ISHARES IBONDS DEC 2026 TERM

IBDR
CUSIP 46435GAA0 NYSE Arca ETF

Institutional ownership · Q4 2023

Latest quarter (Q2 2026)
Institutional holders 298 +60 (+25.2%) vs Q3 2023
Reported value $1.6B +25.4% vs Q3 2023
Shares held 66.6M +12.3M shares
Quarter Q4 2023 Period ended Dec 31, 2023

298 institutional managers reported holding 66,565,944 shares worth $1,588,328,855 on Form 13F for Q4 2023, against 238 in Q3 2023. Share positions on CUSIP 46435GAA0 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q4 2023

# Manager Shares Value % of portfolio Change
1 Bank of America Corporation 6,876,696 $164.4M 0.02% +1.0M Position
2 SHUFRO ROSE & CO LLC 3,084,409 $72.0M 6.83% -19.6K Position
3 MORGAN STANLEY 2,960,981 $70.8M < 0.01% +573.0K Position
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,218,626 $53.0M 0.06% +2.1M Position
5 UBS Group AG 2,084,157 $49.8M 0.01% +29.9K Position
6 LPL Financial LLC 1,751,297 $41.9M 0.03% +578.8K Position
7 CAPITAL ADVISORS INC OK 1,733,737 $41.4M 0.93% +353.3K Position
8 NewEdge Advisors LLC 1,622,187 $38.7M 0.37% +470.3K Position
9 ENVESTNET ASSET MANAGEMENT INC 1,557,132 $37.2M 0.02% +209.2K Position
10 MERCER GLOBAL ADVISORS INC ADV 1,544,680 $36.9M 0.11% +183.3K Position
11 AMERIPRISE FINANCIAL INC 1,410,270 $33.3M < 0.01% -330.4K Position
12 ROYAL BANK OF CANADA 1,317,364 $31.5M < 0.01% -379.9K Position
13 Raymond James Financial Services Advisors Inc 1,250,689 $29.9M 0.05% -43.7K Position
14 STIFEL FINANCIAL CORP 1,186,686 $28.4M 0.04% +17.5K Position
15 WELLS FARGO & COMPANY MN 1,135,315 $27.1M < 0.01% +140.1K Position
16 Gratus Wealth Advisors LLC 1,042,110 $24.9M 4.91% — Position
17 SIGMA INVESTMENT COUNSELORS INC 961,421 $23.0M 1.62% -16.1K Position
18 Sound View Wealth Advisors Group LLC 898,634 $21.5M 2.37% -110.7K Position
19 Granite Bay Wealth Management LLC 913,500 $21.4M 0.19% — Position
20 TRUIST FINANCIAL CORPORATION 858,301 $20.5M 0.03% +52.9K Position
21 SUMMITRY LLC 858,179 $20.5M 1.19% -464.4K Position
22 Kathmere Capital Management LLC 856,619 $20.5M 2.65% New Position
23 CONFLUENCE INVESTMENT MANAGEMENT LLC 841,982 $20.1M 0.28% -39.2K Position
24 WOODMONT INVESTMENT COUNSEL LLC 796,478 $19.0M 1.78% +107.2K Position
25 US BANCORP DE 759,943 $18.2M 0.03% -31.9K Position

Values as reported on each manager's Q4 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

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