ISHARES IBONDS DEC 2026 TERM
IBDRInstitutional ownership · Q3 2022
Latest quarter (Q2 2026)
Institutional holders
163
+20 (+14.0%) vs Q2 2022
Reported value
$898.0M
+16.5% vs Q2 2022
Shares held
38.9M
+6.5M shares
Quarter
Q3 2022
Period ended Sep 30, 2022
163 institutional managers reported holding 38,850,922 shares worth $897,974,854 on Form 13F for Q3 2022, against 143 in Q2 2022. Share positions on CUSIP 46435GAA0 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q3 2022
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | SHUFRO ROSE & CO LLC | 5,391,717 | $124.5M | 12.44% | +1.1M | Position |
| 2 | Bank of America Corporation | 4,356,066 | $100.6M | 0.01% | +506.7K | Position |
| 3 | CAPITAL ADVISORS INC OK | 3,088,943 | $70.4M | 2.18% | -226.1K | Position |
| 4 | MORGAN STANLEY | 1,265,052 | $29.2M | < 0.01% | -6.7K | Position |
| 5 | Gateway Advisory LLC | 1,035,872 | $23.9M | 5.93% | +731.3K | Position |
| 6 | SIGMA INVESTMENT COUNSELORS INC | 1,030,124 | $23.8M | 2.03% | -48.8K | Position |
| 7 | LPL Financial LLC | 917,487 | $21.2M | 0.02% | +55.2K | Position |
| 8 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 848,604 | $19.6M | 0.33% | +396 | Position |
| 9 | Raymond James Financial Services Advisors Inc | 826,680 | $19.1M | 0.04% | -3.2K | Position |
| 10 | CORDA Investment Management LLC | 774,885 | $17.9M | 1.6% | +685.9K | Position |
| 11 | SUMMITRY LLC | 771,134 | $17.8M | 1.34% | New | Position |
| 12 | AMERIPRISE FINANCIAL INC | 731,896 | $16.9M | < 0.01% | +510.0K | Position |
| 13 | MERCER GLOBAL ADVISORS INC ADV | 729,645 | $16.9M | 0.1% | +276.3K | Position |
| 14 | TRUIST FINANCIAL CORPORATION | 712,266 | $16.5M | 0.03% | -57.4K | Position |
| 15 | ENVESTNET ASSET MANAGEMENT INC | 710,955 | $16.4M | < 0.01% | +256.3K | Position |
| 16 | US BANCORP DE | 709,652 | $16.4M | 0.03% | +42.6K | Position |
| 17 | STIFEL FINANCIAL CORP | 697,650 | $16.1M | 0.03% | -4.6K | Position |
| 18 | UBS Group AG | 666,378 | $15.4M | < 0.01% | +107.7K | Position |
| 19 | Klingman & Associates LLC | 660,591 | $15.3M | 1.5% | +165.1K | Position |
| 20 | WELLS FARGO & COMPANY MN | 645,083 | $14.9M | < 0.01% | +160.7K | Position |
| 21 | Sound View Wealth Advisors Group LLC | 530,462 | $12.3M | 2.75% | +5.4K | Position |
| 22 | ROYAL BANK OF CANADA | 494,689 | $11.4M | < 0.01% | -193.3K | Position |
| 23 | Janney Montgomery Scott LLC | 445,823 | $10.3M | 0.04% | +34.2K | Position |
| 24 | WOODMONT INVESTMENT COUNSEL LLC | 405,450 | $9.4M | 1.17% | +158.0K | Position |
| 25 | BENJAMIN F EDWARDS & COMPANY INC | 351,525 | $8.1M | 0.41% | +59.2K | Position |
Values as reported on each manager's Q3 2022 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
Loading 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 |