IBDT institutional holders

iShares iBonds Dec 2028 Term Corporate ETF · 450 reporting institutions · $3B reported value

Funds that can replace IBDT · IBDT return decomposition

Institutional holdings

Institutions reporting IBDT, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$240.5M02026-06-30
Mercer Global Advisors Inc /adv$139.7M02026-06-30
Morgan Stanley$121.7M23,1852026-06-30
Lido Advisors, LLC$106.7M3202026-06-30
Capital Investment Advisors, LLC$98.2M592026-06-30
UBS Group AG$95.2M02026-06-30
Capital Advisors Inc/ok$90.2M02026-06-30
Raymond James Financial Inc$83.7M02026-06-30
Hm Payson & Co$80.2M02026-06-30
Lpl Financial LLC$73.1M23,4582026-06-30
Vishria Bird Financial Group, LLC$66.5M02025-09-30
Hightower Advisors, LLC$46M1,0462026-06-30
Ameriprise Financial Inc$43.4M02026-06-30
Royal Bank of Canada$42.3M02026-06-30
Sound View Wealth Advisors Group, LLC$42.1M92026-06-30
Wells Fargo & Company/mn$41M02026-06-30
Hcm Wealth Advisors$38.4M92026-06-30
Summitry LLC$38.1M282026-06-30
Woodmont Investment Counsel LLC$36.7M92026-06-30
Gratus Wealth Advisors, LLC$35.6M62026-06-30
Kathmere Capital Management, LLC$35.1M172026-06-30
Sigma Investment Counselors Inc$33.8M102026-06-30
Howland Capital Management LLC$33.1M112026-06-30
Klingman & Associates, LLC$32.7M92026-06-30
Rvw Wealth, LLC$30.5M82026-06-30
Baltimore-Washington Financial Advisors, Inc.$27.5M132026-06-30
Summit Financial, LLC$27.5M2292026-06-30
Commonwealth Equity Services, LLC$27.1M2,8632026-06-30
Captrust Financial Advisors$27M9622026-06-30
Stifel Financial Corp$27M02026-06-30
Kestra Advisory Services, LLC$25.3M1,4792026-06-30
Tabr Capital Management, LLC$23.9M22026-06-30
Truist Financial Corp$23.7M02026-06-30
Newedge Advisors$21.5M6012026-06-30
Mv Capital Management, Inc.$20.3M82026-06-30
Benjamin Edwards Inc$19.7M02026-06-30
US Bancorp$19.5M02026-06-30
Summit Asset Management, LLC$19M62026-06-30
Rebalance, LLC$17.2M92026-06-30
Blackrock, Inc.$17M02026-06-30
Mesirow Financial Investment Management, Inc.$16.5M922026-06-30
Spinnaker Trust$16.1M02026-06-30
Sanctuary Advisors, LLC$15.5M4012026-06-30
Arrow Financial Corp$14.9M02026-06-30
Central Trust Co$14.7M02026-06-30
Glenview Trust Co$14.6M02026-06-30
Novem Group$14.2M322026-06-30
Strid Group, LLC$13.5M92026-06-30
Northwestern Mutual Wealth Management Co$13.5M02026-06-30
Lyell Wealth Management LP$13.4M02026-06-30
Stratos Wealth Partners, Ltd.$13.3M3862026-06-30
Integrated Wealth Concepts LLC$13.2M4802026-06-30
Windsor Capital Management, LLC$13M62026-06-30
Cornerstone Planning, LLC$13M112026-06-30
Focus Partners Wealth$12.9M1,0482026-06-30
Snowden Capital Advisors LLC$12.9M1222026-06-30
First National Trust Co$12.8M02026-06-30
First International Bank of Israel Ltd.$10.2M02026-06-30
Ironwood Financial, LLC$10.1M82026-06-30
Northstar Group, Inc.$9.9M52026-06-30
Allworth Financial, LP$9.9M3172026-06-30
Beacon Pointe Advisors, LLC$9.6M4662026-06-30
Atria Investments, Inc$9.5M62026-06-30
Arcadia Investment Advisors LLC$9.3M32026-06-30
Envestnet Pmc$9.3M602026-06-30
Global Retirement Partners LLC$9.2M4912026-06-30
Cetera Investment Advisers$9M10,3702026-06-30
Ep Wealth Advisors, LLC$8.7M3382026-06-30
Parallel Advisors, LLC$8.6M752026-06-30
Investrust$8.4M02026-06-30
Merit Financial Group, LLC$8.3M2952026-06-30
Eight 31 Financial, LLC$8.1M42026-06-30
Pfg Private Wealth Management, LLC$7.7M62026-06-30
Ifp Advisors, Inc$7.7M3182026-06-30
Composition Wealth, LLC$7.6M762026-06-30
Lbmc Investment Advisors, LLC$7.1M32026-06-30
Praetorian Wealth Management, Inc.$7M72026-06-30
Jones Financial Companies LLLP$6.9M02026-06-30
Quantum Financial Advisors, LLC$6.9M02026-06-30
Cwm, LLC$6.8M6672026-03-31
United Capital Financial Advisors, LLC$6.8M1662026-06-30
Guidance Point Advisors, LLC$6.7M52026-06-30
Beese Fulmer Investment Management, Inc.$6.7M72026-06-30
Hamel Associates, Inc.$6.6M42026-06-30
Sonata Capital Group Inc$6.6M52026-06-30
Penobscot Investment Management Company, Inc.$6.6M82026-06-30
Minichmacgregor Wealth Management, LLC$6.4M82026-06-30
Virginia Wealth Management Group, Inc.$6.3M32026-06-30
Heartland Bank & Trust Co$6.2M02026-06-30
Cheviot Value Management, LLC$6.2M82026-06-30
Mcf Advisors LLC$6.2M332026-06-30
Harbor Advisory Corp /ma$6.1M32026-06-30
Cherry Tree Wealth Management, LLC$5.9M92026-03-31
Houlihan Financial Resource Group, Ltd.$5.8M32026-06-30
Leavell Investment Management, Inc.$5.8M252026-06-30
Osaic Holdings, Inc.$5.8M02026-06-30
Droms Strauss Advisors Inc /mo/ /adv$5.7M52026-06-30
Wick Capital Partners, LLC$5.7M112026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$5.6M992026-06-30
Signature Wealth Management Group$5.6M02026-03-31
4thought Financial Group Inc.$5.4M52026-06-30
Atlantic Union Bankshares Corp$5.4M02026-06-30
Winthrop Partners - Wny, LLC$5.3M42026-06-30
Krilogy$5.2M642026-06-30
Hancock Whitney Corp$5.1M02026-06-30
Crews Bank & Trust$5.1M02026-06-30
Leo Wealth, LLC$5M152026-03-31
10elms LLP$4.9M42026-06-30
Onedigital Investment Advisors LLC$4.9M3862026-06-30
Moneco Advisors, LLC$4.8M502026-06-30
Creative Planning$4.8M1,1712026-06-30
Twin Cities Retirement Group$4.8M22026-06-30
Chicago Partners Investment Group LLC$4.7M572026-06-30
Members Wealth LLC$4.6M52026-06-30
Centric Wealth Management$4.6M72026-06-30
Sowell Financial Services LLC$4.6M1082026-06-30
Laurel Wealth Advisors LLC$4.6M62026-06-30
Valmark Advisers, Inc.$4.5M2952026-06-30
Kintra Wealth, LLC$4.4M472026-06-30
Cabot Wealth Management Inc$4.3M92026-06-30
Fulton Breakefield Broenniman LLC$4.2M112026-06-30
Precedent Wealth Partners, LLC$4.1M182026-06-30
Great Diamond Partners, LLC$4.1M82026-06-30
Regions Financial Corp$4M02026-06-30
Wealth Enhancement Advisory Services, LLC$4M1,0262026-06-30
Rossmore Private Capital$4M42026-06-30
Sax Wealth Advisors, LLC$3.9M422026-06-30
Madden Advisory Services, Inc.$3.9M22026-06-30
Evergreen Private Wealth LLC$3.8M42026-06-30
Sightline Wealth Advisors, LLC$3.7M42026-06-30
Commonwealth Financial Services, LLC$3.7M152026-06-30
Godshalk Welsh Capital Management, Inc.$3.7M12026-06-30
J.W. Cole Advisors, Inc.$3.4M4992026-06-30
Mtm Investment Management, LLC$3.4M52026-06-30
Probity Advisors, Inc.$3.4M72026-06-30
The Goff Financial Group$3.4M22026-06-30
Stonebrook Private Inc.$3.3M32026-06-30
Ascend Investment Partners$3.3M52026-06-30
Mariner, LLC$3.2M02026-06-30
Littlejohn Financial Services Inc$3.2M42026-06-30
Adirondack Trust Co$3.1M02026-06-30
Harbor Investment Advisory, LLC$3.1M312026-06-30
Breachway Investments LLC$3M12026-06-30
Associated Banc-Corp$3M02026-06-30
Lifeplan Financial, LLC$2.9M22026-06-30
Venture Visionary Partners LLC$2.9M312026-06-30
High Note Wealth, LLC$2.9M42026-06-30
Assuredpartners Investment Advisors$2.8M292026-06-30
First Manhattan Co. Llc.$2.8M662026-06-30
Resonant Capital Advisors, LLC$2.7M152026-06-30
Marathon Mission, Inc.$2.7M32026-06-30
Cornell Pochily Investment Advisors, Inc.$2.6M52026-06-30
Kestra Private Wealth Services, LLC$2.6M2062026-06-30
Chesley Taft & Associates LLC$2.6M62026-06-30
Jpmorgan Chase & Co$2.5M02026-06-30
Modern Wealth Management, LLC$2.5M1612026-06-30
Fourthought Financial Partners, LLC$2.4M112026-06-30
McGlone Suttner Wealth Management, Inc.$2.4M82026-06-30
Lfa - Lugano Financial Advisors SA$2.4M02026-06-30
Cowa, LLC$2.4M52026-06-30
Arcataur Capital Management LLC$2.4M72026-06-30
Segment Wealth Management, LLC$2.3M32026-06-30
Paradigm, Strategies In Wealth Management, LLC$2.2M32026-06-30
Fortis Capital Management LLC$2.2M152026-06-30
Woodley Farra$2.2M112026-06-30
Keeler Thomas Management LLC$2.2M52026-06-30
Coldstream Capital Management Inc$2.2M1362026-06-30
Integrated Advisors Network LLC$2.1M792026-06-30
Hills Bank & Trust Co$2.1M02026-06-30
Ifg Advisory, LLC$2M1102026-06-30
Foundation Wealth Management, LLC$2M42026-06-30
Riverchase Wealth Management, LLC$2M32026-06-30
Wilkins Miller Wealth Management, LLC$2M22026-06-30
Foundry Financial Group, Inc.$1.9M72026-06-30
Tfr Capital, Llc.$1.9M52026-06-30
Sequoia Financial Group, LLC$1.9M2582026-06-30
Fifth Third Bancorp$1.8M02026-06-30
Equitable Holdings, Inc.$1.8M02026-06-30
Meiji Yasuda Life Insurance Co$1.8M02026-06-30
Assembly Wealth$1.8M62026-06-30
Reliant Wealth Planning, LLC$1.8M62026-06-30
Forvis Mazars Wealth Advisors, LLC$1.7M832026-06-30
Weaver Consulting Group, LLC$1.7M42026-06-30
Scissortail Wealth Management, LLC$1.7M82026-06-30
Beacon Financial Group$1.7M82026-06-30
Cove Private Wealth, LLC$1.7M52026-06-30
Princeton Global Asset Management LLC$1.6M172026-06-30
Bank of New York Mellon Corp$1.6M02026-06-30
Bullock Wealth Management Group$1.5M92026-06-30
Cyr Financial Inc.$1.5M52026-06-30
Advance Capital Management, Inc.$1.5M312026-06-30
Davenport & Co LLC$1.5M3392026-06-30
Barrett & Company, Inc.$1.5M42026-06-30
One Plus One Wealth Management, LLC$1.5M02026-06-30
Meitav Investment House Ltd$1.5M02026-06-30
Jefferson Bridge Capital, LLC$1.5M32026-06-30
Mendota Financial Group, LLC$1.4M62026-06-30
Bridgeport Financial Solutions$1.4M132026-06-30
Jacobi Capital Management LLC$1.4M322026-06-30
Smith, Moore & Co.$1.4M452026-06-30
Cary Street Partners Financial LLC$1.4M02026-06-30
Montecito Bank & Trust$1.4M02026-06-30
Farther Finance Advisors, LLC$1.4M3342026-06-30
Gould Asset Management LLC /ca$1.4M02026-06-30
Beaumont Financial Advisors, LLC$1.4M162026-06-30
Briggs Wealth Management, Inc$1.4M32026-06-30
Baron Silver Stevens Financial Advisors, LLC$1.4M82026-06-30
Jane Street Group, LLC$1.4M02026-06-30
Clearstead; Clearstead Advisory Solutions$1.3M642026-06-30
Gilbert Capital Group$1.3M12026-06-30
Signaturefd, LLC$1.3M492026-06-30
One Day In July LLC$1.3M142026-06-30
Dearborn Partners LLC$1.3M92026-06-30
Old Mission Capital LLC$1.3M02026-06-30
Meridian Wealth Management, LLC$1.3M582026-06-30
Alti Global, Inc.$1.3M02026-06-30
Drive Wealth Advisers$1.2M172026-06-30
Rockefeller Capital Management LP$1.2M3462026-06-30
Farmers National Bank$1.2M02026-06-30
Archford Capital Strategies, LLC$1.2M162026-06-30
Neuberger Berman Group LLC$1.2M02026-06-30
Blue Square Asset Management, LLC$1.2M72026-06-30
Valley Wealth Managers, Inc.$1.2M472026-06-30
Baird Financial Group, Inc.$1.2M02026-06-30
Wesbanco Investment Department$1.2M12026-06-30
Cgn Advisors LLC$1.1M362026-06-30
Austin Private Wealth, LLC$1.1M02025-12-31
Private Advisor Group, LLC$1.1M9272026-06-30
Aspen Wealth Management LLC$1.1M82026-06-30
Conrad Siegel Investment Advisors$1.1M242026-06-30
Flagship Harbor Advisors, LLC$1M602026-06-30
Aqr Capital Management LLC$997.4K12026-06-30
Belpointe Asset Management LLC$993.8K1702026-06-30
Xy Planning Network, Inc.$981.7K02026-06-30
Midfirst Bank$971.5K02026-06-30
First National Bank & Trust Co of Newtown$971.1K02026-06-30
Romano Wealth Management$969.3K112026-06-30
TD Waterhouse Canada Inc.$945.4K02026-06-30
Concurrent Investment Advisors, LLC$937.1K3492026-06-30
Cerity Partners LLC$915.9K7772026-06-30
Granite Harbor Advisors, Inc.$895.8K102026-06-30
Balentine LLC$895.4K182026-06-30
Kom Wealth Management Group, LLC$888.1K62026-06-30
River's Edge Wealth Management, LLC$870.7K42026-06-30
Cva Family Office, LLC$857.5K82026-06-30
Foundations Investment Advisors, LLC$856.6K3022026-06-30
Walleye Partners LLC$851K32026-06-30
4j Wealth Management, LLC$844.9K42026-06-30
Prosperity Planning, Inc.$840K112026-06-30
Decisionmap Wealth Management, LLC$834.4K42026-06-30

The 250 largest of 450 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30