Who Owns IBDX-ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX)? -- Institutional Holders (2026-06-30)

239 institutions reported holding $1.35B of IBDX-ISHARES IBONDS DEC 2032 TERM CORPORATE ETF (IBDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($162.6M), Capital Investment Advisors, LLC ($88.3M), WELLS FARGO & COMPANY/MN ($77.8M), CAPITAL ADVISORS INC/OK ($71.1M), MORGAN STANLEY ($65.3M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Aptus Capital Advisors, LLC$162.6M6.5MAdded
2Capital Investment Advisors, LLC$88.3M3.5MAdded
3WELLS FARGO & COMPANY/MN$77.8M3.1MAdded
4CAPITAL ADVISORS INC/OK$71.1M2.8MAdded
5MORGAN STANLEY$65.3M2.6MTrimmed
6BANK OF AMERICA CORP /DE/$64.6M2.6MAdded
7SIGMA INVESTMENT COUNSELORS INC$39.9M1.6MAdded
8Royal Bank of Canada$33.9M1.3MAdded
9UBS Group AG$30.5M1.2MAdded
10Klingman & Associates, LLC$29.6M1.2MAdded
11RAYMOND JAMES FINANCIAL INC$29.3M1.2MAdded
12Summit Financial, LLC$29.2M1.2MTrimmed
13Seven Springs Wealth Group, LLC$26.8M1.1MAdded
14Sound View Wealth Advisors Group, LLC$25.3M1.0MAdded
15AMERIPRISE FINANCIAL INC$23.8M943,449Trimmed
16US BANCORP \DE\$22.9M908,163Added
17NewEdge Advisors, LLC$22.1M876,466Added
18HighTower Advisors, LLC$21.7M860,425Added
19Advisors Capital Management, LLC$21.7M859,918Added
20COWA, LLC$19.5M774,107Added
21MV CAPITAL MANAGEMENT, INC.$19.5M774,005Added
22Arrow Financial Corp$15.9M630,882Added
23LPL Financial LLC$14.2M563,924Added
24COMMONWEALTH EQUITY SERVICES, LLC$13.3M528,252Added
25MB, LEVIS & ASSOCIATES, LLC$13.3M527,546Added

Source: SEC Form 13F filings · as of 2026-06-30