ISHARES IBONDS DEC 2026 TERM IBDR
$24.18
+0.1% 52w: $23.22 – $24.18
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data23.2223.7024.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
439
+2 QoQ
13F value
$2.37B
-9.2% QoQ
Smart-money holders
14
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.8M | $237.2M | 0.0% | +0.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 4.3M | $103.6M | 0.2% | +3.3% |
| HM PAYSON & CO | Diversified mechanical | 4.2M | $101.6M | 1.5% | -2.2% |
| LPL Financial LLC | Bank broker | 4.0M | $98.0M | 0.0% | -0.1% |
| MORGAN STANLEY | Bank broker | 3.8M | $90.9M | 0.0% | -3.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.7M | $64.6M | 0.0% | -17.7% |
| Sound View Wealth Advisors Group, LLC | Other | 2.0M | $48.0M | 3.3% | -1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 1.7M | $40.8M | 0.1% | +19.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.5M | $37.4M | 0.1% | -47.1% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 1.5M | $36.3M | 5.2% | +4.2% |
| ROYAL BANK OF CANADA | Bank broker | 1.5M | $35.3M | 0.0% | -2.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.4M | $35.0M | 0.0% | -2.7% |
| Kathmere Capital Management, LLC | Wealth advisor | 1.4M | $33.8M | 2.1% | +9.0% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 1.3M | $32.2M | 1.3% | -0.9% |
| SHUFRO ROSE & CO LLC | Wealth advisor | 1.2M | $30.1M | 2.1% | +4.4% |
| Focus Partners Wealth | Wealth advisor | 1.2M | $29.9M | 0.0% | -5.2% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.2M | $28.0M | 1.5% | -4.0% |
| RVW Wealth, LLC | Wealth advisor | 1.1M | $27.6M | 2.2% | -13.5% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.1M | $27.0M | 0.1% | +6.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 1.0M | $25.0M | 0.1% | +21.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 1.0M | $24.8M | 0.0% | -15.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 1.0M | $24.7M | 0.0% | -5.5% |
| Mariner, LLC | Diversified mechanical | 1.0M | $24.5M | 0.0% | +3.0% |
| TABR Capital Management, LLC | Wealth advisor | 995.4K | $24.1M | 22.2% | +1.9% |
| IFS Advisors, LLC | Wealth advisor | 967.8K | $23.5M | 12.1% | +3.4% |
| Mesirow Financial Investment Management, Inc. | Wealth advisor | 882.9K | $21.4M | 0.3% | +98.1% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 866.7K | $21.0M | 0.0% | +4.3% |
| Venture Visionary Partners LLC | Other | 864.0K | $20.9M | 0.7% | +4.2% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 809.6K | $19.6M | 0.2% | +7.5% |
| REBALANCE, LLC | Wealth advisor | 760.4K | $18.4M | 1.1% | -1.6% |
| US BANCORP \DE\ | Wealth advisor | 753.3K | $18.3M | 0.0% | -2.7% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 751.4K | $18.2M | 1.8% | +4.1% |
| Glenview Trust Co | Other | 711.0K | $17.2M | 0.3% | +7.7% |
| CWM, LLC | Wealth advisor | 676.9K | $16.4M | 0.0% | +15.4% |
| Sanctuary Advisors, LLC | Wealth advisor | 657.0K | $15.9M | 0.1% | +2.7% |
| NovaPoint Capital, LLC | Other | 634.9K | $15.4M | 3.9% | -2.6% |
| Capital Investment Advisors, LLC | Wealth advisor | 618.4K | $15.0M | 0.2% | +14.3% |
| Strid Group, LLC | Wealth advisor | 605.9K | $14.7M | 1.8% | +2.8% |
| BlackRock, Inc. | Index provider | 591.7K | $14.3M | 0.0% | +59.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 587.3K | $14.2M | 0.1% | +8.0% |
| SPINNAKER TRUST | Wealth advisor | 574.5K | $13.9M | 0.8% | +6.4% |
| CENTRAL TRUST Co | Diversified mechanical | 544.1K | $13.2M | 0.3% | -14.5% |
| Wick Capital Partners, LLC | Wealth advisor | 483.3K | $11.7M | 2.1% | +8.3% |
| IFP Advisors, Inc | Wealth advisor | 481.2K | $11.7M | 0.2% | +21.4% |
| Beaumont Asset Management, L.L.C. | Wealth advisor | 476.0K | $11.5M | 5.2% | +80.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 467.6K | $11.3M | 0.1% | -3.4% |
| LYELL WEALTH MANAGEMENT, LP | Other | 466.3K | $11.3M | 0.8% | -6.4% |
| MOSELEY INVESTMENT MANAGEMENT INC | Other | 427.7K | $10.4M | 3.3% | +4.0% |
| Arrow Financial Corp | Wealth advisor | 425.6K | $10.3M | 1.0% | -26.4% |
| Thrivent Financial for Lutherans | Diversified mechanical | 423.3K | $10.3M | 0.0% | +13.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.