IBDV Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2030 CORP (IBDV) is currently held by 352 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.43B 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 IBDV tracked by InsiderSet, reporting ownership valued at approximately $209.62M 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 $204.42M, representing an estimated loss of -2.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed IBDV value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Aptus Capital Advisors, Llc, Mercer Global Advisors Inc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2030 CORP (IBDV).
This page ranks the largest institutional IBDV 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
352
Total Reported Value
$2.43B
Largest Holder
Bank Of America Corp
Largest Position
$209.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 9,615,369 | $209,615,054 | $204,422,745 | -$5,192,309 | -2.48% | |
| Aptus Capital Advisors, Llc | 0.98% | 6,150,150 | $134,073,270 | $130,752,189 | -$3,321,081 | -2.48% | |
| Mercer Global Advisors Inc | 0.16% | 6,081,902 | $132,585,469 | $129,301,237 | -$3,284,232 | -2.48% | |
| Morgan Stanley | 0.01% | 4,474,434 | $97,542,681 | $95,126,467 | -$2,416,214 | -2.48% | |
| Raymond James Financial Inc | 0.03% | 4,375,104 | $95,377,273 | $93,014,711 | -$2,362,562 | -2.48% | |
| Capital Investment Advisors, Llc | 1.23% | 4,423,647 | $93,515,893 | $94,046,735 | +$530,842 | +0.57% | |
| Capital Advisors Inc/Ok | 1.04% | 3,253,303 | $70,922,012 | $69,165,222 | -$1,756,790 | -2.48% | |
| Ubs Group Ag | 0.01% | 3,026,804 | $65,984,327 | $64,349,853 | -$1,634,474 | -2.48% | |
| Wells Fargo & Company/Mn | 0.01% | 3,017,703 | $65,785,923 | $64,156,366 | -$1,629,557 | -2.48% | |
| Hm Payson & Co | 0.79% | 2,726,515 | $59,438,021 | $57,965,709 | -$1,472,312 | -2.48% | |
| Royal Bank Of Canada | 0.01% | 2,504,175 | $54,590,000 | $53,238,761 | -$1,351,239 | -2.48% | |
| Sound View Wealth Advisors Group, Llc | 2.54% | 1,880,024 | $40,984,526 | $39,969,310 | -$1,015,216 | -2.48% | |
| Klingman & Associates, Llc | 1.62% | 1,838,301 | $38,861,676 | $39,082,279 | +$220,603 | +0.57% | |
| Woodmont Investment Counsel Llc | 2.04% | 1,820,556 | $38,486,560 | $38,705,021 | +$218,461 | +0.57% | |
| Sigma Investment Counselors Inc | 1.64% | 1,663,394 | $35,164,155 | $35,363,756 | +$199,601 | +0.57% | |
| Lido Advisors, Llc | 0.12% | 1,600,025 | $34,880,565 | $34,016,532 | -$864,034 | -2.48% | |
| Gratus Wealth Advisors, Llc | 4.43% | 1,643,124 | $34,735,631 | $34,932,816 | +$197,185 | +0.57% | |
| Summit Financial, Llc | 0.37% | 1,540,468 | $33,582,198 | $32,750,350 | -$831,848 | -2.48% | |
| Lpl Financial Llc | 0.01% | 1,494,454 | $32,579,098 | $31,772,092 | -$807,006 | -2.48% | |
| Kathmere Capital Management, Llc | 1.51% | 1,470,667 | $31,089,909 | $31,266,380 | +$176,471 | +0.57% | |
| Venture Visionary Partners Llc | 0.70% | 1,258,724 | $26,609,429 | $26,760,472 | +$151,043 | +0.57% | |
| Newedge Advisors, Llc | 0.08% | 1,219,208 | $26,578,727 | $25,920,362 | -$658,365 | -2.48% | |
| Us Bancorp \De\ | 0.03% | 1,197,971 | $26,115,768 | $25,468,863 | -$646,905 | -2.48% | |
| Rvw Wealth, Llc | 1.66% | 1,224,215 | $25,879,910 | $26,026,811 | +$146,901 | +0.57% | |
| Howland Capital Management Llc | 0.87% | 1,182,792 | $25,004,223 | $25,146,158 | +$141,935 | +0.57% | |
| Stifel Financial Corp | 0.02% | 1,090,232 | $23,767,036 | $23,178,332 | -$588,704 | -2.48% | |
| Advisors Capital Management, Llc | 0.24% | 1,038,921 | $22,648,482 | $22,087,460 | -$561,022 | -2.48% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,044,311 | $22,076,736 | $22,202,052 | +$125,316 | +0.57% | |
| Kestra Advisory Services, Llc | 0.06% | 943,883 | $19,953,689 | $20,066,953 | +$113,264 | +0.57% | |
| Mv Capital Management, Inc. | 1.79% | 936,171 | $19,790,661 | $19,902,995 | +$112,334 | +0.57% | |
| Ep Wealth Advisors, Llc | 0.07% | 847,911 | $18,484,455 | $18,026,588 | -$457,867 | -2.48% | |
| Blackrock, Inc. | 0.00% | 779,369 | $16,990,244 | $16,569,385 | -$420,859 | -2.48% | |
| Ironwood Financial, Llc | 2.34% | 711,143 | $15,033,557 | $15,118,900 | +$85,343 | +0.57% | |
| Ameriprise Financial Inc | 0.00% | 682,341 | $14,875,153 | $14,506,570 | -$368,583 | -2.48% | |
| Arrow Financial Corp | 1.35% | 698,000 | $14,755,732 | $14,839,480 | +$83,748 | +0.57% | |
| Janney Montgomery Scott Llc | 0.03% | 650,928 | $14,190,000 | $13,838,729 | -$351,271 | -2.48% | |
| Rockefeller Capital Management L.P. | 0.02% | 644,355 | $14,046,944 | $13,698,987 | -$347,957 | -2.48% | |
| First National Trust Co | 0.48% | 659,420 | $13,940,138 | $14,019,269 | +$79,131 | +0.57% | |
| Probity Advisors, Inc. | 1.88% | 621,459 | $13,137,653 | $13,212,218 | +$74,565 | +0.57% | |
| Mariner, Llc | 0.01% | 592,613 | $12,918,965 | $12,598,952 | -$320,013 | -2.48% | |
| Pfg Private Wealth Management, Llc | 5.33% | 595,835 | $12,595,945 | $12,667,452 | +$71,507 | +0.57% | |
| Central Trust Co | 0.21% | 538,604 | $11,741,568 | $11,450,721 | -$290,847 | -2.48% | |
| Captrust Financial Advisors | 0.02% | 534,289 | $11,647,495 | $11,358,984 | -$288,511 | -2.48% | |
| Glenview Trust Co | 0.16% | 550,145 | $11,630,065 | $11,696,083 | +$66,018 | +0.57% | |
| Lyell Wealth Management, Lp | 0.65% | 519,486 | $10,981,934 | $11,044,272 | +$62,338 | +0.57% | |
| Rebalance, Llc | 0.53% | 489,604 | $10,350,239 | $10,408,981 | +$58,742 | +0.57% | |
| Minichmacgregor Wealth Management, Llc | 1.67% | 489,183 | $10,341,344 | $10,400,031 | +$58,687 | +0.57% | |
| Envestnet Asset Management Inc | 0.00% | 464,538 | $10,126,934 | $9,876,078 | -$250,856 | -2.48% | |
| Parkway Wealth Management Group, Llc | 1.16% | 474,839 | $10,038,105 | $10,095,077 | +$56,972 | +0.57% | |
| Snowden Capital Advisors Llc | 0.23% | 453,691 | $9,890,458 | $9,645,471 | -$244,987 | -2.48% |
Frequently asked questions about IBDV
Who are the largest institutional holders of IBDV?
The largest institutional holders of IBDV reported in the latest SEC Form 13F filings include Bank Of America Corp, Aptus Capital Advisors, Llc, Mercer Global Advisors Inc, Morgan Stanley, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported IBDV position.
What is IBDV institutional ownership?
This page tracks IBDV positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2030 CORP (IBDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDV?
InsiderSet currently tracks 352 institutional managers reporting IBDV 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 IBDV shareholders.
How much IBDV stock do institutions own?
Institutional investment managers disclosed approximately $2.43B in IBDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDV institutional ownership last updated?
The latest IBDV 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 IBDV 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 IBDV position after the reporting date.
Are institutions buying or selling IBDV?
Institutional buying and selling can be analyzed by comparing IBDV positions across consecutive 13F reporting periods. InsiderSet's IBDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDV ownership changes.
How has IBDV institutional ownership changed over time?
InsiderSet tracks IBDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.