Security record · archived quarter
IBDV
iShares iBonds Dec 2030 Term Corporate ETF · Financial Services · Asset Management - Bonds
45Tracked holders
+1Δ holders
47.51MShares held
$1.04BReported value
+2New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +2.3% ·
share flow +5.5% ·
net new positions +2.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | +1 | 47.51M | $1.04B | +2 | −1 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 9.62M | +6.0% | $209.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 9.62M | +6.0% | $209.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 9.62M | +6.0% | $209.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Mercer Global Advisors Inc /Adv | 6.08M | +13.2% | $132.59M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 4.47M | -5.6% | $97.54M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 4.38M | +1.6% | $95.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.38M | +1.6% | $95.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.38M | +1.6% | $95.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | UBS Group AG | 3.03M | +43.0% | $65.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.02M | +3.0% | $65.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.02M | +3.0% | $65.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | HighTower Advisors, LLC | 2.51M | +6.5% | $54.74M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.50M | -0.3% | $54.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.50M | -0.3% | $54.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.50M | -0.3% | $54.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.50M | -0.3% | $54.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Lido Advisors, LLC | 1.60M | -19.2% | $34.88M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 1.49M | +44.0% | $32.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Us Bancorp \De\ | 1.20M | +2.7% | $26.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 1.20M | +2.7% | $26.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Us Bancorp \De\ | 1.20M | +2.7% | $26.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Stifel Financial Corp | 1.09M | +2.8% | $23.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 1.09M | +2.8% | $23.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passive) | 779.37K | +19.4% | $16.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | BlackRock ✦ (passive) | 779.37K | +19.4% | $16.99M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 762.90K | +6.5% | $16.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 682.34K | +5.6% | $14.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 682.34K | +5.6% | $14.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 682.34K | +5.6% | $14.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 644.36K | +3.5% | $14.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mariner, LLC | 592.61K | -9.7% | $12.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 534.29K | +9.9% | $11.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 464.54K | +20.1% | $10.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 390.37K | +10.3% | $8.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cetera Investment Advisers | 331.85K | +53.7% | $7.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 202.81K | +34.7% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Gotham Asset Management ✦ | 180.54K | 0.0% | $3.94M | 0.0% | Held | 5 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 179.33K | +3.7% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 179.33K | +3.7% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 179.33K | +3.7% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 179.33K | +3.7% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Jones Financial Companies Lllp | 176.19K | +13.7% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Jane Street Group, Llc | 175.42K | +225.3% | $3.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Citadel Advisors ✦ | 69.58K | -32.1% | $1.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Fifth Third Bancorp | 62.04K | +12.4% | $1.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Creative Planning | 39.53K | +9.0% | $861,744 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 34.03K | +8.2% | $741,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 34.03K | +8.2% | $741,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 34.03K | +8.2% | $741,805 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Focus Partners Wealth | 33.13K | +5.5% | $722,369 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 22.88K | +15.4% | $498,710 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 22.45K | +30.0% | $489,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Baird Financial Group, Inc. | 22.45K | +30.0% | $489,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 21.35K | +1.3% | $465,343 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 19.15K | +1.1% | $417,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 19.15K | +1.1% | $417,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 19.15K | +1.1% | $417,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 19.15K | +1.1% | $417,558 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Truist Financial Corp | 18.37K | +0.7% | $400,418 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Truist Financial Corp | 18.37K | +0.7% | $400,418 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Goldman Sachs Group ✦ | 15.11K | New | $329,354 | 0.0% | New | 1 | SEC ↗ |
| 62 | TD Waterhouse Canada Inc. | 14.42K | 0.0% | $312,604 | 0.0% | Held | 3 | SEC ↗ |
| 63 | Cerity Partners LLC | 11.68K | -6.5% | $254,602 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Corient Private Wealth LP | 10.62K | New | $231,564 | 0.0% | New | 1 | SEC ↗ |
| 65 | Barclays Plc | 9.79K | 0.0% | $213,400 | 0.0% | Held | 3 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 7.18K | -3.4% | $156,746 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 7.18K | -3.4% | $156,746 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 68 | National Bank Of Canada /Fi/ | 5.31K | +55.3% | $115,717 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Fidelity (FMR) ✦ | 1.83K | -65.9% | $39,865 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 672 | -73.0% | $14,658 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $329,354 | 0.0% |
| Corient Private Wealth LP | $231,564 | 0.0% |
Exited
| Susquehanna International… | $11.47M | was 0.0% |
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: Q2 2026 ·
Methodology ·
Get this via the API