13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IBDR

ISHARES IBONDS DEC 2026 TERM

495 institutions still hold ISHARES IBONDS DEC 2026 TERM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435GAA0·Exchange Traded Fund·495 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
495
filers reporting
Concentration
19.63%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

495 institutions reported IBDR in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 19.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$238M9.8M0.02%Q2 202602
Lido Advisors, LLC
CIK 0001650150
$106M4.4M0.29%Q2 202603
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$105M4.3M0.13%Q2 202604
HM PAYSON & CO
CIK 0000928052
$101M4.2M1.34%Q2 202605
LPL Financial LLC
CIK 0001403438
$94M3.9M0.02%Q2 202606
MORGAN STANLEY
CIK 0000895421
$87M3.6M0.00%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$60M2.5M0.02%Q2 202608
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$40M1.6M0.05%Q2 202609
Gratus Wealth Advisors, LLC
CIK 0002022161
$37M1.5M4.71%Q2 202610
Kathmere Capital Management, LLC
CIK 0001794543
$36M1.5M1.93%Q2 202611
HOWLAND CAPITAL MANAGEMENT LLC
CIK 0001079112
$36M1.5M1.31%Q2 202612
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$36M1.5M2.21%Q2 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$34M1.4M0.05%Q2 202614
ROYAL BANK OF CANADA
CIK 0001000275
$32M1.3M0.00%Q2 202615
HighTower Advisors, LLC
CIK 0001462245
$31M1.3M0.03%Q2 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$28M1.2M0.29%Q2 202617
RVW Wealth, LLC
CIK 0001756543
$28M1.2M1.86%Q2 202618
Kestra Advisory Services, LLC
CIK 0001830819
$28M1.2M0.09%Q2 202619
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$28M1.1M1.35%Q2 202620
NewEdge Advisors, LLC
CIK 0001633516
$28M1.1M0.08%Q2 2026
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