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 |
| KOM Wealth Management Group, LLC | 1.39% | Add +19.8% | 102,696 | $2.3M |
| TFR Capital, LLC. | 0.64% | Reduce -1.1% | 102,404 | $2.3M |
| Sbe LLC Dba Cedar Cove Wealth Partners | 1.06% | New | 100,519 | $2.2M |
| Jim Saulnier & Associates, LLC | 0.89% | Add +0.7% | 98,664 | $2.2M |
| Gould Asset Management LLC | 0.34% | Add +1.9% | 96,560 | $2.2M |
| Creative Planning | 0.00% | Add +34.5% | 94,283 | $2.1M |
| Thoroughbred Financial Services, LLC | 0.10% | Reduce -2.2% | 93,358 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.14% | No change | 92,000 | $2.1M |
| Montecito Bank & Trust | 0.30% | Add +33.5% | 90,935 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.2% | 90,429 | $2.0M |
| IFP Advisors, Inc | 0.04% | Reduce -0.6% | 88,883 | $2.0M |
| Associated Banc-Corp | 0.05% | Add +2.2% | 86,818 | $1.9M |
| Probity Advisors, Inc. | 0.27% | Reduce -43.5% | 85,596 | $1.9M |
| Evexia Wealth LLC | 0.50% | Add +128.4% | 83,507 | $1.9M |
| Modera Wealth Management, LLC | 0.02% | No change | 76,908 | $1.7M |
| Steelhead Wealth Management LLC | 0.69% | Reduce -16.8% | 76,204 | $1.7M |
| Scissortail Wealth Management, LLC | 0.32% | Add +2.7% | 75,463 | $1.7M |
| Foundry Financial Group, Inc. | 0.73% | Add +1.3% | 75,426 | $1.7M |
| KFG Wealth Management, LLC | 0.19% | Add +3.6% | 73,356 | $1.6M |
| Mgo One Seven LLC | 0.03% | Add +3.3% | 70,896 | $1.6M |
| Klaas Financial Asset Advisors, LLC | 0.19% | Add +1.9% | 68,473 | $1.5M |
| Reliant Wealth Planning | 0.41% | Add +1.0% | 67,387 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +4.9% | 66,031 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.17% | Add +0.6% | 64,967 | $1.5M |
| Compass Ion Advisors, LLC | 0.12% | No change | 64,355 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +24.4% | 63,566 | $1.4M |
| Heartland Bank & Trust Co | 0.29% | No change | 63,532 | $1.4M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -0.0% | 59,884 | $1.3M |
| Great Diamond Partners, LLC | 0.22% | Add +38.9% | 58,293 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -22.3% | 57,304 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +0.6% | 56,662 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | Reduce -46.7% | 55,200 | $1.2M |
| Summitpoint Capital Management | 1.32% | Reduce -29.1% | 54,718 | $1.2M |
| Lido Advisors, LLC | 0.00% | Add +4.1% | 53,788 | $1.2M |
| NewSquare Capital LLC | 0.09% | New | 52,080 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -74.1% | 51,319 | $1.1M |
| Fourth Dimension Wealth, LLC | 0.36% | Add +7.0% | 50,833 | $1.1M |
| SkyView Investment Advisors, LLC | 0.88% | No change | 50,000 | $1.1M |
| Riverchase Wealth Management, LLC | 0.51% | Add +3.6% | 48,669 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +272.1% | 48,226 | $1.1M |
| Barrett & Company, Inc. | 0.29% | Add +0.3% | 46,370 | $1.0M |
| Summit Wealth Partners, LLC | 0.15% | Reduce -0.0% | 45,912 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | New | 45,757 | $1.0M |
| Straight Path Wealth Management | 0.23% | Add +1.6% | 44,058 | $986K |
| Rossmore Private Capital | 0.08% | Add +5.4% | 43,425 | $971K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +47.0% | 43,383 | $970K |
| Moulton Wealth Management, Inc. | 0.64% | Reduce -54.3% | 43,462 | $969K |
| 4J Wealth Management LLC | 0.47% | Add +17.5% | 42,483 | $950K |
| Mariner, LLC | 0.00% | Reduce -19.0% | 42,204 | $944K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Add +17.9% | 40,209 | $899K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 40,050 | $896K |
| Dudley Capital Management, LLC | 0.36% | No change | 39,325 | $880K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.5% | 39,161 | $876K |
| Phillips Financial Management, LLC | 0.06% | Add +0.1% | 38,682 | $865K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.2% | 37,775 | $845K |
| Ellis Investment Partners, LLC | 0.13% | New | 37,690 | $843K |
| Farther Finance Advisors, LLC | 0.01% | Add +82.0% | 36,559 | $818K |
| Duncker Streett & Co. Inc. | 0.14% | Add +0.9% | 36,446 | $815K |
| Mission Wealth Management, LP | 0.01% | Add +60.9% | 36,332 | $813K |
| Simplicity Wealth,LLC | 0.03% | Add +42.1% | 36,175 | $809K |
| Chris Bulman Inc | 0.28% | Reduce -8.4% | 34,877 | $780K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -6.8% | 32,284 | $722K |
| Benjamin Edwards Inc. | 0.01% | Add +2.9% | 31,891 | $713K |
| Element Wealth, LLC | 0.27% | Add +0.2% | 31,617 | $707K |
| L2 Asset Management, LLC | 0.07% | Reduce -90.0% | 31,516 | $705K |
| Wick Capital Partners, LLC | 0.11% | Reduce -2.8% | 31,494 | $705K |
| Cibc World Market Inc. | 0.00% | Reduce -0.5% | 31,212 | $698K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -6.8% | 31,087 | $695K |
| National Bank of Canada | 0.00% | Add +28.5% | 30,761 | $688K |
| Physician Wealth Advisors, Inc. | 0.08% | Add +333.2% | 29,856 | $668K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 29,035 | $650K |
| Savvy Advisors, Inc. | 0.01% | Reduce -5.7% | 28,976 | $648K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +0.6% | 28,802 | $644K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -88.5% | 28,503 | $638K |
| Money Concepts Capital Corp. | 0.03% | Add +20.2% | 28,215 | $631K |
| Harbour Investments, Inc. | 0.01% | Add +0.9% | 28,124 | $629K |
| Pure Financial Advisors, LLC | 0.01% | Add +5.1% | 27,980 | $626K |
| Granite Harbor Advisors, Inc. | 0.25% | Reduce -31.7% | 27,921 | $625K |
| Pinnacle Bancorp, Inc. | 0.16% | No change | 27,865 | $623K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -13.7% | 27,801 | $622K |
| Independent Advisor Alliance | 0.01% | Reduce -88.5% | 27,777 | $621K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -11.3% | 27,342 | $612K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.41% | No change | 27,039 | $605K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Add +0.5% | 27,022 | $604K |
| Basepoint Wealth LLC | 0.35% | Add +51.2% | 26,992 | $604K |
| Tableaux LLC | 0.25% | Reduce -10.9% | 26,674 | $597K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 26,400 | $591K |
| Essential Planning, LLC. | 0.16% | Add +0.5% | 25,888 | $579K |
| Madden Advisory Services, Inc. | 0.21% | Add +4.0% | 25,654 | $574K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.16% | Reduce -8.5% | 25,605 | $573K |
| PSI Advisors, LLC | 0.13% | Reduce -26.0% | 25,590 | $572K |
| Modern Wealth Management, LLC | 0.01% | Reduce -68.4% | 25,569 | $572K |
| Focused Wealth Management, Inc | 0.05% | Add +7.2% | 24,992 | $559K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 24,246 | $542K |
| Cambridge Financial Group, LLC | 0.17% | No change | 23,712 | $530K |
| Stonebridge Financial Group, LLC | 0.04% | Add +0.8% | 23,457 | $525K |
| World Investment Advisors | 0.01% | Add +0.1% | 22,991 | $516K |
| Chesley Taft & Associates LLC | 0.02% | No change | 23,000 | $515K |
| National Philanthropic Trust | 0.01% | No change | 22,261 | $498K |
| Raab & Moskowitz Asset Management LLC | 0.10% | Reduce -7.9% | 22,244 | $498K |
| Advisory Services Network, LLC | 0.01% | Add +23.1% | 22,198 | $497K |
| Beacon Financial Planning, Inc. | 0.17% | Add +0.6% | 22,106 | $495K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +7.6% | 22,100 | $494K |
| AQR Capital Management | 0.00% | No change | 22,060 | $493K |
| Gilbert & Cook, Inc. | 0.06% | No change | 22,025 | $493K |
| Daybright Advisory Services, Inc. | 0.11% | Add +1.3% | 21,082 | $472K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 20,088 | $449K |
| Black Maple Capital Management LP | 0.30% | No change | 20,000 | $447K |
| Walleye Partners, LLC | 0.50% | Add +0.9% | 19,793 | $443K |
| Churchill Financial Advisors, LLC | 0.08% | Add +0.7% | 19,686 | $440K |
| Foundations Investment Advisors, LLC | 0.00% | Add +2.8% | 19,568 | $438K |
| Visionary Wealth Advisors | 0.02% | Add +25.4% | 19,139 | $428K |
| First National Bank of Omaha | 0.01% | No change | 18,681 | $418K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +7.5% | 17,605 | $394K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -0.6% | 17,128 | $382K |
| Nottingham Advisors, Inc. | 0.05% | No change | 17,000 | $380K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -5.8% | 16,503 | $369K |
| Black Swift Group, LLC | 0.05% | Add +0.6% | 16,475 | $369K |
| Kestra Investment Management, LLC | 0.01% | Add +4.6% | 16,433 | $368K |
| Smithbridge Asset Management Inc. | 0.05% | No change | 16,400 | $367K |
| High Note Wealth, LLC | 0.06% | No change | 16,206 | $363K |
| Autumn Glory Partners, LLC | 0.10% | Add +20.2% | 16,203 | $362K |
| DecisionMap Wealth Management, LLC | 0.20% | Add +36.5% | 16,111 | $360K |
| SageView Advisory Group, LLC | 0.01% | Add +49.2% | 15,866 | $355K |
| Opus Capital Group, LLC | 0.03% | No change | 15,782 | $353K |
| Swan Global Investments, LLC | 0.02% | New | 15,771 | $353K |
| Crews Bank & Trust | 0.04% | No change | 15,340 | $343K |
| Trust Point Inc. | 0.03% | New | 15,281 | $342K |
| Trinity Wealth Management, LLC | 0.11% | No change | 15,152 | $339K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 14,600 | $327K |
| Towne Trust Company, N.A | 0.10% | Add +7.4% | 14,570 | $326K |
| KPP Advisory Services LLC | 0.04% | Reduce -2.3% | 14,240 | $319K |
| Liberty Wealth Management LLC | 0.04% | No change | 14,150 | $317K |
| Keeler Thomas Management LLC | 0.11% | Reduce -24.8% | 13,635 | $305K |
| Prospera Financial Services Inc | 0.00% | Add +5.1% | 13,590 | $304K |
| Alessandra Capital Management, LLC | 0.21% | No change | 13,500 | $302K |
| Moneco Advisors, LLC | 0.02% | No change | 12,942 | $290K |
| Milestone Asset Management, LLC | 0.05% | Add +39.2% | 12,812 | $287K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 12,751 | $285K |
| Alamar Capital Management, LLC | 0.14% | No change | 12,700 | $284K |
| Hills Bank & Trust Co | 0.01% | Add +0.6% | 12,446 | $278K |
| Principal Securities, Inc. | 0.00% | Add +0.1% | 12,346 | $276K |
| WASHINGTON TRUST Co | 0.01% | No change | 12,294 | $275K |
| XY Planning Network, Inc. | 0.03% | New | 12,260 | $274K |
| CGN Advisors LLC | 0.02% | Reduce -3.4% | 12,260 | $274K |
| Blue Square Asset Management, LLC | 0.11% | No change | 11,593 | $259K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 11,515 | $258K |
| World Equity Group, Inc. | 0.06% | No change | 11,505 | $257K |
| Fifth Third Bancorp | 0.00% | No change | 11,500 | $257K |
| Davis R M Inc. | 0.00% | New | 11,497 | $257K |
| Atwater Malick LLC | 0.06% | Add +4.9% | 11,480 | $257K |
| Beese Fulmer Investment Management, Inc. | 0.01% | Add +9.8% | 11,374 | $254K |
| Highland Financial Advisors, LLC | 0.06% | No change | 11,306 | $253K |
| Commonwealth Financial Services, LLC | 0.03% | New | 11,187 | $250K |
| Decker Wealth Management LLC | 0.05% | No change | 11,174 | $250K |
| Old Mission Investment Co LLC | 0.05% | No change | 11,139 | $249K |
| Mascoma Wealth Management LLC | 0.05% | No change | 11,028 | $247K |
| Resonant Capital Advisors, LLC | 0.01% | Reduce -4.1% | 11,009 | $246K |
| Alterna Wealth Management, Inc. | 0.14% | Reduce -31.7% | 10,923 | $244K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +0.2% | 10,913 | $244K |
| Guidance Point Advisors, LLC | 0.05% | Add +2.3% | 10,699 | $239K |
| IFG Advisory, LLC | 0.01% | New | 10,536 | $236K |
| Trust Co | 0.02% | No change | 10,193 | $228K |
| Mattern Capital Management, LLC | 0.03% | No change | 10,100 | $226K |
| Carmel Capital Partners, LLC | 0.07% | No change | 10,000 | $224K |
| Community Financial Services Group, LLC | 0.03% | New | 9,932 | $221K |
| Cherry Tree Wealth Management, LLC | 0.04% | No change | 9,875 | $221K |
| Composition Wealth, LLC | 0.00% | No change | 9,262 | $207K |
| Waverly Advisors, LLC | 0.00% | Reduce -13.9% | 9,252 | $207K |
| Berger Financial Group, Inc | 0.01% | No change | 9,223 | $206K |
| Talon Private Wealth, LLC | 0.02% | New | 9,131 | $204K |
| International Assets Investment Management, LLC | 0.01% | No change | 8,245 | $184K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 7,282 | $163K |
| Black Cypress Capital Management, LLC | 0.10% | No change | 6,500 | $145K |
| Fiduciary Financial Advisors | 0.01% | New | 6,237 | $140K |
| Montag A & Associates Inc. | 0.01% | No change | 5,638 | $126K |
| Atlantic Union Bankshares Corp | 0.00% | Add +28.8% | 5,191 | $116K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 5,000 | $112K |
| Key Financial Inc | 0.02% | New | 4,835 | $108K |
| Hara Capital LLC | 0.05% | Reduce -15.3% | 4,215 | $94K |
| CNB Bank | 0.04% | Add +4.3% | 4,174 | $93K |
| Costello Asset Management, INC | 0.03% | Add +0.9% | 3,979 | $89K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,555 | $80K |
| Spire Wealth Management | 0.00% | No change | 3,328 | $74K |
| Bogart Wealth, LLC | 0.00% | Reduce -7.5% | 3,067 | $69K |
| AE Wealth Management LLC | 0.00% | Reduce -3.5% | 2,892 | $65K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -15.9% | 2,825 | $63K |
| NBH Bank | 0.03% | — | 2,747 | $61K |
| Longview Financial Advisors LLC | 0.03% | New | 2,522 | $56K |
| US Bancorp \de | 0.00% | No change | 2,371 | $53K |
| Blue Trust, Inc. | 0.00% | Add +250.4% | 2,288 | $51K |
| MCF Advisors LLC | 0.00% | Add +72.1% | 2,239 | $50K |
| TD Capital Management LLC | 0.00% | Add +0.9% | 2,155 | $48K |
| Clearstead Trust, LLC | 0.01% | No change | 2,045 | $46K |
| Bank of Montreal | 0.00% | Add +0.9% | 1,729 | $39K |
| Princeton Global Asset Management LLC | 0.00% | No change | 1,335 | $30K |
| Balentine LLC | 0.00% | No change | 1,124 | $25K |
| BankPlus Trust Department | 0.01% | No change | 1,057 | $24K |
| Anchor Bay Capital, Inc. | 0.01% | — | 979 | $22K |
| CoreCap Advisors, LLC | 0.00% | Add +1.0% | 973 | $22K |
| Robbins Farley | 0.01% | No change | 904 | $20K |
| First PREMIER Bank | 0.00% | No change | 773 | $17K |
| Compass Financial Management LLC | 0.00% | — | 714 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 699 | $16K |
| SouthState Bank Corp | 0.00% | New | 486 | $11K |
| Franklin Resources Inc. | 0.00% | No change | 456 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 377 | $8K |
| Hyposwiss Advisors SA | 0.01% | No change | 300 | $7K |
| First Bancorp, Inc | 0.00% | New | 281 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 53 | $1K |
| FMR LLC | 0.00% | No change | 34 | $769 |
| Lanark Financial, Inc. | 0.00% | Reduce -48.0% | 26 | $581 |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $112 |
| JPMorgan Chase & Co. | 0.00% | Add +100.0% | 2 | $45 |
"% 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.