iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q4 2025 (December 31)312holders +19
33new positions
18sold out
1famous investor
$22.88avg. 13F price*
At the end of Q4 2025, 312 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, up 19 from Q3 2025. 33 opened new positions and 18 sold out. The largest holders were HM Payson & Co. ($150.0M), NorthCoast Asset Management LLC ($107.9M) and Morgan Stanley ($90.9M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $54.4M |
| Exits | 18 | $34.0M |
All 13F filers, Q3 2025 → Q4 2025: 13,246,117 shares bought and 6,465,209 shares sold, net +6,780,908 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 312 holders
| HM Payson & Co. | 2.12% | Add +19.0% | 6,558,915 | $150.0M |
| NorthCoast Asset Management LLC | 2.39% | Reduce -5.6% | 4,714,898 | $107.9M |
| Morgan Stanley | 0.01% | Add +2.0% | 3,975,244 | $90.9M |
| Bank of America Corp. | 0.01% | Add +11.3% | 3,973,966 | $90.9M |
| Mercer Global Advisors Inc. | 0.10% | Add +126.0% | 2,842,417 | $65.0M |
| Bailard, Inc. | 1.43% | Reduce -8.8% | 2,824,210 | $64.6M |
| Wells Fargo & Company | 0.01% | Add +4.8% | 2,511,781 | $57.5M |
| Capital Investment Advisors, LLC | 0.87% | Add +4.8% | 2,488,875 | $56.9M |
| Raymond James Financial Inc. | 0.02% | Add +40.0% | 2,270,001 | $51.9M |
| LPL Financial LLC | 0.01% | Add +50.1% | 2,249,853 | $51.5M |
| NewEdge Advisors, LLC | 0.15% | Reduce -4.5% | 1,817,907 | $41.6M |
| United Capital Financial Advisors, LLC | 0.23% | Add +26.7% | 1,686,300 | $38.6M |
| Financial Advisory Corp | 5.40% | Add +9.2% | 1,624,264 | $37.2M |
| UBS Group AG | 0.01% | Add +5.5% | 1,585,824 | $36.3M |
| Summitry LLC | 1.45% | Add +3.0% | 1,522,715 | $34.8M |
| Integrated Wealth Concepts LLC | 0.40% | Add +3.4% | 1,467,977 | $33.6M |
| Stratos Wealth Advisors, LLC | 1.61% | Reduce -2.0% | 1,453,846 | $33.3M |
| Connecticut Wealth Management, LLC | 1.32% | Add +27.7% | 1,327,463 | $30.4M |
| Apollon Wealth Management, LLC | 0.43% | Add +6.8% | 1,074,034 | $24.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.37% | Add +3.7% | 1,059,220 | $24.2M |
| Carnegie Investment Counsel | 0.37% | Add +10.6% | 877,139 | $20.1M |
| Krilogy Financial LLC | 0.68% | Add +7.2% | 867,383 | $19.9M |
| Horizon Advisory Services, Inc. | 9.96% | New | 860,483 | $19.7M |
| Moseley Investment Management Inc. | 5.82% | Add +124.5% | 822,855 | $18.8M |
| Osaic Holdings, Inc. | 0.03% | Add +13.7% | 789,197 | $18.1M |
| Denver PWM, LLC | 5.98% | No change | 780,983 | $17.9M |
| Apella Capital, LLC | 0.35% | Add +60.6% | 766,927 | $17.5M |
| MKT Advisors LLC | 5.90% | Add +35.8% | 755,316 | $17.3M |
| Heartwood Wealth Advisors LLC | 1.49% | Add +2.2% | 708,473 | $16.2M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +1.0% | 675,295 | $15.4M |
| MV Capital Management, Inc. | 1.45% | Add +10.9% | 659,601 | $15.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -24.1% | 624,750 | $14.3M |
| Focus Partners Wealth | 0.02% | Reduce -81.1% | 588,408 | $13.5M |
| Cwm, LLC | 0.03% | Add +475.2% | 562,434 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +12.7% | 532,095 | $12.2M |
| Scissortail Wealth Management, LLC | 2.74% | Add +5.5% | 526,067 | $12.0M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 519,265 | $11.9M |
| Wealth Management Strategies, Inc. | 5.46% | Add +5.4% | 518,098 | $11.9M |
| Sound View Wealth Advisors Group, LLC | 0.76% | Add +69.5% | 494,443 | $11.3M |
| Delta Wealth Advisors LLC | 9.43% | Add +2.1% | 492,638 | $11.3M |
| Asset Advisors Investment Management, LLC | 1.00% | Add +7.0% | 474,139 | $10.8M |
| BIP Wealth, LLC | 0.37% | New | 461,910 | $10.6M |
| Global Retirement Partners, LLC | 0.19% | Add +11.6% | 461,906 | $10.6M |
| Juno Financial Group LLC | 4.21% | — | 460,294 | $10.5M |
| Baird Financial Group, Inc. | 0.02% | Add +17.5% | 457,326 | $10.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.43% | Add +4.9% | 451,747 | $10.3M |
| CreativeOne Wealth, LLC | 0.25% | Add +758.6% | 448,425 | $10.3M |
| Stifel Financial Corp. | 0.01% | Add +5.9% | 446,629 | $10.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +3.2% | 419,785 | $9.6M |
| Cornerstone Planning, LLC | 2.17% | — | 407,892 | $9.3M |
| Mariner, LLC | 0.01% | Add +4.9% | 405,997 | $9.3M |
| Stephens Consulting, LLC | 2.94% | Add +1.6% | 397,664 | $9.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +18.9% | 396,586 | $9.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +20.5% | 396,356 | $9.1M |
| McGuire Investment Group, LLC | 0.96% | Add +11.4% | 390,806 | $8.9M |
| Shelton Wealth Management, LLC | 3.75% | Add +6.0% | 376,011 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.6% | 341,310 | $7.8M |
| Titleist Asset Management, LLC | 0.62% | Add +3.4% | 334,631 | $7.7M |
| Midwest Professional Planners, LTD. | 1.75% | Add +10.3% | 323,594 | $7.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +28.9% | 320,738 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Add +11.4% | 319,181 | $7.3M |
| PSI Advisors, LLC | 1.80% | Add +542.2% | 312,794 | $7.2M |
| Eldridge Investment Advisors, Inc. | 1.56% | Add +27.8% | 308,953 | $7.1M |
| CENTRAL TRUST Co | 0.13% | Reduce -10.3% | 292,852 | $6.7M |
| BlackRock, Inc. | 0.00% | Add +65.8% | 277,468 | $6.3M |
| Asset Dedication, LLC | 0.41% | Add +320.5% | 271,240 | $6.2M |
| Trinity Wealth Management, LLC | 2.18% | Add +630.1% | 258,390 | $5.9M |
| Rebalance, LLC | 0.34% | Add +26.3% | 258,063 | $5.9M |
| Atlantic Private Wealth, LLC | 3.74% | Add +7.5% | 255,888 | $5.9M |
| KOM Wealth Management Group, LLC | 3.95% | Reduce -1.4% | 244,141 | $5.6M |
| Leavell Investment Management, Inc. | 0.23% | Add +4.3% | 241,706 | $5.5M |
| Lido Advisors, LLC | 0.02% | Add +0.1% | 239,564 | $5.5M |
| Prospera Financial Services Inc | 0.09% | Add +3.8% | 225,918 | $5.2M |
| Boston Family Office LLC | 0.32% | Reduce -7.6% | 220,514 | $5.0M |
| Parkside Financial Bank & Trust | 0.37% | New | 218,579 | $5.0M |
| Archer Investment Corp | 1.10% | New | 213,686 | $4.9M |
| Probity Advisors, Inc. | 0.77% | Add +25.7% | 209,102 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -79.1% | 208,615 | $4.8M |
| Captrust Financial Advisors | 0.01% | Add +18.1% | 206,708 | $4.7M |
| Americana Partners, LLC | 0.12% | Reduce -0.3% | 192,574 | $4.4M |
| MML Investors Services, LLC | 0.01% | Add +7.2% | 191,620 | $4.4M |
| D.A. Davidson & Co. | 0.03% | Reduce -10.4% | 190,610 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.4% | 188,574 | $4.3M |
| Private Advisor Group, LLC | 0.02% | Add +2.5% | 175,123 | $4.0M |
| Stockman Wealth Management, Inc. | 0.47% | Add +11.7% | 174,836 | $4.0M |
| Belpointe Asset Management LLC | 0.14% | Add +269.6% | 174,769 | $4.0M |
| Gradient Investments LLC | 0.06% | Reduce -5.4% | 171,021 | $3.9M |
| MAI Capital Management | 0.02% | Add +2.3% | 170,497 | $3.9M |
| Howland Capital Management LLC | 0.15% | Add +1.4% | 167,255 | $3.8M |
| Signaturefd, LLC | 0.06% | Add +7.6% | 160,879 | $3.7M |
| Wealthspire Advisors, LLC | 0.03% | Add +11.3% | 156,047 | $3.6M |
| Accretive Wealth Partners, LLC | 1.01% | Add +3.3% | 148,230 | $3.4M |
| Littlejohn Financial Services, Inc. | 2.44% | Add +7.7% | 144,853 | $3.3M |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 144,000 | $3.3M |
| Portland Global Advisors LLC | 0.34% | Add +18.2% | 139,045 | $3.2M |
| Mesirow Financial Investment Management, Inc. | 0.06% | Reduce -54.1% | 136,441 | $3.1M |
| True Link Financial Advisors, LLC | 0.19% | Add +103.9% | 136,340 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Add +1.8% | 126,958 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -7.0% | 118,987 | $2.7M |
| Lantz Financial LLC | 0.57% | Reduce -4.8% | 117,566 | $2.7M |
"% 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.