Who owns IBDR?
iShares iBonds Dec 2026 Term Corporate ETF · iShares
423 institutions reported holding IBDR, worth $2.2B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBDR
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $238.2M | 9,829,831 | +44,360 shares |
| Mercer Global Advisors Inc. | Denver, CO | $104.5M | 4,313,634 | +40,576 shares |
| HM Payson & Co | Portland, ME | $101.4M | 4,186,318 | −4,193 shares |
| LPL Financial LLC | Fort Mill, SC | $94.0M | 3,879,923 | −165,044 shares |
| Morgan Stanley | New York, NY | $86.6M | 3,576,118 | −174,100 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $60.2M | 2,484,975 | −181,732 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $39.9M | 1,648,333 | −35,730 shares |
| Gratus Wealth Advisors, LLC | Virginia Beach, VA | $37.0M | 1,527,912 | +31,407 shares |
| Kathmere Capital Management, LLC | Wayne, PA | $36.4M | 1,502,321 | +109,451 shares |
| Howland Capital Management LLC | Boston, MA | $36.2M | 1,496,018 | +167,978 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBDR?
423 institutional managers reported holding IBDR in Form 13F filings for June 30, 2026, worth $2.2B in total. The largest reported position was held by Bank of America Corp., at $238.2M.
Did institutions buy or sell IBDR last quarter?
Reported 13F value fell 4.8% from March 31, 2026, which includes price moves as well as buying and selling. 39 firms reported a new position and 43 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBDR ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.