Security record · archived quarter
IBDV
iShares iBonds Dec 2030 Term Corporate ETF · Financial Services · Asset Management - Bonds
45Tracked holders
+5Δ holders
45.28MShares held
$991.08MReported value
+5New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +12.5% ·
share flow +15.1% ·
net new positions +11.1%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +1 | 44.99M | $980.84M | +2 | −2 |
| Q1 2026 | 45 | +5 | 45.28M | $991.08M | +5 | — |
| Q4 2025 | 40 | 0 | 39.32M | $867.90M | +1 | −1 |
| Q3 2025 | 5 | 0 | 4.05M | $89.69M | — | — |
| Q2 2025 | 3 | +1 | 287.18K | $6.31M | +1 | — |
| Q1 2025 | 1 | 0 | 97.63K | $2.12M | — | — |
| Q4 2024 | 1 | 0 | 86.85K | $1.86M | — | — |
| Q3 2024 | 1 | 0 | 137.38K | $3.05M | — | — |
| Q2 2024 | 1 | — | 9.73K | $206,902 | — | — |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.07M | +11.4% | $198.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Mercer Global Advisors Inc /Adv | 5.37M | -13.2% | $117.64M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 4.74M | +32.6% | $103.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 4.30M | +21.3% | $94.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 2.93M | -3.4% | $64.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 2.51M | +7.2% | $54.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | HighTower Advisors, LLC | 2.36M | +2.8% | $51.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | UBS Group AG | 2.12M | +13.0% | $46.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Lido Advisors, LLC | 1.98M | +593.8% | $43.35M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 10 | Us Bancorp \De\ | 1.17M | +4.1% | $25.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Stifel Financial Corp | 1.06M | +10.7% | $23.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | LPL Financial LLC | 1.04M | +21.1% | $22.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 716.49K | +3.0% | $15.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 656.22K | +6.5% | $14.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | BlackRock ✦ (passive) | 652.80K | +59.5% | $14.29M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 16 | Ameriprise Financial Inc | 646.15K | +7.7% | $14.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 17 | Rockefeller Capital Management L.P. | 622.60K | +2.9% | $13.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 523.84K | New | $11.47M | 0.0% | New | 1 | SEC ↗ |
| 19 | Captrust Financial Advisors | 486.13K | +4.0% | $10.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 386.77K | +88.8% | $8.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 353.88K | +7.4% | $7.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Cwm, Llc | 250.03K | +21.1% | $5.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Cetera Investment Advisers | 215.92K | -6.1% | $4.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Gotham Asset Management ✦ | 180.54K | +98.0% | $3.95M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 172.95K | +15.0% | $3.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 26 | Jones Financial Companies Lllp | 155.00K | +28.1% | $3.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Wealth Enhancement Advisory… | 150.52K | -17.0% | $3.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 102.41K | New | $2.24M | 0.0% | New | 1 | SEC ↗ |
| 29 | Fifth Third Bancorp | 55.20K | +100.3% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jane Street Group, Llc | 53.92K | New | $1.18M | 0.0% | New | 1 | SEC ↗ |
| 31 | Creative Planning | 36.27K | +47.0% | $793,986 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 31.44K | +95.6% | $688,244 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Focus Partners Wealth | 31.39K | +2.9% | $687,168 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 21.08K | -5.6% | $461,463 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 19.82K | -10.2% | $433,884 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 18.95K | +2131.4% | $414,707 | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 37 | Truist Financial Corp | 18.25K | -26.8% | $399,463 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 38 | Baird Financial Group, Inc. | 17.27K | New | $378,084 | 0.0% | New | 1 | SEC ↗ ×2 |
| 39 | TD Waterhouse Canada Inc. | 14.42K | +11.2% | $314,334 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 12.49K | New | $273,493 | 0.0% | New | 1 | SEC ↗ |
| 41 | Barclays Plc | 9.79K | 0.0% | $214,281 | 0.0% | Held | 2 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 7.43K | +390.2% | $161,895 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Fidelity (FMR) ✦ | 5.36K | -9.4% | $117,270 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 3.42K | +4.0% | $74,817 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 2.49K | +277.3% | $54,501 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $11.47M | 0.0% |
| Citadel Advisors | $2.24M | 0.0% |
| Jane Street Group, Llc | $1.18M | 0.0% |
| Baird Financial Group, Inc. | $378,084 | 0.0% |
| Cerity Partners LLC | $273,493 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 332 holders, 105.26M shares, $2.27B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2026 ·
Methodology ·
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