ISHARES IBONDS DEC 2026 TERM

IBDR
CUSIP 46435GAA0 NYSE Arca ETF

Institutional ownership · Q1 2025

Latest quarter (Q2 2026)
Institutional holders 392 +23 (+6.2%) vs Q4 2024
Reported value $2.2B +4.3% vs Q4 2024
Shares held 92.7M +3.3M shares
Quarter Q1 2025 Period ended Mar 31, 2025

392 institutional managers reported holding 92,659,487 shares worth $2,242,871,151 on Form 13F for Q1 2025, against 369 in Q4 2024. Share positions on CUSIP 46435GAA0 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q1 2025

# Manager Shares Value % of portfolio Change
1 Bank of America Corporation 8,961,930 $217.0M 0.02% +560.2K Position
2 MORGAN STANLEY 4,180,253 $101.2M < 0.01% +210.7K Position
3 HM PAYSON & CO 2,755,765 $66.7M 1.17% +537.5K Position
4 LPL Financial LLC 2,622,627 $63.5M 0.02% +333.8K Position
5 MERCER GLOBAL ADVISORS INC ADV 2,573,674 $62.3M 0.14% +371.1K Position
6 RAYMOND JAMES FINANCIAL INC 2,394,660 $58.0M 0.02% +337.2K Position
7 CAPITAL ADVISORS INC OK 2,377,526 $57.6M 1.15% +158.5K Position
8 ENVESTNET ASSET MANAGEMENT INC 2,322,476 $56.2M 0.02% +15.9K Position
9 AMERIPRISE FINANCIAL INC 2,136,606 $51.7M 0.01% -2.1M Position
10 Sarver Vrooman Wealth Advisors 1,744,976 $42.2M 28.11% — Position
11 ROYAL BANK OF CANADA 1,477,727 $35.8M < 0.01% +224.3K Position
12 Sound View Wealth Advisors Group LLC 1,409,703 $34.1M 2.8% +102.3K Position
13 WELLS FARGO & COMPANY MN 1,334,759 $32.3M < 0.01% -1.6M Position
14 Gratus Wealth Advisors LLC 1,297,632 $31.4M 5.16% +39.5K Position
15 HOWLAND CAPITAL MANAGEMENT LLC 1,194,473 $28.9M 1.29% -4.3K Position
16 CAPTRUST FINANCIAL ADVISORS 1,171,737 $28.4M 0.07% +285.3K Position
17 SHUFRO ROSE & CO LLC 1,108,718 $26.8M 2.12% -338.1K Position
18 SIGMA INVESTMENT COUNSELORS INC 1,098,415 $26.6M 1.63% +25.4K Position
19 Kathmere Capital Management LLC 1,085,993 $26.3M 2.23% +99.0K Position
20 HighTower Advisors LLC 1,070,732 $25.9M 0.04% +221 Position
21 COMMONWEALTH EQUITY SERVICES LLC 1,046,632 $25.3M 0.04% +213.6K Position
22 TABR Capital Management LLC 1,040,808 $25.2M 26.26% +31.5K Position
23 RENAISSANCE TECHNOLOGIES LLC 1,034,008 $25.0M 0.04% +454.2K Position
24 WOODMONT INVESTMENT COUNSEL LLC 1,029,630 $24.9M 1.8% -6.0K Position
25 RVW Wealth LLC 1,021,682 $24.7M 2.33% +62.1K Position

Values as reported on each manager's Q1 2025 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