ISHARES IBONDS DEC 2026 TERM

IBDR
CUSIP 46435GAA0 NYSE Arca ETF

Institutional ownership · Q4 2025

Latest quarter (Q2 2026)
Institutional holders 440 +33 (+8.1%) vs Q3 2025
Reported value $2.5B +13.8% vs Q3 2025
Shares held 104.5M +13.0M shares
Quarter Q4 2025 Period ended Dec 31, 2025

440 institutional managers reported holding 104,477,604 shares worth $2,531,127,058 on Form 13F for Q4 2025, against 407 in Q3 2025. Share positions on CUSIP 46435GAA0 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q4 2025

# Manager Shares Value % of portfolio Change
1 Bank of America Corporation 9,766,906 $236.7M 0.02% +541.6K Position
2 HM PAYSON & CO 4,283,152 $103.8M 1.46% +723.2K Position
3 MERCER GLOBAL ADVISORS INC ADV 4,136,377 $100.3M 0.15% +555.7K Position
4 LPL Financial LLC 4,047,513 $98.1M 0.03% +634.9K Position
5 MORGAN STANLEY 3,878,527 $94.0M < 0.01% +170.2K Position
6 RAYMOND JAMES FINANCIAL INC 3,240,308 $78.5M 0.02% +550.3K Position
7 CAPTRUST FINANCIAL ADVISORS 2,917,315 $70.7M 0.13% +1.4M Position
8 Sound View Wealth Advisors Group LLC 2,013,302 $48.8M 3.27% +210.6K Position
9 Sarver Vrooman Wealth Advisors 1,772,824 $43.0M 27.31% +4.4K Position
10 AMERIPRISE FINANCIAL INC 1,486,976 $36.0M < 0.01% +30.1K Position
11 ROYAL BANK OF CANADA 1,485,934 $36.0M < 0.01% -17.0K Position
12 Gratus Wealth Advisors LLC 1,436,539 $34.8M 4.83% +70.2K Position
13 COMMONWEALTH EQUITY SERVICES LLC 1,408,626 $34.1M 0.05% +285.8K Position
14 HighTower Advisors LLC 1,396,686 $33.8M 0.04% +144.5K Position
15 HOWLAND CAPITAL MANAGEMENT LLC 1,340,214 $32.5M 1.24% +9.8K Position
16 RVW Wealth LLC 1,318,361 $31.9M 2.44% +182.4K Position
17 Focus Partners Wealth 1,298,892 $31.5M 0.04% +494.1K Position
18 Kathmere Capital Management LLC 1,278,379 $31.0M 2.09% -10.0K Position
19 WELLS FARGO & COMPANY MN 1,215,913 $29.5M < 0.01% -39.2K Position
20 SIGMA INVESTMENT COUNSELORS INC 1,204,934 $29.2M 1.48% +29.0K Position
21 SHUFRO ROSE & CO LLC 1,191,011 $28.9M 1.95% +104.6K Position
22 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,077,263 $26.1M 0.02% +186.7K Position
23 NewEdge Advisors LLC 1,046,723 $25.4M 0.09% +141.5K Position
24 Mariner LLC 982,857 $23.8M 0.03% +721.2K Position
25 TABR Capital Management LLC 977,298 $23.7M 6.16% -94.4K Position

Values as reported on each manager's Q4 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