Ishares Trust Ibonds Dec 2026 Term Treasury Etf · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | 1.72% | 1.95% | #13 | $129.5M | 5.7M | $135.4M | 5.9M | -250,869-4.25% | Reduce | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #242 | $98.5M | 4.3M | $95.2M | 4.2M | +150,498+3.62% | Add | |
| MORGAN STANLEY | <0.01% | 0.01% | #255 | $91.4M | 4.0M | $89.4M | 3.9M | +95,759+2.46% | Add | |
| NorthCoast Asset Management LLC | 1.75% | 2.42% | #12 | $79.2M | 3.5M | $104.2M | 4.5M | -1.1M-23.95% | Reduce | |
| Integrated Wealth Concepts LLC | 0.32% | 0.29% | #53 | $64.7M | 2.8M | $36.6M | 1.6M | +1.2M+77.11% | Add | |
| NewEdge Advisors, LLC | 0.18% | 0.16% | #87 | $61.8M | 2.7M | $44.2M | 1.9M | +769,379+39.89% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #204 | $57.3M | 2.5M | $54.9M | 2.4M | +109,145+4.56% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.07% | 0.09% | #131 | $55.8M | 2.4M | $57.8M | 2.5M | -86,411-3.42% | Reduce | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #225 | $54.8M | 2.4M | $54.2M | 2.4M | +29,962+1.27% | Add | |
| Capital Investment Advisors, LLC | 0.7% | 0.83% | #28 | $53.5M | 2.3M | $56.9M | 2.5M | -147,388-5.93% | Reduce | |
| Connecticut Wealth Management, LLC | 1.63% | 1.73% | #14 | $44.1M | 1.9M | $41.2M | 1.8M | +125,130+6.95% | Add | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 0.24% | 0.26% | #69 | $43.7M | 1.9M | $42.6M | 1.9M | +48,701+2.62% | Add | |
| Financial Advisory Corp | 4.83% | 5.1% | #5 | $36.4M | 1.6M | $36.7M | 1.6M | -11,402-0.71% | Reduce | |
| SUMMITRY LLC | 1.17% | 1.24% | #19 | $35.6M | 1.6M | $35.1M | 1.5M | +25,135+1.64% | Add | |
| Arax Advisory Partners | 0.23% | — | #74 | $35.2M | 1.5M | $0 | 0 | +1.5M | New Buy | |
| UBS Group AG | <0.01% | 0.01% | #259 | $33.8M | 1.5M | $36.8M | 1.6M | -129,565-8.06% | Reduce | |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% | 0.01% | #233 | $32.3M | 1.4M | $31.3M | 1.4M | +46,196+3.38% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #226 | $31.7M | 1.4M | $38.7M | 1.7M | -304,217-18.00% | Reduce | |
| Wealthspire Advisors, LLC | 0.16% | 0.18% | #96 | $29.2M | 1.3M | $23.5M | 1.0M | +249,898+24.40% | Add | |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 0.31% | 0.38% | #56 | $23.4M | 1.0M | $26.1M | 1.1M | -119,758-10.50% | Reduce | |
| Krilogy Financial LLC | 0.67% | 0.68% | #32 | $22.7M | 993,197 | $21.0M | 920,103 | +73,094+7.94% | Add | |
| OneAscent Financial Services LLC | 1% | 1.12% | #23 | $20.9M | 911,609 | $20.8M | 906,070 | +5,539+0.61% | Add | |
| Horizon Advisory Services, Inc. | 8.64% | 10.3% | #2 | $20.5M | 897,318 | $20.1M | 878,276 | +19,042+2.17% | Add | |
| MKT Advisors LLC | 5.75% | 5.96% | #3 | $18.5M | 809,577 | $17.8M | 777,651 | +31,926+4.11% | Add | |
| Carnegie Investment Counsel | 0.36% | 0.38% | #47 | $17.7M | 775,246 | $19.3M | 842,147 | -66,901-7.94% | Reduce | |
| Apella Capital, LLC | 0.24% | 0.26% | #71 | $16.9M | 738,612 | $17.8M | 776,694 | -38,082-4.90% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #224 | $16.7M | 730,648 | $15.4M | 671,388 | +59,260+8.83% | Add | |
| OSAIC HOLDINGS, INC. | 0.02% | 0.03% | #189 | $16.3M | 711,891 | $17.6M | 767,846 | -55,955-7.29% | Reduce | |
| Stratos Wealth Partners, LTD. | 0.16% | 0.18% | #95 | $16.1M | 702,959 | $15.9M | 694,323 | +8,636+1.24% | Add | |
| MV CAPITAL MANAGEMENT, INC. | 1.6% | 1.56% | #16 | $15.9M | 695,613 | $15.9M | 695,613 | 00.00% | Unchanged | |
| Denver PWM, LLC | 5.17% | 5.26% | #4 | $15.8M | 692,276 | $15.3M | 668,784 | +23,492+3.51% | Add | |
| CreativeOne Wealth, LLC | 0.31% | 0.25% | #54 | $14.5M | 635,300 | $10.9M | 476,200 | +159,100+33.41% | Add | |
| Scissortail Wealth Management, LLC | 2.76% | 2.82% | #8 | $14.4M | 626,984 | $14.0M | 613,073 | +13,911+2.27% | Add | |
| Delta Wealth Advisors LLC | 9.54% | 10.74% | #1 | $13.4M | 583,557 | $14.1M | 615,926 | -32,369-5.26% | Reduce | |
| Baird Financial Group, Inc. | 0.02% | 0.02% | #192 | $12.8M | 559,719 | $12.1M | 529,198 | +30,521+5.77% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #296 | $11.7M | 512,575 | $12,695 | 554 | +512,021+92,422.56% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #285 | $11.7M | 511,804 | $11.3M | 492,933 | +18,871+3.83% | Add | |
| Global Retirement Partners, LLC | 0.18% | — | #90 | $11.6M | 506,882 | $0 | 0 | +506,882 | New Buy | |
| Wealth Management Strategies, Inc. | 4.43% | 5.35% | #6 | $11.3M | 495,686 | $11.8M | 515,825 | -20,139-3.90% | Reduce | |
| MONEY CONCEPTS CAPITAL CORP | 0.52% | 0.09% | #42 | $11.3M | 493,201 | $1.7M | 73,460 | +419,741+571.39% | Add | |
| Baltimore-Washington Financial Advisors, Inc. | 0.42% | 0.48% | #44 | $11.2M | 489,313 | $11.1M | 485,330 | +3,983+0.82% | Add | |
| Sanctuary Advisors, LLC | 0.05% | 0.05% | #143 | $11.1M | 485,021 | $9.8M | 427,655 | +57,366+13.41% | Add | |
| Asset Advisors Investment Management, LLC | 1.01% | 1.06% | #22 | $11.0M | 480,912 | $11.1M | 484,205 | -3,293-0.68% | Reduce | |
| Stratos Wealth Advisors, LLC | 0.58% | 0.85% | #38 | $10.7M | 465,346 | $13.8M | 601,818 | -136,472-22.68% | Reduce | |
| Beacon Pointe Advisors, LLC | 0.05% | <0.01% | #147 | $10.4M | 456,059 | $725,925 | 31,679 | +424,380+1,339.63% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #228 | $9.8M | 430,268 | $10.4M | 454,690 | -24,422-5.37% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.02% | #207 | $9.6M | 420,723 | $10.8M | 473,377 | -52,654-11.12% | Reduce | |
| Asset Dedication, LLC | 0.58% | 0.56% | #40 | $9.2M | 401,238 | $7.9M | 346,921 | +54,317+15.66% | Add | |
| BIP Wealth, LLC | 0.26% | 0.49% | #63 | $9.1M | 398,667 | $12.1M | 530,035 | -131,368-24.78% | Reduce | |
| Midwest Professional Planners, LTD. | 1.77% | 1.97% | #11 | $9.0M | 393,713 | $8.4M | 364,820 | +28,893+7.92% | Add |