IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Ishares Ibonds DEC 2027 Term (IBMP)

CUSIP: 46435U283 | NYSE | 302 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Heartwood Wealth Advisors LLC703,566
1.4% of portfolio›$17.8M
US Bancorp \de\703,024
0.0% of portfolio›$17.7M
Lido Advisors, LLC630,093
0.0% of portfolio›$15.9M
Kathmere Capital Management, LLC468,805
0.6% of portfolio›$11.8M
Cliftonlarsonallen Wealth Advisors, LLC351,742
0.1% of portfolio›$8.9M
Praetorian Wealth Management, Inc.277,599
1.2% of portfolio›$7.0M
Howland Capital Management LLC269,545
0.2% of portfolio›$6.8M
Cyndeo Wealth Partners, LLC210,042
0.2% of portfolio›$5.3M
Commonwealth Equity Services, LLC186,594
0.0% of portfolio›$4.7M
Assetmark, Inc130,603
0.0% of portfolio›$3.3M
Quantum Financial Advisors, LLC121,002
0.3% of portfolio›$3.1M
Atwater Malick LLC101,793
0.6% of portfolio›$2.6M
Sonata Capital Group Inc101,741
0.8% of portfolio›$2.6M
Titleist Asset Management, LLC99,456
0.2% of portfolio›$2.5M
Postrock Partners LLC96,626
1.0% of portfolio›$2.4M
Glenview Trust Co95,250
0.0% of portfolio›$2.4M
Parkway Wealth Management Group, LLC94,412
0.3% of portfolio›$2.4M
Blue Square Asset Management, LLC74,755
0.8% of portfolio›$1.9M
Brookstone Capital Management69,447
0.0% of portfolio›$1.8M
Regions Financial Corp64,020
0.0% of portfolio›$1.6M
True Private Wealth Advisors61,037
0.1% of portfolio›$1.5M
RIA Advisory Group LLC60,785
0.4% of portfolio›$1.5M
Sentinel Pension Advisors, LLC60,260
0.2% of portfolio›$1.5M
Choreo, LLC58,938
0.0% of portfolio›$1.5M
Capital Investment Advisors, LLC55,542
0.0% of portfolio›$1.4M
GC Wealth Management RIA, LLC54,416
0.1% of portfolio›$1.4M
Phillips Financial Management, LLC53,650
0.1% of portfolio›$1.4M
Aspen Wealth Management LLC53,351
0.2% of portfolio›$1.3M
O'Domhnaill Enterprises, Inc.51,513
1.0% of portfolio›$1.3M
Evergreen Private Wealth LLC51,513
0.5% of portfolio›$1.3M
Kestra Private Wealth Services, LLC50,196
0.0% of portfolio›$1.3M
Lantz Financial LLC46,952
0.2% of portfolio›$1.2M
Prism Advisors, Inc.44,715
0.3% of portfolio›$1.1M
Parallel Advisors, LLC37,713
0.0% of portfolio›$951.9K
Cambridge Investment Research Advisors, Inc.36,372
0.0% of portfolio›$918
Droms Strauss Advisors Inc35,361
0.2% of portfolio›$892.5K
IFP Advisors, Inc35,184
0.0% of portfolio›$888.0K
Financial Advisory Corp33,620
0.1% of portfolio›$848.6K
Newman Dignan & Sheerar, Inc.33,259
0.2% of portfolio›$839.5K
Heffernan Advisory, Inc33,092
0.6% of portfolio›$835.2K
Roof Eidam Maycock Peralta, LLC32,433
0.2% of portfolio›$818.6K
Curbstone Financial Management Corp32,060
0.1% of portfolio›$809.2K
First National Trust Co30,311
0.0% of portfolio›$765.0K
WJ Wealth Management, LLC30,182
0.3% of portfolio›$761.8K
Creative Planning30,086
0.0% of portfolio›$759.4K
Confluence Investment Management LLC27,520
0.0% of portfolio›$694.6K
Strid Group, LLC25,530
0.1% of portfolio›$644.4K
Great Diamond Partners, LLC24,954
0.1% of portfolio›$629.8K
Rossby Financial, LCC23,857
0.1% of portfolio›$602.2K
CFS Investment Advisory Services, LLC23,141
0.0% of portfolio›$583.4K
New England Private Wealth Advisors LLC22,700
0.1% of portfolio›$572.9K
Cove Private Wealth, LLC22,000
0.1% of portfolio›$555.3K
Woodmont Investment Counsel LLC21,829
0.0% of portfolio›$551.0K
James Investment Research, Inc.20,676
0.1% of portfolio›$521.9K
Foundry Financial Group, Inc.19,321
0.2% of portfolio›$487.7K
Wealth Enhancement Advisory Services, LLC19,120
0.0% of portfolio›$482.0K
PFG Private Wealth Management, LLC18,513
0.2% of portfolio›$467.3K
Rossmore Private Capital17,477
0.0% of portfolio›$441.1K
First Affirmative Financial Network16,963
0.1% of portfolio›$428.1K
JIM Saulnier & Associates, LLC16,503
0.2% of portfolio›$416.5K
WealthBridge Capital Management, LLC16,475
0.1% of portfolio›$415.8K
Avail Investment Partners, LLC15,612
0.3% of portfolio›$394.0K
Investment Research Partners LLC15,612
0.1% of portfolio›$394.0K
SAX Wealth Advisors, LLC15,089
0.0% of portfolio›$380.8K
Atria Investments, Inc15,049
0.0% of portfolio›$379.8K
Cascade Investment Group, Inc.14,793
0.2% of portfolio›$373.4K
Fifth Third Bancorp14,670
0.0% of portfolio›$370.3K
MV Capital Management, Inc.14,457
0.0% of portfolio›$364.9K
Princeton Global Asset Management LLC14,407
0.1% of portfolio›$363.6K
Balefire, LLC12,879
0.1% of portfolio›$325.1K
Farnam Financial LLC12,755
0.2% of portfolio›$322.2K
Hengehold Capital Management LLC12,613
0.0% of portfolio›$318.4K
Compton Wealth Advisory Group, LLC11,850
0.1% of portfolio›$298.5K
Trust Co11,841
0.0% of portfolio›$298.9K
Heritage Family Offices, LLP11,136
0.1% of portfolio›$281.1K
Baring Financial LLC11,076
0.1% of portfolio›$279.6K
Hughes Financial Services, LLC11,008
0.0% of portfolio›$279.1K
Moneco Advisors, LLC10,943
0.0% of portfolio›$276.2K
Capital Asset Advisory Services LLC10,463
0.0% of portfolio›$264.7K
Juno Financial Group LLC10,316
0.1% of portfolio›$260.4K
Private Trust Co NA10,008
0.0% of portfolio›$252.6K
Aspen Private Advisors, LLC10,000
0.3% of portfolio›$252.4K
Resonant Capital Advisors, LLC9,934
0.0% of portfolio›$250.7K
Arrow Financial Corp9,517
0.0% of portfolio›$240.2K
Cora Capital Advisors LLC9,500
0.1% of portfolio›$239.8K
Avidian Wealth Enterprises, LLC9,481
0.0% of portfolio›$239.3K
Legacy Private Trust Co.9,395
0.0% of portfolio›$237.1K
Archford Capital Strategies, LLC9,391
0.0% of portfolio›$237.0K
Silverlake Wealth Management LLC9,210
0.0% of portfolio›$232.5K
Mesirow Financial Investment Management, Inc.9,130
0.0% of portfolio›$230.4K
TPG Advisors LLC9,116
0.1% of portfolio›$230.1K
Penobscot Investment Management Company, Inc.9,000
0.0% of portfolio›$227.2K
Cornell Pochily Investment Advisors, Inc.8,935
0.1% of portfolio›$225.5K
Members Wealth LLC8,698
0.1% of portfolio›$219.3K
Strategic Blueprint, LLC8,633
0.0% of portfolio›$217.9K
Carnegie Investment Counsel8,625
0.0% of portfolio›$217.7K
Signaturefd, LLC8,134
0.0% of portfolio›$205.3K
Redhawk Wealth Advisors, Inc.8,057
0.0% of portfolio›$203.4K
Farther Finance Advisors, LLC7,701
0.0% of portfolio›$194.4K
Key FInancial Inc4,975
0.0% of portfolio›$125.6K
Coastline Trust Co4,716
0.0% of portfolio›$119.0K
Community Financial Services Group, LLC3,352
0.0% of portfolio›$84.4K
American Capital Advisory, LLC2,231
0.0% of portfolio›$56.3K
Bullock Wealth Management Group2,028
0.0% of portfolio›$51.1K
Harbor Investment Advisory, LLC1,115
0.0% of portfolio›$28.1K
Spire Wealth Management927
0.0% of portfolio›$23.4K
Asset Dedication, LLC837
0.0% of portfolio›$21.1K
NorthAvenue LLC376
0.0% of portfolio›$9.5K
Ashton Thomas Securities, LLC173
0.0% of portfolio›$4.4K
Root Financial Partners, LLC131
0.0% of portfolio›$3.3K
Caldwell Trust Co44
0.0% of portfolio›$1.1K
Evolution Wealth Management Inc.38
0.0% of portfolio›$959
StyleTurnoverLocationFiled
Heartwood Wealth Advisors LLC
703,566$17.8M1.4%ETFLowRichmond, VA2026-10-05
US Bancorp \de\
703,024$17.7M0.0%IndexLowMinneapolis, MN2026-11-05
Lido Advisors, LLC
630,093$15.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Kathmere Capital Management, LLC
468,805$11.8M0.6%ETFLowWayne, PA2026-10-20
Cliftonlarsonallen Wealth Advisors, LLC
351,742$8.9M0.1%ETFLowMinneapolis, MN2026-10-14
Praetorian Wealth Management, Inc.
277,599$7.0M1.2%ETFVery LowCarmel, CA2026-10-16
Howland Capital Management LLC
269,545$6.8M0.2%CoreLowBoston, MA2026-10-22
Cyndeo Wealth Partners, LLC
210,042$5.3M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Commonwealth Equity Services, LLC
186,594$4.7M0.0%ETFLowWaltham, MA2026-11-02
Assetmark, Inc
130,603$3.3M0.0%ETFLowConcord, CA2026-10-21
Quantum Financial Advisors, LLC
121,002$3.1M0.3%ETFLowSanta Monica, CA2026-11-03
Atwater Malick LLC
101,793$2.6M0.6%CoreLowLancaster, PA2026-10-15
Sonata Capital Group Inc
101,741$2.6M0.8%ETFVery LowSeattle, WA2026-10-19
Titleist Asset Management, LLC
99,456$2.5M0.2%ETFLowSan Antonio, TX2026-10-08
Postrock Partners LLC
96,626$2.4M1.0%CoreVery LowOverland Park, KS2026-11-02
Glenview Trust Co
95,250$2.4M0.0%GrowthVery LowLouisville, KY2026-10-28
Parkway Wealth Management Group, LLC
94,412$2.4M0.3%ETFHighPlano, TX2026-10-20
Blue Square Asset Management, LLC
74,755$1.9M0.8%MomentumMediumNew York, NY2026-11-02
Brookstone Capital Management
69,447$1.8M0.0%ETFMediumWheaton, IL2026-10-22
Regions Financial Corp
64,020$1.6M0.0%CoreLowBirmingham, AL2026-11-05
True Private Wealth Advisors
61,037$1.5M0.1%ETFMediumSalem, OR2026-10-19
RIA Advisory Group LLC
60,785$1.5M0.4%ETFHighSioux Falls, SD2026-10-15
Sentinel Pension Advisors, LLC
60,260$1.5M0.2%ETFLowWakefield, MA2026-11-02
Choreo, LLC
58,938$1.5M0.0%IndexLowRockford, IL2026-10-28
Capital Investment Advisors, LLC
55,542$1.4M0.0%CoreLowAtlanta, GA2026-10-22
GC Wealth Management RIA, LLC
54,416$1.4M0.1%GrowthMediumCambridge, MA2026-11-02
Phillips Financial Management, LLC
53,650$1.4M0.1%ETFVery LowFort Wayne, IN2026-10-19
Aspen Wealth Management LLC
53,351$1.3M0.2%ETFLowFort Worth, TX2026-10-14
O'Domhnaill Enterprises, Inc.
51,513$1.3M1.0%GrowthHighCody, WY2026-10-29
Evergreen Private Wealth LLC
51,513$1.3M0.5%CoreLowGreenwood Village, CO2026-10-30
Kestra Private Wealth Services, LLC
50,196$1.3M0.0%GrowthLowAustin, TX2026-10-30
Lantz Financial LLC
46,952$1.2M0.2%ETFLowNaperville, IL2026-10-15
Prism Advisors, Inc.
44,715$1.1M0.3%ETFMediumStudio City, CA2026-10-09
Parallel Advisors, LLC
37,713$951.9K0.0%IndexLowSan Francisco, CA2026-11-03
Cambridge Investment Research Advisors, Inc.
36,372$9180.0%ETFLowFairfield, IA2026-11-02
Droms Strauss Advisors Inc
35,361$892.5K0.2%ETFLowSt. Louis, MO2026-11-03
IFP Advisors, Inc
35,184$888.0K0.0%GrowthLowTampa, FL2026-10-16
Financial Advisory Corp
33,620$848.6K0.1%ETFVery LowGrand Rapids, MI2026-10-14
Newman Dignan & Sheerar, Inc.
33,259$839.5K0.2%ETFLowProvidence, RI2026-10-21
Heffernan Advisory, Inc
33,092$835.2K0.6%ETFLowFlagstaff, AZ2026-10-13
Roof Eidam Maycock Peralta, LLC
32,433$818.6K0.2%ETFVery LowSan Francisco, CA2026-10-15
Curbstone Financial Management Corp
32,060$809.2K0.1%CoreLowManchester, NH2026-10-21
First National Trust Co
30,311$765.0K0.0%GrowthLowJohnstown, PA2026-10-28
WJ Wealth Management, LLC
30,182$761.8K0.3%ETFMediumGlendale, AZ2026-11-03
Creative Planning
30,086$759.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Confluence Investment Management LLC
27,520$694.6K0.0%ValueMediumSt. Louis, MO2026-10-01
Strid Group, LLC
25,530$644.4K0.1%ETFLowNewtown Square, PA2026-10-28
Great Diamond Partners, LLC
24,954$629.8K0.1%CoreMediumPortland, ME2026-10-13
Rossby Financial, LCC
23,857$602.2K0.1%ETFMediumMelbourne, FL2026-11-05
CFS Investment Advisory Services, LLC
23,141$583.4K0.0%ETFMediumTotowa, NJ2026-10-19
New England Private Wealth Advisors LLC
22,700$572.9K0.1%ETFVery LowWellesley, MA2026-10-19
Cove Private Wealth, LLC
22,000$555.3K0.1%GrowthLowOyster Bay Cove, NY2026-10-28
Woodmont Investment Counsel LLC
21,829$551.0K0.0%GARPVery LowNashville, TN2026-10-29
James Investment Research, Inc.
20,676$521.9K0.1%CoreLowAlpha, OH2026-10-22
Foundry Financial Group, Inc.
19,321$487.7K0.2%ETFLowLaconia, NH2026-10-28
Wealth Enhancement Advisory Services, LLC
19,120$482.0K0.0%CoreLowPlymouth, MN2026-10-13
PFG Private Wealth Management, LLC
18,513$467.3K0.2%ETFHighLutz, FL2026-10-15
Rossmore Private Capital
17,477$441.1K0.0%CoreLowGlastonbury, CT2026-10-27
First Affirmative Financial Network
16,963$428.1K0.1%CoreN/AColorado Springs, CO2026-10-21
JIM Saulnier & Associates, LLC
16,503$416.5K0.2%ETFLowFort Collins, CO2026-11-04
WealthBridge Capital Management, LLC
16,475$415.8K0.1%ETFLowWesterville, OH2026-10-16
Avail Investment Partners, LLC
15,612$394.0K0.3%CoreMediumLemont, PA2026-10-16
Investment Research Partners LLC
15,612$394.0K0.1%CoreLowLemont, PA2026-10-19
SAX Wealth Advisors, LLC
15,089$380.8K0.0%ETFVery LowParsippany, NJ2026-10-13
Atria Investments, Inc
15,049$379.8K0.0%CoreMediumCharlotte, NC2026-10-15
Cascade Investment Group, Inc.
14,793$373.4K0.2%CoreLowColorado Springs, CO2026-10-13
Fifth Third Bancorp
14,670$370.3K0.0%IndexVery LowCincinnati, OH2026-11-05
MV Capital Management, Inc.
14,457$364.9K0.0%ETFLowBethesda, MD2026-10-29
Princeton Global Asset Management LLC
14,407$363.6K0.1%GrowthLowPrinceton, NJ2026-10-21
Balefire, LLC
12,879$325.1K0.1%ETFMediumDallas, TX2026-10-09
Farnam Financial LLC
12,755$322.2K0.2%ETFLowPhoenix, AZ2026-10-21
Hengehold Capital Management LLC
12,613$318.4K0.0%ETFLowCincinnati, OH2026-10-16
Compton Wealth Advisory Group, LLC
11,850$298.5K0.1%ETFVery LowVirginia Beach, VA2026-10-13
Trust Co
11,841$298.9K0.0%ETFVery LowManhattan, KS2026-10-09
Heritage Family Offices, LLP
11,136$281.1K0.1%GrowthHighScottsdale, AZ2026-11-02
Baring Financial LLC
11,076$279.6K0.1%ETFLowBellingham, WA2026-10-07
Hughes Financial Services, LLC
11,008$279.1K0.0%ETFLowHerndon, VA2026-10-30
Moneco Advisors, LLC
10,943$276.2K0.0%ETFLowFairfield, CT2026-11-05
Capital Asset Advisory Services LLC
10,463$264.7K0.0%ETFLowWilliamston, MI2026-10-30
Juno Financial Group LLC
10,316$260.4K0.1%ETFMediumRichmond, VA2026-10-27
Private Trust Co NA
10,008$252.6K0.0%CoreLowCleveland, OH2026-10-20
Aspen Private Advisors, LLC
10,000$252.4K0.3%ETFN/ASioux Falls, SD2026-10-27
Resonant Capital Advisors, LLC
9,934$250.7K0.0%ETFLowMadison, WI2026-10-15
Arrow Financial Corp
9,517$240.2K0.0%ETFLowGlens Falls, NY2026-10-26
Cora Capital Advisors LLC
9,500$239.8K0.1%ETFLowMarlton, NJ2026-11-02
Avidian Wealth Enterprises, LLC
9,481$239.3K0.0%ETFLowHouston, TX2026-10-08
Legacy Private Trust Co.
9,395$237.1K0.0%ETFLowNeenah, WI2026-10-06
Archford Capital Strategies, LLC
9,391$237.0K0.0%GrowthMediumSwansea, IL2026-10-19
Silverlake Wealth Management LLC
9,210$232.5K0.0%ETFLowWilliston, VT2026-10-21
Mesirow Financial Investment Management, Inc.
9,130$230.4K0.0%CoreLowChicago, IL2026-11-05
TPG Advisors LLC
9,116$230.1K0.1%ETFVery LowNorthfield, IL2026-10-16
Penobscot Investment Management Company, Inc.
9,000$227.2K0.0%GrowthLowBoston, MA2026-10-26
Cornell Pochily Investment Advisors, Inc.
8,935$225.5K0.1%CoreLowIthaca, NY2026-10-19
Members Wealth LLC
8,698$219.3K0.1%ETFLowMedia, PA2026-10-20
Strategic Blueprint, LLC
8,633$217.9K0.0%ETFLowAtlanta, GA2026-10-22
Carnegie Investment Counsel
8,625$217.7K0.0%CoreLowPepper Pike, OH2026-10-20
Signaturefd, LLC
8,134$205.3K0.0%IndexLowAtlanta, GA2026-10-23
Redhawk Wealth Advisors, Inc.
8,057$203.4K0.0%ETFHighMinneapolis, MN2026-10-14
Farther Finance Advisors, LLC
7,701$194.4K0.0%IndexLowSan Francisco, CA2026-10-08
Key FInancial Inc
4,975$125.6K0.0%ETFLowWest Chester, PA2026-11-02
Coastline Trust Co
4,716$119.0K0.0%GrowthVery LowProvidence, RI2026-10-01
Community Financial Services Group, LLC
3,352$84.4K0.0%GrowthLowNewport, VT2026-10-15
American Capital Advisory, LLC
2,231$56.3K0.0%ETFLowKetchum, ID2026-10-28
Bullock Wealth Management Group
2,028$51.1K0.0%GrowthLowBloomington, IN2026-10-09
Harbor Investment Advisory, LLC
1,115$28.1K0.0%GrowthLowLutherville, MD2026-10-13
Spire Wealth Management
927$23.4K0.0%GrowthMediumMclean, VA2026-10-30
Asset Dedication, LLC
837$21.1K0.0%ETFLowSan Francisco, CA2026-11-03
NorthAvenue LLC
376$9.5K0.0%ETFVery LowColumbus, OH2026-10-29
Ashton Thomas Securities, LLC
173$4.4K0.0%ETFMediumRochester, NY2026-10-26
Root Financial Partners, LLC
131$3.3K0.0%ETFMediumEncinitas, CA2026-10-21
Caldwell Trust Co
44$1.1K0.0%GrowthLowVenice, FL2026-10-30
Evolution Wealth Management Inc.
38$9590.0%ETFMediumFort Myers, FL2026-10-28