ISHARES IBONDS DEC 2033 CORP IBDY
$25.65
+0.2% 52w: $24.38 – $26.02
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data24.3825.2026.02
Jun 20, 2025 Jul 2, 2026
Institutional holders
161
+19 QoQ
13F value
$779.6M
+8.8% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | Wealth advisor | 3.1M | $80.3M | 1.2% | +6.0% |
| MORGAN STANLEY | Bank broker | 2.3M | $58.5M | 0.0% | +13.5% |
| Summit Financial, LLC | Wealth advisor | 2.0M | $52.7M | 0.7% | +4.4% |
| First Interstate Bank | Wealth advisor | 1.9M | $50.2M | 2.8% | +2.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.9M | $50.0M | 0.0% | +8.1% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.4M | $35.8M | 1.9% | +7.7% |
| SUMMITRY LLC ★2 | Fundamental diversified | 1.0M | $26.5M | 0.9% | +0.3% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 937.2K | $24.2M | 2.4% | +14.7% |
| Envision Financial Planning, LLC | Wealth advisor | 838.6K | $21.7M | 7.8% | +6.3% |
| US BANCORP \DE\ | Wealth advisor | 804.0K | $20.8M | 0.0% | +4.8% |
| AMERIPRISE FINANCIAL INC | Bank broker | 668.9K | $17.3M | 0.0% | +12.7% |
| WELLS FARGO & COMPANY/MN | Bank broker | 645.5K | $16.7M | 0.0% | -12.4% |
| HighTower Advisors, LLC | Diversified mechanical | 623.0K | $16.1M | 0.0% | +15.6% |
| Arrow Financial Corp | Wealth advisor | 589.8K | $15.2M | 1.5% | +6.1% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 556.4K | $14.4M | 0.0% | +15.2% |
| UBS Group AG | Bank broker | 534.2K | $13.8M | 0.0% | +6.9% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 508.7K | $13.2M | 0.0% | +1.4% |
| MB, LEVIS & ASSOCIATES, LLC | Wealth advisor | 490.2K | $12.7M | 5.3% | +1.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 423.2K | $10.9M | 0.0% | +8.9% |
| INSTRUMENTAL WEALTH, LLC | Wealth advisor | 416.8K | $10.8M | 6.6% | +0.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 388.3K | $10.0M | 0.0% | +8.1% |
| LPL Financial LLC | Bank broker | 362.8K | $9.4M | 0.0% | +249.3% |
| JANE STREET GROUP, LLC | Market maker | 333.6K | $8.6M | 0.0% | New |
| Kestra Advisory Services, LLC | Wealth advisor | 333.0K | $8.6M | 0.0% | +23.1% |
| Mariner, LLC | Diversified mechanical | 296.5K | $7.7M | 0.0% | +2.8% |
| Guidance Point Advisors, LLC | Wealth advisor | 278.3K | $7.2M | 1.7% | +5.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 275.6K | $7.1M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 271.1K | $7.0M | 0.0% | +9.9% |
| Lido Advisors, LLC | Wealth advisor | 234.1K | $6.1M | 0.0% | +2.5% |
| HANCOCK WHITNEY CORP | Other | 226.3K | $5.8M | 0.1% | +9.9% |
| Parallel Advisors, LLC | Wealth advisor | 213.0K | $5.5M | 0.1% | +1.0% |
| Krilogy Financial LLC | Wealth advisor | 207.8K | $5.4M | 0.2% | +2.8% |
| Probity Advisors, Inc. | Wealth advisor | 189.3K | $4.9M | 0.8% | +35.2% |
| LYELL WEALTH MANAGEMENT, LP | Other | 181.4K | $4.7M | 0.3% | +4.5% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 178.6K | $4.6M | 0.0% | +4.4% |
| 4Thought Financial Group Inc. | Wealth advisor | 175.7K | $4.5M | 2.2% | +0.2% |
| Atlantic Union Bankshares Corp | Other | 149.6K | $3.9M | 0.1% | -6.6% |
| JAMES INVESTMENT RESEARCH, INC. | Other | 137.6K | $3.6M | 0.4% | -2.7% |
| Evergreen Private Wealth LLC | Other | 135.3K | $3.5M | 1.4% | +1.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 134.1K | $3.5M | 0.0% | +85.0% |
| GTS SECURITIES LLC | Market maker | 129.7K | $3.4M | 0.1% | New |
| PRECEDENT WEALTH PARTNERS, LLC | Wealth advisor | 128.5K | $3.3M | 0.7% | +5.3% |
| CWM, LLC | Wealth advisor | 128.2K | $3.3M | 0.0% | -6.9% |
| ADIRONDACK TRUST CO | Other | 118.9K | $3.1M | 1.0% | +99.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 113.9K | $2.9M | 0.0% | +28.7% |
| OneDigital Investment Advisors LLC | Wealth advisor | 105.8K | $2.7M | 0.0% | +0.9% |
| Signature Wealth Management Group | Other | 105.1K | $2.7M | 1.0% | +0.2% |
| Marathon Mission, Inc. | Wealth advisor | 101.0K | $2.6M | 1.5% | +2.6% |
| Seneca House Advisors | Other | 94.8K | $2.5M | 1.0% | -4.0% |
| Stonebrook Private Inc. | Wealth advisor | 93.0K | $2.4M | 0.5% | +4.5% |
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.