ISHARES IBONDS DEC 2030 CORP IBDV
$21.72
+0.1% 52w: $21.42 – $21.93
Latest 13F among current holders filed 2 days ago (Oct 30, 2026)
Price — last 12 months
research preview data21.4221.6721.93
Oct 17, 2025 Jul 2, 2026
Institutional holders
338
+21 QoQ
13F value
$2.33B
+10.1% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
1
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.1M | $198.5M | 0.0% | +11.4% |
| Aptus Capital Advisors, LLC | Wealth advisor | 6.0M | $132.3M | 1.1% | +1.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 5.4M | $117.6M | 0.2% | -13.2% |
| MORGAN STANLEY | Bank broker | 4.7M | $103.7M | 0.0% | +32.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.3M | $94.2M | 0.0% | +21.3% |
| Capital Investment Advisors, LLC | Wealth advisor | 4.1M | $89.2M | 1.3% | +4.1% |
| CAPITAL ADVISORS INC/OK | Other | 3.2M | $70.4M | 1.1% | +6.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.9M | $64.1M | 0.0% | -3.4% |
| ROYAL BANK OF CANADA | Bank broker | 2.5M | $55.0M | 0.0% | +7.2% |
| HM PAYSON & CO | Diversified mechanical | 2.5M | $53.7M | 0.8% | +48.5% |
| HighTower Advisors, LLC | Diversified mechanical | 2.4M | $51.6M | 0.1% | +2.8% |
| UBS Group AG | Bank broker | 2.1M | $46.3M | 0.0% | +13.0% |
| Lido Advisors, LLC | Wealth advisor | 2.0M | $43.3M | 0.2% | +593.7% |
| Sound View Wealth Advisors Group, LLC | Other | 1.7M | $38.2M | 2.6% | +18.1% |
| Klingman & Associates, LLC | Wealth advisor | 1.7M | $36.1M | 1.7% | +5.1% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.6M | $36.0M | 1.9% | +1.2% |
| Summit Financial, LLC | Wealth advisor | 1.6M | $35.2M | 0.4% | +2.2% |
| Gratus Wealth Advisors, LLC | Wealth advisor | 1.6M | $35.0M | 5.1% | +7.9% |
| Kathmere Capital Management, LLC | Wealth advisor | 1.5M | $32.9M | 2.0% | +9.1% |
| RVW Wealth, LLC | Wealth advisor | 1.2M | $26.4M | 2.1% | +8.4% |
| Venture Visionary Partners LLC | Other | 1.2M | $25.6M | 0.9% | +105.6% |
| US BANCORP \DE\ | Wealth advisor | 1.2M | $25.5M | 0.0% | +4.1% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.1M | $25.1M | 0.1% | +1.2% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 1.1M | $23.3M | 1.4% | +11.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 1.1M | $23.2M | 0.0% | +10.7% |
| LPL Financial LLC | Bank broker | 1.0M | $22.7M | 0.0% | +21.1% |
| Advisors Capital Management, LLC | Other | 979.4K | $21.4M | 0.2% | +3.4% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 920.1K | $20.1M | 2.0% | +10.1% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 881.6K | $19.3M | 0.8% | +9.2% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 716.5K | $15.7M | 0.0% | +3.0% |
| EP Wealth Advisors, LLC | Wealth advisor | 713.8K | $15.6M | 0.1% | -1.2% |
| Arrow Financial Corp | Wealth advisor | 685.0K | $15.0M | 1.5% | +2.7% |
| Mariner, LLC | Diversified mechanical | 656.2K | $14.4M | 0.0% | +6.5% |
| BlackRock, Inc. | Index provider | 652.8K | $14.3M | 0.0% | +59.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 650.0K | $14.2M | 0.1% | +36.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 646.2K | $14.1M | 0.0% | +7.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 622.6K | $13.6M | 0.0% | +2.9% |
| PFG Private Wealth Management, LLC | Wealth advisor | 621.0K | $13.6M | 5.8% | +5.9% |
| First National Trust Co | Other | 589.2K | $12.9M | 0.4% | +30.8% |
| Ironwood Financial, llc | Wealth advisor | 555.7K | $12.2M | 2.1% | +4.2% |
| Janney Montgomery Scott LLC | Diversified mechanical | 541.8K | $11.9M | — | +20.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 523.8K | $11.5M | 0.0% | New |
| Probity Advisors, Inc. | Wealth advisor | 519.0K | $11.4M | 1.8% | +11.4% |
| CENTRAL TRUST Co | Diversified mechanical | 501.6K | $11.0M | 0.2% | +14.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 486.1K | $10.6M | 0.0% | +4.0% |
| Glenview Trust Co | Other | 480.8K | $10.5M | 0.2% | +49.2% |
| REBALANCE, LLC | Wealth advisor | 478.0K | $10.5M | 0.6% | +4.1% |
| Commonwealth Financial Services, LLC | Wealth advisor | 470.9K | $10.3M | 1.6% | +7.2% |
| LYELL WEALTH MANAGEMENT, LP | Other | 468.0K | $10.2M | 0.8% | +3.3% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 462.9K | $10.1M | 1.3% | +10.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.