IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Isharesibondsdec2034tmcorp (IBDZ)

CUSIP: 46438G653 | NYSE | 162 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Capital Investment Advisors, LLC2,907,774
0.9% of portfolio›$71.6M
Sarver Vrooman Wealth Advisors1,718,835
24.9% of portfolio›$42.3M
Sigma Investment Counselors Inc1,288,129
1.5% of portfolio›$31.7M
MV Capital Management, Inc.745,017
1.7% of portfolio›$18.3M
Arrow Financial Corp527,694
1.2% of portfolio›$13.0M
MB, Levis & Associates, LLC507,715
4.6% of portfolio›$12.5M
Nestegg Advisors, Inc.409,343
6.6% of portfolio›$10.1M
Parkway Wealth Management Group, LLC396,685
1.1% of portfolio›$9.8M
Commonwealth Equity Services, LLC386,626
0.0% of portfolio›$9.5M
Guidance Point Advisors, LLC311,851
1.6% of portfolio›$7.7M
Parallel Advisors, LLC307,744
0.1% of portfolio›$7.6M
Kestra Advisory Services, LLC302,622
0.0% of portfolio›$7.5M
Probity Advisors, Inc.261,776
0.9% of portfolio›$6.4M
Krilogy Financial LLC218,103
0.1% of portfolio›$5.4M
Lido Advisors, LLC216,630
0.0% of portfolio›$5.3M
Lyell Wealth Management, LP199,035
0.3% of portfolio›$4.9M
4Thought Financial Group Inc.185,029
2.1% of portfolio›$4.6M
Apollon Wealth Management, LLC132,730
0.0% of portfolio›$3.3M
Wealth Enhancement Advisory Services, LLC128,962
0.0% of portfolio›$3.2M
Meitav Investment House LTD104,514
0.0% of portfolio›$2.6M
Marathon Mission, Inc.102,753
1.3% of portfolio›$2.5M
Paradigm, Strategies in Wealth Management, LLC100,123
1.6% of portfolio›$2.5M
Archford Capital Strategies, LLC74,235
0.2% of portfolio›$1.8M
Segment Wealth Management, LLC73,318
0.1% of portfolio›$1.8M
Associated Banc-Corp70,764
0.0% of portfolio›$1.7M
Fulton Breakefield Broenniman LLC49,494
0.1% of portfolio›$1.2M
MCF Advisors LLC38,523
0.0% of portfolio›$948.8K
Montecito Bank & Trust29,219
0.1% of portfolio›$719.7K
Cowa, LLC28,538
0.2% of portfolio›$702.9K
Aspen Wealth Management LLC25,708
0.1% of portfolio›$633.2K
IFP Advisors, Inc24,408
0.0% of portfolio›$601.2K
Precedent Wealth Partners, LLC23,931
0.1% of portfolio›$589.4K
First National Trust Co22,402
0.0% of portfolio›$551.8K
Quantum Financial Advisors, LLC21,676
0.1% of portfolio›$533.9K
Cliftonlarsonallen Wealth Advisors, LLC20,917
0.0% of portfolio›$515.2K
XML Financial, LLC20,199
0.0% of portfolio›$497.5K
McGlone Suttner Wealth Management, Inc.20,094
0.1% of portfolio›$494.9K
Howland Capital Management LLC19,582
0.0% of portfolio›$482.3K
Gradient Capital Advisors, LLC19,518
0.1% of portfolio›$480.7K
Fort Washington Investment Advisors Inc19,275
0.0% of portfolio›$474.7K
Glenview Trust Co18,109
0.0% of portfolio›$446.0K
Koesten, Hirschmann & Crabtree, Inc.17,480
0.2% of portfolio›$430.5K
Romano Brothers and Company16,797
0.0% of portfolio›$413.7K
Creative Planning16,720
0.0% of portfolio›$411.8K
Greater Midwest Financial Group, LLC14,360
0.2% of portfolio›$353.7K
Sterling Investment Advisors, Ltd.12,525
0.1% of portfolio›$308.5K
Kestra Private Wealth Services, LLC11,751
0.0% of portfolio›$289.4K
Redwood Financial Network Corp10,539
0.1% of portfolio›$259.6K
PFG Private Wealth Management, LLC10,397
0.1% of portfolio›$256.1K
Concurrent Investment Advisors, LLC9,701
0.0% of portfolio›$238.9K
Rose Capital Advisors LLC9,573
0.1% of portfolio›$235.8K
Choreo, LLC9,373
0.0% of portfolio›$230.9K
Truist Financial Corp9,253
0.0% of portfolio›$227.9K
Wilkins Miller Wealth Management, LLC8,687
0.1% of portfolio›$214.0K
First Premier Bank7,819
0.0% of portfolio›$193
Cherry Tree Wealth Management, LLC5,814
0.0% of portfolio›$143.2K
Princeton Global Asset Management LLC2,330
0.0% of portfolio›$57.4K
Signaturefd, LLC1,919
0.0% of portfolio›$47.3K
Blue Trust, Inc.1,599
0.0% of portfolio›$39.4K
United Community Bank1,465
0.0% of portfolio›$36.1K
Bullock Wealth Management Group529
0.0% of portfolio›$13.0K
High Note Wealth, LLC369
0.0% of portfolio›$9.1K
Root Financial Partners, LLC62
0.0% of portfolio›$1.5K
Key Capital Management, Inc42
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
2,907,774$71.6M0.9%CoreLowAtlanta, GA2026-10-22
Sarver Vrooman Wealth Advisors
1,718,835$42.3M24.9%ETFMediumKansas City, MO2026-10-01
Sigma Investment Counselors Inc
1,288,129$31.7M1.5%ETFLowNorthville, MI2026-10-27
MV Capital Management, Inc.
745,017$18.3M1.7%ETFLowBethesda, MD2026-10-29
Arrow Financial Corp
527,694$13.0M1.2%ETFLowGlens Falls, NY2026-10-26
MB, Levis & Associates, LLC
507,715$12.5M4.6%ETFVery LowCenter Valley, PA2026-10-16
Nestegg Advisors, Inc.
409,343$10.1M6.6%ETFLowHauppauge, NY2026-10-21
Parkway Wealth Management Group, LLC
396,685$9.8M1.1%ETFHighPlano, TX2026-10-20
Commonwealth Equity Services, LLC
386,626$9.5M0.0%ETFLowWaltham, MA2026-11-02
Guidance Point Advisors, LLC
311,851$7.7M1.6%ETFVery LowWellesley, MA2026-10-15
Parallel Advisors, LLC
307,744$7.6M0.1%IndexLowSan Francisco, CA2026-11-03
Kestra Advisory Services, LLC
302,622$7.5M0.0%CoreLowAustin, TX2026-11-02
Probity Advisors, Inc.
261,776$6.4M0.9%ETFLowDallas, TX2026-10-23
Krilogy Financial LLC
218,103$5.4M0.1%GrowthLowSt. Louis, MO2026-10-13
Lido Advisors, LLC
216,630$5.3M0.0%GrowthLowLos Angeles, CA2026-11-04
Lyell Wealth Management, LP
199,035$4.9M0.3%GrowthLowMenlo Park, CA2026-10-30
4Thought Financial Group Inc.
185,029$4.6M2.1%ETFLowSyosset, NY2026-11-02
Apollon Wealth Management, LLC
132,730$3.3M0.0%GrowthLowMount Pleasant, SC2026-10-23
Wealth Enhancement Advisory Services, LLC
128,962$3.2M0.0%CoreLowPlymouth, MN2026-10-13
Meitav Investment House LTD
104,514$2.6M0.0%ETFMediumBene-Beraq, Luxembourg2026-10-28
Marathon Mission, Inc.
102,753$2.5M1.3%ETFVery LowAlbany, NY2026-10-01
Paradigm, Strategies in Wealth Management, LLC
100,123$2.5M1.6%ETFLowMaple Grove, MN2026-10-16
Archford Capital Strategies, LLC
74,235$1.8M0.2%GrowthMediumSwansea, IL2026-10-19
Segment Wealth Management, LLC
73,318$1.8M0.1%CoreLowHouston, TX2026-10-26
Associated Banc-Corp
70,764$1.7M0.0%CoreLowGreen Bay, WI2026-10-30
Fulton Breakefield Broenniman LLC
49,494$1.2M0.1%GrowthLowBethesda, MD2026-11-03
MCF Advisors LLC
38,523$948.8K0.0%ETFLowLexington, KY2026-10-28
Montecito Bank & Trust
29,219$719.7K0.1%GrowthVery LowSanta Barbara, CA2026-10-01
Cowa, LLC
28,538$702.9K0.2%ETFMediumTulsa, OK2026-10-30
Aspen Wealth Management LLC
25,708$633.2K0.1%ETFLowFort Worth, TX2026-10-14
IFP Advisors, Inc
24,408$601.2K0.0%GrowthLowTampa, FL2026-10-16
Precedent Wealth Partners, LLC
23,931$589.4K0.1%ETFMediumHouston, TX2026-10-21
First National Trust Co
22,402$551.8K0.0%GrowthLowJohnstown, PA2026-10-28
Quantum Financial Advisors, LLC
21,676$533.9K0.1%ETFLowSanta Monica, CA2026-11-03
Cliftonlarsonallen Wealth Advisors, LLC
20,917$515.2K0.0%ETFLowMinneapolis, MN2026-10-14
XML Financial, LLC
20,199$497.5K0.0%ETFLowBethesda, MD2026-10-29
McGlone Suttner Wealth Management, Inc.
20,094$494.9K0.1%ETFVery LowAppleton, WI2026-10-13
Howland Capital Management LLC
19,582$482.3K0.0%CoreLowBoston, MA2026-10-22
Gradient Capital Advisors, LLC
19,518$480.7K0.1%ETFLowSan Diego, CA2026-10-21
Fort Washington Investment Advisors Inc
19,275$474.7K0.0%CoreLowCincinnati, OH2026-10-15
Glenview Trust Co
18,109$446.0K0.0%GrowthVery LowLouisville, KY2026-10-28
Koesten, Hirschmann & Crabtree, Inc.
17,480$430.5K0.2%ETFVery LowOverland Park, KS2026-10-13
Romano Brothers and Company
16,797$413.7K0.0%CoreLowEvanston, IL2026-10-22
Creative Planning
16,720$411.8K0.0%IndexVery LowOverland Park, KS2026-11-02
Greater Midwest Financial Group, LLC
14,360$353.7K0.2%GrowthMediumSt. Paul, MN2026-10-13
Sterling Investment Advisors, Ltd.
12,525$308.5K0.1%GrowthLowBerwyn, PA2026-10-27
Kestra Private Wealth Services, LLC
11,751$289.4K0.0%GrowthLowAustin, TX2026-10-30
Redwood Financial Network Corp
10,539$259.6K0.1%ETFLowSolon, OH2026-11-03
PFG Private Wealth Management, LLC
10,397$256.1K0.1%ETFHighLutz, FL2026-10-15
Concurrent Investment Advisors, LLC
9,701$238.9K0.0%GrowthMediumTampa, FL2026-10-16
Rose Capital Advisors LLC
9,573$235.8K0.1%ETFN/AMiami Beach, FL2026-11-04
Choreo, LLC
9,373$230.9K0.0%IndexLowRockford, IL2026-10-28
Truist Financial Corp
9,253$227.9K0.0%CoreLowCharlotte, NC2026-10-30
Wilkins Miller Wealth Management, LLC
8,687$214.0K0.1%ETFVery LowMobile, AL2026-10-13
First Premier Bank
7,819$1930.0%CoreVery LowSioux Falls, SD2026-10-13
Cherry Tree Wealth Management, LLC
5,814$143.2K0.0%ETFVery LowMinnetonka, MN2026-10-15
Princeton Global Asset Management LLC
2,330$57.4K0.0%GrowthLowPrinceton, NJ2026-10-21
Signaturefd, LLC
1,919$47.3K0.0%IndexLowAtlanta, GA2026-10-23
Blue Trust, Inc.
1,599$39.4K0.0%ETFLowBrentwood, TN2026-10-15
United Community Bank
1,465$36.1K0.0%CoreLowGreenville, SC2026-10-28
Bullock Wealth Management Group
529$13.0K0.0%GrowthLowBloomington, IN2026-10-09
High Note Wealth, LLC
369$9.1K0.0%ETFVery LowDeephaven, MN2026-10-27
Root Financial Partners, LLC
62$1.5K0.0%ETFMediumEncinitas, CA2026-10-21
Key Capital Management, Inc
42$1.0K0.0%ETFMediumHendersonville, Tn 37075, TN2026-11-03