ISHARESIBONDSDEC2034TMCORP IBDZ
$25.94
+0.2% 52w: $24.56 – $26.27
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data24.5625.4226.27
Jun 20, 2025 Jul 2, 2026
Institutional holders
119
+11 QoQ
13F value
$646.9M
+36.4% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBDZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | Wealth advisor | 2.5M | $64.9M | 0.9% | +10.8% |
| Summit Financial, LLC | Wealth advisor | 1.8M | $45.7M | 0.6% | +5.9% |
| Sarver Vrooman Wealth Advisors | Wealth advisor | 1.7M | $43.1M | 26.6% | +7753.5% |
| MORGAN STANLEY | Bank broker | 1.5M | $39.0M | 0.0% | +16.4% |
| Aptus Capital Advisors, LLC | Wealth advisor | 1.4M | $35.8M | 0.3% | New |
| SUMMITRY LLC ★2 | Fundamental diversified | 1.3M | $33.0M | 1.2% | +0.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $31.6M | 0.0% | +14.1% |
| SIGMA INVESTMENT COUNSELORS INC | Wealth advisor | 1.1M | $28.2M | 1.5% | +65.5% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 730.9K | $19.0M | 1.9% | +31.1% |
| ROYAL BANK OF CANADA | Bank broker | 701.5K | $18.3M | 0.0% | +4.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 625.2K | $16.3M | 0.0% | +220.2% |
| PFG Private Wealth Management, LLC | Wealth advisor | 532.4K | $13.9M | 5.9% | +9.4% |
| MB, LEVIS & ASSOCIATES, LLC | Wealth advisor | 510.6K | $13.3M | 5.6% | +1.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 504.2K | $13.1M | 0.0% | +1441.4% |
| Seneca House Advisors | Other | 496.8K | $12.9M | 5.1% | +74.1% |
| Arrow Financial Corp | Wealth advisor | 441.3K | $11.5M | 1.2% | +10.1% |
| Motley Fool Wealth Management, LLC | Other | 408.7K | $10.7M | 1.2% | -10.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 387.0K | $10.1M | 0.0% | +69.0% |
| Parkway Wealth Management Group, LLC | Wealth advisor | 384.7K | $10.1M | 1.3% | +11.4% |
| HighTower Advisors, LLC | Diversified mechanical | 385.4K | $10.0M | 0.0% | +14.6% |
| UBS Group AG | Bank broker | 369.7K | $9.6M | 0.0% | +2.9% |
| US BANCORP \DE\ | Wealth advisor | 349.7K | $9.1M | 0.0% | +12.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 343.1K | $8.9M | 0.0% | +56.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 328.8K | $8.6M | 0.0% | +77.1% |
| NESTEGG ADVISORS, INC. | Wealth advisor | 319.6K | $8.3M | 7.3% | +72.2% |
| Guidance Point Advisors, LLC | Wealth advisor | 281.4K | $7.3M | 1.8% | +9.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 266.8K | $7.0M | 0.0% | +20.9% |
| Lido Advisors, LLC | Wealth advisor | 260.9K | $6.8M | 0.0% | +23.7% |
| Krilogy Financial LLC | Wealth advisor | 204.1K | $5.3M | 0.2% | +2.3% |
| Parallel Advisors, LLC | Wealth advisor | 203.4K | $5.3M | 0.1% | +1.7% |
| Paradigm, Strategies in Wealth Management, LLC | Wealth advisor | 195.4K | $5.1M | 3.5% | -9.9% |
| Probity Advisors, Inc. | Wealth advisor | 192.4K | $5.0M | 0.8% | +34.2% |
| HANCOCK WHITNEY CORP | Other | 191.3K | $5.0M | 0.1% | +16.9% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 177.8K | $4.6M | 0.0% | +5.1% |
| 4Thought Financial Group Inc. | Wealth advisor | 174.1K | $4.5M | 2.2% | +0.1% |
| Atlantic Union Bankshares Corp | Other | 131.7K | $3.4M | 0.1% | -3.3% |
| CWM, LLC | Wealth advisor | 131.0K | $3.4M | 0.0% | +94.9% |
| LYELL WEALTH MANAGEMENT, LP | Other | 128.8K | $3.4M | 0.2% | +56.0% |
| J.W. COLE ADVISORS, INC. | Diversified mechanical | 120.2K | $3.1M | 0.1% | +1.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 118.1K | $3.1M | 0.0% | +26.6% |
| JPMORGAN CHASE & CO | Bank broker | 116.6K | $3.0M | 0.0% | +342.6% |
| Marathon Mission, Inc. | Wealth advisor | 101.8K | $2.7M | 1.5% | +4.3% |
| MEITAV INVESTMENT HOUSE LTD | Wealth advisor | 98.5K | $2.6M | 0.0% | -0.6% |
| Stonebrook Private Inc. | Wealth advisor | 92.0K | $2.4M | 0.5% | +5.6% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 84.8K | $2.2M | 0.0% | +325.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 84.7K | $2.2M | 0.0% | +24.2% |
| Archford Capital Strategies, LLC | Wealth advisor | 80.4K | $2.1M | 0.2% | -2.0% |
| LPL Financial LLC | Bank broker | 65.3K | $1.7M | 0.0% | +28.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 63.2K | $1.6M | 0.0% | New |
| Signature Wealth Management Group | Other | 63.2K | $1.6M | 0.6% | New |
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