IBDX institutional holders

iShares iBonds Dec 2032 Term Corporate ETF · 234 reporting institutions · $1.3B reported value

Funds that can replace IBDX · IBDX return decomposition

Institutional holdings

Institutions reporting IBDX, largest first
InstitutionReported positionAdvisors at firmReport period
Aptus Capital Advisors, LLC$162.6M212026-06-30
Capital Investment Advisors, LLC$88.3M592026-06-30
Wells Fargo & Company/mn$77.8M02026-06-30
Capital Advisors Inc/ok$71.1M02026-06-30
Morgan Stanley$65.3M23,1852026-06-30
Bank of America Corp /de$64.6M02026-06-30
Sigma Investment Counselors Inc$39.9M102026-06-30
Royal Bank of Canada$33.9M02026-06-30
UBS Group AG$30.5M02026-06-30
Klingman & Associates, LLC$29.6M92026-06-30
Raymond James Financial Inc$29.3M02026-06-30
Summit Financial, LLC$29.2M2292026-06-30
Seven Springs Wealth Group, LLC$26.8M82026-06-30
Sound View Wealth Advisors Group, LLC$25.3M92026-06-30
Ameriprise Financial Inc$23.8M02026-06-30
US Bancorp$22.9M02026-06-30
Newedge Advisors$22.1M6012026-06-30
Hightower Advisors, LLC$21.7M1,0462026-06-30
Advisors Capital Management, LLC$21.7M592026-06-30
Cowa, LLC$19.5M52026-06-30
Mv Capital Management, Inc.$19.5M82026-06-30
Arrow Financial Corp$15.9M02026-06-30
Lpl Financial LLC$14.2M23,4582026-06-30
Commonwealth Equity Services, LLC$13.3M2,8632026-06-30
Mb, Levis & Associates, LLC$13.3M22026-06-30
Rockefeller Capital Management LP$13.3M3462026-06-30
Pfg Private Wealth Management, LLC$12.8M62026-06-30
Ironwood Financial, LLC$11.6M82026-06-30
Probity Advisors, Inc.$10.5M72026-06-30
Parkway Wealth Management Group, LLC$10.1M182026-06-30
Atlantic Union Bankshares Corp$9.6M02026-06-30
Cornerstone Planning, LLC$9.6M112026-06-30
Guidance Point Advisors, LLC$8.2M52026-06-30
Snowden Capital Advisors LLC$7.5M1222026-06-30
Lyell Wealth Management LP$6.7M02026-06-30
Parallel Advisors, LLC$6.7M752026-06-30
Mcf Advisors LLC$6.5M332026-06-30
Howland Capital Management LLC$6.4M112026-06-30
Concurrent Investment Advisors, LLC$6.4M3492026-06-30
4thought Financial Group Inc.$6.3M52026-06-30
Hancock Whitney Corp$6.2M02026-06-30
Lido Advisors, LLC$6.2M3202026-06-30
Krilogy$5.5M642026-06-30
Marathon Mission, Inc.$5.3M32026-06-30
Praetorian Wealth Management, Inc.$5M72026-06-30
Envestnet Pmc$4.9M602026-06-30
Northwestern Mutual Wealth Management Co$4.6M02026-06-30
Kintra Wealth, LLC$4.5M472026-06-30
Glenview Trust Co$4.4M02026-06-30
Signature Wealth Management Group$4.3M02026-03-31
Precedent Wealth Partners, LLC$4.2M182026-06-30
Rwa Wealth Partners, LLC$4.2M722026-06-30
Mercer Global Advisors Inc /adv$4.1M02026-06-30
Cwm, LLC$3.9M6672026-03-31
Benjamin Edwards Inc$3.9M02026-06-30
Onedigital Investment Advisors LLC$3.8M3862026-06-30
Evergreen Private Wealth LLC$3.7M42026-06-30
Neuberger Berman Group LLC$3.6M02026-06-30
Adirondack Trust Co$3.5M02026-06-30
Ep Wealth Advisors, LLC$3.3M3382026-06-30
Houlihan Financial Resource Group, Ltd.$3.3M32026-06-30
Wealth Enhancement Advisory Services, LLC$3.1M1,0262026-06-30
Quantum Financial Advisors, LLC$3.1M02026-06-30
Kestra Advisory Services, LLC$3.1M1,4792026-06-30
Paradigm, Strategies In Wealth Management, LLC$2.9M32026-06-30
Seneca House Advisors$2.9M02026-06-30
Arcataur Capital Management LLC$2.7M72026-06-30
Sanctuary Advisors, LLC$2.7M4012026-06-30
Meitav Investment House Ltd$2.6M02026-06-30
Modern Wealth Management, LLC$2.6M1612026-06-30
Cetera Investment Advisers$2.5M10,3702026-06-30
Rossmore Private Capital$2.5M42026-06-30
Segment Wealth Management, LLC$2.4M32026-06-30
Stonebrook Private Inc.$2.4M32026-06-30
Central Trust Co$2.4M02026-06-30
Hills Bank & Trust Co$2.3M02026-06-30
First National Trust Co$2.3M02026-06-30
United Capital Financial Advisors, LLC$2.2M1662026-06-30
Fulton Breakefield Broenniman LLC$2.2M112026-06-30
Winthrop Partners - Wny, LLC$2.2M42026-06-30
Osaic Holdings, Inc.$2M02026-06-30
Ifp Advisors, Inc$2M3182026-06-30
Archford Capital Strategies, LLC$2M162026-06-30
Absolute Capital Management, LLC$2M32026-06-30
Associated Banc-Corp$2M02026-06-30
Centric Wealth Management$1.9M72026-06-30
Assembly Wealth$1.8M62026-06-30
Oppenheimer & Co. Inc.$1.7M1,1662026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$1.7M992026-06-30
10elms LLP$1.6M42026-06-30
Wilkins Miller Wealth Management, LLC$1.6M22026-06-30
Lbmc Investment Advisors, LLC$1.5M32026-06-30
Chesley Taft & Associates LLC$1.4M62026-06-30
Novapoint Capital LLC$1.4M42026-06-30
Coldstream Capital Management Inc$1.4M1362026-06-30
Beacon Financial Group$1.3M82026-06-30
McGlone Suttner Wealth Management, Inc.$1.3M82026-06-30
J.W. Cole Advisors, Inc.$1.2M4992026-06-30
Venture Visionary Partners LLC$1.2M312026-06-30
Princeton Global Asset Management LLC$1.1M172026-06-30
Montecito Bank & Trust$1.1M02026-06-30
Beacon Pointe Advisors, LLC$1M4662026-06-30
Jane Street Group, LLC$1M02026-06-30
Little House Capital, LLC$1M82026-06-30
Jacobi Capital Management LLC$1M322026-06-30
Bullock Wealth Management Group$1M92026-06-30
Gilbert & Cook, Inc.$979.4K182026-06-30
Sonata Capital Group Inc$966.2K52026-06-30
Redw Wealth LLC$949K82026-06-30
Susquehanna International Group, LLP$948.8K02026-06-30
First Interstate Bank$881.2K02026-06-30
Reliant Wealth Planning, LLC$867.1K62026-06-30
Gradient Capital Advisors, LLC$864.8K52026-06-30
Farmers National Bank$858.5K02026-06-30
Hamel Associates, Inc.$813.3K42026-06-30
Stokes Family Office LLC$786.7K122026-06-30
Breachway Investments LLC$777.1K12026-06-30
Sterling Investment Advisors, Ltd.$756.3K72026-06-30
Stifel Financial Corp$740.1K02026-06-30
Assuredpartners Investment Advisors$731.7K292026-06-30
Valmark Advisers, Inc.$726.5K2952026-06-30
Fort Washington Investment Advisors Inc /oh$716.6K02026-06-30
Focused Alpha, LLC$704.8K62026-06-30
Romano Wealth Management$704.1K112026-06-30
Belpointe Asset Management LLC$701K1702026-06-30
Aspen Wealth Management LLC$668.9K82026-06-30
Captrust Financial Advisors$645.3K9622026-06-30
Fifth Third Bancorp$628.4K02026-06-30
Decisionmap Wealth Management, LLC$627.3K42026-06-30
Headinvest, LLC$626.2K72026-06-30
Great Diamond Partners, LLC$624.8K82026-06-30
Integrated Wealth Concepts LLC$624.7K4802026-06-30
Freestone Capital Holdings, LLC$622.4K662026-06-30
Cfo Capital Management LLC$611.4K02026-03-31
Fourthought Financial Partners, LLC$594.6K112026-06-30
Summitry LLC$588.2K282026-06-30
Creative Planning$562.7K1,1712026-06-30
Cornell Pochily Investment Advisors, Inc.$555.2K52026-06-30
Focus Partners Wealth$553.8K1,0482026-06-30
Sowell Financial Services LLC$549.8K1082026-06-30
Xml Financial, LLC$549.3K282026-06-30
Jones Financial Companies LLLP$545.3K02026-06-30
Advisory Services Network$541.5K2532026-06-30
Dearborn Partners LLC$540K92026-06-30
Sarver Vrooman Wealth Advisors$538.3K42026-06-30
Kestra Private Wealth Services, LLC$533.7K2062026-06-30
Cherry Tree Wealth Management, LLC$517.3K92026-03-31
Clearstead; Clearstead Advisory Solutions$515.8K642026-06-30
Comerica Bank$508K02025-12-31
Leavell Investment Management, Inc.$489.4K252026-06-30
Farther Finance Advisors, LLC$460.6K3342026-06-30
Spinnaker Trust$454.3K02026-06-30
Gryphon Financial Partners LLC$447.8K162026-06-30
Redwood Financial Network Corp$442.8K82026-06-30
Mutual Advisors, LLC$404K1532026-06-30
Dorsey & Whitney Trust Co LLC$403K02026-06-30
Daviman Financial, LLC$395K42026-06-30
Koesten, Hirschmann & Crabtree, Inc.$387.5K72026-06-30
Van Hulzen Asset Management, LLC$383.4K192026-06-30
Cary Street Partners Financial LLC$383.3K02026-06-30
Jpmorgan Chase & Co$368.6K02026-06-30
Diversify Advisory Services, LLC$366.3K1162026-06-30
Diversify Wealth Management, LLC$366.3K782026-06-30
James Investment Research Inc$354.4K82026-06-30
Penobscot Investment Management Company, Inc.$353.3K82026-06-30
Woodmont Investment Counsel LLC$339.6K92026-06-30
PNC Financial Services Group, Inc.$336.8K02026-06-30
Merit Financial Group, LLC$324.2K2952026-06-30
Nestegg Advisors, Inc.$322K32026-06-30
Bank of New Hampshire$313.1K02026-06-30
Truist Financial Corp$311.9K02026-06-30
Berkshire Money Management, Inc.$309.5K102026-06-30
Marble Trail Advisors$305.2K42026-06-30
Great Valley Advisor Group, LLC$300K2052026-06-30
MML Investors Services, LLC$299.2K5,1202026-06-30
Sax Wealth Advisors, LLC$291.9K422026-06-30
Citadel Advisors LLC$290K02026-06-30
Koshinski Asset Management, Inc.$276.4K692026-06-30
Foundation Wealth Management, LLC$267.8K42026-06-30
Naples Global Advisors, LLC$266.8K162026-06-30
Cooper/haims Advisors, LLC$262.2K92026-06-30
Stratos Wealth Partners, Ltd.$258.8K3862026-06-30
Nwam LLC$250K622026-06-30
Granite Harbor Advisors, Inc.$247.8K102026-06-30
Private Advisor Group, LLC$245.5K9272026-06-30
Journey Advisory Group, LLC$244.3K182026-06-30
Cva Family Office, LLC$244.3K82026-06-30
Mosaic Family Wealth Partners, LLC$243.5K192026-06-30
Madrid Wealth Management, LLC$239.7K42026-06-30
Newman Dignan & Sheerar, Inc.$238.2K62026-06-30
1900 Wealth$225.1K182026-06-30
Arkadios Wealth Advisors$221.6K2262026-06-30
Midfirst Bank$215.2K02026-06-30
Hyposwiss Advisors SA$212.2K12026-06-30
Cgn Advisors LLC$211K362026-06-30
Hendershot Investments Inc.$205.5K42026-06-30
Accretive Wealth Partners, LLC$201.1K42026-06-30
Choreo, LLC$200.9K1482026-06-30
Crews Bank & Trust$145K02026-06-30
Jupiter Wealth Management LLC$128.5K32026-06-30
Bogart Wealth, LLC$118.9K242026-06-30
Physician Wealth Advisors, Inc.$115.7K92026-06-30
Fiduciary Financial Advisors$90.3K512026-06-30
Cnb Bank$82K02026-06-30
Rossby Financial, Lcc$64.9K312026-06-30
Ballast Advisors LLC$60.3K62026-06-30
Trust Co of Vermont$50.7K02026-06-30
Harbor Investment Advisory, LLC$50.4K312026-06-30
Trust Co$50.1K02026-06-30
Signaturefd, LLC$50.1K492026-06-30
Clearstead Trust, LLC$47.8K02026-06-30
Eastern Bank$42.8K02026-06-30
United Community Bank$38.3K02026-06-30
Fairway Wealth LLC$36.3K152026-06-30
Global Retirement Partners LLC$30.4K4912026-06-30
Ashton Thomas Private Wealth, LLC$29.1K962026-06-30
Allworth Financial, LP$21.4K3172026-06-30
Barclays PLC$20.3K02026-06-30
Bank of Montreal /can$15K02026-06-30
Key Financial, Inc.$14.2K82026-06-30
Hm Payson & Co$12.6K02026-06-30
Janney Montgomery Scott LLC$12.1K1,3422026-06-30
McGuire Capital Advisors Inc$9.8K42026-06-30
Vanguard Advisers Inc$6.5K2,4692026-06-30
Nbh Bank$5.7K02026-06-30
Peloton Wealth Strategists$4.6K32026-06-30
Roble, Belko and Company, Inc.$1.8K82026-06-30
Blackrock, Inc.$1.3K02026-06-30
Cambridge Investment Research Advisors, Inc.$4513,9402026-03-31
Banque Cantonale Vaudoise$33102026-06-30
Betterment LLC$238282026-06-30
Steward Partners Investment Advisory, LLC$2024812026-06-30
Hemington Wealth Management$6602025-09-30
O'Shaughnessy Asset Management, LLC$25582026-06-30

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