IBDS Institutional Ownership & Shareholders
ISHRS IBNDS DEC 27 CORP ETF (IBDS) is currently held by 457 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.75B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBDS tracked by InsiderSet, reporting ownership valued at approximately $234.69M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $234.06M, representing an estimated loss of -0.27% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed IBDS value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHRS IBNDS DEC 27 CORP ETF (IBDS).
This page ranks the largest institutional IBDS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
457
Total Reported Value
$2.75B
Largest Holder
Bank Of America Corp
Largest Position
$234.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 9,690,105 | $234,694,342 | $234,064,486 | -$629,856 | -0.27% | |
| Mercer Global Advisors Inc | 0.17% | 5,566,800 | $134,827,892 | $134,466,054 | -$361,838 | -0.27% | |
| Morgan Stanley | 0.01% | 4,571,915 | $110,731,813 | $110,434,607 | -$297,206 | -0.27% | |
| Lido Advisors, Llc | 0.38% | 4,367,228 | $105,774,285 | $105,490,392 | -$283,893 | -0.27% | |
| Ubs Group Ag | 0.02% | 4,219,212 | $102,189,315 | $101,915,066 | -$274,249 | -0.27% | |
| Hm Payson & Co | 1.33% | 4,152,438 | $100,572,056 | $100,302,140 | -$269,916 | -0.27% | |
| Raymond James Financial Inc | 0.02% | 3,756,955 | $90,993,451 | $90,749,248 | -$244,203 | -0.27% | |
| Lpl Financial Llc | 0.02% | 3,652,706 | $88,468,534 | $88,231,113 | -$237,421 | -0.27% | |
| Sound View Wealth Advisors Group, Llc | 3.23% | 2,150,618 | $52,087,966 | $51,948,178 | -$139,788 | -0.27% | |
| Ameriprise Financial Inc | 0.01% | 1,906,529 | $46,178,547 | $46,052,208 | -$126,339 | -0.27% | |
| Royal Bank Of Canada | 0.01% | 1,654,457 | $40,071,000 | $39,963,409 | -$107,591 | -0.27% | |
| Kathmere Capital Management, Llc | 1.82% | 1,550,573 | $37,399,827 | $37,454,091 | +$54,264 | +0.15% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,520,764 | $36,832,907 | $36,734,054 | -$98,853 | -0.27% | |
| Howland Capital Management Llc | 1.29% | 1,523,285 | $36,741,635 | $36,794,949 | +$53,314 | +0.15% | |
| Captrust Financial Advisors | 0.06% | 1,512,130 | $36,623,780 | $36,525,500 | -$98,280 | -0.27% | |
| Gratus Wealth Advisors, Llc | 4.63% | 1,503,035 | $36,253,213 | $36,305,810 | +$52,597 | +0.15% | |
| Wells Fargo & Company/Mn | 0.01% | 1,457,509 | $35,300,852 | $35,206,130 | -$94,722 | -0.27% | |
| Sigma Investment Counselors Inc | 1.53% | 1,355,196 | $32,687,339 | $32,734,759 | +$47,420 | +0.15% | |
| Rvw Wealth, Llc | 1.93% | 1,248,705 | $30,118,763 | $30,162,469 | +$43,706 | +0.15% | |
| Kestra Advisory Services, Llc | 0.09% | 1,163,553 | $28,181,246 | $28,105,623 | -$75,623 | -0.27% | |
| Truist Financial Corp | 0.03% | 1,166,674 | $28,140,165 | $28,181,010 | +$40,845 | +0.15% | |
| Tabr Capital Management, Llc | 18.90% | 1,069,197 | $25,789,033 | $25,826,454 | +$37,421 | +0.15% | |
| Stifel Financial Corp | 0.02% | 1,051,623 | $25,470,332 | $25,401,954 | -$68,378 | -0.27% | |
| Wick Capital Partners, Llc | 3.73% | 1,021,785 | $24,747,628 | $24,681,217 | -$66,411 | -0.27% | |
| Focus Partners Wealth | 0.02% | 931,010 | $22,549,076 | $22,488,547 | -$60,529 | -0.27% | |
| Klingman & Associates, Llc | 0.93% | 926,915 | $22,357,190 | $22,389,632 | +$32,442 | +0.15% | |
| Mv Capital Management, Inc. | 1.96% | 894,277 | $21,569,964 | $21,601,261 | +$31,297 | +0.15% | |
| Meiji Yasuda Life Insurance Co | 0.70% | 866,000 | $20,974,520 | $20,918,230 | -$56,290 | -0.27% | |
| Newedge Advisors, Llc | 0.06% | 827,982 | $20,053,727 | $19,999,905 | -$53,822 | -0.27% | |
| Benjamin Edwards Inc | 0.18% | 818,429 | $19,822,028 | $19,769,152 | -$52,876 | -0.27% | |
| Summit Asset Management, Llc | 2.44% | 787,752 | $19,079,358 | $19,028,150 | -$51,208 | -0.27% | |
| Us Bancorp \De\ | 0.02% | 775,764 | $18,789,005 | $18,738,579 | -$50,426 | -0.27% | |
| Glenview Trust Co | 0.25% | 757,220 | $18,264,145 | $18,290,649 | +$26,504 | +0.15% | |
| Mesirow Financial Investment Management, Inc. | 0.28% | 742,094 | $17,973,526 | $17,925,281 | -$48,245 | -0.27% | |
| Spinnaker Trust | 0.86% | 732,003 | $17,729,112 | $17,681,532 | -$47,580 | -0.27% | |
| Rebalance, Llc | 0.90% | 721,187 | $17,395,027 | $17,420,272 | +$25,245 | +0.15% | |
| Blackrock, Inc. | 0.00% | 702,212 | $17,007,575 | $16,961,931 | -$45,644 | -0.27% | |
| Stratos Wealth Partners, Ltd. | 0.17% | 699,963 | $16,953,111 | $16,907,606 | -$45,505 | -0.27% | |
| Lyell Wealth Management, Lp | 0.99% | 695,820 | $16,783,178 | $16,807,532 | +$24,354 | +0.15% | |
| Sanctuary Advisors, Llc | 0.08% | 671,274 | $16,258,260 | $16,214,623 | -$43,637 | -0.27% | |
| First National Trust Co | 0.55% | 654,476 | $15,785,961 | $15,808,868 | +$22,907 | +0.15% | |
| Strid Group, Llc | 1.69% | 642,838 | $15,505,248 | $15,527,752 | +$22,504 | +0.15% | |
| Central Trust Co | 0.28% | 632,851 | $15,327,652 | $15,286,516 | -$41,136 | -0.27% | |
| Ep Wealth Advisors, Llc | 0.06% | 624,892 | $15,134,880 | $15,094,266 | -$40,614 | -0.27% | |
| Cwm, Llc | 0.04% | 582,167 | $14,111,720 | $14,062,244 | -$49,476 | -0.35% | |
| Novem Group | 1.26% | 526,736 | $12,704,863 | $12,723,308 | +$18,445 | +0.15% | |
| Northstar Group, Inc. | 1.62% | 518,768 | $12,564,564 | $12,530,841 | -$33,723 | -0.27% | |
| Venture Visionary Partners Llc | 0.32% | 507,140 | $12,232,234 | $12,249,967 | +$17,733 | +0.14% | |
| Beacon Pointe Advisors, Llc | 0.06% | 499,403 | $12,095,550 | $12,063,079 | -$32,471 | -0.27% | |
| Investrust | 4.47% | 457,858 | $11,043,534 | $11,059,560 | +$16,026 | +0.15% |
Frequently asked questions about IBDS
Who are the largest institutional holders of IBDS?
The largest institutional holders of IBDS reported in the latest SEC Form 13F filings include Bank Of America Corp, Mercer Global Advisors Inc, Morgan Stanley, Lido Advisors, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported IBDS position.
What is IBDS institutional ownership?
This page tracks IBDS positions reported by institutional investment managers through SEC Form 13F. ISHRS IBNDS DEC 27 CORP ETF (IBDS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDS?
InsiderSet currently tracks 457 institutional managers reporting IBDS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBDS shareholders.
How much IBDS stock do institutions own?
Institutional investment managers disclosed approximately $2.75B in IBDS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDS institutional ownership last updated?
The latest IBDS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBDS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBDS position after the reporting date.
Are institutions buying or selling IBDS?
Institutional buying and selling can be analyzed by comparing IBDS positions across consecutive 13F reporting periods. InsiderSet's IBDS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDS ownership changes.
How has IBDS institutional ownership changed over time?
InsiderSet tracks IBDS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.