ISHARES IBONDS DEC 2026 TERM

IBDR
CUSIP 46435GAA0 NYSE Arca ETF

Institutional ownership · Q4 2021

Latest quarter (Q2 2026)
Institutional holders 120 +11 (+10.1%) vs Q3 2021
Reported value $717.3M +14.2% vs Q3 2021
Shares held 27.3M +3.6M shares
Quarter Q4 2021 Period ended Dec 31, 2021

120 institutional managers reported holding 27,314,415 shares worth $717,295,351 on Form 13F for Q4 2021, against 109 in Q3 2021. Share positions on CUSIP 46435GAA0 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q4 2021

# Manager Shares Value % of portfolio Change
1 CAPITAL ADVISORS INC OK 3,823,564 $99.7M 2.67% +128.3K Position
2 Aptus Capital Advisors LLC 3,667,409 $95.6M 2.87% +693.1K Position
3 Bank of America Corporation 2,456,866 $64.1M < 0.01% +989.7K Position
4 MORGAN STANLEY 1,445,001 $37.7M < 0.01% +20.8K Position
5 SIGMA INVESTMENT COUNSELORS INC 1,075,996 $28.1M 1.96% +34.3K Position
6 Capital Investment Advisors LLC 965,596 $25.2M 0.77% +95.6K Position
7 TRUIST FINANCIAL CORPORATION 923,313 $24.1M 0.04% +45.9K Position
8 Karp Capital Management Corp 829,143 $21.6M 2.71% New Position
9 LPL Financial LLC 763,118 $19.9M 0.02% +317.9K Position
10 WELLS FARGO & COMPANY MN 757,680 $19.8M < 0.01% -315.1K Position
11 RVW Wealth LLC 728,317 $19.0M 2.12% +433.4K Position
12 CONFLUENCE INVESTMENT MANAGEMENT LLC 718,441 $18.7M 0.25% +10.1K Position
13 US BANCORP DE 669,200 $17.4M 0.03% +141.4K Position
14 Sound View Wealth Advisors Group LLC 465,750 $12.1M 2.29% +26.6K Position
15 UBS Group AG 439,219 $11.5M < 0.01% +20.4K Position
16 Janney Montgomery Scott LLC 397,222 $10.4M 0.04% +40.6K Position
17 Mariner LLC 383,135 $10.0M 0.04% -41.6K Position
18 Raymond James Financial Services Advisors Inc 360,050 $9.4M 0.02% +31.7K Position
19 ROYAL BANK OF CANADA 315,688 $8.2M < 0.01% +14.8K Position
20 Gateway Advisory LLC 303,240 $7.9M 1.69% -302 Position
21 CAPTRUST FINANCIAL ADVISORS 302,947 $7.9M 0.05% -6.2K Position
22 ENVESTNET ASSET MANAGEMENT INC 253,527 $6.6M < 0.01% +53.7K Position
23 CENTRAL TRUST Co 253,313 $6.6M 0.19% +5.7K Position
24 Sandy Spring Bank 227,394 $5.9M 0.28% +9.5K Position
25 ARCADIA INVESTMENT ADVISORS LLC 217,168 $5.7M 2.89% +32.9K Position

Values as reported on each manager's Q4 2021 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Quarter Holders Shares Value
Q2 2026 426 -17 90.2M $2.2B
Q1 2026 443 +3 98.2M $2.4B
Q4 2025 440 +33 104.5M $2.5B
Q3 2025 407 -4 91.5M $2.2B
Q2 2025 411 +19 96.2M $2.3B
Q1 2025 392 +23 92.7M $2.2B
Q4 2024 369 +33 89.3M $2.2B
Q3 2024 336 +11 80.2M $1.9B
Q2 2024 325 +10 78.4M $1.9B
Q1 2024 315 +17 71.6M $1.7B
Q4 2023 298 +60 66.6M $1.6B
Q3 2023 238 +27 54.3M $1.3B
Q2 2023 211 -1 50.0M $1.2B
Q1 2023 212 +24 46.4M $1.1B
Q4 2022 188 +25 40.9M $952.9M
Q3 2022 163 +20 38.9M $898.0M
Q2 2022 143 +22 32.3M $771.0M
Q1 2022 121 +1 33.7M $821.6M
Q4 2021 120 +11 27.3M $717.3M
Q3 2021 109 23.7M $628.1M

Q3 2021–Q2 2026, as reported on Form 13F. Earlier quarters are in the ownership explorer below.

Across other SEC filings

Fund holders · N-PORT

2 funds
Fund Value % of fund As of
PL Growth and Income ETF $1.5M 2.95% Jun 2026
Fundamentals First ETF $78.5K 1.13% Jun 2026

2 funds reported holding $1,594,722 in total on their latest public Form N-PORT reports, the most recent dated June 2026.

Ownership explorer

Security Details

CUSIP 46435GAA0
FIGI BBG00DST7FD2
Symbol IBDR
Type Etf
Class IBONDS DEC2026 as filed on 13F
Exchange NYSE Arca

Identifier History

Type Value From To
SERIES_ID S000055059 2026-03-05 Current
FIGI BBG00DST7FD2 2026-02-07 Current
CUSIP 46435GAA0 2016-09-30 Current

Listing History

Symbol Exchange From To
IBDR NYSE Arca 2016-11-15 Current