iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q1 2026 (March 31)323holders +11
35new positions
20sold out
2famous investors
$22.91avg. 13F price*
At the end of Q1 2026, 323 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, up 11 from Q4 2025. 35 opened new positions and 20 sold out. The largest holders were HM Payson & Co. ($135.4M), NorthCoast Asset Management LLC ($104.2M) and Bank of America Corp. ($95.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $42.1M |
| Exits | 20 | $25.4M |
All 13F filers, Q4 2025 → Q1 2026: 7,738,082 shares bought and 8,596,765 shares sold, net −858,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 323 holders
| HM Payson & Co. | 1.95% | Reduce -9.9% | 5,908,223 | $135.4M |
| NorthCoast Asset Management LLC | 2.42% | Reduce -3.5% | 4,548,891 | $104.2M |
| Bank of America Corp. | 0.01% | Add +4.5% | 4,153,434 | $95.2M |
| Morgan Stanley | 0.01% | Add +2.6% | 4,079,412 | $93.5M |
| Mercer Global Advisors Inc. | 0.09% | Reduce -11.2% | 2,523,496 | $57.8M |
| Capital Investment Advisors, LLC | 0.83% | Reduce -0.1% | 2,485,262 | $56.9M |
| LPL Financial LLC | 0.01% | Add +6.5% | 2,394,873 | $54.9M |
| Wells Fargo & Company | 0.01% | Reduce -5.9% | 2,364,114 | $54.2M |
| NewEdge Advisors, LLC | 0.16% | Add +6.1% | 1,928,881 | $44.2M |
| United Capital Financial Advisors, LLC | 0.26% | Add +10.3% | 1,859,979 | $42.6M |
| Connecticut Wealth Management, LLC | 1.73% | Add +35.6% | 1,799,794 | $41.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -25.5% | 1,690,530 | $38.7M |
| UBS Group AG | 0.01% | Add +1.3% | 1,606,656 | $36.8M |
| Bailard, Inc. | 0.85% | Reduce -43.1% | 1,606,184 | $36.8M |
| Financial Advisory Corp | 5.10% | Reduce -1.3% | 1,602,548 | $36.7M |
| Integrated Wealth Concepts LLC | 0.29% | Add +8.7% | 1,595,643 | $36.6M |
| Summitry LLC | 1.24% | Add +0.5% | 1,529,668 | $35.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +554.3% | 1,365,037 | $31.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.38% | Add +7.7% | 1,140,456 | $26.1M |
| Wealthspire Advisors, LLC | 0.18% | Add +556.4% | 1,024,244 | $23.5M |
| Krilogy Financial LLC | 0.68% | Add +6.1% | 920,103 | $21.0M |
| OneAscent Financial Services LLC | 1.12% | New | 906,070 | $20.8M |
| Horizon Advisory Services, Inc. | 10.31% | Add +2.1% | 878,276 | $20.1M |
| Moseley Investment Management Inc. | 6.15% | Add +2.4% | 842,161 | $19.3M |
| Carnegie Investment Counsel | 0.38% | Reduce -4.0% | 842,147 | $19.3M |
| Apella Capital, LLC | 0.26% | Add +1.3% | 776,694 | $17.8M |
| MKT Advisors LLC | 5.96% | Add +3.0% | 777,651 | $17.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.7% | 767,846 | $17.6M |
| MV Capital Management, Inc. | 1.56% | Add +5.5% | 695,613 | $15.9M |
| Stratos Wealth Partners, LTD. | 0.18% | Add +2.8% | 694,323 | $15.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.5% | 671,388 | $15.4M |
| Cwm, LLC | 0.04% | Add +19.1% | 669,629 | $15.3M |
| Denver PWM, LLC | 5.26% | Reduce -14.4% | 668,784 | $15.3M |
| BlackRock, Inc. | 0.00% | Add +138.1% | 660,616 | $15.1M |
| Focus Partners Wealth | 0.02% | Add +8.8% | 640,159 | $14.7M |
| Delta Wealth Advisors LLC | 10.74% | Add +25.0% | 615,926 | $14.1M |
| Scissortail Wealth Management, LLC | 2.82% | Add +16.5% | 613,073 | $14.0M |
| Stratos Wealth Advisors, LLC | 0.85% | Reduce -58.6% | 601,818 | $13.8M |
| BIP Wealth, LLC | 0.49% | Add +14.8% | 530,035 | $12.1M |
| Baird Financial Group, Inc. | 0.02% | Add +15.7% | 529,198 | $12.1M |
| Wealth Management Strategies, Inc. | 5.35% | Reduce -0.4% | 515,825 | $11.8M |
| Royal Bank of Canada | 0.00% | Reduce -5.1% | 492,933 | $11.3M |
| Sound View Wealth Advisors Group, LLC | 0.77% | Reduce -0.5% | 491,869 | $11.3M |
| Titleist Asset Management, LLC | 0.84% | Add +45.3% | 486,109 | $11.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | Add +7.4% | 485,330 | $11.1M |
| Asset Advisors Investment Management, LLC | 1.06% | Add +2.1% | 484,205 | $11.1M |
| CreativeOne Wealth, LLC | 0.25% | Add +6.2% | 476,200 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -11.0% | 473,377 | $10.8M |
| Stifel Financial Corp. | 0.01% | Add +1.8% | 454,690 | $10.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +1.9% | 427,655 | $9.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -0.2% | 395,704 | $9.1M |
| Mariner, LLC | 0.01% | Reduce -5.7% | 383,021 | $8.8M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -3.4% | 383,000 | $8.8M |
| McGuire Investment Group, LLC | 0.99% | Reduce -2.2% | 382,176 | $8.8M |
| Juno Financial Group LLC | 3.28% | Reduce -20.7% | 364,994 | $8.4M |
| Midwest Professional Planners, LTD. | 1.97% | Add +12.7% | 364,820 | $8.4M |
| Asset Dedication, LLC | 0.56% | Add +27.9% | 346,921 | $7.9M |
| PSI Advisors, LLC | 1.89% | Add +9.3% | 341,869 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.8% | 338,466 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 328,379 | $7.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -4.7% | 305,571 | $7.0M |
| Mesirow Financial Investment Management, Inc. | 0.11% | Add +111.6% | 288,723 | $6.6M |
| CENTRAL TRUST Co | 0.12% | Reduce -8.7% | 267,533 | $6.1M |
| Trinity Wealth Management, LLC | 2.23% | Add +2.5% | 264,712 | $6.1M |
| Rebalance, LLC | 0.33% | Reduce -3.3% | 249,667 | $5.7M |
| Atlantic Private Wealth, LLC | 3.64% | Reduce -5.1% | 242,839 | $5.6M |
| Leavell Investment Management, Inc. | 0.22% | Reduce -4.9% | 229,823 | $5.3M |
| Belpointe Asset Management LLC | 0.19% | Add +30.6% | 228,236 | $5.2M |
| Parkside Financial Bank & Trust | 0.38% | No change | 218,579 | $5.0M |
| MAI Capital Management | 0.03% | Add +26.5% | 215,696 | $4.9M |
| Archer Investment Corp | 1.05% | Add +0.7% | 215,198 | $4.9M |
| Lido Advisors, LLC | 0.02% | Reduce -13.3% | 207,737 | $4.8M |
| Captrust Financial Advisors | 0.01% | Reduce -3.1% | 200,249 | $4.6M |
| Eldridge Investment Advisors, Inc. | 1.00% | Reduce -35.2% | 200,301 | $4.6M |
| Stockman Wealth Management, Inc. | 0.49% | Add +11.2% | 194,445 | $4.5M |
| Americana Partners, LLC | 0.11% | Reduce -7.2% | 178,798 | $4.1M |
| Independent Advisor Alliance | 0.04% | New | 175,119 | $4.0M |
| MML Investors Services, LLC | 0.01% | Reduce -12.5% | 167,589 | $3.8M |
| Brookstone Capital Management | 0.04% | Add +85.3% | 165,722 | $3.8M |
| KOM Wealth Management Group, LLC | 2.53% | Reduce -33.6% | 162,085 | $3.7M |
| Howland Capital Management LLC | 0.15% | Reduce -3.9% | 160,665 | $3.7M |
| True Link Financial Advisors, LLC | 0.23% | Add +17.7% | 160,508 | $3.7M |
| Portland Global Advisors LLC | 0.39% | Add +13.4% | 157,733 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | New | 154,418 | $3.5M |
| Signaturefd, LLC | 0.05% | Reduce -4.1% | 154,245 | $3.5M |
| Accretive Wealth Partners, LLC | 0.99% | Add +3.4% | 153,244 | $3.5M |
| Gradient Investments LLC | 0.05% | Reduce -13.2% | 148,394 | $3.4M |
| Littlejohn Financial Services, Inc. | 2.39% | Reduce -4.3% | 138,571 | $3.2M |
| Cetera Investment Advisers | 0.00% | Reduce -4.2% | 137,900 | $3.2M |
| Lantz Financial LLC | 0.64% | Add +15.1% | 135,293 | $3.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -24.0% | 133,056 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Add +187.1% | 132,855 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Reduce -31.0% | 131,584 | $3.0M |
| Boston Family Office LLC | 0.19% | Reduce -42.7% | 126,260 | $2.9M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.9% | 125,764 | $2.9M |
| Probity Advisors, Inc. | 0.45% | Reduce -40.3% | 124,825 | $2.9M |
| Allworth Financial LP | 0.01% | Reduce -0.3% | 118,685 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +2.9% | 112,612 | $2.6M |
| Phillips Financial Management, LLC | 0.18% | Add +22.7% | 108,310 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -42.5% | 108,496 | $2.5M |
"% 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.