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 |
| STAR Financial Bank | 1.39% | Add +1.2% | 82,722 | $1.9M |
| Montag A & Associates Inc. | 0.09% | Reduce -35.3% | 81,549 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +14.8% | 81,181 | $1.9M |
| Drive Wealth Management, LLC | 0.43% | New | 80,660 | $1.9M |
| Associated Banc-Corp | 0.05% | Add +1.1% | 75,864 | $1.7M |
| Trust Co | 0.20% | Reduce -87.1% | 74,553 | $1.7M |
| Klaas Financial Asset Advisors, LLC | 0.29% | Add +103.8% | 73,928 | $1.7M |
| Cwm, LLC | 0.01% | Reduce -1.2% | 73,323 | $1.7M |
| Essential Planning, LLC. | 0.67% | Reduce -97.9% | 72,407 | $1.7M |
| Rebalance, LLC | 0.12% | New | 69,664 | $1.6M |
| Northstar Group, Inc. | 0.27% | Add +51.9% | 69,030 | $1.6M |
| TFR Capital, LLC. | 0.65% | New | 67,902 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -53.1% | 67,172 | $1.5M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -53.1% | 67,172 | $1.5M |
| International Assets Investment Management, LLC | 0.13% | Add +18.3% | 63,280 | $1.5M |
| Brookstone Capital Management | 0.02% | Add +69.5% | 62,769 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +31094.0% | 62,388 | $1.4M |
| Foundry Financial Group, Inc. | 0.87% | Add +19.5% | 61,766 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.24% | Add +0.7% | 60,916 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.3% | 59,926 | $1.4M |
| Summit Wealth Partners, LLC | 0.28% | Add +0.1% | 59,474 | $1.4M |
| Fullcircle Wealth LLC | 0.56% | Add +8.4% | 59,142 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +8.0% | 57,860 | $1.3M |
| Austin Private Wealth, LLC | 0.12% | Add +1.1% | 57,716 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -31.1% | 57,503 | $1.3M |
| Phillips Financial Management, LLC | 0.10% | Add +0.9% | 55,785 | $1.3M |
| Reliant Wealth Planning | 0.58% | Reduce -8.0% | 55,316 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +25.0% | 54,755 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -4.9% | 53,232 | $1.2M |
| Montecito Bank & Trust | 0.20% | Add +6.4% | 49,748 | $1.1M |
| Sigma Planning Corp | 0.04% | Add +6.5% | 49,325 | $1.1M |
| PSI Advisors, LLC | 0.36% | Reduce -5.1% | 48,758 | $1.1M |
| Safeguard Financial, LLC | 0.24% | Add +16.6% | 47,532 | $1.1M |
| Horizons Wealth Management | 0.81% | Reduce -0.5% | 46,599 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 45,880 | $1.1M |
| Riverchase Wealth Management, LLC | 0.73% | Add +12.3% | 45,647 | $1.0M |
| Leo Wealth, LLC | 0.15% | Add +26.8% | 45,547 | $1.0M |
| Kestra Investment Management, LLC | 0.02% | Add +770.0% | 60,370 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +10.1% | 45,178 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | New | 45,015 | $1.0M |
| Moseley Investment Management Inc. | 0.40% | Add +18.7% | 45,000 | $1.0M |
| Barrett & Company, Inc. | 0.42% | Add +12.3% | 42,619 | $978K |
| Jim Saulnier & Associates, LLC | 0.75% | Add +0.7% | 41,938 | $962K |
| CreativeOne Wealth, LLC | 0.03% | Reduce -3.0% | 40,180 | $922K |
| Compass Ion Advisors, LLC | 0.10% | Add +20.6% | 37,293 | $856K |
| Conrad Siegel Investment Advisors, Inc. | 0.21% | Add +2.9% | 35,515 | $815K |
| Granite Harbor Advisors, Inc. | 0.42% | Reduce -4.6% | 34,422 | $790K |
| Element Wealth, LLC | 0.42% | Reduce -0.8% | 34,217 | $785K |
| Novem Group | 0.11% | Reduce -25.1% | 32,741 | $751K |
| Regal Investment Advisors LLC | 0.06% | Reduce -4.9% | 30,114 | $691K |
| Trinity Wealth Management, LLC | 0.31% | Add +2.5% | 29,310 | $672K |
| Richard P Slaughter Associates Inc | 0.15% | Add +70.8% | 28,790 | $660K |
| Cibc World Market Inc. | 0.00% | No change | 28,655 | $657K |
| Modera Wealth Management, LLC | 0.01% | Add +18.1% | 28,447 | $653K |
| Private Advisor Group, LLC | 0.00% | Reduce -32.7% | 27,926 | $641K |
| Asset Dedication, LLC | 0.05% | Add +72.8% | 27,872 | $639K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.9% | 27,650 | $634K |
| Belpointe Asset Management LLC | 0.03% | Reduce -41.9% | 27,232 | $625K |
| Signature Wealth Management Group | 0.24% | Add +44.6% | 27,146 | $623K |
| Cary Street Partners Financial LLC | 0.02% | No change | 26,963 | $619K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -91.7% | 26,686 | $612K |
| Savvy Advisors, Inc. | 0.06% | Add +0.8% | 26,162 | $600K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 25,786 | $592K |
| RFP Financial Group LLC | 0.24% | New | 25,729 | $590K |
| Evexia Wealth LLC | 0.21% | Add +3.0% | 25,753 | $589K |
| HRT Financial LP | 0.00% | New | 25,446 | $583K |
| Pinnacle Bancorp, Inc. | 0.19% | Add +20.8% | 25,396 | $583K |
| Coldstream Capital Management Inc. | 0.01% | Add +169.7% | 24,994 | $573K |
| Straight Path Wealth Management | 0.22% | Add +7.1% | 24,204 | $555K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +2.5% | 24,047 | $552K |
| KFG Wealth Management, LLC | 0.10% | Add +21.1% | 23,525 | $540K |
| Madden Advisory Services, Inc. | 0.25% | Add +0.7% | 23,247 | $533K |
| BCS Wealth Management | 0.13% | Add +10.6% | 22,800 | $523K |
| Grant Street Asset Management, Inc. | 0.13% | Add +0.7% | 22,571 | $518K |
| Washington Trust Advisors, Inc. | 0.05% | New | 22,310 | $512K |
| RVW Wealth, LLC | 0.05% | Add +0.6% | 22,090 | $507K |
| PNC Financial Services Group, Inc. | 0.00% | Add +39146.3% | 21,193 | $486K |
| Comerica Bank | 0.00% | Add +121.9% | 20,440 | $469K |
| Cerity Partners LLC | 0.00% | Reduce -32.2% | 20,352 | $467K |
| Greenfield Savings Bank | 0.22% | Reduce -1.5% | 19,801 | $454K |
| Principal Securities, Inc. | 0.01% | No change | 19,197 | $438K |
| Chesley Taft & Associates LLC | 0.02% | No change | 18,600 | $427K |
| Yoder Wealth Management, Inc. | 0.24% | Add +91.4% | 18,431 | $423K |
| Crews Bank & Trust | 0.07% | Reduce -4.7% | 18,425 | $423K |
| Focused Wealth Management, Inc | 0.06% | Add +8.8% | 18,351 | $421K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +26.9% | 17,560 | $403K |
| Harbour Investments, Inc. | 0.01% | Add +465.7% | 17,265 | $396K |
| Heartland Bank & Trust Co | 0.20% | No change | 17,233 | $395K |
| Berger Financial Group, Inc | 0.03% | No change | 17,082 | $392K |
| Physician Wealth Advisors, Inc. | 0.07% | Add +15.9% | 16,715 | $383K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -64.2% | 16,630 | $381K |
| Transcend Capital Advisors, LLC | 0.03% | Add +1.6% | 16,501 | $379K |
| Tableaux LLC | 0.27% | New | 16,041 | $368K |
| Beacon Financial Planning, Inc. | 0.21% | Add +0.6% | 15,971 | $366K |
| Corient Private Wealth LP | 0.00% | New | 15,848 | $364K |
| Flow Traders U.S. LLC | 0.02% | New | 15,585 | $358K |
| World Investment Advisors | 0.01% | Reduce -8.4% | 15,585 | $358K |
| Towne Trust Company, N.A | 0.12% | Add +86.3% | 15,000 | $344K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 14,700 | $337K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.15% | Add +4.2% | 14,544 | $334K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -78.9% | 14,034 | $322K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.36% | Add +18.7% | 13,915 | $319K |
| 4J Wealth Management LLC | 0.24% | Reduce -33.1% | 13,260 | $304K |
| Money Concepts Capital Corp. | 0.02% | No change | 12,732 | $292K |
| Mattern Capital Management, LLC | 0.04% | No change | 12,606 | $289K |
| Moneco Advisors, LLC | 0.03% | New | 12,588 | $289K |
| James Investment Research, Inc. | 0.04% | No change | 12,500 | $287K |
| Cooper Financial Group | 0.04% | New | 12,402 | $285K |
| Autumn Glory Partners, LLC | 0.14% | No change | 12,381 | $284K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 12,322 | $282K |
| Hills Bank & Trust Co | 0.02% | Add +9.5% | 12,196 | $280K |
| United Community Bank | 0.10% | New | 11,170 | $256K |
| IFG Advisory, LLC | 0.01% | Add +0.4% | 11,145 | $256K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,027 | $253K |
| Farther Finance Advisors, LLC | 0.01% | No change | 11,000 | $252K |
| Schmidt P J Investment Management Inc. | 0.05% | New | 10,853 | $249K |
| Independent Advisor Alliance | 0.01% | Reduce -91.7% | 10,558 | $242K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -28.2% | 9,988 | $229K |
| Fourth Dimension Wealth, LLC | 0.10% | Add +10.7% | 9,372 | $215K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 9,180 | $211K |
| Pineridge Advisors LLC | 0.08% | Add +0.7% | 9,116 | $209K |
| Rossmore Private Capital | 0.02% | New | 8,772 | $201K |
| Unified Investment Management | 0.24% | New | 8,763 | $201K |
| National Bank of Canada | 0.00% | Reduce -0.9% | 7,610 | $174K |
| AllSquare Wealth Management LLC | 0.09% | No change | 6,904 | $158K |
| WASHINGTON TRUST Co | 0.01% | Reduce -20.2% | 6,900 | $158K |
| Cherry Tree Wealth Management, LLC | 0.04% | Add +46.5% | 6,536 | $150K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 6,200 | $142K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 5,007 | $115K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $115K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 4,722 | $108K |
| Eastern Bank | 0.00% | Reduce -11.9% | 4,322 | $99K |
| NorthRock Partners, LLC | 0.00% | New | 4,200 | $96K |
| Princeton Global Asset Management LLC | 0.02% | New | 3,500 | $80K |
| Hara Capital LLC | 0.05% | New | 3,346 | $77K |
| Private Trust Co. NA | 0.01% | No change | 3,293 | $76K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.9% | 3,237 | $74K |
| 2UniFi Bank | 0.05% | Add +73.4% | 3,201 | $73K |
| AE Wealth Management LLC | 0.00% | No change | 2,956 | $68K |
| Centricity Wealth Management, LLC | 0.06% | No change | 2,800 | $64K |
| Fifth Third Bancorp | 0.00% | New | 2,185 | $50K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 2,014 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 2,004 | $46K |
| Bank of Montreal | 0.00% | Add +24.1% | 1,983 | $45K |
| JPMorgan Chase & Co. | 0.00% | Add +498.9% | 1,659 | $38K |
| Robbins Farley | 0.02% | No change | 1,414 | $32K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 1,200 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | New | 1,200 | $28K |
| Costello Asset Management, INC | 0.01% | Add +3.5% | 1,179 | $27K |
| Hemington Wealth Management | 0.00% | No change | 1,214 | $27K |
| Parkside Financial Bank & Trust | 0.00% | No change | 1,112 | $26K |
| Balentine LLC | 0.00% | No change | 1,098 | $25K |
| Black Cypress Capital Management, LLC | 0.02% | New | 1,094 | $25K |
| Byrne Asset Management LLC | 0.02% | New | 915 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 800 | $18K |
| FMR LLC | 0.00% | Add +75400.0% | 755 | $17K |
| First PREMIER Bank | 0.00% | No change | 759 | $17K |
| Mattson Financial Services, LLC | 0.00% | New | 621 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 589 | $14K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 162 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 136 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 57 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $115 |
"% 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.