13F Insight
DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger
IBTH

iShares iBonds Dec 2027 Term T

312 institutions still hold iShares iBonds Dec 2027 Term T as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436e841·312 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 5.9%
vs prior quarter
13F value held
$1.0B
54.0% inst. owned
of float
Holders
312
-114 QoQ
filers reporting
Activity
+8 / −81
+755 added · −666 reduced
this quarter
Concentration
15.03%
HM PAYSON & CO #1
top holder share
AI Holders Summary · Q1 2026

312 institutions reported IBTH in Q1 2026. HM PAYSON & CO leads at 15.0% of the visible book. -114 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HM PAYSON & CO
CIK 0000928052
$152M6.8M2.19%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$85M3.8M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$83M3.7M0.01%Q1 202604
GLOBALT Investments LLC / GA
CIK 0002011891
$67M3.0M2.40%Q1 202605
Kovitz Investment Group Partners, LLC
CIK 0001665198
$59M2.6M1.37%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$56M2.5M0.01%Q1 202607
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$55M2.5M0.08%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$43M1.9M0.01%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M1.9M0.01%Q1 202610
LPL Financial LLC
CIK 0001403438
$41M1.8M0.01%Q1 202611
NewEdge Advisors, LLC
CIK 0001633516
$39M1.7M0.14%Q1 202612
Brookstone Capital Management
CIK 0001599584
$39M1.7M0.44%Q1 202613
UBS Group AG
CIK 0001610520
$38M1.7M0.01%Q1 202614
TRUE Private Wealth Advisors
CIK 0001667074
$38M1.7M3.59%Q1 202615
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$33M1.5M0.20%Q1 202616
Integrated Wealth Concepts LLC
CIK 0001737109
$29M1.3M0.23%Q1 202617
Stratos Wealth Advisors, LLC
CIK 0001707202
$29M1.3M1.77%Q1 202618
Connecticut Wealth Management, LLC
CIK 0001689829
$28M1.2M1.17%Q1 202619
Financial Advisory Corp
CIK 0001813369
$27M1.2M3.76%Q1 202620
Merit Financial Group, LLC
CIK 0001621225
$27M1.2M0.20%Q1 2026
Page 1 of 16
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