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Ishares Ibonds DEC 2033 Corp (IBDY)

CUSIP: 46436E130 | NYSE | 247 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Capital Investment Advisors, LLC3,479,182
1.1% of portfolio›$85.2M
Hengehold Capital Management LLC1,567,825
2.9% of portfolio›$38.4M
Sigma Investment Counselors Inc1,478,685
1.7% of portfolio›$36.2M
MV Capital Management, Inc.923,482
2.0% of portfolio›$22.6M
US Bancorp \de\880,122
0.0% of portfolio›$21.5M
Arrow Financial Corp606,324
1.4% of portfolio›$14.8M
MB, Levis & Associates, LLC491,019
4.4% of portfolio›$12.0M
Cowa, LLC462,985
2.8% of portfolio›$11.3M
Instrumental Wealth, LLC441,279
5.2% of portfolio›$10.8M
Commonwealth Equity Services, LLC440,294
0.0% of portfolio›$10.8M
Ironwood Financial, llc389,120
1.5% of portfolio›$9.5M
Kestra Advisory Services, LLC372,888
0.0% of portfolio›$9.1M
Parallel Advisors, LLC322,071
0.1% of portfolio›$7.9M
Guidance Point Advisors, LLC315,793
1.6% of portfolio›$7.7M
Probity Advisors, Inc.262,108
0.9% of portfolio›$6.4M
Klingman & Associates, LLC257,103
0.3% of portfolio›$6.3M
Concurrent Investment Advisors, LLC247,069
0.0% of portfolio›$6.0M
Lido Advisors, LLC240,131
0.0% of portfolio›$5.9M
Lyell Wealth Management, LP219,945
0.3% of portfolio›$5.4M
Krilogy Financial LLC219,882
0.1% of portfolio›$5.4M
Precedent Wealth Partners, LLC213,467
0.8% of portfolio›$5.2M
4Thought Financial Group Inc.185,381
2.1% of portfolio›$4.5M
Howland Capital Management LLC159,253
0.1% of portfolio›$3.9M
Wealth Enhancement Advisory Services, LLC150,343
0.0% of portfolio›$3.7M
Evergreen Private Wealth LLC148,971
1.3% of portfolio›$3.6M
James Investment Research, Inc.124,570
0.3% of portfolio›$3.0M
Adirondack Trust Co113,954
0.9% of portfolio›$2.8M
Marathon Mission, Inc.102,589
1.3% of portfolio›$2.5M
Cliftonlarsonallen Wealth Advisors, LLC99,997
0.0% of portfolio›$2.4M
Associated Banc-Corp91,922
0.1% of portfolio›$2.3M
McGlone Suttner Wealth Management, Inc.91,554
0.3% of portfolio›$2.2M
Segment Wealth Management, LLC88,885
0.1% of portfolio›$2.2M
MCF Advisors LLC85,997
0.1% of portfolio›$2.1M
Archford Capital Strategies, LLC70,652
0.2% of portfolio›$1.7M
Fulton Breakefield Broenniman LLC69,646
0.1% of portfolio›$1.7M
Glenview Trust Co68,988
0.0% of portfolio›$1.7M
Central Trust Co61,875
0.0% of portfolio›$1.5M
Wilkins Miller Wealth Management, LLC59,655
0.8% of portfolio›$1.5M
NovaPoint Capital, LLC58,432
0.3% of portfolio›$1.4M
First National Trust Co48,723
0.0% of portfolio›$1.2M
Paradigm, Strategies in Wealth Management, LLC47,847
0.8% of portfolio›$1.2M
Meitav Investment House LTD47,412
0.0% of portfolio›$1.2M
Jacobi Capital Management LLC43,957
0.1% of portfolio›$1.1M
First Interstate Bank43,631
0.1% of portfolio›$1.1M
SAX Wealth Advisors, LLC40,073
0.0% of portfolio›$981.0K
IFP Advisors, Inc35,921
0.0% of portfolio›$879.3K
Montecito Bank & Trust34,545
0.1% of portfolio›$845.7K
Beaumont Asset Management, L.L.C.30,479
0.3% of portfolio›$746.1K
Rose Capital Advisors LLC28,639
0.2% of portfolio›$701.1K
Fort Washington Investment Advisors Inc28,473
0.0% of portfolio›$697.0K
Romano Brothers and Company27,741
0.1% of portfolio›$679.1K
Great Diamond Partners, LLC27,357
0.1% of portfolio›$669.7K
Aspen Wealth Management LLC25,972
0.1% of portfolio›$635.8K
Rossmore Private Capital25,832
0.0% of portfolio›$632.4K
Sterling Investment Advisors, Ltd.24,350
0.1% of portfolio›$596.1K
Forvis Mazars Wealth Advisors, LLC22,684
0.0% of portfolio›$555.3K
Kestra Private Wealth Services, LLC22,442
0.0% of portfolio›$549.4K
Nestegg Advisors, Inc.22,193
0.4% of portfolio›$543.3K
XML Financial, LLC20,022
0.0% of portfolio›$490.1K
International Assets Investment Management, LLC17,592
0.0% of portfolio›$429.8K
Gradient Capital Advisors, LLC16,915
0.1% of portfolio›$414.1K
Oppenheimer & Co Inc16,151
0.0% of portfolio›$395.4K
Cherry Tree Wealth Management, LLC15,690
0.1% of portfolio›$384.1K
Redwood Financial Network Corp15,641
0.2% of portfolio›$382.9K
Creative Planning15,588
0.0% of portfolio›$381.6K
Moneco Advisors, LLC15,172
0.0% of portfolio›$371.4K
Focused Alpha, LLC14,686
0.1% of portfolio›$359.5K
Venture Visionary Partners LLC14,145
0.0% of portfolio›$346.3K
Breachway Investments LLC12,000
0.5% of portfolio›$293.8K
Truist Financial Corp11,449
0.0% of portfolio›$280.3K
Koesten, Hirschmann & Crabtree, Inc.11,210
0.1% of portfolio›$274.4K
Cambridge Investment Research Advisors, Inc.11,091
0.0% of portfolio›$272
Fifth Third Bancorp10,576
0.0% of portfolio›$258.9K
StoneX Group Inc.10,047
0.0% of portfolio›$246.0K
Sarver Vrooman Wealth Advisors10,031
0.1% of portfolio›$245.6K
MGO One Seven LLC9,887
0.0% of portfolio›$242.0K
Apollon Wealth Management, LLC9,633
0.0% of portfolio›$235.8K
Choreo, LLC9,606
0.0% of portfolio›$235.2K
Bullock Wealth Management Group8,430
0.1% of portfolio›$206.4K
Hendershot Investments Inc.7,953
0.0% of portfolio›$194.7K
First Premier Bank7,896
0.0% of portfolio›$193
Provenance Wealth Advisors, LLC7,655
0.0% of portfolio›$187.4K
Hyposwiss Advisors SA4,140
0.1% of portfolio›$101.3K
Bank of New Hampshire3,000
0.0% of portfolio›$73.4K
High Note Wealth, LLC2,491
0.0% of portfolio›$61.0K
Harbor Investment Advisory, LLC2,464
0.0% of portfolio›$60.3K
Princeton Global Asset Management LLC2,391
0.0% of portfolio›$58.5K
Signaturefd, LLC1,940
0.0% of portfolio›$47.5K
Trust Co1,936
0.0% of portfolio›$47.4K
Eastern Bank1,700
0.0% of portfolio›$41.6K
Physician Wealth Advisors, Inc.1,591
0.0% of portfolio›$38.9K
United Community Bank1,485
0.0% of portfolio›$36.4K
Ashton Thomas Private Wealth, LLC1,137
0.0% of portfolio›$27.8K
Barrett & Company, Inc.1,000
0.0% of portfolio›$24.5K
Farther Finance Advisors, LLC981
0.0% of portfolio›$24.0K
Blue Trust, Inc.847
0.0% of portfolio›$20.7K
Y.D. More Investments Ltd800
0.0% of portfolio›$19.6K
Key FInancial Inc564
0.0% of portfolio›$13.8K
Root Financial Partners, LLC62
0.0% of portfolio›$1.5K
Key Capital Management, Inc33
0.0% of portfolio›$808
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
3,479,182$85.2M1.1%CoreLowAtlanta, GA2026-10-22
Hengehold Capital Management LLC
1,567,825$38.4M2.9%ETFLowCincinnati, OH2026-10-16
Sigma Investment Counselors Inc
1,478,685$36.2M1.7%ETFLowNorthville, MI2026-10-27
MV Capital Management, Inc.
923,482$22.6M2.0%ETFLowBethesda, MD2026-10-29
US Bancorp \de\
880,122$21.5M0.0%IndexLowMinneapolis, MN2026-11-05
Arrow Financial Corp
606,324$14.8M1.4%ETFLowGlens Falls, NY2026-10-26
MB, Levis & Associates, LLC
491,019$12.0M4.4%ETFVery LowCenter Valley, PA2026-10-16
Cowa, LLC
462,985$11.3M2.8%ETFMediumTulsa, OK2026-10-30
Instrumental Wealth, LLC
441,279$10.8M5.2%ETFLowTampa, FL2026-10-20
Commonwealth Equity Services, LLC
440,294$10.8M0.0%ETFLowWaltham, MA2026-11-02
Ironwood Financial, llc
389,120$9.5M1.5%ETFLowTucson, AZ2026-10-20
Kestra Advisory Services, LLC
372,888$9.1M0.0%CoreLowAustin, TX2026-11-02
Parallel Advisors, LLC
322,071$7.9M0.1%IndexLowSan Francisco, CA2026-11-03
Guidance Point Advisors, LLC
315,793$7.7M1.6%ETFVery LowWellesley, MA2026-10-15
Probity Advisors, Inc.
262,108$6.4M0.9%ETFLowDallas, TX2026-10-23
Klingman & Associates, LLC
257,103$6.3M0.3%ETFVery LowNew York, NY2026-10-20
Concurrent Investment Advisors, LLC
247,069$6.0M0.0%GrowthMediumTampa, FL2026-10-16
Lido Advisors, LLC
240,131$5.9M0.0%GrowthLowLos Angeles, CA2026-11-04
Lyell Wealth Management, LP
219,945$5.4M0.3%GrowthLowMenlo Park, CA2026-10-30
Krilogy Financial LLC
219,882$5.4M0.1%GrowthLowSt. Louis, MO2026-10-13
Precedent Wealth Partners, LLC
213,467$5.2M0.8%ETFMediumHouston, TX2026-10-21
4Thought Financial Group Inc.
185,381$4.5M2.1%ETFLowSyosset, NY2026-11-02
Howland Capital Management LLC
159,253$3.9M0.1%CoreLowBoston, MA2026-10-22
Wealth Enhancement Advisory Services, LLC
150,343$3.7M0.0%CoreLowPlymouth, MN2026-10-13
Evergreen Private Wealth LLC
148,971$3.6M1.3%CoreLowGreenwood Village, CO2026-10-30
James Investment Research, Inc.
124,570$3.0M0.3%CoreLowAlpha, OH2026-10-22
Adirondack Trust Co
113,954$2.8M0.9%GrowthLowSaratoga Springs, NY2026-10-14
Marathon Mission, Inc.
102,589$2.5M1.3%ETFVery LowAlbany, NY2026-10-01
Cliftonlarsonallen Wealth Advisors, LLC
99,997$2.4M0.0%ETFLowMinneapolis, MN2026-10-14
Associated Banc-Corp
91,922$2.3M0.1%CoreLowGreen Bay, WI2026-10-30
McGlone Suttner Wealth Management, Inc.
91,554$2.2M0.3%ETFVery LowAppleton, WI2026-10-13
Segment Wealth Management, LLC
88,885$2.2M0.1%CoreLowHouston, TX2026-10-26
MCF Advisors LLC
85,997$2.1M0.1%ETFLowLexington, KY2026-10-28
Archford Capital Strategies, LLC
70,652$1.7M0.2%GrowthMediumSwansea, IL2026-10-19
Fulton Breakefield Broenniman LLC
69,646$1.7M0.1%GrowthLowBethesda, MD2026-11-03
Glenview Trust Co
68,988$1.7M0.0%GrowthVery LowLouisville, KY2026-10-28
Central Trust Co
61,875$1.5M0.0%CoreLowJefferson City, MO2026-11-05
Wilkins Miller Wealth Management, LLC
59,655$1.5M0.8%ETFVery LowMobile, AL2026-10-13
NovaPoint Capital, LLC
58,432$1.4M0.3%CoreLowAtlanta, GA2026-10-22
First National Trust Co
48,723$1.2M0.0%GrowthLowJohnstown, PA2026-10-28
Paradigm, Strategies in Wealth Management, LLC
47,847$1.2M0.8%ETFLowMaple Grove, MN2026-10-16
Meitav Investment House LTD
47,412$1.2M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Jacobi Capital Management LLC
43,957$1.1M0.1%CoreLowPittston, PA2026-11-05
First Interstate Bank
43,631$1.1M0.1%ETFLowBillings, MT2026-10-23
SAX Wealth Advisors, LLC
40,073$981.0K0.0%ETFVery LowParsippany, NJ2026-10-13
IFP Advisors, Inc
35,921$879.3K0.0%GrowthLowTampa, FL2026-10-16
Montecito Bank & Trust
34,545$845.7K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Beaumont Asset Management, L.L.C.
30,479$746.1K0.3%ETFLowBeaumont, TX2026-10-16
Rose Capital Advisors LLC
28,639$701.1K0.2%ETFN/AMiami Beach, FL2026-11-04
Fort Washington Investment Advisors Inc
28,473$697.0K0.0%CoreLowCincinnati, OH2026-10-15
Romano Brothers and Company
27,741$679.1K0.1%CoreLowEvanston, IL2026-10-22
Great Diamond Partners, LLC
27,357$669.7K0.1%CoreMediumPortland, ME2026-10-13
Aspen Wealth Management LLC
25,972$635.8K0.1%ETFLowFort Worth, TX2026-10-14
Rossmore Private Capital
25,832$632.4K0.0%CoreLowGlastonbury, CT2026-10-27
Sterling Investment Advisors, Ltd.
24,350$596.1K0.1%GrowthLowBerwyn, PA2026-10-27
Forvis Mazars Wealth Advisors, LLC
22,684$555.3K0.0%ETFVery LowSpringfield, MO2026-10-13
Kestra Private Wealth Services, LLC
22,442$549.4K0.0%GrowthLowAustin, TX2026-10-30
Nestegg Advisors, Inc.
22,193$543.3K0.4%ETFLowHauppauge, NY2026-10-21
XML Financial, LLC
20,022$490.1K0.0%ETFLowBethesda, MD2026-10-29
International Assets Investment Management, LLC
17,592$429.8K0.0%CoreVery HighOrlando, FL2026-11-02
Gradient Capital Advisors, LLC
16,915$414.1K0.1%ETFLowSan Diego, CA2026-10-21
Oppenheimer & Co Inc
16,151$395.4K0.0%CoreLowNew York, NY2026-10-26
Cherry Tree Wealth Management, LLC
15,690$384.1K0.1%ETFVery LowMinnetonka, MN2026-10-15
Redwood Financial Network Corp
15,641$382.9K0.2%ETFLowSolon, OH2026-11-03
Creative Planning
15,588$381.6K0.0%IndexVery LowOverland Park, KS2026-11-02
Moneco Advisors, LLC
15,172$371.4K0.0%ETFLowFairfield, CT2026-11-05
Focused Alpha, LLC
14,686$359.5K0.1%CoreMediumDenver, CO2026-10-20
Venture Visionary Partners LLC
14,145$346.3K0.0%CoreLowSylvania, OH2026-10-07
Breachway Investments LLC
12,000$293.8K0.5%ETFLowCharlestown, RI2026-10-19
Truist Financial Corp
11,449$280.3K0.0%CoreLowCharlotte, NC2026-10-30
Koesten, Hirschmann & Crabtree, Inc.
11,210$274.4K0.1%ETFVery LowOverland Park, KS2026-10-13
Cambridge Investment Research Advisors, Inc.
11,091$2720.0%ETFLowFairfield, IA2026-11-02
Fifth Third Bancorp
10,576$258.9K0.0%IndexVery LowCincinnati, OH2026-11-05
StoneX Group Inc.
10,047$246.0K0.0%ETFMediumNew York, NY2026-11-03
Sarver Vrooman Wealth Advisors
10,031$245.6K0.1%ETFMediumKansas City, MO2026-10-01
MGO One Seven LLC
9,887$242.0K0.0%GrowthLowBeachwood, OH2026-10-28
Apollon Wealth Management, LLC
9,633$235.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Choreo, LLC
9,606$235.2K0.0%IndexLowRockford, IL2026-10-28
Bullock Wealth Management Group
8,430$206.4K0.1%GrowthLowBloomington, IN2026-10-09
Hendershot Investments Inc.
7,953$194.7K0.0%CoreLowCentreville, VA2026-11-05
First Premier Bank
7,896$1930.0%CoreVery LowSioux Falls, SD2026-10-13
Provenance Wealth Advisors, LLC
7,655$187.4K0.0%ETFLowFort Lauderdale, FL2026-10-30
Hyposwiss Advisors SA
4,140$101.3K0.1%ETFLowGeneva, Switzerland2026-10-26
Bank of New Hampshire
3,000$73.4K0.0%CoreLowLaconia, NH2026-10-06
High Note Wealth, LLC
2,491$61.0K0.0%ETFVery LowDeephaven, MN2026-10-27
Harbor Investment Advisory, LLC
2,464$60.3K0.0%GrowthLowLutherville, MD2026-10-13
Princeton Global Asset Management LLC
2,391$58.5K0.0%GrowthLowPrinceton, NJ2026-10-21
Signaturefd, LLC
1,940$47.5K0.0%IndexLowAtlanta, GA2026-10-23
Trust Co
1,936$47.4K0.0%ETFVery LowManhattan, KS2026-10-09
Eastern Bank
1,700$41.6K0.0%GrowthMediumBoston, MA2026-10-05
Physician Wealth Advisors, Inc.
1,591$38.9K0.0%ETFMediumMidvale, UT2026-10-20
United Community Bank
1,485$36.4K0.0%CoreLowGreenville, SC2026-10-28
Ashton Thomas Private Wealth, LLC
1,137$27.8K0.0%CoreMediumScottsdale, AZ2026-11-03
Barrett & Company, Inc.
1,000$24.5K0.0%ETFLowProvidence, RI2026-10-22
Farther Finance Advisors, LLC
981$24.0K0.0%IndexLowSan Francisco, CA2026-10-08
Blue Trust, Inc.
847$20.7K0.0%ETFLowBrentwood, TN2026-10-15
Y.D. More Investments Ltd
800$19.6K0.0%Agg GrowthMediumRamat Gan, Luxembourg2026-11-02
Key FInancial Inc
564$13.8K0.0%ETFLowWest Chester, PA2026-11-02
Root Financial Partners, LLC
62$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
Key Capital Management, Inc
33$8080.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03