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.
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 | 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 | 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 | SAVANNAH, GA | $49.7M | 2,048,974 |
| Capital Investment Advisors, LLC | 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 | WALTHAM, MA | $36.8M | 1,520,764 |
| Gratus Wealth Advisors, LLC | VIRGINIA BEACH, VA | $36.4M | 1,501,436 |
| Kathmere Capital Management, LLC | WAYNE, PA | $35.5M | 1,464,682 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| Fundamentals First ETF | Mason Capital Fund Trust | $79K | 125.19% |