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Isharesibondsdec2034tmcorp (IBDZ)

CUSIP: 46438G653 | NYSE | 164 institutional holders

Quarters

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

Capital Investment Advisors, LLC1,995,931
0.9% of portfolio›$52.8M
Summitry LLC1,234,310
1.4% of portfolio›$32.7M
Morgan Stanley884,474
0.0% of portfolio›$23.4M
Bank of America Corp770,108
0.0% of portfolio›$20.4M
Royal Bank of Canada661,192
0.0% of portfolio›$17.5M
MV Capital Management, Inc.540,082
1.4% of portfolio›$14.3M
Summit Financial, LLC522,212
0.2% of portfolio›$13.8M
MB, Levis & Associates, LLC498,092
5.7% of portfolio›$13.2M
UBS Group AG324,127
0.0% of portfolio›$8.6M
Arrow Financial Corp287,632
0.8% of portfolio›$7.6M
HighTower Advisors, LLC256,720
0.0% of portfolio›$6.8M
US Bancorp \de\246,077
0.0% of portfolio›$6.5M
Guidance Point Advisors, LLC238,484
1.5% of portfolio›$6.3M
Paradigm, Strategies in Wealth Management, LLC217,915
3.7% of portfolio›$5.8M
Lido Advisors, LLC204,766
0.0% of portfolio›$5.4M
Krilogy Financial LLC196,020
0.2% of portfolio›$5.1M
Benjamin Edwards Inc182,207
0.1% of portfolio›$4.8M
Parallel Advisors, LLC177,703
0.1% of portfolio›$4.7M
4Thought Financial Group Inc.170,739
2.3% of portfolio›$4.5M
Atlantic Union Bankshares Corp167,777
0.1% of portfolio›$4.4M
Commonwealth Equity Services, LLC165,418
0.0% of portfolio›$4.4K
Kestra Advisory Services, LLC165,277
0.0% of portfolio›$4.4M
Hancock Whitney Corp154,593
0.1% of portfolio›$4.1M
Raymond James Financial Inc142,762
0.0% of portfolio›$3.8M
Probity Advisors, Inc.142,041
0.6% of portfolio›$3.8M
J.W. Cole Advisors, Inc.117,667
0.1% of portfolio›$3.1M
Envestnet Asset Management Inc109,911
0.0% of portfolio›$2.9M
Meitav Investment House LTD98,711
0.0% of portfolio›$2.6M
Marathon Mission, Inc.92,060
1.5% of portfolio›$2.4M
Stonebrook Private Inc.84,384
0.5% of portfolio›$2.2M
Archford Capital Strategies, LLC81,999
0.3% of portfolio›$2.2M
JPMorgan Chase & Co80,741
0.0% of portfolio›$2.1M
Mercer Global Advisors Inc61,872
0.0% of portfolio›$1.6M
Coldstream Capital Management Inc59,635
0.0% of portfolio›$1.6M
Quantum Financial Advisors, LLC54,874
0.2% of portfolio›$1.5M
Keeler Thomas Management LLC51,113
0.6% of portfolio›$1.4M
Wells Fargo & Company49,857
0.0% of portfolio›$1.3M
Flow Traders U.S. LLC41,896
0.0% of portfolio›$1.1K
Little House Capital LLC41,811
0.3% of portfolio›$1.1M
Citadel Advisors LLC40,330
0.0% of portfolio›$1.1M
Jane Street Group, LLC39,859
0.0% of portfolio›$1.1M
BFC Planning, Inc.36,513
0.1% of portfolio›$966.5K
Seneca House Advisors36,142
0.4% of portfolio›$956.7K
Berthel, Fisher & Company Financial Services, Inc.35,948
0.1% of portfolio›$951.6K
LPL Financial LLC34,415
0.0% of portfolio›$911.0K
MCF Advisors LLC32,857
0.1% of portfolio›$869.7K
Ameriprise Financial Inc29,926
0.0% of portfolio›$792.1K
Stokes Family Office, LLC27,000
0.1% of portfolio›$714.7K
Fulton Breakefield Broenniman LLC23,945
0.0% of portfolio›$633.8K
Montecito Bank & Trust23,244
0.1% of portfolio›$615.3K
Sigma Investment Counselors Inc21,210
0.0% of portfolio›$561.4K
Segment Wealth Management, LLC20,835
0.0% of portfolio›$551.5K
Sarver Vrooman Wealth Advisors20,609
0.4% of portfolio›$545.5K
Reliant Wealth Planning19,050
0.2% of portfolio›$504.3K
Associated Banc-Corp18,758
0.0% of portfolio›$496.5K
Lyell Wealth Management, LP17,725
0.0% of portfolio›$469.2K
Advisory Services Network, LLC17,703
0.0% of portfolio›$468.6K
McGlone Suttner Wealth Management, Inc.16,885
0.1% of portfolio›$446.9K
Gradient Capital Advisors, LLC16,847
0.1% of portfolio›$445.9K
Wealth Enhancement Advisory Services, LLC15,796
0.0% of portfolio›$417.8K
Greater Midwest Financial Group, LLC15,550
0.3% of portfolio›$411.6K
Cliftonlarsonallen Wealth Advisors, LLC15,445
0.0% of portfolio›$408.8K
Simplicity Wealth,LLC15,130
0.0% of portfolio›$400.5K
Lbmc Investment Advisors, LLC14,600
0.0% of portfolio›$386.5K
StoneX Group Inc.14,217
0.0% of portfolio›$376.3K
Cetera Investment Advisers14,024
0.0% of portfolio›$371.2K
Beacon Pointe Advisors, LLC13,041
0.0% of portfolio›$345.2K
Captrust Financial Advisors12,895
0.0% of portfolio›$341.3K
Glenview Trust Co12,609
0.0% of portfolio›$333.8K
MML Investors Services, LLC11,773
0.0% of portfolio›$311.6K
Valmark Advisers, Inc.11,408
0.0% of portfolio›$302.0K
Private Advisor Group, LLC11,069
0.0% of portfolio›$293.0K
IFP Advisors, Inc10,252
0.0% of portfolio›$271.4K
Seaview Investment Managers LLC10,174
0.1% of portfolio›$269.3K
Jones Financial Companies Lllp9,913
0.0% of portfolio›$262.3K
Kestra Private Wealth Services, LLC9,156
0.0% of portfolio›$242.3K
Wilkins Miller Wealth Management, LLC9,087
0.1% of portfolio›$240.5K
Sterling Investment Advisors, Ltd.8,625
0.0% of portfolio›$228.3K
Truist Financial Corp8,614
0.0% of portfolio›$228.0K
Mutual Advisors, LLC8,384
0.0% of portfolio›$223.6K
United Capital Financial Advisors, LLC8,139
0.0% of portfolio›$215.4K
Stratos Wealth Partners, Ltd.7,790
0.0% of portfolio›$206.2K
Addison Advisors LLC7,550
0.0% of portfolio›$199.8K
Cherry Tree Wealth Management, LLC3,458
0.0% of portfolio›$91.5K
Koesten, Hirschmann & Crabtree, Inc.3,300
0.0% of portfolio›$87.4K
Northwestern Mutual Wealth Management Co2,975
0.0% of portfolio›$78.7K
CWM, LLC2,566
0.0% of portfolio›$68
CVA Family Office, LLC2,564
0.0% of portfolio›$67.9K
Osaic Holdings, Inc.2,225
0.0% of portfolio›$58.7K
Hemington Wealth Management2,148
0.0% of portfolio›$56
10Elms LLP1,900
0.0% of portfolio›$50.3K
CNB Bank1,857
0.0% of portfolio›$49.2K
United Community Bank1,515
0.0% of portfolio›$40.1K
Central Trust Co895
0.0% of portfolio›$23.7K
Comerica Bank800
0.0% of portfolio›$21.2K
Rockefeller Capital Management L.P.722
0.0% of portfolio›$19.1K
BlackRock, Inc.50
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
1,995,931$52.8M0.9%CoreLowAtlanta, GA2025-10-23
Summitry LLC
1,234,310$32.7M1.4%CoreLowFoster City, CA2025-11-07
Morgan Stanley
884,474$23.4M0.0%CoreLowNew York, NY2026-05-27
Bank of America Corp
770,108$20.4M0.0%CoreLowCharlotte, NC2026-02-03
Royal Bank of Canada
661,192$17.5M0.0%CoreLowToronto, Australia2025-11-14
MV Capital Management, Inc.
540,082$14.3M1.4%ETFLowBethesda, MD2026-02-23
Summit Financial, LLC
522,212$13.8M0.2%ETFLowParsippany, NJ2025-11-14
MB, Levis & Associates, LLC
498,092$13.2M5.7%ETFVery LowCenter Valley, PA2025-10-15
UBS Group AG
324,127$8.6M0.0%CoreMediumZurich, Switzerland2025-11-13
Arrow Financial Corp
287,632$7.6M0.8%ETFLowGlens Falls, NY2025-10-21
HighTower Advisors, LLC
256,720$6.8M0.0%IndexLowChicago, IL2025-11-07
US Bancorp \de\
246,077$6.5M0.0%CoreLowMinneapolis, MN2025-11-12
Guidance Point Advisors, LLC
238,484$6.3M1.5%ETFVery LowWellesley, MA2025-10-23
Paradigm, Strategies in Wealth Management, LLC
217,915$5.8M3.7%ETFLowMaple Grove, MN2025-10-22
Lido Advisors, LLC
204,766$5.4M0.0%GrowthLowLos Angeles, CA2025-11-14
Krilogy Financial LLC
196,020$5.1M0.2%GrowthLowSt. Louis, MO2025-11-06
Benjamin Edwards Inc
182,207$4.8M0.1%CoreLowClayton, MO2025-10-23
Parallel Advisors, LLC
177,703$4.7M0.1%GrowthLowSan Francisco, CA2025-11-13
4Thought Financial Group Inc.
170,739$4.5M2.3%ETFLowSyosset, NY2025-11-03
Atlantic Union Bankshares Corp
167,777$4.4M0.1%IndexLowGlen Allen, VA2025-11-04
Commonwealth Equity Services, LLC
165,418$4.4K0.0%ETFLowWaltham, MA2025-10-22
Kestra Advisory Services, LLC
165,277$4.4M0.0%IndexLowAustin, TX2025-11-14
Hancock Whitney Corp
154,593$4.1M0.1%GARPLowGulfport, MS2025-11-17
Raymond James Financial Inc
142,762$3.8M0.0%IndexLowSt. Petersburg, FL2025-11-14
Probity Advisors, Inc.
142,041$3.8M0.6%ETFLowDallas, TX2025-10-30
J.W. Cole Advisors, Inc.
117,667$3.1M0.1%CoreLowTampa, FL2025-11-05
Envestnet Asset Management Inc
109,911$2.9M0.0%ETFLowBerwyn, PA2025-11-05
Meitav Investment House LTD
98,711$2.6M0.0%ETFMediumBene-Beraq, Luxembourg2025-10-29
Marathon Mission, Inc.
92,060$2.4M1.5%ETFVery LowAlbany, NY2025-10-15
Stonebrook Private Inc.
84,384$2.2M0.5%ETFMediumNorthville, MI2025-11-10
Archford Capital Strategies, LLC
81,999$2.2M0.3%GrowthMediumSwansea, IL2025-10-17
JPMorgan Chase & Co
80,741$2.1M0.0%GrowthMediumNew York, NY2025-11-26
Mercer Global Advisors Inc
61,872$1.6M0.0%IndexVery LowDenver, CO2025-11-14
Coldstream Capital Management Inc
59,635$1.6M0.0%CoreMediumBellevue, WA2025-11-19
Quantum Financial Advisors, LLC
54,874$1.5M0.2%ETFLowSanta Monica, CA2025-10-08
Keeler Thomas Management LLC
51,113$1.4M0.6%CoreHighOrem, UT2025-11-04
Wells Fargo & Company
49,857$1.3M0.0%CoreLowSan Francisco, CA2025-11-13
Flow Traders U.S. LLC
41,896$1.1K0.0%ETFVery HighNew York, NY2025-11-14
Little House Capital LLC
41,811$1.1M0.3%GrowthLowBraintree, MA2025-11-03
Citadel Advisors LLC
40,330$1.1M0.0%CoreVery HighMiami, FL2025-11-14
Jane Street Group, LLC
39,859$1.1M0.0%CoreVery HighNew York, NY2025-11-14
BFC Planning, Inc.
36,513$966.5K0.1%N/AN/ACedar Rapids, IA2026-10-29
Seneca House Advisors
36,142$956.7K0.4%CoreMediumRichmond, VA2025-10-10
Berthel, Fisher & Company Financial Services, Inc.
35,948$951.6K0.1%N/AN/ACedar Rapids, IA2026-10-30
LPL Financial LLC
34,415$911.0K0.0%IndexVery LowFort Mill, SC2025-11-12
MCF Advisors LLC
32,857$869.7K0.1%ETFLowLexington, KY2025-11-05
Ameriprise Financial Inc
29,926$792.1K0.0%CoreMediumMinneapolis, MN2025-11-14
Stokes Family Office, LLC
27,000$714.7K0.1%CoreLowNew Orleans, LA2025-11-14
Fulton Breakefield Broenniman LLC
23,945$633.8K0.0%GrowthLowBethesda, MD2025-10-16
Montecito Bank & Trust
23,244$615.3K0.1%GrowthVery LowSanta Barbara, CA2025-10-07
Sigma Investment Counselors Inc
21,210$561.4K0.0%ETFLowNorthville, MI2025-10-29
Segment Wealth Management, LLC
20,835$551.5K0.0%CoreLowHouston, TX2025-10-20
Sarver Vrooman Wealth Advisors
20,609$545.5K0.4%ETFMediumKansas City, MO2025-10-23
Reliant Wealth Planning
19,050$504.3K0.2%ETFMediumLouisville, KY2025-11-18
Associated Banc-Corp
18,758$496.5K0.0%CoreLowGreen Bay, WI2025-10-24
Lyell Wealth Management, LP
17,725$469.2K0.0%GrowthLowMenlo Park, CA2025-11-06
Advisory Services Network, LLC
17,703$468.6K0.0%GrowthLowAtlanta, GA2025-11-18
McGlone Suttner Wealth Management, Inc.
16,885$446.9K0.1%ETFVery LowAppleton, WI2025-10-20
Gradient Capital Advisors, LLC
16,847$445.9K0.1%ETFLowSan Diego, CA2025-10-27
Wealth Enhancement Advisory Services, LLC
15,796$417.8K0.0%CoreLowPlymouth, MN2025-10-29
Greater Midwest Financial Group, LLC
15,550$411.6K0.3%GrowthMediumSt. Paul, MN2025-11-05
Cliftonlarsonallen Wealth Advisors, LLC
15,445$408.8K0.0%ETFLowMinneapolis, MN2025-10-14
Simplicity Wealth,LLC
15,130$400.5K0.0%ETFLowSummit, NJ2025-10-30
Lbmc Investment Advisors, LLC
14,600$386.5K0.0%ETFVery LowBrentwood, TN2025-10-07
StoneX Group Inc.
14,217$376.3K0.0%ETFMediumNew York, NY2025-11-14
Cetera Investment Advisers
14,024$371.2K0.0%IndexVery LowSchaumburg, IL2025-11-14
Beacon Pointe Advisors, LLC
13,041$345.2K0.0%ETFLowNewport Beach, CA2025-11-14
Captrust Financial Advisors
12,895$341.3K0.0%IndexLowRaleigh, NC2025-11-19
Glenview Trust Co
12,609$333.8K0.0%GrowthVery LowLouisville, KY2025-11-07
MML Investors Services, LLC
11,773$311.6K0.0%IndexLowSpringfield, MA2025-11-14
Valmark Advisers, Inc.
11,408$302.0K0.0%ETFVery LowAkron, OH2025-10-24
Private Advisor Group, LLC
11,069$293.0K0.0%ETFMediumMorristown, NJ2025-11-13
IFP Advisors, Inc
10,252$271.4K0.0%CoreLowTampa, FL2026-02-06
Seaview Investment Managers LLC
10,174$269.3K0.1%GrowthHighMiami, FL2025-11-06
Jones Financial Companies Lllp
9,913$262.3K0.0%IndexLowDes Peres, MO2025-11-04
Kestra Private Wealth Services, LLC
9,156$242.3K0.0%GrowthLowAustin, TX2025-11-17
Wilkins Miller Wealth Management, LLC
9,087$240.5K0.1%ETFVery LowMobile, AL2025-11-10
Sterling Investment Advisors, Ltd.
8,625$228.3K0.0%CoreLowBerwyn, PA2025-10-28
Truist Financial Corp
8,614$228.0K0.0%CoreLowCharlotte, NC2025-11-03
Mutual Advisors, LLC
8,384$223.6K0.0%ETFLowOmaha, NE2025-11-04
United Capital Financial Advisors, LLC
8,139$215.4K0.0%ETFLowIrving, TX2025-11-14
Stratos Wealth Partners, Ltd.
7,790$206.2K0.0%ETFLowBeachwood, OH2025-11-06
Addison Advisors LLC
7,550$199.8K0.0%ETFVery LowMiddlebury, VT2025-11-07
Cherry Tree Wealth Management, LLC
3,458$91.5K0.0%ETFVery LowMinnetonka, MN2025-11-24
Koesten, Hirschmann & Crabtree, Inc.
3,300$87.4K0.0%ETFVery LowOverland Park, KS2025-11-05
Northwestern Mutual Wealth Management Co
2,975$78.7K0.0%IndexVery LowMilwaukee, WI2025-11-14
CWM, LLC
2,566$680.0%GrowthVery LowOmaha, NE2025-10-15
CVA Family Office, LLC
2,564$67.9K0.0%IndexVery LowDenver, CO2025-10-30
Osaic Holdings, Inc.
2,225$58.7K0.0%IndexLowScottsdale, AZ2025-11-14
Hemington Wealth Management
2,148$560.0%N/AN/AFalls Church, VA2025-10-24
10Elms LLP
1,900$50.3K0.0%ETFVery LowTulsa, OK2025-11-12
CNB Bank
1,857$49.2K0.0%GrowthLowClearfield, PA2025-10-30
United Community Bank
1,515$40.1K0.0%CoreLowGreenville, SC2025-11-04
Central Trust Co
895$23.7K0.0%CoreLowJefferson City, MO2025-11-06
Comerica Bank
800$21.2K0.0%GrowthVery LowDetroit, MI2025-11-14
Rockefeller Capital Management L.P.
722$19.1K0.0%CoreLowNew York, NY2025-11-14
BlackRock, Inc.
50$1.3K0.0%IndexVery LowNew York, NY2025-11-12