ISHARES IBONDS DEC 2031 CORP (IBDW) Institutional Shareholders
ISHARES IBONDS DEC 2031 CORP (IBDW) 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 $1.92B in IBDW holdings during the latest filing period.
Aptus Capital Advisors, Llc is currently the largest disclosed institutional shareholder of IBDW tracked by InsiderSet, reporting ownership valued at approximately $156.84M 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 $155.71M, representing an estimated loss of -0.72% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 43% of the total disclosed IBDW value among the investors covered in this analysis. Major shareholders include Aptus Capital Advisors, Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2031 CORP (IBDW).
This page ranks the largest institutional IBDW 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
291
Total Reported Value
$1.92B
Largest Holder
Aptus Capital Advisors, Llc
Largest Position
$156.84M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, Llc | 1.15% | 7,526,023 | $156,842,319 | $155,713,416 | -$1,128,903 | -0.72% | |
| Bank Of America Corp | 0.01% | 5,468,188 | $113,957,030 | $113,136,810 | -$820,220 | -0.72% | |
| Morgan Stanley | 0.01% | 4,872,246 | $101,537,625 | $100,806,770 | -$730,855 | -0.72% | |
| Capital Investment Advisors, Llc | 1.11% | 4,032,502 | $84,037,343 | $83,432,466 | -$604,877 | -0.72% | |
| Raymond James Financial Inc | 0.02% | 3,493,863 | $72,812,112 | $72,288,025 | -$524,087 | -0.72% | |
| Capital Advisors Inc/Ok | 1.03% | 3,366,208 | $70,151,777 | $69,646,844 | -$504,933 | -0.72% | |
| Venture Visionary Partners Llc | 1.81% | 3,118,072 | $64,980,638 | $64,512,910 | -$467,728 | -0.72% | |
| Hightower Advisors, Llc | 0.06% | 3,053,931 | $63,643,923 | $63,185,832 | -$458,091 | -0.72% | |
| Wells Fargo & Company/Mn | 0.01% | 2,330,862 | $48,575,167 | $48,225,535 | -$349,632 | -0.72% | |
| Sarver Vrooman Wealth Advisors | 27.48% | 2,220,499 | $46,108,659 | $45,942,124 | -$166,535 | -0.36% | |
| Royal Bank Of Canada | 0.01% | 2,056,315 | $42,854,000 | $42,545,157 | -$308,843 | -0.72% | |
| Ubs Group Ag | 0.01% | 1,974,964 | $41,158,250 | $40,862,005 | -$296,245 | -0.72% | |
| Sigma Investment Counselors Inc | 1.93% | 1,899,841 | $39,592,686 | $39,307,710 | -$284,976 | -0.72% | |
| Mercer Global Advisors Inc | 0.05% | 1,890,508 | $39,398,184 | $39,114,611 | -$283,573 | -0.72% | |
| Advisors Capital Management, Llc | 0.41% | 1,859,275 | $38,747,308 | $38,468,400 | -$278,908 | -0.72% | |
| Klingman & Associates, Llc | 1.57% | 1,766,564 | $36,815,189 | $36,550,209 | -$264,980 | -0.72% | |
| Summitry Llc | 1.14% | 1,659,714 | $34,588,448 | $34,339,483 | -$248,965 | -0.72% | |
| Ameriprise Financial Inc | 0.01% | 1,536,466 | $32,019,931 | $31,789,482 | -$230,449 | -0.72% | |
| Summit Financial, Llc | 0.32% | 1,399,981 | $29,175,601 | $28,965,607 | -$209,994 | -0.72% | |
| Sound View Wealth Advisors Group, Llc | 1.71% | 1,323,935 | $27,590,804 | $27,392,215 | -$198,589 | -0.72% | |
| Newedge Advisors, Llc | 0.08% | 1,210,400 | $25,224,740 | $25,043,176 | -$181,564 | -0.72% | |
| Woodmont Investment Counsel Llc | 1.28% | 1,127,880 | $23,505,013 | $23,335,837 | -$169,176 | -0.72% | |
| Mv Capital Management, Inc. | 1.87% | 912,123 | $19,090,726 | $18,871,825 | -$218,901 | -1.15% | |
| Us Bancorp \De\ | 0.02% | 892,375 | $18,597,095 | $18,463,239 | -$133,856 | -0.72% | |
| Ep Wealth Advisors, Llc | 0.07% | 868,068 | $18,090,535 | $17,960,327 | -$130,208 | -0.72% | |
| Blackrock, Inc. | 0.00% | 814,335 | $16,970,741 | $16,848,591 | -$122,150 | -0.72% | |
| Commonwealth Equity Services, Llc | 0.02% | 802,813 | $16,730,627 | $16,610,201 | -$120,426 | -0.72% | |
| Arrow Financial Corp | 1.39% | 741,952 | $15,462,297 | $15,350,987 | -$111,310 | -0.72% | |
| Lpl Financial Llc | 0.00% | 724,949 | $15,107,933 | $14,999,195 | -$108,738 | -0.72% | |
| Howland Capital Management Llc | 0.51% | 684,857 | $14,272,420 | $14,169,691 | -$102,729 | -0.72% | |
| Ironwood Financial, Llc | 2.13% | 660,559 | $13,620,731 | $13,666,966 | +$46,235 | +0.34% | |
| Rockefeller Capital Management L.P. | 0.02% | 643,295 | $13,406,285 | $13,309,774 | -$96,511 | -0.72% | |
| Envision Financial Planning, Llc | 4.35% | 641,798 | $13,375,074 | $13,278,801 | -$96,273 | -0.72% | |
| Lido Advisors, Llc | 0.04% | 603,204 | $12,570,781 | $12,480,291 | -$90,490 | -0.72% | |
| Mariner, Llc | 0.01% | 583,372 | $12,157,476 | $12,069,967 | -$87,509 | -0.72% | |
| Pfg Private Wealth Management, Llc | 5.23% | 578,995 | $12,066,256 | $11,979,407 | -$86,849 | -0.72% | |
| Probity Advisors, Inc. | 1.71% | 573,243 | $11,946,379 | $11,860,398 | -$85,981 | -0.72% | |
| Jane Street Group, Llc | 0.01% | 532,424 | $11,095,716 | $11,015,853 | -$79,863 | -0.72% | |
| First National Trust Co | 0.37% | 520,124 | $10,839,384 | $10,761,366 | -$78,018 | -0.72% | |
| Truist Financial Corp | 0.01% | 508,581 | $10,598,825 | $10,522,541 | -$76,284 | -0.72% | |
| Parkway Wealth Management Group, Llc | 1.17% | 486,711 | $10,143,052 | $10,070,051 | -$73,001 | -0.72% | |
| Kestra Advisory Services, Llc | 0.03% | 475,124 | $9,901,582 | $9,830,316 | -$71,266 | -0.72% | |
| Atlantic Union Bankshares Corp | 0.16% | 463,988 | $9,669,510 | $9,599,912 | -$69,598 | -0.72% | |
| Cornerstone Planning, Llc | 2.21% | 458,296 | $9,550,893 | $9,482,144 | -$68,749 | -0.72% | |
| Windsor Capital Management, Llc | 2.35% | 433,744 | $9,039,225 | $8,974,163 | -$65,062 | -0.72% | |
| Cowa, Llc | 2.26% | 433,167 | $9,027,193 | $8,962,225 | -$64,968 | -0.72% | |
| Guidance Point Advisors, Llc | 1.90% | 431,138 | $8,985,143 | $8,920,245 | -$64,898 | -0.72% | |
| Glenview Trust Co | 0.13% | 393,227 | $8,230,241 | $8,135,867 | -$94,374 | -1.15% | |
| Spreng Capital Management, Inc. | 2.97% | 391,643 | $8,161,840 | $8,103,094 | -$58,746 | -0.72% | |
| Snowden Capital Advisors Llc | 0.19% | 386,984 | $8,064,744 | $8,006,699 | -$58,045 | -0.72% |
Frequently asked questions about IBDW
Who owns the most IBDW stock?
The largest holders of IBDW 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 2031 CORP (IBDW).
Is IBDW widely held by superinvestors?
Many widely followed stocks like IBDW appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDW 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.