Who Owns ISHARES IBONDS DEC 2026 (IBDZ)? -- Institutional Holders (2026-06-30)

135 institutions reported holding $693.6M of ISHARES IBONDS DEC 2026 (IBDZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Capital Investment Advisors, LLC ($70.6M), Aptus Capital Advisors, LLC ($61.3M), Sarver Vrooman Wealth Advisors ($43.6M), MORGAN STANLEY ($39.5M), BANK OF AMERICA CORP /DE/ ($35.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Capital Investment Advisors, LLC$70.6M2.7MAdded
2Aptus Capital Advisors, LLC$61.3M2.4MAdded
3Sarver Vrooman Wealth Advisors$43.6M1.7MAdded
4MORGAN STANLEY$39.5M1.5MAdded
5BANK OF AMERICA CORP /DE/$35.4M1.4MAdded
6SIGMA INVESTMENT COUNSELORS INC$34.0M1.3MAdded
7SUMMITRY LLC$33.6M1.3MAdded
8Summit Financial, LLC$27.5M1.1MTrimmed
9Royal Bank of Canada$19.4M745,780Added
10MV CAPITAL MANAGEMENT, INC.$19.1M732,336Added
11WELLS FARGO & COMPANY/MN$17.2M662,018Added
12Seneca House Advisors$14.3M547,030Added
13MB, LEVIS & ASSOCIATES, LLC$13.4M515,551Added
14Arrow Financial Corp$13.3M512,414Added
15HighTower Advisors, LLC$13.1M504,014Added
16AMERIPRISE FINANCIAL INC$12.9M496,658Trimmed
17PFG Private Wealth Management, LLC$12.8M491,365Trimmed
18RAYMOND JAMES FINANCIAL INC$10.7M411,323Added
19Janney Montgomery Scott LLC$10.3M396,620Added
20NESTEGG ADVISORS, INC.$10.2M392,084Added
21Parkway Wealth Management Group, LLC$10.1M389,186Added
22COMMONWEALTH EQUITY SERVICES, LLC$10.1M386,053Added
23US BANCORP \DE\$10.0M382,108Added
24UBS Group AG$9.6M368,529Trimmed
25Guidance Point Advisors, LLC$7.6M292,677Added

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