ISHARES IBONDS DEC 2032 TC (IBDX) Institutional Shareholders
ISHARES IBONDS DEC 2032 TC (IBDX) 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 $1.33B in IBDX holdings during the latest filing period.
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 $157.35M, representing an estimated loss of -3.26% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% 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
225
Total Reported Value
$1.33B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$162.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
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 | $157,350,924 | -$5,294,533 | -3.26% | |
| Capital Investment Advisors, Llc | 1.16% | 3,505,410 | $88,301,268 | $85,426,842 | -$2,874,426 | -3.26% | |
| Wells Fargo & Company/Mn | 0.01% | 3,089,226 | $77,817,603 | $75,284,438 | -$2,533,165 | -3.26% | |
| Capital Advisors Inc/Ok | 1.05% | 2,822,834 | $71,107,188 | $68,792,465 | -$2,314,723 | -3.26% | |
| Morgan Stanley | 0.00% | 2,594,159 | $65,346,881 | $63,219,655 | -$2,127,226 | -3.26% | |
| Bank Of America Corp | 0.00% | 2,565,607 | $64,627,651 | $62,523,843 | -$2,103,808 | -3.26% | |
| Sigma Investment Counselors Inc | 1.95% | 1,585,690 | $39,943,532 | $38,643,265 | -$1,300,267 | -3.26% | |
| Royal Bank Of Canada | 0.01% | 1,345,144 | $33,884,000 | $32,781,159 | -$1,102,841 | -3.25% | |
| Ubs Group Ag | 0.00% | 1,208,903 | $30,452,267 | $29,460,966 | -$991,301 | -3.26% | |
| Klingman & Associates, Llc | 1.26% | 1,175,446 | $29,609,478 | $28,645,619 | -$963,859 | -3.26% | |
| Raymond James Financial Inc | 0.01% | 1,161,884 | $29,267,872 | $28,315,113 | -$952,759 | -3.26% | |
| Summit Financial, Llc | 0.32% | 1,160,179 | $29,224,903 | $28,273,562 | -$951,341 | -3.26% | |
| Seven Springs Wealth Group, Llc | 5.86% | 1,064,868 | $26,824,018 | $25,950,833 | -$873,185 | -3.26% | |
| Sound View Wealth Advisors Group, Llc | 1.57% | 1,005,519 | $25,329,023 | $24,504,498 | -$824,525 | -3.26% | |
| Ameriprise Financial Inc | 0.00% | 943,449 | $23,765,492 | $22,991,852 | -$773,640 | -3.26% | |
| Us Bancorp \De\ | 0.02% | 908,163 | $22,876,626 | $22,131,932 | -$744,694 | -3.26% | |
| Newedge Advisors, Llc | 0.07% | 876,466 | $22,078,172 | $21,359,476 | -$718,696 | -3.26% | |
| Advisors Capital Management, Llc | 0.23% | 859,918 | $21,661,345 | $20,956,202 | -$705,143 | -3.26% | |
| Cowa, Llc | 4.89% | 774,107 | $19,499,759 | $18,864,988 | -$634,771 | -3.26% | |
| Mv Capital Management, Inc. | 1.73% | 774,005 | $19,497,193 | $18,862,502 | -$634,691 | -3.26% | |
| Arrow Financial Corp | 1.42% | 630,882 | $15,891,923 | $15,374,594 | -$517,329 | -3.26% | |
| Lpl Financial Llc | 0.00% | 563,924 | $14,205,243 | $13,742,828 | -$462,415 | -3.26% | |
| Commonwealth Equity Services, Llc | 0.02% | 528,252 | $13,306,672 | $12,873,501 | -$433,171 | -3.26% | |
| Mb, Levis & Associates, Llc | 4.90% | 527,546 | $13,288,879 | $12,856,296 | -$432,583 | -3.26% | |
| Rockefeller Capital Management L.P. | 0.02% | 527,541 | $13,288,760 | $12,856,174 | -$432,586 | -3.26% | |
| Pfg Private Wealth Management, Llc | 5.54% | 507,215 | $12,776,746 | $12,360,830 | -$415,916 | -3.26% | |
| Janney Montgomery Scott Llc | 0.02% | 478,378 | $12,050,000 | $11,658,072 | -$391,928 | -3.25% | |
| Ironwood Financial, Llc | 1.81% | 464,902 | $11,557,460 | $11,329,662 | -$227,798 | -1.97% | |
| Probity Advisors, Inc. | 1.50% | 415,729 | $10,472,212 | $10,131,316 | -$340,896 | -3.26% | |
| Parkway Wealth Management Group, Llc | 1.17% | 402,635 | $10,142,385 | $9,812,215 | -$330,170 | -3.26% | |
| Atlantic Union Bankshares Corp | 0.16% | 380,552 | $9,586,105 | $9,274,052 | -$312,053 | -3.26% | |
| Cornerstone Planning, Llc | 2.21% | 379,908 | $9,569,874 | $9,258,358 | -$311,516 | -3.26% | |
| Guidance Point Advisors, Llc | 1.73% | 325,556 | $8,200,817 | $7,933,800 | -$267,017 | -3.26% | |
| Snowden Capital Advisors Llc | 0.18% | 297,905 | $7,504,220 | $7,259,945 | -$244,275 | -3.26% | |
| Lyell Wealth Management, Lp | 0.41% | 266,910 | $6,723,463 | $6,504,597 | -$218,866 | -3.26% | |
| Parallel Advisors, Llc | 0.10% | 266,516 | $6,713,550 | $6,494,995 | -$218,555 | -3.26% | |
| Mcf Advisors Llc | 0.23% | 257,910 | $6,496,747 | $6,285,267 | -$211,480 | -3.26% | |
| Howland Capital Management Llc | 0.23% | 252,860 | $6,369,544 | $6,162,198 | -$207,346 | -3.26% | |
| Concurrent Investment Advisors, Llc | 0.05% | 252,548 | $6,361,684 | $6,154,595 | -$207,089 | -3.26% | |
| 4Thought Financial Group Inc. | 2.96% | 250,276 | $6,304,450 | $6,099,226 | -$205,224 | -3.26% | |
| Hancock Whitney Corp | 0.10% | 245,933 | $6,195,052 | $5,993,387 | -$201,665 | -3.26% | |
| Lido Advisors, Llc | 0.02% | 245,637 | $6,187,607 | $5,986,174 | -$201,433 | -3.26% | |
| Krilogy Financial Llc | 0.16% | 219,930 | $5,540,037 | $5,359,694 | -$180,343 | -3.26% | |
| Marathon Mission, Inc. | 2.63% | 208,786 | $5,259,319 | $5,088,115 | -$171,204 | -3.26% | |
| Praetorian Wealth Management, Inc. | 0.86% | 197,602 | $4,977,594 | $4,815,561 | -$162,033 | -3.26% | |
| Envestnet Asset Management Inc | 0.00% | 193,616 | $4,877,178 | $4,718,422 | -$158,756 | -3.26% | |
| Peloton Wealth Strategists | 1.72% | 184,250 | $4,641,000 | $4,490,173 | -$150,828 | -3.25% | |
| Kintra Wealth, Llc | 0.24% | 180,265 | $4,494,014 | $4,393,058 | -$100,956 | -2.25% | |
| Glenview Trust Co | 0.06% | 174,361 | $4,392,153 | $4,249,178 | -$142,975 | -3.26% | |
| Signature Wealth Management Group | 1.63% | 169,983 | $4,295,467 | $4,142,486 | -$152,981 | -3.56% |
Frequently asked questions about IBDX
Who owns the most IBDX stock?
The largest holders of IBDX 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 2032 TC (IBDX).
Is IBDX widely held by superinvestors?
Many widely followed stocks like IBDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDX 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.