iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q1 2026 (March 31)314holders +14
32new positions
14sold out
2famous investors
$22.43avg. 13F price*
At the end of Q1 2026, 314 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 14 from Q4 2025. 32 opened new positions and 14 sold out. The largest holders were HM Payson & Co. ($151.6M), Bank of America Corp. ($84.5M) and Morgan Stanley ($83.2M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46436E841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $34.5M |
| Exits | 14 | $20.1M |
All 13F filers, Q4 2025 → Q1 2026: 10,771,630 shares bought and 2,962,686 shares sold, net +7,808,944 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| HM Payson & Co. | 2.19% | Reduce -9.1% | 6,756,711 | $151.6M |
| Bank of America Corp. | 0.01% | Add +7.0% | 3,767,638 | $84.5M |
| Morgan Stanley | 0.01% | Add +2.9% | 3,708,002 | $83.2M |
| GLOBALT Investments LLC / GA | 2.40% | Add +6.0% | 2,998,377 | $67.3M |
| NorthCoast Asset Management LLC | 1.37% | Add +35.9% | 2,637,447 | $59.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.0% | 2,491,035 | $55.9M |
| Mercer Global Advisors Inc. | 0.08% | Add +8.3% | 2,467,661 | $55.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +198.0% | 1,901,070 | $42.6M |
| Raymond James Financial Inc. | 0.01% | Add +8.1% | 1,874,584 | $42.0M |
| LPL Financial LLC | 0.01% | Add +3.7% | 1,811,146 | $40.6M |
| NewEdge Advisors, LLC | 0.14% | Reduce -0.1% | 1,741,940 | $39.1M |
| Brookstone Capital Management | 0.44% | Add +1.1% | 1,720,033 | $38.6M |
| UBS Group AG | 0.01% | Add +32.5% | 1,699,627 | $38.1M |
| TRUE Private Wealth Advisors | 3.59% | Reduce -13.9% | 1,678,023 | $37.6M |
| United Capital Financial Advisors, LLC | 0.20% | Add +19.9% | 1,481,203 | $33.2M |
| Focus Partners Wealth | 0.04% | Reduce -0.3% | 1,405,276 | $31.5M |
| Integrated Wealth Concepts LLC | 0.23% | Add +14.1% | 1,313,543 | $29.5M |
| Stratos Wealth Advisors, LLC | 1.78% | Add +60.5% | 1,287,702 | $28.9M |
| Connecticut Wealth Management, LLC | 1.17% | Add +490.1% | 1,240,205 | $27.8M |
| Financial Advisory Corp | 3.76% | Add +25.6% | 1,205,677 | $27.0M |
| Merit Financial Group, LLC | 0.20% | Add +1.5% | 1,187,645 | $26.6M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +3.0% | 1,047,678 | $23.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.31% | Add +36.3% | 941,755 | $21.1M |
| Capital Investment Advisors, LLC | 0.30% | Reduce -1.1% | 900,558 | $20.2M |
| Journey Advisory Group, LLC | 1.68% | Add +2.6% | 872,105 | $19.6M |
| OneAscent Financial Services LLC | 0.99% | New | 813,004 | $18.2M |
| MKT Advisors LLC | 6.03% | Add +3.0% | 804,133 | $18.0M |
| Denver PWM, LLC | 5.95% | Add +3.9% | 772,699 | $17.3M |
| Asset Advisors Investment Management, LLC | 1.60% | Add +5.0% | 745,721 | $16.7M |
| Carnegie Investment Counsel | 0.32% | Add +20.6% | 734,551 | $16.5M |
| Titleist Asset Management, LLC | 1.16% | Add +61.3% | 686,345 | $15.4M |
| BlackRock, Inc. | 0.00% | Add +138.1% | 673,518 | $15.1M |
| Fulton Bank, N.A. | 0.50% | Add +73.2% | 632,365 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Add +2.3% | 614,994 | $13.8M |
| MV Capital Management, Inc. | 1.33% | Reduce -8.2% | 605,306 | $13.6M |
| Royal Bank of Canada | 0.00% | Reduce -2.8% | 595,791 | $13.4M |
| Krilogy Financial LLC | 0.42% | Add +5.5% | 587,025 | $13.2M |
| Cwm, LLC | 0.03% | Add +3.8% | 562,325 | $12.6M |
| Wealth Management Strategies, Inc. | 5.45% | Add +4.3% | 537,218 | $12.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +18.4% | 536,682 | $12.0M |
| Shelton Wealth Management, LLC | 4.51% | Add +18.0% | 456,390 | $10.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +12.4% | 429,045 | $9.6M |
| Chatham Capital Group, Inc. | 1.36% | Reduce -9.3% | 418,786 | $9.4M |
| Apella Capital, LLC | 0.14% | Add +4.1% | 410,722 | $9.2M |
| BIP Wealth, LLC | 0.37% | Add +30.1% | 408,299 | $9.2M |
| Baird Financial Group, Inc. | 0.01% | Add +47.0% | 391,510 | $8.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.8% | 374,080 | $8.4M |
| Delta Wealth Advisors LLC | 6.37% | Add +7.6% | 372,920 | $8.4M |
| Eight 31 Financial, LLC | 4.82% | Reduce -2.4% | 355,656 | $8.0M |
| Hilltop Holdings Inc. | 0.71% | Add +60.6% | 349,939 | $7.8M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +0.6% | 342,239 | $7.7M |
| L2 Asset Management, LLC | 0.69% | Add +1120.8% | 316,392 | $7.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -5.6% | 323,811 | $7.3M |
| Northstar Group, Inc. | 1.06% | Add +3.6% | 323,479 | $7.3M |
| Flavin Financial Services, Inc. | 4.85% | Add +1.7% | 321,631 | $7.2M |
| Fagan Associates, Inc. | 0.94% | Reduce -1.4% | 300,552 | $6.7M |
| Ameriprise Financial Inc. | 0.00% | Add +6.1% | 290,605 | $6.5M |
| Stifel Financial Corp. | 0.01% | Reduce -5.8% | 274,896 | $6.2M |
| Boston Family Office LLC | 0.41% | Add +5.2% | 272,733 | $6.1M |
| Rebalance, LLC | 0.35% | Add +1.3% | 270,646 | $6.1M |
| Midwest Professional Planners, LTD. | 1.40% | Add +29.0% | 264,689 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +1.7% | 247,188 | $5.5M |
| Independent Advisor Alliance | 0.06% | Add +1231.0% | 242,226 | $5.4M |
| Asset Dedication, LLC | 0.38% | Add +22.1% | 241,854 | $5.4M |
| Leavell Investment Management, Inc. | 0.22% | Add +21.8% | 237,567 | $5.3M |
| Stockman Wealth Management, Inc. | 0.57% | Add +8.6% | 228,160 | $5.1M |
| Belpointe Asset Management LLC | 0.19% | Add +69.4% | 227,847 | $5.1M |
| Truist Financial Corp. | 0.01% | Add +23.6% | 224,754 | $5.0M |
| Old Port Advisors | 1.13% | Reduce -33.2% | 219,098 | $4.9M |
| Atlantic Private Wealth, LLC | 3.07% | Add +7.0% | 209,413 | $4.7M |
| Parkside Financial Bank & Trust | 0.35% | No change | 200,311 | $4.5M |
| Legacy Private Trust Co. | 0.28% | Reduce -14.9% | 199,515 | $4.5M |
| Eldridge Investment Advisors, Inc. | 0.97% | Add +75.8% | 198,274 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +2.7% | 196,100 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -3.4% | 192,190 | $4.3M |
| CENTRAL TRUST Co | 0.08% | Reduce -24.9% | 189,712 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +1.9% | 189,208 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Add +5.8% | 183,480 | $4.1M |
| Signaturefd, LLC | 0.06% | Reduce -1.3% | 168,913 | $3.8M |
| Accretive Wealth Partners, LLC | 1.02% | Add +4.9% | 160,695 | $3.6M |
| Portland Global Advisors LLC | 0.38% | Add +13.1% | 160,668 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -42.6% | 159,531 | $3.6M |
| Probity Advisors, Inc. | 0.54% | Reduce -37.0% | 151,562 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +1.9% | 147,191 | $3.3M |
| Gradient Investments LLC | 0.05% | Reduce -13.0% | 146,609 | $3.3M |
| Park Avenue Securities LLC | 0.03% | Reduce -57.1% | 144,958 | $3.3M |
| Cornerstone Planning, LLC | 0.70% | New | 138,194 | $3.1M |
| MAI Capital Management | 0.02% | Add +17.0% | 137,335 | $3.1M |
| Allworth Financial LP | 0.01% | Reduce -0.2% | 135,985 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.0% | 135,771 | $3.0M |
| Lantz Financial LLC | 0.62% | Add +13.6% | 132,667 | $3.0M |
| SCS Capital Management LLC | 0.03% | Add +15.9% | 130,543 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | Add +4.3% | 129,461 | $2.9M |
| Valmark Advisers, Inc. | 0.03% | Add +2.5% | 127,011 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.7% | 125,939 | $2.8M |
| Parallel Advisors, LLC | 0.05% | Reduce -9.2% | 123,341 | $2.8M |
| Sei Investments Co. | 0.00% | New | 121,375 | $2.7M |
| Howland Capital Management LLC | 0.10% | Reduce -1.7% | 116,960 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +2.8% | 114,709 | $2.6M |
| Centennial Advisors, LLC | 3.12% | Reduce -8.0% | 109,253 | $2.5M |
"% 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.