Who owns IBDZ?
iShares iBonds Dec 2034 Term Corporate ETF · iShares
127 institutions reported holding IBDZ, worth $693.4M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IBDZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Capital Investment Advisors, LLC | Atlanta, GA | $70.6M | 2,711,023 | +219,304 shares |
| Aptus Capital Advisors, LLC | Fairhope, AL | $61.3M | 2,351,615 | +976,615 shares |
| Sarver Vrooman Wealth Advisors | Kansas City, MO | $43.6M | 1,681,034 | +26,060 shares |
| Morgan Stanley | New York, NY | $39.5M | 1,514,889 | +17,224 shares |
| Bank of America Corp. | Charlotte, NC | $35.4M | 1,360,791 | +147,212 shares |
| Sigma Investment Counselors Inc. | Northville, MI | $34.0M | 1,304,097 | +222,112 shares |
| Summitry LLC | Foster City, CA | $33.6M | 1,290,108 | +24,098 shares |
| Summit Financial, LLC | Parsippany, NJ | $27.5M | 1,054,715 | −700,652 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $19.4M | 745,780 | +44,315 shares |
| MV Capital Management, Inc. | Bethesda, MD | $19.1M | 732,336 | +1,468 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 IBDZ?
127 institutional managers reported holding IBDZ in Form 13F filings for June 30, 2026, worth $693.4M in total. The largest reported position was held by Capital Investment Advisors, LLC, at $70.6M.
Did institutions buy or sell IBDZ last quarter?
Reported 13F value rose 8.2% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 7 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 IBDZ 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.