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

ISHARES IBONDS DEC 2026 TERM

192 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 46435U259·Exchange Traded Fund·192 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$316M
visible holders
Holders
192
filers reporting
Concentration
16.68%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

192 institutions reported IBMO in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 16.7% 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
$53M2.1M0.00%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$43M1.7M0.05%Q2 202603
Rossmore Private Capital
CIK 0001733082
$37M1.4M2.99%Q2 202604
NewEdge Advisors, LLC
CIK 0001633516
$19M732K0.06%Q2 202605
US BANCORP \DE\
CIK 0000036104
$17M653K0.02%Q2 202606
Integrated Wealth Concepts LLC
CIK 0001737109
$14M560K0.07%Q2 202607
Lido Advisors, LLC
CIK 0001650150
$14M556K0.04%Q2 202608
Kathmere Capital Management, LLC
CIK 0001794543
$14M554K0.75%Q2 202609
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$13M520K0.72%Q2 202610
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M461K0.00%Q2 202611
LPL Financial LLC
CIK 0001403438
$10M387K0.00%Q2 202612
Hills Bank & Trust Co
CIK 0001309148
$10M378K0.41%Q2 202613
MORGAN STANLEY
CIK 0000895421
$9M367K0.00%Q2 202614
Covington Investment Advisors Inc.
CIK 0001569036
$8M324K1.22%Q1 202615
UBS Group AG
CIK 0001610520
$8M312K0.00%Q2 202616
Paradiem, LLC
CIK 0001733356
$8M294K1.63%Q2 202617
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$7M274K0.26%Q2 202618
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$7M270K0.09%Q2 202619
HighTower Advisors, LLC
CIK 0001462245
$6M247K0.01%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M244K0.00%Q2 2026
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