ISHARES IBONDS DEC 2030 CORP (IBDV) Institutional Shareholders
ISHARES IBONDS DEC 2030 CORP (IBDV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.32B in IBDV holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBDV tracked by InsiderSet, reporting ownership valued at approximately $198.51M in its March 31, 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 $195.97M, representing an estimated loss of -1.28% 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
337
Total Reported Value
$2.32B
Largest Holder
Bank Of America Corp
Largest Position
$198.51M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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% | 9,068,595 | $198,511,536 | $195,972,338 | -$2,539,198 | -1.28% | |
| Aptus Capital Advisors, Llc | 1.11% | 6,041,703 | $132,252,879 | $130,561,202 | -$1,691,677 | -1.28% | |
| Mercer Global Advisors Inc | 0.17% | 5,374,232 | $117,641,931 | $116,137,154 | -$1,504,777 | -1.28% | |
| Morgan Stanley | 0.01% | 4,738,224 | $103,719,734 | $102,393,021 | -$1,326,713 | -1.28% | |
| Raymond James Financial Inc | 0.03% | 4,304,559 | $94,226,794 | $93,021,520 | -$1,205,274 | -1.28% | |
| Capital Investment Advisors, Llc | 1.43% | 4,072,983 | $89,157,600 | $88,017,163 | -$1,140,437 | -1.28% | |
| Capital Advisors Inc/Ok | 1.04% | 3,253,303 | $70,922,012 | $70,303,878 | -$618,134 | -0.87% | |
| Wells Fargo & Company/Mn | 0.01% | 2,929,125 | $64,118,546 | $63,298,391 | -$820,155 | -1.28% | |
| Hm Payson & Co | 0.79% | 2,726,515 | $59,438,021 | $58,919,989 | -$518,032 | -0.87% | |
| Royal Bank Of Canada | 0.01% | 2,511,724 | $54,981,000 | $54,278,356 | -$702,644 | -1.28% | |
| Hightower Advisors, Llc | 0.05% | 2,357,358 | $51,602,576 | $50,942,506 | -$660,070 | -1.28% | |
| Ubs Group Ag | 0.01% | 2,117,088 | $46,343,056 | $45,750,272 | -$592,784 | -1.28% | |
| Lido Advisors, Llc | 0.17% | 1,980,284 | $43,348,435 | $42,793,937 | -$554,498 | -1.28% | |
| Sound View Wealth Advisors Group, Llc | 2.60% | 1,746,344 | $38,227,475 | $37,738,494 | -$488,981 | -1.28% | |
| Klingman & Associates, Llc | 1.59% | 1,715,577 | $37,399,572 | $37,073,619 | -$325,953 | -0.87% | |
| Sigma Investment Counselors Inc | 1.76% | 1,661,062 | $36,211,158 | $35,895,550 | -$315,608 | -0.87% | |
| Gratus Wealth Advisors, Llc | 4.55% | 1,641,321 | $35,780,805 | $35,468,947 | -$311,858 | -0.87% | |
| Summit Financial, Llc | 0.45% | 1,609,633 | $35,234,857 | $34,784,169 | -$450,688 | -1.28% | |
| Kathmere Capital Management, Llc | 1.56% | 1,348,430 | $29,395,778 | $29,139,572 | -$256,206 | -0.87% | |
| Rvw Wealth, Llc | 1.88% | 1,309,276 | $28,542,216 | $28,293,454 | -$248,762 | -0.87% | |
| Venture Visionary Partners Llc | 0.77% | 1,273,692 | $27,766,489 | $27,524,484 | -$242,005 | -0.87% | |
| Woodmont Investment Counsel Llc | 1.44% | 1,207,452 | $26,322,449 | $26,093,038 | -$229,411 | -0.87% | |
| Us Bancorp \De\ | 0.03% | 1,166,380 | $25,532,057 | $25,205,472 | -$326,585 | -1.28% | |
| Stifel Financial Corp | 0.02% | 1,060,287 | $23,209,738 | $22,912,802 | -$296,936 | -1.28% | |
| Lpl Financial Llc | 0.01% | 1,038,021 | $22,722,275 | $22,431,634 | -$290,641 | -1.28% | |
| Howland Capital Management Llc | 0.80% | 1,021,727 | $22,273,649 | $22,079,520 | -$194,129 | -0.87% | |
| Advisors Capital Management, Llc | 0.25% | 979,384 | $21,438,732 | $21,164,488 | -$274,244 | -1.28% | |
| Mv Capital Management, Inc. | 1.98% | 920,078 | $20,140,506 | $19,882,886 | -$257,620 | -1.28% | |
| Kestra Advisory Services, Llc | 0.06% | 797,556 | $17,386,731 | $17,235,185 | -$151,546 | -0.87% | |
| Commonwealth Equity Services, Llc | 0.02% | 762,897 | $16,631,154 | $16,486,204 | -$144,950 | -0.87% | |
| Ep Wealth Advisors, Llc | 0.08% | 713,760 | $15,624,206 | $15,424,354 | -$199,852 | -1.28% | |
| Arrow Financial Corp | 1.37% | 702,825 | $15,321,601 | $15,188,048 | -$133,553 | -0.87% | |
| Mariner, Llc | 0.02% | 656,216 | $14,364,570 | $14,180,828 | -$183,742 | -1.28% | |
| Blackrock, Inc. | 0.00% | 652,797 | $14,289,727 | $14,106,943 | -$182,784 | -1.28% | |
| First National Trust Co | 0.48% | 653,441 | $14,245,013 | $14,120,860 | -$124,153 | -0.87% | |
| Ameriprise Financial Inc | 0.00% | 646,153 | $14,144,919 | $13,963,366 | -$181,553 | -1.28% | |
| Ironwood Financial, Llc | 2.18% | 644,551 | $13,922,301 | $13,928,747 | +$6,446 | +0.05% | |
| Rockefeller Capital Management L.P. | 0.02% | 622,604 | $13,628,815 | $13,454,472 | -$174,343 | -1.28% | |
| Pfg Private Wealth Management, Llc | 5.38% | 569,999 | $12,425,978 | $12,317,678 | -$108,300 | -0.87% | |
| Probity Advisors, Inc. | 1.78% | 569,582 | $12,416,879 | $12,308,667 | -$108,212 | -0.87% | |
| Central Trust Co | 0.21% | 538,604 | $11,741,568 | $11,639,232 | -$102,336 | -0.87% | |
| Susquehanna International Group, Llp | 0.01% | 523,836 | $11,466,770 | $11,320,096 | -$146,674 | -1.28% | |
| Captrust Financial Advisors | 0.02% | 486,128 | $10,641,337 | $10,505,226 | -$136,111 | -1.28% | |
| Rebalance, Llc | 0.55% | 483,987 | $10,550,911 | $10,458,959 | -$91,952 | -0.87% | |
| Glenview Trust Co | 0.17% | 480,812 | $10,524,974 | $10,390,347 | -$134,627 | -1.28% | |
| Minichmacgregor Wealth Management, Llc | 1.57% | 474,157 | $10,336,633 | $10,246,533 | -$90,100 | -0.87% | |
| Lyell Wealth Management, Lp | 0.75% | 467,998 | $10,244,476 | $10,113,437 | -$131,039 | -1.28% | |
| Parkway Wealth Management Group, Llc | 1.17% | 466,293 | $10,165,188 | $10,076,592 | -$88,596 | -0.87% | |
| Envestnet Asset Management Inc | 0.00% | 464,538 | $10,126,934 | $10,038,666 | -$88,268 | -0.87% | |
| Benjamin Edwards Inc | 0.09% | 445,634 | $9,714,490 | $9,630,151 | -$84,339 | -0.87% |
Frequently asked questions about IBDV
Who owns the most IBDV stock?
The largest holders of IBDV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2030 CORP (IBDV).
Is IBDV widely held by superinvestors?
Many widely followed stocks like IBDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.