iShares Ibonds Dec 2026 TermIBTGETF
13F holders, Q2 2026 (June 30)319holders −4
22new positions
21sold out
1famous investor
$22.89avg. 13F price*
At the end of Q2 2026, 319 institutions reported holding iShares Ibonds Dec 2026 Term (IBTG) in their 13F filings, down 4 from Q1 2026. 22 opened new positions and 21 sold out. The largest holders were HM Payson & Co. ($129.5M), Bank of America Corp. ($98.5M) and Morgan Stanley ($91.4M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $50.7M |
| Exits | 21 | $30.5M |
All 13F filers, Q1 2026 → Q2 2026: 6,822,027 shares bought and 7,900,564 shares sold, net −1,078,537 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 319 holders
| HM Payson & Co. | 1.72% | Reduce -4.3% | 5,657,354 | $129.5M |
| Bank of America Corp. | 0.01% | Add +3.6% | 4,303,932 | $98.5M |
| Morgan Stanley | 0.00% | Reduce -2.1% | 3,991,582 | $91.4M |
| NorthCoast Asset Management LLC | 1.75% | Reduce -23.9% | 3,459,551 | $79.2M |
| NewEdge Advisors, LLC | 0.18% | Add +39.9% | 2,698,260 | $61.8M |
| LPL Financial LLC | 0.01% | Add +4.6% | 2,504,018 | $57.3M |
| Mercer Global Advisors Inc. | 0.07% | Reduce -3.4% | 2,437,085 | $55.8M |
| Wells Fargo & Company | 0.01% | Add +1.3% | 2,394,076 | $54.8M |
| Capital Investment Advisors, LLC | 0.71% | Reduce -5.9% | 2,337,874 | $53.5M |
| Connecticut Wealth Management, LLC | 1.63% | Add +7.0% | 1,924,924 | $44.1M |
| United Capital Financial Advisors, LLC | 0.24% | Add +2.6% | 1,908,680 | $43.7M |
| Financial Advisory Corp | 4.83% | Reduce -0.7% | 1,591,146 | $36.4M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -0.3% | 1,590,845 | $36.4M |
| Summitry LLC | 1.17% | Add +1.6% | 1,554,803 | $35.6M |
| Arax Advisory Partners | 0.23% | New | 1,538,030 | $35.2M |
| UBS Group AG | 0.01% | Reduce -8.1% | 1,477,091 | $33.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.4% | 1,411,233 | $32.3M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.0% | 1,386,313 | $31.7M |
| Wealthspire Advisors, LLC | 0.16% | Add +24.4% | 1,274,142 | $29.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Reduce -10.5% | 1,020,698 | $23.4M |
| Krilogy Financial LLC | 0.67% | Add +7.9% | 993,197 | $22.7M |
| OneAscent Financial Services LLC | 1.00% | Add +0.6% | 911,609 | $20.9M |
| Horizon Advisory Services, Inc. | 8.66% | Add +2.2% | 897,318 | $20.5M |
| MKT Advisors LLC | 5.75% | Add +4.1% | 809,577 | $18.5M |
| Carnegie Investment Counsel | 0.36% | Reduce -7.9% | 775,246 | $17.7M |
| Apella Capital, LLC | 0.24% | Reduce -4.9% | 738,612 | $16.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.8% | 730,648 | $16.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.3% | 711,891 | $16.3M |
| MV Capital Management, Inc. | 1.43% | Add +1.2% | 703,839 | $16.1M |
| Stratos Wealth Partners, LTD. | 0.16% | Add +1.2% | 702,959 | $16.1M |
| Denver PWM, LLC | 5.18% | Add +3.5% | 692,276 | $15.8M |
| CreativeOne Wealth, LLC | 0.31% | Add +33.4% | 635,300 | $14.5M |
| Scissortail Wealth Management, LLC | 2.76% | Add +2.3% | 626,984 | $14.4M |
| Delta Wealth Advisors LLC | 9.54% | Reduce -5.3% | 583,557 | $13.4M |
| Baird Financial Group, Inc. | 0.02% | Add +5.8% | 559,719 | $12.8M |
| JPMorgan Chase & Co. | 0.00% | Add +92422.6% | 512,575 | $11.7M |
| Royal Bank of Canada | 0.00% | Add +3.8% | 511,804 | $11.7M |
| Global Retirement Partners, LLC | 0.18% | — | 506,882 | $11.6M |
| Wealth Management Strategies, Inc. | 4.43% | Reduce -3.9% | 495,686 | $11.3M |
| Money Concepts Capital Corp. | 0.52% | Add +571.4% | 493,201 | $11.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.42% | Add +0.8% | 489,313 | $11.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +13.4% | 485,021 | $11.1M |
| Asset Advisors Investment Management, LLC | 1.01% | Reduce -0.7% | 480,912 | $11.0M |
| Stratos Wealth Advisors, LLC | 0.59% | Reduce -22.7% | 465,346 | $10.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +1339.6% | 456,059 | $10.4M |
| Stifel Financial Corp. | 0.01% | Reduce -5.4% | 430,268 | $9.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.1% | 420,723 | $9.6M |
| Asset Dedication, LLC | 0.58% | Add +15.7% | 401,238 | $9.2M |
| BIP Wealth, LLC | 0.26% | Reduce -24.8% | 398,667 | $9.1M |
| Midwest Professional Planners, LTD. | 1.77% | Add +7.9% | 393,713 | $9.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.4% | 392,166 | $9.0M |
| Mariner, LLC | 0.01% | Add +1.9% | 390,157 | $8.9M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -3.9% | 380,451 | $8.7M |
| Titleist Asset Management, LLC | 0.58% | Reduce -22.5% | 376,752 | $8.6M |
| Tower Research Capital LLC (TRC) | 0.21% | New | 376,204 | $8.6M |
| Jane Street Group, LLC | 0.01% | Add +1209.8% | 342,593 | $7.8M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 342,428 | $7.8M |
| Focus Partners Wealth | 0.01% | Reduce -46.9% | 339,954 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Add +1.6% | 333,675 | $7.6M |
| Thrivent Financial for Lutherans | 0.01% | Add +7.1% | 327,147 | $7.5M |
| Rebalance, LLC | 0.35% | Add +15.7% | 288,882 | $6.6M |
| Juno Financial Group LLC | 2.21% | Reduce -25.6% | 271,652 | $6.2M |
| Mesirow Financial Investment Management, Inc. | 0.10% | Reduce -8.3% | 264,827 | $6.1M |
| CENTRAL TRUST Co | 0.11% | Reduce -4.8% | 254,755 | $5.8M |
| Belpointe Asset Management LLC | 0.19% | Add +8.4% | 247,521 | $5.7M |
| Leavell Investment Management, Inc. | 0.19% | Reduce -0.5% | 228,759 | $5.2M |
| Trinity Wealth Management, LLC | 1.61% | Reduce -16.2% | 221,872 | $5.1M |
| MAI Capital Management | 0.02% | Add +1.9% | 219,815 | $5.0M |
| Parkside Financial Bank & Trust | 0.34% | No change | 218,579 | $5.0M |
| PSI Advisors, LLC | 1.11% | Reduce -38.8% | 209,262 | $4.8M |
| Archer Investment Corp | 0.91% | Reduce -3.3% | 208,043 | $4.8M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Reduce -59.0% | 201,456 | $4.6M |
| MML Investors Services, LLC | 0.01% | Add +19.3% | 200,009 | $4.6M |
| Stockman Wealth Management, Inc. | 0.44% | Reduce -3.9% | 186,919 | $4.3M |
| Accretive Wealth Partners, LLC | 1.02% | Add +19.8% | 183,636 | $4.2M |
| Susquehanna International Group, LLP | 0.00% | Add +34.2% | 178,350 | $4.1M |
| Valmark Advisers, Inc. | 0.04% | Add +38.7% | 174,475 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -13.3% | 173,545 | $4.0M |
| Americana Partners, LLC | 0.09% | Reduce -6.3% | 167,624 | $3.8M |
| Lido Advisors, LLC | 0.01% | Reduce -19.9% | 166,312 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.1% | 159,163 | $3.6M |
| Howland Capital Management LLC | 0.13% | Reduce -3.1% | 155,612 | $3.6M |
| Brookstone Capital Management | 0.03% | Reduce -8.3% | 152,013 | $3.5M |
| Lantz Financial LLC | 0.64% | Add +12.3% | 151,949 | $3.5M |
| Creative Planning | 0.00% | Add +71.0% | 151,654 | $3.5M |
| Bailard, Inc. | 0.07% | Reduce -90.7% | 148,872 | $3.4M |
| Gradient Investments LLC | 0.04% | Reduce -4.9% | 141,116 | $3.2M |
| Littlejohn Financial Services, Inc. | 2.25% | Reduce -2.5% | 135,073 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -2.9% | 133,965 | $3.1M |
| Signaturefd, LLC | 0.04% | Reduce -13.3% | 133,677 | $3.1M |
| True Link Financial Advisors, LLC | 0.17% | Reduce -20.3% | 127,979 | $2.9M |
| GTS Securities LLC | 0.06% | Add +544.0% | 127,430 | $2.9M |
| Eldridge Investment Advisors, Inc. | 0.55% | Reduce -38.9% | 122,417 | $2.8M |
| Allworth Financial LP | 0.01% | Reduce -0.8% | 117,696 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +4.4% | 117,535 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.5% | 116,619 | $2.7M |
| Centennial Advisors, LLC | 3.16% | Add +7.7% | 115,612 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.7% | 114,858 | $2.6M |
| KOM Wealth Management Group, LLC | 1.57% | Reduce -29.8% | 113,843 | $2.6M |
| Csenge Advisory Group | 0.10% | Add +31.7% | 112,653 | $2.6M |
| Mission Wealth Management, LP | 0.03% | Add +281.3% | 108,570 | $2.5M |
| Phillips Financial Management, LLC | 0.18% | Add +0.0% | 108,332 | $2.5M |
| Crestmont Private Wealth LLC | 0.68% | Add +13.1% | 106,221 | $2.4M |
| Gould Asset Management LLC | 0.34% | Add +1.5% | 93,996 | $2.2M |
| TFR Capital, LLC. | 0.60% | Reduce -11.0% | 93,643 | $2.1M |
| Fourth Dimension Wealth, LLC | 0.67% | Add +6.9% | 92,919 | $2.1M |
| Associated Banc-Corp | 0.05% | Add +4.0% | 92,716 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.8% | 91,551 | $2.1M |
| Montecito Bank & Trust | 0.31% | Add +25.5% | 90,074 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | New | 89,775 | $2.1M |
| Sunbeam Capital Management, LLC | 0.94% | Add +0.8% | 89,380 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.25% | Add +1.5% | 89,356 | $2.0M |
| IFP Advisors, Inc | 0.04% | Reduce -0.6% | 87,293 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +4.3% | 86,586 | $2.0M |
| Northstar Group, Inc. | 0.26% | No change | 86,495 | $2.0M |
| D.A. Davidson & Co. | 0.01% | Reduce -35.3% | 85,078 | $1.9M |
| Compound Planning, Inc. | 0.05% | Reduce -17.6% | 84,816 | $1.9M |
| Park Avenue Securities LLC | 0.01% | Reduce -9.7% | 83,084 | $1.9M |
| First National Bank of Omaha | 0.05% | Reduce -1.2% | 81,564 | $1.9M |
| Boston Family Office LLC | 0.11% | Reduce -36.1% | 80,617 | $1.8M |
| Hughes Financial Services, LLC | 0.24% | Reduce -9.0% | 80,018 | $1.8M |
| KFG Wealth Management, LLC | 0.21% | Add +1.2% | 79,889 | $1.8M |
| Endowment Wealth Management, Inc. | 0.70% | Add +0.5% | 79,434 | $1.8M |
| Mgo One Seven LLC | 0.03% | Add +0.0% | 75,363 | $1.7M |
| Black Swift Group, LLC | 0.24% | Add +149.3% | 73,595 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | No change | 72,602 | $1.7M |
| Probity Advisors, Inc. | 0.24% | Reduce -42.5% | 71,811 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -32.8% | 69,628 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -21.0% | 68,295 | $1.6M |
| Steelhead Wealth Management LLC | 0.62% | Reduce -24.4% | 67,379 | $1.5M |
| Reliant Wealth Planning | 0.41% | Add +0.5% | 64,822 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.17% | Add +0.6% | 63,514 | $1.5M |
| Heartland Bank & Trust Co | 0.30% | No change | 63,074 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.10% | No change | 61,500 | $1.4M |
| Riverchase Wealth Management, LLC | 0.65% | Add +4.2% | 60,957 | $1.4M |
| Trust Co | 0.12% | Reduce -0.7% | 60,343 | $1.4M |
| Drive Wealth Management, LLC | 0.25% | Reduce -0.2% | 60,164 | $1.4M |
| Avantax Planning Partners, Inc. | 0.03% | No change | 57,906 | $1.3M |
| Faithward Advisors, LLC | 0.16% | Reduce -4.6% | 56,154 | $1.3M |
| Summit Wealth Partners, LLC | 0.18% | Reduce -8.3% | 55,813 | $1.3M |
| Essential Planning, LLC. | 0.35% | Reduce -1.6% | 54,816 | $1.3M |
| Compass Ion Advisors, LLC | 0.10% | Reduce -2.9% | 52,270 | $1.2M |
| SCS Capital Management LLC | 0.01% | No change | 51,719 | $1.2M |
| Old Port Advisors | 0.23% | Reduce -23.3% | 51,552 | $1.2M |
| High Note Wealth, LLC | 0.19% | No change | 49,207 | $1.1M |
| International Assets Investment Management, LLC | 0.07% | Reduce -2.5% | 49,169 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -15.3% | 48,821 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Reduce -29.1% | 48,281 | $1.1M |
| Rossmore Private Capital | 0.09% | Reduce -0.2% | 48,047 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.0% | 47,896 | $1.1M |
| Barrett & Company, Inc. | 0.31% | Add +0.1% | 47,797 | $1.1M |
| Summitpoint Capital Management | 1.17% | Reduce -32.8% | 47,500 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +266.2% | 46,696 | $1.1M |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -5.8% | 44,657 | $1.0M |
| Great Diamond Partners, LLC | 0.17% | Add +14.4% | 44,471 | $1.0M |
| Moulton Wealth Management, Inc. | 0.64% | Reduce -54.4% | 42,438 | $969K |
| Madden Advisory Services, Inc. | 0.33% | Add +2.5% | 40,142 | $919K |
| Element Wealth, LLC | 0.33% | Reduce -0.7% | 38,525 | $882K |
| Foundry Financial Group, Inc. | 0.36% | Reduce -5.5% | 36,835 | $843K |
| Straight Path Wealth Management | 0.19% | Reduce -5.4% | 35,770 | $819K |
| Duncker Streett & Co. Inc. | 0.14% | Add +1.0% | 35,523 | $813K |
| Schuylkill Financial LLC | 0.72% | — | 34,139 | $781K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 33,775 | $773K |
| Raab & Moskowitz Asset Management LLC | 0.15% | Reduce -0.8% | 33,103 | $758K |
| Jim Saulnier & Associates, LLC | 0.30% | Reduce -6.0% | 32,503 | $744K |
| Schmidt P J Investment Management Inc. | 0.12% | Add +22.4% | 32,381 | $741K |
| Cibc World Market Inc. | 0.00% | Add +10.9% | 31,782 | $727K |
| Cambridge Financial Group, LLC | 0.22% | Add +21.5% | 30,598 | $700K |
| Savvy Advisors, Inc. | 0.01% | Reduce -13.5% | 30,065 | $688K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +0.6% | 29,894 | $684K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.3% | 28,950 | $663K |
| Beacon Financial Planning, Inc. | 0.22% | Add +0.9% | 28,766 | $658K |
| Farther Finance Advisors, LLC | 0.01% | Add +685.4% | 27,865 | $638K |
| Swan Global Investments, LLC | 0.03% | New | 27,118 | $621K |
| Tableaux LLC | 0.26% | Reduce -11.1% | 26,971 | $617K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Reduce -0.4% | 26,555 | $608K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.1% | 26,495 | $606K |
| Churchill Financial Advisors, LLC | 0.11% | Add +0.4% | 26,061 | $597K |
| Modern Wealth Management, LLC | 0.01% | Reduce -68.2% | 25,420 | $582K |
| Mraz, Amerine & Associates, Inc. | 0.08% | Reduce -6.9% | 25,125 | $575K |
| Ellis Investment Partners, LLC | 0.08% | Add +0.5% | 24,120 | $552K |
| Granite Harbor Advisors, Inc. | 0.22% | Reduce -35.2% | 24,062 | $551K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 23,920 | $548K |
| Grant Street Asset Management, Inc. | 0.09% | Add +1.0% | 23,722 | $543K |
| Lifeworks Advisors, LLC | 0.06% | New | 22,927 | $525K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.5% | 22,691 | $519K |
| Yoder Wealth Management, Inc. | 0.20% | Reduce -3.0% | 22,531 | $516K |
| Mather Group, Llc. | 0.00% | New | 21,905 | $501K |
| Principal Securities, Inc. | 0.01% | Reduce -11.6% | 21,681 | $496K |
| Gilbert & Cook, Inc. | 0.06% | New | 21,655 | $496K |
| Advisory Services Network, LLC | 0.01% | Add +8.6% | 21,412 | $490K |
| Cascade Investment Group, Inc. | 0.27% | Reduce -1.6% | 21,263 | $487K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 21,000 | $481K |
| Daybright Advisory Services, Inc. | 0.11% | Add +1.3% | 20,668 | $473K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.5% | 20,610 | $472K |
| Simplicity Wealth,LLC | 0.02% | Add +1.2% | 20,435 | $468K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.9% | 20,397 | $467K |
| AQR Capital Management | 0.00% | No change | 20,387 | $467K |
| Physician Wealth Advisors, Inc. | 0.05% | Add +20.1% | 20,081 | $460K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +2.0% | 19,944 | $457K |
| Quantinno Capital Management LP | 0.00% | No change | 19,659 | $450K |
| Harbour Investments, Inc. | 0.01% | Reduce -18.3% | 19,243 | $440K |
| Visionary Wealth Advisors | 0.02% | Add +24.7% | 19,192 | $439K |
| Chesley Taft & Associates LLC | 0.02% | No change | 18,600 | $426K |
| Kovack Advisors, Inc. | 0.02% | No change | 18,599 | $426K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.5% | 18,173 | $416K |
| Stonebridge Financial Group, LLC | 0.03% | Reduce -32.0% | 18,084 | $414K |
| SageView Advisory Group, LLC | 0.01% | New | 17,921 | $410K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.1% | 17,426 | $399K |
| Independent Advisor Alliance | 0.01% | Reduce -90.1% | 17,356 | $397K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +7.4% | 17,266 | $395K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -0.8% | 17,047 | $389K |
| Independent Financial Group, LLC | 0.01% | No change | 16,466 | $377K |
| World Investment Advisors | 0.01% | Add +0.2% | 16,413 | $376K |
| Prospera Financial Services Inc | 0.01% | Reduce -40.7% | 16,386 | $375K |
| Kestra Investment Management, LLC | 0.01% | Add +5.7% | 16,113 | $369K |
| River Street Advisors LLC | 0.11% | No change | 16,000 | $366K |
| Heartwood Wealth Advisors LLC | 0.03% | No change | 15,491 | $355K |
| Opus Capital Group, LLC | 0.03% | No change | 15,457 | $354K |
| Crews Bank & Trust | 0.05% | Reduce -5.3% | 15,340 | $351K |
| CIBC Bancorp USA Inc. | 0.00% | No change | 14,700 | $336K |
| Alessandra Capital Management, LLC | 0.23% | Reduce -6.5% | 14,500 | $332K |
| Towne Trust Company, N.A | 0.10% | Reduce -12.7% | 14,500 | $332K |
| IFG Advisory, LLC | 0.01% | New | 14,480 | $331K |
| Dudley Capital Management, LLC | 0.13% | Reduce -11.6% | 14,350 | $328K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 14,288 | $327K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.09% | Reduce -13.2% | 14,211 | $325K |
| Decker Wealth Management LLC | 0.07% | No change | 14,070 | $322K |
| Novem Group | 0.03% | Add +1.0% | 13,944 | $319K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.22% | No change | 13,915 | $319K |
| Liberty Wealth Management LLC | 0.04% | No change | 13,843 | $317K |
| Fifth Third Bancorp | 0.00% | No change | 13,801 | $316K |
| Advisor OS, LLC | 0.02% | Add +9.1% | 13,259 | $304K |
| Autumn Glory Partners, LLC | 0.09% | Add +0.3% | 13,243 | $303K |
| Washington Trust Advisors, Inc. | 0.02% | Reduce -41.7% | 12,870 | $295K |
| World Equity Group, Inc. | 0.06% | No change | 12,588 | $288K |
| Moneco Advisors, LLC | 0.02% | No change | 12,588 | $288K |
| Level Four Advisory Services, LLC | 0.01% | No change | 12,488 | $286K |
| Princeton Global Asset Management LLC | 0.04% | No change | 12,230 | $280K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 12,203 | $279K |
| McLean Asset Management Corp | 0.04% | No change | 12,019 | $275K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +14.8% | 11,845 | $271K |
| Hills Bank & Trust Co | 0.01% | Reduce -14.7% | 11,827 | $271K |
| Keeler Thomas Management LLC | 0.09% | Reduce -23.6% | 11,699 | $268K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -12.1% | 11,635 | $266K |
| Blue Square Asset Management, LLC | 0.11% | No change | 11,391 | $261K |
| Foundations Investment Advisors, LLC | 0.00% | Add +4.5% | 11,342 | $260K |
| Unified Investment Management | 0.24% | No change | 11,323 | $259K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 11,264 | $258K |
| Cherry Tree Wealth Management, LLC | 0.05% | Reduce -1.9% | 11,213 | $257K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.5% | 11,144 | $255K |
| StoneX Group Inc. | 0.01% | Add +2.9% | 11,045 | $253K |
| Highland Financial Advisors, LLC | 0.06% | No change | 11,027 | $252K |
| James Investment Research, Inc. | 0.03% | No change | 11,000 | $252K |
| Davis R M Inc. | 0.00% | New | 10,969 | $251K |
| Axxcess Wealth Management, LLC | 0.00% | New | 10,930 | $250K |
| Kastel Capital Advisors, LLC | 0.16% | Reduce -36.9% | 10,899 | $250K |
| Cooper Financial Group | 0.02% | Add +0.1% | 10,650 | $244K |
| Hanover Advisors Inc. | 0.09% | Add +4.7% | 10,522 | $241K |
| Guidance Point Advisors, LLC | 0.05% | Add +2.3% | 10,482 | $240K |
| Mattern Capital Management, LLC | 0.03% | No change | 10,420 | $239K |
| Savant Capital, LLC | 0.00% | No change | 9,987 | $229K |
| Composition Wealth, LLC | 0.00% | No change | 9,731 | $223K |
| DecisionMap Wealth Management, LLC | 0.12% | Add +3.5% | 9,593 | $220K |
| Mascoma Wealth Management LLC | 0.04% | No change | 9,544 | $218K |
| Essex Bank | 0.05% | No change | 9,522 | $218K |
| Berger Financial Group, Inc | 0.01% | No change | 9,495 | $217K |
| Focus Financial Network, Inc. | 0.01% | No change | 9,328 | $214K |
| Transcend Capital Advisors, LLC | 0.01% | No change | 9,260 | $212K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.09% | New | 9,179 | $210K |
| VestGen Advisors, LLC | 0.01% | Add +0.3% | 9,009 | $206K |
| Wealth Advisory Solutions, LLC | 0.04% | New | 8,961 | $205K |
| Truist Financial Corp. | 0.00% | New | 8,947 | $205K |
| IHT Wealth Management, LLC | 0.00% | Add +0.3% | 8,942 | $205K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.1% | 8,834 | $202K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 7,275 | $167K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.0% | 7,138 | $163K |
| Anchor Bay Capital, Inc. | 0.09% | — | 7,096 | $162K |
| United Community Bank | 0.04% | Reduce -3.7% | 5,715 | $131K |
| Prosperity Bancshares Inc | 0.08% | No change | 5,305 | $121K |
| Spire Wealth Management | 0.00% | Add +0.0% | 5,305 | $121K |
| Fiduciary Financial Advisors | 0.01% | New | 5,103 | $117K |
| Black Cypress Capital Management, LLC | 0.08% | No change | 5,100 | $117K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 4,525 | $104K |
| National Bank of Canada | 0.00% | Add +3.5% | 4,430 | $101K |
| CNB Bank | 0.04% | Add +4.2% | 4,094 | $94K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,078 | $93K |
| Costello Asset Management, INC | 0.03% | Add +1.0% | 3,991 | $91K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,750 | $86K |
| 10Elms LLP | 0.04% | New | 3,716 | $85K |
| NorthAvenue LLC | 0.05% | Add +50.2% | 3,151 | $72K |
| AE Wealth Management LLC | 0.00% | No change | 3,096 | $71K |
| Bogart Wealth, LLC | 0.00% | No change | 2,976 | $68K |
| NBH Bank | 0.03% | — | 2,679 | $61K |
| Longview Financial Advisors LLC | 0.03% | New | 2,468 | $56K |
| TD Capital Management LLC | 0.00% | Add +0.9% | 2,116 | $48K |
| Clearstead Trust, LLC | 0.01% | No change | 2,009 | $46K |
| MCF Advisors LLC | 0.00% | Add +34.3% | 1,713 | $39K |
| Bank of Montreal | 0.00% | Add +1.0% | 1,690 | $39K |
| Blue Trust, Inc. | 0.00% | New | 1,630 | $37K |
| Key Financial Inc | 0.01% | New | 1,535 | $35K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,200 | $27K |
| Balentine LLC | 0.00% | No change | 1,098 | $25K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,090 | $25K |
| AlphaCore Capital LLC | 0.00% | No change | 983 | $23K |
| FMR LLC | 0.00% | Reduce -78.1% | 893 | $20K |
| Robbins Farley | 0.01% | No change | 884 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 826 | $19K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 800 | $18K |
| First PREMIER Bank | 0.00% | No change | 759 | $17K |
| US Bancorp \de | 0.00% | No change | 500 | $11K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 400 | $9K |
| Sfam, LLC | 0.00% | No change | 197 | $5K |
| Gilpin Wealth Management, LLC | 0.00% | No change | 125 | $3K |
| Eastern Bank | 0.00% | Reduce -93.7% | 125 | $3K |
| Atlantic Private Wealth, LLC | 0.00% | Reduce -100.0% | 109 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 51 | $1K |
| First Bancorp, Inc | 0.00% | New | 50 | $1K |
| 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.