iShares Ibonds Dec 2031IBDWETF
13F holders, Q2 2026 (June 30)291holders +2
25new positions
18sold out
$20.84avg. 13F price*
At the end of Q2 2026, 291 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 2 from Q1 2026. 25 opened new positions and 18 sold out. The largest holders were Aptus Capital Advisors, LLC ($156.8M), Bank of America Corp. ($114.0M) and Morgan Stanley ($101.5M).
- Company
- iShares Ibonds Dec 2031 Corp.
- CUSIP
- 46436E486
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $20.9M |
| Exits | 18 | $12.4M |
All 13F filers, Q1 2026 → Q2 2026: 9,592,143 shares bought and 2,785,250 shares sold, net +6,806,893 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 291 holders
| Aptus Capital Advisors, LLC | 1.15% | Add +1.8% | 7,526,023 | $156.8M |
| Bank of America Corp. | 0.01% | Add +5.8% | 5,468,188 | $114.0M |
| Morgan Stanley | 0.01% | Reduce -3.7% | 4,872,246 | $101.5M |
| Capital Investment Advisors, LLC | 1.11% | Add +5.0% | 4,032,502 | $84.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -2.0% | 3,493,863 | $72.8M |
| Capital Advisors Inc. | 1.03% | Add +1.5% | 3,366,208 | $70.2M |
| Venture Visionary Partners LLC | 1.81% | Add +9.3% | 3,118,072 | $65.0M |
| HighTower Advisors, LLC | 0.06% | Add +72.2% | 3,053,931 | $63.6M |
| Wells Fargo & Company | 0.01% | Add +12.0% | 2,330,862 | $48.6M |
| Sarver Vrooman Wealth Advisors | 27.48% | Add +1.2% | 2,220,499 | $46.1M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 2,056,315 | $42.9M |
| UBS Group AG | 0.01% | Add +4.2% | 1,974,964 | $41.2M |
| Sigma Investment Counselors Inc. | 1.93% | Add +4.6% | 1,899,841 | $39.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +107.9% | 1,890,508 | $39.4M |
| Advisors Capital Management, LLC | 0.42% | Add +6.3% | 1,859,275 | $38.7M |
| Klingman & Associates, LLC | 1.57% | Add +3.9% | 1,766,564 | $36.8M |
| Summitry LLC | 1.14% | Add +3.4% | 1,659,714 | $34.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.4% | 1,536,466 | $32.0M |
| Summit Financial, LLC | 0.32% | Reduce -26.3% | 1,399,981 | $29.2M |
| Sound View Wealth Advisors Group, LLC | 1.71% | Add +11.9% | 1,323,935 | $27.6M |
| NewEdge Advisors, LLC | 0.08% | Add +3.4% | 1,210,400 | $25.2M |
| Woodmont Investment Counsel LLC | 1.28% | Add +20.5% | 1,127,880 | $23.5M |
| MV Capital Management, Inc. | 1.70% | Add +0.8% | 919,403 | $19.2M |
| US Bancorp \de | 0.02% | Add +0.1% | 892,375 | $18.6M |
| EP Wealth Advisors, LLC | 0.07% | Add +18.7% | 868,068 | $18.1M |
| BlackRock, Inc. | 0.00% | Add +1313343.6% | 814,335 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +4.3% | 802,813 | $16.7M |
| Arrow Financial Corp | 1.39% | Add +2.7% | 741,952 | $15.5M |
| LPL Financial LLC | 0.00% | Add +11.6% | 724,949 | $15.1M |
| Howland Capital Management LLC | 0.51% | Add +31.5% | 684,857 | $14.3M |
| Ironwood Financial, llc | 2.13% | Add +16.0% | 660,559 | $13.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.8% | 643,295 | $13.4M |
| Envision Financial Planning, LLC | 4.35% | Add +0.3% | 641,798 | $13.4M |
| Lido Advisors, LLC | 0.05% | Reduce -13.4% | 603,204 | $12.6M |
| Mariner, LLC | 0.01% | Reduce -10.2% | 583,372 | $12.2M |
| PFG Private Wealth Management, LLC | 5.23% | Reduce -8.0% | 578,995 | $12.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +20.8% | 578,338 | $12.1M |
| Probity Advisors, Inc. | 1.71% | Add +9.3% | 573,243 | $11.9M |
| Jane Street Group, LLC | 0.01% | Add +136.9% | 532,424 | $11.1M |
| First National Trust Co | 0.37% | Add +15.6% | 520,124 | $10.8M |
| Truist Financial Corp. | 0.01% | Add +20.2% | 508,581 | $10.6M |
| Parkway Wealth Management Group, LLC | 1.17% | Add +0.8% | 486,711 | $10.1M |
| Kestra Advisory Services, LLC | 0.03% | Add +14.6% | 475,124 | $9.9M |
| Atlantic Union Bankshares Corp | 0.16% | Add +8.5% | 463,988 | $9.7M |
| Cornerstone Planning, LLC | 2.21% | Add +2.6% | 458,296 | $9.6M |
| Windsor Capital Management, LLC | 2.35% | Add +1093.0% | 433,744 | $9.0M |
| Cowa, LLC | 2.44% | Add +6.0% | 433,167 | $9.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +6.0% | 431,279 | $9.0M |
| Guidance Point Advisors, LLC | 1.94% | Add +2.1% | 431,138 | $9.0M |
| Glenview Trust Co | 0.12% | Add +9.4% | 430,124 | $9.0M |
| Hills Bank & Trust Co | 0.36% | Add +526.1% | 405,071 | $8.4M |
| Spreng Capital Management, Inc. | 2.97% | Add +2.7% | 391,643 | $8.2M |
| Snowden Capital Advisors LLC | 0.19% | Add +1.7% | 386,984 | $8.1M |
| Lyell Wealth Management, LP | 0.47% | Add +5.8% | 369,802 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.0% | 355,795 | $7.4M |
| Peloton Wealth Strategists | 2.74% | Add +11.8% | 343,750 | $7.2M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 316,874 | $6.6M |
| Parallel Advisors, LLC | 0.10% | Add +7.5% | 313,991 | $6.5M |
| Praetorian Wealth Management, Inc. | 1.10% | Add +3.5% | 306,517 | $6.4M |
| 4Thought Financial Group Inc. | 2.95% | Add +23.3% | 301,622 | $6.3M |
| Cheviot Value Management, LLC | 0.63% | Reduce -0.7% | 298,110 | $6.2M |
| Hancock Whitney Corp. | 0.10% | Add +1.4% | 295,165 | $6.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.31% | Add +11.2% | 277,060 | $5.8M |
| Beaumont Asset Management, L.L.C. | 2.24% | Add +7.6% | 276,416 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Add +2.1% | 268,177 | $5.6M |
| Krilogy Financial LLC | 0.17% | Reduce -0.5% | 267,705 | $5.6M |
| Adirondack Trust Co. | 1.61% | Add +6.1% | 259,253 | $5.4M |
| Virginia Wealth Management Group, Inc. | 2.67% | Add +26.2% | 242,115 | $5.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +22.6% | 235,560 | $4.9M |
| CENTRAL TRUST Co | 0.09% | Add +21.6% | 231,504 | $4.8M |
| Winthrop Partners - WNY, LLC | 2.29% | Add +4.5% | 222,319 | $4.6M |
| Chicago Partners Investment Group LLC | 0.09% | Add +1.2% | 210,919 | $4.3M |
| Wilkins Miller Wealth Management, LLC | 2.37% | Reduce -2.1% | 207,018 | $4.3M |
| Precedent Wealth Partners, LLC | 0.71% | Add +19.4% | 203,531 | $4.2M |
| Apollon Wealth Management, LLC | 0.05% | New | 201,721 | $4.2M |
| Benjamin Edwards Inc. | 0.04% | Reduce -11.9% | 193,491 | $4.0M |
| Cetera Investment Advisers | 0.00% | Add +16.8% | 192,734 | $4.0M |
| Houlihan Financial Resource Group, Ltd. | 1.38% | Add +11.6% | 186,267 | $3.9M |
| Clearstead Advisors, LLC | 0.04% | Reduce -0.2% | 185,948 | $3.9M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -13.3% | 185,102 | $3.9M |
| Rossmore Private Capital | 0.29% | Add +7.6% | 171,546 | $3.6M |
| Quantum Financial Advisors, LLC | 0.34% | Add +5.8% | 167,044 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +7.1% | 164,663 | $3.4M |
| Neuberger Berman Group LLC | 0.00% | No change | 163,040 | $3.4M |
| MCF Advisors LLC | 0.12% | Add +1.1% | 155,130 | $3.2M |
| Members Wealth LLC | 1.72% | Add +8.7% | 150,935 | $3.1M |
| Valmark Advisers, Inc. | 0.03% | Add +30.6% | 140,059 | $2.9M |
| Segment Wealth Management, LLC | 0.15% | Add +8.6% | 139,435 | $2.9M |
| IFP Advisors, Inc | 0.05% | Reduce -1.9% | 137,046 | $2.9M |
| Fulton Breakefield Broenniman LLC | 0.17% | Add +10.8% | 134,439 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +39.2% | 132,320 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.2% | 129,141 | $2.7M |
| Marathon Mission, Inc. | 1.31% | Reduce -3.5% | 126,006 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +12.2% | 125,871 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +18.6% | 124,636 | $2.6M |
| Kintra Wealth, LLC | 0.14% | Reduce -1.0% | 125,217 | $2.6M |
| Modern Wealth Management, LLC | 0.03% | New | 122,246 | $2.5M |
| Wealthstar Advisors, LLC | 1.23% | Add +0.1% | 118,934 | $2.5M |
| Commonwealth Financial Services, LLC | 0.33% | Reduce -74.3% | 118,177 | $2.5M |
| Stonebrook Private Inc. | 0.45% | Add +1.5% | 117,475 | $2.4M |
"% of holder's portfolio" is IBDW's weight in each manager's 13F, not the share of iShares Ibonds Dec 2031 Corp. the manager owns.