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 |
| Wealth Watch Advisors, INC | 0.87% | New | 91,640 | $2.1M |
| Old Port Advisors | 0.52% | Reduce -7.7% | 90,200 | $2.1M |
| Associated Banc-Corp | 0.05% | Add +8.7% | 89,440 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.1% | 87,884 | $2.0M |
| Sunbeam Capital Management, LLC | 1.24% | Add +2.1% | 87,148 | $2.0M |
| Northstar Group, Inc. | 0.30% | Add +1.3% | 84,896 | $1.9M |
| Keeler Thomas Management LLC | 0.85% | Reduce -1.3% | 80,308 | $1.8M |
| Drive Wealth Management, LLC | 0.39% | Reduce -0.3% | 79,276 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +13.3% | 75,925 | $1.7M |
| Montag A & Associates Inc. | 0.08% | Add +9.4% | 75,485 | $1.7M |
| Citadel Advisors | 0.00% | Add +595.1% | 74,253 | $1.7M |
| Montecito Bank & Trust | 0.25% | — | 70,165 | $1.6M |
| Phillips Financial Management, LLC | 0.10% | Add +41.3% | 69,243 | $1.6M |
| Creative Planning | 0.00% | Reduce -22.0% | 68,841 | $1.6M |
| True Link Financial Advisors, LLC | 0.10% | Reduce -26.7% | 66,863 | $1.5M |
| Foundry Financial Group, Inc. | 0.80% | Add +22.8% | 66,511 | $1.5M |
| Stonebridge Financial Group, LLC | 0.13% | Reduce -83.0% | 66,425 | $1.5M |
| Thoroughbred Financial Services, LLC | 0.09% | Reduce -10.1% | 65,653 | $1.5M |
| Asset Dedication, LLC | 0.10% | Add +108.5% | 64,509 | $1.5M |
| Trust Co | 0.15% | Reduce -3.7% | 64,265 | $1.5M |
| Reliant Wealth Planning | 0.48% | Add +10.8% | 63,964 | $1.5M |
| Summit Wealth Partners, LLC | 0.26% | Add +0.1% | 63,948 | $1.5M |
| Heartland Bank & Trust Co | 0.60% | Add +238.2% | 63,074 | $1.4M |
| International Assets Investment Management, LLC | 0.12% | No change | 63,280 | $1.4M |
| Klaas Financial Asset Advisors, LLC | 0.22% | Reduce -8.9% | 62,544 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 62,388 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.20% | Add +0.9% | 62,075 | $1.4M |
| Austin Private Wealth, LLC | 0.11% | Reduce -5.4% | 61,999 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 57,909 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 57,495 | $1.3M |
| Essential Planning, LLC. | 0.45% | Reduce -7.4% | 57,110 | $1.3M |
| Black Swift Group, LLC | 0.23% | Reduce -45.5% | 56,245 | $1.3M |
| Fullcircle Wealth LLC | 0.44% | Reduce -5.8% | 55,070 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -3.4% | 54,755 | $1.3M |
| Modera Wealth Management, LLC | 0.01% | Add +86.0% | 52,910 | $1.2M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -2.7% | 52,230 | $1.2M |
| PSI Advisors, LLC | 0.29% | New | 48,708 | $1.1M |
| Riverchase Wealth Management, LLC | 0.62% | Add +0.9% | 47,667 | $1.1M |
| Horizons Wealth Management | 0.75% | Add +2.0% | 47,471 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | Reduce -67.3% | 47,289 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +5.2% | 46,285 | $1.1M |
| Money Concepts Capital Corp. | 0.07% | Add +81.3% | 46,186 | $1.1M |
| Jim Saulnier & Associates, LLC | 0.59% | Add +2.5% | 46,163 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | Add +2.2% | 45,924 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 45,880 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Add +202.2% | 44,242 | $1.0M |
| Fourth Dimension Wealth, LLC | 0.38% | Add +5.6% | 43,583 | $1.0M |
| Barrett & Company, Inc. | 0.34% | Add +0.3% | 42,755 | $981K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.5% | 40,239 | $923K |
| Equitable Holdings, Inc. | 0.01% | Reduce -21.4% | 39,983 | $918K |
| Element Wealth, LLC | 0.38% | Reduce -1.8% | 37,788 | $867K |
| High Note Wealth, LLC | 0.17% | Add +51.4% | 36,836 | $845K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +1.4% | 35,839 | $823K |
| Trinity Wealth Management, LLC | 0.30% | Add +11.0% | 35,392 | $812K |
| KFG Wealth Management, LLC | 0.12% | Add +40.6% | 34,807 | $799K |
| Cibc World Market Inc. | 0.00% | No change | 28,655 | $658K |
| Snowden Capital Advisors LLC | 0.02% | Add +6.5% | 28,435 | $653K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.2% | 28,249 | $648K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -3.1% | 27,833 | $639K |
| Savvy Advisors, Inc. | 0.03% | Add +2.9% | 27,828 | $639K |
| Pure Financial Advisors, LLC | 0.01% | Add +10.8% | 27,329 | $627K |
| Straight Path Wealth Management | 0.17% | Add +10.2% | 27,185 | $624K |
| Madden Advisory Services, Inc. | 0.25% | Add +7.0% | 26,090 | $599K |
| Pinnacle Bancorp, Inc. | 0.17% | No change | 25,396 | $583K |
| Koss-Olinger Consulting, LLC | 0.05% | No change | 24,382 | $559K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.6% | 24,342 | $559K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +64.6% | 23,465 | $539K |
| GTS Securities LLC | 0.02% | New | 23,221 | $533K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -7.7% | 23,078 | $530K |
| Grant Street Asset Management, Inc. | 0.11% | Add +1.0% | 23,039 | $529K |
| Harbour Investments, Inc. | 0.01% | Add +20.5% | 22,667 | $520K |
| RVW Wealth, LLC | 0.04% | Add +0.9% | 22,461 | $515K |
| RFP Financial Group LLC | 0.21% | Reduce -21.6% | 22,433 | $515K |
| Regal Investment Advisors LLC | 0.03% | Reduce -15.5% | 22,294 | $512K |
| Tableaux LLC | 0.20% | Add +4.5% | 22,095 | $507K |
| Yoder Wealth Management, Inc. | 0.24% | Add +18.4% | 21,831 | $501K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Add +0.9% | 21,362 | $490K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 21,193 | $486K |
| Signature Wealth Management Group | 0.19% | Reduce -21.6% | 21,001 | $482K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 21,000 | $482K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -7.0% | 20,805 | $477K |
| Greenfield Savings Bank | 0.20% | Add +5.8% | 20,730 | $476K |
| AQR Capital Management | 0.00% | New | 20,387 | $468K |
| Cerity Partners LLC | 0.00% | No change | 20,278 | $465K |
| Principal Securities, Inc. | 0.01% | Reduce -0.1% | 20,052 | $460K |
| CNB Bank | 0.19% | New | 20,022 | $460K |
| Independent Advisor Alliance | 0.01% | Add +62.7% | 19,993 | $459K |
| Focused Wealth Management, Inc | 0.05% | Add +3.5% | 19,710 | $452K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.15% | Add +1.8% | 18,983 | $436K |
| Csenge Advisory Group | 0.02% | New | 18,878 | $433K |
| Crews Bank & Trust | 0.06% | Reduce -6.5% | 18,740 | $430K |
| Chesley Taft & Associates LLC | 0.02% | No change | 18,600 | $427K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +9.4% | 17,500 | $402K |
| Koshinski Asset Management, Inc. | 0.03% | Add +4.4% | 17,157 | $394K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -2.7% | 17,067 | $392K |
| Novem Group | 0.05% | Reduce -51.4% | 16,929 | $389K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 16,715 | $384K |
| Leo Wealth, LLC | 0.05% | Reduce -50.1% | 16,701 | $383K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +48.0% | 16,533 | $379K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 16,501 | $379K |
| Beacon Financial Planning, Inc. | 0.19% | Add +0.7% | 16,181 | $371K |
| Towne Trust Company, N.A | 0.12% | Add +6.7% | 16,000 | $367K |
| Visionary Wealth Advisors | 0.02% | Add +31.4% | 15,861 | $364K |
| STAR Financial Bank | 0.21% | Reduce -83.1% | 15,328 | $352K |
| Evexia Wealth LLC | 0.10% | Add +5.7% | 15,255 | $350K |
| Kestra Investment Management, LLC | 0.01% | Add +0.0% | 15,181 | $348K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 14,700 | $337K |
| Berger Financial Group, Inc | 0.02% | Reduce -12.0% | 14,343 | $329K |
| Mairs & Power Inc. | 0.00% | Reduce -77.9% | 3,150 | $327K |
| Opus Capital Group, LLC | 0.04% | New | 14,150 | $325K |
| World Investment Advisors | 0.01% | Reduce -10.1% | 14,028 | $322K |
| IFG Advisory, LLC | 0.01% | Add +24.3% | 13,941 | $320K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.32% | No change | 13,915 | $319K |
| Rossmore Private Capital | 0.03% | Add +58.3% | 13,890 | $319K |
| Liberty Wealth Management LLC | 0.04% | Add +0.9% | 13,613 | $312K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Add +42.9% | 13,559 | $311K |
| Hills Bank & Trust Co | 0.02% | Add +7.2% | 13,542 | $311K |
| Flavin Financial Services, Inc. | 0.22% | Reduce -92.3% | 13,394 | $307K |
| FMR LLC | 0.00% | Add +1479.3% | 13,392 | $307K |
| Autumn Glory Partners, LLC | 0.12% | Add +8.3% | 13,111 | $301K |
| Cooper Financial Group | 0.03% | Add +0.8% | 12,614 | $289K |
| Mattern Capital Management, LLC | 0.03% | No change | 12,606 | $289K |
| Moneco Advisors, LLC | 0.02% | No change | 12,588 | $289K |
| 4J Wealth Management LLC | 0.16% | Add +0.2% | 12,210 | $280K |
| McLean Asset Management Corp | 0.06% | New | 12,019 | $275K |
| World Equity Group, Inc. | 0.06% | New | 11,932 | $274K |
| Sigma Planning Corp | 0.01% | Reduce -75.8% | 11,771 | $270K |
| Comerica Bank | 0.00% | Reduce -4.0% | 11,713 | $269K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +11.7% | 11,587 | $266K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +14.4% | 11,558 | $265K |
| Great Diamond Partners, LLC | 0.05% | New | 11,514 | $264K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 11,495 | $264K |
| Legacy Private Trust Co. | 0.02% | Add +16.9% | 11,428 | $262K |
| United Community Bank | 0.08% | No change | 11,170 | $256K |
| Hamel Associates, Inc. | 0.08% | Add +8.9% | 11,118 | $255K |
| National Bank of Canada | 0.00% | Add +42.4% | 11,047 | $253K |
| Advisory Services Network, LLC | 0.00% | Add +20.5% | 11,036 | $253K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,027 | $253K |
| James Investment Research, Inc. | 0.03% | Reduce -12.0% | 11,000 | $252K |
| Cherry Tree Wealth Management, LLC | 0.06% | Add +55.7% | 10,995 | $252K |
| Cyr Financial Inc. | 0.17% | New | 10,906 | $250K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +0.2% | 10,902 | $250K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 10,708 | $246K |
| Savant Capital, LLC | 0.00% | Reduce -32.5% | 10,137 | $233K |
| Mascoma Wealth Management LLC | 0.05% | No change | 9,988 | $229K |
| Guidance Point Advisors, LLC | 0.05% | New | 9,501 | $218K |
| Mgo One Seven LLC | 0.01% | New | 9,476 | $217K |
| Independent Financial Group, LLC | 0.01% | Add +6.7% | 9,391 | $216K |
| Pineridge Advisors LLC | 0.06% | Add +1.0% | 9,304 | $214K |
| Focus Financial Network, Inc. | 0.01% | New | 9,228 | $212K |
| Lokken Investment Group LLC | 0.07% | No change | 9,109 | $209K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 9,070 | $208K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 9,055 | $207K |
| DecisionMap Wealth Management, LLC | 0.13% | No change | 8,890 | $204K |
| IHT Wealth Management, LLC | 0.01% | Add +0.4% | 8,848 | $203K |
| Farther Finance Advisors, LLC | 0.00% | Add +668.4% | 8,837 | $203K |
| Unified Investment Management | 0.20% | No change | 8,763 | $201K |
| Centaurus Financial, Inc. | 0.01% | New | 7,924 | $182K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,282 | $167K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.0% | 7,134 | $164K |
| AllSquare Wealth Management LLC | 0.08% | No change | 6,904 | $158K |
| Black Cypress Capital Management, LLC | 0.09% | Add +66.3% | 5,018 | $115K |
| Atlantic Union Bankshares Corp | 0.00% | New | 4,078 | $94K |
| Costello Asset Management, INC | 0.03% | Reduce -52.1% | 3,876 | $89K |
| Princeton Global Asset Management LLC | 0.01% | No change | 3,500 | $80K |
| Hara Capital LLC | 0.05% | No change | 3,346 | $77K |
| JPMorgan Chase & Co. | 0.00% | Add +158.7% | 3,342 | $77K |
| Private Trust Co. NA | 0.01% | No change | 3,293 | $76K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,244 | $74K |
| AE Wealth Management LLC | 0.00% | Add +5.4% | 3,116 | $72K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 2,939 | $67K |
| 2UniFi Bank | 0.03% | Reduce -16.3% | 2,679 | $61K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $57K |
| Fifth Third Bancorp | 0.00% | No change | 2,185 | $50K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,055 | $47K |
| Eastern Bank | 0.00% | No change | 1,990 | $46K |
| Bank of Montreal | 0.00% | Reduce -53.7% | 1,642 | $38K |
| MCF Advisors LLC | 0.00% | New | 1,254 | $29K |
| 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 |
| Balentine LLC | 0.00% | No change | 1,098 | $25K |
| Robbins Farley | 0.01% | Reduce -32.7% | 921 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 803 | $18K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 800 | $18K |
| First PREMIER Bank | 0.00% | No change | 729 | $17K |
| Spire Wealth Management | 0.00% | New | 662 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 589 | $14K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| Clearstead Advisors, LLC | 0.00% | New | 198 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 172 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 89 | $2K |
| 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.