IBDR Institutional Ownership
iShares iBonds Dec 2026 Term Corporate ETF
1W: +0.1%
1M: +0.0%
3M: +0.0%
YTD: +0.4%
1Y: +0.8%
3Y: +13.8%
5Y: +5.4%
$24.17
+0.01 (+0.04%)
Weekly Expected Move ±0.2%
$24
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBDR
486
Institutional Holders
-7 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
32
New Positions
157
Increased
219
Reduced
34
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (490 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 9,829,831 | $238M | +44,360 | +0.5% | 15Q | SEC ↗ |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 4,313,634 | $104M | +40,576 | +0.9% | 22Q | SEC ↗ |
| 3 | HM PAYSON & CO | 4,186,318 | $101M | -4,193 | -0.1% | 12Q | SEC ↗ |
| 4 | LPL Financial LLC | 3,879,923 | $94M | -165,044 | -4.1% | 32Q | SEC ↗ |
| 5 | MORGAN STANLEY | 3,576,118 | $86M | -174,100 | -4.6% | 38Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 2,484,975 | $60M | -181,732 | -6.8% | 7Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 1,648,333 | $40M | -35,730 | -2.1% | 35Q | SEC ↗ |
| 8 | Gratus Wealth Advisors, LLC | 1,527,912 | $37M | +31,407 | +2.1% | 11Q | SEC ↗ |
| 9 | Kathmere Capital Management, LLC | 1,502,321 | $36M | +109,451 | +7.9% | 11Q | SEC ↗ |
| 10 | HOWLAND CAPITAL MANAGEMENT LLC | 1,496,018 | $36M | +167,978 | +12.6% | 14Q | SEC ↗ |
| 11 | Sound View Wealth Advisors Group, LLC | 1,472,485 | $36M | -508,772 | -25.7% | 29Q | SEC ↗ |
| 12 | CAPTRUST FINANCIAL ADVISORS | 1,415,924 | $34M | -128,250 | -8.3% | 27Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 1,305,406 | $32M | -151,241 | -10.4% | 38Q | SEC ↗ |
| 14 | RVW Wealth, LLC | 1,165,091 | $28M | +24,546 | +2.2% | 30Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 1,162,481 | $28M | +129,826 | +12.6% | 24Q | SEC ↗ |
| 16 | SIGMA INVESTMENT COUNSELORS INC | 1,146,679 | $28M | -10,339 | -0.9% | 29Q | SEC ↗ |
| 17 | NewEdge Advisors, LLC | 1,136,875 | $27M | +22,436 | +2.0% | 15Q | SEC ↗ |
| 18 | Focus Partners Wealth | 1,093,602 | $26M | -138,133 | -11.2% | 11Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 1,068,172 | $26M | -378,761 | -26.2% | 16Q | SEC ↗ |
| 20 | Mariner, LLC | 1,007,776 | $24M | -4,398 | -0.4% | 27Q | SEC ↗ |
| 21 | IFS Advisors, LLC | 973,964 | $24M | +6,162 | +0.6% | 4Q | SEC ↗ |
| 22 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 935,865 | $23M | -82,213 | -8.1% | 30Q | SEC ↗ |
| 23 | Mesirow Financial Investment Managemen | 872,266 | $21M | -10,590 | -1.2% | 11Q | SEC ↗ |
| 24 | TRUIST FINANCIAL CORP | 862,303 | $21M | -4,435 | -0.5% | 27Q | SEC ↗ |
| 25 | BENJAMIN EDWARDS INC | 838,929 | $20M | +29,340 | +3.6% | 30Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN | 837,009 | $20M | -186,945 | -18.3% | 39Q | SEC ↗ |
| 27 | MV CAPITAL MANAGEMENT, INC. | 756,074 | $18M | +4,647 | +0.6% | 15Q | SEC ↗ |
| 28 | Glenview Trust Co | 729,084 | $18M | +18,129 | +2.5% | 15Q | SEC ↗ |
| 29 | US BANCORP \DE | 714,410 | $17M | -38,870 | -5.2% | 36Q | SEC ↗ |
| 30 | REBALANCE, LLC | 711,980 | $17M | -48,405 | -6.4% | 7Q | SEC ↗ |
| 31 | CWM, LLC | 676,932 | $16M | +90,468 | +15.4% | 16Q | SEC ↗ |
| 32 | Venture Visionary Partners LLC | 662,326 | $16M | -201,681 | -23.3% | 16Q | SEC ↗ |
| 33 | SPINNAKER TRUST | 661,842 | $16M | +87,316 | +15.2% | 12Q | SEC ↗ |
| 34 | Capital Investment Advisors, LLC | 660,322 | $16M | +41,941 | +6.8% | 27Q | SEC ↗ |
| 35 | Sanctuary Advisors, LLC | 652,971 | $16M | -4,023 | -0.6% | 9Q | SEC ↗ |
| 36 | EP Wealth Advisors, LLC | 591,531 | $14M | +123,905 | +26.5% | 3Q | SEC ↗ |
| 37 | Beacon Pointe Advisors, LLC | 574,362 | $14M | -12,901 | -2.2% | 17Q | SEC ↗ |
| 38 | Strid Group, LLC | 538,854 | $13M | -67,047 | -11.1% | 20Q | SEC ↗ |
| 39 | CENTRAL TRUST Co | 525,939 | $13M | -18,114 | -3.3% | 35Q | SEC ↗ |
| 40 | NovaPoint Capital, LLC | 523,659 | $13M | -111,217 | -17.5% | 6Q | SEC ↗ |
| 41 | Integrated Wealth Concepts LLC | 508,244 | $12M | +211,418 | +71.2% | 17Q | SEC ↗ |
| 42 | IFP Advisors, Inc | 495,135 | $12M | +13,900 | +2.9% | 16Q | SEC ↗ |
| 43 | Cetera Investment Advisers | 471,188 | $11M | +116,931 | +33.0% | 13Q | SEC ↗ |
| 44 | Wick Capital Partners, LLC | 457,123 | $11M | -26,154 | -5.4% | 12Q | SEC ↗ |
| 45 | MCF Advisors LLC | 452,688 | $11M | +222,146 | +96.4% | 18Q | SEC ↗ |
| 46 | Allworth Financial LP | 448,668 | $11M | +25,754 | +6.1% | 23Q | SEC ↗ |
| 47 | Global Retirement Partners, LLC NEW | 443,156 | $11M | — | +0.0% | 1Q | SEC ↗ |
| 48 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 441,512 | $11M | +69,032 | +18.5% | 39Q | SEC ↗ |
| 49 | Thrivent Financial for Lutherans | 431,943 | $10M | +8,659 | +2.0% | 14Q | SEC ↗ |
| 50 | MOSELEY INVESTMENT MANAGEMENT INC | 427,717 | $10M | +16,587 | +4.0% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 443,156 | $11M |
| OLD MISSION CAPITAL LLC | 79,272 | $2M |
| IFG Advisory, LLC | 79,012 | $2M |
| FIDUCIARY FINANCIAL ADVISORS | 63,498 | $2M |
| Collaborative Fund Advisors, LLC | 62,577 | $2M |
| COLTON GROOME FINANCIAL ADVISORS, L | 60,469 | $1M |
| GTS SECURITIES LLC | 48,096 | $1M |
| HRT FINANCIAL LP | 39,795 | $962K |
| Diversify Advisory Services, LLC | 32,786 | $792K |
| Schuylkill Financial LLC | 32,181 | $778K |
| Concurrent Investment Advisors, LLC | 26,384 | $638K |
| MARYLAND CAPITAL ADVISORS INC. | 21,808 | $527K |
| Kingsview Wealth Management, LLC | 20,962 | $507K |
| S.E.E.D. Planning Group LLC | 18,666 | $451K |
| Lifeworks Advisors, LLC | 12,789 | $309K |
| MEYER HANDELMAN CO | 11,864 | $287K |
| MIDLAND WEALTH ADVISORS, LLC | 11,029 | $267K |
| TWO SIGMA SECURITIES, LLC | 9,351 | $226K |
| Summit Place Financial Advisors, LL | 9,000 | $218K |
| AXXCESS WEALTH MANAGEMENT, LLC | 8,967 | $217K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| TABR Capital Management, LLC | 995,431 | $24M |
| McGuire Investment Group, LLC | 361,392 | $9M |
| Integras Partners LLC | 265,970 | $6M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 243,126 | $6M |
| MEMBERS WEALTH LLC | 126,790 | $3M |
| DRIVE WEALTH MANAGEMENT, LLC | 126,419 | $3M |
| Greenline Partners, LLC | 123,877 | $3M |
| 4J Wealth Management LLC | 83,930 | $2M |
| Independent Advisor Alliance | 74,033 | $2M |
| Segment Wealth Management, LLC | 60,850 | $1M |
| Redwood Financial Network Corp | 60,338 | $1M |
| Cypress Point Wealth Management, LL | 59,000 | $1M |
| Crescent Grove Advisors, LLC | 49,030 | $1M |
| HB Wealth Management, LLC | 38,880 | $940K |
| Twin Cities Retirement Group LLC | 35,872 | $867K |
| FLOW TRADERS U.S. LLC | 28,271 | $683K |
| Gilbert Capital Group, Inc. | 27,426 | $663K |
| StoneX Group Inc. | 18,824 | $455K |
| Paradigm, Strategies in Wealth Mana | 18,449 | $446K |
| Focus Financial Network, Inc. | 16,352 | $395K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MCF Advisors LLC | +222,146 | +96.4% | 452,688 |
| JANE STREET GROUP, LLC | +220,120 | +128.6% | 391,318 |
| Integrated Wealth Concepts LLC | +211,418 | +71.2% | 508,244 |
| Janney Montgomery Scott LLC | +172,028 | +75.7% | 399,319 |
| HOWLAND CAPITAL MANAGEMENT LLC | +167,978 | +12.6% | 1,496,018 |
| Kestra Advisory Services, LLC | +129,826 | +12.6% | 1,162,481 |
| EP Wealth Advisors, LLC | +123,905 | +26.5% | 591,531 |
| Cetera Investment Advisers | +116,931 | +33.0% | 471,188 |
| Kathmere Capital Management, LLC | +109,451 | +7.9% | 1,502,321 |
| 10Elms LLP | +96,961 | +90.6% | 203,963 |
| CITADEL ADVISORS LLC | +90,827 | +37.3% | 334,081 |
| CWM, LLC | +90,468 | +15.4% | 676,932 |
| SYON CAPITAL LLC | +89,570 | +146.4% | 150,764 |
| SPINNAKER TRUST | +87,316 | +15.2% | 661,842 |
| ENVESTNET ASSET MANAGEMENT INC | +74,942 | +21.6% | 421,595 |
| UNITED CAPITAL FINANCIAL ADVISORS, | +69,032 | +18.5% | 441,512 |
| High Note Wealth, LLC | +56,319 | +91.6% | 117,814 |
| Parallel Advisors, LLC | +50,737 | +18.8% | 320,102 |
| OSAIC HOLDINGS, INC. | +49,321 | +16.4% | 350,589 |
| BANK OF AMERICA CORP /DE | +44,360 | +0.5% | 9,829,831 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | -1,218,151 | -97.9% | 25,628 |
| BlackRock, Inc. | -591,544 | -100.0% | 158 |
| Sound View Wealth Advisors Group, L | -508,772 | -25.7% | 1,472,485 |
| AMERIPRISE FINANCIAL INC | -378,761 | -26.2% | 1,068,172 |
| Beaumont Asset Management, L.L.C. | -371,474 | -78.0% | 104,541 |
| Windsor Capital Management, LLC | -349,738 | -88.3% | 46,547 |
| Arrow Financial Corp | -224,783 | -52.8% | 200,769 |
| Krilogy Financial LLC | -208,477 | -94.5% | 12,096 |
| Venture Visionary Partners LLC | -201,681 | -23.3% | 662,326 |
| WELLS FARGO & COMPANY/MN | -186,945 | -18.3% | 837,009 |
| RAYMOND JAMES FINANCIAL INC | -181,732 | -6.8% | 2,484,975 |
| MORGAN STANLEY | -174,100 | -4.6% | 3,576,118 |
| LPL Financial LLC | -165,044 | -4.1% | 3,879,923 |
| Modern Wealth Management, LLC | -156,319 | -60.6% | 101,525 |
| ROYAL BANK OF CANADA | -151,241 | -10.4% | 1,305,406 |
| Ironwood Financial, llc | -147,666 | -45.3% | 178,257 |
| Focus Partners Wealth | -138,133 | -11.2% | 1,093,602 |
| CAPTRUST FINANCIAL ADVISORS | -128,250 | -8.3% | 1,415,924 |
| Great Diamond Partners, LLC | -125,617 | -71.0% | 51,368 |
| LYELL WEALTH MANAGEMENT, LP | -115,878 | -24.9% | 350,401 |