IBDX Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2032 TC (IBDX) is currently held by 239 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.34B 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 IBDX tracked by InsiderSet, reporting ownership valued at approximately $162.65M 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 $156.83M, representing an estimated loss of -3.57% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed IBDX value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Capital Investment Advisors, Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2032 TC (IBDX).
This page ranks the largest institutional IBDX 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
239
Total Reported Value
$1.34B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$162.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.19% | 6,456,747 | $162,645,457 | $156,834,385 | -$5,811,072 | -3.57% | |
| Capital Investment Advisors, Llc | 1.16% | 3,662,590 | $88,158,550 | $88,964,311 | +$805,761 | +0.91% | |
| Wells Fargo & Company/Mn | 0.01% | 3,089,226 | $77,817,603 | $75,037,300 | -$2,780,303 | -3.57% | |
| Capital Advisors Inc/Ok | 1.05% | 2,822,834 | $71,107,188 | $68,566,638 | -$2,540,550 | -3.57% | |
| Morgan Stanley | 0.00% | 2,594,159 | $65,346,881 | $63,012,122 | -$2,334,759 | -3.57% | |
| Bank Of America Corp | 0.00% | 2,565,607 | $64,627,651 | $62,318,594 | -$2,309,057 | -3.57% | |
| Sigma Investment Counselors Inc | 1.73% | 1,532,902 | $36,896,958 | $37,234,190 | +$337,232 | +0.91% | |
| Royal Bank Of Canada | 0.01% | 1,345,144 | $33,884,000 | $32,673,548 | -$1,210,452 | -3.57% | |
| Klingman & Associates, Llc | 1.34% | 1,335,882 | $32,154,673 | $32,448,574 | +$293,901 | +0.91% | |
| Ubs Group Ag | 0.00% | 1,208,903 | $30,452,267 | $29,364,254 | -$1,088,013 | -3.57% | |
| Raymond James Financial Inc | 0.01% | 1,161,884 | $29,267,872 | $28,222,162 | -$1,045,710 | -3.57% | |
| Summit Financial, Llc | 0.32% | 1,160,179 | $29,224,903 | $28,180,748 | -$1,044,155 | -3.57% | |
| Seven Springs Wealth Group, Llc | 5.86% | 1,064,868 | $26,824,018 | $25,865,644 | -$958,374 | -3.57% | |
| Sound View Wealth Advisors Group, Llc | 1.57% | 1,005,519 | $25,329,023 | $24,424,057 | -$904,966 | -3.57% | |
| Ameriprise Financial Inc | 0.00% | 943,449 | $23,765,492 | $22,916,376 | -$849,116 | -3.57% | |
| Us Bancorp \De\ | 0.02% | 908,163 | $22,876,626 | $22,059,279 | -$817,347 | -3.57% | |
| Newedge Advisors, Llc | 0.07% | 876,466 | $22,078,172 | $21,289,359 | -$788,813 | -3.57% | |
| Cowa, Llc | 5.33% | 908,935 | $21,878,067 | $22,078,031 | +$199,964 | +0.91% | |
| Advisors Capital Management, Llc | 0.23% | 859,918 | $21,661,345 | $20,887,408 | -$773,937 | -3.57% | |
| Mv Capital Management, Inc. | 1.64% | 753,185 | $18,129,154 | $18,294,864 | +$165,710 | +0.91% | |
| Arrow Financial Corp | 1.37% | 625,745 | $15,061,692 | $15,199,346 | +$137,654 | +0.91% | |
| Lpl Financial Llc | 0.00% | 563,924 | $14,205,243 | $13,697,714 | -$507,529 | -3.57% | |
| Ironwood Financial, Llc | 2.15% | 574,408 | $13,825,990 | $13,952,370 | +$126,380 | +0.91% | |
| Commonwealth Equity Services, Llc | 0.02% | 559,192 | $13,459,746 | $13,582,774 | +$123,028 | +0.91% | |
| Rockefeller Capital Management L.P. | 0.02% | 527,541 | $13,288,760 | $12,813,971 | -$474,789 | -3.57% | |
| Pfg Private Wealth Management, Llc | 5.21% | 510,636 | $12,291,007 | $12,403,348 | +$112,341 | +0.91% | |
| Janney Montgomery Scott Llc | 0.02% | 478,378 | $12,050,000 | $11,619,802 | -$430,198 | -3.57% | |
| Probity Advisors, Inc. | 1.69% | 491,768 | $11,836,861 | $11,945,045 | +$108,184 | +0.91% | |
| Parkway Wealth Management Group, Llc | 1.14% | 410,145 | $9,872,181 | $9,962,422 | +$90,241 | +0.91% | |
| Atlantic Union Bankshares Corp | 0.16% | 380,552 | $9,586,105 | $9,243,608 | -$342,497 | -3.57% | |
| Cornerstone Planning, Llc | 1.96% | 383,913 | $9,560,356 | $9,325,247 | -$235,109 | -2.46% | |
| Guidance Point Advisors, Llc | 1.75% | 346,544 | $8,341,380 | $8,417,554 | +$76,174 | +0.91% | |
| Howland Capital Management Llc | 0.27% | 319,477 | $7,689,812 | $7,760,096 | +$70,284 | +0.91% | |
| Parallel Advisors, Llc | 0.10% | 317,619 | $7,645,085 | $7,714,966 | +$69,881 | +0.91% | |
| Snowden Capital Advisors Llc | 0.18% | 297,905 | $7,504,220 | $7,236,112 | -$268,108 | -3.57% | |
| Members Wealth Llc | 3.55% | 295,459 | $7,114,650 | $7,176,699 | +$62,049 | +0.87% | |
| Mb, Levis & Associates, Llc | 2.49% | 281,695 | $6,780,408 | $6,842,372 | +$61,964 | +0.91% | |
| Lyell Wealth Management, Lp | 0.40% | 281,185 | $6,768,123 | $6,829,984 | +$61,861 | +0.91% | |
| Mcf Advisors Llc | 0.23% | 270,055 | $6,500,218 | $6,559,636 | +$59,418 | +0.91% | |
| Hancock Whitney Corp | 0.10% | 245,933 | $6,195,052 | $5,973,713 | -$221,339 | -3.57% | |
| Lido Advisors, Llc | 0.02% | 245,637 | $6,187,607 | $5,966,523 | -$221,084 | -3.57% | |
| Concurrent Investment Advisors, Llc | 0.04% | 255,472 | $6,149,211 | $6,205,415 | +$56,204 | +0.91% | |
| 4Thought Financial Group Inc. | 2.81% | 250,886 | $6,038,814 | $6,094,021 | +$55,207 | +0.91% | |
| Precedent Wealth Partners, Llc | 0.82% | 223,033 | $5,368,395 | $5,417,472 | +$49,077 | +0.91% | |
| Krilogy Financial Llc | 0.15% | 222,576 | $5,359,630 | $5,406,371 | +$46,741 | +0.87% | |
| Praetorian Wealth Management, Inc. | 0.90% | 218,644 | $5,262,761 | $5,310,863 | +$48,102 | +0.91% | |
| Marathon Mission, Inc. | 2.59% | 213,473 | $5,138,295 | $5,185,259 | +$46,964 | +0.91% | |
| Glenview Trust Co | 0.07% | 203,561 | $4,899,713 | $4,944,497 | +$44,784 | +0.91% | |
| Envestnet Asset Management Inc | 0.00% | 193,616 | $4,877,178 | $4,702,933 | -$174,245 | -3.57% | |
| Peloton Wealth Strategists | 1.72% | 184,250 | $4,641,000 | $4,475,433 | -$165,568 | -3.57% |
Frequently asked questions about IBDX
Who are the largest institutional holders of IBDX?
The largest institutional holders of IBDX reported in the latest SEC Form 13F filings include Aptus Capital Advisors, Llc, Capital Investment Advisors, Llc, Wells Fargo & Company/Mn, Capital Advisors Inc/Ok, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported IBDX position.
What is IBDX institutional ownership?
This page tracks IBDX positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2032 TC (IBDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDX?
InsiderSet currently tracks 239 institutional managers reporting IBDX 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 IBDX shareholders.
How much IBDX stock do institutions own?
Institutional investment managers disclosed approximately $1.34B in IBDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDX institutional ownership last updated?
The latest IBDX 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 IBDX 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 IBDX position after the reporting date.
Are institutions buying or selling IBDX?
Institutional buying and selling can be analyzed by comparing IBDX positions across consecutive 13F reporting periods. InsiderSet's IBDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDX ownership changes.
How has IBDX institutional ownership changed over time?
InsiderSet tracks IBDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.