13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
IBDR

ISHARES IBONDS DEC 2026 TERM

486 institutions still hold ISHARES IBONDS DEC 2026 TERM as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435GAA0·Exchange Traded Fund·486 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
486
filers reporting
Concentration
18.79%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

486 institutions reported IBDR in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.8% 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
$237M9.8M0.02%Q1 202602
Lido Advisors, LLC
CIK 0001650150
$113M4.7M0.35%Q1 202603
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$104M4.3M0.15%Q1 202604
HM PAYSON & CO
CIK 0000928052
$101M4.2M1.34%Q2 202605
LPL Financial LLC
CIK 0001403438
$98M4.0M0.03%Q1 202606
MORGAN STANLEY
CIK 0000895421
$91M3.8M0.01%Q1 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M2.7M0.02%Q1 202608
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$48M2.0M3.27%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$41M1.7M0.06%Q1 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$37M1.5M0.07%Q1 202611
Gratus Wealth Advisors, LLC
CIK 0002022161
$37M1.5M4.71%Q2 202612
HOWLAND CAPITAL MANAGEMENT LLC
CIK 0001079112
$36M1.5M1.31%Q2 202613
ROYAL BANK OF CANADA
CIK 0001000275
$35M1.5M0.01%Q1 202614
AMERIPRISE FINANCIAL INC
CIK 0000820027
$35M1.4M0.01%Q1 202615
Kathmere Capital Management, LLC
CIK 0001794543
$34M1.4M2.08%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$32M1.3M0.03%Q1 202617
Focus Partners Wealth
CIK 0001542153
$31M1.3M0.04%Q4 202518
SHUFRO ROSE & CO LLC
CIK 0000908195
$30M1.2M2.05%Q1 202619
RVW Wealth, LLC
CIK 0001756543
$28M1.2M1.86%Q2 202620
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$28M1.2M1.48%Q1 2026
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