ISHARESIBONDSDEC2034TMCORP (IBDZ) Institutional Shareholders
ISHARESIBONDSDEC2034TMCORP (IBDZ) 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 $684.98M in IBDZ holdings during the latest filing period.
Capital Investment Advisors, Llc is currently the largest disclosed institutional shareholder of IBDZ tracked by InsiderSet, reporting ownership valued at approximately $70.62M 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 $68.02M, representing an estimated loss of -3.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% 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
125
Total Reported Value
$684.98M
Largest Holder
Capital Investment Advisors, Llc
Largest Position
$70.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
122
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 | 0.93% | 2,711,023 | $70,622,144 | $68,022,278 | -$2,599,866 | -3.68% | |
| Aptus Capital Advisors, Llc | 0.45% | 2,351,615 | $61,259,571 | $59,004,372 | -$2,255,199 | -3.68% | |
| Sarver Vrooman Wealth Advisors | 25.98% | 1,681,034 | $43,580,797 | $42,178,824 | -$1,401,973 | -3.22% | |
| Morgan Stanley | 0.00% | 1,514,889 | $39,462,858 | $38,010,080 | -$1,452,778 | -3.68% | |
| Bank Of America Corp | 0.00% | 1,360,791 | $35,448,606 | $34,143,607 | -$1,304,999 | -3.68% | |
| Sigma Investment Counselors Inc | 1.66% | 1,304,097 | $33,971,724 | $32,721,098 | -$1,250,626 | -3.68% | |
| Summitry Llc | 1.11% | 1,290,108 | $33,607,311 | $32,370,100 | -$1,237,211 | -3.68% | |
| Summit Financial, Llc | 0.30% | 1,054,715 | $27,475,330 | $26,463,854 | -$1,011,476 | -3.68% | |
| Royal Bank Of Canada | 0.00% | 745,780 | $19,428,000 | $18,712,366 | -$715,634 | -3.68% | |
| Mv Capital Management, Inc. | 1.69% | 732,336 | $19,077,359 | $18,375,043 | -$702,316 | -3.68% | |
| Wells Fargo & Company/Mn | 0.00% | 662,018 | $17,245,579 | $16,610,694 | -$634,885 | -3.68% | |
| Seneca House Advisors | 5.04% | 547,030 | $14,250,132 | $13,725,530 | -$524,602 | -3.68% | |
| Mb, Levis & Associates, Llc | 4.95% | 515,551 | $13,430,091 | $12,935,690 | -$494,401 | -3.68% | |
| Arrow Financial Corp | 1.20% | 512,414 | $13,348,404 | $12,856,980 | -$491,424 | -3.68% | |
| Ameriprise Financial Inc | 0.00% | 496,658 | $12,937,927 | $12,461,646 | -$476,281 | -3.68% | |
| Pfg Private Wealth Management, Llc | 5.55% | 491,365 | $12,800,058 | $12,328,839 | -$471,219 | -3.68% | |
| Raymond James Financial Inc | 0.00% | 411,323 | $10,714,947 | $10,320,505 | -$394,442 | -3.68% | |
| Janney Montgomery Scott Llc | 0.02% | 396,620 | $10,332,000 | $9,951,592 | -$380,408 | -3.68% | |
| Nestegg Advisors, Inc. | 7.22% | 392,084 | $10,213,795 | $9,837,780 | -$376,015 | -3.68% | |
| Parkway Wealth Management Group, Llc | 1.17% | 389,186 | $10,138,282 | $9,765,066 | -$373,216 | -3.68% | |
| Commonwealth Equity Services, Llc | 0.01% | 386,053 | $10,056,688 | $9,686,456 | -$370,232 | -3.68% | |
| Us Bancorp \De\ | 0.01% | 382,108 | $9,953,913 | $9,587,472 | -$366,441 | -3.68% | |
| Ubs Group Ag | 0.00% | 368,529 | $9,600,180 | $9,246,761 | -$353,419 | -3.68% | |
| Guidance Point Advisors, Llc | 1.61% | 292,677 | $7,624,273 | $7,343,559 | -$280,714 | -3.68% | |
| Kestra Advisory Services, Llc | 0.02% | 290,450 | $7,566,228 | $7,287,681 | -$278,547 | -3.68% | |
| Citadel Advisors Llc | 0.00% | 278,288 | $7,249,402 | $6,982,524 | -$266,878 | -3.68% | |
| Lido Advisors, Llc | 0.02% | 266,373 | $6,939,026 | $6,683,565 | -$255,461 | -3.68% | |
| Probity Advisors, Inc. | 0.87% | 232,182 | $6,048,350 | $5,825,679 | -$222,671 | -3.68% | |
| Parallel Advisors, Llc | 0.09% | 220,481 | $5,743,545 | $5,532,089 | -$211,456 | -3.68% | |
| Apollon Wealth Management, Llc | 0.07% | 218,132 | $5,682,339 | $5,473,150 | -$209,189 | -3.68% | |
| Hancock Whitney Corp | 0.09% | 211,349 | $5,505,641 | $5,302,958 | -$202,683 | -3.68% | |
| Krilogy Financial Llc | 0.16% | 201,927 | $5,260,198 | $5,066,550 | -$193,648 | -3.68% | |
| 4Thought Financial Group Inc. | 2.26% | 184,936 | $4,817,577 | $4,640,229 | -$177,348 | -3.68% | |
| Lyell Wealth Management, Lp | 0.29% | 181,335 | $4,723,777 | $4,549,876 | -$173,901 | -3.68% | |
| Paradigm, Strategies In Wealth Management, Llc | 2.47% | 155,677 | $4,055,398 | $3,906,092 | -$149,306 | -3.68% | |
| Benjamin Edwards Inc | 0.04% | 152,066 | $3,961,136 | $3,815,488 | -$145,648 | -3.68% | |
| Cwm, Llc | 0.01% | 130,970 | $3,413,078 | $3,286,168 | -$126,910 | -3.72% | |
| Mercer Global Advisors Inc | 0.00% | 129,750 | $3,379,996 | $3,255,557 | -$124,439 | -3.68% | |
| Ep Wealth Advisors, Llc | 0.01% | 126,985 | $3,307,970 | $3,186,181 | -$121,789 | -3.68% | |
| J.W. Cole Advisors, Inc. | 0.05% | 120,298 | $3,133,758 | $3,018,397 | -$115,361 | -3.68% | |
| Meitav Investment House Ltd | 0.02% | 119,534 | $3,112,253 | $2,999,228 | -$113,025 | -3.63% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 118,097 | $3,043,351 | $2,963,172 | -$80,179 | -2.63% | |
| Atlantic Union Bankshares Corp | 0.05% | 103,669 | $2,700,577 | $2,601,159 | -$99,418 | -3.68% | |
| Marathon Mission, Inc. | 1.30% | 100,156 | $2,609,064 | $2,513,014 | -$96,050 | -3.68% | |
| Stonebrook Private Inc. | 0.44% | 93,518 | $2,436,137 | $2,346,460 | -$89,677 | -3.68% | |
| Lpl Financial Llc | 0.00% | 84,655 | $2,205,272 | $2,124,079 | -$81,193 | -3.68% | |
| Envestnet Asset Management Inc | 0.00% | 79,505 | $2,071,097 | $1,994,860 | -$76,237 | -3.68% | |
| Susquehanna International Group, Llp | 0.00% | 78,195 | $2,036,980 | $1,961,991 | -$74,989 | -3.68% | |
| Archford Capital Strategies, Llc | 0.20% | 76,286 | $1,987,250 | $1,914,092 | -$73,158 | -3.68% | |
| Signature Wealth Management Group | 0.63% | 63,237 | $1,647,956 | $1,586,680 | -$61,276 | -3.72% |
Frequently asked questions about IBDZ
Who owns the most IBDZ stock?
The largest holders of IBDZ 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 ISHARESIBONDSDEC2034TMCORP (IBDZ).
Is IBDZ widely held by superinvestors?
Many widely followed stocks like IBDZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDZ 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.