IBDW institutional holders

iShares iBonds Dec 2031 Term Corporate ETF · 300 reporting institutions · $2B reported value

Funds that can replace IBDW · IBDW return decomposition

Institutional holdings

Institutions reporting IBDW, largest first
InstitutionReported positionAdvisors at firmReport period
Aptus Capital Advisors, LLC$156.8M212026-06-30
Bank of America Corp /de$114M02026-06-30
Morgan Stanley$101.5M23,1852026-06-30
Capital Investment Advisors, LLC$84M592026-06-30
Raymond James Financial Inc$72.8M02026-06-30
Capital Advisors Inc/ok$70.2M02026-06-30
Venture Visionary Partners LLC$65M312026-06-30
Hightower Advisors, LLC$63.6M1,0462026-06-30
Wells Fargo & Company/mn$48.6M02026-06-30
Sarver Vrooman Wealth Advisors$46.1M42026-06-30
Royal Bank of Canada$42.9M02026-06-30
UBS Group AG$41.2M02026-06-30
Sigma Investment Counselors Inc$39.6M102026-06-30
Mercer Global Advisors Inc /adv$39.4M02026-06-30
Advisors Capital Management, LLC$38.7M592026-06-30
Klingman & Associates, LLC$36.8M92026-06-30
Summitry LLC$34.6M282026-06-30
Ameriprise Financial Inc$32M02026-06-30
Summit Financial, LLC$29.2M2292026-06-30
Sound View Wealth Advisors Group, LLC$27.6M92026-06-30
Newedge Advisors$25.2M6012026-06-30
Woodmont Investment Counsel LLC$23.5M92026-06-30
Vishria Bird Financial Group, LLC$19.4M02025-09-30
Mv Capital Management, Inc.$19.2M82026-06-30
US Bancorp$18.6M02026-06-30
Ep Wealth Advisors, LLC$18.1M3382026-06-30
Blackrock, Inc.$17M02026-06-30
Commonwealth Equity Services, LLC$16.7M2,8632026-06-30
Arrow Financial Corp$15.5M02026-06-30
Lpl Financial LLC$15.1M23,4582026-06-30
Howland Capital Management LLC$14.3M112026-06-30
Ironwood Financial, LLC$13.6M82026-06-30
Rockefeller Capital Management LP$13.4M3462026-06-30
Envision Financial Planning, LLC$13.4M72026-06-30
Lido Advisors, LLC$12.6M3202026-06-30
Mariner, LLC$12.2M02026-06-30
Pfg Private Wealth Management, LLC$12.1M62026-06-30
Probity Advisors, Inc.$11.9M72026-06-30
Jane Street Group, LLC$11.1M02026-06-30
First National Trust Co$10.8M02026-06-30
Truist Financial Corp$10.6M02026-06-30
Parkway Wealth Management Group, LLC$10.1M182026-06-30
Kestra Advisory Services, LLC$9.9M1,4792026-06-30
Atlantic Union Bankshares Corp$9.7M02026-06-30
Cornerstone Planning, LLC$9.6M112026-06-30
Windsor Capital Management, LLC$9M62026-06-30
Cowa, LLC$9M52026-06-30
Northwestern Mutual Wealth Management Co$9M02026-06-30
Guidance Point Advisors, LLC$9M52026-06-30
Glenview Trust Co$9M02026-06-30
Hills Bank & Trust Co$8.4M02026-06-30
Spreng Capital Management, Inc.$8.2M32026-06-30
Snowden Capital Advisors LLC$8.1M1222026-06-30
Lyell Wealth Management LP$7.7M02026-06-30
Moseley Investment Management Inc$7.4M42026-03-31
Envestnet Pmc$7.4M602026-06-30
Concurrent Investment Advisors, LLC$6.6M3492026-06-30
Parallel Advisors, LLC$6.5M752026-06-30
Praetorian Wealth Management, Inc.$6.4M72026-06-30
4thought Financial Group Inc.$6.3M52026-06-30
Cheviot Value Management, LLC$6.2M82026-06-30
Hancock Whitney Corp$6.2M02026-06-30
Droms Strauss Advisors Inc /mo/ /adv$5.8M52026-06-30
Beaumont Asset Management, LLC$5.8M32026-06-30
Osaic Holdings, Inc.$5.6M02026-06-30
Krilogy$5.6M642026-06-30
Adirondack Trust Co$5.4M02026-06-30
Virginia Wealth Management Group, Inc.$5M32026-06-30
Sanctuary Advisors, LLC$4.9M4012026-06-30
Central Trust Co$4.8M02026-06-30
Winthrop Partners - Wny, LLC$4.6M42026-06-30
Signature Wealth Management Group$4.4M02026-03-31
Chicago Partners Investment Group LLC$4.3M572026-06-30
Wilkins Miller Wealth Management, LLC$4.3M22026-06-30
Precedent Wealth Partners, LLC$4.2M182026-06-30
Apollon Wealth Management, LLC$4.2M1512026-06-30
Cwm, LLC$4M6672026-03-31
Benjamin Edwards Inc$4M02026-06-30
Cetera Investment Advisers$4M10,3702026-06-30
Houlihan Financial Resource Group, Ltd.$3.9M32026-06-30
Clearstead; Clearstead Advisory Solutions$3.9M642026-06-30
Onedigital Investment Advisors LLC$3.9M3862026-06-30
Rossmore Private Capital$3.6M42026-06-30
Quantum Financial Advisors, LLC$3.5M02026-06-30
Beacon Pointe Advisors, LLC$3.4M4662026-06-30
Neuberger Berman Group LLC$3.4M02026-06-30
Mcf Advisors LLC$3.2M332026-06-30
Members Wealth LLC$3.1M52026-06-30
Valmark Advisers, Inc.$2.9M2952026-06-30
Segment Wealth Management, LLC$2.9M32026-06-30
Ifp Advisors, Inc$2.9M3182026-06-30
Fulton Breakefield Broenniman LLC$2.8M112026-06-30
Wealth Enhancement Advisory Services, LLC$2.7M1,0262026-06-30
Stratos Wealth Partners, Ltd.$2.7M3862026-06-30
Marathon Mission, Inc.$2.6M32026-06-30
Atria Investments, Inc$2.6M62026-06-30
Jones Financial Companies LLLP$2.6M02026-06-30
Kintra Wealth, LLC$2.6M472026-06-30
Modern Wealth Management, LLC$2.5M1612026-06-30
Wealthstar Advisors, LLC$2.5M92026-06-30
Commonwealth Financial Services, LLC$2.5M152026-06-30
Stonebrook Private Inc.$2.4M32026-06-30
Hamel Associates, Inc.$2.4M42026-06-30
United Capital Financial Advisors, LLC$2.4M1662026-06-30
10elms LLP$2.3M42026-06-30
Susquehanna International Group, LLP$2.3M02026-06-30
Lifeplan Financial, LLC$2.2M22026-06-30
Archford Capital Strategies, LLC$2.2M162026-06-30
Lbmc Investment Advisors, LLC$2.1M32026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$2.1M992026-06-30
Associated Banc-Corp$2.1M02026-06-30
Laurel Wealth Advisors LLC$2M62026-06-30
Chesley Taft & Associates LLC$2M62026-06-30
Belpointe Asset Management LLC$2M1702026-06-30
Beese Fulmer Investment Management, Inc.$2M72026-06-30
Meridian Wealth Management, LLC$1.9M582026-06-30
Assuredpartners Investment Advisors$1.9M292026-06-30
Fourthought Financial Partners, LLC$1.9M112026-06-30
Romano Wealth Management$1.8M112026-06-30
Assembly Wealth$1.8M62026-06-30
Spinnaker Trust$1.7M02026-06-30
Penobscot Investment Management Company, Inc.$1.6M82026-06-30
J.W. Cole Advisors, Inc.$1.6M4992026-06-30
McGlone Suttner Wealth Management, Inc.$1.6M82026-06-30
Redw Wealth LLC$1.5M82026-06-30
Coldstream Capital Management Inc$1.5M1362026-06-30
Bullock Wealth Management Group$1.5M92026-06-30
Beacon Financial Group$1.5M82026-06-30
Resonant Capital Advisors, LLC$1.5M152026-06-30
Strid Group, LLC$1.5M92026-06-30
Stifel Financial Corp$1.4M02026-06-30
Godshalk Welsh Capital Management, Inc.$1.4M12026-06-30
Sowell Financial Services LLC$1.4M1082026-06-30
Focus Partners Wealth$1.4M1,0482026-06-30
Novapoint Capital LLC$1.4M42026-06-30
Creative Planning$1.4M1,1712026-06-30
Camelot Portfolios, LLC$1.4M32026-06-30
Drive Wealth Advisers$1.3M172026-06-30
Montecito Bank & Trust$1.3M02026-06-30
Bank of New Hampshire$1.3M02026-06-30
Breachway Investments LLC$1.3M12026-06-30
Absolute Capital Management, LLC$1.3M32026-06-30
Naples Global Advisors, LLC$1.3M162026-06-30
Integrated Wealth Concepts LLC$1.2M4802026-06-30
Paradigm, Strategies In Wealth Management, LLC$1.2M32026-06-30
Oppenheimer & Co. Inc.$1.2M1,1662026-06-30
Cherry Tree Wealth Management, LLC$1.1M92026-03-31
Merit Financial Group, LLC$1.1M2952026-06-30
Newman Dignan & Sheerar, Inc.$1.1M62026-06-30
Jacobi Capital Management LLC$1.1M322026-06-30
Yoder Wealth Management, Inc.$1M22026-06-30
Jefferson Bridge Capital, LLC$983.9K32026-06-30
Gilbert & Cook, Inc.$974.1K182026-06-30
Fifth Third Bancorp$953.3K02026-06-30
Farmers National Bank$952.6K02026-06-30
Little House Capital, LLC$930.7K82026-06-30
Cornell Pochily Investment Advisors, Inc.$924.6K52026-06-30
Captrust Financial Advisors$882.4K9622026-06-30
Hm Payson & Co$863.2K02026-06-30
Gradient Capital Advisors, LLC$850.3K52026-06-30
Sonata Capital Group Inc$847.4K52026-06-30
Leo Wealth, LLC$826.6K152026-03-31
Great Diamond Partners, LLC$799.9K82026-06-30
Bank of New York Mellon Corp$774.1K02026-06-30
Leavell Investment Management, Inc.$768K252026-06-30
Fiduciary Financial Advisors$757.3K512026-06-30
Koesten, Hirschmann & Crabtree, Inc.$710.6K72026-06-30
Baron Silver Stevens Financial Advisors, LLC$691.6K82026-06-30
Investrust$675.7K02026-06-30
Aspen Wealth Management LLC$668K82026-06-30
Harbor Advisory Corp /ma$651.7K32026-06-30
Redwood Financial Network Corp$650.5K82026-06-30
Conrad Siegel Investment Advisors$647.8K242026-06-30
Comerica Bank$645K02025-12-31
Fort Washington Investment Advisors Inc /oh$644.2K02026-06-30
Composition Wealth, LLC$632.8K762026-06-30
Decisionmap Wealth Management, LLC$626.8K42026-06-30
Freestone Capital Holdings, LLC$619.2K662026-06-30
Stokes Family Office LLC$614.4K122026-06-30
Cfo Capital Management LLC$610K02026-03-31
Xml Financial, LLC$578.5K282026-06-30
Kestra Private Wealth Services, LLC$563.4K2062026-06-30
Farther Finance Advisors, LLC$561.7K3342026-06-30
Summit Wealth Partners, LLC$552.6K122026-06-30
Harbor Investment Advisory, LLC$546.8K312026-06-30
Forvis Mazars Wealth Advisors, LLC$545.2K832026-06-30
Community Financial Services Group, LLC$523.9K02026-06-30
Dearborn Partners LLC$523.1K92026-06-30
Dorsey & Whitney Trust Co LLC$521K02026-06-30
Sax Wealth Advisors, LLC$513K422026-06-30
Twin Cities Retirement Group$494.3K22026-06-30
Great Valley Advisor Group, LLC$482K2052026-06-30
4j Wealth Management, LLC$479.5K42026-06-30
Advisory Services Network$474.2K2532026-06-30
Ellis Investment Partners, LLC$470.5K182026-06-30
Van Hulzen Asset Management, LLC$463.1K192026-06-30
Gryphon Financial Partners LLC$448.4K162026-06-30
American Money Management, LLC$437.7K112026-06-30
Crews Bank & Trust$434.7K02026-06-30
Greater Midwest Financial Group, LLC$429.6K82026-06-30
Foundation Wealth Management, LLC$426.8K42026-06-30
Clearstead Trust, LLC$425.6K02026-06-30
Princeton Global Asset Management LLC$425.4K172026-06-30
Midfirst Bank$417.6K02026-06-30
Lee Financial Co$416.8K312026-06-30
Sterling Investment Advisors, Ltd.$404K72026-06-30
Mutual Advisors, LLC$395.8K1532026-06-30
PNC Financial Services Group, Inc.$393.5K02026-06-30
Kovack Advisors, Inc.$389.7K2582026-06-30
First Interstate Bank$368.5K02026-06-30
Provise Management Group, LLC$367.1K192026-06-30
Mosaic Family Wealth Partners, LLC$364.9K192026-06-30
Simon Quick Advisors, LLC$362.3K402026-06-30
Brookstone Capital Management$353.3K3372026-06-30
Rvw Wealth, LLC$345.1K82026-06-30
Madrid Wealth Management, LLC$341.1K42026-06-30
Gilbert Capital Group$336.4K12026-06-30
1900 Wealth$332.8K182026-06-30
Passive Capital Management, Llc.$332.5K72026-06-30
Hyposwiss Advisors SA$332.1K12026-06-30
Cornerstone Wealth Management, LLC$324K02026-06-30
Cgn Advisors LLC$322.4K362026-06-30
Cary Street Partners Financial LLC$319.4K02026-06-30
Berkshire Money Management, Inc.$296.4K102026-06-30
Accretive Wealth Partners, LLC$289.6K42026-06-30
Prosperity Planning, Inc.$288.6K112026-06-30
Focused Alpha, LLC$288.1K62026-06-30
Reliant Wealth Planning, LLC$281.3K62026-06-30
Iht Wealth Management LLC$280.9K1592026-06-30
Marble Trail Advisors$278.4K42026-06-30
Tfr Capital, Llc.$274.5K52026-06-30
Beacon Financial Planning, Inc$272K62026-06-30
Gratus Wealth Advisors, LLC$264.5K62026-06-30
Avidian Wealth Enterprises, LLC$260.7K432026-06-30
Ascend Investment Partners$258K52026-06-30
Minichmacgregor Wealth Management, LLC$254.4K82026-06-30
Johnson Bixby & Associates, LLC$248.3K132026-06-30
Lincoln Capital Corp$246.5K32026-06-30
Journey Advisory Group, LLC$245.9K182026-06-30
Farnam Financial$243.1K32026-06-30
Granite Harbor Advisors, Inc.$240.6K102026-06-30
Koshinski Asset Management, Inc.$238.8K692026-06-30
Nwam LLC$235.7K622026-06-30
Hanover Advisors Inc$232.5K22026-06-30
Diversify Advisory Services, LLC$223.3K1162026-06-30
Diversify Wealth Management, LLC$223.3K782026-06-30
Global Retirement Partners LLC$220.9K4912026-06-30
MML Investors Services, LLC$214.9K5,1202026-06-30
Moors & Cabot, Inc.$213.5K822026-06-30
Scotia Capital Inc.$208.4K02026-06-30

The 250 largest of 300 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