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 |
| Hamel Associates, Inc. | 0.67% | Add +10.7% | 116,752 | $2.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +25.4% | 115,815 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +32.6% | 111,633 | $2.3M |
| 10Elms LLP | 1.04% | Add +67.2% | 111,263 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +858.7% | 108,227 | $2.3M |
| LifePlan Financial, LLC | 1.57% | Add +53.9% | 107,249 | $2.2M |
| Archford Capital Strategies, LLC | 0.23% | Reduce -4.4% | 106,653 | $2.2M |
| Roble, Belko & Company, Inc | 0.24% | Add +85.3% | 104,751 | $2.2M |
| LBMC Investment Advisors, LLC | 0.12% | Reduce -3.0% | 101,934 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +8.5% | 101,818 | $2.1M |
| Associated Banc-Corp | 0.05% | Add +16.9% | 100,092 | $2.1M |
| Laurel Wealth Advisors LLC | 0.20% | Add +25.4% | 97,590 | $2.0M |
| Chesley Taft & Associates LLC | 0.08% | Add +10.1% | 97,400 | $2.0M |
| Belpointe Asset Management LLC | 0.06% | Add +8.9% | 94,291 | $2.0M |
| Beese Fulmer Investment Management, Inc. | 0.11% | Add +6.3% | 93,624 | $2.0M |
| Meridian Wealth Management, LLC | 0.06% | Add +10.2% | 91,217 | $1.9M |
| AssuredPartners Investment Advisors, LLC | 0.18% | Add +39.6% | 91,206 | $1.9M |
| FourThought Financial Partners, LLC | 0.14% | Add +27.4% | 89,580 | $1.9M |
| Romano Brothers and Company | 0.18% | Add +14.1% | 87,540 | $1.8M |
| Wrapmanager Inc. | 0.55% | Reduce -8.9% | 84,395 | $1.8M |
| Spinnaker Trust | 0.08% | Add +47.5% | 80,939 | $1.7M |
| Penobscot Investment Management Company, Inc. | 0.11% | Add +16.8% | 79,070 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +5.1% | 78,848 | $1.6M |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Add +7.3% | 78,607 | $1.6M |
| REDW Wealth LLC | 0.54% | Reduce -5.2% | 72,386 | $1.5M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -3.3% | 71,316 | $1.5M |
| Bullock Wealth Management Group | 0.64% | Add +26.8% | 71,524 | $1.5M |
| Beacon Financial Group | 0.13% | Reduce -3.9% | 71,158 | $1.5M |
| Resonant Capital Advisors, LLC | 0.07% | Reduce -7.6% | 70,766 | $1.5M |
| Strid Group, LLC | 0.16% | Add +44.3% | 69,836 | $1.5M |
| Stifel Financial Corp. | 0.00% | Add +19.4% | 69,473 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.77% | Add +10.5% | 68,550 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.4% | 68,538 | $1.4M |
| Sowell Financial Services LLC | 0.05% | Add +9.4% | 68,497 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +103.6% | 67,289 | $1.4M |
| NovaPoint Capital, LLC | 0.29% | Add +2.4% | 66,724 | $1.4M |
| Creative Planning | 0.00% | Add +2.0% | 66,270 | $1.4M |
| Camelot Portfolios, LLC | 0.96% | Add +6.5% | 65,034 | $1.4M |
| Drive Wealth Management, LLC | 0.23% | Reduce -0.4% | 63,169 | $1.3M |
| Montecito Bank & Trust | 0.20% | Add +8.8% | 62,795 | $1.3M |
| Bank of New Hampshire | 0.27% | No change | 61,420 | $1.3M |
| Breachway Investments LLC | 1.92% | Add +15.2% | 61,265 | $1.3M |
| Absolute Capital Management, LLC | 0.31% | New | 60,512 | $1.3M |
| Naples Global Advisors, LLC | 0.08% | Add +3.4% | 60,290 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.73% | Reduce -4.4% | 57,443 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Add +24.3% | 56,904 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.21% | Add +0.4% | 54,512 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +35.8% | 54,256 | $1.1M |
| Newman Dignan & Sheerar, Inc. | 0.21% | Add +8.9% | 53,698 | $1.1M |
| Jacobi Capital Management LLC | 0.05% | Add +31.6% | 51,976 | $1.1M |
| Yoder Wealth Management, Inc. | 0.41% | Add +26.1% | 49,815 | $1.0M |
| Jefferson Bridge Capital, LLC | 0.85% | Add +13.1% | 47,210 | $984K |
| Gilbert & Cook, Inc. | 0.11% | No change | 46,743 | $974K |
| Fifth Third Bancorp | 0.00% | Add +36.8% | 45,744 | $953K |
| Farmers National Bank | 0.20% | Add +2.4% | 45,709 | $953K |
| Little House Capital LLC | 0.21% | Add +2.6% | 44,660 | $931K |
| Cornell Pochily Investment Advisors, Inc. | 0.25% | Reduce -6.3% | 44,367 | $925K |
| Captrust Financial Advisors | 0.00% | Reduce -9.7% | 42,343 | $882K |
| HM Payson & Co. | 0.01% | Add +43.3% | 41,419 | $863K |
| Gradient Capital Advisors, LLC | 0.20% | No change | 40,801 | $850K |
| Sonata Capital Group Inc. | 0.27% | Add +0.6% | 40,662 | $847K |
| Great Diamond Partners, LLC | 0.14% | Add +83.9% | 38,383 | $800K |
| Bank of New York Mellon Corp | 0.00% | Add +1.3% | 37,144 | $774K |
| Leavell Investment Management, Inc. | 0.03% | Add +20.5% | 36,852 | $768K |
| Fiduciary Financial Advisors | 0.08% | New | 36,336 | $757K |
| Koesten, Hirschmann & Crabtree, INC. | 0.30% | Add +3.3% | 34,097 | $711K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | No change | 33,186 | $692K |
| Integrated Wealth Concepts LLC | 0.00% | Add +5.7% | 32,706 | $682K |
| InvesTrust | 0.26% | New | 32,421 | $676K |
| Aspen Wealth Management LLC | 0.11% | New | 32,055 | $668K |
| Harbor Advisory Corp. | 0.17% | New | 31,273 | $652K |
| Redwood Financial Network Corp | 0.36% | Add +4.9% | 31,215 | $651K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Add +1.2% | 31,083 | $648K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 30,911 | $644K |
| Composition Wealth, LLC | 0.01% | Reduce -1.4% | 30,363 | $633K |
| DecisionMap Wealth Management, LLC | 0.35% | Reduce -1.1% | 30,078 | $627K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -33.7% | 29,714 | $619K |
| Stokes Family Office, LLC | 0.07% | Add +19.2% | 29,480 | $614K |
| XML Financial, LLC | 0.04% | Add +12.6% | 27,758 | $578K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -15.1% | 27,035 | $563K |
| Farther Finance Advisors, LLC | 0.00% | Add +37.6% | 26,952 | $562K |
| Summit Wealth Partners, LLC | 0.08% | No change | 26,517 | $553K |
| Harbor Investment Advisory, LLC | 0.04% | Add +338.7% | 26,240 | $547K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 26,159 | $545K |
| Community Financial Services Group, LLC | 0.08% | New | 25,258 | $524K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 25,000 | $521K |
| Sax Wealth Advisors, LLC | 0.02% | Add +4.9% | 24,510 | $513K |
| Twin Cities Retirement Group LLC | 0.42% | Add +1.2% | 23,718 | $494K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.2% | 23,121 | $482K |
| 4J Wealth Management LLC | 0.24% | No change | 23,010 | $480K |
| Advisory Services Network, LLC | 0.01% | Add +12.5% | 22,753 | $474K |
| Ellis Investment Partners, LLC | 0.07% | Add +1.8% | 22,575 | $470K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -6.5% | 22,222 | $463K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -5.0% | 21,514 | $448K |
| American Money Management, LLC | 0.06% | No change | 21,001 | $438K |
| Crews Bank & Trust | 0.06% | Reduce -19.7% | 20,860 | $435K |
| Greater Midwest Financial Group, LLC | 0.21% | Add +1.0% | 20,615 | $430K |
| Foundation Wealth Management, LLC | 0.26% | Add +15.8% | 20,479 | $427K |
| Clearstead Trust, LLC | 0.06% | No change | 20,420 | $426K |
| Princeton Global Asset Management LLC | 0.06% | Add +78.9% | 20,412 | $425K |
| MidFirst Bank | 0.03% | Add +110.8% | 20,037 | $418K |
| Lee Financial Co | 0.05% | No change | 20,000 | $417K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 19,385 | $404K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 18,991 | $396K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 18,880 | $393K |
| Kovack Advisors, Inc. | 0.02% | No change | 18,698 | $390K |
| First Interstate Bank | 0.02% | No change | 17,684 | $369K |
| ProVise Management Group, LLC | 0.02% | Add +23.3% | 17,617 | $367K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Add +31.6% | 17,508 | $365K |
| Simon Quick Advisors, LLC | 0.01% | No change | 17,387 | $362K |
| Brookstone Capital Management | 0.00% | Add +1.3% | 16,955 | $353K |
| RVW Wealth, LLC | 0.02% | No change | 16,560 | $345K |
| Banque Cantonale Vaudoise | 0.01% | Add +1.7% | 16,438 | $343K |
| Madrid Wealth Management, LLC | 0.22% | No change | 16,368 | $341K |
| Gilbert Capital Group, Inc. | 0.24% | Reduce -8.5% | 16,144 | $336K |
| 1900 Wealth Management LLC | 0.02% | New | 15,971 | $333K |
| Passive Capital Management, LLC. | 0.10% | No change | 15,719 | $332K |
| Hyposwiss Advisors SA | 0.31% | Add +10.4% | 15,935 | $332K |
| Cornerstone Wealth Management, LLC | 0.01% | Add +0.3% | 15,546 | $324K |
| CGN Advisors LLC | 0.02% | Reduce -10.9% | 15,472 | $322K |
| Cary Street Partners Financial LLC | 0.01% | No change | 15,328 | $319K |
| Berkshire Money Management, Inc. | 0.03% | New | 14,224 | $296K |
| Dearborn Partners LLC | 0.02% | Add +29.2% | 14,122 | $294K |
| Accretive Wealth Partners, LLC | 0.07% | No change | 13,894 | $290K |
| Focused Alpha, LLC | 0.07% | Add +1.5% | 13,823 | $288K |
| Betterment LLC | 0.00% | Add +19.5% | 13,764 | $287K |
| Reliant Wealth Planning | 0.08% | No change | 13,497 | $281K |
| IHT Wealth Management, LLC | 0.01% | Add +1.2% | 13,477 | $281K |
| Addison Advisors LLC | 0.13% | Reduce -17.9% | 13,360 | $278K |
| TFR Capital, LLC. | 0.08% | New | 13,172 | $275K |
| Beacon Financial Planning, Inc. | 0.09% | Add +5.5% | 13,051 | $272K |
| Gratus Wealth Advisors, LLC | 0.03% | No change | 12,693 | $265K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +16.8% | 12,509 | $261K |
| Kesler, Norman & Wride, LLC | 0.04% | No change | 12,381 | $258K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 12,206 | $254K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +0.8% | 11,913 | $248K |
| Lincoln Capital Corp. | 0.08% | Add +9.5% | 11,829 | $247K |
| Journey Advisory Group, LLC | 0.02% | No change | 11,800 | $246K |
| Farnam Financial LLC | 0.18% | No change | 11,665 | $243K |
| Granite Harbor Advisors, Inc. | 0.10% | No change | 11,544 | $241K |
| Koshinski Asset Management, Inc. | 0.01% | Add +12.5% | 11,457 | $239K |
| Nwam LLC | 0.01% | Add +1.1% | 11,309 | $236K |
| Hanover Advisors Inc. | 0.08% | Add +4.8% | 11,155 | $232K |
| Diversify Advisory Services, LLC | 0.00% | New | 10,830 | $223K |
| Diversify Wealth Management, LLC | 0.00% | New | 10,830 | $223K |
| Global Retirement Partners, LLC | 0.00% | — | 10,602 | $221K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +5.4% | 10,366 | $216K |
| MML Investors Services, LLC | 0.00% | Reduce -0.7% | 10,312 | $215K |
| Moors & Cabot, Inc. | 0.01% | New | 10,246 | $214K |
| Scotia Capital Inc. | 0.00% | No change | 10,000 | $208K |
| Advisor OS, LLC | 0.01% | New | 9,960 | $208K |
| Choreo, LLC | 0.00% | New | 9,625 | $201K |
| Plancorp, LLC | 0.00% | Add +1.2% | 9,708 | $200K |
| Bogart Wealth, LLC | 0.01% | No change | 9,346 | $195K |
| Trust Co | 0.02% | No change | 8,211 | $171K |
| Barrett & Company, Inc. | 0.04% | Reduce -0.6% | 7,690 | $160K |
| Acropolis Investment Management, LLC | 0.01% | No change | 6,890 | $144K |
| Allworth Financial LP | 0.00% | Add +131.8% | 6,424 | $134K |
| Harbour Investments, Inc. | 0.00% | Add +1.2% | 5,675 | $118K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 5,552 | $116K |
| National Bank of Canada | 0.00% | New | 5,492 | $114K |
| Pittenger & Anderson Inc. | 0.00% | Add +92.3% | 5,000 | $104K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.6% | 4,946 | $103K |
| Pioneer Family Office, LLC | 0.05% | New | 4,741 | $99K |
| CNB Bank | 0.03% | Add +5.0% | 3,930 | $82K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,750 | $78K |
| Ballast Advisors LLC | 0.01% | Add +100.1% | 2,886 | $60K |
| Trust Co. of Vermont | 0.00% | — | 2,435 | $51K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 2,433 | $51K |
| Signaturefd, LLC | 0.00% | New | 2,400 | $50K |
| Larson Financial Group LLC | 0.00% | Add +1.0% | 2,027 | $42K |
| Eastern Bank | 0.00% | Add +105.3% | 1,950 | $41K |
| Rossby Financial, LCC | 0.01% | Add +106.5% | 1,881 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,877 | $39K |
| United Community Bank | 0.01% | No change | 1,835 | $38K |
| Fairway Wealth LLC | 0.01% | New | 1,745 | $36K |
| Private Trust Co. NA | 0.00% | No change | 1,638 | $34K |
| FMR LLC | 0.00% | Add +42.5% | 1,406 | $29K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 1,376 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,367 | $28K |
| Capital Analysts, LLC | 0.00% | No change | 1,320 | $28K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,274 | $27K |
| Ancora Advisors LLC | 0.00% | No change | 1,195 | $25K |
| Bank of Montreal | 0.00% | Add +1.1% | 725 | $15K |
| Key Financial Inc | 0.00% | Reduce -12.8% | 680 | $14K |
| McGuire Capital Advisors Inc. | 0.01% | New | 450 | $9K |
| AE Wealth Management LLC | 0.00% | Reduce -33.5% | 302 | $6K |
| NBH Bank | 0.00% | — | 272 | $6K |
| Vanguard Advisers Inc. | 0.00% | No change | 105 | $2K |
| Golden State Wealth Management, LLC | 0.00% | No change | 54 | $1K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -100.0% | 18 | $375 |
"% 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.