Who owns IBDW?
iShares iBonds Dec 2031 Term Corporate ETF · iShares
291 institutions reported holding IBDW, worth $1.9B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBDW
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Fairhope, AL | $156.8M | 7,526,023 | +132,719 shares |
| Bank of America Corp. | Charlotte, NC | $114.0M | 5,468,188 | +301,401 shares |
| Morgan Stanley | New York, NY | $101.5M | 4,872,246 | −186,581 shares |
| Capital Investment Advisors, LLC | Atlanta, GA | $84.0M | 4,032,502 | +190,961 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $72.8M | 3,493,863 | −72,664 shares |
| Capital Advisors Inc. | Tulsa, OK | $70.2M | 3,366,208 | +49,458 shares |
| Venture Visionary Partners LLC | Sylvania, OH | $65.0M | 3,118,072 | +264,645 shares |
| HighTower Advisors, LLC | Chicago, IL | $63.6M | 3,053,931 | +1,280,302 shares |
| Wells Fargo & Company | San Francisco, CA | $48.6M | 2,330,862 | +250,549 shares |
| Sarver Vrooman Wealth Advisors | Kansas City, MO | $46.1M | 2,220,499 | +26,318 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IBDW?
291 institutional managers reported holding IBDW in Form 13F filings for June 30, 2026, worth $1.9B in total. The largest reported position was held by Aptus Capital Advisors, LLC, at $156.8M.
Did institutions buy or sell IBDW last quarter?
Reported 13F value rose 8.6% from March 31, 2026, which includes price moves as well as buying and selling. 30 firms reported a new position and 21 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IBDW ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.