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 |
| Centennial Advisors, LLC | 3.13% | Reduce -8.5% | 107,317 | $2.5M |
| TFR Capital, LLC. | 0.74% | Add +4.8% | 105,204 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +3.3% | 103,622 | $2.4M |
| Compound Planning, Inc. | 0.07% | Reduce -3.8% | 102,918 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.0% | 98,217 | $2.3M |
| Crestmont Private Wealth LLC | 0.68% | New | 93,894 | $2.2M |
| Moulton Wealth Management, Inc. | 1.45% | New | 93,125 | $2.1M |
| Gould Asset Management LLC | 0.37% | Add +0.0% | 92,603 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Reduce -17.4% | 92,019 | $2.1M |
| Mill Creek Capital Advisors, LLC | 0.04% | No change | 89,775 | $2.1M |
| Steelhead Wealth Management LLC | 1.04% | — | 89,185 | $2.0M |
| Associated Banc-Corp | 0.05% | Reduce -4.0% | 89,132 | $2.0M |
| Sunbeam Capital Management, LLC | 1.16% | Add +0.6% | 88,703 | $2.0M |
| Creative Planning | 0.00% | Add +3.6% | 88,661 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.28% | Add +2.9% | 88,026 | $2.0M |
| Hughes Financial Services, LLC | 0.31% | Reduce -14.1% | 87,894 | $2.0M |
| IFP Advisors, Inc | 0.04% | Reduce -13.9% | 87,821 | $2.0M |
| Fourth Dimension Wealth, LLC | 0.76% | Add +6.2% | 86,893 | $2.0M |
| Northstar Group, Inc. | 0.29% | Add +2.1% | 86,495 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +258.9% | 86,466 | $2.0M |
| Csenge Advisory Group | 0.09% | Add +213.0% | 85,564 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +6.1% | 83,031 | $1.9M |
| First National Bank of Omaha | 0.06% | Reduce -20.4% | 82,550 | $1.9M |
| Modern Wealth Management, LLC | 0.03% | Add +17.5% | 79,812 | $1.8M |
| Endowment Wealth Management, Inc. | 0.80% | Add +24.2% | 79,035 | $1.8M |
| KFG Wealth Management, LLC | 0.23% | Add +10.4% | 78,961 | $1.8M |
| Mgo One Seven LLC | 0.03% | Add +10.4% | 75,337 | $1.7M |
| Money Concepts Capital Corp. | 0.09% | Add +18.6% | 73,460 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Add +3.1% | 72,602 | $1.7M |
| Montecito Bank & Trust | 0.27% | Reduce -2.0% | 71,751 | $1.6M |
| Summitpoint Capital Management | 2.05% | — | 70,680 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Reduce -7.1% | 68,089 | $1.6M |
| Old Port Advisors | 0.36% | Reduce -18.3% | 67,209 | $1.5M |
| Reliant Wealth Planning | 0.45% | Reduce -2.5% | 64,490 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.19% | Add +0.6% | 63,153 | $1.4M |
| Heartland Bank & Trust Co | 0.33% | No change | 63,074 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.11% | Reduce -1.6% | 61,500 | $1.4M |
| Summit Wealth Partners, LLC | 0.22% | Reduce -4.9% | 60,859 | $1.4M |
| Trust Co | 0.13% | Reduce -3.3% | 60,790 | $1.4M |
| Drive Wealth Management, LLC | 0.29% | Reduce -18.1% | 60,276 | $1.4M |
| Faithward Advisors, LLC | 0.19% | New | 58,864 | $1.3M |
| Riverchase Wealth Management, LLC | 0.70% | Reduce -3.9% | 58,501 | $1.3M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 57,906 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.4% | 57,666 | $1.3M |
| Essential Planning, LLC. | 0.41% | Reduce -0.7% | 55,734 | $1.3M |
| Compass Ion Advisors, LLC | 0.12% | Add +17.2% | 53,832 | $1.2M |
| Horizons Wealth Management | 0.80% | Reduce -0.5% | 52,493 | $1.2M |
| SCS Capital Management LLC | 0.01% | Add +51.1% | 51,719 | $1.2M |
| International Assets Investment Management, LLC | 0.08% | Reduce -16.1% | 50,429 | $1.2M |
| High Note Wealth, LLC | 0.22% | Add +6.1% | 49,207 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +0.6% | 48,868 | $1.1M |
| Rossmore Private Capital | 0.10% | Add +6.2% | 48,147 | $1.1M |
| Barrett & Company, Inc. | 0.38% | Reduce -0.2% | 47,737 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -11.6% | 47,388 | $1.1M |
| Madden Advisory Services, Inc. | 0.35% | Add +52.0% | 39,171 | $898K |
| Foundry Financial Group, Inc. | 0.44% | Reduce -18.9% | 38,990 | $893K |
| Great Diamond Partners, LLC | 0.17% | Add +106.6% | 38,858 | $890K |
| Element Wealth, LLC | 0.37% | Add +4.3% | 38,811 | $889K |
| Straight Path Wealth Management | 0.23% | Reduce -4.9% | 37,829 | $867K |
| Granite Harbor Advisors, Inc. | 0.37% | Reduce -1.4% | 37,121 | $851K |
| Duncker Streett & Co. Inc. | 0.15% | Add +44.5% | 35,182 | $806K |
| Savvy Advisors, Inc. | 0.02% | Add +15.5% | 34,770 | $797K |
| Jim Saulnier & Associates, LLC | 0.39% | Reduce -23.3% | 34,591 | $793K |
| PNC Financial Services Group, Inc. | 0.00% | Add +33.6% | 33,775 | $774K |
| Raab & Moskowitz Asset Management LLC | 0.17% | Add +80.0% | 33,373 | $765K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +6.3% | 31,679 | $726K |
| Tableaux LLC | 0.34% | Add +38.1% | 30,332 | $695K |
| Koss-Olinger Consulting, LLC | 0.06% | Add +0.2% | 29,715 | $681K |
| Black Swift Group, LLC | 0.12% | Reduce -25.6% | 29,520 | $676K |
| Pure Financial Advisors, LLC | 0.01% | Add +4.1% | 28,854 | $661K |
| Cibc World Market Inc. | 0.00% | No change | 28,655 | $657K |
| Beacon Financial Planning, Inc. | 0.25% | Add +69.0% | 28,522 | $654K |
| Mission Wealth Management, LP | 0.01% | New | 28,474 | $652K |
| Prospera Financial Services Inc | 0.01% | Reduce -87.8% | 27,643 | $633K |
| Cary Street Partners Financial LLC | 0.02% | No change | 27,615 | $633K |
| Mraz, Amerine & Associates, Inc. | 0.09% | New | 26,985 | $618K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Add +0.9% | 26,652 | $611K |
| Stonebridge Financial Group, LLC | 0.05% | Reduce -23.1% | 26,579 | $609K |
| Schmidt P J Investment Management Inc. | 0.10% | Add +166.7% | 26,462 | $606K |
| Jane Street Group, LLC | 0.00% | New | 26,156 | $599K |
| Churchill Financial Advisors, LLC | 0.13% | Add +2.0% | 25,961 | $595K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -10.9% | 25,343 | $581K |
| Cambridge Financial Group, LLC | 0.20% | New | 25,179 | $577K |
| Principal Securities, Inc. | 0.01% | Add +12.1% | 24,513 | $562K |
| Ellis Investment Partners, LLC | 0.10% | New | 24,007 | $550K |
| LBMC Investment Advisors, LLC | 0.03% | Add +57.5% | 23,920 | $548K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -46.3% | 23,894 | $548K |
| Harbour Investments, Inc. | 0.01% | Add +11.0% | 23,566 | $540K |
| Grant Street Asset Management, Inc. | 0.10% | Add +0.6% | 23,494 | $538K |
| Yoder Wealth Management, Inc. | 0.24% | No change | 23,231 | $532K |
| Washington Trust Advisors, Inc. | 0.04% | No change | 22,064 | $506K |
| Cascade Investment Group, Inc. | 0.33% | New | 21,612 | $495K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -21.3% | 21,593 | $495K |
| Signature Wealth Management Group | 0.18% | No change | 21,001 | $481K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 21,001 | $481K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 21,000 | $481K |
| Daybright Advisory Services, Inc. | 0.13% | Add +0.7% | 20,407 | $468K |
| AQR Capital Management | 0.00% | No change | 20,387 | $467K |
| Leo Wealth, LLC | 0.03% | Reduce -8.3% | 20,335 | $466K |
| Simplicity Wealth,LLC | 0.03% | Add +0.6% | 20,201 | $463K |
| Citadel Advisors | 0.00% | New | 19,861 | $455K |
| GTS Securities LLC | 0.02% | New | 19,788 | $453K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.3% | 19,725 | $452K |
| Quantinno Capital Management LP | 0.00% | New | 19,659 | $450K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +9.2% | 19,560 | $448K |
| Koshinski Asset Management, Inc. | 0.03% | Add +7.0% | 18,833 | $432K |
| Chesley Taft & Associates LLC | 0.02% | No change | 18,600 | $426K |
| Kovack Advisors, Inc. | 0.02% | No change | 18,599 | $426K |
| Kastel Capital Advisors, LLC | 0.24% | No change | 17,272 | $395K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -0.5% | 17,188 | $393K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -28.3% | 16,815 | $385K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 16,715 | $383K |
| Towne Trust Company, N.A | 0.12% | No change | 16,600 | $380K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.3% | 16,466 | $377K |
| World Investment Advisors | 0.01% | Add +34.9% | 16,386 | $375K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.12% | Reduce -14.9% | 16,375 | $375K |
| Dudley Capital Management, LLC | 0.16% | Add +77.8% | 16,225 | $372K |
| Crews Bank & Trust | 0.05% | Reduce -4.1% | 16,190 | $371K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +7.9% | 16,072 | $368K |
| River Street Advisors LLC | 0.12% | New | 16,000 | $367K |
| Alessandra Capital Management, LLC | 0.30% | Add +47.6% | 15,500 | $355K |
| Heartwood Wealth Advisors LLC | 0.03% | Reduce -97.8% | 15,491 | $355K |
| Opus Capital Group, LLC | 0.04% | No change | 15,457 | $354K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.2% | 15,388 | $353K |
| Keeler Thomas Management LLC | 0.15% | Reduce -80.3% | 15,310 | $351K |
| Kestra Investment Management, LLC | 0.01% | Add +0.0% | 15,238 | $349K |
| CIBC Bancorp USA Inc. | 0.00% | — | 14,700 | $337K |
| Johnson Investment Counsel Inc. | 0.00% | New | 14,288 | $327K |
| Mairs & Power Inc. | 0.00% | No change | 14,255 | $327K |
| Decker Wealth Management LLC | 0.07% | No change | 14,070 | $322K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.26% | No change | 13,915 | $319K |
| Hills Bank & Trust Co | 0.02% | Add +1.1% | 13,868 | $318K |
| Liberty Wealth Management LLC | 0.04% | Add +0.6% | 13,843 | $317K |
| Novem Group | 0.04% | Add +0.6% | 13,810 | $316K |
| Fifth Third Bancorp | 0.00% | Add +531.6% | 13,801 | $316K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -98.8% | 13,234 | $303K |
| Autumn Glory Partners, LLC | 0.11% | Add +0.2% | 13,199 | $302K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +0.7% | 12,925 | $296K |
| DAVENPORT & Co LLC | 0.00% | New | 12,752 | $292K |
| World Equity Group, Inc. | 0.07% | No change | 12,588 | $288K |
| Moneco Advisors, LLC | 0.02% | No change | 12,588 | $288K |
| MLP3, LLC | 0.32% | New | 12,495 | $286K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -39.0% | 12,488 | $286K |
| HRT Financial LP | 0.00% | New | 12,483 | $286K |
| Princeton Global Asset Management LLC | 0.05% | Reduce -1.6% | 12,230 | $280K |
| Advisor OS, LLC | 0.02% | Reduce -14.6% | 12,158 | $279K |
| McLean Asset Management Corp | 0.05% | No change | 12,019 | $275K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 11,432 | $262K |
| Blue Square Asset Management, LLC | 0.12% | Add +4.3% | 11,391 | $261K |
| Unified Investment Management | 0.27% | Add +29.2% | 11,323 | $259K |
| Parallel Advisors, LLC | 0.00% | Add +88.8% | 11,197 | $257K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,027 | $253K |
| James Investment Research, Inc. | 0.03% | No change | 11,000 | $252K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,853 | $249K |
| StoneX Group Inc. | 0.01% | New | 10,730 | $246K |
| Cooper Financial Group | 0.02% | Reduce -16.6% | 10,634 | $244K |
| Mattern Capital Management, LLC | 0.03% | Reduce -17.3% | 10,420 | $239K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 10,315 | $236K |
| Guidance Point Advisors, LLC | 0.06% | Add +5.4% | 10,249 | $235K |
| Hanover Advisors Inc. | 0.09% | Reduce -2.5% | 10,053 | $230K |
| Savant Capital, LLC | 0.00% | No change | 9,987 | $229K |
| Flavin Financial Services, Inc. | 0.15% | No change | 9,914 | $227K |
| 4J Wealth Management LLC | 0.13% | Reduce -20.5% | 9,737 | $223K |
| Composition Wealth, LLC | 0.00% | New | 9,731 | $223K |
| Regal Investment Advisors LLC | 0.01% | Reduce -54.4% | 9,730 | $223K |
| Mascoma Wealth Management LLC | 0.05% | No change | 9,544 | $219K |
| Essex Bank | 0.05% | New | 9,522 | $218K |
| Berger Financial Group, Inc | 0.01% | Reduce -33.8% | 9,495 | $218K |
| Focus Financial Network, Inc. | 0.01% | No change | 9,328 | $214K |
| DecisionMap Wealth Management, LLC | 0.14% | No change | 9,270 | $212K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -4.9% | 9,260 | $212K |
| Dakota Wealth Management | 0.00% | No change | 9,109 | $209K |
| VestGen Advisors, LLC | 0.01% | Add +1.9% | 8,980 | $205K |
| Centaurus Financial, Inc. | 0.01% | Add +1.3% | 8,934 | $205K |
| IHT Wealth Management, LLC | 0.00% | New | 8,911 | $204K |
| Tower Bridge Advisors | 0.02% | New | 8,750 | $201K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.1% | 7,275 | $167K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.0% | 7,137 | $164K |
| United Community Bank | 0.05% | New | 5,935 | $136K |
| Prosperity Bancshares Inc | 0.10% | No change | 5,305 | $122K |
| Spire Wealth Management | 0.00% | New | 5,304 | $122K |
| Black Cypress Capital Management, LLC | 0.08% | No change | 5,100 | $117K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -75.1% | 4,525 | $104K |
| National Bank of Canada | 0.00% | Add +23.3% | 4,278 | $98K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,078 | $93K |
| FMR LLC | 0.00% | Reduce -67.3% | 4,076 | $93K |
| Costello Asset Management, INC | 0.03% | Add +0.7% | 3,953 | $91K |
| CNB Bank | 0.04% | Reduce -1.0% | 3,928 | $90K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +50.0% | 3,750 | $86K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -61.5% | 3,548 | $81K |
| AE Wealth Management LLC | 0.00% | No change | 3,096 | $71K |
| Bogart Wealth, LLC | 0.00% | No change | 2,976 | $68K |
| 2UniFi Bank | 0.03% | No change | 2,679 | $61K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 2,195 | $50K |
| NorthAvenue LLC | 0.04% | Add +51.9% | 2,098 | $48K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 2,096 | $48K |
| Clayton Financial Group LLC | 0.02% | Add +3.7% | 2,028 | $46K |
| Clearstead Trust, LLC | 0.01% | Add +54.4% | 2,009 | $46K |
| Eastern Bank | 0.00% | No change | 1,990 | $46K |
| McIlrath & Eck, LLC | 0.00% | New | 1,922 | $44K |
| Jones Financial Companies LLLP | 0.00% | New | 1,751 | $40K |
| Bank of Montreal | 0.00% | Add +0.7% | 1,674 | $38K |
| MCF Advisors LLC | 0.00% | No change | 1,276 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,200 | $27K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -68.5% | 1,137 | $26K |
| Balentine LLC | 0.00% | No change | 1,098 | $25K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,090 | $25K |
| AlphaCore Capital LLC | 0.00% | No change | 983 | $23K |
| Robbins Farley | 0.01% | No change | 884 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.7% | 819 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 800 | $18K |
| First PREMIER Bank | 0.00% | No change | 759 | $17K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 589 | $13K |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.4% | 554 | $13K |
| Root Financial Partners, LLC | 0.00% | New | 553 | $13K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -99.4% | 400 | $9K |
| Sfam, LLC | 0.00% | No change | 197 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | New | 186 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.6% | 175 | $4K |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -66.2% | 125 | $3K |
| Larson Financial Group LLC | 0.00% | New | 51 | $1K |
| 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.