ISHARES IBONDS DEC 2026 TERM

IBDR
CUSIP 46435GAA0 NYSE Arca ETF

Institutional ownership · Q3 2024

Latest quarter (Q2 2026)
Institutional holders 336 +11 (+3.4%) vs Q2 2024
Reported value $1.9B +4.6% vs Q2 2024
Shares held 80.2M +1.8M shares
Quarter Q3 2024 Period ended Sep 30, 2024

336 institutional managers reported holding 80,179,962 shares worth $1,948,686,946 on Form 13F for Q3 2024, against 325 in Q2 2024. Share positions on CUSIP 46435GAA0 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q3 2024

# Manager Shares Value % of portfolio Change
1 Bank of America Corporation 7,839,229 $190.5M 0.02% +269.8K Position
2 AMERIPRISE FINANCIAL INC 5,327,035 $129.4M 0.03% +244.8K Position
3 MORGAN STANLEY 3,588,020 $87.2M < 0.01% +269.0K Position
4 WELLS FARGO & COMPANY MN 3,017,317 $73.3M 0.02% +58.3K Position
5 ENVESTNET ASSET MANAGEMENT INC 2,161,474 $52.5M 0.02% +259.9K Position
6 LPL Financial LLC 2,129,979 $51.8M 0.02% +251.0K Position
7 MERCER GLOBAL ADVISORS INC ADV 2,133,630 $51.7M 0.12% +46.4K Position
8 CAPITAL ADVISORS INC OK 2,083,621 $50.6M 1.01% +91.5K Position
9 HM PAYSON & CO 1,547,421 $37.6M 0.64% +149.2K Position
10 SHUFRO ROSE & CO LLC 1,413,175 $33.7M 2.73% — Position
11 Raymond James Financial Services Advisors Inc 1,335,954 $32.5M 0.04% +71.8K Position
12 Gratus Wealth Advisors LLC 1,231,431 $29.7M 4.85% +59.7K Position
13 ROYAL BANK OF CANADA 1,217,295 $29.6M < 0.01% +4.3K Position
14 Sound View Wealth Advisors Group LLC 1,198,154 $29.1M 2.38% +255.2K Position
15 HOWLAND CAPITAL MANAGEMENT LLC 1,053,879 $25.6M 1.11% +319.1K Position
16 SIGMA INVESTMENT COUNSELORS INC 1,039,462 $25.3M 1.48% +30.6K Position
17 WOODMONT INVESTMENT COUNSEL LLC 983,270 $23.9M 1.8% +49.3K Position
18 TRUIST FINANCIAL CORPORATION 976,350 $23.7M 0.04% -4.5K Position
19 Kathmere Capital Management LLC 969,855 $23.6M 2.21% -131.3K Position
20 SUMMITRY LLC 931,437 $22.6M 1.08% +13.7K Position
21 Klingman & Associates LLC 890,755 $21.6M 1.34% -23.4K Position
22 RVW Wealth LLC 880,423 $21.4M 1.99% +82.8K Position
23 Bulltick Wealth Management LLC 865,465 $21.0M 5.09% New Position
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 841,583 $20.5M 0.02% -1.5M Position
25 Capital Investment Advisors LLC 737,160 $17.9M 0.37% +33.9K Position

Values as reported on each manager's Q3 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