# ISHARES TR IBONDS 27 ETF

ISHARES TR IBONDS 27 ETF is a security (CUSIP 46435UAA9) tracked across SEC portfolio filings. 454 institutional managers reported $2.7B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $79K via N-PORT as of 2026-03-31.

## Summary

- Issuer: ISHARES TR
- Class: IBONDS 27 ETF
- CUSIP: 46435UAA9
- Asset category: EC
- 13F holders: 454
- 13F value: $2.7B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $79K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 454 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $224.6M | 9,267,348 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $126.1M | 5,201,127 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $112.7M | 4,651,050 |
| MORGAN STANLEY | NEW YORK, NY | $106.7M | 4,400,005 |
| UBS Group AG | Zurich, V8 | $103.3M | 4,263,390 |
| HM PAYSON & CO | PORTLAND, ME | $100.6M | 4,152,438 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $83.3M | 3,437,609 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $81.8M | 3,375,777 |
| [Sound View Wealth Advisors Group, LLC](https://search.stillhousedata.com/firm/300927) | SAVANNAH, GA | $49.7M | 2,048,974 |
| [Capital Investment Advisors, LLC](https://search.stillhousedata.com/firm/158055) | ATLANTA, GA | $46.5M | 1,918,973 |
| Royal Bank of Canada | TORONTO, A6 | $41.5M | 1,710,353 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $39.5M | 1,627,920 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://search.stillhousedata.com/firm/8032) | WALTHAM, MA | $36.8M | 1,520,764 |
| [Gratus Wealth Advisors, LLC](https://search.stillhousedata.com/firm/328641) | VIRGINIA BEACH, VA | $36.4M | 1,501,436 |
| [Kathmere Capital Management, LLC](https://search.stillhousedata.com/firm/305118) | WAYNE, PA | $35.5M | 1,464,682 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Fundamentals First ETF](https://search.stillhousedata.com/fund/S000080449) | Mason Capital Fund Trust | $79K | 125.19% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46435UAA9.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.