Security record · archived quarter
IBDW
iShares iBonds Dec 2031 Term Corporate ETF · Financial Services · Asset Management - Bonds
34Tracked holders
+1Δ holders
29.19MShares held
$617.35MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.0% ·
share flow -0.2% ·
net new positions +2.9%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 38 | -1 | 34.93M | $727.90M | +1 | −2 |
| Q1 2026 | 40 | +6 | 31.31M | $655.31M | +6 | — |
| Q4 2025 | 34 | +1 | 29.19M | $617.35M | +1 | — |
| Q3 2025 | 4 | 0 | 4.86M | $103.10M | — | — |
| Q2 2025 | 2 | 0 | 286.43K | $6.03M | — | — |
| Q1 2025 | 1 | 0 | 16.73K | $347,148 | — | — |
| Q4 2024 | 1 | 0 | 240.48K | $4.89M | — | — |
| Q3 2024 | 1 | 0 | 106.97K | $2.27M | — | — |
| Q2 2024 | 1 | — | 324.79K | $6.59M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.68M | +16.0% | $98.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 4.68M | +16.0% | $98.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 4.18M | — | $88.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 4.18M | — | $88.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 4.18M | — | $88.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.18M | — | $88.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 2.54M | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.54M | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 2.54M | — | $53.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 2.28M | — | $48.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 2.28M | — | $48.30M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 2.22M | — | $46.77M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 2.22M | — | $46.77M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 2.22M | — | $46.77M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 1.95M | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 1.95M | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 1.95M | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.95M | — | $41.22M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 1.94M | — | $41.05M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 1.67M | — | $35.22M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 1.21M | — | $25.62M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 853.14K | — | $18.04M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Us Bancorp \De\ | 848.82K | — | $17.95M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Us Bancorp \De\ | 848.82K | — | $17.95M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Lido Advisors, LLC | 712.06K | — | $15.10M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 621.34K | — | $13.14M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Mariner, LLC | 605.94K | — | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 605.94K | — | $12.82M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | LPL Financial LLC | 599.03K | — | $12.67M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 404.39K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 404.39K | — | $8.55M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 332.28K | — | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Stifel Financial Corp | 235.17K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 235.17K | — | $4.97M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Osaic Holdings, Inc. | 222.80K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Osaic Holdings, Inc. | 222.80K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 222.80K | — | $4.71M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Envestnet Asset Management Inc | 217.10K | — | $4.59M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 170.08K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Neuberger Berman Group LLC | 164.29K | — | $3.47M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cetera Investment Advisers | 140.13K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 105.80K | -43.6% | $2.24M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Jones Financial Companies Lllp | 81.47K | — | $1.72M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Wealth Enhancement Advisory… | 71.82K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Creative Planning | 46.64K | — | $986,500 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Captrust Financial Advisors | 44.60K | — | $943,380 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Focus Partners Wealth | 32.58K | — | $689,089 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mml Investors Services, Llc | 10.69K | — | $226,109 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Fidelity (FMR) ✦ | 4.35K | New | $92,032 | 0.0% | New | 1 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 711 | — | $15,040 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 126 | -100.0% | $2,665 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | BlackRock ✦ (passive) | 62 | 0.0% | $1,311 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $92,032 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 286 holders, 86.47M shares, $1.79B 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: Q4 2025 ·
Methodology ·
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