IBDZ institutional holders

iShares iBonds Dec 2034 Term Corporate ETF · 133 reporting institutions · $687.4M reported value

Funds that can replace IBDZ · IBDZ return decomposition

Institutional holdings

Institutions reporting IBDZ, largest first
InstitutionReported positionAdvisors at firmReport period
Capital Investment Advisors, LLC$70.6M592026-06-30
Aptus Capital Advisors, LLC$61.3M212026-06-30
Sarver Vrooman Wealth Advisors$43.6M42026-06-30
Morgan Stanley$39.5M23,1852026-06-30
Bank of America Corp /de$35.4M02026-06-30
Sigma Investment Counselors Inc$34M102026-06-30
Summitry LLC$33.6M282026-06-30
Summit Financial, LLC$27.5M2292026-06-30
Royal Bank of Canada$19.4M02026-06-30
Mv Capital Management, Inc.$19.1M82026-06-30
Wells Fargo & Company/mn$17.2M02026-06-30
Seneca House Advisors$14.3M02026-06-30
Mb, Levis & Associates, LLC$13.4M22026-06-30
Arrow Financial Corp$13.3M02026-06-30
Hightower Advisors, LLC$13.1M1,0462026-06-30
Ameriprise Financial Inc$12.9M02026-06-30
Pfg Private Wealth Management, LLC$12.8M62026-06-30
Raymond James Financial Inc$10.7M02026-06-30
Nestegg Advisors, Inc.$10.2M32026-06-30
Parkway Wealth Management Group, LLC$10.1M182026-06-30
Commonwealth Equity Services, LLC$10.1M2,8632026-06-30
US Bancorp$10M02026-06-30
UBS Group AG$9.6M02026-06-30
Guidance Point Advisors, LLC$7.6M52026-06-30
Kestra Advisory Services, LLC$7.6M1,4792026-06-30
Citadel Advisors LLC$7.2M02026-06-30
Lido Advisors, LLC$6.9M3202026-06-30
Probity Advisors, Inc.$6M72026-06-30
Parallel Advisors, LLC$5.7M752026-06-30
Apollon Wealth Management, LLC$5.7M1512026-06-30
Hancock Whitney Corp$5.5M02026-06-30
Krilogy$5.3M642026-06-30
4thought Financial Group Inc.$4.8M52026-06-30
Lyell Wealth Management LP$4.7M02026-06-30
Paradigm, Strategies In Wealth Management, LLC$4.1M32026-06-30
Benjamin Edwards Inc$4M02026-06-30
Cwm, LLC$3.4M6672026-03-31
Mercer Global Advisors Inc /adv$3.4M02026-06-30
Ep Wealth Advisors, LLC$3.3M3382026-06-30
J.W. Cole Advisors, Inc.$3.1M4992026-06-30
Meitav Investment House Ltd$3.1M02026-06-30
Wealth Enhancement Advisory Services, LLC$3M1,0262026-06-30
Atlantic Union Bankshares Corp$2.7M02026-06-30
Marathon Mission, Inc.$2.6M32026-06-30
Stonebrook Private Inc.$2.4M32026-06-30
Lpl Financial LLC$2.2M23,4582026-06-30
Envestnet Pmc$2.1M602026-06-30
Susquehanna International Group, LLP$2M02026-06-30
Archford Capital Strategies, LLC$2M162026-06-30
Signature Wealth Management Group$1.6M02026-03-31
Segment Wealth Management, LLC$1.6M32026-06-30
Onedigital Investment Advisors LLC$1.5M3862026-06-30
Associated Banc-Corp$1.5M02026-06-30
Fulton Breakefield Broenniman LLC$1.2M112026-06-30
Coldstream Capital Management Inc$1.1M1362026-06-30
Cetera Investment Advisers$1M10,3702026-06-30
Mcf Advisors LLC$1M332026-06-30
Gilbert & Cook, Inc.$981.6K182026-06-30
Little House Capital, LLC$895.3K82026-06-30
Stokes Family Office LLC$821K122026-06-30
Cfo Capital Management LLC$819K02026-03-31
Beacon Pointe Advisors, LLC$715.7K4662026-06-30
Insigneo Advisory Services, LLC$712.5K2252026-06-30
Aspen Wealth Management LLC$669.7K82026-06-30
Osaic Holdings, Inc.$659.4K02026-06-30
Montecito Bank & Trust$659.1K02026-06-30
Valmark Advisers, Inc.$654.6K2952026-06-30
Ifp Advisors, Inc$599.9K3182026-06-30
Advisory Services Network$582K2532026-06-30
Precedent Wealth Partners, LLC$566.4K182026-06-30
Great Valley Advisor Group, LLC$552.3K2052026-06-30
First National Trust Co$529K02026-06-30
Jones Financial Companies LLLP$526.5K02026-06-30
McGlone Suttner Wealth Management, Inc.$517.5K82026-06-30
Gradient Capital Advisors, LLC$508.4K52026-06-30
Fort Washington Investment Advisors Inc /oh$502.1K02026-06-30
Reliant Wealth Planning, LLC$496.3K62026-06-30
Private Advisor Group, LLC$478.6K9272026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$471.6K992026-06-30
Cowa, LLC$462.2K52026-06-30
Creative Planning$460.8K1,1712026-06-30
Koesten, Hirschmann & Crabtree, Inc.$456.4K72026-06-30
Northwestern Mutual Wealth Management Co$425.1K02026-06-30
Xml Financial, LLC$423.2K282026-06-30
Glenview Trust Co$406.6K02026-06-30
10elms LLP$394.7K42026-06-30
Lbmc Investment Advisors, LLC$380.3K32026-06-30
Fiduciary Financial Advisors$367.3K512026-06-30
Greater Midwest Financial Group, LLC$366K82026-06-30
Sterling Investment Advisors, Ltd.$357.5K72026-06-30
United Capital Financial Advisors, LLC$354.3K1662026-06-30
Quantum Financial Advisors, LLC$344.5K02026-06-30
Captrust Financial Advisors$328.1K9622026-06-30
MML Investors Services, LLC$322.8K5,1202026-06-30
Cva Family Office, LLC$311.3K82026-06-30
Kestra Private Wealth Services, LLC$298.4K2062026-06-30
Jacobi Capital Management LLC$289K322026-06-30
Belpointe Asset Management LLC$286.1K1702026-06-30
Seaview Investment Managers LLC$282.4K102026-06-30
Romano Wealth Management$270.5K112026-06-30
Kintra Wealth, LLC$258K472026-06-30
Redwood Financial Network Corp$253.9K82026-06-30
Rose Capital Advisors, LLC$246.3K142026-06-30
Newedge Advisors$236.2K6012026-06-30
Truist Financial Corp$235.9K02026-06-30
Mutual Advisors, LLC$229.7K1532026-06-30
Wilkins Miller Wealth Management, LLC$228.5K22026-06-30
Concurrent Investment Advisors, LLC$202.7K3492026-06-30
Choreo, LLC$200.9K1482026-06-30
Marble Trail Advisors$131.3K42026-06-30
Cnb Bank$128.9K02026-06-30
Cherry Tree Wealth Management, LLC$104.8K92026-03-31
Rockefeller Capital Management LP$78.3K3462026-06-30
Princeton Global Asset Management LLC$60.7K172026-06-30
Signaturefd, LLC$50K492026-06-30
Fairway Wealth LLC$46.7K152026-06-30
International Assets Investment Management, LLC$41.5K1222026-06-30
United Community Bank$38.2K02026-06-30
Bogart Wealth, LLC$29.5K242026-06-30
Central Trust Co$23.1K02026-06-30
Ae Wealth Management LLC$22.2K4712026-06-30
Comerica Bank$21.1K02025-12-31
Fifth Third Bancorp$20.8K02026-06-30
Blue Trust, Inc.$18.6K02026-06-30
Bullock Wealth Management Group$13.5K92026-06-30
Janney Montgomery Scott LLC$10.3K1,3422026-06-30
Fmr LLC$8.9K02026-06-30
Roble, Belko and Company, Inc.$1.5K82026-06-30
Blackrock, Inc.$1.3K02026-06-30
Thrivent Financial for Lutherans$20502026-06-30
Steward Partners Investment Advisory, LLC$1564812026-06-30
Hemington Wealth Management$5602025-09-30
Capital Analysts, LLC$256082026-06-30

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