Security record · archived quarter
IBDT
iShares iBonds Dec 2028 Term Corporate ETF · Financial Services · Asset Management - Bonds
43Tracked holders
+2Δ holders
48.23MShares held
$1.22BReported value
+3New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +4.9% ·
share flow +3.5% ·
net new positions +4.7%
— formula
Broad accumulation — rising shares across more 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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 8.95M | +3.2% | $226.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 8.95M | +3.2% | $226.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 8.95M | +3.2% | $226.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 5.29M | -40.1% | $133.87M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.65M | +1.3% | $117.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 4.65M | +1.3% | $117.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Lido Advisors, LLC | 4.48M | +85.0% | $113.36M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 8 | Lido Advisors, LLC | 4.48M | +85.0% | $113.36M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 3.52M | +16.2% | $89.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 3.12M | +4.8% | $78.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 3.12M | +4.8% | $78.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 3.12M | +4.8% | $78.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 2.51M | +11.0% | $63.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 1.85M | -0.4% | $46.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 1.85M | -0.4% | $46.84M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 1.77M | -2.0% | $44.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 1.63M | +1.7% | $41.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 1.63M | +1.7% | $41.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 1.63M | +1.7% | $41.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.47M | +16.3% | $37.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1.47M | +16.3% | $37.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.47M | +16.3% | $37.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1.47M | +16.3% | $37.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Stifel Financial Corp | 1.04M | +8.2% | $26.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Stifel Financial Corp | 1.04M | +8.2% | $26.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 1.03M | 0.0% | $25.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 989.36K | +13.8% | $25.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 869.22K | +1.4% | $22.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 869.22K | +1.4% | $22.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Us Bancorp \De\ | 670.97K | +3.3% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 670.97K | +3.3% | $17.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passive) | 564.46K | +59.5% | $14.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 33 | BlackRock ✦ (passive) | 564.46K | +59.5% | $14.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 502.25K | +11.3% | $12.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Focus Partners Wealth | 339.17K | +45.9% | $8.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 291.38K | +142.4% | $7.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 274.03K | New | $6.94M | 0.0% | New | 1 | SEC ↗ |
| 38 | Cwm, Llc | 266.91K | +7.9% | $6.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Cetera Investment Advisers | 260.29K | -1.3% | $6.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 243.89K | +317.7% | $6.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Jones Financial Companies Lllp | 232.75K | +18.8% | $5.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 192.84K | +0.3% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Osaic Holdings, Inc. | 192.84K | +0.3% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 192.84K | +0.3% | $4.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 192.15K | New | $4.87M | 0.0% | New | 1 | SEC ↗ |
| 46 | Creative Planning | 186.06K | -1.5% | $4.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Wealth Enhancement Advisory… | 119.47K | -6.7% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Mariner, LLC | 114.20K | +25.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Mariner, LLC | 114.20K | +25.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 82.71K | +29.0% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 82.71K | +29.0% | $2.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | First Manhattan Co. Llc. | 81.46K | +463.6% | $2.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Fifth Third Bancorp | 66.13K | +139.2% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 65.09K | +1.3% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 62.77K | +0.2% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 62.10K | +39.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 62.10K | +39.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 62.10K | +39.8% | $1.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Cerity Partners LLC | 45.02K | New | $1.14M | 0.0% | New | 1 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 43.97K | 0.0% | $1.11M | 0.0% | Held | 2 | SEC ↗ |
| 61 | Baird Financial Group, Inc. | 41.99K | +44.1% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 41.99K | +44.1% | $1.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 28.04K | +168.1% | $710,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 28.04K | +168.1% | $710,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 28.04K | +168.1% | $710,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 28.04K | +168.1% | $710,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Mml Investors Services, Llc | 27.14K | -6.6% | $687,427 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Fidelity (FMR) ✦ | 7.61K | -29.0% | $192,713 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank Of Montreal /Can/ | 3.29K | -83.0% | $83,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 3.29K | -83.0% | $83,342 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $6.94M | 0.0% |
| Goldman Sachs Group | $4.87M | 0.0% |
| Cerity Partners LLC | $1.14M | 0.0% |
Exited
| Empower Advisory Group, LLC | $200,865 | 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: Q1 2026 ·
Methodology ·
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