13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
IBDS

ISHRS IBNDS DEC 27 CORP ETF

467 institutions still hold ISHRS IBNDS DEC 27 CORP ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435UAA9·Exchange Traded Fund·467 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$1.4B
48.0% inst. owned
of float
Holders
467
+135 QoQ
filers reporting
Activity
+34 / −34
+936 added · −802 reduced
this quarter
Concentration
15.80%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

467 institutions reported IBDS in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.8% of the visible book. +135 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$225M9.3M0.02%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$126M5.2M0.19%Q1 202603
Lido Advisors, LLC
CIK 0001650150
$113M4.7M0.34%Q1 202604
MORGAN STANLEY
CIK 0000895421
$107M4.4M0.01%Q1 202605
UBS Group AG
CIK 0001610520
$103M4.3M0.02%Q1 202606
HM PAYSON & CO
CIK 0000928052
$100M4.1M1.45%Q1 202607
LPL Financial LLC
CIK 0001403438
$83M3.4M0.02%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$82M3.4M0.03%Q1 202609
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$50M2.0M3.38%Q1 202610
CAPITAL ADVISORS INC/OK
CIK 0000860828
$47M1.9M0.75%Q1 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$44M1.8M0.01%Q1 202612
HighTower Advisors, LLC
CIK 0001462245
$44M1.8M0.05%Q1 202613
Capital Investment Advisors, LLC
CIK 0001582732
$43M1.8M0.62%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$41M1.7M0.01%Q1 202615
WELLS FARGO & COMPANY/MN
CIK 0000072971
$39M1.6M0.01%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$36M1.5M0.05%Q1 202617
Gratus Wealth Advisors, LLC
CIK 0002022161
$36M1.5M5.14%Q1 202618
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$35M1.5M0.06%Q1 202619
THREADGILL FINANCIAL, LLC
CIK 0001814104
$34M1.4M10.00%Q1 202620
Kathmere Capital Management, LLC
CIK 0001794543
$33M1.4M2.05%Q1 2026
Page 1 of 24
447 more holders available. Log in →