iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q2 2025 (June 30)281holders +17
29new positions
10sold out
1famous investor
$22.96avg. 13F price*
At the end of Q2 2025, 281 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, up 17 from Q1 2025. 29 opened new positions and 10 sold out. The largest holders were NorthCoast Asset Management LLC ($120.6M), HM Payson & Co. ($115.9M) and Morgan Stanley ($87.3M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $22.7M |
| Exits | 10 | $4.9M |
All 13F filers, Q1 2025 → Q2 2025: 7,463,502 shares bought and 2,036,027 shares sold, net +5,427,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 281 holders
| NorthCoast Asset Management LLC | 0.52% | Add +14.8% | 5,260,457 | $120.6M |
| HM Payson & Co. | 1.84% | Add +7.2% | 5,054,564 | $115.9M |
| Morgan Stanley | 0.01% | Reduce -3.3% | 3,805,089 | $87.3M |
| Bank of America Corp. | 0.01% | Add +12.3% | 3,643,624 | $83.5M |
| Focus Partners Wealth | 0.16% | Add +3.6% | 3,160,744 | $72.5M |
| Wells Fargo & Company | 0.01% | Add +4.7% | 2,889,591 | $66.3M |
| Capital Investment Advisors, LLC | 0.99% | Reduce -0.6% | 2,336,393 | $55.9M |
| NewEdge Advisors, LLC | 0.21% | Reduce -3.8% | 1,780,749 | $40.8M |
| Raymond James Financial Inc. | 0.01% | Add +48.1% | 1,778,324 | $40.8M |
| UBS Group AG | 0.01% | Reduce -4.1% | 1,513,861 | $34.7M |
| Summitry LLC | 1.51% | Add +4.0% | 1,455,550 | $33.4M |
| Financial Advisory Corp | 5.00% | Add +0.9% | 1,420,533 | $32.6M |
| Integrated Wealth Concepts LLC | 0.31% | Add +7.7% | 1,344,636 | $30.8M |
| LPL Financial LLC | 0.01% | Add +11.2% | 1,205,892 | $27.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +28.5% | 1,128,586 | $25.9M |
| Apollon Wealth Management, LLC | 0.45% | Add +1.8% | 987,956 | $22.7M |
| Connecticut Wealth Management, LLC | 0.91% | Add +104.6% | 835,276 | $19.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.0% | 784,753 | $18.0M |
| Denver PWM, LLC | 5.58% | Add +15.0% | 780,842 | $17.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.29% | Add +11.5% | 747,142 | $17.1M |
| Carnegie Investment Counsel | 0.34% | Add +9.1% | 734,491 | $16.8M |
| United Capital Financial Advisors, LLC | 0.13% | Add +89.3% | 674,775 | $15.5M |
| Osaic Holdings, Inc. | 0.03% | Reduce -5.6% | 672,561 | $15.4M |
| Krilogy Financial LLC | 0.88% | Add +3.0% | 667,853 | $15.3M |
| Mercer Global Advisors Inc. | 0.03% | Add +41.9% | 651,224 | $14.9M |
| Stratos Wealth Partners, LTD. | 0.20% | Reduce -8.1% | 640,463 | $14.7M |
| MV Capital Management, Inc. | 1.39% | Reduce -1.4% | 590,467 | $13.5M |
| MKT Advisors LLC | 4.98% | Add +3.1% | 550,370 | $12.6M |
| Stratos Wealth Advisors, LLC | 0.62% | Add +853.8% | 507,700 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.5% | 497,407 | $11.4M |
| Scissortail Wealth Management, LLC | 2.72% | Add +1.9% | 493,150 | $11.3M |
| OneAscent Financial Services LLC | 0.80% | Add +113.0% | 490,666 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 482,832 | $11.1M |
| Delta Wealth Advisors LLC | 8.83% | Reduce -7.8% | 459,748 | $10.5M |
| Wealth Management Strategies, Inc. | 5.66% | Add +17.0% | 459,281 | $10.5M |
| Stifel Financial Corp. | 0.01% | Reduce -5.9% | 443,443 | $10.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.47% | Reduce -9.8% | 435,120 | $10.0M |
| Apella Capital, LLC | 0.26% | Add +15.3% | 424,481 | $9.7M |
| Stephens Consulting, LLC | 2.23% | Add +1.1% | 406,623 | $9.3M |
| Sanctuary Advisors, LLC | 0.06% | Add +5.2% | 405,509 | $9.3M |
| Stonebridge Financial Group, LLC | 0.87% | Add +2.9% | 389,673 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.4% | 372,840 | $8.5M |
| Baird Financial Group, Inc. | 0.01% | Add +18.6% | 367,389 | $8.4M |
| Strategic Blueprint, LLC | 0.39% | Add +24.5% | 349,880 | $8.0M |
| Asset Advisors Investment Management, LLC | 0.78% | Add +16.4% | 346,169 | $7.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -11.0% | 340,662 | $7.8M |
| Shelton Wealth Management, LLC | 3.81% | Add +5.2% | 329,329 | $7.6M |
| McGuire Investment Group, LLC | 0.93% | New | 318,186 | $7.3M |
| Global Retirement Partners, LLC | 0.18% | — | 310,291 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +16.0% | 302,181 | $6.9M |
| Titleist Asset Management, LLC | 0.69% | Add +6.6% | 300,277 | $6.9M |
| Mesirow Financial Investment Management, Inc. | 0.13% | Reduce -0.2% | 299,583 | $6.9M |
| CENTRAL TRUST Co | 0.16% | Add +7.9% | 297,191 | $6.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -29.9% | 278,439 | $6.4M |
| Eight 31 Financial, LLC | 4.05% | Add +2.5% | 267,196 | $6.1M |
| Midwest Professional Planners, LTD. | 1.58% | Add +20.0% | 262,423 | $6.0M |
| KOM Wealth Management Group, LLC | 4.41% | Reduce -5.1% | 242,524 | $5.6M |
| Lido Advisors, LLC | 0.03% | Reduce -4.3% | 241,829 | $5.5M |
| Sound View Wealth Advisors Group, LLC | 0.41% | New | 241,272 | $5.5M |
| Boston Family Office LLC | 0.34% | Add +12.7% | 226,379 | $5.2M |
| Leavell Investment Management, Inc. | 0.23% | Reduce -7.5% | 224,028 | $5.1M |
| Moseley Investment Management Inc. | 1.67% | Add +370.1% | 211,555 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -24.6% | 210,134 | $4.8M |
| Mariner, LLC | 0.01% | Add +12.3% | 204,722 | $4.7M |
| D.A. Davidson & Co. | 0.03% | Reduce -20.1% | 202,673 | $4.6M |
| Gradient Investments LLC | 0.08% | Add +3.8% | 200,526 | $4.6M |
| Prospera Financial Services Inc | 0.08% | Add +72.1% | 196,416 | $4.5M |
| Atlantic Private Wealth, LLC | 3.00% | Add +50.6% | 194,920 | $4.5M |
| Eldridge Investment Advisors, Inc. | 0.93% | Add +1.3% | 194,779 | $4.5M |
| BlackRock, Inc. | 0.00% | Add +20.7% | 185,129 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -6.5% | 179,051 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +5.2% | 176,257 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +13.4% | 176,754 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +5.1% | 174,584 | $4.0M |
| Flavin Financial Services, Inc. | 3.86% | Reduce -2.2% | 173,485 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +503.5% | 168,532 | $3.9M |
| Rebalance, LLC | 0.26% | Add +141.4% | 168,144 | $3.9M |
| MAI Capital Management | 0.03% | Add +0.5% | 165,330 | $3.8M |
| Probity Advisors, Inc. | 0.65% | Add +4.7% | 160,455 | $3.7M |
| Howland Capital Management LLC | 0.15% | Add +8.5% | 157,661 | $3.6M |
| Signaturefd, LLC | 0.06% | Add +66.0% | 150,437 | $3.4M |
| Stockman Wealth Management, Inc. | 0.46% | Add +5.5% | 149,045 | $3.4M |
| Belpointe Asset Management LLC | 0.14% | Add +430.3% | 144,397 | $3.3M |
| IFP Advisors, Inc | 0.09% | Reduce -1.3% | 142,224 | $3.3M |
| Accretive Wealth Partners, LLC | 1.06% | Add +7.0% | 140,504 | $3.2M |
| Valmark Advisers, Inc. | 0.04% | Add +8.1% | 138,197 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.9% | 135,573 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +1.6% | 135,115 | $3.1M |
| Allworth Financial LP | 0.01% | Add +40.6% | 134,975 | $3.1M |
| Country Club Bank | 0.19% | Reduce -4.6% | 130,793 | $3.0M |
| Bailard, Inc. | 0.07% | Reduce -81.0% | 125,079 | $2.9M |
| Littlejohn Financial Services, Inc. | 2.19% | Add +3.6% | 123,820 | $2.8M |
| Lantz Financial LLC | 0.71% | Add +8.4% | 123,672 | $2.8M |
| Portland Global Advisors LLC | 0.30% | Add +8.7% | 110,055 | $2.5M |
| Black Swift Group, LLC | 0.48% | Reduce -1.1% | 103,300 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +3.5% | 102,247 | $2.3M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 101,026 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 100,762 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +5.4% | 98,676 | $2.3M |
| Hughes Financial Services, LLC | 0.39% | Add +3.4% | 98,370 | $2.2M |
"% 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.