Who Owns IBDW - ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW)? -- Institutional Holders (2026-06-30)

312 institutions reported holding $1.95B of IBDW - ISHARES IBONDS DEC 2031 TERM CORPORATE ETF (IBDW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($156.8M), BANK OF AMERICA CORP /DE/ ($114.0M), MORGAN STANLEY ($101.5M), Capital Investment Advisors, LLC ($84.0M), RAYMOND JAMES FINANCIAL INC ($72.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Aptus Capital Advisors, LLC	$156.8M	7.5M	Added
2	BANK OF AMERICA CORP /DE/	$114.0M	5.5M	Added
3	MORGAN STANLEY	$101.5M	4.9M	Trimmed
4	Capital Investment Advisors, LLC	$84.0M	4.0M	Added
5	RAYMOND JAMES FINANCIAL INC	$72.8M	3.5M	Trimmed
6	CAPITAL ADVISORS INC/OK	$70.2M	3.4M	Added
7	Venture Visionary Partners LLC	$65.0M	3.1M	Added
8	HighTower Advisors, LLC	$63.6M	3.1M	Added
9	WELLS FARGO & COMPANY/MN	$48.6M	2.3M	Added
10	Sarver Vrooman Wealth Advisors	$46.1M	2.2M	Added
11	Royal Bank of Canada	$42.9M	2.1M	Trimmed
12	UBS Group AG	$41.2M	2.0M	Added
13	SIGMA INVESTMENT COUNSELORS INC	$39.6M	1.9M	Added
14	MERCER GLOBAL ADVISORS INC /ADV	$39.4M	1.9M	Added
15	Advisors Capital Management, LLC	$38.7M	1.9M	Added
16	Klingman & Associates, LLC	$36.8M	1.8M	Added
17	SUMMITRY LLC	$34.6M	1.7M	Added
18	AMERIPRISE FINANCIAL INC	$32.0M	1.5M	Trimmed
19	Summit Financial, LLC	$29.2M	1.4M	Trimmed
20	Sound View Wealth Advisors Group, LLC	$27.6M	1.3M	Added
21	NewEdge Advisors, LLC	$25.2M	1.2M	Added
22	WOODMONT INVESTMENT COUNSEL LLC	$23.5M	1.1M	Added
23	MV CAPITAL MANAGEMENT, INC.	$19.2M	919,403	Added
24	US BANCORP \DE\	$18.6M	892,375	Added
25	EP Wealth Advisors, LLC	$18.1M	868,068	Added

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