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

ISHARES IBONDS DEC 2027 TERM

199 institutions still hold ISHARES IBONDS DEC 2027 TERM as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46435U283·Exchange Traded Fund·199 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$358M
visible holders
Holders
199
filers reporting
Concentration
18.91%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

199 institutions reported IBMP in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 18.9% 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
$68M2.7M0.00%Q2 202602
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$47M1.8M0.06%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M1.1M0.00%Q2 202604
Clearstead Advisors, LLC
CIK 0000842775
$25M1.0M0.24%Q2 202605
US BANCORP \DE\
CIK 0000036104
$19M745K0.02%Q2 202606
Heartwood Wealth Advisors LLC
CIK 0001794935
$18M698K1.38%Q2 202607
LBMC INVESTMENT ADVISORS, LLC
CIK 0001536924
$15M585K0.81%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$14M550K0.01%Q2 202609
Lido Advisors, LLC
CIK 0001650150
$14M547K0.04%Q2 202610
LPL Financial LLC
CIK 0001403438
$13M525K0.00%Q2 202611
NewEdge Advisors, LLC
CIK 0001633516
$13M524K0.04%Q2 202612
Hills Bank & Trust Co
CIK 0001309148
$13M508K0.55%Q2 202613
Kathmere Capital Management, LLC
CIK 0001794543
$13M499K0.67%Q2 202614
UBS Group AG
CIK 0001610520
$11M413K0.00%Q2 202615
MORGAN STANLEY
CIK 0000895421
$10M391K0.00%Q2 202616
Covington Investment Advisors Inc.
CIK 0001569036
$9M370K1.39%Q1 202617
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$8M310K0.10%Q2 202618
Integrated Wealth Concepts LLC
CIK 0001737109
$8M309K0.04%Q2 202619
Praetorian Wealth Management, Inc.
CIK 0001818940
$7M285K1.25%Q2 202620
Paradiem, LLC
CIK 0001733356
$6M248K1.36%Q2 2026
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