iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q3 2025 (September 30)293holders +12
28new positions
14sold out
2famous investors
$22.95avg. 13F price*
At the end of Q3 2025, 293 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, up 12 from Q2 2025. 28 opened new positions and 14 sold out. The largest holders were HM Payson & Co. ($126.5M), NorthCoast Asset Management LLC ($114.6M) and Morgan Stanley ($89.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $30.3M |
| Exits | 14 | $11.3M |
All 13F filers, Q2 2025 → Q3 2025: 10,752,878 shares bought and 2,806,699 shares sold, net +7,946,179 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| HM Payson & Co. | 1.82% | Add +9.1% | 5,513,732 | $126.5M |
| NorthCoast Asset Management LLC | 0.45% | Reduce -5.1% | 4,993,207 | $114.6M |
| Morgan Stanley | 0.01% | Add +2.4% | 3,895,823 | $89.4M |
| Bank of America Corp. | 0.01% | Reduce -2.0% | 3,570,781 | $81.9M |
| Focus Partners Wealth | 0.12% | Reduce -1.7% | 3,108,227 | $71.3M |
| Bailard, Inc. | 1.54% | Add +2375.2% | 3,095,899 | $71.1M |
| Wells Fargo & Company | 0.01% | Reduce -17.1% | 2,396,398 | $55.0M |
| Capital Investment Advisors, LLC | 0.90% | Add +1.6% | 2,375,050 | $54.5M |
| NewEdge Advisors, LLC | 0.20% | Add +6.9% | 1,904,405 | $43.7M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.8% | 1,622,030 | $37.2M |
| UBS Group AG | 0.01% | Reduce -0.7% | 1,503,187 | $34.5M |
| LPL Financial LLC | 0.01% | Add +24.3% | 1,498,921 | $34.4M |
| Financial Advisory Corp | 5.02% | Add +4.7% | 1,486,879 | $34.1M |
| Stratos Wealth Advisors, LLC | 1.64% | Add +192.1% | 1,482,998 | $34.0M |
| Summitry LLC | 1.44% | Add +1.6% | 1,478,184 | $33.9M |
| Integrated Wealth Concepts LLC | 0.29% | Add +5.6% | 1,419,927 | $32.6M |
| United Capital Financial Advisors, LLC | 0.22% | Add +97.3% | 1,331,030 | $30.5M |
| Mercer Global Advisors Inc. | 0.05% | Add +93.1% | 1,257,685 | $28.9M |
| Connecticut Wealth Management, LLC | 1.06% | Add +24.5% | 1,039,566 | $23.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.37% | Add +36.6% | 1,020,998 | $23.4M |
| Apollon Wealth Management, LLC | 0.41% | Add +1.8% | 1,005,894 | $23.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -11.5% | 998,650 | $22.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +5.0% | 823,662 | $18.9M |
| Krilogy Financial LLC | 0.70% | Add +21.2% | 809,444 | $18.5M |
| Carnegie Investment Counsel | 0.34% | Add +8.0% | 793,149 | $18.2M |
| Denver PWM, LLC | 5.58% | Add +0.0% | 780,983 | $17.9M |
| OneAscent Financial Services LLC | 1.08% | Add +44.5% | 709,275 | $16.3M |
| Osaic Holdings, Inc. | 0.02% | Add +3.2% | 694,294 | $15.9M |
| Heartwood Wealth Advisors LLC | 1.49% | New | 693,415 | $15.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +4.4% | 668,540 | $15.3M |
| MV Capital Management, Inc. | 1.31% | Add +0.8% | 594,883 | $13.7M |
| MKT Advisors LLC | 4.74% | Add +1.0% | 556,032 | $12.7M |
| Scissortail Wealth Management, LLC | 2.50% | Add +1.1% | 498,827 | $11.4M |
| Royal Bank of Canada | 0.00% | Add +3.1% | 497,993 | $11.4M |
| Wealth Management Strategies, Inc. | 5.59% | Add +7.1% | 491,741 | $11.3M |
| Delta Wealth Advisors LLC | 8.66% | Add +4.9% | 482,462 | $11.1M |
| Apella Capital, LLC | 0.24% | Add +12.5% | 477,386 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.0% | 472,307 | $10.8M |
| Asset Advisors Investment Management, LLC | 0.96% | Add +27.9% | 442,901 | $10.2M |
| Strategic Blueprint, LLC | 0.44% | Add +24.6% | 435,922 | $10.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.42% | Reduce -1.1% | 430,507 | $9.9M |
| Stifel Financial Corp. | 0.01% | Reduce -4.9% | 421,584 | $9.7M |
| Global Retirement Partners, LLC | 0.21% | Add +33.4% | 413,920 | $9.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.3% | 406,713 | $9.3M |
| Stephens Consulting, LLC | 3.10% | Reduce -3.7% | 391,408 | $9.0M |
| Baird Financial Group, Inc. | 0.01% | Add +5.9% | 389,194 | $8.9M |
| Mariner, LLC | 0.01% | Add +89.1% | 387,057 | $8.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 369,209 | $8.5M |
| Moseley Investment Management Inc. | 2.56% | Add +73.3% | 366,533 | $8.4M |
| Shelton Wealth Management, LLC | 3.79% | Add +7.7% | 354,835 | $8.1M |
| McGuire Investment Group, LLC | 0.91% | Add +10.3% | 350,888 | $8.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -2.1% | 333,618 | $7.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.9% | 328,967 | $7.5M |
| CENTRAL TRUST Co | 0.16% | Add +9.9% | 326,533 | $7.5M |
| Titleist Asset Management, LLC | 0.65% | Add +7.8% | 323,767 | $7.4M |
| Mesirow Financial Investment Management, Inc. | 0.12% | Reduce -0.7% | 297,561 | $6.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +5.6% | 294,063 | $6.7M |
| Midwest Professional Planners, LTD. | 1.64% | Add +11.8% | 293,258 | $6.7M |
| Sound View Wealth Advisors Group, LLC | 0.46% | Add +20.9% | 291,746 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +36.4% | 286,564 | $6.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +1290.0% | 248,828 | $5.7M |
| KOM Wealth Management Group, LLC | 4.29% | Add +2.0% | 247,495 | $5.7M |
| Eldridge Investment Advisors, Inc. | 1.26% | Add +24.2% | 241,835 | $5.5M |
| Lido Advisors, LLC | 0.02% | Reduce -1.0% | 239,414 | $5.5M |
| Boston Family Office LLC | 0.35% | Add +5.4% | 238,581 | $5.5M |
| Atlantic Private Wealth, LLC | 3.53% | Add +22.2% | 238,147 | $5.5M |
| Leavell Investment Management, Inc. | 0.22% | Add +3.5% | 231,842 | $5.3M |
| Prospera Financial Services Inc | 0.09% | Add +10.9% | 217,747 | $5.0M |
| D.A. Davidson & Co. | 0.03% | Add +5.0% | 212,852 | $4.9M |
| Rebalance, LLC | 0.28% | Add +21.5% | 204,324 | $4.7M |
| Americana Partners, LLC | 0.13% | New | 193,109 | $4.4M |
| Gradient Investments LLC | 0.07% | Reduce -9.9% | 180,750 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +1.4% | 178,712 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +1.2% | 178,851 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +0.2% | 175,000 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +1.4% | 170,870 | $3.9M |
| BlackRock, Inc. | 0.00% | Reduce -9.6% | 167,368 | $3.8M |
| MAI Capital Management | 0.02% | Add +0.8% | 166,730 | $3.8M |
| Probity Advisors, Inc. | 0.62% | Add +3.6% | 166,306 | $3.8M |
| Howland Capital Management LLC | 0.14% | Add +4.7% | 164,988 | $3.8M |
| Stockman Wealth Management, Inc. | 0.45% | Add +5.0% | 156,529 | $3.6M |
| Signaturefd, LLC | 0.05% | Reduce -0.6% | 149,508 | $3.4M |
| Accretive Wealth Partners, LLC | 1.00% | Add +2.1% | 143,482 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 141,917 | $3.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +3.4% | 140,136 | $3.2M |
| Littlejohn Financial Services, Inc. | 2.25% | Add +8.6% | 134,486 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -5.2% | 127,948 | $2.9M |
| Valmark Advisers, Inc. | 0.04% | Reduce -9.8% | 124,706 | $2.9M |
| Lantz Financial LLC | 0.63% | Reduce -0.2% | 123,455 | $2.8M |
| Country Club Bank | 0.16% | Reduce -9.3% | 118,578 | $2.7M |
| Portland Global Advisors LLC | 0.30% | Add +6.9% | 117,607 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +12.5% | 110,972 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +1.5% | 103,752 | $2.4M |
| Hughes Financial Services, LLC | 0.37% | Add +4.2% | 102,460 | $2.3M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 101,223 | $2.3M |
| Cwm, LLC | 0.01% | Add +19.4% | 97,783 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.1% | 96,665 | $2.2M |
| TFR Capital, LLC. | 0.72% | Add +11.1% | 93,706 | $2.2M |
| IFP Advisors, Inc | 0.06% | Reduce -34.9% | 92,657 | $2.1M |
| Gould Asset Management LLC | 0.39% | Add +1.4% | 91,733 | $2.1M |
"% 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.