IBDS institutional holders

iShares iBonds Dec. 2027 Corporate Bond ETF · 13F, 2026Q2

Managers holding416
Shares held107,195,192
Reported value$2.6bn
Quarter flows35 new, 207 added, 112 trimmed, 47 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/9,690,105$234.7m0.0%
MERCER GLOBAL ADVISORS INC /ADV5,566,800$134.8m0.2%
MORGAN STANLEY4,571,915$110.7m0.0%
Lido Advisors, LLC4,367,228$105.8m0.3%
UBS Group AG4,219,212$102.2m0.0%
HM PAYSON & CO4,152,438$100.6m1.3%
RAYMOND JAMES FINANCIAL INC3,756,955$91.0m0.0%
LPL Financial LLC3,652,706$88.5m0.0%
Sound View Wealth Advisors Group, LLC2,150,618$52.1m3.2%
Capital Investment Advisors, LLC1,918,973$46.5m0.6%
AMERIPRISE FINANCIAL INC1,906,529$46.2m0.0%
ROYAL BANK OF CANADA1,654,457$40.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC1,520,764$36.8m0.0%
CAPTRUST FINANCIAL ADVISORS1,512,130$36.6m0.1%
Gratus Wealth Advisors, LLC1,501,436$36.4m4.6%
Kathmere Capital Management, LLC1,464,682$35.5m1.9%
WELLS FARGO & COMPANY/MN1,457,509$35.3m0.0%
HOWLAND CAPITAL MANAGEMENT LLC1,336,886$32.4m1.2%
SIGMA INVESTMENT COUNSELORS INC1,331,503$32.2m1.6%
RVW Wealth, LLC1,272,324$30.8m2.0%
TRUIST FINANCIAL CORP1,179,587$28.6m0.0%
Kestra Advisory Services, LLC1,163,553$28.2m0.1%
WOODMONT INVESTMENT COUNSEL LLC1,062,966$25.7m1.4%
STIFEL FINANCIAL CORP1,051,623$25.5m0.0%
Wick Capital Partners, LLC1,021,785$24.7m3.7%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IBDS"). IBDS price history · All 13F data

Get a free API keySee history bundlesDownload free samples