ISHARES IBONDS DEC 2031 CORP IBDW
$20.77
+0.1% 52w: $19.84 – $21.01
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data19.8420.4221.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
288
+28 QoQ
13F value
$1.84B
+7.6% QoQ
Smart-money holders
4
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDW?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | Wealth advisor | 7.4M | $154.7M | 1.3% | +1.8% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 5.2M | $108.1M | 0.0% | +23.5% |
| MORGAN STANLEY | Bank broker | 5.1M | $105.9M | 0.0% | +8.2% |
| Capital Investment Advisors, LLC | Wealth advisor | 3.8M | $80.4M | 1.2% | +5.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 3.6M | $74.6M | 0.0% | +40.4% |
| CAPITAL ADVISORS INC/OK | Other | 3.3M | $69.4M | 1.1% | +7.4% |
| Venture Visionary Partners LLC | Other | 2.9M | $59.7M | 2.0% | +8.1% |
| Sarver Vrooman Wealth Advisors | Wealth advisor | 2.2M | $45.9M | 28.3% | +0.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.1M | $43.5M | 0.0% | -8.9% |
| ROYAL BANK OF CANADA | Bank broker | 2.1M | $43.1M | 0.0% | +5.6% |
| Summit Financial, LLC | Wealth advisor | 1.9M | $39.8M | 0.5% | +4.0% |
| UBS Group AG | Bank broker | 1.9M | $39.7M | 0.0% | +13.8% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.8M | $38.0M | 2.0% | +3.6% |
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $37.1M | 0.0% | +46.4% |
| Advisors Capital Management, LLC | Other | 1.7M | $36.6M | 0.4% | +5.1% |
| Klingman & Associates, LLC | Wealth advisor | 1.7M | $35.6M | 1.7% | +7.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $33.7M | 0.0% | -27.5% |
| SUMMITRY LLC ★2 | Fundamental diversified | 1.6M | $33.6M | 1.2% | +3.6% |
| Sound View Wealth Advisors Group, LLC | Other | 1.2M | $24.8M | 1.7% | +5.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.2M | $24.5M | 0.1% | -2.1% |
| WOODMONT INVESTMENT COUNSEL LLC | Wealth advisor | 936.3K | $19.6M | 1.2% | +15.0% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 912.1K | $19.1M | 1.9% | +16.8% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 909.5K | $19.0M | 0.0% | -53.1% |
| US BANCORP \DE\ | Wealth advisor | 891.3K | $18.7M | 0.0% | +5.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 769.7K | $16.1M | 0.0% | -9.8% |
| EP Wealth Advisors, LLC | Wealth advisor | 731.1K | $15.3M | 0.1% | -2.0% |
| Arrow Financial Corp | Wealth advisor | 722.8K | $15.1M | 1.5% | +2.7% |
| Lido Advisors, LLC | Wealth advisor | 696.4K | $14.6M | 0.1% | -2.2% |
| MB, LEVIS & ASSOCIATES, LLC | Wealth advisor | 657.4K | $13.8M | 5.7% | +1.1% |
| LPL Financial LLC | Bank broker | 649.8K | $13.6M | 0.0% | +8.5% |
| Mariner, LLC | Diversified mechanical | 649.6K | $13.6M | 0.0% | +7.2% |
| Envision Financial Planning, LLC | Wealth advisor | 639.8K | $13.4M | 4.8% | +4.6% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 632.2K | $13.2M | 0.0% | +1.7% |
| PFG Private Wealth Management, LLC | Wealth advisor | 629.5K | $13.2M | 5.6% | +5.0% |
| Ironwood Financial, llc | Wealth advisor | 569.4K | $11.9M | 2.1% | +4.4% |
| Probity Advisors, Inc. | Wealth advisor | 524.6K | $11.0M | 1.7% | +10.1% |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 520.8K | $10.9M | 0.4% | +29.2% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 482.9K | $10.1M | 1.3% | +10.3% |
| Janney Montgomery Scott LLC | Diversified mechanical | 478.6K | $10.0M | 0.0% | +7.2% |
| Commonwealth Financial Services, LLC | Wealth advisor | 460.3K | $9.6M | 1.5% | +7.8% |
| First National Trust Co | Other | 450.1K | $9.4M | 0.3% | +39.8% |
| Cornerstone Planning, LLC | Other | 446.5K | $9.4M | 2.1% | New |
| Atlantic Union Bankshares Corp | Other | 427.6K | $8.9M | 0.2% | +10.4% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 423.0K | $8.9M | 0.0% | +4.6% |
| Guidance Point Advisors, LLC | Wealth advisor | 422.1K | $8.8M | 2.1% | +3.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 414.5K | $8.7M | 0.0% | +28.5% |
| COWA, LLC | Wealth advisor | 408.6K | $8.6M | 2.5% | +31.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 406.8K | $8.5M | 0.0% | +22.4% |
| Glenview Trust Co | Other | 393.2K | $8.2M | 0.1% | +30.0% |
| SPRENG CAPITAL MANAGEMENT, INC. | Wealth advisor | 381.2K | $8.0M | 3.8% | New |
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.