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

ISHRS IBNDS DEC 27 CORP ETF

476 institutions still hold ISHRS IBNDS DEC 27 CORP ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435UAA9·Exchange Traded Fund·476 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.4B
visible holders
Holders
476
filers reporting
Concentration
16.42%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

476 institutions reported IBDS in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 16.4% 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
$235M9.7M0.02%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$135M5.6M0.17%Q2 202603
MORGAN STANLEY
CIK 0000895421
$111M4.6M0.01%Q2 202604
Lido Advisors, LLC
CIK 0001650150
$106M4.4M0.29%Q2 202605
UBS Group AG
CIK 0001610520
$102M4.2M0.01%Q2 202606
HM PAYSON & CO
CIK 0000928052
$101M4.2M1.33%Q2 202607
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$91M3.8M0.02%Q2 202608
LPL Financial LLC
CIK 0001403438
$88M3.7M0.02%Q2 202609
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$52M2.2M3.23%Q2 202610
Capital Investment Advisors, LLC
CIK 0001582732
$46M1.9M0.61%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$46M1.9M0.01%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$40M1.7M0.01%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$37M1.5M0.05%Q2 202614
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$37M1.5M0.06%Q2 202615
Gratus Wealth Advisors, LLC
CIK 0002022161
$36M1.5M4.63%Q2 202616
Kathmere Capital Management, LLC
CIK 0001794543
$35M1.5M1.88%Q2 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$35M1.5M0.01%Q2 202618
HOWLAND CAPITAL MANAGEMENT LLC
CIK 0001079112
$32M1.3M1.17%Q2 202619
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$32M1.3M1.57%Q2 202620
RVW Wealth, LLC
CIK 0001756543
$31M1.3M2.03%Q2 2026
Page 1 of 24
456 more holders available. Log in →