Who Owns ISHARES IBONDS DEC 2033 CORP (IBDY)? -- Institutional Holders (2026-06-30)

182 institutions reported holding $805.0M of ISHARES IBONDS DEC 2033 CORP (IBDY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Advisors, LLC ($85.0M), MORGAN STANLEY ($60.2M), BANK OF AMERICA CORP /DE/ ($55.2M), CAPITAL ADVISORS INC/OK ($48.9M), SIGMA INVESTMENT COUNSELORS INC ($38.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Capital Investment Advisors, LLC	$85.0M	3.3M	Added
2	MORGAN STANLEY	$60.2M	2.3M	Added
3	BANK OF AMERICA CORP /DE/	$55.2M	2.1M	Added
4	CAPITAL ADVISORS INC/OK	$48.9M	1.9M	New
5	SIGMA INVESTMENT COUNSELORS INC	$38.1M	1.5M	Added
6	Summit Financial, LLC	$29.4M	1.1M	Trimmed
7	SUMMITRY LLC	$26.8M	1.0M	Added
8	MV CAPITAL MANAGEMENT, INC.	$24.3M	944,849	Added
9	US BANCORP \DE\	$22.2M	863,835	Added
10	HighTower Advisors, LLC	$19.0M	738,622	Added
11	RAYMOND JAMES FINANCIAL INC	$19.0M	738,413	Added
12	Envision Financial Planning, LLC	$19.0M	737,993	Trimmed
13	AMERIPRISE FINANCIAL INC	$18.5M	716,884	Added
14	WELLS FARGO & COMPANY/MN	$17.5M	679,809	Added
15	UBS Group AG	$15.9M	616,604	Added
16	Arrow Financial Corp	$15.7M	610,058	Added
17	Rockefeller Capital Management L.P.	$13.3M	516,077	Added
18	MB, LEVIS & ASSOCIATES, LLC	$12.8M	495,495	Added
19	Sound View Wealth Advisors Group, LLC	$12.6M	490,589	Added
20	COMMONWEALTH EQUITY SERVICES, LLC	$11.2M	434,894	Added
21	INSTRUMENTAL WEALTH, LLC	$10.8M	418,536	Added
22	Janney Montgomery Scott LLC	$10.7M	415,635	Added
23	LPL Financial LLC	$10.0M	388,876	Added
24	Royal Bank of Canada	$9.6M	372,485	Added
25	Kestra Advisory Services, LLC	$8.6M	335,084	Added

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