ISHARESIBONDSDEC2034TMCORPIBDZETF
13F holders, Q1 2026 (March 31)119holders +11
19new positions
7sold out
$26.06avg. 13F price*
At the end of Q1 2026, 119 institutions reported holding ISHARESIBONDSDEC2034TMCORP (IBDZ) in their 13F filings, up 11 from Q4 2025. 19 opened new positions and 7 sold out. The largest holders were Capital Investment Advisors, LLC ($64.9M), Summit Financial, LLC ($45.7M) and Sarver Vrooman Wealth Advisors ($43.1M).
- Company
- ISHARESIBONDSDEC2034TMCORP
- CUSIP
- 46438G653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $42.8M |
| Exits | 7 | $4.7M |
All 13F filers, Q4 2025 → Q1 2026: 7,191,040 shares bought and 347,418 shares sold, net +6,843,622 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Capital Investment Advisors, LLC | 0.95% | Add +10.8% | 2,491,719 | $64.9M |
| Summit Financial, LLC | 0.58% | Add +5.9% | 1,755,367 | $45.7M |
| Sarver Vrooman Wealth Advisors | 26.56% | Add +7753.5% | 1,654,974 | $43.1M |
| Morgan Stanley | 0.00% | Add +16.4% | 1,497,665 | $39.0M |
| Aptus Capital Advisors, LLC | 0.30% | New | 1,375,000 | $35.8M |
| Summitry LLC | 1.17% | Add +0.3% | 1,266,010 | $33.0M |
| Bank of America Corp. | 0.00% | Add +14.1% | 1,213,579 | $31.6M |
| Sigma Investment Counselors Inc. | 1.49% | Add +65.5% | 1,081,985 | $28.2M |
| MV Capital Management, Inc. | 1.87% | Add +31.1% | 730,868 | $19.0M |
| Royal Bank of Canada | 0.00% | Add +4.6% | 701,465 | $18.3M |
| Wells Fargo & Company | 0.00% | Add +220.2% | 625,178 | $16.3M |
| PFG Private Wealth Management, LLC | 5.88% | Add +9.4% | 532,394 | $13.9M |
| Mb, Levis & Associates, LLC | 5.55% | Add +1.3% | 510,649 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1441.4% | 504,181 | $13.1M |
| Seneca House Advisors | 5.14% | Add +74.1% | 496,769 | $12.9M |
| Arrow Financial Corp | 1.16% | Add +10.1% | 441,310 | $11.5M |
| Motley Fool Wealth Management, LLC | 1.20% | Reduce -10.3% | 408,741 | $10.7M |
| Raymond James Financial Inc. | 0.00% | Add +69.0% | 386,990 | $10.1M |
| Parkway Wealth Management Group, LLC | 1.27% | Add +11.4% | 384,699 | $10.1M |
| HighTower Advisors, LLC | 0.01% | Add +14.6% | 385,423 | $10.0M |
| UBS Group AG | 0.00% | Add +2.9% | 369,667 | $9.6M |
| US Bancorp \de | 0.01% | Add +12.7% | 349,740 | $9.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +56.6% | 343,060 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +77.1% | 328,810 | $8.6M |
| Nestegg Advisors, Inc. | 7.31% | Add +72.2% | 319,564 | $8.3M |
| Guidance Point Advisors, LLC | 1.78% | Add +9.1% | 281,408 | $7.3M |
| Kestra Advisory Services, LLC | 0.03% | Add +20.9% | 266,831 | $7.0M |
| Lido Advisors, LLC | 0.03% | Add +23.7% | 260,863 | $6.8M |
| Krilogy Financial LLC | 0.17% | Add +2.3% | 204,068 | $5.3M |
| Parallel Advisors, LLC | 0.10% | Add +1.8% | 203,388 | $5.3M |
| Paradigm, Strategies in Wealth Management, LLC | 3.45% | Reduce -9.9% | 195,359 | $5.1M |
| Probity Advisors, Inc. | 0.79% | Add +34.2% | 192,357 | $5.0M |
| Hancock Whitney Corp. | 0.09% | Add +16.9% | 191,345 | $5.0M |
| Benjamin Edwards Inc. | 0.05% | Add +5.1% | 177,771 | $4.6M |
| 4Thought Financial Group Inc. | 2.24% | Add +0.1% | 174,091 | $4.5M |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -3.3% | 131,747 | $3.4M |
| Cwm, LLC | 0.01% | Add +94.9% | 130,970 | $3.4M |
| Lyell Wealth Management, LP | 0.25% | Add +56.0% | 128,835 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +1.4% | 120,237 | $3.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +26.6% | 118,082 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Add +342.6% | 116,569 | $3.0M |
| Marathon Mission, Inc. | 1.54% | Add +4.3% | 101,809 | $2.7M |
| Meitav Investment House Ltd. | 0.03% | Reduce -0.6% | 98,505 | $2.6M |
| Stonebrook Private Inc. | 0.51% | Add +5.6% | 92,049 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +325.2% | 84,814 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.2% | 84,684 | $2.2M |
| Archford Capital Strategies, LLC | 0.24% | Reduce -2.0% | 80,373 | $2.1M |
| LPL Financial LLC | 0.00% | Add +28.9% | 65,261 | $1.7M |
| Signature Wealth Management Group | 0.63% | New | 63,237 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | New | 63,237 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | New | 60,084 | $1.6M |
| Segment Wealth Management, LLC | 0.08% | Add +146.8% | 51,410 | $1.3M |
| Associated Banc-Corp | 0.04% | Add +34.4% | 51,044 | $1.3M |
| Coldstream Capital Management Inc. | 0.01% | No change | 41,457 | $1.1M |
| MCF Advisors LLC | 0.04% | No change | 38,523 | $1.0M |
| Gilbert & Cook, Inc. | 0.13% | Add +3.9% | 37,680 | $982K |
| Fulton Breakefield Broenniman LLC | 0.06% | Add +37.0% | 36,664 | $955K |
| Little House Capital LLC | 0.23% | Reduce -15.0% | 33,452 | $872K |
| Cfo Capital Management LLC | 0.67% | Add +7.8% | 31,610 | $819K |
| Stokes Family Office, LLC | 0.07% | No change | 27,000 | $704K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +20.4% | 26,643 | $694K |
| Montecito Bank & Trust | 0.11% | Add +1.5% | 25,041 | $653K |
| Osaic Holdings, Inc. | 0.00% | Add +50.7% | 22,628 | $590K |
| Valmark Advisers, Inc. | 0.01% | Add +34.8% | 20,875 | $544K |
| Cetera Investment Advisers | 0.00% | Add +24.3% | 20,581 | $536K |
| Advisory Services Network, LLC | 0.01% | Add +1.4% | 19,896 | $518K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Add +14.7% | 19,651 | $512K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -0.6% | 19,275 | $502K |
| Reliant Wealth Planning | 0.15% | No change | 19,050 | $496K |
| First National Trust Co | 0.02% | Add +91.3% | 18,995 | $495K |
| Jones Financial Companies LLLP | 0.00% | Add +11.0% | 19,005 | $490K |
| IFP Advisors, Inc | 0.01% | Add +1.0% | 18,197 | $474K |
| Gradient Capital Advisors, LLC | 0.12% | No change | 17,986 | $469K |
| Private Advisor Group, LLC | 0.00% | Add +18.7% | 17,304 | $451K |
| Creative Planning | 0.00% | New | 17,194 | $448K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +9.8% | 16,960 | $442K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 14,600 | $380K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +91.5% | 14,196 | $370K |
| Greater Midwest Financial Group, LLC | 0.19% | Reduce -7.3% | 13,903 | $362K |
| Glenview Trust Co | 0.01% | Add +7.9% | 13,609 | $355K |
| XML Financial, LLC | 0.03% | Add +55.5% | 13,477 | $351K |
| Captrust Financial Advisors | 0.00% | Add +2.0% | 13,156 | $343K |
| Quantum Financial Advisors, LLC | 0.04% | Reduce -77.8% | 12,271 | $320K |
| CVA Family Office, LLC | 0.03% | Add +366.0% | 11,949 | $311K |
| Koesten, Hirschmann & Crabtree, INC. | 0.15% | Add +4.8% | 11,550 | $301K |
| United Capital Financial Advisors, LLC | 0.00% | Add +21.1% | 11,195 | $291K |
| Seaview Investment Managers LLC | 0.10% | Add +31.4% | 11,006 | $287K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.8% | 10,763 | $280K |
| MML Investors Services, LLC | 0.00% | Reduce -10.2% | 10,480 | $273K |
| Keeler Thomas Management LLC | 0.11% | Reduce -80.6% | 10,257 | $267K |
| Sterling Investment Advisors, Ltd. | 0.05% | No change | 10,115 | $264K |
| Kintra Wealth, LLC | 0.02% | New | 10,062 | $262K |
| Redwood Financial Network Corp | 0.16% | New | 9,500 | $248K |
| Bessemer Group Inc. | 0.00% | New | 9,138 | $238K |
| Wilkins Miller Wealth Management, LLC | 0.14% | Reduce -0.8% | 9,100 | $237K |
| Truist Financial Corp. | 0.00% | Add +5.1% | 9,056 | $236K |
| Mutual Advisors, LLC | 0.00% | Add +0.3% | 8,411 | $219K |
| Romano Brothers and Company | 0.02% | New | 8,299 | $216K |
| Addison Advisors LLC | 0.05% | Add +7.6% | 8,125 | $212K |
| Belpointe Asset Management LLC | 0.01% | New | 7,951 | $207K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 7,888 | $206K |
| Thrivent Financial for Lutherans | 0.00% | No change | 7,853 | $205K |
| Rockefeller Capital Management L.P. | 0.00% | Add +93.2% | 5,565 | $145K |
| CNB Bank | 0.05% | Reduce -0.4% | 4,713 | $123K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -8.9% | 4,022 | $105K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 3,836 | $100K |
| 10Elms LLP | 0.06% | Add +86.8% | 3,550 | $93K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,603 | $42K |
| United Community Bank | 0.01% | New | 1,465 | $38K |
| Ballast Advisors LLC | 0.01% | New | 1,159 | $30K |
| Bogart Wealth, LLC | 0.00% | Add +100.2% | 1,133 | $30K |
| FMR LLC | 0.00% | New | 1,004 | $26K |
| Fifth Third Bancorp | 0.00% | New | 959 | $25K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.4% | 898 | $23K |
| AE Wealth Management LLC | 0.00% | New | 854 | $22K |
| Princeton Global Asset Management LLC | 0.00% | No change | 400 | $10K |
| Signature Resources Capital Management, LLC | 0.00% | New | 106 | $3K |
| BlackRock, Inc. | 0.00% | No change | 50 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6 | $156 |
"% of holder's portfolio" is IBDZ's weight in each manager's 13F, not the share of ISHARESIBONDSDEC2034TMCORP the manager owns.