13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
IBMO

ISHARES IBONDS DEC 2026 TRM MU

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

CUSIP 46435u259·199 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.3%
vs prior quarter
13F value held
$302M
68.0% inst. owned
of float
Holders
199
-1 QoQ
filers reporting
Activity
+62 / −117
+1,058 added · −911 reduced
this quarter
Concentration
16.88%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

199 institutions reported IBMO in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 16.9% of the visible book. -1 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$51M2.0M0.00%Q1 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$40M1.6M0.06%Q1 202603
Rossmore Private Capital
CIK 0001733082
$37M1.4M3.25%Q1 202604
NewEdge Advisors, LLC
CIK 0001633516
$18M700K0.06%Q1 202605
US BANCORP \DE\
CIK 0000036104
$17M644K0.02%Q1 202606
Lido Advisors, LLC
CIK 0001650150
$15M569K0.04%Q1 202607
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$13M525K0.82%Q1 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$12M464K0.00%Q1 202609
Kathmere Capital Management, LLC
CIK 0001794543
$12M459K0.72%Q1 202610
LPL Financial LLC
CIK 0001403438
$10M404K0.00%Q1 202611
Hills Bank & Trust Co
CIK 0001309148
$10M390K0.48%Q1 202612
UBS Group AG
CIK 0001610520
$10M381K0.00%Q1 202613
Integrated Wealth Concepts LLC
CIK 0001737109
$9M366K0.07%Q1 202614
MORGAN STANLEY
CIK 0000895421
$9M332K0.00%Q1 202615
Paradiem, LLC
CIK 0001733356
$8M294K1.66%Q1 202616
HighTower Advisors, LLC
CIK 0001462245
$7M268K0.01%Q1 202617
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$7M256K0.27%Q1 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M253K0.00%Q1 202619
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$6M232K0.09%Q1 202620
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$6M228K0.40%Q1 2026
Page 1 of 10
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