Who owns iShares iBonds Dec 2026 Term Corporate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBDR from SEC Form 13F filings across 453 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 453 institutions disclosed 101.1M shares of iShares iBonds Dec 2026 Term Corporate ETF worth $2.45B — about 69.7% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
453
13F holders
$2.45B
value, 2026 filers
69.7%
of shares outstanding (101.1M sh)
41
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBDR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9.8M | $238.2M | 0.0% | 6.8% | +0.5% |
| 2 | Lido Advisors, LLC | 4.4M | $106.2M | 0.3% | 3% | -6.2% |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 4.3M | $104.5M | 0.1% | 3% | +0.9% |
| 4 | HM PAYSON & CO | 4.2M | $101.4M | 1.3% | 2.9% | -0.1% |
| 5 | LPL Financial LLC | 3.9M | $94.0M | 0.0% | 2.7% | -4.1% |
| 6 | MORGAN STANLEY | 3.6M | $86.6M | 0.0% | 2.5% | -4.6% |
| 7 | RAYMOND JAMES FINANCIAL INC | 2.5M | $60.2M | 0.0% | 1.7% | -6.8% |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 1.6M | $39.9M | 0.1% | 1.1% | -2.1% |
| 9 | Gratus Wealth Advisors, LLC | 1.5M | $37.0M | 4.7% | 1.1% | +2.1% |
| 10 | Kathmere Capital Management, LLC | 1.5M | $36.4M | 1.9% | 1% | +7.9% |
| 11 | HOWLAND CAPITAL MANAGEMENT LLC | 1.5M | $36.2M | 1.3% | 1% | +12.6% |
| 12 | Sound View Wealth Advisors Group, LLC | 1.5M | $35.7M | 2.2% | 1% | -25.7% |
| 13 | CAPTRUST FINANCIAL ADVISORS | 1.4M | $34.3M | 0.1% | 1% | -8.3% |
| 14 | ROYAL BANK OF CANADA | 1.3M | $31.6M | 0.0% | 0.9% | -10.4% |
| 15 | HighTower Advisors, LLC | 1.3M | $30.9M | 0.0% | 0.9% | -2.9% |
| 16 | Stratos Wealth Partners, LTD. | 1.2M | $28.5M | 0.3% | 0.8% | +5.6% |
| 17 | RVW Wealth, LLC | 1.2M | $28.2M | 1.9% | 0.8% | +2.2% |
| 18 | Kestra Advisory Services, LLC | 1.2M | $28.2M | 0.1% | 0.8% | +12.6% |
| 19 | SIGMA INVESTMENT COUNSELORS INC | 1.1M | $27.8M | 1.4% | 0.8% | -0.9% |
| 20 | NewEdge Advisors, LLCNEW | 1.1M | $27.5M | 0.1% | 0.8% | new |
| 21 | Focus Partners Wealth | 1.1M | $26.5M | 0.0% | 0.8% | -11.2% |
| 22 | COWA, LLC | 1.1M | $26.4M | 6.6% | 0.8% | +7.3% |
| 23 | AMERIPRISE FINANCIAL INC | 1.1M | $25.9M | 0.0% | 0.7% | -26.2% |
| 24 | Mariner, LLC | 1.0M | $24.4M | 0.0% | 0.7% | -0.4% |
| 25 | IFS Advisors, LLC | 973,964 | $23.6M | 11.3% | 0.7% | +0.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.