IBDR Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2026 TERM (IBDR) is currently held by 444 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.34B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBDR tracked by InsiderSet, reporting ownership valued at approximately $238.18M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $237.59M, representing an estimated loss of -0.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed IBDR value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Lido Advisors, Llc, Mercer Global Advisors Inc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2026 TERM (IBDR).
This page ranks the largest institutional IBDR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
444
Total Reported Value
$2.34B
Largest Holder
Bank Of America Corp
Largest Position
$238.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 9,829,831 | $238,176,803 | $237,587,015 | -$589,788 | -0.25% | |
| Lido Advisors, Llc | 0.36% | 4,614,449 | $111,854,244 | $111,531,232 | -$323,012 | -0.29% | |
| Mercer Global Advisors Inc | 0.13% | 4,313,634 | $104,519,356 | $104,260,534 | -$258,822 | -0.25% | |
| Hm Payson & Co | 1.34% | 4,186,318 | $101,434,485 | $101,183,306 | -$251,179 | -0.25% | |
| Lpl Financial Llc | 0.02% | 3,879,923 | $94,010,526 | $93,777,739 | -$232,787 | -0.25% | |
| Morgan Stanley | 0.00% | 3,576,118 | $86,649,339 | $86,434,772 | -$214,567 | -0.25% | |
| Raymond James Financial Inc | 0.02% | 2,484,975 | $60,210,940 | $60,061,846 | -$149,094 | -0.25% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,625,761 | $39,408,439 | $39,294,643 | -$113,796 | -0.29% | |
| Kathmere Capital Management, Llc | 1.87% | 1,582,937 | $38,370,403 | $38,259,587 | -$110,816 | -0.29% | |
| Gratus Wealth Advisors, Llc | 4.73% | 1,529,065 | $37,064,526 | $36,957,501 | -$107,025 | -0.29% | |
| Sound View Wealth Advisors Group, Llc | 2.21% | 1,472,485 | $35,678,317 | $35,589,962 | -$88,355 | -0.25% | |
| Howland Capital Management Llc | 1.22% | 1,441,640 | $34,945,354 | $34,844,439 | -$100,915 | -0.29% | |
| Captrust Financial Advisors | 0.05% | 1,415,924 | $34,307,849 | $34,222,883 | -$84,966 | -0.25% | |
| Royal Bank Of Canada | 0.01% | 1,305,406 | $31,630,000 | $31,551,663 | -$78,337 | -0.25% | |
| Kestra Advisory Services, Llc | 0.08% | 1,191,330 | $28,877,840 | $28,794,446 | -$83,394 | -0.29% | |
| Stratos Wealth Partners, Ltd. | 0.29% | 1,175,452 | $28,481,210 | $28,410,675 | -$70,535 | -0.25% | |
| Sigma Investment Counselors Inc | 1.30% | 1,148,835 | $27,847,755 | $27,767,342 | -$80,413 | -0.29% | |
| Newedge Advisors, Llc | 0.08% | 1,136,875 | $27,546,486 | $27,478,269 | -$68,217 | -0.25% | |
| Rvw Wealth, Llc | 1.71% | 1,100,432 | $26,674,482 | $26,597,441 | -$77,041 | -0.29% | |
| Focus Partners Wealth | 0.03% | 1,093,602 | $26,497,989 | $26,432,360 | -$65,629 | -0.25% | |
| Ameriprise Financial Inc | 0.01% | 1,068,172 | $25,885,943 | $25,817,717 | -$68,226 | -0.26% | |
| Mariner, Llc | 0.03% | 1,007,776 | $24,418,416 | $24,357,946 | -$60,470 | -0.25% | |
| Mesirow Financial Investment Management, Inc. | 0.33% | 872,266 | $21,134,982 | $21,082,669 | -$52,313 | -0.25% | |
| Benjamin Edwards Inc | 0.19% | 838,929 | $20,326,923 | $20,276,914 | -$50,009 | -0.25% | |
| Wells Fargo & Company/Mn | 0.00% | 837,009 | $20,280,713 | $20,230,508 | -$50,205 | -0.25% | |
| Truist Financial Corp | 0.02% | 819,561 | $19,866,157 | $19,808,789 | -$57,368 | -0.29% | |
| Ifs Advisors, Llc | 5.82% | 797,081 | $19,321,263 | $19,265,448 | -$55,815 | -0.29% | |
| Venture Visionary Partners Llc | 0.48% | 750,158 | $18,183,834 | $18,131,319 | -$52,515 | -0.29% | |
| Mv Capital Management, Inc. | 1.61% | 732,078 | $17,745,573 | $17,694,325 | -$51,248 | -0.29% | |
| Rebalance, Llc | 0.89% | 716,926 | $17,378,291 | $17,328,101 | -$50,190 | -0.29% | |
| Glenview Trust Co | 0.23% | 715,319 | $17,339,332 | $17,289,260 | -$50,072 | -0.29% | |
| Us Bancorp \De\ | 0.02% | 714,410 | $17,310,154 | $17,267,290 | -$42,864 | -0.25% | |
| Cowa, Llc | 4.09% | 691,875 | $16,771,057 | $16,722,619 | -$48,438 | -0.29% | |
| Cwm, Llc | 0.04% | 676,932 | $16,408,824 | $16,361,446 | -$47,378 | -0.29% | |
| Spinnaker Trust | 0.78% | 661,842 | $16,036,432 | $15,996,721 | -$39,711 | -0.25% | |
| Sanctuary Advisors, Llc | 0.07% | 652,971 | $15,821,479 | $15,782,309 | -$39,170 | -0.25% | |
| Ep Wealth Advisors, Llc | 0.05% | 591,531 | $14,332,792 | $14,297,304 | -$35,488 | -0.25% | |
| Beacon Pointe Advisors, Llc | 0.06% | 574,362 | $13,916,800 | $13,882,330 | -$34,470 | -0.25% | |
| Northstar Group, Inc. | 1.72% | 550,123 | $13,329,483 | $13,296,473 | -$33,010 | -0.25% | |
| Novapoint Capital, Llc | 2.81% | 537,504 | $13,029,097 | $12,991,472 | -$37,625 | -0.29% | |
| Central Trust Co | 0.23% | 525,939 | $12,743,503 | $12,711,946 | -$31,557 | -0.25% | |
| Balentine Llc | 0.45% | 497,081 | $12,049,244 | $12,014,448 | -$34,796 | -0.29% | |
| Strid Group, Llc | 1.29% | 488,967 | $11,852,570 | $11,818,332 | -$34,238 | -0.29% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.44% | 480,366 | $11,639,280 | $11,610,446 | -$28,834 | -0.25% | |
| Cetera Investment Advisers | 0.01% | 471,188 | $11,416,885 | $11,388,614 | -$28,271 | -0.25% | |
| Ifp Advisors, Inc | 0.19% | 469,655 | $11,384,437 | $11,351,561 | -$32,876 | -0.29% | |
| Wick Capital Partners, Llc | 1.67% | 457,123 | $11,076,090 | $11,048,663 | -$27,427 | -0.25% | |
| Mcf Advisors Llc | 0.39% | 454,085 | $11,007,019 | $10,975,234 | -$31,785 | -0.29% | |
| Allworth Financial Lp | 0.05% | 448,668 | $10,871,222 | $10,844,306 | -$26,916 | -0.25% | |
| United Capital Financial Advisors, Llc | 0.06% | 441,512 | $10,704,328 | $10,671,345 | -$32,983 | -0.31% |
Frequently asked questions about IBDR
Who are the largest institutional holders of IBDR?
The largest institutional holders of IBDR reported in the latest SEC Form 13F filings include Bank Of America Corp, Lido Advisors, Llc, Mercer Global Advisors Inc, Hm Payson & Co, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported IBDR position.
What is IBDR institutional ownership?
This page tracks IBDR positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2026 TERM (IBDR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDR?
InsiderSet currently tracks 444 institutional managers reporting IBDR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBDR shareholders.
How much IBDR stock do institutions own?
Institutional investment managers disclosed approximately $2.34B in IBDR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDR institutional ownership last updated?
The latest IBDR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBDR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBDR position after the reporting date.
Are institutions buying or selling IBDR?
Institutional buying and selling can be analyzed by comparing IBDR positions across consecutive 13F reporting periods. InsiderSet's IBDR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDR ownership changes.
How has IBDR institutional ownership changed over time?
InsiderSet tracks IBDR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.