ISHARES TR IBDR
IBONDS DEC2026 · ETP · CUSIP 46435GAA0
174
institutional holders
39.9m
shares reported held*
$923.8mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $23.17.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| SHUFRO ROSE & CO LLC 12.44% of their portfolio | 5.4m $124.5m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 4.4m $100.6m | — |
| CAPITAL ADVISORS INC/OK 2.18% of their portfolio | 3.1m $70.4m | — |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $29.2m | — |
| Gateway Advisory, LLC 5.93% of their portfolio | 1.0m $23.9m | — |
| SIGMA INVESTMENT COUNSELORS INC 2.03% of their portfolio | 1.0m $23.8m | — |
| LPL Financial LLC 0.02% of their portfolio | 917.5k $21.2m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.33% of their portfolio | 848.6k $19.6m | — |
| Raymond James Financial Services Advisors, Inc. 0.04% of their portfolio | 826.7k $19.1m | — |
| CORDA Investment Management, LLC. 1.60% of their portfolio | 774.9k $17.9m | — |
| SUMMITRY LLC 1.34% of their portfolio | 771.1k $17.8m | — |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 731.9k $16.9m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.10% of their portfolio | 729.6k $16.9m | — |
| TRUIST FINANCIAL CORP 0.03% of their portfolio | 712.3k $16.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 711.0k $16.4m | — |
| US BANCORP \DE\ 0.03% of their portfolio | 709.7k $16.4m | — |
| STIFEL FINANCIAL CORP 0.03% of their portfolio | 697.6k $16.1m | — |
| CFS Investment Advisory Services, LLC 0.16% of their portfolio | 673.5k $674.0k | — |
| UBS Group AG 0.01% of their portfolio | 666.4k $15.4m | — |
| Klingman & Associates, LLC 1.50% of their portfolio | 660.6k $15.3m | — |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 645.1k $14.9m | — |
| HighTower Advisors, LLC 0.03% of their portfolio | 542.6k $12.5m | — |
| Sound View Wealth Advisors Group, LLC 2.75% of their portfolio | 530.5k $12.3m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 494.7k $11.4m | — |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 445.8k $10.3m | — |
| WOODMONT INVESTMENT COUNSEL LLC 1.17% of their portfolio | 405.4k $9.4m | — |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.41% of their portfolio | 351.5k $8.1m | — |
| RVW Wealth, LLC 1.12% of their portfolio | 346.9k $8.0m | — |
| Arrow Financial Corp 1.16% of their portfolio | 344.3k $8.0m | — |
| Capital Investment Advisors, LLC 0.27% of their portfolio | 339.6k $7.8m | — |
| Windsor Capital Management, LLC 2.89% of their portfolio | 334.5k $7.7m | — |
| PFG Private Wealth Management, LLC 4.35% of their portfolio | 286.8k $6.6m | — |
| BRR OpCo, LLC 0.76% of their portfolio | 268.1k $6.2m | — |
| CENTRAL TRUST Co 0.21% of their portfolio | 265.3k $6.1m | — |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 263.1k $6.1m | — |
| Kestra Advisory Services, LLC 0.06% of their portfolio | 259.4k $6.0m | — |
| CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio | 243.9k $5.6m | — |
| ARCADIA INVESTMENT ADVISORS LLC 4.14% of their portfolio | 237.2k $5.5m | — |
| FULTON BREAKEFIELD BROENNIMAN LLC 0.51% of their portfolio | 233.7k $5.4m | — |
| Karp Capital Management Corp 1.09% of their portfolio | 231.4k $5.3m | — |
| Sandy Spring Bank 0.32% of their portfolio | 219.1k $5.1m | — |
| Peloton Wealth Strategists 2.59% of their portfolio | 215.6k $5.0m | — |
| IRON Financial LLC 2.63% of their portfolio | 207.4k $4.8m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 204.8k $4.7m | — |
| American Portfolios Advisors 0.20% of their portfolio | 204.8k $4.7m | — |
| FinTrust Capital Advisors, LLC 1.15% of their portfolio | 193.9k $4.4m | — |
| HAMEL ASSOCIATES, INC. 1.73% of their portfolio | 189.7k $4.4m | — |
| Signature Wealth Management Group 2.23% of their portfolio | 189.6k $4.4m | — |
| Mariner, LLC 0.02% of their portfolio | 182.4k $4.2m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 175.9k $4.1m | — |
| Centric Wealth Management 1.55% of their portfolio | 168.2k $3.9m | — |
| Kistler-Tiffany Companies, LLC 0.86% of their portfolio | 164.8k $3.8m | — |
| Praetorian Wealth Management, Inc. 1.37% of their portfolio | 157.8k $3.6m | — |
| D.A. DAVIDSON & CO. 0.05% of their portfolio | 157.0k $3.6m | — |
| Buffington Mohr McNeal 0.84% of their portfolio | 150.7k $3.5m | — |
| TLWM 1.45% of their portfolio | 142.8k $3.3m | — |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 132.2k $3.1m | — |
| Krilogy Financial LLC 0.36% of their portfolio | 132.0k $3.0m | — |
| Guidance Point Advisors, LLC 1.39% of their portfolio | 131.5k $3.0m | — |
| 4Thought Financial Group Inc. 2.80% of their portfolio | 123.4k $2.9m | — |
| Associated Banc-Corp 0.12% of their portfolio | 114.3k $2.6m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio | 113.7k $2.6m | — |
| LYELL WEALTH MANAGEMENT, LP 0.45% of their portfolio | 113.5k $2.6m | — |
| CGN Advisors LLC 0.62% of their portfolio | 107.0k $2.5m | — |
| Saiph Capital, LLC 1.92% of their portfolio | 106.5k $2.5m | — |
| Integrated Wealth Concepts LLC 0.07% of their portfolio | 97.3k $2.2m | — |
| Kesler, Norman & Wride, LLC 0.62% of their portfolio | 96.9k $2.2m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 96.3k $2.2m | — |
| Venture Visionary Partners LLC 0.18% of their portfolio | 94.8k $2.2m | — |
| Laurel Wealth Advisors LLC 0.55% of their portfolio | 93.4k $2.2m | — |
| Matthew Goff Investment Advisor, LLC 0.61% of their portfolio | 91.8k $2.1m | — |
| BENJAMIN EDWARDS INC 0.63% of their portfolio | 91.3k $2.1m | — |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1.51% of their portfolio | 87.7k $2.0m | — |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV 0.98% of their portfolio | 85.8k $2.0m | — |
| VALLEY WEALTH MANAGERS, INC. 0.19% of their portfolio | 83.7k $1.9m | — |
| WRAPMANAGER INC 0.64% of their portfolio | 82.5k $1.9m | — |
| Archford Capital Strategies, LLC 0.49% of their portfolio | 82.0k $1.9m | — |
| NovaPoint Capital, LLC 0.85% of their portfolio | 81.4k $1.9m | — |
| Creative Planning 0.00% of their portfolio | 81.1k $1.9m | — |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.20% of their portfolio | 71.1k $1.6m | — |
| Strid Group, LLC 0.41% of their portfolio | 69.4k $1.6m | — |
| Forvis Mazars Wealth Advisors, LLC 0.06% of their portfolio | 66.5k $1.5m | — |
| OLD MISSION CAPITAL LLC 0.06% of their portfolio | 63.7k $1.5m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 62.1k $1.4m | — |
| First Fiduciary Investment Counsel, Inc. 0.32% of their portfolio | 55.5k $1.3m | — |
| Redwood Financial Network Corp 1.42% of their portfolio | 53.7k $1.2m | — |
| MCF Advisors LLC 0.12% of their portfolio | 47.6k $1.1m | — |
| Cribstone Capital Management, LLC 0.64% of their portfolio | 44.6k $1.0m | — |
| Cornell Pochily Investment Advisors, Inc. 0.44% of their portfolio | 43.3k $1.0m | — |
| Farmers National Bank 0.38% of their portfolio | 41.6k $959.9k | — |
| Asset Dedication, LLC 0.10% of their portfolio | 41.1k $946.0k | — |
| MEITAV INVESTMENT HOUSE LTD 0.02% of their portfolio | 40.3k $931.0k | — |
| Day & Ennis, LLC 0.39% of their portfolio | 40.1k $926.0k | — |
| Houlihan Financial Resource Group, Ltd. 0.51% of their portfolio | 35.8k $838.0k | — |
| LEAVELL INVESTMENT MANAGEMENT, INC. 0.07% of their portfolio | 35.7k $825.0k | — |
| BLUE SQUARE ASSET MANAGEMENT, LLC 0.56% of their portfolio | 35.7k $824.0k | — |
| InterOcean Capital Group, LLC 0.03% of their portfolio | 34.1k $789.0k | — |
| Stokes Family Office, LLC 0.11% of their portfolio | 34.0k $785.0k | — |
| Cetera Advisors LLC 0.02% of their portfolio | 32.8k $758.0k | — |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 31.9k $737.0k | — |