Security record
IBDW
iShares iBonds Dec 2031 Term Corporate ETF · Financial Services · Asset Management - Bonds
37Tracked holders
-1Δ holders
31.87MShares held
$664.26MReported value
+1New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth -2.6% ·
share flow +8.6% ·
net new positions -5.4%
— formula
Concentrated accumulation — rising shares among fewer 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 | 37 | -1 | 31.87M | $664.26M | +1 | −3 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 5.47M | +5.8% | $113.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 4.87M | -3.7% | $101.54M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 3.49M | -2.0% | $72.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | Wells Fargo & Company/Mn | 2.33M | +12.0% | $48.58M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 2.06M | -0.1% | $42.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | UBS Group AG | 1.97M | +4.2% | $41.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Mercer Global Advisors Inc /Adv | 1.89M | +107.9% | $39.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Ameriprise Financial Inc | 1.54M | -4.4% | $32.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Us Bancorp \De\ | 892.38K | +0.1% | $18.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | BlackRock ✦ (passive) | 814.34K | +1313343.6% | $16.97M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 802.81K | +4.3% | $16.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | LPL Financial LLC | 724.95K | +11.6% | $15.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 643.29K | +1.8% | $13.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Lido Advisors, LLC | 603.20K | -13.4% | $12.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Mariner, LLC | 583.37K | -10.2% | $12.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 532.42K | +136.9% | $11.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Truist Financial Corp | 508.58K | +20.2% | $10.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Northwestern Mutual Wealth… | 431.28K | +6.0% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 355.80K | +2.0% | $7.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 268.18K | +2.1% | $5.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | Cetera Investment Advisers | 192.73K | +16.8% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Neuberger Berman Group LLC | 163.04K | 0.0% | $3.40M | 0.0% | Held | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 132.32K | +39.2% | $2.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 124.64K | +18.6% | $2.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 108.23K | +858.7% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 69.47K | +19.4% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Focus Partners Wealth | 67.29K | +103.6% | $1.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 66.27K | +2.0% | $1.38M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 45.74K | +36.8% | $953,305 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 42.34K | -9.7% | $882,430 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bank of New York Mellon Corp | 37.14K | +1.3% | $774,071 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Pnc Financial Services Group, Inc. | 18.88K | 0.0% | $393,460 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 33 | Mml Investors Services, Llc | 10.31K | -0.7% | $214,900 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | National Bank Of Canada /Fi/ | 5.49K | New | $114,398 | 0.0% | New | 1 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 4.95K | -3.6% | $103,347 | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 36 | Fidelity (FMR) ✦ | 1.41K | +42.5% | $29,297 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 725 | +1.1% | $15,113 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| National Bank Of Canada /Fi/ | $114,398 | 0.0% |
Exited
| HighTower Advisors, LLC | $37.12M | was 0.0% |
| Goldman Sachs Group | $3.31M | was 0.0% |
| Citadel Advisors | $824,307 | was 0.0% |
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: Q2 2026 ·
Methodology ·
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