IBDY institutional holders

iShares iBonds Dec 2033 Term Corporate ETF · 175 reporting institutions · $799M reported value

Funds that can replace IBDY · IBDY return decomposition

Institutional holdings

Institutions reporting IBDY, largest first
InstitutionReported positionAdvisors at firmReport period
Capital Investment Advisors, LLC$85M592026-06-30
Morgan Stanley$60.2M23,1852026-06-30
Bank of America Corp /de$55.2M02026-06-30
Capital Advisors Inc/ok$48.9M02026-06-30
Sigma Investment Counselors Inc$38.1M102026-06-30
Summit Financial, LLC$29.4M2292026-06-30
Summitry LLC$26.8M282026-06-30
Mv Capital Management, Inc.$24.3M82026-06-30
US Bancorp$22.2M02026-06-30
Hightower Advisors, LLC$19M1,0462026-06-30
Raymond James Financial Inc$19M02026-06-30
Envision Financial Planning, LLC$19M72026-06-30
Ameriprise Financial Inc$18.5M02026-06-30
Wells Fargo & Company/mn$17.5M02026-06-30
UBS Group AG$15.9M02026-06-30
Arrow Financial Corp$15.7M02026-06-30
Rockefeller Capital Management LP$13.3M3462026-06-30
Mb, Levis & Associates, LLC$12.8M22026-06-30
Sound View Wealth Advisors Group, LLC$12.6M92026-06-30
Commonwealth Equity Services, LLC$11.2M2,8632026-06-30
Instrumental Wealth, LLC$10.8M52026-06-30
Lpl Financial LLC$10M23,4582026-06-30
Royal Bank of Canada$9.6M02026-06-30
Kestra Advisory Services, LLC$8.6M1,4792026-06-30
Guidance Point Advisors, LLC$7.4M52026-06-30
Lido Advisors, LLC$6.7M3202026-06-30
Concurrent Investment Advisors, LLC$6.4M3492026-06-30
Parallel Advisors, LLC$6M752026-06-30
Hancock Whitney Corp$6M02026-06-30
Probity Advisors, Inc.$6M72026-06-30
Mariner, LLC$5.8M02026-06-30
Ironwood Financial, LLC$5.3M82026-06-30
Krilogy$5.3M642026-06-30
Lyell Wealth Management LP$5.3M02026-06-30
Susquehanna International Group, LLP$5.3M02026-06-30
Citadel Advisors LLC$4.8M02026-06-30
4thought Financial Group Inc.$4.8M52026-06-30
Benjamin Edwards Inc$3.9M02026-06-30
Precedent Wealth Partners, LLC$3.9M182026-06-30
Evergreen Private Wealth LLC$3.7M42026-06-30
James Investment Research Inc$3.3M82026-06-30
Mercer Global Advisors Inc /adv$3.3M02026-06-30
Cwm, LLC$3.3M6672026-03-31
Envestnet Pmc$3.3M602026-06-30
Ep Wealth Advisors, LLC$3.3M3382026-06-30
Adirondack Trust Co$3.3M02026-06-30
Howland Capital Management LLC$3.3M112026-06-30
Wealth Enhancement Advisory Services, LLC$3.2M1,0262026-06-30
First Interstate Bank$3.1M02026-06-30
Atlantic Union Bankshares Corp$2.9M02026-06-30
Signature Wealth Management Group$2.7M02026-03-31
Marathon Mission, Inc.$2.6M32026-06-30
Onedigital Investment Advisors LLC$2.5M3862026-06-30
Stonebrook Private Inc.$2.4M32026-06-30
McGlone Suttner Wealth Management, Inc.$2.3M82026-06-30
Seneca House Advisors$2.3M02026-06-30
Segment Wealth Management, LLC$2.1M32026-06-30
Klingman & Associates, LLC$2M92026-06-30
Cowa, LLC$2M52026-06-30
Associated Banc-Corp$2M02026-06-30
Archford Capital Strategies, LLC$1.9M162026-06-30
Fulton Breakefield Broenniman LLC$1.7M112026-06-30
Jane Street Group, LLC$1.7M02026-06-30
Wilkins Miller Wealth Management, LLC$1.6M22026-06-30
United Capital Financial Advisors, LLC$1.6M1662026-06-30
J.W. Cole Advisors, Inc.$1.6M4992026-06-30
Glenview Trust Co$1.5M02026-06-30
Novapoint Capital LLC$1.4M42026-06-30
Meitav Investment House Ltd$1.4M02026-06-30
Coldstream Capital Management Inc$1.3M1362026-06-30
Paradigm, Strategies In Wealth Management, LLC$1.2M32026-06-30
First National Trust Co$1.2M02026-06-30
Cetera Investment Advisers$1.1M10,3702026-06-30
Captrust Financial Advisors$1.1M9622026-06-30
Osaic Holdings, Inc.$1.1M02026-06-30
Little House Capital, LLC$1M82026-06-30
Jacobi Capital Management LLC$986.6K322026-06-30
Gilbert & Cook, Inc.$978.8K182026-06-30
Clearstead; Clearstead Advisory Solutions$959.2K642026-06-30
Ifp Advisors, Inc$889.1K3182026-06-30
Montecito Bank & Trust$850.7K02026-06-30
10elms LLP$832.1K42026-06-30
Cfo Capital Management LLC$803.2K02026-03-31
Stokes Family Office LLC$800.2K122026-06-30
Reliant Wealth Planning, LLC$753.9K62026-06-30
Cva Family Office, LLC$750.3K82026-06-30
Fort Washington Investment Advisors Inc /oh$733K02026-06-30
Rose Capital Advisors, LLC$730.3K142026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$728.9K992026-06-30
Sterling Investment Advisors, Ltd.$704.1K72026-06-30
Valmark Advisers, Inc.$676.4K2952026-06-30
Aspen Wealth Management LLC$668.6K82026-06-30
Beacon Pointe Advisors, LLC$653.5K4662026-06-30
Forvis Mazars Wealth Advisors, LLC$584K832026-06-30
Nestegg Advisors, Inc.$565.8K32026-06-30
Kestra Private Wealth Services, LLC$557.2K2062026-06-30
Lbmc Investment Advisors, LLC$550.2K32026-06-30
Gryphon Financial Partners LLC$549K162026-06-30
Dearborn Partners LLC$541.7K92026-06-30
Marble Trail Advisors$513.2K42026-06-30
Romano Wealth Management$466.4K112026-06-30
International Assets Investment Management, LLC$450.5K1222026-06-30
Advisory Services Network$443.1K2532026-06-30
Gradient Capital Advisors, LLC$435.5K52026-06-30
Creative Planning$426.7K1,1712026-06-30
Oppenheimer & Co. Inc.$419.7K1,1662026-06-30
Xml Financial, LLC$409.4K282026-06-30
Farnam Financial$407K32026-06-30
Beacon Financial Group$398K82026-06-30
Redwood Financial Network Corp$392.3K82026-06-30
Corient Private Wealth LP$374.1K6742026-06-30
Belpointe Asset Management LLC$369.7K1702026-06-30
Venture Visionary Partners LLC$364.2K312026-06-30
Lifeworks Advisors, LLC$322.5K422026-06-30
Leavell Investment Management, Inc.$315K252026-06-30
Goldman Sachs Group Inc$310.5K02026-06-30
Jones Financial Companies LLLP$305.9K02026-06-30
Northwestern Mutual Wealth Management Co$302.2K02026-06-30
Cherry Tree Wealth Management, LLC$300.3K92026-03-31
Van Hulzen Asset Management, LLC$298.6K192026-06-30
Spinnaker Trust$297.9K02026-06-30
Great Valley Advisor Group, LLC$293.1K2052026-06-30
Koesten, Hirschmann & Crabtree, Inc.$288.6K72026-06-30
Sax Wealth Advisors, LLC$272.4K422026-06-30
Accretive Wealth Partners, LLC$267.4K42026-06-30
Central Trust Co$264.8K02026-06-30
Sarver Vrooman Wealth Advisors$257.3K42026-06-30
Rossmore Private Capital$253.7K42026-06-30
Mgo One Seven LLC$252.8K1182026-06-30
Mutual Advisors, LLC$250.2K1532026-06-30
Beaumont Asset Management, LLC$249.2K32026-06-30
Apollon Wealth Management, LLC$245.9K1512026-06-30
Great Diamond Partners, LLC$245.4K82026-06-30
Chesley Taft & Associates LLC$231.7K62026-06-30
Truist Financial Corp$226.4K02026-06-30
Bullock Wealth Management Group$213.3K92026-06-30
Hendershot Investments Inc.$204.8K42026-06-30
Mosaic Family Wealth Partners, LLC$200.9K192026-06-30
Choreo, LLC$200.5K1482026-06-30
Comerica Bank$192.5K02025-12-31
Fifth Third Bancorp$189.6K02026-06-30
Jupiter Wealth Management LLC$118.4K32026-06-30
Hyposwiss Advisors SA$106.6K12026-06-30
Integrated Wealth Concepts LLC$88.9K4802026-06-30
Jpmorgan Chase & Co$85.8K02026-06-30
Cnb Bank$81.8K02026-06-30
Bogart Wealth, LLC$78.3K242026-06-30
Midfirst Bank$69.9K02026-06-30
Fiduciary Financial Advisors$66.5K512026-06-30
Princeton Global Asset Management LLC$61.4K172026-06-30
Ballast Advisors LLC$60.2K62026-06-30
Signaturefd, LLC$49.9K492026-06-30
Trust Co$49.8K02026-06-30
Eastern Bank$43.8K02026-06-30
Bank of New Hampshire$41.2K02026-06-30
Physician Wealth Advisors, Inc.$40.4K92026-06-30
United Community Bank$38.2K02026-06-30
Fairway Wealth LLC$34K152026-06-30
Ashton Thomas Private Wealth, LLC$29.3K962026-06-30
Barrett & Company, Inc.$25.7K42026-06-30
Vanguard Advisers Inc$22.7K2,4692026-06-30
Farther Finance Advisors, LLC$20.6K3342026-06-30
Key Financial, Inc.$14.5K82026-06-30
Ae Wealth Management LLC$10.9K4712026-06-30
Janney Montgomery Scott LLC$10.7K1,3422026-06-30
CIBC Private Wealth Group LLC$8.2K02025-12-31
McGuire Capital Advisors Inc$7K42026-06-30
Roble, Belko and Company, Inc.$1.8K82026-06-30
Blackrock, Inc.$1.3K02026-06-30
Peloton Wealth Strategists$38632026-06-30
Cambridge Investment Research Advisors, Inc.$2393,9402026-03-31
Steward Partners Investment Advisory, LLC$1544812026-06-30
Hemington Wealth Management$7402025-09-30
Fmr LLC$3802026-06-30
O'Shaughnessy Asset Management, LLC$26582026-06-30

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