iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q1 2025 (March 31)264holders +17
31new positions
10sold out
1famous investor
$22.93avg. 13F price*
At the end of Q1 2025, 264 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, up 17 from Q4 2024. 31 opened new positions and 10 sold out. The largest holders were HM Payson & Co. ($108.1M), NorthCoast Asset Management LLC ($105.1M) and Morgan Stanley ($90.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $28.7M |
| Exits | 10 | $4.2M |
All 13F filers, Q4 2024 → Q1 2025: 13,318,067 shares bought and 5,485,888 shares sold, net +7,832,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 264 holders
| HM Payson & Co. | 1.90% | Add +17.5% | 4,713,829 | $108.1M |
| NorthCoast Asset Management LLC | 0.53% | Add +6077.4% | 4,581,588 | $105.1M |
| Morgan Stanley | 0.01% | Add +9.5% | 3,936,318 | $90.3M |
| Bank of America Corp. | 0.01% | Add +20.0% | 3,245,245 | $74.4M |
| Focus Partners Wealth | 0.18% | Add +3.8% | 3,049,401 | $70.0M |
| Wells Fargo & Company | 0.02% | Add +25.4% | 2,759,339 | $63.3M |
| Capital Investment Advisors, LLC | 1.06% | Add +1.0% | 2,350,987 | $53.9M |
| NewEdge Advisors, LLC | 0.25% | Reduce -8.3% | 1,850,602 | $42.5M |
| UBS Group AG | 0.01% | Add +34.7% | 1,579,051 | $36.2M |
| Financial Advisory Corp | 5.35% | Add +1.6% | 1,408,404 | $32.3M |
| Summitry LLC | 1.63% | Add +65.5% | 1,399,418 | $32.1M |
| Integrated Wealth Concepts LLC | 0.33% | Add +0.5% | 1,248,141 | $28.6M |
| Raymond James Financial Inc. | 0.01% | Add +8.1% | 1,200,638 | $27.5M |
| LPL Financial LLC | 0.01% | Add +19.7% | 1,084,389 | $24.9M |
| Apollon Wealth Management, LLC | 0.49% | Reduce -1.2% | 970,857 | $22.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +32.7% | 878,362 | $20.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.1% | 747,310 | $17.1M |
| Osaic Holdings, Inc. | 0.04% | Add +19.1% | 712,227 | $16.3M |
| Stratos Wealth Partners, LTD. | 0.25% | Add +3.7% | 697,004 | $16.0M |
| Denver PWM, LLC | 5.60% | Add +10.3% | 678,753 | $15.6M |
| Carnegie Investment Counsel | 0.37% | Add +46.1% | 673,027 | $15.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.29% | Add +26.9% | 670,114 | $15.4M |
| Bailard, Inc. | 0.39% | Reduce -16.4% | 659,607 | $15.1M |
| Krilogy Financial LLC | 0.96% | Add +8.7% | 648,520 | $14.9M |
| MV Capital Management, Inc. | 1.47% | Add +3.7% | 598,546 | $13.7M |
| MKT Advisors LLC | 5.73% | Add +4.5% | 533,576 | $12.2M |
| Delta Wealth Advisors LLC | 10.39% | Add +15.5% | 498,838 | $11.4M |
| Scissortail Wealth Management, LLC | 2.85% | Add +839.1% | 484,001 | $11.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.60% | Add +7.8% | 482,608 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 478,983 | $11.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.0% | 476,084 | $10.9M |
| Stifel Financial Corp. | 0.01% | Add +9.2% | 471,133 | $10.8M |
| Mercer Global Advisors Inc. | 0.02% | Add +14.8% | 458,879 | $10.5M |
| Connecticut Wealth Management, LLC | 0.49% | Add +354.7% | 408,173 | $9.4M |
| Stephens Consulting, LLC | 2.32% | Add +0.9% | 402,161 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.3% | 397,114 | $9.1M |
| Wealth Management Strategies, Inc. | 6.02% | Add +11.6% | 392,562 | $9.0M |
| Sanctuary Advisors, LLC | 0.06% | Add +3.6% | 385,566 | $8.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +5.8% | 382,780 | $8.8M |
| Stonebridge Financial Group, LLC | 0.92% | Reduce -2.0% | 378,782 | $8.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 374,243 | $8.6M |
| Apella Capital, LLC | 0.29% | Add +2267.2% | 368,024 | $8.4M |
| United Capital Financial Advisors, LLC | 0.07% | Add +159.6% | 356,552 | $8.2M |
| Shelton Wealth Management, LLC | 4.11% | Add +9.7% | 312,998 | $7.2M |
| Baird Financial Group, Inc. | 0.01% | Add +0.8% | 309,764 | $7.1M |
| Mesirow Financial Investment Management, Inc. | 0.13% | Add +0.2% | 300,243 | $6.9M |
| Asset Advisors Investment Management, LLC | 0.72% | Add +71.3% | 297,349 | $6.8M |
| Titleist Asset Management, LLC | 0.75% | New | 281,727 | $6.5M |
| Strategic Blueprint, LLC | 0.35% | Add +27.3% | 281,115 | $6.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.5% | 278,858 | $6.4M |
| CENTRAL TRUST Co | 0.16% | Reduce -2.5% | 275,395 | $6.3M |
| Eight 31 Financial, LLC | 3.84% | New | 260,768 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +26.7% | 260,511 | $6.0M |
| KOM Wealth Management Group, LLC | 5.12% | Reduce -19.9% | 255,570 | $5.9M |
| D.A. Davidson & Co. | 0.05% | Add +6.8% | 253,492 | $5.8M |
| Lido Advisors, LLC | 0.03% | Reduce -3.5% | 252,708 | $5.8M |
| Leavell Investment Management, Inc. | 0.27% | Add +7.8% | 242,106 | $5.6M |
| OneAscent Financial Services LLC | 0.34% | Add +2.2% | 230,311 | $5.3M |
| Midwest Professional Planners, LTD. | 1.56% | Add +73.7% | 218,626 | $5.0M |
| Boston Family Office LLC | 0.33% | Add +5.1% | 200,888 | $4.6M |
| Gradient Investments LLC | 0.09% | Reduce -11.3% | 193,258 | $4.4M |
| Eldridge Investment Advisors, Inc. | 1.01% | Add +119.2% | 192,246 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +6.7% | 191,491 | $4.4M |
| Mariner, LLC | 0.01% | Add +11.3% | 182,281 | $4.2M |
| Flavin Financial Services, Inc. | 3.74% | Add +26.6% | 177,369 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +14.0% | 167,496 | $3.8M |
| Captrust Financial Advisors | 0.01% | Add +15.1% | 166,177 | $3.8M |
| MAI Capital Management | 0.03% | Reduce -3.9% | 164,455 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +22.9% | 155,899 | $3.6M |
| BlackRock, Inc. | 0.00% | Add +400.0% | 153,403 | $3.5M |
| Probity Advisors, Inc. | 0.68% | Add +4.0% | 153,312 | $3.5M |
| Howland Capital Management LLC | 0.15% | Add +65.5% | 145,368 | $3.3M |
| IFP Advisors, Inc | 0.10% | Add +6.0% | 144,030 | $3.3M |
| Stockman Wealth Management, Inc. | 0.48% | Add +8.1% | 141,204 | $3.2M |
| Country Club Bank | 0.21% | Reduce -1.7% | 137,053 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | No change | 137,845 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +21.6% | 136,841 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +7.7% | 133,025 | $3.1M |
| Accretive Wealth Partners, LLC | 1.06% | Add +27.0% | 131,312 | $3.0M |
| Atlantic Private Wealth, LLC | 2.19% | Add +3.3% | 129,431 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Add +9.3% | 127,839 | $2.9M |
| Littlejohn Financial Services, Inc. | 2.17% | New | 119,458 | $2.7M |
| Prospera Financial Services Inc | 0.06% | New | 114,123 | $2.6M |
| Lantz Financial LLC | 0.72% | Add +0.2% | 114,118 | $2.6M |
| Keeler Thomas Management LLC | 1.26% | Reduce -34.6% | 112,306 | $2.6M |
| Old Port Advisors | 0.76% | Reduce -40.5% | 111,478 | $2.6M |
| Black Swift Group, LLC | 0.54% | Reduce -6.5% | 104,450 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.8% | 101,468 | $2.3M |
| Portland Global Advisors LLC | 0.29% | Add +10.2% | 101,288 | $2.3M |
| SCS Capital Management LLC | 0.03% | Reduce -4.9% | 100,831 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +5.2% | 99,113 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +6.2% | 98,768 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +226.4% | 97,069 | $2.2M |
| Allworth Financial LP | 0.01% | Reduce -1.2% | 95,992 | $2.2M |
| Hughes Financial Services, LLC | 0.43% | Add +4.1% | 95,159 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Reduce -6.7% | 93,614 | $2.1M |
| Signaturefd, LLC | 0.04% | Add +86.7% | 90,601 | $2.1M |
| Creative Planning | 0.00% | Add +1.8% | 86,975 | $2.0M |
| Gould Asset Management LLC | 0.41% | Add +0.3% | 85,973 | $2.0M |
| Sunbeam Capital Management, LLC | 1.85% | Add +0.6% | 84,595 | $1.9M |
"% 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.