Who Owns iShares iBonds Dec 2031 Term Corp ETF (IBDW)? -- Institutional Holders (2026-03-31)
301 institutions reported holding $1.81B of iShares iBonds Dec 2031 Term Corp ETF (IBDW) in SEC 13F filings for 2026-03-31. Largest institutional holders: Aptus Capital Advisors, LLC ($154.7M), BANK OF AMERICA CORP /DE/ ($108.1M), MORGAN STANLEY ($105.9M), Capital Investment Advisors, LLC ($80.4M), RAYMOND JAMES FINANCIAL INC ($74.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $154.7M | 7.4M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $108.1M | 5.2M | Added |
| 3 | MORGAN STANLEY | $105.9M | 5.1M | Added |
| 4 | Capital Investment Advisors, LLC | $80.4M | 3.8M | Added |
| 5 | RAYMOND JAMES FINANCIAL INC | $74.6M | 3.6M | Added |
| 6 | CAPITAL ADVISORS INC/OK | $69.4M | 3.3M | Added |
| 7 | Venture Visionary Partners LLC | $59.7M | 2.9M | Added |
| 8 | Sarver Vrooman Wealth Advisors | $45.9M | 2.2M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $43.5M | 2.1M | Trimmed |
| 10 | Royal Bank of Canada | $43.1M | 2.1M | Added |
| 11 | Summit Financial, LLC | $39.8M | 1.9M | Added |
| 12 | UBS Group AG | $39.7M | 1.9M | Added |
| 13 | SIGMA INVESTMENT COUNSELORS INC | $38.0M | 1.8M | Added |
| 14 | HighTower Advisors, LLC | $37.1M | 1.8M | Added |
| 15 | Advisors Capital Management, LLC | $36.6M | 1.7M | Added |
| 16 | Klingman & Associates, LLC | $35.6M | 1.7M | Added |
| 17 | AMERIPRISE FINANCIAL INC | $33.7M | 1.6M | Trimmed |
| 18 | SUMMITRY LLC | $33.6M | 1.6M | Added |
| 19 | Sound View Wealth Advisors Group, LLC | $24.8M | 1.2M | Added |
| 20 | WOODMONT INVESTMENT COUNSEL LLC | $19.6M | 936,335 | Added |
| 21 | MV CAPITAL MANAGEMENT, INC. | $19.1M | 912,123 | Added |
| 22 | MERCER GLOBAL ADVISORS INC /ADV | $19.0M | 909,529 | Trimmed |
| 23 | US BANCORP \DE\ | $18.7M | 891,295 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $16.1M | 769,745 | Trimmed |
| 25 | EP Wealth Advisors, LLC | $15.3M | 731,129 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31