Who Owns 2027 ISHARES IBONDS ETF (IBDS)? -- Institutional Holders (2026-06-30)

472 institutions reported holding $2.79B of 2027 ISHARES IBONDS ETF (IBDS) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($234.7M), MERCER GLOBAL ADVISORS INC /ADV ($134.8M), MORGAN STANLEY ($110.7M), Lido Advisors, LLC ($105.8M), UBS Group AG ($102.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1BANK OF AMERICA CORP /DE/$234.7M9.7MAdded
2MERCER GLOBAL ADVISORS INC /ADV$134.8M5.6MAdded
3MORGAN STANLEY$110.7M4.6MAdded
4Lido Advisors, LLC$105.8M0Trimmed
5UBS Group AG$102.2M4.2MTrimmed
6HM PAYSON & CO$100.6M4.2MAdded
7RAYMOND JAMES FINANCIAL INC$91.0M3.8MAdded
8LPL Financial LLC$88.5M3.7MAdded
9Sound View Wealth Advisors Group, LLC$52.1M2.2MAdded
10Capital Investment Advisors, LLC$46.5M1.9MAdded
11AMERIPRISE FINANCIAL INC$46.2M1.9MAdded
12Royal Bank of Canada$40.1M1.7MTrimmed
13COMMONWEALTH EQUITY SERVICES, LLC$36.8M1.5MAdded
14CAPTRUST FINANCIAL ADVISORS$36.6M1.5MAdded
15Gratus Wealth Advisors, LLC$36.4M1.5MAdded
16Kathmere Capital Management, LLC$35.5M1.5MAdded
17WELLS FARGO & COMPANY/MN$35.3M1.5MTrimmed
18HOWLAND CAPITAL MANAGEMENT LLC$32.4M1.3MAdded
19SIGMA INVESTMENT COUNSELORS INC$32.2M1.3MAdded
20RVW Wealth, LLC$30.8M1.3MAdded
21TRUIST FINANCIAL CORP$28.6M1.2MAdded
22Kestra Advisory Services, LLC$28.2M1.2MAdded
23WOODMONT INVESTMENT COUNSEL LLC$25.7M1.1MTrimmed
24STIFEL FINANCIAL CORP$25.5M1.1MAdded
25Wick Capital Partners, LLC$24.7M1.0MAdded

Source: SEC Form 13F filings · as of 2026-06-30