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Ishares Ibonds DEC 2026 Term (IBMO)

CUSIP: 46435U259 | NYSE | 343 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Rossmore Private Capital1,443,221
2.8% of portfolio›$37.0M
Lido Advisors, LLC636,773
0.0% of portfolio›$16.3M
Kathmere Capital Management, LLC552,594
0.7% of portfolio›$14.2M
Cyndeo Wealth Partners, LLC205,762
0.2% of portfolio›$5.3M
Praetorian Wealth Management, Inc.177,101
0.8% of portfolio›$4.5M
Commonwealth Equity Services, LLC144,163
0.0% of portfolio›$3.7M
Howland Capital Management LLC139,972
0.1% of portfolio›$3.6M
O'Domhnaill Enterprises, Inc.102,177
2.0% of portfolio›$2.6M
Sonata Capital Group Inc95,677
0.8% of portfolio›$2.5M
Parkway Wealth Management Group, LLC93,239
0.3% of portfolio›$2.4M
Atwater Malick LLC90,163
0.5% of portfolio›$2.3M
Blue Square Asset Management, LLC74,411
0.8% of portfolio›$1.9M
Scissortail Wealth Management, LLC63,575
0.3% of portfolio›$1.6M
RIA Advisory Group LLC63,479
0.5% of portfolio›$1.6M
Kestra Private Wealth Services, LLC62,659
0.0% of portfolio›$1.6M
Phillips Financial Management, LLC57,223
0.1% of portfolio›$1.5M
Aspen Wealth Management LLC54,780
0.2% of portfolio›$1.4M
GC Wealth Management RIA, LLC53,983
0.1% of portfolio›$1.4M
Glenview Trust Co53,705
0.0% of portfolio›$1.4M
Lantz Financial LLC53,214
0.2% of portfolio›$1.4M
Brookstone Capital Management52,852
0.0% of portfolio›$1.4M
Capital Investment Advisors, LLC52,571
0.0% of portfolio›$1.3M
Creative Planning49,641
0.0% of portfolio›$1.3M
Titleist Asset Management, LLC49,204
0.1% of portfolio›$1.3M
New England Private Wealth Advisors LLC38,043
0.1% of portfolio›$975.4K
Postrock Partners LLC36,656
0.4% of portfolio›$939.9K
James Investment Research, Inc.35,835
0.1% of portfolio›$918.8K
IFP Advisors, Inc35,782
0.0% of portfolio›$917.5K
Prism Advisors, Inc.35,665
0.2% of portfolio›$912.7K
Strid Group, LLC35,064
0.1% of portfolio›$899.0K
Financial Advisory Corp32,853
0.1% of portfolio›$842.4K
Heffernan Advisory, Inc32,664
0.6% of portfolio›$837.5K
Cambridge Investment Research Advisors, Inc.30,981
0.0% of portfolio›$794
Roof Eidam Maycock Peralta, LLC29,954
0.1% of portfolio›$768.0K
Cove Private Wealth, LLC29,000
0.1% of portfolio›$743.6K
First National Trust Co27,449
0.0% of portfolio›$703.8K
Resonant Capital Advisors, LLC27,052
0.0% of portfolio›$693.6K
Parallel Advisors, LLC24,807
0.0% of portfolio›$636.1K
CFS Investment Advisory Services, LLC22,751
0.0% of portfolio›$582.8K
Sentinel Pension Advisors, LLC22,039
0.1% of portfolio›$565.1K
Curbstone Financial Management Corp21,620
0.1% of portfolio›$554.3K
Princeton Global Asset Management LLC19,825
0.1% of portfolio›$508.3K
Cliftonlarsonallen Wealth Advisors, LLC19,794
0.0% of portfolio›$507.5K
Foundry Financial Group, Inc.19,582
0.2% of portfolio›$502.1K
Redhawk Wealth Advisors, Inc.18,343
0.0% of portfolio›$470.3K
Riverchase Wealth Management, LLC18,214
0.2% of portfolio›$467.0K
BIP Wealth, LLC17,721
0.0% of portfolio›$454.4K
WealthBridge Capital Management, LLC17,670
0.1% of portfolio›$453.1K
First Affirmative Financial Network17,250
0.1% of portfolio›$442.3K
Archer Investment Management, LLC16,291
0.1% of portfolio›$417.7K
SAX Wealth Advisors, LLC14,893
0.0% of portfolio›$381.9K
MV Capital Management, Inc.14,305
0.0% of portfolio›$366.8K
Wedbush Securities Inc13,655
0.0% of portfolio›$350
Confluence Investment Management LLC12,956
0.0% of portfolio›$332.2K
Assetmark, Inc12,201
0.0% of portfolio›$312.8K
Trust Co11,754
0.0% of portfolio›$301.4K
Heritage Family Offices, LLP10,880
0.1% of portfolio›$279.0K
MCF Advisors LLC10,747
0.0% of portfolio›$275.6K
Guidance Point Advisors, LLC10,612
0.1% of portfolio›$272.1K
Juno Financial Group LLC10,299
0.1% of portfolio›$264.1K
Cooper S Advisors, LLC10,000
0.1% of portfolio›$256.4K
Atria Investments, Inc9,851
0.0% of portfolio›$252.6K
Private Trust Co NA9,827
0.0% of portfolio›$252.0K
Avidian Wealth Enterprises, LLC9,802
0.0% of portfolio›$251.3K
Baring Financial LLC9,747
0.1% of portfolio›$249.9K
Arrow Financial Corp9,451
0.0% of portfolio›$242.3K
FF Advisors,LLC9,268
0.1% of portfolio›$237.6K
Archford Capital Strategies, LLC9,228
0.0% of portfolio›$236.6K
Strategic Blueprint, LLC9,161
0.0% of portfolio›$234.9K
Silverlake Wealth Management LLC9,122
0.0% of portfolio›$233.9K
TPG Advisors LLC9,094
0.1% of portfolio›$233.2K
Signaturefd, LLC8,988
0.0% of portfolio›$230.5K
Farnam Financial LLC8,939
0.2% of portfolio›$229.1K
Diversify Wealth Management, LLC8,374
0.0% of portfolio›$214.5K
Diversify Advisory Services, LLC8,374
0.0% of portfolio›$214.5K
Newman Dignan & Sheerar, Inc.8,218
0.0% of portfolio›$210.7K
Beaumont Asset Management, L.L.C.8,020
0.1% of portfolio›$205.6K
Physician Wealth Advisors, Inc.5,000
0.0% of portfolio›$128.2K
Harbor Investment Advisory, LLC3,656
0.0% of portfolio›$93.7K
Hughes Financial Services, LLC3,178
0.0% of portfolio›$81.5K
Key FInancial Inc3,130
0.0% of portfolio›$80.3K
Asset Dedication, LLC2,955
0.0% of portfolio›$75.8K
Farther Finance Advisors, LLC2,914
0.0% of portfolio›$74.7K
NorthAvenue LLC2,325
0.0% of portfolio›$59.6K
American Capital Advisory, LLC2,221
0.0% of portfolio›$56.9K
Bullock Wealth Management Group2,008
0.0% of portfolio›$51.4K
Coastline Trust Co1,918
0.0% of portfolio›$49.2K
3 Factor Indexing, LLC1,015
0.0% of portfolio›$26.0K
Bank of New Hampshire905
0.0% of portfolio›$23.2K
Root Financial Partners, LLC131
0.0% of portfolio›$3.4K
Caldwell Trust Co29
0.0% of portfolio›$744
Evolution Wealth Management Inc.19
0.0% of portfolio›$487
StyleTurnoverLocationFiled
Rossmore Private Capital
1,443,221$37.0M2.8%CoreLowGlastonbury, CT2026-10-27
Lido Advisors, LLC
636,773$16.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Kathmere Capital Management, LLC
552,594$14.2M0.7%ETFLowWayne, PA2026-10-20
Cyndeo Wealth Partners, LLC
205,762$5.3M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Praetorian Wealth Management, Inc.
177,101$4.5M0.8%ETFVery LowCarmel, CA2026-10-16
Commonwealth Equity Services, LLC
144,163$3.7M0.0%ETFLowWaltham, MA2026-11-02
Howland Capital Management LLC
139,972$3.6M0.1%CoreLowBoston, MA2026-10-22
O'Domhnaill Enterprises, Inc.
102,177$2.6M2.0%GrowthHighCody, WY2026-10-29
Sonata Capital Group Inc
95,677$2.5M0.8%ETFVery LowSeattle, WA2026-10-19
Parkway Wealth Management Group, LLC
93,239$2.4M0.3%ETFHighPlano, TX2026-10-20
Atwater Malick LLC
90,163$2.3M0.5%CoreLowLancaster, PA2026-10-15
Blue Square Asset Management, LLC
74,411$1.9M0.8%MomentumMediumNew York, NY2026-11-02
Scissortail Wealth Management, LLC
63,575$1.6M0.3%ETFLowTulsa, OK2026-11-03
RIA Advisory Group LLC
63,479$1.6M0.5%ETFHighSioux Falls, SD2026-10-15
Kestra Private Wealth Services, LLC
62,659$1.6M0.0%GrowthLowAustin, TX2026-10-30
Phillips Financial Management, LLC
57,223$1.5M0.1%ETFVery LowFort Wayne, IN2026-10-19
Aspen Wealth Management LLC
54,780$1.4M0.2%ETFLowFort Worth, TX2026-10-14
GC Wealth Management RIA, LLC
53,983$1.4M0.1%GrowthMediumCambridge, MA2026-11-02
Glenview Trust Co
53,705$1.4M0.0%GrowthVery LowLouisville, KY2026-10-28
Lantz Financial LLC
53,214$1.4M0.2%ETFLowNaperville, IL2026-10-15
Brookstone Capital Management
52,852$1.4M0.0%ETFMediumWheaton, IL2026-10-22
Capital Investment Advisors, LLC
52,571$1.3M0.0%CoreLowAtlanta, GA2026-10-22
Creative Planning
49,641$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Titleist Asset Management, LLC
49,204$1.3M0.1%ETFLowSan Antonio, TX2026-10-08
New England Private Wealth Advisors LLC
38,043$975.4K0.1%ETFVery LowWellesley, MA2026-10-19
Postrock Partners LLC
36,656$939.9K0.4%CoreVery LowOverland Park, KS2026-11-02
James Investment Research, Inc.
35,835$918.8K0.1%CoreLowAlpha, OH2026-10-22
IFP Advisors, Inc
35,782$917.5K0.0%GrowthLowTampa, FL2026-10-16
Prism Advisors, Inc.
35,665$912.7K0.2%ETFMediumStudio City, CA2026-10-09
Strid Group, LLC
35,064$899.0K0.1%ETFLowNewtown Square, PA2026-10-28
Financial Advisory Corp
32,853$842.4K0.1%ETFVery LowGrand Rapids, MI2026-10-14
Heffernan Advisory, Inc
32,664$837.5K0.6%ETFLowFlagstaff, AZ2026-10-13
Cambridge Investment Research Advisors, Inc.
30,981$7940.0%ETFLowFairfield, IA2026-11-02
Roof Eidam Maycock Peralta, LLC
29,954$768.0K0.1%ETFVery LowSan Francisco, CA2026-10-15
Cove Private Wealth, LLC
29,000$743.6K0.1%GrowthLowOyster Bay Cove, NY2026-10-28
First National Trust Co
27,449$703.8K0.0%GrowthLowJohnstown, PA2026-10-28
Resonant Capital Advisors, LLC
27,052$693.6K0.0%ETFLowMadison, WI2026-10-15
Parallel Advisors, LLC
24,807$636.1K0.0%IndexLowSan Francisco, CA2026-11-03
CFS Investment Advisory Services, LLC
22,751$582.8K0.0%ETFMediumTotowa, NJ2026-10-19
Sentinel Pension Advisors, LLC
22,039$565.1K0.1%ETFLowWakefield, MA2026-11-02
Curbstone Financial Management Corp
21,620$554.3K0.1%CoreLowManchester, NH2026-10-21
Princeton Global Asset Management LLC
19,825$508.3K0.1%GrowthLowPrinceton, NJ2026-10-21
Cliftonlarsonallen Wealth Advisors, LLC
19,794$507.5K0.0%ETFLowMinneapolis, MN2026-10-14
Foundry Financial Group, Inc.
19,582$502.1K0.2%ETFLowLaconia, NH2026-10-28
Redhawk Wealth Advisors, Inc.
18,343$470.3K0.0%ETFHighMinneapolis, MN2026-10-14
Riverchase Wealth Management, LLC
18,214$467.0K0.2%ETFMediumFlower Mound, TX2026-10-28
BIP Wealth, LLC
17,721$454.4K0.0%ETFMediumAtlanta, GA2026-10-22
WealthBridge Capital Management, LLC
17,670$453.1K0.1%ETFLowWesterville, OH2026-10-16
First Affirmative Financial Network
17,250$442.3K0.1%CoreN/AColorado Springs, CO2026-10-21
Archer Investment Management, LLC
16,291$417.7K0.1%ETFHighAustin, TX2026-10-13
SAX Wealth Advisors, LLC
14,893$381.9K0.0%ETFVery LowParsippany, NJ2026-10-13
MV Capital Management, Inc.
14,305$366.8K0.0%ETFLowBethesda, MD2026-10-29
Wedbush Securities Inc
13,655$3500.0%CoreLowPasadena, CA2026-10-22
Confluence Investment Management LLC
12,956$332.2K0.0%ValueMediumSt. Louis, MO2026-10-01
Assetmark, Inc
12,201$312.8K0.0%ETFLowConcord, CA2026-10-21
Trust Co
11,754$301.4K0.0%ETFVery LowManhattan, KS2026-10-09
Heritage Family Offices, LLP
10,880$279.0K0.1%GrowthHighScottsdale, AZ2026-11-02
MCF Advisors LLC
10,747$275.6K0.0%ETFLowLexington, KY2026-10-28
Guidance Point Advisors, LLC
10,612$272.1K0.1%ETFVery LowWellesley, MA2026-10-15
Juno Financial Group LLC
10,299$264.1K0.1%ETFMediumRichmond, VA2026-10-27
Cooper S Advisors, LLC
10,000$256.4K0.1%ETFLowVictor, NY2026-11-03
Atria Investments, Inc
9,851$252.6K0.0%CoreMediumCharlotte, NC2026-10-15
Private Trust Co NA
9,827$252.0K0.0%CoreLowCleveland, OH2026-10-20
Avidian Wealth Enterprises, LLC
9,802$251.3K0.0%ETFLowHouston, TX2026-10-08
Baring Financial LLC
9,747$249.9K0.1%ETFLowBellingham, WA2026-10-07
Arrow Financial Corp
9,451$242.3K0.0%ETFLowGlens Falls, NY2026-10-26
FF Advisors,LLC
9,268$237.6K0.1%ETFLowManhattan Beach, CA2026-10-21
Archford Capital Strategies, LLC
9,228$236.6K0.0%GrowthMediumSwansea, IL2026-10-19
Strategic Blueprint, LLC
9,161$234.9K0.0%ETFLowAtlanta, GA2026-10-22
Silverlake Wealth Management LLC
9,122$233.9K0.0%ETFLowWilliston, VT2026-10-21
TPG Advisors LLC
9,094$233.2K0.1%ETFVery LowNorthfield, IL2026-10-16
Signaturefd, LLC
8,988$230.5K0.0%IndexLowAtlanta, GA2026-10-23
Farnam Financial LLC
8,939$229.1K0.2%ETFLowPhoenix, AZ2026-10-21
Diversify Wealth Management, LLC
8,374$214.5K0.0%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
8,374$214.5K0.0%GrowthLowSandy, UT2026-10-20
Newman Dignan & Sheerar, Inc.
8,218$210.7K0.0%ETFLowProvidence, RI2026-10-21
Beaumont Asset Management, L.L.C.
8,020$205.6K0.1%ETFLowBeaumont, TX2026-10-16
Physician Wealth Advisors, Inc.
5,000$128.2K0.0%ETFMediumMidvale, UT2026-10-20
Harbor Investment Advisory, LLC
3,656$93.7K0.0%GrowthLowLutherville, MD2026-10-13
Hughes Financial Services, LLC
3,178$81.5K0.0%ETFLowHerndon, VA2026-10-30
Key FInancial Inc
3,130$80.3K0.0%ETFLowWest Chester, PA2026-11-02
Asset Dedication, LLC
2,955$75.8K0.0%ETFLowSan Francisco, CA2026-11-03
Farther Finance Advisors, LLC
2,914$74.7K0.0%IndexLowSan Francisco, CA2026-10-08
NorthAvenue LLC
2,325$59.6K0.0%ETFVery LowColumbus, OH2026-10-29
American Capital Advisory, LLC
2,221$56.9K0.0%ETFLowKetchum, ID2026-10-28
Bullock Wealth Management Group
2,008$51.4K0.0%GrowthLowBloomington, IN2026-10-09
Coastline Trust Co
1,918$49.2K0.0%GrowthVery LowProvidence, RI2026-10-01
3 Factor Indexing, LLC
1,015$26.0K0.0%ETFLowSacramento, CA2026-10-15
Bank of New Hampshire
905$23.2K0.0%CoreLowLaconia, NH2026-10-06
Root Financial Partners, LLC
131$3.4K0.0%ETFMediumEncinitas, CA2026-10-21
Caldwell Trust Co
29$7440.0%GrowthLowVenice, FL2026-10-30
Evolution Wealth Management Inc.
19$4870.0%ETFMediumFort Myers, FL2026-10-28