ISHARES IBONDS DEC 2026 TERM IBMO
$25.60
+0.1% 52w: $24.99 – $25.61
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data24.9925.3025.61
Jun 20, 2025 Jul 2, 2026
Institutional holders
193
+12 QoQ
13F value
$484.0M
+0.7% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBMO?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.0M | $50.9M | 0.0% | -3.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.6M | $40.4M | 0.1% | -25.6% |
| Rossmore Private Capital | Other | 1.4M | $37.0M | 3.3% | -0.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 699.5K | $17.9M | 0.1% | +1.9% |
| US BANCORP \DE\ | Wealth advisor | 643.9K | $16.5M | 0.0% | -6.5% |
| Lido Advisors, LLC | Wealth advisor | 568.7K | $14.6M | 0.1% | +49.8% |
| LBMC INVESTMENT ADVISORS, LLC | Wealth advisor | 525.1K | $13.5M | 0.8% | +1.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 463.6K | $11.9M | 0.0% | -2.2% |
| Kathmere Capital Management, LLC | Wealth advisor | 459.5K | $11.8M | 0.7% | -2.6% |
| LPL Financial LLC | Bank broker | 404.3K | $10.4M | 0.0% | -1.4% |
| Hills Bank & Trust Co | Wealth advisor | 390.2K | $10.0M | 0.5% | -0.1% |
| UBS Group AG | Bank broker | 381.3K | $9.8M | 0.0% | -9.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 366.5K | $9.4M | 0.1% | -2.7% |
| MORGAN STANLEY | Bank broker | 332.0K | $8.5M | 0.0% | +16.2% |
| Covington Investment Advisors Inc. ★2 | Fundamental diversified | 323.9K | $8.3M | 1.2% | -1.0% |
| Paradiem, LLC | Other | 294.1K | $7.5M | 1.7% | +116.6% |
| HighTower Advisors, LLC | Diversified mechanical | 268.1K | $6.9M | 0.0% | +1.2% |
| LEAVELL INVESTMENT MANAGEMENT, INC. | Wealth advisor | 255.8K | $6.6M | 0.3% | -14.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 253.1K | $6.5M | 0.0% | -17.2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 231.6K | $5.9M | 0.1% | +18.4% |
| Sound View Wealth Advisors Group, LLC | Other | 227.6K | $5.8M | 0.4% | +5.6% |
| Praetorian Wealth Management, Inc. | Wealth advisor | 214.6K | $5.5M | 1.0% | -11.2% |
| CENTRAL TRUST Co | Diversified mechanical | 206.1K | $5.3M | 0.1% | +3.3% |
| Cyndeo Wealth Partners, LLC | Other | 189.7K | $4.9M | 0.3% | +29.7% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 184.2K | $4.7M | 0.2% | -5.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 182.2K | $4.7M | 0.0% | New |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 178.2K | $4.6M | 0.0% | -2.5% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 167.3K | $4.3M | 0.0% | +27.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 154.8K | $4.0M | 0.0% | -10.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 140.5K | $3.6M | 0.0% | +3.4% |
| Quantum Financial Advisors, LLC | Wealth advisor | 133.1K | $3.4M | 0.4% | -36.3% |
| PSI Advisors, LLC | Wealth advisor | 131.8K | $3.4M | 0.8% | Held |
| COLDSTREAM CAPITAL MANAGEMENT INC | Wealth advisor | 127.9K | $3.3M | 0.0% | +0.6% |
| Sanctuary Advisors, LLC | Wealth advisor | 105.0K | $2.7M | 0.0% | -22.7% |
| Wick Capital Partners, LLC | Wealth advisor | 104.0K | $2.7M | 0.5% | 0.0% |
| ASSETMARK, INC | Wealth advisor | 103.6K | $2.7M | 0.0% | +8.8% |
| NorthCoast Asset Management LLC | Other | 103.2K | $2.6M | 0.1% | -1.2% |
| Cetera Investment Advisers | Wealth advisor | 98.9K | $2.5M | 0.0% | +107.7% |
| MOSELEY INVESTMENT MANAGEMENT INC | Other | 96.9K | $2.5M | 0.8% | +16.9% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 96.1K | $2.5M | 0.3% | +7.0% |
| SONATA CAPITAL GROUP INC | Wealth advisor | 95.7K | $2.5M | 0.9% | Held |
| Atwater Malick LLC | Other | 90.2K | $2.3M | 0.6% | -11.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 88.0K | $2.3M | 0.0% | -6.3% |
| CWM, LLC | Wealth advisor | 87.0K | $2.2M | 0.0% | +9.8% |
| Valmark Advisers, Inc. | Wealth advisor | 81.4K | $2.1M | 0.0% | +9.4% |
| Wolfstich Capital, LLC | Wealth advisor | 83.4K | $2.0M | 1.8% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 76.0K | $1.9M | 0.0% | +8.2% |
| IHT Wealth Management, LLC | Wealth advisor | 76.0K | $1.9M | 0.0% | +0.4% |
| Kastel Capital Advisors, LLC | Wealth advisor | 75.8K | $1.9M | 1.2% | Held |
| BLUE SQUARE ASSET MANAGEMENT, LLC | Other | 74.5K | $1.9M | 0.9% | +62.5% |
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.