ISHARES TR

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IBDR·46435GAA0·US·etf·Unknown - Unknown

IBONDS DEC2026

IBDR (ISHARES TR) is held by 76 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($237.2M), Lido Advisors, LLC ($113.3M), MERCER GLOBAL ADVISORS INC /ADV ($103.6M). Net institutional sentiment: Mixed.

76

Holders

Avg rating(15 Elite)

$1.3B

Total Value

55% (79)

Fund Consensus

40 buying - 33 selling

Smart Money Verdict

View all

50Mixed MomentumSingle Source

Institutional (13F)50

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IBDR's score breaks down across 4 SEC sources

Holder Quality

15

★★★★★

Elite

30

★★★★

Strong

24

★★★

Solid

9

★★

Below

1

★

Weak

Held by 76 funds

15 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (76)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	9.8M(+0.2%)	$237.2M	0.0%	+4.87%	31
Lido Advisors, LLC	Increased	4.7M(+30.6%)	$113.3M	0.3%	+4.37%	45
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	4.3M(+3.3%)	$103.6M	0.2%	+7.25%	37
LPL Financial LLC	Decreased	4M(-0.1%)	$98M	0.0%	+6.23%	0
MORGAN STANLEY	Decreased	3.8M(-3.3%)	$90.9M	0.0%	+7.73%	0
RAYMOND JAMES FINANCIAL INC	Decreased	2.7M(-17.7%)	$64.6M	0.0%	+4.06%	0
COMMONWEALTH EQUITY SERVICES, LLC	Increased	1.7M(+19.6%)	$40.8M	0.1%	+6.20%	34
CAPTRUST FINANCIAL ADVISORS	Decreased	1.5M(-47.1%)	$37.4M	0.1%	+3.34%	0
ROYAL BANK OF CANADA	Decreased	1.5M(-2.0%)	$35.3M	0.0%	+5.03%	0
AMERIPRISE FINANCIAL INC	Decreased	1.4M(-2.7%)	$35M	0.0%	+10.66%	0
HighTower Advisors, LLC	Decreased	1.3M(-5.9%)	$31.9M	0.0%	+10.01%	0
FWFocus Partners Wealth	Decreased	1.2M(-5.2%)	$29.9M	0.0%	+4.30%	0
Kestra Advisory Services, LLC	Increased	1M(+21.3%)	$25M	0.1%	+6.84%	34
WELLS FARGO & COMPANY/MN	Decreased	1M(-15.8%)	$24.8M	0.0%	+10.90%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	1M(-5.5%)	$24.7M	0.0%	+7.49%	0
Mariner, LLC	Increased	1M(+3.0%)	$24.5M	0.0%	+2.06%	29
TRUIST FINANCIAL CORP	Increased	866,738(+4.3%)	$21M	0.0%	+12.09%	30
BENJAMIN EDWARDS INC	Increased	809,589(+7.5%)	$19.6M	0.2%	+5.54%	37
US BANCORP \DE\	Decreased	753,280(-2.7%)	$18.3M	0.0%	+9.68%	0
Sanctuary Advisors, LLC	Increased	656,994(+2.7%)	$15.9M	0.1%	+5.16%	29

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer