IBDW Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2031 CORP (IBDW) is currently held by 298 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.90B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of IBDW tracked by InsiderSet, reporting ownership valued at approximately $156.84M 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 $152.85M, representing an estimated loss of -2.54% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% of the total disclosed IBDW value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2031 CORP (IBDW).
This page ranks the largest institutional IBDW 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
298
Total Reported Value
$1.90B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$156.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.15% | 7,526,023 | $156,842,319 | $152,853,527 | -$3,988,792 | -2.54% | |
| Bank Of America Corp | 0.01% | 5,468,188 | $113,957,030 | $111,058,898 | -$2,898,132 | -2.54% | |
| Morgan Stanley | 0.01% | 4,872,246 | $101,537,625 | $98,955,316 | -$2,582,309 | -2.54% | |
| Capital Investment Advisors, Llc | 1.11% | 4,199,994 | $84,251,872 | $85,301,878 | +$1,050,006 | +1.25% | |
| Raymond James Financial Inc | 0.02% | 3,493,863 | $72,812,112 | $70,960,358 | -$1,851,754 | -2.54% | |
| Capital Advisors Inc/Ok | 1.03% | 3,366,208 | $70,151,777 | $68,367,684 | -$1,784,093 | -2.54% | |
| Wells Fargo & Company/Mn | 0.01% | 2,330,862 | $48,575,167 | $47,339,807 | -$1,235,360 | -2.54% | |
| Venture Visionary Partners Llc | 1.23% | 2,341,903 | $46,978,579 | $47,564,050 | +$585,471 | +1.25% | |
| Sarver Vrooman Wealth Advisors | 26.73% | 2,265,413 | $45,444,187 | $46,010,538 | +$566,351 | +1.25% | |
| Royal Bank Of Canada | 0.01% | 2,056,315 | $42,854,000 | $41,763,758 | -$1,090,242 | -2.54% | |
| Ubs Group Ag | 0.01% | 1,974,964 | $41,158,250 | $40,111,519 | -$1,046,731 | -2.54% | |
| Mercer Global Advisors Inc | 0.05% | 1,890,508 | $39,398,184 | $38,396,217 | -$1,001,967 | -2.54% | |
| Advisors Capital Management, Llc | 0.41% | 1,859,275 | $38,747,308 | $37,761,875 | -$985,433 | -2.54% | |
| Klingman & Associates, Llc | 1.58% | 1,898,606 | $38,086,032 | $38,560,688 | +$474,656 | +1.25% | |
| Sigma Investment Counselors Inc | 1.78% | 1,892,603 | $37,965,626 | $38,438,767 | +$473,141 | +1.25% | |
| Woodmont Investment Counsel Llc | 1.93% | 1,811,312 | $36,334,920 | $36,787,747 | +$452,827 | +1.25% | |
| Summitry Llc | 1.14% | 1,659,714 | $34,588,448 | $33,708,791 | -$879,657 | -2.54% | |
| Ameriprise Financial Inc | 0.01% | 1,536,466 | $32,019,931 | $31,205,624 | -$814,307 | -2.54% | |
| Summit Financial, Llc | 0.32% | 1,399,981 | $29,175,601 | $28,433,614 | -$741,987 | -2.54% | |
| Sound View Wealth Advisors Group, Llc | 1.71% | 1,323,935 | $27,590,804 | $26,889,120 | -$701,684 | -2.54% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,337,650 | $26,833,255 | $27,167,672 | +$334,417 | +1.25% | |
| Newedge Advisors, Llc | 0.08% | 1,210,400 | $25,224,740 | $24,583,224 | -$641,516 | -2.54% | |
| Mv Capital Management, Inc. | 1.69% | 928,807 | $18,631,871 | $18,864,070 | +$232,199 | +1.25% | |
| Us Bancorp \De\ | 0.02% | 892,375 | $18,597,095 | $18,124,136 | -$472,959 | -2.54% | |
| Ep Wealth Advisors, Llc | 0.07% | 868,068 | $18,090,535 | $17,630,461 | -$460,074 | -2.54% | |
| Blackrock, Inc. | 0.00% | 814,335 | $16,970,741 | $16,539,144 | -$431,597 | -2.54% | |
| Howland Capital Management Llc | 0.58% | 823,699 | $16,523,402 | $16,729,327 | +$205,925 | +1.25% | |
| Lpl Financial Llc | 0.00% | 724,949 | $15,107,933 | $14,723,714 | -$384,219 | -2.54% | |
| Arrow Financial Corp | 1.35% | 738,467 | $14,813,668 | $14,998,265 | +$184,597 | +1.25% | |
| Ironwood Financial, Llc | 2.22% | 711,273 | $14,268,139 | $14,445,955 | +$177,816 | +1.25% | |
| Cowa, Llc | 3.31% | 677,033 | $13,581,299 | $13,750,540 | +$169,241 | +1.25% | |
| Rockefeller Capital Management L.P. | 0.02% | 643,295 | $13,406,285 | $13,065,321 | -$340,964 | -2.54% | |
| Envision Financial Planning, Llc | 4.35% | 641,798 | $13,375,074 | $13,034,917 | -$340,157 | -2.54% | |
| Lido Advisors, Llc | 0.04% | 603,204 | $12,570,781 | $12,251,073 | -$319,708 | -2.54% | |
| Probity Advisors, Inc. | 1.77% | 616,485 | $12,366,682 | $12,520,810 | +$154,128 | +1.25% | |
| Pfg Private Wealth Management, Llc | 5.23% | 615,440 | $12,345,717 | $12,499,586 | +$153,869 | +1.25% | |
| Kestra Advisory Services, Llc | 0.03% | 611,281 | $12,262,288 | $12,415,117 | +$152,829 | +1.25% | |
| Mariner, Llc | 0.01% | 583,372 | $12,157,476 | $11,848,285 | -$309,191 | -2.54% | |
| Janney Montgomery Scott Llc | 0.02% | 578,338 | $12,053,000 | $11,746,045 | -$306,955 | -2.55% | |
| Jane Street Group, Llc | 0.01% | 532,424 | $11,095,716 | $10,813,531 | -$282,185 | -2.54% | |
| Truist Financial Corp | 0.01% | 540,491 | $10,842,242 | $10,977,372 | +$135,130 | +1.25% | |
| Parkway Wealth Management Group, Llc | 1.14% | 495,497 | $9,939,664 | $10,063,544 | +$123,880 | +1.25% | |
| Atlantic Union Bankshares Corp | 0.16% | 463,988 | $9,669,510 | $9,423,596 | -$245,914 | -2.54% | |
| Cornerstone Planning, Llc | 1.96% | 462,632 | $9,548,742 | $9,396,056 | -$152,686 | -1.60% | |
| Glenview Trust Co | 0.13% | 475,434 | $9,537,205 | $9,656,065 | +$118,860 | +1.25% | |
| First National Trust Co | 0.32% | 459,360 | $9,214,761 | $9,329,602 | +$114,841 | +1.25% | |
| Guidance Point Advisors, Llc | 1.93% | 459,182 | $9,211,398 | $9,325,986 | +$114,588 | +1.24% | |
| Windsor Capital Management, Llc | 2.37% | 458,782 | $9,203,167 | $9,317,862 | +$114,695 | +1.25% | |
| Spreng Capital Management, Inc. | 2.97% | 391,643 | $8,161,840 | $7,954,269 | -$207,571 | -2.54% | |
| Snowden Capital Advisors Llc | 0.19% | 386,984 | $8,064,744 | $7,859,645 | -$205,099 | -2.54% |
Frequently asked questions about IBDW
Who are the largest institutional holders of IBDW?
The largest institutional holders of IBDW reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Bank Of America Corp, Morgan Stanley, Capital Investment Advisors, Llc, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported IBDW position.
What is IBDW institutional ownership?
This page tracks IBDW positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2031 CORP (IBDW) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDW?
InsiderSet currently tracks 298 institutional managers reporting IBDW 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 IBDW shareholders.
How much IBDW stock do institutions own?
Institutional investment managers disclosed approximately $1.90B in IBDW holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDW institutional ownership last updated?
The latest IBDW 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 IBDW 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 IBDW position after the reporting date.
Are institutions buying or selling IBDW?
Institutional buying and selling can be analyzed by comparing IBDW positions across consecutive 13F reporting periods. InsiderSet's IBDW Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDW ownership changes.
How has IBDW institutional ownership changed over time?
InsiderSet tracks IBDW institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.