IBDU institutional holders

iShares iBonds Dec. 2029 Corporate Bond ETF · 13F, 2026Q2

Managers holding386
Shares held132,893,269
Reported value$3.1bn
Quarter flows43 new, 221 added, 70 trimmed, 40 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
SHUFRO ROSE & CO LLC8,668,602$200.8m11.5%
BANK OF AMERICA CORP /DE/7,630,704$176.7m0.0%
Aptus Capital Advisors, LLC6,497,005$150.5m1.0%
MORGAN STANLEY6,487,553$150.3m0.0%
MERCER GLOBAL ADVISORS INC /ADV5,791,658$134.1m0.2%
CAPITAL ADVISORS INC/OK5,140,239$119.0m1.8%
Capital Investment Advisors, LLC4,035,738$93.5m1.2%
UBS Group AG3,887,671$90.0m0.0%
RAYMOND JAMES FINANCIAL INC3,599,661$83.4m0.0%
HM PAYSON & CO3,142,337$72.8m1.0%
Lido Advisors, LLC2,852,951$66.1m0.2%
LPL Financial LLC2,506,686$58.1m0.0%
ROYAL BANK OF CANADA2,289,483$53.0m0.0%
WELLS FARGO & COMPANY/MN2,220,273$51.4m0.0%
SUMMITRY LLC2,022,397$46.8m1.5%
HighTower Advisors, LLC1,978,091$45.8m0.0%
Sound View Wealth Advisors Group, LLC1,895,010$43.9m2.7%
WOODMONT INVESTMENT COUNSEL LLC1,771,527$41.0m2.2%
AMERIPRISE FINANCIAL INC1,629,388$37.7m0.0%
Klingman & Associates, LLC1,622,444$37.6m1.6%
SIGMA INVESTMENT COUNSELORS INC1,561,416$36.2m1.8%
Gratus Wealth Advisors, LLC1,550,502$35.9m4.6%
Venture Visionary Partners LLC1,491,364$34.5m1.0%
Meiji Yasuda Life Insurance Co1,315,000$30.5m1.0%
Summit Financial, LLC1,229,949$28.5m0.3%

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

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