Who Owns 2030 ISHARES IBONDS ETF (IBDV)? -- Institutional Holders (2026-06-30)

362 institutions reported holding $2.46B of 2030 ISHARES IBONDS ETF (IBDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($209.6M), Aptus Capital Advisors, LLC ($134.1M), MERCER GLOBAL ADVISORS INC /ADV ($132.6M), MORGAN STANLEY ($97.5M), RAYMOND JAMES FINANCIAL INC ($95.4M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	BANK OF AMERICA CORP /DE/	$209.6M	9.6M	Added
2	Aptus Capital Advisors, LLC	$134.1M	6.2M	Added
3	MERCER GLOBAL ADVISORS INC /ADV	$132.6M	6.1M	Added
4	MORGAN STANLEY	$97.5M	4.5M	Trimmed
5	RAYMOND JAMES FINANCIAL INC	$95.4M	4.4M	Added
6	Capital Investment Advisors, LLC	$93.0M	4.3M	Added
7	CAPITAL ADVISORS INC/OK	$70.9M	3.3M	Added
8	UBS Group AG	$66.0M	3.0M	Added
9	WELLS FARGO & COMPANY/MN	$65.8M	3.0M	Added
10	HM PAYSON & CO	$59.4M	2.7M	Added
11	HighTower Advisors, LLC	$54.7M	2.5M	Added
12	Royal Bank of Canada	$54.6M	2.5M	Trimmed
13	Sound View Wealth Advisors Group, LLC	$41.0M	1.9M	Added
14	Klingman & Associates, LLC	$37.4M	1.7M	Added
15	SIGMA INVESTMENT COUNSELORS INC	$36.2M	1.7M	Added
16	Gratus Wealth Advisors, LLC	$35.8M	1.6M	Added
17	Lido Advisors, LLC	$34.9M	1.6M	Trimmed
18	Summit Financial, LLC	$33.6M	1.5M	Trimmed
19	LPL Financial LLC	$32.6M	1.5M	Added
20	Kathmere Capital Management, LLC	$29.4M	1.3M	Trimmed
21	RVW Wealth, LLC	$28.5M	1.3M	Added
22	Venture Visionary Partners LLC	$27.8M	1.3M	Added
23	NewEdge Advisors, LLC	$26.6M	1.2M	Added
24	WOODMONT INVESTMENT COUNSEL LLC	$26.3M	1.2M	Added
25	US BANCORP \DE\	$26.1M	1.2M	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30