ISHARES IBONDS DEC 2026 TERM IBTG
$22.83
+0.0% 52w: $22.00 – $22.83
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data22.0022.4222.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
323
+11 QoQ
13F value
$1.91B
-1.8% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
2
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HM PAYSON & CO | Diversified mechanical | 5.9M | $135.4M | 2.0% | -9.9% |
| NorthCoast Asset Management LLC | Other | 4.5M | $104.2M | 2.4% | -3.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 4.2M | $95.2M | 0.0% | +4.5% |
| MORGAN STANLEY | Bank broker | 4.1M | $93.5M | 0.0% | +2.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.5M | $57.8M | 0.1% | -11.2% |
| Capital Investment Advisors, LLC | Wealth advisor | 2.5M | $56.9M | 0.8% | -0.1% |
| LPL Financial LLC | Bank broker | 2.4M | $54.9M | 0.0% | +6.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.4M | $54.2M | 0.0% | -5.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.9M | $44.2M | 0.2% | +6.1% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.9M | $42.6M | 0.3% | +10.3% |
| Connecticut Wealth Management, LLC | Wealth advisor | 1.8M | $41.2M | 1.7% | +35.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.7M | $38.7M | 0.0% | -25.5% |
| UBS Group AG | Bank broker | 1.6M | $36.8M | 0.0% | +1.3% |
| BAILARD, INC. | Other | 1.6M | $36.8M | 0.8% | -43.1% |
| Financial Advisory Corp | Wealth advisor | 1.6M | $36.7M | 5.1% | -1.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 1.6M | $36.6M | 0.3% | +8.7% |
| SUMMITRY LLC ★2 | Fundamental diversified | 1.5M | $35.1M | 1.2% | +0.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.4M | $31.3M | 0.0% | +554.3% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 1.1M | $26.1M | 0.4% | +7.7% |
| Wealthspire Advisors, LLC | Wealth advisor | 1.0M | $23.5M | 0.2% | +556.4% |
| Krilogy Financial LLC | Wealth advisor | 920.1K | $21.0M | 0.7% | +6.1% |
| OneAscent Financial Services LLC | Wealth advisor | 906.1K | $20.8M | 1.1% | New |
| Horizon Advisory Services, Inc. | Wealth advisor | 878.3K | $20.1M | 10.3% | +2.1% |
| MOSELEY INVESTMENT MANAGEMENT INC | Other | 842.2K | $19.3M | 6.2% | +2.3% |
| Carnegie Investment Counsel | Other | 842.1K | $19.3M | 0.4% | -4.0% |
| Apella Capital, LLC | Wealth advisor | 776.7K | $17.8M | 0.3% | +1.3% |
| MKT Advisors LLC | Wealth advisor | 777.7K | $17.8M | 6.0% | +3.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 767.8K | $17.6M | 0.0% | -2.7% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 695.6K | $15.9M | 1.6% | +5.5% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 694.3K | $15.9M | 0.2% | +2.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 671.4K | $15.4M | 0.0% | +7.5% |
| CWM, LLC | Wealth advisor | 669.6K | $15.3M | 0.0% | +19.1% |
| Denver PWM, LLC | Wealth advisor | 668.8K | $15.3M | 5.3% | -14.4% |
| BlackRock, Inc. | Index provider | 660.6K | $15.1M | 0.0% | +138.1% |
| Focus Partners Wealth | Wealth advisor | 640.2K | $14.7M | 0.0% | +8.8% |
| Delta Wealth Advisors LLC | Wealth advisor | 615.9K | $14.1M | 10.7% | +25.0% |
| Scissortail Wealth Management, LLC | Wealth advisor | 613.1K | $14.0M | 2.8% | +16.5% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 601.8K | $13.8M | 0.8% | -58.6% |
| BIP Wealth, LLC | Wealth advisor | 530.0K | $12.1M | 0.5% | +14.7% |
| Baird Financial Group, Inc. | Diversified mechanical | 529.2K | $12.1M | 0.0% | +15.7% |
| Wealth Management Strategies, Inc. | Wealth advisor | 515.8K | $11.8M | 5.3% | -0.4% |
| ROYAL BANK OF CANADA | Bank broker | 492.9K | $11.3M | 0.0% | -5.1% |
| Sound View Wealth Advisors Group, LLC | Other | 491.9K | $11.3M | 0.8% | -0.5% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 486.1K | $11.1M | 0.8% | +45.3% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 485.3K | $11.1M | 0.5% | +7.4% |
| Asset Advisors Investment Management, LLC | Other | 484.2K | $11.1M | 1.1% | +2.1% |
| CreativeOne Wealth, LLC | Wealth advisor | 476.2K | $10.9M | 0.3% | +6.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 473.4K | $10.8M | 0.0% | -11.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 454.7K | $10.4M | 0.0% | +1.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 427.7K | $9.8M | 0.1% | +1.9% |
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.