ISHRS IBNDS DEC 27 CORP ETF (IBDS) Institutional Shareholders
ISHRS IBNDS DEC 27 CORP ETF (IBDS) 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 $2.74B in IBDS holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of IBDS tracked by InsiderSet, reporting ownership valued at approximately $234.69M 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 $234.21M, representing an estimated loss of -0.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed IBDS value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Mercer Global Advisors Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHRS IBNDS DEC 27 CORP ETF (IBDS).
This page ranks the largest institutional IBDS 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
437
Total Reported Value
$2.74B
Largest Holder
Bank Of America Corp
Largest Position
$234.69M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
25
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 9,690,105 | $234,694,342 | $234,209,838 | -$484,504 | -0.21% | |
| Mercer Global Advisors Inc | 0.17% | 5,560,160 | $134,667,081 | $134,389,067 | -$278,014 | -0.21% | |
| Morgan Stanley | 0.01% | 4,571,915 | $110,731,813 | $110,503,186 | -$228,627 | -0.21% | |
| Lido Advisors, Llc | 0.38% | 4,367,228 | $105,774,285 | $105,555,901 | -$218,384 | -0.21% | |
| Ubs Group Ag | 0.02% | 4,219,212 | $102,189,315 | $101,978,354 | -$210,961 | -0.21% | |
| Hm Payson & Co | 1.33% | 4,152,438 | $100,572,056 | $100,364,426 | -$207,630 | -0.21% | |
| Raymond James Financial Inc | 0.02% | 3,756,955 | $90,993,451 | $90,805,602 | -$187,849 | -0.21% | |
| Lpl Financial Llc | 0.02% | 3,652,706 | $88,468,534 | $88,285,904 | -$182,630 | -0.21% | |
| Sound View Wealth Advisors Group, Llc | 3.23% | 2,150,618 | $52,087,966 | $51,980,437 | -$107,529 | -0.21% | |
| Capital Investment Advisors, Llc | 0.61% | 1,918,973 | $46,477,528 | $46,381,577 | -$95,951 | -0.21% | |
| Ameriprise Financial Inc | 0.01% | 1,906,529 | $46,178,547 | $46,080,806 | -$97,741 | -0.21% | |
| Royal Bank Of Canada | 0.01% | 1,654,457 | $40,071,000 | $39,988,226 | -$82,774 | -0.21% | |
| Commonwealth Equity Services, Llc | 0.05% | 1,520,764 | $36,832,907 | $36,756,866 | -$76,041 | -0.21% | |
| Captrust Financial Advisors | 0.06% | 1,512,130 | $36,623,780 | $36,548,182 | -$75,598 | -0.21% | |
| Gratus Wealth Advisors, Llc | 4.63% | 1,501,436 | $36,364,782 | $36,289,708 | -$75,074 | -0.21% | |
| Kathmere Capital Management, Llc | 1.89% | 1,464,682 | $35,474,594 | $35,401,364 | -$73,230 | -0.21% | |
| Wells Fargo & Company/Mn | 0.01% | 1,457,509 | $35,300,852 | $35,227,993 | -$72,859 | -0.21% | |
| Howland Capital Management Llc | 1.17% | 1,336,886 | $32,379,379 | $32,312,535 | -$66,844 | -0.21% | |
| Sigma Investment Counselors Inc | 1.57% | 1,331,503 | $32,248,999 | $32,182,428 | -$66,571 | -0.21% | |
| Rvw Wealth, Llc | 2.03% | 1,272,324 | $30,815,692 | $30,752,071 | -$63,621 | -0.21% | |
| Truist Financial Corp | 0.03% | 1,179,587 | $28,569,605 | $28,510,618 | -$58,987 | -0.21% | |
| Kestra Advisory Services, Llc | 0.09% | 1,163,553 | $28,181,246 | $28,123,076 | -$58,170 | -0.21% | |
| Woodmont Investment Counsel Llc | 1.41% | 1,062,966 | $25,745,046 | $25,691,888 | -$53,158 | -0.21% | |
| Stifel Financial Corp | 0.02% | 1,051,623 | $25,470,332 | $25,417,728 | -$52,604 | -0.21% | |
| Wick Capital Partners, Llc | 3.73% | 1,021,785 | $24,747,628 | $24,696,543 | -$51,085 | -0.21% | |
| Klingman & Associates, Llc | 0.99% | 959,571 | $23,240,810 | $23,192,831 | -$47,979 | -0.21% | |
| Focus Partners Wealth | 0.02% | 931,010 | $22,549,076 | $22,502,512 | -$46,564 | -0.21% | |
| Hightower Advisors, Llc | 0.02% | 886,819 | $21,478,750 | $21,434,415 | -$44,335 | -0.21% | |
| Meiji Yasuda Life Insurance Co | 0.70% | 866,000 | $20,974,520 | $20,931,220 | -$43,300 | -0.21% | |
| Mv Capital Management, Inc. | 2.04% | 857,584 | $20,787,829 | $20,727,805 | -$60,024 | -0.29% | |
| Newedge Advisors, Llc | 0.06% | 827,982 | $20,053,727 | $20,012,325 | -$41,402 | -0.21% | |
| Benjamin Edwards Inc | 0.18% | 818,429 | $19,822,028 | $19,781,429 | -$40,599 | -0.20% | |
| Summit Asset Management, Llc | 2.44% | 787,752 | $19,079,358 | $19,039,966 | -$39,392 | -0.21% | |
| Us Bancorp \De\ | 0.02% | 775,764 | $18,789,005 | $18,750,216 | -$38,789 | -0.21% | |
| Mesirow Financial Investment Management, Inc. | 0.28% | 742,094 | $17,973,526 | $17,936,412 | -$37,114 | -0.21% | |
| Glenview Trust Co | 0.28% | 739,672 | $17,929,648 | $17,877,872 | -$51,776 | -0.29% | |
| Spinnaker Trust | 0.86% | 732,003 | $17,729,112 | $17,692,513 | -$36,599 | -0.21% | |
| Rebalance, Llc | 0.91% | 714,290 | $17,300,103 | $17,264,389 | -$35,714 | -0.21% | |
| Blackrock, Inc. | 0.00% | 702,212 | $17,007,575 | $16,972,464 | -$35,111 | -0.21% | |
| Stratos Wealth Partners, Ltd. | 0.17% | 699,963 | $16,953,111 | $16,918,106 | -$35,005 | -0.21% | |
| Sanctuary Advisors, Llc | 0.08% | 671,274 | $16,258,260 | $16,224,693 | -$33,567 | -0.21% | |
| Central Trust Co | 0.28% | 632,851 | $15,327,652 | $15,296,009 | -$31,643 | -0.21% | |
| Ep Wealth Advisors, Llc | 0.06% | 624,892 | $15,134,880 | $15,103,640 | -$31,240 | -0.21% | |
| Strid Group, Llc | 1.64% | 610,929 | $14,796,707 | $14,766,154 | -$30,553 | -0.21% | |
| Lyell Wealth Management, Lp | 0.88% | 592,813 | $14,357,931 | $14,328,290 | -$29,641 | -0.21% | |
| Novem Group | 1.44% | 588,288 | $14,248,328 | $14,218,921 | -$29,407 | -0.21% | |
| First National Trust Co | 0.48% | 583,708 | $14,137,407 | $14,108,222 | -$29,185 | -0.21% | |
| Cwm, Llc | 0.04% | 582,167 | $14,111,720 | $14,070,976 | -$40,744 | -0.29% | |
| Northstar Group, Inc. | 1.62% | 518,768 | $12,564,564 | $12,538,623 | -$25,941 | -0.21% | |
| Integrated Wealth Concepts Llc | 0.06% | 498,349 | $12,069,971 | $12,045,095 | -$24,876 | -0.21% |
Frequently asked questions about IBDS
Who owns the most IBDS stock?
The largest holders of IBDS 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 ISHRS IBNDS DEC 27 CORP ETF (IBDS).
Is IBDS widely held by superinvestors?
Many widely followed stocks like IBDS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDS 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.