ISHARES TR

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IBDS·46435UAA9·US·etf·Unknown - Unknown

IBONDS 27 ETF

IBDS (ISHARES TR) is held by 65 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($224.6M), MERCER GLOBAL ADVISORS INC /ADV ($126.1M), Lido Advisors, LLC ($112.7M). Net institutional sentiment: Bullish.

65

Holders

Avg rating(14 Elite)

$1.4B

Total Value

79% (67)

Fund Consensus

48 buying - 13 selling

Smart Money Verdict

View all

67Positive Momentum (Unconfirmed)Single Source

Institutional (13F)67

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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

Holder Quality

14

★★★★★

Elite

27

★★★★

Strong

20

★★★

Solid

6

★★

Below

0

★

Weak

Held by 65 funds

14 elite

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

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

Positions (65)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	9.3M(+3.5%)	$224.6M	0.0%	+4.97%	32
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	5.2M(+0.5%)	$126.1M	0.2%	+5.91%	36
Lido Advisors, LLC	Increased	4.7M(+30.7%)	$112.7M	0.3%	+4.34%	45
MORGAN STANLEY	Increased	4.4M(+6.3%)	$106.7M	0.0%	+7.43%	32
UBS Group AG	Increased	4.3M(+9.3%)	$103.3M	0.0%	+0.81%	33
LPL Financial LLC	Increased	3.4M(+5.8%)	$83.3M	0.0%	+6.36%	32
RAYMOND JAMES FINANCIAL INC	Increased	3.4M(+0.8%)	$81.8M	0.0%	+4.89%	30
AMERIPRISE FINANCIAL INC	Increased	1.8M(+5.8%)	$44M	0.0%	+8.69%	31
HighTower Advisors, LLC	Increased	1.8M(+0.9%)	$44M	0.0%	+8.41%	29
ROYAL BANK OF CANADA	Increased	1.7M(+4.5%)	$41.5M	0.0%	+4.81%	30
WELLS FARGO & COMPANY/MN	Decreased	1.6M(-17.2%)	$39.5M	0.0%	+10.96%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	1.5M(-3.5%)	$36M	0.1%	+8.14%	0
CAPTRUST FINANCIAL ADVISORS	Increased	1.5M(+7.0%)	$35.3M	0.1%	+3.54%	31
TRUIST FINANCIAL CORP	Increased	1.2M(+1.5%)	$27.9M	0.0%	+13.95%	29
STIFEL FINANCIAL CORP	Decreased	1M(-8.6%)	$24.7M	0.0%	+9.08%	0
Kestra Advisory Services, LLC	Increased	1M(+25.2%)	$24.3M	0.1%	+5.96%	35
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	986,619(+6.7%)	$23.9M	0.0%	+3.05%	31
BENJAMIN EDWARDS INC	Increased	787,989(+7.9%)	$19.1M	0.2%	+4.61%	37
FWFocus Partners Wealth	Increased	756,131(+3.3%)	$18.3M	0.0%	+1.06%	29
US BANCORP \DE\	Increased	701,448(+4.8%)	$17M	0.0%	+8.96%	30

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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