ISHARES IBONDS DEC 2026 TERM

IBDR
CUSIP 46435GAA0 NYSE Arca ETF

Institutional ownership · Q1 2024

Latest quarter (Q2 2026)
Institutional holders 315 +17 (+5.7%) vs Q4 2023
Reported value $1.7B +7.5% vs Q4 2023
Shares held 71.6M +5.0M shares
Quarter Q1 2024 Period ended Mar 31, 2024

315 institutional managers reported holding 71,589,647 shares worth $1,707,149,532 on Form 13F for Q1 2024, against 298 in Q4 2023. Share positions on CUSIP 46435GAA0 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q1 2024

# Manager Shares Value % of portfolio Change
1 Bank of America Corporation 7,403,312 $176.6M 0.02% +526.6K Position
2 AMERIPRISE FINANCIAL INC 4,913,300 $117.2M 0.03% +3.5M Position
3 MORGAN STANLEY 3,110,191 $74.2M < 0.01% +149.2K Position
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,371,798 $56.6M 0.06% +153.2K Position
5 MERCER GLOBAL ADVISORS INC ADV 2,043,307 $48.7M 0.14% +498.6K Position
6 CAPITAL ADVISORS INC OK 1,886,483 $45.0M 0.97% +152.7K Position
7 ENVESTNET ASSET MANAGEMENT INC 1,836,669 $43.8M 0.02% +279.5K Position
8 LPL Financial LLC 1,661,178 $39.6M 0.02% -90.1K Position
9 WELLS FARGO & COMPANY MN 1,347,192 $32.1M < 0.01% +211.9K Position
10 SHUFRO ROSE & CO LLC 1,342,440 $32.0M 2.64% -1.7M Position
11 Raymond James Financial Services Advisors Inc 1,324,997 $31.6M 0.05% +74.3K Position
12 ROYAL BANK OF CANADA 1,289,397 $30.8M < 0.01% -28.0K Position
13 STIFEL FINANCIAL CORP 1,158,267 $27.6M 0.03% -28.4K Position
14 Gratus Wealth Advisors LLC 1,146,549 $27.1M 4.98% +104.4K Position
15 HM PAYSON & CO 1,083,665 $25.8M 0.48% +565.7K Position
16 SIGMA INVESTMENT COUNSELORS INC 1,001,495 $23.9M 1.54% +40.1K Position
17 TRUIST FINANCIAL CORPORATION 984,526 $23.5M 0.04% +126.2K Position
18 Kathmere Capital Management LLC 927,909 $22.1M 2.53% +71.3K Position
19 WOODMONT INVESTMENT COUNSEL LLC 896,473 $21.4M 1.8% +100.0K Position
20 SUMMITRY LLC 888,820 $21.2M 1.11% +30.6K Position
21 Sound View Wealth Advisors Group LLC 878,432 $21.0M 2.23% -20.2K Position
22 CONFLUENCE INVESTMENT MANAGEMENT LLC 845,491 $20.2M 0.27% +3.5K Position
23 BENJAMIN F EDWARDS & COMPANY INC 789,914 $18.8M 0.34% +89.2K Position
24 NewEdge Advisors LLC 774,965 $18.5M 0.16% -847.2K Position
25 RVW Wealth LLC 736,759 $17.6M 1.81% -14.0K Position

Values as reported on each manager's Q1 2024 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