IBDZ Institutional Ownership & Shareholders
ISHARESIBONDSDEC2034TMCORP (IBDZ) is currently held by 128 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $666.43M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBDZ tracked by InsiderSet, reporting ownership valued at approximately $71.62M in its September 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 $72.93M, representing an estimated gain of +1.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% of the total disclosed IBDZ value among the investors covered in this analysis. Major shareholders include Capital Investment Advisors, Llc, Aptus Capital Advisors, Llc, Sarver Vrooman Wealth Advisors, and several other long-term asset managers with concentrated positions in ISHARESIBONDSDEC2034TMCORP (IBDZ).
This page ranks the largest institutional IBDZ 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
128
Total Reported Value
$666.43M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$71.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, Llc | 0.94% | 2,907,774 | $71,618,485 | $72,926,972 | +$1,308,487 | +1.83% | |
| Aptus Capital Advisors, Llc | 0.45% | 2,351,615 | $61,259,571 | $58,978,504 | -$2,281,067 | -3.72% | |
| Sarver Vrooman Wealth Advisors | 24.91% | 1,718,835 | $42,334,902 | $43,108,382 | +$773,480 | +1.83% | |
| Morgan Stanley | 0.00% | 1,514,889 | $39,462,858 | $37,993,416 | -$1,469,442 | -3.72% | |
| Bank Of America Corp | 0.00% | 1,360,791 | $35,448,606 | $34,128,638 | -$1,319,968 | -3.72% | |
| Summitry Llc | 1.11% | 1,290,108 | $33,607,311 | $32,355,909 | -$1,251,402 | -3.72% | |
| Sigma Investment Counselors Inc | 1.48% | 1,288,129 | $31,726,621 | $32,306,275 | +$579,654 | +1.83% | |
| Summit Financial, Llc | 0.30% | 1,054,715 | $27,475,330 | $26,452,252 | -$1,023,078 | -3.72% | |
| Royal Bank Of Canada | 0.00% | 745,780 | $19,428,000 | $18,704,162 | -$723,838 | -3.73% | |
| Mv Capital Management, Inc. | 1.66% | 745,017 | $18,349,776 | $18,685,026 | +$335,250 | +1.83% | |
| Wells Fargo & Company/Mn | 0.00% | 662,018 | $17,245,579 | $16,603,411 | -$642,168 | -3.72% | |
| Seneca House Advisors | 5.04% | 547,030 | $14,250,132 | $13,719,512 | -$530,620 | -3.72% | |
| Arrow Financial Corp | 1.19% | 527,694 | $12,997,127 | $13,234,566 | +$237,439 | +1.83% | |
| Ameriprise Financial Inc | 0.00% | 496,658 | $12,937,927 | $12,456,183 | -$481,744 | -3.72% | |
| Mb, Levis & Associates, Llc | 4.58% | 507,715 | $12,505,010 | $12,733,492 | +$228,482 | +1.83% | |
| Raymond James Financial Inc | 0.00% | 411,323 | $10,714,947 | $10,315,981 | -$398,966 | -3.72% | |
| Janney Montgomery Scott Llc | 0.02% | 396,620 | $10,332,000 | $9,947,230 | -$384,770 | -3.72% | |
| Nestegg Advisors, Inc. | 6.63% | 409,343 | $10,082,110 | $10,266,322 | +$184,212 | +1.83% | |
| Commonwealth Equity Services, Llc | 0.01% | 386,053 | $10,056,688 | $9,682,209 | -$374,479 | -3.72% | |
| Us Bancorp \De\ | 0.01% | 382,108 | $9,953,913 | $9,583,269 | -$370,644 | -3.72% | |
| Parkway Wealth Management Group, Llc | 1.12% | 396,685 | $9,770,339 | $9,948,860 | +$178,521 | +1.83% | |
| Ubs Group Ag | 0.00% | 368,529 | $9,600,180 | $9,242,707 | -$357,473 | -3.72% | |
| Guidance Point Advisors, Llc | 1.61% | 311,851 | $7,680,910 | $7,821,223 | +$140,313 | +1.83% | |
| Kestra Advisory Services, Llc | 0.02% | 290,450 | $7,566,228 | $7,284,486 | -$281,742 | -3.72% | |
| Citadel Advisors Llc | 0.00% | 278,288 | $7,249,402 | $6,979,463 | -$269,939 | -3.72% | |
| Lido Advisors, Llc | 0.02% | 266,373 | $6,939,026 | $6,680,635 | -$258,391 | -3.72% | |
| Probity Advisors, Inc. | 0.92% | 261,776 | $6,447,534 | $6,565,342 | +$117,808 | +1.83% | |
| Parallel Advisors, Llc | 0.09% | 220,481 | $5,743,545 | $5,529,663 | -$213,882 | -3.72% | |
| Hancock Whitney Corp | 0.09% | 211,349 | $5,505,641 | $5,300,633 | -$205,008 | -3.72% | |
| Krilogy Financial Llc | 0.15% | 218,103 | $5,382,782 | $5,470,023 | +$87,241 | +1.62% | |
| Lyell Wealth Management, Lp | 0.29% | 199,035 | $4,902,232 | $4,991,798 | +$89,566 | +1.83% | |
| 4Thought Financial Group Inc. | 2.26% | 184,936 | $4,817,577 | $4,638,195 | -$179,382 | -3.72% | |
| Benjamin Edwards Inc | 0.04% | 152,066 | $3,961,136 | $3,813,815 | -$147,321 | -3.72% | |
| Cwm, Llc | 0.01% | 130,970 | $3,413,078 | $3,284,728 | -$128,350 | -3.76% | |
| Mercer Global Advisors Inc | 0.00% | 129,750 | $3,379,996 | $3,254,130 | -$125,866 | -3.72% | |
| Ep Wealth Advisors, Llc | 0.01% | 126,985 | $3,307,970 | $3,184,784 | -$123,186 | -3.72% | |
| Apollon Wealth Management, Llc | 0.04% | 132,730 | $3,269,141 | $3,328,868 | +$59,727 | +1.83% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 128,962 | $3,184,081 | $3,234,367 | +$50,286 | +1.58% | |
| J.W. Cole Advisors, Inc. | 0.05% | 120,298 | $3,133,758 | $3,017,074 | -$116,684 | -3.72% | |
| Atlantic Union Bankshares Corp | 0.05% | 103,669 | $2,700,577 | $2,600,019 | -$100,558 | -3.72% | |
| Meitav Investment House Ltd | 0.02% | 104,514 | $2,570,121 | $2,621,211 | +$51,090 | +1.99% | |
| Marathon Mission, Inc. | 1.28% | 102,753 | $2,530,806 | $2,577,045 | +$46,239 | +1.83% | |
| Paradigm, Strategies In Wealth Management, Llc | 1.58% | 100,123 | $2,466,031 | $2,511,085 | +$45,054 | +1.83% | |
| Stonebrook Private Inc. | 0.44% | 93,518 | $2,436,137 | $2,345,431 | -$90,706 | -3.72% | |
| Lpl Financial Llc | 0.00% | 84,655 | $2,205,272 | $2,123,147 | -$82,125 | -3.72% | |
| Envestnet Asset Management Inc | 0.00% | 79,505 | $2,071,097 | $1,993,985 | -$77,112 | -3.72% | |
| Susquehanna International Group, Llp | 0.00% | 78,195 | $2,036,980 | $1,961,131 | -$75,849 | -3.72% | |
| Archford Capital Strategies, Llc | 0.18% | 74,235 | $1,828,408 | $1,861,814 | +$33,406 | +1.83% | |
| Segment Wealth Management, Llc | 0.09% | 73,318 | $1,805,822 | $1,838,815 | +$32,993 | +1.83% | |
| Associated Banc-Corp | 0.04% | 70,764 | $1,742,917 | $1,774,761 | +$31,844 | +1.83% |
Frequently asked questions about IBDZ
Who are the largest institutional holders of IBDZ?
The largest institutional holders of IBDZ reported in the latest SEC Form 13F filings include Capital Investment Advisors, Llc, Aptus Capital Advisors, Llc, Sarver Vrooman Wealth Advisors, Morgan Stanley, and Bank Of America Corp. InsiderSet ranks institutional holders by their latest reported IBDZ position.
What is IBDZ institutional ownership?
This page tracks IBDZ positions reported by institutional investment managers through SEC Form 13F. ISHARESIBONDSDEC2034TMCORP (IBDZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDZ?
InsiderSet currently tracks 128 institutional managers reporting IBDZ 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 IBDZ shareholders.
How much IBDZ stock do institutions own?
Institutional investment managers disclosed approximately $666.43M in IBDZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDZ institutional ownership last updated?
The latest IBDZ 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 IBDZ 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 IBDZ position after the reporting date.
Are institutions buying or selling IBDZ?
Institutional buying and selling can be analyzed by comparing IBDZ positions across consecutive 13F reporting periods. InsiderSet's IBDZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDZ ownership changes.
How has IBDZ institutional ownership changed over time?
InsiderSet tracks IBDZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.