% | 28,381 | $646K |
| Kestra Advisory Services, LLC | 0.00% | Add +8.8% | 27,456 | $622K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.3% | 27,408 | $621K |
| Equitable Holdings, Inc. | 0.01% | Add +20.4% | 26,208 | $594K |
| Regal Investment Advisors LLC | 0.04% | Reduce -5.1% | 25,147 | $570K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +2.5% | 24,235 | $549K |
| Conrad Siegel Investment Advisors, Inc. | 0.15% | Add +1.9% | 23,082 | $523K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 22,441 | $508K |
| 4J Wealth Management LLC | 0.42% | Add +29.7% | 22,247 | $504K |
| Grant Street Asset Management, Inc. | 0.16% | New | 21,892 | $496K |
| Straight Path Wealth Management | 0.24% | Add +7.0% | 21,034 | $477K |
| BCS Wealth Management | 0.23% | No change | 20,607 | $467K |
| Barrett & Company, Inc. | 0.21% | Add +5.2% | 20,424 | $463K |
| Richard P Slaughter Associates Inc | 0.11% | Reduce -10.0% | 20,251 | $459K |
| Cibc World Market Inc. | 0.00% | Reduce -8.1% | 19,925 | $451K |
| International Assets Investment Management, LLC | 0.04% | No change | 19,475 | $441K |
| Cerity Partners LLC | 0.00% | No change | 18,480 | $419K |
| Principal Securities, Inc. | 0.01% | Add +4.2% | 18,064 | $409K |
| Greenfield Savings Bank | 0.21% | Add +10.7% | 17,877 | $405K |
| Duncker Streett & Co. Inc. | 0.08% | Add +9.5% | 17,362 | $393K |
| Pinnacle Bancorp, Inc. | 0.11% | No change | 17,160 | $389K |
| Jane Street Group, LLC | 0.00% | Reduce -47.6% | 16,596 | $376K |
| Signature Wealth Management Group | 0.16% | Add +1.5% | 16,070 | $364K |
| Mendota Financial Group, LLC | 0.19% | Reduce -10.3% | 15,908 | $360K |
| Focused Wealth Management, Inc | 0.05% | Add +4.5% | 15,636 | $354K |
| Yoder Wealth Management, Inc. | 0.23% | Add +0.1% | 15,431 | $350K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.1% | 15,283 | $346K |
| Apella Capital, LLC | 0.02% | New | 15,229 | $345K |
| KOM Wealth Management Group, LLC | 0.31% | New | 14,740 | $334K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +40.6% | 14,720 | $333K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 14,700 | $333K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.15% | Add +2.2% | 14,261 | $323K |
| Delta Wealth Advisors LLC | 0.30% | New | 13,651 | $309K |
| Money Concepts Capital Corp. | 0.02% | Add +35.1% | 12,703 | $288K |
| Autumn Glory Partners, LLC | 0.15% | Add +1.1% | 12,691 | $288K |
| Hara Capital LLC | 0.18% | Reduce -35.9% | 12,660 | $287K |
| Mattern Capital Management, LLC | 0.04% | Add +4.0% | 12,608 | $286K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.1% | 12,570 | $285K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -0.1% | 12,160 | $275K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,027 | $250K |
| WASHINGTON TRUST Co | 0.01% | No change | 10,650 | $241K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,372 | $234K |
| Trinity Wealth Management, LLC | 0.12% | No change | 10,299 | $233K |
| Hills Bank & Trust Co | 0.02% | Add +5.1% | 10,265 | $233K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -28.3% | 9,988 | $226K |
| AE Wealth Management LLC | 0.00% | New | 9,841 | $223K |
| GTS Securities LLC | 0.00% | New | 9,682 | $219K |
| Dorsey & Whitney Trust CO LLC | 0.01% | New | 9,380 | $213K |
| Pineridge Advisors LLC | 0.07% | Add +1.0% | 8,841 | $200K |
| Montag A & Associates Inc. | 0.01% | No change | 7,079 | $160K |
| National Bank of Canada | 0.00% | New | 6,982 | $157K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 6,200 | $140K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +71.9% | 5,058 | $115K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -19.1% | 4,704 | $107K |
| Lowe Wealth Advisors, LLC | 0.05% | New | 4,402 | $100K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,365 | $99K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -69.2% | 3,438 | $78K |
| Private Trust Co. NA | 0.01% | No change | 3,293 | $75K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,227 | $73K |
| United Community Bank | 0.03% | Add +3.1% | 2,992 | $68K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +119.8% | 2,937 | $67K |
| JPMorgan Chase & Co. | 0.00% | Add +115.4% | 2,178 | $49K |
| Comerica Bank | 0.00% | Add +310.5% | 1,991 | $45K |
| Capital Analysts, LLC | 0.00% | No change | 2,004 | $45K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 1,953 | $44K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 1,562 | $35K |
| Bank of Montreal | 0.00% | Add +1.0% | 1,560 | $35K |
| Robbins Farley | 0.02% | No change | 1,414 | $32K |
| Balentine LLC | 0.00% | No change | 1,098 | $25K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,036 | $23K |
| First PREMIER Bank | 0.00% | No change | 697 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 589 | $13K |
| Harbour Investments, Inc. | 0.00% | New | 575 | $13K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 420 | $10K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 136 | $3K |
| Strategic Financial Concepts, LLC | 0.00% | Add +414.7% | 62,103 | $3K |
| Nemes Rush Group LLC | 0.00% | Add +16.7% | 56 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 54 | $1K |
| AllSquare Wealth Management LLC | 0.00% | No change | 36 | $816 |
| FMR LLC | 0.00% | No change | 1 | $23 |
"% 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.