Skip to content
Disclosery

IBDY ISHARES TR

Follow

IBONDS DEC 2033 (fund)

167 managers (168 13F filers) reported a position in IBDY shares at 2026-06-30, 31,253,279 shares in all. 23 filers opened a position and 14 filers sold out during the quarter.

Managers
167
13F filers
168
New
23
Added
89
Reduced
29
Sold out
14
Shares held by filers
31,253,279

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Capital Investment Advisors, LLC3,299,900$85M1.12%+193,11613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,336,734$60.2M<0.01%+75,23413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,142,584$55.2M<0.01%+209,40813F-HRTimelineGroup
CAPITAL ADVISORS INC/OK1,901,100$48.9M0.72%new13F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,478,526$38.1M1.86%+93,39713F-HRTimeline
Summit Financial, LLC1,143,222$29.4M0.32%-895,42313F-HRTimeline
SUMMITRY LLC1,042,372$26.8M0.88%+17,17713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.944,849$24.3M2.16%+7,62813F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\863,835$22.2M0.02%+59,81513F-HRTimelineGroup
HighTower Advisors, LLC738,622$19M0.02%+115,57213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC738,413$19M0.01%+182,03013F-HRTimelineGroup
Envision Financial Planning, LLC737,993$19M6.18%-100,61413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC716,884$18.5M<0.01%+48,01813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN679,809$17.5M<0.01%+34,30213F-HRTimelineGroup
UBS Group AGin group UBS Group AG616,604$15.9M<0.01%+82,44613F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp610,058$15.7M1.41%+20,26413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…516,077$13.3M0.02%+7,34613F-HRTimelineGroup
MB, LEVIS & ASSOCIATES, LLC495,495$12.8M4.7%+5,26713F-HRTimeline
Sound View Wealth Advisors Group, LLC490,589$12.6M0.78%+453,37413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC434,894$11.2M0.01%+11,70913F-HRTimeline
INSTRUMENTAL WEALTH, LLC418,536$10.8M5.46%+1,75213F-HRTimeline
Janney Montgomery Scott LLC415,635$10.7M0.02%+27,37813F-HRTimeline
LPL Financial LLC388,876$10M<0.01%+26,08513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA372,485$9.59M<0.01%+101,33913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding356,727$9.18M+4,293Timeline
Guidance Point Advisors, LLC289,080$7.44M1.57%+10,80113F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC260,996$6.72M0.02%+26,89313F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…247,004$6.36M0.05%new13F-HRTimelineGroup
Parallel Advisors, LLC234,639$6.04M0.09%+21,62213F-HRTimeline
HANCOCK WHITNEY CORP233,766$6.02M0.1%+7,47013F-HRTimeline
Probity Advisors, Inc.231,197$5.95M0.85%+41,87113F-HRTimeline
Mariner, LLCin group Mariner, LLC227,092$5.85M0.01%-69,36813F-HRTimelineGroup
Ironwood Financial, llc210,239$5.34M0.84%+193,53213F-HRTimeline
Krilogy Financial LLC204,922$5.28M0.16%-2,84913F-HRTimeline
LYELL WEALTH MANAGEMENT, LP204,795$5.27M0.32%+23,35013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…204,577$5.27M<0.01%-71,01713F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC187,684$4.83M<0.01%+98,24013F-HRTimelineGroup
4Thought Financial Group Inc.185,959$4.79M2.25%+10,28413F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC152,729$3.93M0.04%-25,86713F-HRTimelineGroup
PRECEDENT WEALTH PARTNERS, LLC151,321$3.9M0.65%+22,78013F-HRTimeline
Evergreen Private Wealth LLC142,119$3.66M1.35%+6,82013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.130,105$3.35M0.34%-7,44613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV128,946$3.32M<0.01%+15,08813F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC128,608$3.31M<0.01%-5,46613F-HRTimelineGroup
EP Wealth Advisors, LLC128,507$3.31M0.01%new13F-HRTimeline
ADIRONDACK TRUST CO128,140$3.3M0.98%+9,22113F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC126,693$3.26M0.12%+37,54413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…125,678$3.21M0.01%+35,93513F-HRTimeline
First Interstate Bank119,680$3.08M0.16%-1,820,66413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp112,702$2.9M0.05%-36,92513F-HRTimelineGroup
Marathon Mission, Inc.100,193$2.58M1.29%-85113F-HRTimeline
OneDigital Investment Advisors LLC95,777$2.47M0.02%-10,00213F-HRTimeline
Stonebrook Private Inc.94,310$2.43M0.44%+1,27213F-HRTimeline
McGlone Suttner Wealth Management, Inc.90,470$2.33M0.27%+1,05213F-HRTimeline
Seneca House Advisors88,080$2.27M0.8%-6,76013F-HRTimeline
Segment Wealth Management, LLC80,505$2.07M0.11%+10,44013F-HRTimeline
Klingman & Associates, LLC78,833$2.03M0.09%new13F-HRTimeline
COWA, LLC76,745$1.98M0.5%+9,95513F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp75,757$1.95M0.05%+7,84413F-HRTimelineGroup
Archford Capital Strategies, LLC72,909$1.88M0.19%-4,30113F-HRTimeline
Roble, Belko & Company, Inc68,802$1.77M0.19%+15,40613F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC66,715$1.72M0.1%+7,91213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,000$1.7M<0.01%-267,58813F-HRTimelineGroup
Wilkins Miller Wealth Management, LLC62,838$1.62M0.89%+1,32113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…62,566$1.61M0.01%+64713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.62,223$1.6M0.03%-35413F-HRTimeline
Glenview Trust Co57,888$1.49M0.02%+26,78413F-HR/ATimeline
NovaPoint Capital, LLC54,469$1.4M0.29%+5,48713F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD52,641$1.36M0.01%+1,83613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC49,874$1.28M0.02%-88713F-HRTimeline
Paradigm, Strategies in Wealth Manageme…48,312$1.24M0.76%+1,35413F-HRTimeline
First National Trust Co44,991$1.16M0.04%+12,00713F-HRTimeline
Cetera Investment Advisers43,995$1.13M<0.01%+4,80313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS43,092$1.11M<0.01%+1013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,073$1.06M<0.01%+9,36613F-HRTimelineGroup
LITTLE HOUSE CAPITAL LLC39,157$1.01M0.23%+1,00013F-HRTimeline
Jacobi Capital Management LLC38,320$987K0.05%+9,55713F-HRTimeline
Gilbert & Cook, Inc.38,018$979K0.11%013F-HRTimeline
Clearstead Advisors, LLC37,257$959K0.01%+3,77013F-HRTimeline
IFP Advisors, Inc34,534$889K0.02%+4,88613F-HRTimeline
Montecito Bank & Trust33,044$851K0.13%+1,06413F-HRTimeline
10Elms LLP32,320$832K0.35%+9,93013F-HRTimeline
Stokes Family Office, LLC31,080$800K0.09%+3,83013F-HRTimeline
Reliant Wealth Planning29,284$754K0.21%-7,72613F-HRTimeline
CVA Family Office, LLC29,142$750K0.07%013F-HRTimeline
FORT WASHINGTON INVESTMENT ADVISORS INC…28,473$733K<0.01%013F-HRTimeline
Rose Capital Advisors LLC28,368$730K0.39%13F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC28,312$729K0.01%-11,34013F-HRTimeline
Sterling Investment Advisors, Ltd.27,350$704K0.12%+3,61013F-HRTimeline
Valmark Advisers, Inc.26,274$676K0.01%+4,31213F-HRTimeline
Aspen Wealth Management LLC25,972$669K0.11%new13F-HRTimeline
Beacon Pointe Advisors, LLC25,385$654K<0.01%-2,42813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC22,684$584K0.01%013F-HRTimeline
NESTEGG ADVISORS, INC.21,977$566K0.4%-4613F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC21,370$550K0.03%013F-HRTimeline
Gryphon Financial Partners LLC21,326$549K0.05%-1,49013F-HRTimeline
Addison Advisors LLC19,935$513K0.24%-11,32213F-HRTimeline
ROMANO BROTHERS AND COMPANY18,115$466K0.05%+5,42113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,592$451K0.03%-2,20013F-HRTimeline
Advisory Services Network, LLC17,210$443K0.01%+31213F-HRTimeline
Gradient Capital Advisors, LLC16,915$435K0.1%+58213F-HRTimeline
Creative Planningin group Creative Planning16,575$427K<0.01%-23413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …16,304$420K<0.01%+7,51713F-HRTimelineGroup
XML Financial, LLC15,902$409K0.03%+2,61113F-HRTimeline
Farnam Financial LLC15,810$407K0.3%013F-HRTimeline
BEACON FINANCIAL GROUP15,461$398K0.04%new13F-HRTimeline
Redwood Financial Network Corp15,237$392K0.22%+27813F-HRTimeline
Peloton Wealth Strategists15,000$386K0.14%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP14,530$374K<0.01%new13F-HR/ATimelineGroup
Belpointe Asset Management LLC14,359$370K0.01%+2,83813F-HRTimeline
Venture Visionary Partners LLC14,145$364K0.01%013F-HRTimeline
Lifeworks Advisors, LLC12,528$323K0.03%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.12,235$315K0.01%013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC12,060$310K<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,844$306K<0.01%+2,34713F-HRTimelineGroup
DEARBORN PARTNERS LLC11,795$304K0.02%+2,58513F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,739$302K<0.01%+3,00213F-HRTimelineGroup
Van Hulzen Asset Management, LLC11,598$299K0.02%+36413F-HRTimeline
SPINNAKER TRUST11,571$298K0.01%+1,48813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.11,384$293K<0.01%+13613F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.11,210$289K0.12%+3,07013F-HRTimeline
Cambridge Investment Research Advisors,…10,658$274K<0.01%+1,39613F-HR/ATimeline
SAX WEALTH ADVISORS, LLC10,536$272K0.01%new13F-HRTimeline
Accretive Wealth Partners, LLC10,387$267K0.07%013F-HRTimeline
CENTRAL TRUST Co10,287$265K<0.01%-20013F-HRTimeline
Sarver Vrooman Wealth Advisors10,031$257K0.15%013F-HRTimeline
Rossmore Private Capital9,854$254K0.02%+3913F-HRTimeline
MGO ONE SEVEN LLC9,818$253K<0.01%+5213F-HRTimeline
Mutual Advisors, LLC9,720$250K<0.01%+1213F-HRTimeline
Beaumont Asset Management, L.L.C.9,678$249K0.1%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC9,550$246K<0.01%new13F-HRTimelineGroup
Great Diamond Partners, LLC9,533$245K0.04%new13F-HRTimeline
Chesley Taft & Associates LLC9,000$232K0.01%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,795$226K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group8,327$213K0.09%13F-HRTimeline
Hendershot Investments Inc.7,953$205K0.03%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC7,803$201K0.01%new13F-HRTimeline
CHOREO, LLC7,790$201K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,364$190K<0.01%-4,25113F-HRTimelineGroup
Jupiter Wealth Management LLC4,600$118K0.05%013F-HRTimeline
Hyposwiss Advisors SA4,140$107K0.1%+95013F-HRTimeline
Integrated Wealth Concepts LLC3,452$88.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,318$85.8K<0.01%-25,48813F-HRTimelineGroup
CNB Bank3,179$81.8K0.03%+15213F-HRTimeline
Bogart Wealth, LLC3,040$78.3K<0.01%013F-HRTimeline
MidFirst Bank2,715$69.9K<0.01%+56413F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS2,584$66.5K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC2,385$61.4K0.01%+1,95513F-HRTimeline
BALLAST ADVISORS LLC2,339$60.2K0.01%+1,16913F-HRTimeline
SIGNATUREFD, LLC1,940$49.9K<0.01%new13F-HRTimeline
Trust Co1,936$49.8K<0.01%013F-HRTimeline
EASTERN BANK1,700$43.8K<0.01%new13F-HRTimeline
Bank of New Hampshire1,600$41.2K0.01%+1,00013F-HRTimeline
Physician Wealth Advisors, Inc.1,571$40.4K<0.01%+66013F-HRTimeline
United Community Bankin group United Community Bank1,485$38.2K0.01%013F-HRTimelineGroup
Fairway Wealth LLC1,322$34K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC1,137$29.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.1,000$25.7K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC880$22.7K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC800$20.6K<0.01%013F-HRTimeline
Key Financial Inc564$14.5K<0.01%013F-HRTimeline
AE Wealth Management LLC424$10.9K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC270$6.95K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.50$1.29K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…6$154<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$38<0.01%-1,14913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1$26<0.01%013F-HRTimeline