iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q2 2026 (June 30)314holders
20new positions
16sold out
1famous investor
$22.37avg. 13F price*
At the end of Q2 2026, 314 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, unchanged from Q1 2026. 20 opened new positions and 16 sold out. The largest holders were HM Payson & Co. ($147.9M), Bank of America Corp. ($96.5M) and Morgan Stanley ($85.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46436E841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $45.9M |
| Exits | 16 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 8,169,212 shares bought and 4,601,825 shares sold, net +3,567,387 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| HM Payson & Co. | 1.96% | Reduce -2.1% | 6,611,440 | $147.9M |
| Bank of America Corp. | 0.01% | Add +14.5% | 4,312,834 | $96.5M |
| Morgan Stanley | 0.00% | Add +3.1% | 3,823,870 | $85.5M |
| NorthCoast Asset Management LLC | 1.62% | Add +23.6% | 3,259,854 | $72.9M |
| GLOBALT Investments LLC / GA | 2.22% | Reduce -1.8% | 2,943,106 | $65.8M |
| Mercer Global Advisors Inc. | 0.07% | Add +9.0% | 2,688,763 | $60.1M |
| NewEdge Advisors, LLC | 0.14% | Add +17.1% | 2,039,948 | $45.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.5% | 2,024,159 | $45.3M |
| Wells Fargo & Company | 0.01% | Reduce -20.0% | 1,991,715 | $44.6M |
| LPL Financial LLC | 0.01% | Add +6.1% | 1,921,980 | $43.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.5% | 1,771,083 | $39.6M |
| UBS Group AG | 0.01% | Reduce -0.3% | 1,694,910 | $37.9M |
| Brookstone Capital Management | 0.38% | Reduce -2.9% | 1,669,909 | $37.4M |
| United Capital Financial Advisors, LLC | 0.19% | Add +6.0% | 1,569,360 | $35.1M |
| Arax Advisory Partners | 0.23% | New | 1,559,602 | $34.9M |
| Stratos Wealth Advisors, LLC | 1.91% | Add +20.2% | 1,548,074 | $34.6M |
| Connecticut Wealth Management, LLC | 1.19% | Add +15.6% | 1,433,973 | $32.1M |
| Integrated Wealth Concepts LLC | 0.20% | Add +5.3% | 1,383,002 | $30.9M |
| Financial Advisory Corp | 3.95% | Add +10.5% | 1,331,948 | $29.8M |
| Focus Partners Wealth | 0.03% | Reduce -13.6% | 1,213,988 | $27.2M |
| BlackRock, Inc. | 0.00% | Add +75.6% | 1,182,623 | $26.5M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +2.7% | 1,075,530 | $24.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.29% | Add +4.2% | 980,870 | $21.9M |
| Capital Investment Advisors, LLC | 0.26% | Reduce -1.0% | 891,306 | $19.9M |
| Journey Advisory Group, LLC | 1.46% | Reduce -2.1% | 853,470 | $19.1M |
| Carnegie Investment Counsel | 0.38% | Add +14.5% | 840,789 | $18.8M |
| Fulton Bank, N.A. | 0.57% | Add +32.8% | 839,816 | $18.8M |
| MKT Advisors LLC | 5.83% | Add +4.5% | 840,464 | $18.8M |
| OneAscent Financial Services LLC | 0.89% | Add +1.9% | 828,598 | $18.5M |
| Denver PWM, LLC | 6.00% | Add +6.2% | 820,926 | $18.4M |
| Asset Advisors Investment Management, LLC | 1.54% | Add +0.5% | 749,601 | $16.8M |
| Titleist Asset Management, LLC | 1.10% | Add +6.7% | 732,064 | $16.4M |
| Merit Financial Group, LLC | 0.10% | Reduce -40.0% | 712,385 | $15.9M |
| BIP Wealth, LLC | 0.42% | Add +63.1% | 666,092 | $14.9M |
| Osaic Holdings, Inc. | 0.02% | Add +4.1% | 639,970 | $14.3M |
| Krilogy Financial LLC | 0.41% | Add +6.8% | 627,252 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +2.1% | 608,435 | $13.6M |
| MV Capital Management, Inc. | 1.20% | Reduce -0.4% | 603,080 | $13.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +9.3% | 586,420 | $13.1M |
| Wealth Management Strategies, Inc. | 4.94% | Add +5.1% | 564,719 | $12.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +191.0% | 559,196 | $12.5M |
| Sanctuary Advisors, LLC | 0.05% | Add +16.7% | 500,585 | $11.2M |
| Shelton Wealth Management, LLC | 4.31% | Add +6.7% | 486,876 | $10.9M |
| McGuire Investment Group, LLC | 0.88% | Add +4228.0% | 451,068 | $10.1M |
| Apella Capital, LLC | 0.14% | Add +7.3% | 440,843 | $9.8M |
| Baird Financial Group, Inc. | 0.01% | Add +8.1% | 423,295 | $9.5M |
| Chatham Capital Group, Inc. | 1.17% | Reduce -2.0% | 410,436 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.3% | 401,407 | $9.0M |
| Delta Wealth Advisors LLC | 6.01% | Add +0.9% | 376,171 | $8.4M |
| Hilltop Holdings Inc. | 0.68% | Add +7.3% | 375,375 | $8.4M |
| Eight 31 Financial, LLC | 4.84% | Add +2.3% | 363,748 | $8.1M |
| Northstar Group, Inc. | 1.04% | Add +7.5% | 347,587 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.9% | 335,892 | $7.5M |
| Global Retirement Partners, LLC | 0.11% | — | 333,212 | $7.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.6% | 329,160 | $7.4M |
| Ameriprise Financial Inc. | 0.00% | Add +12.1% | 325,758 | $7.3M |
| Flavin Financial Services, Inc. | 4.11% | Add +0.3% | 322,566 | $7.2M |
| Midwest Professional Planners, LTD. | 1.37% | Add +18.3% | 313,050 | $7.0M |
| Rebalance, LLC | 0.35% | Add +10.7% | 299,656 | $6.7M |
| Fagan Associates, Inc. | 0.82% | Reduce -0.5% | 299,077 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 284,746 | $6.4M |
| Boston Family Office LLC | 0.38% | Add +3.4% | 281,963 | $6.3M |
| Leavell Investment Management, Inc. | 0.21% | Add +9.4% | 259,828 | $5.8M |
| Asset Dedication, LLC | 0.37% | Add +7.4% | 259,757 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +7.6% | 241,746 | $5.4M |
| Stockman Wealth Management, Inc. | 0.54% | Add +2.8% | 234,473 | $5.2M |
| Belpointe Asset Management LLC | 0.17% | Reduce -0.2% | 227,308 | $5.1M |
| D.A. Davidson & Co. | 0.03% | Add +22.3% | 224,438 | $5.0M |
| TRUE Private Wealth Advisors | 0.43% | Reduce -86.8% | 222,052 | $5.0M |
| Captrust Financial Advisors | 0.01% | Add +3.0% | 202,090 | $4.5M |
| Parkside Financial Bank & Trust | 0.31% | No change | 200,311 | $4.5M |
| Atlantic Private Wealth, LLC | 2.71% | Reduce -5.6% | 197,699 | $4.4M |
| Accretive Wealth Partners, LLC | 1.06% | Add +21.5% | 195,308 | $4.4M |
| Cetera Investment Advisers | 0.00% | Reduce -0.7% | 187,968 | $4.2M |
| CENTRAL TRUST Co | 0.07% | Reduce -5.5% | 179,261 | $4.0M |
| Valmark Advisers, Inc. | 0.04% | Add +39.3% | 176,939 | $4.0M |
| Portland Global Advisors LLC | 0.37% | Add +8.0% | 173,463 | $3.9M |
| Legacy Private Trust Co. | 0.21% | Reduce -14.3% | 170,928 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +22.3% | 166,071 | $3.7M |
| Signaturefd, LLC | 0.05% | Reduce -6.1% | 158,606 | $3.5M |
| Lantz Financial LLC | 0.63% | Add +15.7% | 153,534 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.3% | 152,629 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +1.4% | 149,193 | $3.3M |
| Old Port Advisors | 0.65% | Reduce -32.8% | 147,267 | $3.3M |
| Allworth Financial LP | 0.01% | Add +8.3% | 147,253 | $3.3M |
| Howland Capital Management LLC | 0.11% | Add +21.4% | 141,960 | $3.2M |
| Park Avenue Securities LLC | 0.02% | Reduce -2.5% | 141,398 | $3.2M |
| Cornerstone Planning, LLC | 0.73% | Add +1.9% | 140,835 | $3.2M |
| Gradient Investments LLC | 0.04% | Reduce -4.9% | 139,414 | $3.1M |
| MAI Capital Management | 0.01% | Reduce -1.7% | 135,043 | $3.0M |
| Hobbs Group Advisors, LLC | 0.79% | New | 134,164 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +3.3% | 133,738 | $3.0M |
| Parallel Advisors, LLC | 0.05% | Add +7.9% | 133,053 | $3.0M |
| SCS Capital Management LLC | 0.03% | Reduce -1.0% | 129,201 | $2.9M |
| Sei Investments Co. | 0.00% | No change | 121,375 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +4.5% | 119,908 | $2.7M |
| Centennial Advisors, LLC | 3.15% | Add +8.0% | 118,022 | $2.6M |
| Pinnacle Financial Partners, Inc. | 0.02% | Add +5.3% | 112,937 | $2.5M |
| Mechanics Bank Trust Department | 0.29% | Reduce -2.8% | 103,000 | $2.3M |
| Hughes Financial Services, LLC | 0.31% | Add +2.7% | 102,916 | $2.3M |
"% of holder's portfolio" is IBTH's weight in each manager's 13F, not the share of iShares Ibonds Dec 2027 Term the manager owns.