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Security record · archived quarter

IBDR

iShares iBonds Dec 2026 Term Corporate ETF · Financial Services · Asset Management - Bonds

24.22 0.0% mkt cap $3.51B quote delayed (FMP) · as of Aug 26 14:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
44Tracked holders
0Δ holders
43.92MShares held
$1.06BReported value
+1New positions
−1Exits
Stable Conviction score 49/100 2 quarters of rising tracked shares ●●○○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.8% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 9.77M $236.65M 0.0% n/c 1 SEC ↗
2 Bank Of America Corp /De/ 9.77M $236.65M 0.0% n/c 1 SEC ↗
3 Bank Of America Corp /De/ 9.77M $236.65M 0.0% n/c 1 SEC ↗
4 Bank Of America Corp /De/ 9.77M $236.65M 0.0% n/c 1 SEC ↗
5 Mercer Global Advisors Inc /Adv 4.14M $100.26M 0.2% n/c 1 SEC ↗
6 LPL Financial LLC 4.05M $98.07M 0.0% n/c 1 SEC ↗
7 Morgan Stanley 3.88M +4.6% $93.98M 0.0% ▲ Add 2 SEC ↗
8 Morgan Stanley 3.88M +4.6% $93.98M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 3.88M +4.6% $93.98M 0.0% ▲ Add 2 SEC ↗
10 Raymond James Financial Inc 3.24M $78.51M 0.0% n/c 1 SEC ↗
11 Raymond James Financial Inc 3.24M $78.51M 0.0% n/c 1 SEC ↗
12 Raymond James Financial Inc 3.24M $78.51M 0.0% n/c 1 SEC ↗
13 Captrust Financial Advisors 2.92M $70.69M 0.1% n/c 1 SEC ↗
14 Ameriprise Financial Inc 1.49M $36.03M 0.0% n/c 1 SEC ↗
15 Ameriprise Financial Inc 1.49M $36.03M 0.0% n/c 1 SEC ↗
16 Ameriprise Financial Inc 1.49M $36.03M 0.0% n/c 1 SEC ↗
17 Royal Bank Of Canada 1.49M $36.00M 0.0% n/c 1 SEC ↗
18 Royal Bank Of Canada 1.49M $36.00M 0.0% n/c 1 SEC ↗
19 Royal Bank Of Canada 1.49M $36.00M 0.0% n/c 1 SEC ↗
20 Commonwealth Equity Services, Llc 1.41M $34.13M 0.0% n/c 1 SEC ↗
21 HighTower Advisors, LLC 1.40M $33.84M 0.0% n/c 1 SEC ↗
22 Focus Partners Wealth 1.30M $31.47M 0.0% n/c 1 SEC ↗
23 Wells Fargo & Company/Mn 1.22M $29.46M 0.0% n/c 1 SEC ↗
24 Wells Fargo & Company/Mn 1.22M $29.46M 0.0% n/c 1 SEC ↗
25 Northwestern Mutual Wealth… 1.08M $26.10M 0.0% n/c 1 SEC ↗
26 Mariner, LLC 982.86K $23.81M 0.0% n/c 1 SEC ↗
27 Mariner, LLC 982.86K $23.81M 0.0% n/c 1 SEC ↗
28 Truist Financial Corp 830.96K $20.13M 0.0% n/c 1 SEC ↗
29 Us Bancorp \De\ 774.11K $18.76M 0.0% n/c 1 SEC ↗
30 Us Bancorp \De\ 774.11K $18.76M 0.0% n/c 1 SEC ↗
31 Wealth Enhancement Advisory… 622.03K $15.07M 0.0% n/c 1 SEC ↗
32 Cwm, Llc 586.46K $14.21M 0.0% n/c 1 SEC ↗
33 BlackRock (passive) 370.90K +368.7% $8.99M 0.0% ▲ Add 3 SEC ↗
34 BlackRock (passive) 370.90K +368.7% $8.99M 0.0% ▲ Add 3 SEC ↗
35 Stifel Financial Corp 369.29K $8.95M 0.0% n/c 1 SEC ↗
36 Stifel Financial Corp 369.29K $8.95M 0.0% n/c 1 SEC ↗
37 Osaic Holdings, Inc. 330.07K $8.00M 0.0% n/c 1 SEC ↗
38 Osaic Holdings, Inc. 330.07K $8.00M 0.0% n/c 1 SEC ↗
39 Osaic Holdings, Inc. 330.07K $8.00M 0.0% n/c 1 SEC ↗
40 Osaic Holdings, Inc. 330.07K $8.00M 0.0% n/c 1 SEC ↗
41 Cetera Investment Advisers 315.39K $7.64M 0.0% n/c 1 SEC ↗
42 JPMorgan Chase 217.07K -65.9% $5.26M 0.0% ▼ Trim 2 SEC ↗
43 JPMorgan Chase 217.07K -65.9% $5.26M 0.0% ▼ Trim 2 SEC ↗
44 JPMorgan Chase 217.07K -65.9% $5.26M 0.0% ▼ Trim 2 SEC ↗
45 Creative Planning 205.36K $4.98M 0.0% n/c 1 SEC ↗
46 Envestnet Asset Management Inc 161.25K $3.91M 0.0% n/c 1 SEC ↗
47 Jones Financial Companies Lllp 154.49K $3.74M 0.0% n/c 1 SEC ↗
48 Deutsche Bank Ag\ 148.99K $3.61M 0.0% n/c 1 SEC ↗
49 Deutsche Bank Ag\ 148.99K $3.61M 0.0% n/c 1 SEC ↗
50 Deutsche Bank Ag\ 148.99K $3.61M 0.0% n/c 1 SEC ↗
51 First Manhattan Co. Llc. 106.89K $2.59M 0.0% n/c 1 SEC ↗
52 Mml Investors Services, Llc 95.35K $2.31M 0.0% n/c 1 SEC ↗
53 TD Waterhouse Canada Inc. 55.77K $1.35M 0.0% n/c 1 SEC ↗
54 Pnc Financial Services Group, Inc. 45.21K $1.10M 0.0% n/c 1 SEC ↗
55 Pnc Financial Services Group, Inc. 45.21K $1.10M 0.0% n/c 1 SEC ↗
56 Bank of New York Mellon Corp 37.60K $911,031 0.0% n/c 1 SEC ↗
57 Bank of New York Mellon Corp 37.60K $911,031 0.0% n/c 1 SEC ↗
58 Rockefeller Capital Management L.P. 34.23K $829,399 0.0% n/c 1 SEC ↗
59 Baird Financial Group, Inc. 23.75K $575,402 0.0% n/c 1 SEC ↗
60 Baird Financial Group, Inc. 23.75K $575,402 0.0% n/c 1 SEC ↗
61 Bank Of Montreal /Can/ 23.49K $569,077 0.0% n/c 1 SEC ↗
62 Bank Of Montreal /Can/ 23.49K $569,077 0.0% n/c 1 SEC ↗
63 Bank Of Montreal /Can/ 23.49K $569,077 0.0% n/c 1 SEC ↗
64 Neuberger Berman Group LLC 22.20K $538,027 0.0% n/c 1 SEC ↗
65 Hrt Financial Lp 19.62K $475,000 0.0% n/c 1 SEC ↗
66 Goldman Sachs Group 15.29K New $370,574 0.0% New 1 SEC ↗
67 Fidelity (FMR) 7.29K +140.1% $176,705 0.0% ▲ Add 3 SEC ↗
68 Fifth Third Bancorp 6.26K $151,704 0.0% n/c 1 SEC ↗
69 National Bank Of Canada /Fi/ 2.95K $71,376 0.0% n/c 1 SEC ↗
70 Assetmark, Inc 952 $23,067 0.0% n/c 1 SEC ↗
71 Bnp Paribas Financial Markets 30 $727 0.0% n/c 1 SEC ↗
72 Citigroup Inc 14 $339 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Goldman Sachs Group $370,574 0.0%

Exited

Citadel Advisors $10.24M 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: Q4 2025 · Methodology · Get this via the API