iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q3 2024 (September 30)211holders +22
29new positions
8sold out
1famous investor
$23.09avg. 13F price*
At the end of Q3 2024, 211 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, up 22 from Q2 2024. 29 opened new positions and 8 sold out. The largest holders were HM Payson & Co. ($80.4M), Morgan Stanley ($79.8M) and Focus Partners Wealth ($66.5M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $15.0M |
| Exits | 8 | $25.4M |
All 13F filers, Q2 2024 → Q3 2024: 5,700,573 shares bought and 1,592,601 shares sold, net +4,107,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| HM Payson & Co. | 1.38% | Add +5.2% | 3,486,161 | $80.4M |
| Morgan Stanley | 0.01% | Add +1.4% | 3,458,223 | $79.8M |
| Focus Partners Wealth | 0.21% | Add +9.1% | 2,883,137 | $66.5M |
| Capital Investment Advisors, LLC | 1.08% | Reduce -0.6% | 2,277,922 | $52.5M |
| Bank of America Corp. | 0.00% | Add +14.4% | 2,098,512 | $48.4M |
| Wells Fargo & Company | 0.01% | Add +38.4% | 1,749,981 | $40.4M |
| Bailard, Inc. | 0.99% | Add +56.0% | 1,651,658 | $38.1M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +40.4% | 1,574,924 | $36.3M |
| NewEdge Advisors, LLC | 0.21% | Reduce -5.1% | 1,430,109 | $33.0M |
| UBS Group AG | 0.01% | Add +16.1% | 1,100,306 | $25.4M |
| Monumental Financial Group Inc. | 7.91% | Add +45.8% | 924,753 | $21.3M |
| Integrated Wealth Concepts LLC | 0.26% | Add +47.3% | 909,304 | $21.0M |
| LPL Financial LLC | 0.01% | Add +20.1% | 690,017 | $15.9M |
| Stratos Wealth Partners, LTD. | 0.21% | Add +2.8% | 617,272 | $14.2M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +10.0% | 610,051 | $14.1M |
| Denver PWM, LLC | 5.03% | Add +3.3% | 573,783 | $13.2M |
| MV Capital Management, Inc. | 1.39% | Add +0.9% | 566,488 | $13.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +69.8% | 553,531 | $12.8M |
| Trust Co | 1.49% | Add +2.5% | 538,972 | $12.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.4% | 499,953 | $11.5M |
| Osaic Holdings, Inc. | 0.03% | Add +24.5% | 494,880 | $11.4M |
| Krilogy Financial LLC | 0.78% | Add +5.2% | 489,282 | $11.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.53% | Add +2.1% | 425,768 | $9.8M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -7.8% | 406,954 | $9.4M |
| MKT Advisors LLC | 4.30% | Add +10.8% | 398,765 | $9.2M |
| Stifel Financial Corp. | 0.01% | Reduce -2.5% | 396,074 | $9.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +9.6% | 364,815 | $8.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +104.8% | 343,020 | $7.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.18% | Add +7.4% | 338,008 | $7.8M |
| Raymond James & Associates | 0.00% | Add +15.3% | 337,018 | $7.8M |
| CENTRAL TRUST Co | 0.16% | Add +19.3% | 303,356 | $7.0M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Reduce -1.2% | 302,436 | $7.0M |
| Snowden Capital Advisors LLC | 0.20% | Add +4.8% | 292,333 | $6.7M |
| Lido Advisors, LLC | 0.05% | Reduce -9.4% | 283,856 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 237,461 | $5.5M |
| Shelton Wealth Management, LLC | 2.83% | Add +18.4% | 216,510 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Add +45.3% | 196,618 | $4.5M |
| Strategic Blueprint, LLC | 0.28% | Add +48.9% | 194,810 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 188,587 | $4.3M |
| Atria Wealth Solutions, Inc. | 0.04% | No change | 179,525 | $4.1M |
| Old Port Advisors | 1.15% | Add +11.9% | 178,993 | $4.1M |
| Keeler Thomas Management LLC | 1.29% | Add +1.5% | 176,909 | $4.1M |
| Boston Family Office LLC | 0.26% | Add +12.7% | 164,126 | $3.8M |
| Leavell Investment Management, Inc. | 0.19% | Add +51.5% | 161,184 | $3.7M |
| Mariner, LLC | 0.01% | Reduce -6.4% | 159,335 | $3.7M |
| Global Retirement Partners, LLC | 0.11% | Reduce -0.5% | 152,392 | $3.5M |
| Asset Advisors Investment Management, LLC | 0.36% | Add +24.6% | 151,643 | $3.5M |
| MML Investors Services, LLC | 0.01% | Add +22.6% | 140,364 | $3.2M |
| Country Club Bank | 0.21% | Add +0.6% | 137,279 | $3.2M |
| IFP Advisors, Inc | 0.11% | Add +71.4% | 129,945 | $3.0M |
| Probity Advisors, Inc. | 0.57% | Add +10.8% | 129,470 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -20.4% | 122,812 | $2.8M |
| Thrivent Financial for Lutherans | 0.01% | Add +42.5% | 121,845 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.6% | 119,862 | $2.8M |
| Lantz Financial LLC | 0.75% | Add +19.0% | 119,564 | $2.8M |
| Stockman Wealth Management, Inc. | 0.43% | Add +12.7% | 118,688 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +1018.9% | 116,054 | $2.6M |
| Stephens Consulting, LLC | 0.64% | Add +8.7% | 109,000 | $2.5M |
| Cetera Investment Advisers | 0.01% | Add +32.4% | 108,844 | $2.5M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 105,757 | $2.4M |
| Accretive Wealth Partners, LLC | 0.99% | Add +1.9% | 102,445 | $2.4M |
| HRT Financial LP | 0.01% | New | 102,131 | $2.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +21.5% | 101,659 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -8.0% | 94,715 | $2.2M |
| Carnegie Investment Counsel | 0.06% | New | 90,865 | $2.1M |
| Asset Dedication, LLC | 0.14% | Reduce -29.6% | 89,748 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -5.7% | 89,462 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.9% | 87,360 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +86.5% | 84,386 | $1.9M |
| Gould Asset Management LLC | 0.40% | Reduce -0.0% | 81,433 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +5.3% | 81,298 | $1.9M |
| Portland Global Advisors LLC | 0.23% | Add +19.6% | 79,401 | $1.8M |
| STAR Financial Bank | 1.20% | Add +44.5% | 77,530 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | New | 77,455 | $1.8M |
| Citadel Advisors | 0.00% | Add +46.3% | 77,257 | $1.8M |
| Atlantic Private Wealth, LLC | 1.35% | Add +19.9% | 77,154 | $1.8M |
| KOM Wealth Management Group, LLC | 1.45% | Add +412.9% | 75,607 | $1.7M |
| Midwest Professional Planners, LTD. | 0.53% | Add +119.5% | 74,778 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +6.1% | 72,653 | $1.7M |
| Creative Planning | 0.00% | Reduce -4.8% | 71,337 | $1.6M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +9.9% | 68,893 | $1.6M |
| Leo Wealth, LLC | 0.14% | Reduce -21.9% | 68,666 | $1.6M |
| Cwm, LLC | 0.01% | Add +6.2% | 68,555 | $1.6M |
| PSI Advisors, LLC | 0.43% | Add +2.1% | 63,413 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +45.1% | 60,611 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.24% | Add +1.0% | 59,695 | $1.4M |
| Park Avenue Securities LLC | 0.02% | Add +4.2% | 58,228 | $1.3M |
| Gradient Investments LLC | 0.03% | Reduce -10.6% | 58,121 | $1.3M |
| Montecito Bank & Trust | 0.22% | No change | 56,951 | $1.3M |
| Austin Private Wealth, LLC | 0.13% | Add +3.4% | 56,572 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Add +1.7% | 53,726 | $1.2M |
| Essential Planning, LLC. | 0.50% | Reduce -4.3% | 52,610 | $1.2M |
| Scissortail Wealth Management, LLC | 0.29% | Reduce -99.8% | 89 | $1.2M |
| Foundry Financial Group, Inc. | 0.72% | Add +2.7% | 49,862 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | Add +430.6% | 49,773 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +20.2% | 46,995 | $1.1M |
| Howland Capital Management LLC | 0.05% | Add +14.9% | 46,620 | $1.1M |
| Wick Capital Partners, LLC | 0.34% | New | 46,249 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 45,880 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -8.2% | 45,116 | $1.0M |
"% 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.