Security record
IBDR
iShares iBonds Dec 2026 Term Corporate ETF · Financial Services · Asset Management - Bonds
46Tracked holders
+1Δ holders
39.15MShares held
$948.62MReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.2% ·
share flow -4.1% ·
net new positions +2.2%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | +1 | 39.15M | $948.62M | +2 | −1 |
| Q1 2026 | 46 | +1 | 41.48M | $1.01B | +4 | −3 |
| Q4 2025 | 44 | 0 | 43.92M | $1.06B | +1 | −1 |
| Q3 2025 | 5 | 0 | 4.85M | $117.83M | +1 | −1 |
| Q2 2025 | 3 | -1 | 767.51K | $18.61M | — | −1 |
| Q1 2025 | 2 | 0 | 1.17M | $28.28M | — | — |
| Q4 2024 | 2 | 0 | 726.93K | $17.50M | — | — |
| Q3 2024 | 2 | +1 | 382.33K | $9.29M | +1 | — |
| Q2 2024 | 1 | — | 186.68K | $4.45M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.83M | +0.5% | $238.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 4.31M | +0.9% | $104.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 3.88M | -4.1% | $94.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 3.58M | -4.6% | $86.65M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 2.48M | -6.8% | $60.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Commonwealth Equity Services, Llc | 1.65M | -2.1% | $39.94M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Captrust Financial Advisors | 1.42M | -8.3% | $34.31M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 1.31M | -10.4% | $31.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Focus Partners Wealth | 1.09M | -11.2% | $26.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.07M | -26.2% | $25.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 11 | Mariner, LLC | 1.01M | -0.4% | $24.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 935.87K | -8.1% | $22.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Truist Financial Corp | 862.30K | -0.5% | $20.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 837.01K | -18.3% | $20.28M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Us Bancorp \De\ | 714.41K | -5.2% | $17.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 16 | Cetera Investment Advisers | 471.19K | +33.0% | $11.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 421.60K | +21.6% | $10.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Stifel Financial Corp | 392.07K | +2.2% | $9.50M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Jane Street Group, Llc | 391.32K | +128.6% | $9.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 350.59K | +16.4% | $8.49M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | Citadel Advisors ✦ | 334.08K | +37.3% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Creative Planning | 242.65K | +15.8% | $5.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 237.32K | +20.7% | $5.75M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 24 | Jones Financial Companies Lllp | 233.84K | +18.3% | $5.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 197.06K | -3.6% | $4.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 188.57K | -36.6% | $4.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Deutsche Bank Ag\ | 141.30K | -3.8% | $3.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | First Manhattan Co. Llc. | 124.00K | +2.1% | $3.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Pnc Financial Services Group, Inc. | 102.05K | +0.3% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Mml Investors Services, Llc | 101.87K | +25.1% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 54.48K | +4.0% | $1.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 32 | Hrt Financial Lp | 39.80K | New | $964,000 | 0.0% | New | 1 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 30.64K | -9.9% | $742,360 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 30.63K | +9.5% | $742,141 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | Neuberger Berman Group LLC | 22.20K | 0.0% | $538,027 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 20.08K | -29.4% | $486,587 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | CIBC Bancorp USA Inc. | 12.95K | +29.1% | $313,886 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Goldman Sachs Group ✦ | 9.42K | -58.4% | $228,319 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Bnp Paribas Financial Markets | 9.19K | +10705.9% | $222,553 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 6.69K | -2.9% | $162,072 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 41 | TD Waterhouse Canada Inc. | 5.79K | -3.4% | $139,911 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 4.70K | -39.3% | $113,801 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 43 | Assetmark, Inc | 1.18K | -6.0% | $28,591 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 166 | -94.3% | $4,022 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | BlackRock ✦ (passive) | 158 | -100.0% | $3,828 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 46 | Citigroup Inc | 5 | New | $121 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Hrt Financial Lp | $964,000 | 0.0% |
| Citigroup Inc | $121 | 0.0% |
Exited
| Cerity Partners LLC | $1.81M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 436 holders, 96.26M shares, $2.30B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API