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 |
| Centennial Advisors, LLC | 3.48% | — | 117,251 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +0.3% | 111,356 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +5.5% | 109,429 | $2.5M |
| Compound Planning, Inc. | 0.07% | New | 107,006 | $2.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.51% | New | 103,952 | $2.4M |
| First National Bank of Omaha | 0.07% | New | 103,768 | $2.4M |
| Hughes Financial Services, LLC | 0.37% | Reduce -0.2% | 102,266 | $2.3M |
| IFP Advisors, Inc | 0.05% | Add +10.1% | 102,035 | $2.3M |
| TFR Capital, LLC. | 0.76% | Add +7.1% | 100,335 | $2.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.7% | 100,278 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.5% | 94,483 | $2.2M |
| Associated Banc-Corp | 0.05% | Add +3.9% | 92,886 | $2.1M |
| Gould Asset Management LLC | 0.38% | Add +0.9% | 92,573 | $2.1M |
| Mill Creek Capital Advisors, LLC | 0.04% | Add +95.7% | 89,775 | $2.1M |
| Brookstone Capital Management | 0.02% | Add +17.8% | 89,432 | $2.0M |
| Phillips Financial Management, LLC | 0.13% | Add +27.5% | 88,291 | $2.0M |
| Sunbeam Capital Management, LLC | 1.20% | Add +1.2% | 88,191 | $2.0M |
| Creative Planning | 0.00% | Add +24.3% | 85,563 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.28% | Add +36.7% | 85,525 | $2.0M |
| Northstar Group, Inc. | 0.27% | Reduce -0.2% | 84,695 | $1.9M |
| Old Port Advisors | 0.46% | Reduce -8.8% | 82,229 | $1.9M |
| Fourth Dimension Wealth, LLC | 0.68% | Add +87.8% | 81,834 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +95.7% | 78,240 | $1.8M |
| Keeler Thomas Management LLC | 0.85% | Reduce -3.2% | 77,708 | $1.8M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +35.1% | 77,677 | $1.8M |
| Drive Wealth Management, LLC | 0.33% | Reduce -7.1% | 73,629 | $1.7M |
| Montag A & Associates Inc. | 0.08% | Reduce -2.9% | 73,277 | $1.7M |
| Montecito Bank & Trust | 0.27% | Add +4.3% | 73,200 | $1.7M |
| KFG Wealth Management, LLC | 0.22% | Add +105.5% | 71,535 | $1.6M |
| Modera Wealth Management, LLC | 0.02% | Add +33.0% | 70,392 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +620.1% | 68,236 | $1.6M |
| Modern Wealth Management, LLC | 0.03% | Add +53.5% | 67,918 | $1.6M |
| Reliant Wealth Planning | 0.47% | Add +3.4% | 66,151 | $1.5M |
| Summit Wealth Partners, LLC | 0.27% | Add +0.1% | 64,013 | $1.5M |
| Endowment Wealth Management, Inc. | 0.67% | New | 63,636 | $1.5M |
| Heartland Bank & Trust Co | 0.61% | No change | 63,074 | $1.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.8% | 62,913 | $1.4M |
| Trust Co | 0.13% | Reduce -2.1% | 62,886 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.20% | Add +1.2% | 62,798 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.11% | Add +257.1% | 62,500 | $1.4M |
| Austin Private Wealth, LLC | 0.11% | Add +0.4% | 62,239 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Add +34.2% | 61,967 | $1.4M |
| Riverchase Wealth Management, LLC | 0.76% | Add +27.7% | 60,883 | $1.4M |
| International Assets Investment Management, LLC | 0.09% | Reduce -5.0% | 60,111 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.0% | 57,906 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +39.9% | 56,308 | $1.3M |
| Essential Planning, LLC. | 0.41% | Reduce -1.7% | 56,142 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.07% | Reduce -18.3% | 53,610 | $1.2M |
| Horizons Wealth Management | 0.80% | Add +11.2% | 52,772 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +5.0% | 48,603 | $1.1M |
| Foundry Financial Group, Inc. | 0.55% | Reduce -27.7% | 48,104 | $1.1M |
| Barrett & Company, Inc. | 0.36% | Add +11.9% | 47,836 | $1.1M |
| High Note Wealth, LLC | 0.21% | Add +25.9% | 46,371 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 46,269 | $1.1M |
| Compass Ion Advisors, LLC | 0.10% | No change | 45,924 | $1.1M |
| Rossmore Private Capital | 0.09% | Add +226.5% | 45,356 | $1.0M |
| Jim Saulnier & Associates, LLC | 0.53% | Reduce -2.3% | 45,089 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -84.9% | 44,515 | $1.0M |
| Straight Path Wealth Management | 0.25% | Add +46.4% | 39,788 | $910K |
| Black Swift Group, LLC | 0.15% | Reduce -29.5% | 39,670 | $907K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +5.0% | 37,646 | $861K |
| Element Wealth, LLC | 0.35% | Reduce -1.5% | 37,215 | $851K |
| Stonebridge Financial Group, LLC | 0.07% | Reduce -48.0% | 34,571 | $791K |
| SCS Capital Management LLC | 0.01% | Reduce -66.2% | 34,233 | $783K |
| Savvy Advisors, Inc. | 0.02% | Add +8.2% | 30,105 | $689K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.5% | 29,812 | $682K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +21.6% | 29,656 | $678K |
| Cibc World Market Inc. | 0.00% | No change | 28,655 | $656K |
| Regions Financial Corp. | 0.00% | Reduce -47.8% | 28,605 | $654K |
| Snowden Capital Advisors LLC | 0.02% | Add +0.1% | 28,456 | $651K |
| Pure Financial Advisors, LLC | 0.01% | Add +1.4% | 27,714 | $634K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.8% | 27,615 | $632K |
| Coldstream Capital Management Inc. | 0.01% | Add +18.9% | 27,449 | $628K |
| Csenge Advisory Group | 0.03% | Add +44.8% | 27,337 | $625K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Add +23.7% | 26,425 | $604K |
| Madden Advisory Services, Inc. | 0.24% | Reduce -1.2% | 25,767 | $589K |
| Churchill Financial Advisors, LLC | 0.18% | — | 25,445 | $582K |
| PNC Financial Services Group, Inc. | 0.00% | Add +19.3% | 25,275 | $578K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 24,342 | $557K |
| Cerity Partners LLC | 0.00% | Add +18.8% | 24,090 | $551K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 23,465 | $537K |
| Grant Street Asset Management, Inc. | 0.11% | Add +1.3% | 23,344 | $534K |
| Yoder Wealth Management, Inc. | 0.24% | Add +6.4% | 23,231 | $531K |
| Tableaux LLC | 0.37% | Reduce -0.6% | 21,965 | $523K |
| Leo Wealth, LLC | 0.04% | Add +32.8% | 22,171 | $507K |
| Washington Trust Advisors, Inc. | 0.04% | Add +6.0% | 22,064 | $505K |
| Principal Securities, Inc. | 0.01% | Add +9.1% | 21,876 | $500K |
| Regal Investment Advisors LLC | 0.03% | Reduce -4.2% | 21,349 | $488K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.3% | 21,232 | $486K |
| Signature Wealth Management Group | 0.20% | No change | 21,001 | $480K |
| OneDigital Investment Advisors LLC | 0.00% | New | 21,001 | $480K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 21,000 | $480K |
| Level Four Advisory Services, LLC | 0.02% | New | 20,457 | $468K |
| AQR Capital Management | 0.00% | No change | 20,387 | $466K |
| Daybright Advisory Services, Inc. | 0.12% | — | 20,276 | $464K |
| Focused Wealth Management, Inc | 0.05% | Add +1.9% | 20,095 | $460K |
| Simplicity Wealth,LLC | 0.03% | New | 20,084 | $459K |
| Advisory Services Network, LLC | 0.01% | Add +79.3% | 19,792 | $453K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.15% | Add +1.4% | 19,243 | $440K |
| Great Diamond Partners, LLC | 0.08% | Add +63.4% | 18,809 | $430K |
| Chesley Taft & Associates LLC | 0.02% | No change | 18,600 | $425K |
| Kovack Advisors, Inc. | 0.02% | New | 18,599 | $425K |
| Raab & Moskowitz Asset Management LLC | 0.09% | Add +36.8% | 18,543 | $424K |
| Pinnacle Bancorp, Inc. | 0.12% | Reduce -28.3% | 18,202 | $416K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +8.3% | 17,908 | $410K |
| Koshinski Asset Management, Inc. | 0.03% | Add +2.6% | 17,601 | $403K |
| Kastel Capital Advisors, LLC | 0.24% | — | 17,272 | $395K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +1.2% | 17,267 | $395K |
| Crews Bank & Trust | 0.06% | Reduce -9.9% | 16,890 | $386K |
| Beacon Financial Planning, Inc. | 0.19% | Add +4.3% | 16,879 | $386K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 16,715 | $382K |
| Towne Trust Company, N.A | 0.12% | Add +3.8% | 16,600 | $380K |
| Independent Financial Group, LLC | 0.01% | Add +75.8% | 16,513 | $378K |
| Opus Capital Group, LLC | 0.04% | Add +9.2% | 15,457 | $354K |
| Visionary Wealth Advisors | 0.02% | Reduce -2.8% | 15,414 | $353K |
| Kestra Investment Management, LLC | 0.01% | Add +0.4% | 15,237 | $349K |
| LBMC Investment Advisors, LLC | 0.02% | Add +67.5% | 15,190 | $347K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +28.9% | 14,898 | $341K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1.2% | 14,877 | $340K |
| IFG Advisory, LLC | 0.01% | Add +3.9% | 14,484 | $331K |
| Berger Financial Group, Inc | 0.02% | No change | 14,343 | $328K |
| Mairs & Power Inc. | 0.00% | Add +352.5% | 14,255 | $326K |
| Advisor OS, LLC | 0.03% | New | 14,240 | $326K |
| Decker Wealth Management LLC | 0.07% | — | 14,070 | $322K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.26% | No change | 13,915 | $318K |
| Liberty Wealth Management LLC | 0.04% | Add +1.1% | 13,767 | $315K |
| Novem Group | 0.04% | Reduce -18.9% | 13,722 | $314K |
| Hills Bank & Trust Co | 0.02% | Add +1.2% | 13,710 | $314K |
| STAR Financial Bank | 0.16% | Reduce -10.9% | 13,656 | $312K |
| Autumn Glory Partners, LLC | 0.11% | Add +0.5% | 13,170 | $301K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +10.8% | 12,842 | $294K |
| Cooper Financial Group | 0.03% | Add +1.1% | 12,752 | $292K |
| Mattern Capital Management, LLC | 0.03% | No change | 12,606 | $288K |
| World Equity Group, Inc. | 0.08% | Add +5.5% | 12,588 | $288K |
| Moneco Advisors, LLC | 0.02% | No change | 12,588 | $288K |
| FMR LLC | 0.00% | Reduce -6.8% | 12,475 | $285K |
| Princeton Global Asset Management LLC | 0.05% | Add +255.1% | 12,430 | $284K |
| 4J Wealth Management LLC | 0.16% | Add +0.3% | 12,242 | $280K |
| World Investment Advisors | 0.00% | Reduce -13.4% | 12,147 | $278K |
| McLean Asset Management Corp | 0.05% | No change | 12,019 | $275K |
| Comerica Bank | 0.00% | Reduce -0.8% | 11,616 | $266K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +0.1% | 11,502 | $263K |
| Cherry Tree Wealth Management, LLC | 0.06% | Add +4.0% | 11,432 | $262K |
| O'Brien Wealth Partners LLC | 0.03% | New | 11,055 | $253K |
| RFP Financial Group LLC | 0.12% | Reduce -50.8% | 11,047 | $253K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,027 | $252K |
| James Investment Research, Inc. | 0.03% | No change | 11,000 | $252K |
| Blue Square Asset Management, LLC | 0.11% | New | 10,925 | $250K |
| Alessandra Capital Management, LLC | 0.21% | — | 10,500 | $240K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -3.7% | 10,315 | $236K |
| Hanover Advisors Inc. | 0.09% | New | 10,306 | $236K |
| Savant Capital, LLC | 0.00% | Reduce -1.5% | 9,987 | $228K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -9.0% | 9,924 | $227K |
| Flavin Financial Services, Inc. | 0.16% | Reduce -26.0% | 9,914 | $227K |
| Legacy Private Trust Co. | 0.01% | Reduce -14.6% | 9,758 | $223K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -41.0% | 9,740 | $223K |
| Guidance Point Advisors, LLC | 0.05% | Add +2.4% | 9,728 | $223K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -4.5% | 9,544 | $218K |
| Focus Financial Network, Inc. | 0.01% | Add +1.1% | 9,328 | $213K |
| DecisionMap Wealth Management, LLC | 0.13% | Add +4.3% | 9,270 | $212K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.3% | 9,213 | $211K |
| Dudley Capital Management, LLC | 0.09% | New | 9,125 | $209K |
| Dakota Wealth Management | 0.00% | New | 9,109 | $208K |
| CGN Advisors LLC | 0.02% | New | 9,058 | $207K |
| Centaurus Financial, Inc. | 0.01% | Add +11.3% | 8,818 | $202K |
| Private Management Group Inc. | 0.01% | New | 8,825 | $202K |
| VestGen Advisors, LLC | 0.01% | New | 8,817 | $202K |
| Unified Investment Management | 0.20% | No change | 8,763 | $200K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.0% | 7,279 | $167K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.0% | 7,136 | $163K |
| Laurel Wealth Advisors LLC | 0.02% | New | 6,200 | $142K |
| Parallel Advisors, LLC | 0.00% | New | 5,929 | $136K |
| Prosperity Bancshares Inc | 0.11% | — | 5,305 | $121K |
| Black Cypress Capital Management, LLC | 0.08% | Add +1.6% | 5,100 | $117K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,078 | $93K |
| CNB Bank | 0.04% | Reduce -80.2% | 3,966 | $91K |
| Costello Asset Management, INC | 0.03% | Add +1.3% | 3,927 | $90K |
| Toth Financial Advisory Corp. | 0.01% | New | 3,612 | $83K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 3,518 | $80K |
| National Bank of Canada | 0.00% | Reduce -68.6% | 3,469 | $79K |
| Hara Capital LLC | 0.04% | No change | 3,346 | $77K |
| JPMorgan Chase & Co. | 0.00% | No change | 3,342 | $76K |
| AE Wealth Management LLC | 0.00% | Reduce -0.6% | 3,096 | $71K |
| Bogart Wealth, LLC | 0.00% | Reduce -8.3% | 2,976 | $68K |
| 2UniFi Bank | 0.03% | No change | 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 |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2,115 | $48K |
| TD Capital Management LLC | 0.00% | Add +1.4% | 2,083 | $48K |
| Eastern Bank | 0.00% | No change | 1,990 | $46K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,989 | $45K |
| Clayton Financial Group LLC | 0.02% | New | 1,955 | $45K |
| Bank of Montreal | 0.00% | Add +1.3% | 1,663 | $38K |
| NorthAvenue LLC | 0.03% | — | 1,381 | $32K |
| Clearstead Trust, LLC | 0.00% | New | 1,301 | $30K |
| MCF Advisors LLC | 0.00% | Add +1.8% | 1,276 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,200 | $27K |
| Balentine LLC | 0.00% | No change | 1,098 | $25K |
| AlphaCore Capital LLC | 0.00% | New | 983 | $22K |
| Robbins Farley | 0.01% | Reduce -4.0% | 884 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.3% | 813 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 800 | $18K |
| First PREMIER Bank | 0.00% | Add +4.1% | 759 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 589 | $13K |
| SageView Advisory Group, LLC | 0.00% | New | 550 | $13K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -83.5% | 486 | $11K |
| Gilpin Wealth Management, LLC | 0.01% | — | 370 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 341 | $8K |
| Sfam, LLC | 0.00% | — | 197 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.2% | 174 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $114 |
"% 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.