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

486 institutions reported holding $2.44B of 2026 ISHARES IBONDS ETF (IBDR) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($238.2M), Lido Advisors, LLC ($106.2M), MERCER GLOBAL ADVISORS INC /ADV ($104.5M), HM PAYSON & CO ($101.4M), LPL Financial LLC ($94.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$238.2M	9.8M	Added
2	Lido Advisors, LLC	$106.2M	0	Trimmed
3	MERCER GLOBAL ADVISORS INC /ADV	$104.5M	4.3M	Added
4	HM PAYSON & CO	$101.4M	4.2M	Trimmed
5	LPL Financial LLC	$94.0M	3.9M	Trimmed
6	MORGAN STANLEY	$86.6M	3.6M	Trimmed
7	RAYMOND JAMES FINANCIAL INC	$60.2M	2.5M	Trimmed
8	COMMONWEALTH EQUITY SERVICES, LLC	$39.9M	1.6M	Trimmed
9	Gratus Wealth Advisors, LLC	$37.0M	1.5M	Added
10	Kathmere Capital Management, LLC	$36.4M	1.5M	Added
11	HOWLAND CAPITAL MANAGEMENT LLC	$36.2M	1.5M	Added
12	Sound View Wealth Advisors Group, LLC	$35.7M	1.5M	Trimmed
13	CAPTRUST FINANCIAL ADVISORS	$34.3M	1.4M	Trimmed
14	Royal Bank of Canada	$31.6M	1.3M	Trimmed
15	HighTower Advisors, LLC	$30.9M	0	Trimmed
16	Stratos Wealth Partners, LTD.	$28.5M	0	Added
17	RVW Wealth, LLC	$28.2M	1.2M	Added
18	Kestra Advisory Services, LLC	$28.2M	1.2M	Added
19	SIGMA INVESTMENT COUNSELORS INC	$27.8M	1.1M	Trimmed
20	NewEdge Advisors, LLC	$27.5M	1.1M	Added
21	Focus Partners Wealth	$26.5M	1.1M	Trimmed
22	COWA, LLC	$26.4M	0	Added
23	AMERIPRISE FINANCIAL INC	$25.9M	1.1M	Trimmed
24	Mariner, LLC	$24.4M	1.0M	Trimmed
25	IFS Advisors, LLC	$23.6M	973,964	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30