ISHARESIBONDSDEC2034TMCORPIBDZETF
13F holders, Q2 2026 (June 30)128holders +9
18new positions
6sold out
1famous investor
$26.04avg. 13F price*
At the end of Q2 2026, 128 institutions reported holding ISHARESIBONDSDEC2034TMCORP (IBDZ) in their 13F filings, up 9 from Q1 2026. 18 opened new positions and 6 sold out. The largest holders were Capital Investment Advisors, LLC ($70.6M), Aptus Capital Advisors, LLC ($61.3M) and Sarver Vrooman Wealth Advisors ($43.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- ISHARESIBONDSDEC2034TMCORP
- CUSIP
- 46438G653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $21.6M |
| Exits | 6 | $3.7M |
All 13F filers, Q1 2026 → Q2 2026: 3,447,863 shares bought and 1,010,524 shares sold, net +2,437,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 128 holders
| Capital Investment Advisors, LLC | 0.93% | Add +8.8% | 2,711,023 | $70.6M |
| Aptus Capital Advisors, LLC | 0.45% | Add +71.0% | 2,351,615 | $61.3M |
| Sarver Vrooman Wealth Advisors | 25.98% | Add +1.6% | 1,681,034 | $43.6M |
| Morgan Stanley | 0.00% | Add +1.1% | 1,514,889 | $39.5M |
| Bank of America Corp. | 0.00% | Add +12.1% | 1,360,791 | $35.4M |
| Sigma Investment Counselors Inc. | 1.66% | Add +20.5% | 1,304,097 | $34.0M |
| Summitry LLC | 1.11% | Add +1.9% | 1,290,108 | $33.6M |
| Summit Financial, LLC | 0.30% | Reduce -39.9% | 1,054,715 | $27.5M |
| Royal Bank of Canada | 0.00% | Add +6.3% | 745,780 | $19.4M |
| MV Capital Management, Inc. | 1.69% | Add +0.2% | 732,336 | $19.1M |
| Wells Fargo & Company | 0.00% | Add +5.9% | 662,018 | $17.2M |
| Seneca House Advisors | 5.04% | Add +10.1% | 547,030 | $14.3M |
| Mb, Levis & Associates, LLC | 4.95% | Add +1.0% | 515,551 | $13.4M |
| Arrow Financial Corp | 1.20% | Add +16.1% | 512,414 | $13.3M |
| HighTower Advisors, LLC | 0.01% | Add +30.8% | 504,014 | $13.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.5% | 496,658 | $12.9M |
| PFG Private Wealth Management, LLC | 5.55% | Reduce -7.7% | 491,365 | $12.8M |
| Raymond James Financial Inc. | 0.00% | Add +6.3% | 411,323 | $10.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +15.6% | 396,620 | $10.3M |
| Nestegg Advisors, Inc. | 7.22% | Add +22.7% | 392,084 | $10.2M |
| Parkway Wealth Management Group, LLC | 1.17% | Add +1.2% | 389,186 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.4% | 386,053 | $10.1M |
| US Bancorp \de | 0.01% | Add +9.3% | 382,108 | $10.0M |
| UBS Group AG | 0.00% | Reduce -0.3% | 368,529 | $9.6M |
| Guidance Point Advisors, LLC | 1.65% | Add +4.0% | 292,677 | $7.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.8% | 290,450 | $7.6M |
| Citadel Advisors | 0.00% | New | 278,288 | $7.2M |
| Lido Advisors, LLC | 0.03% | Add +2.1% | 266,373 | $6.9M |
| Probity Advisors, Inc. | 0.86% | Add +20.7% | 232,182 | $6.0M |
| Parallel Advisors, LLC | 0.09% | Add +8.4% | 220,481 | $5.7M |
| Apollon Wealth Management, LLC | 0.07% | New | 218,132 | $5.7M |
| Hancock Whitney Corp. | 0.09% | Add +10.4% | 211,349 | $5.5M |
| Krilogy Financial LLC | 0.16% | Reduce -1.1% | 201,927 | $5.3M |
| 4Thought Financial Group Inc. | 2.26% | Add +6.2% | 184,936 | $4.8M |
| Lyell Wealth Management, LP | 0.29% | Add +40.8% | 181,335 | $4.7M |
| Paradigm, Strategies in Wealth Management, LLC | 2.47% | Reduce -20.3% | 155,677 | $4.1M |
| Benjamin Edwards Inc. | 0.04% | Reduce -14.5% | 152,066 | $4.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.9% | 129,750 | $3.4M |
| EP Wealth Advisors, LLC | 0.01% | New | 126,985 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +0.1% | 120,298 | $3.1M |
| Meitav Investment House Ltd. | 0.02% | Add +21.4% | 119,534 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +39.2% | 118,097 | $3.0M |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -21.3% | 103,669 | $2.7M |
| Marathon Mission, Inc. | 1.30% | Reduce -1.6% | 100,156 | $2.6M |
| Stonebrook Private Inc. | 0.44% | Add +1.6% | 93,518 | $2.4M |
| LPL Financial LLC | 0.00% | Add +29.7% | 84,655 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.1% | 79,505 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +30.1% | 78,195 | $2.0M |
| Archford Capital Strategies, LLC | 0.20% | Reduce -5.1% | 76,286 | $2.0M |
| Segment Wealth Management, LLC | 0.08% | Add +20.2% | 61,800 | $1.6M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.0% | 58,177 | $1.5M |
| Associated Banc-Corp | 0.04% | Add +13.1% | 57,703 | $1.5M |
| Roble, Belko & Company, Inc | 0.16% | New | 57,696 | $1.5M |
| Fulton Breakefield Broenniman LLC | 0.07% | Add +23.7% | 45,351 | $1.2M |
| Coldstream Capital Management Inc. | 0.01% | No change | 41,457 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +91.6% | 39,425 | $1.0M |
| MCF Advisors LLC | 0.04% | No change | 38,523 | $1.0M |
| Gilbert & Cook, Inc. | 0.11% | No change | 37,680 | $982K |
| Little House Capital LLC | 0.20% | Add +2.7% | 34,368 | $895K |
| Stokes Family Office, LLC | 0.10% | Add +16.7% | 31,515 | $821K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.1% | 27,474 | $716K |
| Insigneo Advisory Services, LLC | 0.03% | New | 27,353 | $713K |
| Aspen Wealth Management LLC | 0.11% | New | 25,708 | $670K |
| Osaic Holdings, Inc. | 0.00% | Add +11.9% | 25,311 | $659K |
| Montecito Bank & Trust | 0.10% | Add +1.0% | 25,302 | $659K |
| Valmark Advisers, Inc. | 0.01% | Add +20.4% | 25,129 | $655K |
| IFP Advisors, Inc | 0.01% | Add +26.6% | 23,030 | $600K |
| Advisory Services Network, LLC | 0.01% | Add +12.3% | 22,343 | $582K |
| Precedent Wealth Partners, LLC | 0.09% | New | 21,743 | $566K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +97.0% | 21,203 | $552K |
| First National Trust Co | 0.02% | Add +6.9% | 20,306 | $529K |
| Jones Financial Companies LLLP | 0.00% | Add +6.1% | 20,159 | $526K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Add +1.1% | 19,866 | $518K |
| Gradient Capital Advisors, LLC | 0.12% | Add +8.5% | 19,518 | $508K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 19,275 | $502K |
| Reliant Wealth Planning | 0.14% | No change | 19,050 | $496K |
| Private Advisor Group, LLC | 0.00% | Add +6.2% | 18,371 | $479K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +6.7% | 18,102 | $472K |
| Cowa, LLC | 0.13% | New | 17,741 | $462K |
| Creative Planning | 0.00% | Add +2.9% | 17,689 | $461K |
| Koesten, Hirschmann & Crabtree, INC. | 0.19% | Add +51.7% | 17,520 | $456K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.9% | 16,318 | $425K |
| XML Financial, LLC | 0.03% | Add +20.5% | 16,245 | $423K |
| Glenview Trust Co | 0.01% | Add +14.7% | 15,609 | $407K |
| 10Elms LLP | 0.18% | Add +326.8% | 15,150 | $395K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 14,600 | $380K |
| Fiduciary Financial Advisors | 0.04% | New | 14,098 | $367K |
| Greater Midwest Financial Group, LLC | 0.18% | Add +1.0% | 14,048 | $366K |
| Sterling Investment Advisors, Ltd. | 0.06% | Add +35.7% | 13,725 | $358K |
| United Capital Financial Advisors, LLC | 0.00% | Add +21.6% | 13,619 | $354K |
| Quantum Financial Advisors, LLC | 0.03% | Add +7.8% | 13,226 | $345K |
| Captrust Financial Advisors | 0.00% | Reduce -4.3% | 12,594 | $328K |
| MML Investors Services, LLC | 0.00% | Add +18.3% | 12,393 | $323K |
| CVA Family Office, LLC | 0.03% | No change | 11,949 | $311K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +45.2% | 11,454 | $298K |
| Jacobi Capital Management LLC | 0.01% | New | 11,096 | $289K |
| Belpointe Asset Management LLC | 0.01% | Add +38.1% | 10,982 | $286K |
| Seaview Investment Managers LLC | 0.08% | Reduce -1.5% | 10,841 | $282K |
| Romano Brothers and Company | 0.03% | Add +25.1% | 10,385 | $271K |
| Kintra Wealth, LLC | 0.01% | No change | 10,062 | $258K |
"% of holder's portfolio" is IBDZ's weight in each manager's 13F, not the share of ISHARESIBONDSDEC2034TMCORP the manager owns.