ISHARES IBONDS DEC 2026 TERM
IBDRInstitutional ownership · Q2 2023
Latest quarter (Q2 2026)
Institutional holders
211
-1 (-0.5%) vs Q1 2023
Reported value
$1.2B
+6.7% vs Q1 2023
Shares held
50.0M
+3.6M shares
Quarter
Q2 2023
Period ended Jun 30, 2023
211 institutional managers reported holding 49,957,817 shares worth $1,175,597,843 on Form 13F for Q2 2023, against 212 in Q1 2023. Share positions on CUSIP 46435GAA0 only; option legs and principal-amount lines are not counted.
Top 25 institutional holders · Q2 2023
| # | Manager | Shares | Value | % of portfolio | Change | Position page |
|---|---|---|---|---|---|---|
| 1 | Bank of America Corporation | 5,735,422 | $134.6M | 0.01% | +32.6K | Position |
| 2 | SHUFRO ROSE & CO LLC | 3,000,113 | $70.4M | 6.43% | +206.4K | Position |
| 3 | Houlihan Financial Resource Group Ltd | 2,585,644 | $61.1M | 1.9% | +2.5M | Position |
| 4 | MORGAN STANLEY | 2,169,998 | $50.9M | < 0.01% | +432.0K | Position |
| 5 | AMERIPRISE FINANCIAL INC | 1,799,954 | $42.3M | 0.01% | +174.7K | Position |
| 6 | ROYAL BANK OF CANADA | 1,672,948 | $39.3M | 0.01% | +8.0K | Position |
| 7 | CAPITAL ADVISORS INC OK | 1,410,965 | $33.1M | 0.84% | -24.7K | Position |
| 8 | UBS Group AG | 1,372,223 | $32.2M | 0.01% | -224.5K | Position |
| 9 | MERCER GLOBAL ADVISORS INC ADV | 1,314,432 | $30.9M | 0.12% | +150.6K | Position |
| 10 | Raymond James Financial Services Advisors Inc | 1,294,811 | $30.4M | 0.05% | +63.6K | Position |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1,204,216 | $28.3M | 0.01% | +147.3K | Position |
| 12 | LPL Financial LLC | 1,119,822 | $26.3M | 0.02% | +82.8K | Position |
| 13 | STIFEL FINANCIAL CORP | 1,027,982 | $24.1M | 0.03% | +278.9K | Position |
| 14 | NewEdge Advisors LLC | 966,303 | $22.7M | 0.26% | +137.4K | Position |
| 15 | SIGMA INVESTMENT COUNSELORS INC | 943,268 | $22.1M | 1.63% | -14.3K | Position |
| 16 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 888,951 | $20.9M | 0.3% | +1 | Position |
| 17 | Sound View Wealth Advisors Group LLC | 840,222 | $19.7M | 2.59% | +31.7K | Position |
| 18 | US BANCORP DE | 805,923 | $18.9M | 0.03% | +56.3K | Position |
| 19 | RVW Wealth LLC | 805,522 | $18.9M | 2.23% | +3.3K | Position |
| 20 | TRUIST FINANCIAL CORPORATION | 775,501 | $18.2M | 0.03% | +46.7K | Position |
| 21 | Gateway Advisory LLC | 739,893 | $17.4M | 3.68% | +370.2K | Position |
| 22 | WELLS FARGO & COMPANY MN | 701,902 | $16.5M | < 0.01% | -163.0K | Position |
| 23 | MV CAPITAL MANAGEMENT INC | 660,528 | $15.5M | 2.06% | +43.7K | Position |
| 24 | WOODMONT INVESTMENT COUNSEL LLC | 639,463 | $15.0M | 1.56% | +54.0K | Position |
| 25 | Buffington Mohr McNeal | 609,348 | $14.3M | 3.09% | +22.2K | Position |
Values as reported on each manager's Q2 2023 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
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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 |