Security record · archived quarter
IBDS
iShares iBonds Dec 2027 Term Corporate ETF · Financial Services · Asset Management - Bonds
41Tracked holders
-1Δ holders
46.22MShares held
$1.12BReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow +0.2% ·
net new positions -2.4%
· formula
Concentrated accumulation: rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 237.96K | $5.73M | n/a | n/a |
| Q2 2026 | 43 | +3 | 47.72M | $1.16B | +4 | −1 |
| Q1 2026 | 41 | -1 | 46.22M | $1.12B | +1 | −2 |
| Q4 2025 | 42 | -2 | 46.14M | $1.12B | n/a | −2 |
| Q3 2025 | 6 | 0 | 4.62M | $112.51M | n/a | n/a |
| Q2 2025 | 4 | 0 | 498.50K | $12.10M | n/a | n/a |
| Q1 2025 | 2 | 0 | 466.92K | $11.29M | n/a | n/a |
| Q4 2024 | 2 | +1 | 343.55K | $8.23M | +1 | n/a |
| Q3 2024 | 1 | -1 | 70.30K | $1.71M | n/a | −1 |
| Q2 2024 | 2 | n/a | 89.64K | $2.13M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.27M | +3.5% | $224.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 5.20M | +0.5% | $126.08M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.40M | +6.3% | $106.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | UBS Group AG | 4.26M | +9.2% | $103.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 3.44M | +5.8% | $83.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.38M | +0.8% | $81.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Ameriprise Financial Inc | 1.82M | +5.8% | $44.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 1.71M | +4.5% | $41.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Wells Fargo & Company/Mn | 1.63M | -17.2% | $39.46M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 1.48M | -3.5% | $35.95M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 1.46M | +7.0% | $35.29M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Truist Financial Corp | 1.15M | +1.5% | $27.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 1.02M | -8.6% | $24.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 986.62K | +6.7% | $23.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Focus Partners Wealth | 756.13K | +3.3% | $18.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Us Bancorp \De\ | 701.45K | +4.8% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (passive) | 591.18K | +59.5% | $14.33M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Cwm, Llc | 582.17K | +16.5% | $14.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 323.66K | +136.0% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Creative Planning | 314.21K | -9.6% | $7.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 293.76K | +3.1% | $7.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 244.67K | +104.6% | $5.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Jones Financial Companies Lllp | 242.32K | +35.3% | $5.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 170.45K | -1.2% | $4.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 25 | Wealth Enhancement Advisory… | 144.10K | +15.6% | $3.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Mariner, LLC | 118.46K | +3.8% | $2.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | First Manhattan Co. Llc. | 117.00K | +28.1% | $2.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 83.16K | +814.0% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Cerity Partners LLC | 59.98K | New | $1.45M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 54.27K | +37.2% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 31 | Pnc Financial Services Group, Inc. | 49.94K | +28.4% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 32 | Rockefeller Capital Management L.P. | 48.94K | +0.3% | $1.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 30.34K | +20.3% | $735,539 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | Neuberger Berman Group LLC | 28.36K | 0.0% | $687,374 | 0.0% | Held | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 26.80K | +5.8% | $647,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 18.87K | -12.3% | $457,459 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 11.93K | +3.5% | $289,139 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 4.55K | +80.5% | $110,319 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 4.35K | -89.1% | $105,450 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 40 | Barclays Plc | 2.73K | 0.0% | $66,248 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 1.31K | 0.0% | $31,851 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Cerity Partners LLC | $1.45M | 0.0% |
Exited
| HighTower Advisors, LLC | $43.70M | was 0.0% |
| Hrt Financial Lp | $929,000 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 425 holders, 106.59M shares, $2.55B 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: Q1 2026 ·
Methodology ·
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