Security record
IBDS
iShares iBonds Dec 2027 Term Corporate ETF · Financial Services · Asset Management - Bonds
43Tracked holders
+3Δ holders
47.72MShares held
$1.16BReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +7.5% ·
share flow +4.6% ·
net new positions +7.0%
— formula
Broad accumulation — rising shares across more holders
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 | 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 | — | −2 |
| Q3 2025 | 6 | 0 | 4.62M | $112.51M | — | — |
| Q2 2025 | 4 | 0 | 498.50K | $12.10M | — | — |
| Q1 2025 | 2 | 0 | 466.92K | $11.29M | — | — |
| Q4 2024 | 2 | +1 | 343.55K | $8.23M | +1 | — |
| Q3 2024 | 1 | -1 | 70.30K | $1.71M | — | −1 |
| Q2 2024 | 2 | — | 89.64K | $2.13M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.69M | +4.6% | $234.69M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 5.57M | +7.0% | $134.83M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.57M | +3.9% | $110.73M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | UBS Group AG | 4.22M | -1.0% | $102.19M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.76M | +11.3% | $90.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 3.65M | +6.3% | $88.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 1.91M | +4.8% | $46.18M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 1.65M | -3.3% | $40.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Commonwealth Equity Services, Llc | 1.52M | +2.5% | $36.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Captrust Financial Advisors | 1.51M | +3.9% | $36.62M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 1.46M | -10.5% | $35.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Truist Financial Corp | 1.18M | +2.5% | $28.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Stifel Financial Corp | 1.05M | +3.4% | $25.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 973.91K | -1.3% | $23.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Focus Partners Wealth | 931.01K | +23.1% | $22.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Us Bancorp \De\ | 775.76K | +10.6% | $18.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (passive) | 702.21K | +18.8% | $17.01M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | Envestnet Asset Management Inc | 407.42K | +25.9% | $9.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 373.55K | +27.2% | $9.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Creative Planning | 294.64K | -6.2% | $7.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 293.81K | +21.2% | $7.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 201.64K | +18.3% | $4.88M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Wealth Enhancement Advisory… | 182.35K | +26.6% | $4.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 132.75K | +12.1% | $3.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 25 | JPMorgan Chase ✦ | 127.83K | -47.8% | $3.10M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 26 | First Manhattan Co. Llc. | 121.83K | +4.1% | $2.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 86.83K | +4.4% | $2.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 59.52K | New | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 29 | Bank of New York Mellon Corp | 56.30K | +3.7% | $1.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 30 | Rockefeller Capital Management L.P. | 46.47K | -5.0% | $1.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 33.49K | +10.4% | $811,201 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Neuberger Berman Group LLC | 31.42K | +10.8% | $761,017 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | TD Waterhouse Canada Inc. | 26.59K | -0.8% | $641,471 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 26.25K | New | $635,751 | 0.0% | New | 1 | SEC ↗ |
| 35 | Hrt Financial Lp | 23.62K | New | $572,000 | 0.0% | New | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 21.32K | +13.0% | $516,502 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 19.69K | -60.6% | $477,000 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 38 | CIBC Bancorp USA Inc. | 11.89K | New | $288,053 | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | Fidelity (FMR) ✦ | 9.78K | -18.0% | $236,928 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 4.55K | 0.0% | $110,228 | 0.0% | Held | 3 | SEC ↗ |
| 41 | Barclays Plc | 2.73K | 0.0% | $66,193 | 0.0% | Held | 3 | SEC ↗ |
| 42 | Assetmark, Inc | 1.34K | +2.4% | $32,576 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 620 | -85.8% | $15,007 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.44M | 0.0% |
| Susquehanna International… | $635,751 | 0.0% |
| Hrt Financial Lp | $572,000 | 0.0% |
| CIBC Bancorp USA Inc. | $288,053 | 0.0% |
Exited
| Cerity Partners LLC | $1.45M | 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: Q2 2026 ·
Methodology ·
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