iShares Ibonds Dec 2031IBDWETF
13F holders, Q1 2026 (March 31)289holders +29
41new positions
13sold out
1famous investor
$20.93avg. 13F price*
At the end of Q1 2026, 289 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 29 from Q4 2025. 41 opened new positions and 13 sold out. The largest holders were Aptus Capital Advisors, LLC ($154.7M), Bank of America Corp. ($108.1M) and Morgan Stanley ($105.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2031 Corp.
- CUSIP
- 46436E486
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $47.3M |
| Exits | 13 | $7.7M |
All 13F filers, Q4 2025 → Q1 2026: 10,189,084 shares bought and 3,017,358 shares sold, net +7,171,726 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 289 holders
| Aptus Capital Advisors, LLC | 1.30% | Add +1.8% | 7,393,304 | $154.7M |
| Bank of America Corp. | 0.01% | Add +23.5% | 5,166,787 | $108.1M |
| Morgan Stanley | 0.01% | Add +8.2% | 5,058,827 | $105.9M |
| Capital Investment Advisors, LLC | 1.18% | Add +5.3% | 3,841,541 | $80.4M |
| Raymond James Financial Inc. | 0.02% | Add +40.4% | 3,566,527 | $74.6M |
| Capital Advisors Inc. | 1.12% | Add +7.3% | 3,316,750 | $69.4M |
| Venture Visionary Partners LLC | 1.99% | Add +8.1% | 2,853,427 | $59.7M |
| Sarver Vrooman Wealth Advisors | 28.29% | Add +0.4% | 2,194,181 | $45.9M |
| Wells Fargo & Company | 0.01% | Reduce -8.9% | 2,080,313 | $43.5M |
| Royal Bank of Canada | 0.01% | Add +5.6% | 2,058,364 | $43.1M |
| Summit Financial, LLC | 0.51% | Add +4.0% | 1,900,235 | $39.8M |
| UBS Group AG | 0.01% | Add +13.8% | 1,894,630 | $39.7M |
| Sigma Investment Counselors Inc. | 2.01% | Add +3.5% | 1,816,012 | $38.0M |
| HighTower Advisors, LLC | 0.04% | Add +46.4% | 1,773,629 | $37.1M |
| Advisors Capital Management, LLC | 0.43% | Add +5.1% | 1,749,262 | $36.6M |
| Klingman & Associates, LLC | 1.72% | Add +7.6% | 1,699,798 | $35.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -27.5% | 1,607,751 | $33.7M |
| Summitry LLC | 1.19% | Add +3.6% | 1,604,622 | $33.6M |
| Sound View Wealth Advisors Group, LLC | 1.68% | Add +5.7% | 1,182,844 | $24.8M |
| NewEdge Advisors, LLC | 0.09% | Reduce -2.1% | 1,170,337 | $24.5M |
| Woodmont Investment Counsel LLC | 1.21% | Add +15.0% | 936,335 | $19.6M |
| MV Capital Management, Inc. | 1.87% | Add +16.8% | 912,123 | $19.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -53.1% | 909,529 | $19.0M |
| US Bancorp \de | 0.02% | Add +5.0% | 891,295 | $18.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.8% | 769,745 | $16.1M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -2.0% | 731,129 | $15.3M |
| Arrow Financial Corp | 1.52% | Add +2.7% | 722,758 | $15.1M |
| Lido Advisors, LLC | 0.06% | Reduce -2.2% | 696,445 | $14.6M |
| Mb, Levis & Associates, LLC | 5.74% | Add +1.1% | 657,363 | $13.8M |
| LPL Financial LLC | 0.00% | Add +8.5% | 649,780 | $13.6M |
| Mariner, LLC | 0.02% | Add +7.2% | 649,578 | $13.6M |
| Envision Financial Planning, LLC | 4.84% | Add +4.6% | 639,767 | $13.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.7% | 632,154 | $13.2M |
| PFG Private Wealth Management, LLC | 5.59% | Add +5.0% | 629,507 | $13.2M |
| Ironwood Financial, llc | 2.08% | Add +4.4% | 569,411 | $11.9M |
| Probity Advisors, Inc. | 1.74% | Add +10.1% | 524,604 | $11.0M |
| Howland Capital Management LLC | 0.43% | Add +29.1% | 520,826 | $10.9M |
| Parkway Wealth Management Group, LLC | 1.28% | Add +10.3% | 482,931 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.3% | 478,622 | $10.0M |
| Commonwealth Financial Services, LLC | 1.52% | Add +7.8% | 460,273 | $9.6M |
| First National Trust Co | 0.32% | Add +39.8% | 450,146 | $9.4M |
| Cornerstone Planning, LLC | 2.11% | New | 446,549 | $9.4M |
| Atlantic Union Bankshares Corp | 0.17% | Add +10.4% | 427,594 | $8.9M |
| Truist Financial Corp. | 0.01% | Add +4.6% | 423,036 | $8.9M |
| Guidance Point Advisors, LLC | 2.15% | Add +3.5% | 422,142 | $8.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +28.5% | 414,526 | $8.7M |
| Cowa, LLC | 2.49% | Add +31.1% | 408,644 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +22.4% | 406,814 | $8.5M |
| Glenview Trust Co | 0.13% | Add +30.0% | 393,227 | $8.2M |
| Spreng Capital Management, Inc. | 3.76% | New | 381,199 | $8.0M |
| Snowden Capital Advisors LLC | 0.21% | Add +3.4% | 380,644 | $8.0M |
| Motley Fool Wealth Management, LLC | 0.86% | Reduce -24.5% | 364,416 | $7.6M |
| Moseley Investment Management Inc. | 2.37% | Add +7.1% | 355,021 | $7.4M |
| Lyell Wealth Management, LP | 0.54% | Add +5.2% | 349,577 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +60.6% | 348,743 | $7.3M |
| Peloton Wealth Strategists | 2.68% | Add +24.8% | 307,350 | $6.4M |
| Cheviot Value Management, LLC | 0.63% | Add +7.1% | 300,130 | $6.3M |
| Praetorian Wealth Management, Inc. | 1.18% | Add +10.1% | 296,244 | $6.2M |
| Parallel Advisors, LLC | 0.11% | Add +1.8% | 292,121 | $6.1M |
| Hancock Whitney Corp. | 0.11% | Add +6.0% | 291,173 | $6.1M |
| Krilogy Financial LLC | 0.18% | Add +1.9% | 269,070 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +17.9% | 262,635 | $5.5M |
| Beaumont Asset Management, L.L.C. | 2.42% | Add +27.1% | 256,851 | $5.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.36% | Add +5.2% | 249,171 | $5.2M |
| 4Thought Financial Group Inc. | 2.53% | Reduce -0.3% | 244,684 | $5.1M |
| Adirondack Trust Co. | 1.72% | Add +57.4% | 244,444 | $5.1M |
| Jane Street Group, LLC | 0.01% | New | 224,702 | $4.7M |
| Benjamin Edwards Inc. | 0.05% | Add +4.0% | 219,566 | $4.6M |
| OneDigital Investment Advisors LLC | 0.04% | Add +1.2% | 213,556 | $4.5M |
| Winthrop Partners - WNY, LLC | 2.37% | Add +4.7% | 212,776 | $4.5M |
| Wilkins Miller Wealth Management, LLC | 2.68% | Reduce -2.3% | 211,441 | $4.4M |
| Signature Wealth Management Group | 1.67% | Reduce -0.3% | 210,521 | $4.4M |
| Chicago Partners Investment Group LLC | 0.10% | Add +1647.5% | 208,444 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | New | 207,543 | $4.3M |
| Cwm, LLC | 0.01% | Add +13.5% | 193,091 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +25.5% | 192,103 | $4.0M |
| Virginia Wealth Management Group, Inc. | 2.15% | New | 191,815 | $4.0M |
| CENTRAL TRUST Co | 0.08% | Add +57.3% | 190,340 | $4.0M |
| Clearstead Advisors, LLC | 0.04% | Add +0.1% | 186,315 | $3.9M |
| Precedent Wealth Partners, LLC | 0.71% | Add +4.1% | 170,410 | $3.6M |
| Houlihan Financial Resource Group, Ltd. | 1.36% | Add +9.7% | 166,946 | $3.5M |
| Cetera Investment Advisers | 0.00% | Add +17.8% | 165,005 | $3.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.8% | 163,040 | $3.4M |
| Rossmore Private Capital | 0.29% | Add +6.9% | 159,376 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 158,223 | $3.3M |
| Quantum Financial Advisors, LLC | 0.37% | Add +36.6% | 157,872 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +16.4% | 153,704 | $3.2M |
| MCF Advisors LLC | 0.14% | Add +0.7% | 153,478 | $3.2M |
| IFP Advisors, Inc | 0.06% | Add +14.1% | 139,773 | $2.9M |
| Members Wealth LLC | 1.74% | Add +231.7% | 138,918 | $2.9M |
| Marathon Mission, Inc. | 1.59% | Add +2.3% | 130,566 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +0.8% | 129,410 | $2.7M |
| Segment Wealth Management, LLC | 0.16% | Add +40.2% | 128,455 | $2.7M |
| Kintra Wealth, LLC | 0.19% | Add +746.1% | 126,491 | $2.6M |
| Fulton Breakefield Broenniman LLC | 0.17% | Add +11.8% | 121,392 | $2.5M |
| Wealthstar Advisors, LLC | 1.48% | Add +8.4% | 118,755 | $2.5M |
| Stonebrook Private Inc. | 0.52% | Add +4.5% | 115,789 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +6.2% | 112,173 | $2.3M |
| Archford Capital Strategies, LLC | 0.27% | Add +0.2% | 111,547 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Add +9.3% | 107,229 | $2.2M |
| Hamel Associates, Inc. | 0.63% | Add +24.2% | 105,515 | $2.2M |
| LBMC Investment Advisors, LLC | 0.13% | Add +28.4% | 105,125 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +29.0% | 105,089 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +32.4% | 95,064 | $2.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +80.7% | 93,851 | $2.0M |
| Wrapmanager Inc. | 0.67% | Add +2.3% | 92,644 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Add +9.9% | 92,324 | $1.9M |
| Chesley Taft & Associates LLC | 0.08% | Add +11.0% | 88,500 | $1.9M |
| Beese Fulmer Investment Management, Inc. | 0.12% | Add +10.6% | 88,094 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +9.3% | 86,614 | $1.8M |
| Associated Banc-Corp | 0.05% | Add +9.3% | 85,609 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +23.9% | 84,211 | $1.8M |
| Meridian Wealth Management, LLC | 0.06% | Add +14.9% | 82,792 | $1.7M |
| Laurel Wealth Advisors LLC | 0.16% | Add +24.4% | 77,790 | $1.6M |
| Romano Brothers and Company | 0.18% | Add +68.5% | 76,708 | $1.6M |
| Resonant Capital Advisors, LLC | 0.08% | Add +86.7% | 76,605 | $1.6M |
| REDW Wealth LLC | 0.64% | Reduce -3.3% | 76,330 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +10.9% | 74,995 | $1.6M |
| Beacon Financial Group | 0.15% | Add +4.0% | 74,055 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | No change | 73,782 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.20% | Add +6.1% | 73,269 | $1.5M |
| FourThought Financial Partners, LLC | 0.13% | Add +85.7% | 70,298 | $1.5M |
| LifePlan Financial, LLC | 1.08% | Add +134.4% | 69,700 | $1.5M |
| Park Avenue Securities LLC | 0.01% | New | 69,541 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.11% | Add +11.4% | 67,720 | $1.4M |
| 10Elms LLP | 0.96% | Add +199.7% | 66,534 | $1.4M |
| NovaPoint Capital, LLC | 0.34% | Add +1.4% | 65,184 | $1.4M |
| AssuredPartners Investment Advisors, LLC | 0.15% | New | 65,329 | $1.4M |
| Creative Planning | 0.00% | Add +39.3% | 64,978 | $1.4M |
| Hills Bank & Trust Co | 0.07% | New | 64,692 | $1.4M |
| Drive Wealth Management, LLC | 0.28% | Reduce -15.2% | 63,401 | $1.3M |
| Sowell Financial Services LLC | 0.05% | Add +62.1% | 62,632 | $1.3M |
| Godshalk Welsh Capital Management, Inc. | 0.75% | Add +225.7% | 62,050 | $1.3M |
| Bank of New Hampshire | 0.29% | Add +13.8% | 61,420 | $1.3M |
| Camelot Portfolios, LLC | 0.96% | Add +3.6% | 61,067 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.85% | Reduce -4.1% | 60,064 | $1.3M |
| Naples Global Advisors, LLC | 0.09% | Add +11.5% | 58,310 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -75.3% | 58,193 | $1.2M |
| Montecito Bank & Trust | 0.20% | Add +22.5% | 57,692 | $1.2M |
| Roble, Belko & Company, Inc | 0.15% | Add +169.3% | 56,531 | $1.2M |
| Bullock Wealth Management Group | 0.59% | Add +27.3% | 56,399 | $1.2M |
| Spinnaker Trust | 0.06% | Add +122.3% | 54,863 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.24% | Add +3.0% | 54,319 | $1.1M |
| Breachway Investments LLC | 1.06% | Add +2.2% | 53,165 | $1.1M |
| Newman Dignan & Sheerar, Inc. | 0.22% | Add +2.9% | 49,298 | $1.0M |
| Strid Group, LLC | 0.13% | New | 48,394 | $1.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.29% | New | 47,354 | $991K |
| Captrust Financial Advisors | 0.00% | Add +5.1% | 46,881 | $981K |
| Gilbert & Cook, Inc. | 0.13% | No change | 46,743 | $978K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.1% | 45,781 | $958K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -29.1% | 44,799 | $938K |
| Farmers National Bank | 0.21% | Add +1.3% | 44,655 | $935K |
| Little House Capital LLC | 0.24% | Reduce -14.6% | 43,544 | $911K |
| Jefferson Bridge Capital, LLC | 0.87% | Add +20.0% | 41,738 | $874K |
| Gradient Capital Advisors, LLC | 0.22% | No change | 40,801 | $854K |
| Sonata Capital Group Inc. | 0.31% | Add +3.5% | 40,421 | $846K |
| Merit Financial Group, LLC | 0.01% | Add +16.1% | 39,963 | $836K |
| Yoder Wealth Management, Inc. | 0.38% | Add +20.8% | 39,515 | $827K |
| Jacobi Capital Management LLC | 0.05% | Add +13.8% | 39,507 | $827K |
| Leo Wealth, LLC | 0.06% | Reduce -11.7% | 39,496 | $827K |
| Citadel Advisors | 0.00% | Reduce -62.8% | 39,384 | $824K |
| Moneco Advisors, LLC | 0.06% | Add +14.4% | 37,189 | $778K |
| Bank of New York Mellon Corp | 0.00% | New | 36,662 | $767K |
| Windsor Capital Management, LLC | 0.23% | New | 36,358 | $761K |
| Private Advisor Group, LLC | 0.00% | No change | 36,285 | $759K |
| Evexia Wealth LLC | 0.20% | Add +16.8% | 34,080 | $716K |
| Fifth Third Bancorp | 0.00% | New | 33,443 | $700K |
| Baron Silver Stevens Financial Advisors, LLC | 0.10% | No change | 33,186 | $695K |
| Focus Partners Wealth | 0.00% | Add +1.4% | 33,053 | $692K |
| Koesten, Hirschmann & Crabtree, INC. | 0.34% | Add +0.7% | 33,002 | $691K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.5% | 31,832 | $666K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -26.3% | 30,952 | $648K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +2.9% | 30,911 | $647K |
| Composition Wealth, LLC | 0.01% | Add +0.0% | 30,784 | $644K |
| Conrad Siegel Investment Advisors, Inc. | 0.12% | New | 30,708 | $643K |
| Leavell Investment Management, Inc. | 0.03% | Add +55.9% | 30,585 | $640K |
| DecisionMap Wealth Management, LLC | 0.41% | Add +0.1% | 30,401 | $636K |
| Redwood Financial Network Corp | 0.41% | Add +38.6% | 29,756 | $623K |
| Cfo Capital Management LLC | 0.50% | Add +11.0% | 29,283 | $610K |
| HM Payson & Co. | 0.01% | New | 28,900 | $605K |
| Nestegg Advisors, Inc. | 0.50% | Add +0.7% | 26,973 | $565K |
| Summit Wealth Partners, LLC | 0.09% | No change | 26,517 | $555K |
| Crews Bank & Trust | 0.08% | No change | 25,990 | $544K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 25,000 | $523K |
| Stokes Family Office, LLC | 0.05% | No change | 24,730 | $518K |
| XML Financial, LLC | 0.04% | Add +28.7% | 24,643 | $516K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +127.2% | 23,771 | $498K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 23,357 | $494K |
| Twin Cities Retirement Group LLC | 0.45% | Add +2.4% | 23,436 | $491K |
| 4J Wealth Management LLC | 0.27% | Add +3.4% | 23,010 | $482K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.8% | 22,852 | $478K |
| Gryphon Financial Partners LLC | 0.05% | No change | 22,658 | $474K |
| Ellis Investment Partners, LLC | 0.08% | Add +9.5% | 22,187 | $464K |
| American Money Management, LLC | 0.07% | No change | 21,001 | $440K |
| Great Diamond Partners, LLC | 0.08% | Add +44.3% | 20,867 | $437K |
| Clearstead Trust, LLC | 0.07% | No change | 20,420 | $427K |
| Greater Midwest Financial Group, LLC | 0.23% | Add +3.6% | 20,417 | $427K |
| Advisory Services Network, LLC | 0.01% | Add +0.8% | 20,232 | $423K |
| Lee Financial Co | 0.06% | No change | 20,000 | $419K |
| Farther Finance Advisors, LLC | 0.00% | Add +9.3% | 19,587 | $409K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 19,385 | $406K |
| Mutual Advisors, LLC | 0.01% | Reduce -5.3% | 18,927 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | New | 18,880 | $395K |
| Kovack Advisors, Inc. | 0.02% | No change | 18,698 | $391K |
| Foundation Wealth Management, LLC | 0.25% | Add +23.8% | 17,684 | $370K |
| First Interstate Bank | 0.02% | Add +13.1% | 17,684 | $370K |
| Gilbert Capital Group, Inc. | 0.29% | Add +37.6% | 17,650 | $369K |
| Simon Quick Advisors, LLC | 0.02% | No change | 17,387 | $364K |
| CGN Advisors LLC | 0.03% | Reduce -42.8% | 17,371 | $364K |
| Brookstone Capital Management | 0.00% | Reduce -7.0% | 16,734 | $350K |
| RVW Wealth, LLC | 0.03% | Reduce -30.1% | 16,560 | $347K |
| Madrid Wealth Management, LLC | 0.26% | No change | 16,368 | $343K |
| Addison Advisors LLC | 0.08% | Add +5.7% | 16,275 | $341K |
| Banque Cantonale Vaudoise | 0.01% | Add +125.8% | 16,164 | $338K |
| Passive Capital Management, LLC. | 0.10% | No change | 15,719 | $329K |
| Keeler Thomas Management LLC | 0.14% | Reduce -93.0% | 15,650 | $328K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 15,497 | $324K |
| Cary Street Partners Financial LLC | 0.01% | Add +8.9% | 15,328 | $321K |
| Hyposwiss Advisors SA | 0.30% | Add +19.4% | 14,435 | $302K |
| ProVise Management Group, LLC | 0.02% | New | 14,290 | $299K |
| Accretive Wealth Partners, LLC | 0.08% | Add +13.3% | 13,894 | $291K |
| Focused Alpha, LLC | 0.09% | New | 13,613 | $285K |
| Reliant Wealth Planning | 0.09% | No change | 13,497 | $282K |
| IHT Wealth Management, LLC | 0.01% | New | 13,319 | $279K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 13,307 | $279K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 12,693 | $266K |
| Kesler, Norman & Wride, LLC | 0.04% | Add +4.0% | 12,381 | $259K |
| Beacon Financial Planning, Inc. | 0.10% | New | 12,372 | $259K |
| MinichMacGregor Wealth Management, LLC | 0.05% | No change | 12,206 | $255K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +0.8% | 11,815 | $247K |
| Journey Advisory Group, LLC | 0.02% | No change | 11,800 | $247K |
| Farnam Financial LLC | 0.20% | New | 11,665 | $244K |
| Bessemer Group Inc. | 0.00% | New | 11,556 | $242K |
| Granite Harbor Advisors, Inc. | 0.11% | No change | 11,544 | $242K |
| Betterment LLC | 0.00% | New | 11,516 | $241K |
| Princeton Global Asset Management LLC | 0.04% | Add +38.2% | 11,408 | $239K |
| Susquehanna International Group, LLP | 0.00% | New | 11,289 | $236K |
| Nwam LLC | 0.01% | Add +0.7% | 11,183 | $234K |
| Dearborn Partners LLC | 0.01% | Add +12.4% | 10,932 | $229K |
| Lincoln Capital Corp. | 0.08% | Reduce -8.9% | 10,804 | $226K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 10,710 | $224K |
| Hanover Advisors Inc. | 0.09% | Reduce -2.4% | 10,647 | $223K |
| Ritholtz Wealth Management | 0.00% | New | 10,594 | $222K |
| MML Investors Services, LLC | 0.00% | Reduce -2.9% | 10,383 | $217K |
| Koshinski Asset Management, Inc. | 0.01% | Add +4.2% | 10,186 | $213K |
| Scotia Capital Inc. | 0.00% | No change | 10,000 | $209K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +0.8% | 9,839 | $205K |
| Plancorp, LLC | 0.01% | New | 9,594 | $201K |
| MidFirst Bank | 0.02% | Add +118.3% | 9,503 | $199K |
| Bogart Wealth, LLC | 0.01% | Add +48.6% | 9,346 | $196K |
| Trust Co | 0.02% | Add +0.4% | 8,211 | $172K |
| Barrett & Company, Inc. | 0.05% | Add +253.2% | 7,735 | $159K |
| Acropolis Investment Management, LLC | 0.01% | New | 6,890 | $144K |
| Intentional Wealth Strategies, LLC | 0.12% | — | 5,998 | $126K |
| Harbor Investment Advisory, LLC | 0.01% | Add +95.1% | 5,981 | $125K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 5,608 | $117K |
| JPMorgan Chase & Co. | 0.00% | Add +3971.4% | 5,130 | $107K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,750 | $78K |
| CNB Bank | 0.03% | Reduce -0.5% | 3,743 | $78K |
| Ascentis Independent Advisors | 0.00% | New | 3,000 | $63K |
| Allworth Financial LP | 0.00% | Add +67.6% | 2,772 | $58K |
| Miller Global Investments, LLC | 0.05% | New | 2,630 | $55K |
| Pittenger & Anderson Inc. | 0.00% | New | 2,600 | $54K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 2,433 | $51K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 2,007 | $42K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,952 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -67.5% | 1,877 | $39K |
| United Community Bank | 0.01% | New | 1,835 | $38K |
| Private Trust Co. NA | 0.00% | No change | 1,638 | $34K |
| Ballast Advisors LLC | 0.01% | New | 1,442 | $30K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,376 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,367 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 1,320 | $28K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,274 | $27K |
| Bokf, NA | 0.00% | Reduce -63.1% | 1,200 | $25K |
| Ancora Advisors LLC | 0.00% | No change | 1,195 | $25K |
| FMR LLC | 0.00% | Reduce -77.3% | 987 | $21K |
| Eastern Bank | 0.00% | New | 950 | $20K |
| Rossby Financial, LCC | 0.00% | Add +69.3% | 911 | $19K |
| Key Financial Inc | 0.00% | No change | 780 | $16K |
| Bank of Montreal | 0.00% | Add +0.8% | 717 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 669 | $14K |
| AE Wealth Management LLC | 0.00% | Reduce -45.7% | 454 | $10K |
| 2UniFi Bank | 0.00% | No change | 272 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.5% | 189 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | New | 186 | $4K |
| Vanguard Advisers Inc. | 0.00% | — | 105 | $2K |
| BlackRock, Inc. | 0.00% | No change | 62 | $1K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.9% | 54 | $1K |
"% 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.