Security record · archived quarter
IBDT
iShares iBonds Dec 2028 Term Corporate ETF · Financial Services · Asset Management - Bonds
41Tracked holders
-1Δ holders
46.62MShares held
$1.19BReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow 0.0% ·
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 Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 247.16K | $6.16M | n/a | n/a |
| Q2 2026 | 42 | +1 | 48.19M | $1.22B | +3 | −3 |
| 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 | n/a | n/a |
| Q2 2025 | 3 | 0 | 1.20M | $30.49M | n/a | n/a |
| Q1 2025 | 2 | +1 | 633.34K | $16.00M | +1 | n/a |
| Q4 2024 | 1 | -1 | 31.70K | $789,330 | n/a | −1 |
| Q3 2024 | 2 | 0 | 235.15K | $6.00M | n/a | n/a |
| Q2 2024 | 2 | n/a | 119.99K | $2.97M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Mercer Global Advisors Inc /Adv | 8.82M | n/a | $225.98M | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 8.67M | n/a | $220.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 4.59M | +4.9% | $116.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | UBS Group AG | 3.03M | n/a | $77.23M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.98M | n/a | $75.75M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Lido Advisors, LLC | 2.42M | n/a | $61.72M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | LPL Financial LLC | 2.26M | n/a | $57.65M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.86M | n/a | $47.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 1.81M | n/a | $46.10M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 1.61M | n/a | $40.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 1.26M | n/a | $32.13M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Commonwealth Equity Services, Llc | 1.03M | n/a | $26.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Stifel Financial Corp | 957.79K | n/a | $24.38M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 869.27K | n/a | $22.13M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Truist Financial Corp | 857.24K | n/a | $21.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Us Bancorp \De\ | 649.47K | n/a | $16.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Northwestern Mutual Wealth… | 451.33K | n/a | $11.49M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 353.83K | +368.5% | $9.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 263.68K | n/a | $6.71M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Cwm, Llc | 247.27K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 232.42K | n/a | $5.92M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 195.91K | n/a | $4.99M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 192.23K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | Creative Planning | 188.90K | n/a | $4.81M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 128.07K | n/a | $3.26M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Envestnet Asset Management Inc | 120.19K | n/a | $3.06M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 91.02K | n/a | $2.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Rockefeller Capital Management L.P. | 64.26K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 64.11K | -83.5% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | TD Waterhouse Canada Inc. | 62.62K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 58.39K | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 44.41K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Neuberger Berman Group LLC | 43.97K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 29.15K | n/a | $742,039 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Mml Investors Services, Llc | 29.05K | n/a | $739,472 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fifth Third Bancorp | 27.65K | n/a | $703,831 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 19.39K | n/a | $493,545 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | First Manhattan Co. Llc. | 14.45K | n/a | $367,927 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 10.72K | New | $272,911 | 0.0% | New | 1 | SEC ↗ |
| 40 | Pnc Financial Services Group, Inc. | 10.46K | n/a | $266,226 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 41 | Empower Advisory Group, LLC | 7.89K | n/a | $200,865 | 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
| Fidelity (FMR) | $272,911 | 0.0% |
Exited
| Renaissance Technologies | $2.91M | was 0.0% |
| Citadel Advisors | $1.10M | 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: Q4 2025 ·
Methodology ·
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