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 |
| Old Port Advisors | 0.61% | Reduce -12.3% | 97,730 | $2.2M |
| True Link Financial Advisors, LLC | 0.14% | New | 91,181 | $2.1M |
| STAR Financial Bank | 1.32% | Add +9.7% | 90,746 | $2.1M |
| Gould Asset Management LLC | 0.41% | Add +5.2% | 90,433 | $2.1M |
| Creative Planning | 0.00% | Add +1.5% | 88,250 | $2.0M |
| Sunbeam Capital Management, LLC | 1.48% | Add +0.9% | 85,359 | $2.0M |
| TFR Capital, LLC. | 0.70% | Add +24.2% | 84,346 | $1.9M |
| Northstar Group, Inc. | 0.31% | Add +21.4% | 83,796 | $1.9M |
| Associated Banc-Corp | 0.05% | Add +8.5% | 82,291 | $1.9M |
| Cwm, LLC | 0.01% | Add +11.7% | 81,885 | $1.9M |
| Keeler Thomas Management LLC | 0.80% | Reduce -27.6% | 81,332 | $1.9M |
| Drive Wealth Management, LLC | 0.40% | Reduce -1.4% | 79,505 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -21.6% | 77,739 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.12% | Reduce -10.0% | 73,042 | $1.7M |
| Montag A & Associates Inc. | 0.08% | Reduce -15.4% | 68,965 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.25% | Reduce -7.2% | 68,621 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +6.8% | 67,021 | $1.5M |
| Trust Co | 0.17% | Reduce -10.5% | 66,734 | $1.5M |
| Austin Private Wealth, LLC | 0.12% | Add +13.5% | 65,507 | $1.5M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -2.5% | 65,467 | $1.5M |
| Summit Wealth Partners, LLC | 0.28% | Add +7.4% | 63,898 | $1.5M |
| International Assets Investment Management, LLC | 0.12% | No change | 63,280 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 62,388 | $1.4M |
| Essential Planning, LLC. | 0.53% | Reduce -14.9% | 61,646 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.22% | Add +1.0% | 61,519 | $1.4M |
| Fullcircle Wealth LLC | 0.50% | Reduce -1.1% | 58,474 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -3.4% | 57,909 | $1.3M |
| Reliant Wealth Planning | 0.52% | Add +4.4% | 57,728 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +3.5% | 56,664 | $1.3M |
| Foundry Financial Group, Inc. | 0.71% | Reduce -12.3% | 54,175 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Add +33.6% | 53,680 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -12.1% | 50,853 | $1.2M |
| Phillips Financial Management, LLC | 0.08% | Reduce -12.2% | 48,994 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -1.6% | 48,542 | $1.1M |
| Riverchase Wealth Management, LLC | 0.69% | Add +3.5% | 47,261 | $1.1M |
| Horizons Wealth Management | 0.77% | Reduce -0.1% | 46,552 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 45,880 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.3% | 45,174 | $1.0M |
| Jim Saulnier & Associates, LLC | 0.70% | Add +7.4% | 45,039 | $1.0M |
| Compass Ion Advisors, LLC | 0.11% | Add +20.5% | 44,938 | $1.0M |
| Merit Financial Group, LLC | 0.01% | New | 44,010 | $1.0M |
| Barrett & Company, Inc. | 0.37% | Add +0.0% | 42,625 | $977K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -7.8% | 41,676 | $956K |
| Fourth Dimension Wealth, LLC | 0.40% | Add +340.4% | 41,276 | $946K |
| Element Wealth, LLC | 0.41% | Add +12.5% | 38,488 | $883K |
| Richard P Slaughter Associates Inc | 0.17% | Add +23.1% | 35,425 | $812K |
| Granite Harbor Advisors, Inc. | 0.38% | Add +2.7% | 35,339 | $810K |
| Novem Group | 0.10% | Add +6.4% | 34,838 | $799K |
| Leo Wealth, LLC | 0.06% | Reduce -26.5% | 33,458 | $767K |
| Trinity Wealth Management, LLC | 0.29% | Add +8.8% | 31,880 | $731K |
| Asset Dedication, LLC | 0.05% | Add +11.0% | 30,938 | $709K |
| Cary Street Partners Financial LLC | 0.02% | Add +6.5% | 28,712 | $658K |
| Cibc World Market Inc. | 0.00% | No change | 28,655 | $657K |
| RFP Financial Group LLC | 0.27% | Add +11.3% | 28,632 | $657K |
| Modera Wealth Management, LLC | 0.01% | No change | 28,447 | $652K |
| Savvy Advisors, Inc. | 0.04% | Add +3.4% | 27,057 | $620K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.9% | 26,849 | $616K |
| Signature Wealth Management Group | 0.24% | Reduce -1.3% | 26,797 | $614K |
| Snowden Capital Advisors LLC | 0.02% | No change | 26,686 | $612K |
| Regal Investment Advisors LLC | 0.05% | Reduce -12.4% | 26,385 | $605K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 25,786 | $591K |
| Money Concepts Capital Corp. | 0.04% | Add +100.0% | 25,471 | $584K |
| Pinnacle Bancorp, Inc. | 0.18% | No change | 25,396 | $582K |
| Coldstream Capital Management Inc. | 0.01% | No change | 24,994 | $573K |
| KFG Wealth Management, LLC | 0.09% | Add +5.2% | 24,756 | $568K |
| Straight Path Wealth Management | 0.19% | Add +1.9% | 24,674 | $566K |
| Pure Financial Advisors, LLC | 0.01% | New | 24,669 | $566K |
| Madden Advisory Services, Inc. | 0.24% | Add +4.9% | 24,392 | $559K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +1.4% | 24,382 | $559K |
| High Note Wealth, LLC | 0.13% | New | 24,334 | $558K |
| Grant Street Asset Management, Inc. | 0.12% | Add +1.0% | 22,804 | $523K |
| Washington Trust Advisors, Inc. | 0.04% | Add +0.3% | 22,377 | $513K |
| RVW Wealth, LLC | 0.04% | Add +0.8% | 22,257 | $510K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 21,193 | $486K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Reduce -40.4% | 21,160 | $485K |
| Tableaux LLC | 0.28% | Add +31.9% | 21,154 | $485K |
| Cerity Partners LLC | 0.00% | Reduce -0.4% | 20,278 | $465K |
| Principal Securities, Inc. | 0.01% | Add +4.6% | 20,083 | $461K |
| Crews Bank & Trust | 0.07% | Add +8.8% | 20,050 | $460K |
| Greenfield Savings Bank | 0.20% | Reduce -1.0% | 19,595 | $449K |
| Focused Wealth Management, Inc | 0.05% | Add +3.8% | 19,047 | $437K |
| Harbour Investments, Inc. | 0.01% | Add +8.9% | 18,809 | $431K |
| Heartland Bank & Trust Co | 0.20% | Add +8.2% | 18,650 | $428K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.19% | Add +28.2% | 18,648 | $428K |
| Chesley Taft & Associates LLC | 0.02% | No change | 18,600 | $426K |
| Yoder Wealth Management, Inc. | 0.22% | No change | 18,431 | $423K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -87.0% | 17,901 | $410K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -0.1% | 17,536 | $402K |
| Susquehanna International Group, LLP | 0.00% | New | 16,922 | $388K |
| Physician Wealth Advisors, Inc. | 0.06% | No change | 16,715 | $383K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 16,501 | $378K |
| Koshinski Asset Management, Inc. | 0.03% | New | 16,432 | $377K |
| Berger Financial Group, Inc | 0.02% | Reduce -4.6% | 16,292 | $374K |
| Beacon Financial Planning, Inc. | 0.21% | Add +0.7% | 16,075 | $369K |
| Penobscot Investment Management Company, Inc. | 0.03% | New | 16,000 | $367K |
| Flow Traders U.S. LLC | 0.01% | Add +0.5% | 15,664 | $359K |
| World Investment Advisors | 0.01% | Add +0.1% | 15,606 | $358K |
| Kestra Investment Management, LLC | 0.01% | Reduce -74.9% | 15,180 | $348K |
| Savant Capital, LLC | 0.00% | New | 15,021 | $344K |
| Towne Trust Company, N.A | 0.12% | No change | 15,000 | $344K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 14,700 | $337K |
| Modern Wealth Management, LLC | 0.01% | New | 14,638 | $336K |
| Evexia Wealth LLC | 0.10% | Reduce -44.0% | 14,431 | $330K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -14.3% | 14,255 | $327K |
| Mairs & Power Inc. | 0.00% | New | 14,255 | $327K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.36% | No change | 13,915 | $319K |
| Liberty Wealth Management LLC | 0.05% | New | 13,494 | $309K |
| Hills Bank & Trust Co | 0.02% | Add +3.6% | 12,633 | $290K |
| Mattern Capital Management, LLC | 0.03% | No change | 12,606 | $289K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -10.2% | 12,597 | $289K |
| Moneco Advisors, LLC | 0.03% | No change | 12,588 | $289K |
| Cooper Financial Group | 0.03% | Add +0.8% | 12,508 | $287K |
| James Investment Research, Inc. | 0.03% | No change | 12,500 | $287K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.7% | 12,404 | $284K |
| Independent Advisor Alliance | 0.01% | Add +16.4% | 12,289 | $282K |
| Comerica Bank | 0.00% | Reduce -40.3% | 12,202 | $280K |
| 4J Wealth Management LLC | 0.19% | Reduce -8.1% | 12,185 | $279K |
| Autumn Glory Partners, LLC | 0.13% | Reduce -2.2% | 12,109 | $278K |
| Visionary Wealth Advisors | 0.01% | New | 12,069 | $277K |
| IFG Advisory, LLC | 0.01% | Add +0.6% | 11,213 | $257K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 11,175 | $256K |
| United Community Bank | 0.09% | No change | 11,170 | $256K |
| Highland Financial Advisors, LLC | 0.08% | No change | 11,027 | $253K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +0.2% | 10,877 | $249K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 10,708 | $246K |
| Citadel Advisors | 0.00% | Reduce -81.4% | 10,683 | $245K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +13.0% | 10,374 | $238K |
| Hamel Associates, Inc. | 0.08% | New | 10,210 | $234K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 10,100 | $232K |
| Precision Wealth Strategies, LLC | 0.07% | New | 10,063 | $231K |
| Mascoma Wealth Management LLC | 0.05% | No change | 9,988 | $229K |
| Legacy Private Trust Co. | 0.01% | New | 9,778 | $224K |
| Raab & Moskowitz Asset Management LLC | 0.05% | New | 9,488 | $218K |
| Pineridge Advisors LLC | 0.08% | Add +1.0% | 9,210 | $211K |
| Advisory Services Network, LLC | 0.00% | New | 9,160 | $210K |
| Lokken Investment Group LLC | 0.08% | New | 9,109 | $209K |
| LBMC Investment Advisors, LLC | 0.01% | New | 9,070 | $208K |
| DecisionMap Wealth Management, LLC | 0.14% | New | 8,890 | $204K |
| Corient Private Wealth LP | 0.00% | Reduce -44.0% | 8,871 | $203K |
| IHT Wealth Management, LLC | 0.01% | New | 8,816 | $202K |
| Independent Financial Group, LLC | 0.01% | New | 8,800 | $202K |
| Rossmore Private Capital | 0.02% | No change | 8,772 | $201K |
| Unified Investment Management | 0.22% | No change | 8,763 | $201K |
| Costello Asset Management, INC | 0.07% | Add +586.8% | 8,097 | $186K |
| National Bank of Canada | 0.00% | Add +2.0% | 7,759 | $178K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5144.9% | 7,133 | $164K |
| Cherry Tree Wealth Management, LLC | 0.04% | Add +8.1% | 7,062 | $162K |
| AllSquare Wealth Management LLC | 0.09% | No change | 6,904 | $158K |
| Bank of Montreal | 0.00% | Add +78.9% | 3,548 | $81K |
| Princeton Global Asset Management LLC | 0.01% | No change | 3,500 | $80K |
| Hara Capital LLC | 0.05% | No change | 3,346 | $77K |
| Private Trust Co. NA | 0.01% | No change | 3,293 | $76K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,241 | $74K |
| 2UniFi Bank | 0.04% | No change | 3,201 | $73K |
| Black Cypress Capital Management, LLC | 0.06% | Add +175.9% | 3,018 | $69K |
| AE Wealth Management LLC | 0.00% | No change | 2,956 | $68K |
| Centricity Wealth Management, LLC | 0.05% | No change | 2,800 | $64K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -50.0% | 2,500 | $57K |
| Fifth Third Bancorp | 0.00% | No change | 2,185 | $50K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,034 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,004 | $46K |
| Eastern Bank | 0.00% | Reduce -54.0% | 1,990 | $46K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 1,973 | $45K |
| Robbins Farley | 0.01% | Reduce -3.3% | 1,368 | $31K |
| Parkside Financial Bank & Trust | 0.00% | Add +21.8% | 1,354 | $31K |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.1% | 1,292 | $30K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 1,200 | $28K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,200 | $28K |
| Hemington Wealth Management | 0.00% | No change | 1,214 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -89.5% | 1,150 | $26K |
| Balentine LLC | 0.00% | No change | 1,098 | $25K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 890 | $20K |
| FMR LLC | 0.00% | Add +12.3% | 848 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 800 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -83.2% | 794 | $18K |
| First PREMIER Bank | 0.00% | Reduce -4.0% | 729 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 589 | $14K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| FSA Wealth Management LLC | 0.00% | New | 89 | $2K |
| Nemes Rush Group LLC | 0.00% | Add +1.8% | 58 | $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.