Security record
IBDT
iShares iBonds Dec 2028 Term Corporate ETF · Financial Services · Asset Management - Bonds
43Tracked holders
+1Δ holders
50.01MShares held
$1.26BReported value
+3New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +4.3% ·
net new positions +2.3%
— 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 | +1 | 50.01M | $1.26B | +3 | −2 |
| Q1 2026 | 43 | +2 | 48.23M | $1.22B | +3 | −1 |
| Q4 2025 | 41 | -1 | 46.62M | $1.19B | +1 | −2 |
| Q3 2025 | 5 | 0 | 5.00M | $127.49M | — | — |
| Q2 2025 | 3 | 0 | 1.20M | $30.49M | — | — |
| Q1 2025 | 2 | +1 | 633.34K | $16.00M | +1 | — |
| Q4 2024 | 1 | -1 | 31.70K | $789,330 | — | −1 |
| Q3 2024 | 2 | 0 | 235.15K | $6.00M | — | — |
| Q2 2024 | 2 | — | 119.99K | $2.97M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.53M | +6.4% | $240.54M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 5.53M | +4.7% | $139.69M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.82M | +3.6% | $121.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Lido Advisors, LLC | 4.22M | -5.6% | $106.67M | 0.4% | ▼ Trim | 3 | SEC ↗ |
| 5 | UBS Group AG | 3.77M | +7.0% | $95.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 3.32M | +6.3% | $83.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 2.90M | +15.2% | $73.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | HighTower Advisors, LLC | 1.82M | +2.6% | $45.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 1.72M | +5.1% | $43.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 10 | Royal Bank Of Canada | 1.68M | +14.2% | $42.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Wells Fargo & Company/Mn | 1.62M | -12.2% | $41.01M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Commonwealth Equity Services, Llc | 1.07M | +4.7% | $27.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 1.07M | +8.2% | $27.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Stifel Financial Corp | 1.07M | +3.0% | $26.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Truist Financial Corp | 939.14K | +8.0% | $23.71M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Us Bancorp \De\ | 771.07K | +14.9% | $19.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (passive) | 673.57K | +19.3% | $17.01M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 533.01K | +6.1% | $13.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Focus Partners Wealth | 511.45K | +50.8% | $12.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 368.35K | +26.4% | $9.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Cetera Investment Advisers | 356.12K | +36.8% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 272.59K | +17.1% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 227.79K | +18.1% | $5.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Creative Planning | 190.31K | +2.3% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 160.51K | +34.4% | $4.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Mariner, LLC | 127.96K | +12.0% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | First Manhattan Co. Llc. | 112.38K | +38.0% | $2.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 99.71K | +20.6% | $2.52M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 29 | Fifth Third Bancorp | 71.73K | +8.5% | $1.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Bank of New York Mellon Corp | 61.66K | -0.7% | $1.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 31 | Jane Street Group, Llc | 53.84K | New | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 49.20K | -24.4% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Neuberger Berman Group LLC | 46.76K | +6.3% | $1.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 46.30K | +10.2% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 35 | AQR Capital Management ✦ | 39.50K | New | $997,375 | 0.0% | New | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 37.60K | -40.1% | $945,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 36.27K | -19.4% | $915,886 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 30.30K | +11.6% | $765,012 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 28.25K | +0.7% | $713,276 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 40 | CIBC Bancorp USA Inc. | 13.36K | New | $337,350 | 0.0% | New | 1 | SEC ↗ ×2 |
| 41 | Susquehanna International Group, Llp | 13.08K | -94.6% | $330,194 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 6.00K | -21.1% | $151,505 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 600 | -81.8% | $15,147 | 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
| Jane Street Group, Llc | $1.36M | 0.0% |
| AQR Capital Management | $997,375 | 0.0% |
| CIBC Bancorp USA Inc. | $337,350 | 0.0% |
Exited
| Citadel Advisors | $6.94M | was 0.0% |
| Goldman Sachs Group | $4.87M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 418 holders, 111.12M shares, $2.78B 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