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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 — Q4 2025

Capital Investment Advisors, LLC2,248,701
0.9% of portfolio›$59.3M
Summit Financial, LLC1,657,455
0.6% of portfolio›$43.7M
Morgan Stanley1,286,773
0.0% of portfolio›$33.9M
Summitry LLC1,262,550
1.4% of portfolio›$33.3M
Bank of America Corp1,063,948
0.0% of portfolio›$28.1M
Royal Bank of Canada670,666
0.0% of portfolio›$17.7M
Sigma Investment Counselors Inc653,888
0.9% of portfolio›$17.2M
MV Capital Management, Inc.557,365
1.4% of portfolio›$14.7M
MB, Levis & Associates, LLC504,186
5.6% of portfolio›$13.3M
PFG Private Wealth Management, LLC486,439
5.6% of portfolio›$12.8M
Motley Fool Wealth Management, LLC455,702
0.9% of portfolio›$12.0M
Arrow Financial Corp400,877
1.1% of portfolio›$10.6M
UBS Group AG359,188
0.0% of portfolio›$9.5M
Parkway Wealth Management Group, LLC345,452
1.2% of portfolio›$9.1M
HighTower Advisors, LLC336,208
0.0% of portfolio›$8.9M
US Bancorp \de\310,298
0.0% of portfolio›$8.2M
Seneca House Advisors285,269
2.8% of portfolio›$7.5M
Guidance Point Advisors, LLC257,841
1.6% of portfolio›$6.8M
Raymond James Financial Inc228,991
0.0% of portfolio›$6.0M
Kestra Advisory Services, LLC220,764
0.0% of portfolio›$5.8M
Janney Montgomery Scott LLC219,064
0.0% of portfolio›$5.8K
Paradigm, Strategies in Wealth Management, LLC216,813
3.8% of portfolio›$5.7M
Lido Advisors, LLC210,929
0.0% of portfolio›$5.6M
Parallel Advisors, LLC199,895
0.1% of portfolio›$5.3M
Krilogy Financial LLC199,395
0.2% of portfolio›$5.3M
Wells Fargo & Company195,275
0.0% of portfolio›$5.1M
Commonwealth Equity Services, LLC185,664
0.0% of portfolio›$4.9M
Nestegg Advisors, Inc.185,601
4.2% of portfolio›$4.9M
4Thought Financial Group Inc.173,923
2.3% of portfolio›$4.6M
Benjamin Edwards Inc169,217
0.0% of portfolio›$4.5M
Hancock Whitney Corp163,689
0.1% of portfolio›$4.3M
Probity Advisors, Inc.143,370
0.6% of portfolio›$3.8M
Atlantic Union Bankshares Corp136,202
0.1% of portfolio›$3.6M
J.W. Cole Advisors, Inc.118,593
0.1% of portfolio›$3.1M
Meitav Investment House LTD99,103
0.0% of portfolio›$2.6M
Marathon Mission, Inc.97,572
1.5% of portfolio›$2.6M
Mercer Global Advisors Inc93,238
0.0% of portfolio›$2.5M
Stonebrook Private Inc.87,200
0.5% of portfolio›$2.3M
Lyell Wealth Management, LP82,610
0.2% of portfolio›$2.2M
Archford Capital Strategies, LLC81,995
0.3% of portfolio›$2.2M
Envestnet Asset Management Inc68,175
0.0% of portfolio›$1.8M
CWM, LLC67,194
0.0% of portfolio›$1.8K
Quantum Financial Advisors, LLC55,324
0.2% of portfolio›$1.5M
Keeler Thomas Management LLC52,946
0.7% of portfolio›$1.4M
LPL Financial LLC50,638
0.0% of portfolio›$1.3M
Goldman Sachs Group Inc50,250
0.0% of portfolio›$1.3M
Jane Street Group, LLC44,071
0.0% of portfolio›$1.2M
Coldstream Capital Management Inc41,457
0.0% of portfolio›$1.1M
Little House Capital LLC39,346
0.3% of portfolio›$1.0M
MCF Advisors LLC38,523
0.1% of portfolio›$1.0M
BFC Planning, Inc.38,501
0.0% of portfolio›$1.0M
Associated Banc-Corp37,973
0.0% of portfolio›$1.0M
Berthel, Fisher & Company Financial Services, Inc.37,936
0.1% of portfolio›$1.0M
Flow Traders U.S. LLC36,662
0.0% of portfolio›$967
Gilbert & Cook, Inc.36,280
0.1% of portfolio›$956.7K
CFO Capital Management LLC29,310
0.6% of portfolio›$772.9K
Stokes Family Office, LLC27,000
0.1% of portfolio›$712.0K
Fulton Breakefield Broenniman LLC26,753
0.0% of portfolio›$705.5K
JPMorgan Chase & Co26,335
0.0% of portfolio›$694.5K
Montecito Bank & Trust24,662
0.1% of portfolio›$650.3K
Beacon Pointe Advisors, LLC22,123
0.0% of portfolio›$583.4K
Citadel Advisors LLC21,795
0.0% of portfolio›$574.7K
Sarver Vrooman Wealth Advisors21,073
0.4% of portfolio›$555.7K
Segment Wealth Management, LLC20,835
0.0% of portfolio›$549.4K
Wealth Enhancement Advisory Services, LLC19,945
0.0% of portfolio›$527.5K
Advisory Services Network, LLC19,616
0.0% of portfolio›$517.3K
Fort Washington Investment Advisors Inc19,393
0.0% of portfolio›$511.4K
Reliant Wealth Planning19,050
0.2% of portfolio›$502.3K
IFP Advisors, Inc18,014
0.0% of portfolio›$475.0K
Gradient Capital Advisors, LLC17,986
0.1% of portfolio›$474.3K
McGlone Suttner Wealth Management, Inc.17,137
0.1% of portfolio›$451.9K
Jones Financial Companies Lllp17,126
0.0% of portfolio›$451.6K
Cetera Investment Advisers16,558
0.0% of portfolio›$436.6K
Valmark Advisers, Inc.15,483
0.0% of portfolio›$408.3K
Cliftonlarsonallen Wealth Advisors, LLC15,445
0.0% of portfolio›$407.3K
StoneX Group Inc.15,321
0.0% of portfolio›$404.0K
Osaic Holdings, Inc.15,013
0.0% of portfolio›$395.9K
Greater Midwest Financial Group, LLC15,005
0.2% of portfolio›$395.7K
Lbmc Investment Advisors, LLC14,600
0.0% of portfolio›$385.0K
Private Advisor Group, LLC14,576
0.0% of portfolio›$384.4K
Captrust Financial Advisors12,895
0.0% of portfolio›$340.0K
Glenview Trust Co12,609
0.0% of portfolio›$332.5K
MML Investors Services, LLC11,669
0.0% of portfolio›$307.7K
Koesten, Hirschmann & Crabtree, Inc.11,025
0.1% of portfolio›$290.7K
Great Valley Advisor Group, Inc.10,679
0.0% of portfolio›$281.6K
Sterling Investment Advisors, Ltd.10,115
0.0% of portfolio›$266.7K
First National Trust Co9,928
0.0% of portfolio›$261.8K
United Capital Financial Advisors, LLC9,246
0.0% of portfolio›$243.8K
Wilkins Miller Wealth Management, LLC9,177
0.1% of portfolio›$242.0K
XML Financial, LLC8,666
0.0% of portfolio›$228.5K
Truist Financial Corp8,614
0.0% of portfolio›$227.2K
Mutual Advisors, LLC8,384
0.0% of portfolio›$221.1K
Seaview Investment Managers LLC8,374
0.1% of portfolio›$220.8K
Thrivent Financial for Lutherans7,853
0.0% of portfolio›$208
Sound View Wealth Advisors Group, LLC7,632
0.0% of portfolio›$201.3K
Addison Advisors LLC7,550
0.0% of portfolio›$199.1K
Northwestern Mutual Wealth Management Co7,414
0.0% of portfolio›$195.5K
CNB Bank4,733
0.1% of portfolio›$124.8K
Cherry Tree Wealth Management, LLC4,416
0.0% of portfolio›$116.5K
Rockefeller Capital Management L.P.2,881
0.0% of portfolio›$76.0K
CVA Family Office, LLC2,564
0.0% of portfolio›$67.6K
Hyposwiss Advisors SA2,020
0.1% of portfolio›$53.3K
10Elms LLP1,900
0.0% of portfolio›$50.1K
International Assets Investment Management, LLC1,603
0.0% of portfolio›$42.3K
Central Trust Co939
0.0% of portfolio›$24.8K
Comerica Bank800
0.0% of portfolio›$21.1K
Bogart Wealth, LLC566
0.0% of portfolio›$14.9K
Princeton Global Asset Management LLC400
0.0% of portfolio›$10.5K
BlackRock, Inc.50
0.0% of portfolio›$1.3K
StyleTurnoverLocationFiled
Capital Investment Advisors, LLC
2,248,701$59.3M0.9%CoreLowAtlanta, GA2026-01-13
Summit Financial, LLC
1,657,455$43.7M0.6%ETFLowParsippany, NJ2026-02-13
Morgan Stanley
1,286,773$33.9M0.0%CoreLowNew York, NY2026-05-27
Summitry LLC
1,262,550$33.3M1.4%CoreLowFoster City, CA2026-02-09
Bank of America Corp
1,063,948$28.1M0.0%CoreLowCharlotte, NC2026-02-17
Royal Bank of Canada
670,666$17.7M0.0%CoreLowToronto, Australia2026-02-17
Sigma Investment Counselors Inc
653,888$17.2M0.9%ETFLowNorthville, MI2026-02-03
MV Capital Management, Inc.
557,365$14.7M1.4%ETFLowBethesda, MD2026-02-23
MB, Levis & Associates, LLC
504,186$13.3M5.6%ETFVery LowCenter Valley, PA2026-01-14
PFG Private Wealth Management, LLC
486,439$12.8M5.6%ETFHighLutz, FL2026-01-15
Motley Fool Wealth Management, LLC
455,702$12.0M0.9%GrowthLowAlexandria, VA2026-02-11
Arrow Financial Corp
400,877$10.6M1.1%ETFLowGlens Falls, NY2026-02-05
UBS Group AG
359,188$9.5M0.0%CoreMediumZurich, Switzerland2026-01-29
Parkway Wealth Management Group, LLC
345,452$9.1M1.2%ETFHighPlano, TX2026-02-10
HighTower Advisors, LLC
336,208$8.9M0.0%IndexLowChicago, IL2026-02-06
US Bancorp \de\
310,298$8.2M0.0%CoreLowMinneapolis, MN2026-01-30
Seneca House Advisors
285,269$7.5M2.8%CoreMediumRichmond, VA2026-02-17
Guidance Point Advisors, LLC
257,841$6.8M1.6%ETFVery LowWellesley, MA2026-02-11
Raymond James Financial Inc
228,991$6.0M0.0%IndexLowSt. Petersburg, FL2026-02-18
Kestra Advisory Services, LLC
220,764$5.8M0.0%IndexLowAustin, TX2026-02-13
Janney Montgomery Scott LLC
219,064$5.8K0.0%CoreLowPhiladelphia, PA2026-02-11
Paradigm, Strategies in Wealth Management, LLC
216,813$5.7M3.8%ETFLowMaple Grove, MN2026-01-22
Lido Advisors, LLC
210,929$5.6M0.0%GrowthLowLos Angeles, CA2026-02-10
Parallel Advisors, LLC
199,895$5.3M0.1%GrowthLowSan Francisco, CA2026-02-11
Krilogy Financial LLC
199,395$5.3M0.2%GrowthLowSt. Louis, MO2026-01-27
Wells Fargo & Company
195,275$5.1M0.0%CoreLowSan Francisco, CA2026-02-13
Commonwealth Equity Services, LLC
185,664$4.9M0.0%ETFLowWaltham, MA2026-02-12
Nestegg Advisors, Inc.
185,601$4.9M4.2%ETFLowHauppauge, NY2026-01-21
4Thought Financial Group Inc.
173,923$4.6M2.3%ETFLowSyosset, NY2026-01-29
Benjamin Edwards Inc
169,217$4.5M0.0%CoreLowClayton, MO2026-02-02
Hancock Whitney Corp
163,689$4.3M0.1%GARPLowGulfport, MS2026-02-17
Probity Advisors, Inc.
143,370$3.8M0.6%ETFLowDallas, TX2026-01-27
Atlantic Union Bankshares Corp
136,202$3.6M0.1%IndexLowGlen Allen, VA2026-02-04
J.W. Cole Advisors, Inc.
118,593$3.1M0.1%CoreLowTampa, FL2026-02-11
Meitav Investment House LTD
99,103$2.6M0.0%ETFMediumBene-Beraq, Luxembourg2026-02-10
Marathon Mission, Inc.
97,572$2.6M1.5%ETFVery LowAlbany, NY2026-01-05
Mercer Global Advisors Inc
93,238$2.5M0.0%IndexVery LowDenver, CO2026-02-18
Stonebrook Private Inc.
87,200$2.3M0.5%ETFMediumNorthville, MI2026-02-11
Lyell Wealth Management, LP
82,610$2.2M0.2%GrowthLowMenlo Park, CA2026-02-12
Archford Capital Strategies, LLC
81,995$2.2M0.3%GrowthMediumSwansea, IL2026-01-15
Envestnet Asset Management Inc
68,175$1.8M0.0%ETFLowBerwyn, PA2026-02-10
CWM, LLC
67,194$1.8K0.0%GrowthVery LowOmaha, NE2026-01-26
Quantum Financial Advisors, LLC
55,324$1.5M0.2%ETFLowSanta Monica, CA2026-01-12
Keeler Thomas Management LLC
52,946$1.4M0.7%CoreHighOrem, UT2026-02-12
LPL Financial LLC
50,638$1.3M0.0%IndexVery LowFort Mill, SC2026-02-11
Goldman Sachs Group Inc
50,250$1.3M0.0%CoreMediumNew York, NY2026-03-25
Jane Street Group, LLC
44,071$1.2M0.0%CoreVery HighNew York, NY2026-02-12
Coldstream Capital Management Inc
41,457$1.1M0.0%CoreMediumBellevue, WA2026-02-09
Little House Capital LLC
39,346$1.0M0.3%GrowthLowBraintree, MA2026-02-06
MCF Advisors LLC
38,523$1.0M0.1%ETFLowLexington, KY2026-02-11
BFC Planning, Inc.
38,501$1.0M0.0%N/AN/ACedar Rapids, IA2026-10-29
Associated Banc-Corp
37,973$1.0M0.0%CoreLowGreen Bay, WI2026-02-06
Berthel, Fisher & Company Financial Services, Inc.
37,936$1.0M0.1%N/AN/ACedar Rapids, IA2026-10-30
Flow Traders U.S. LLC
36,662$9670.0%ETFVery HighNew York, NY2026-02-13
Gilbert & Cook, Inc.
36,280$956.7K0.1%ETFVery LowWest Des Moines, IA2026-01-07
CFO Capital Management LLC
29,310$772.9K0.6%Agg GrowthN/AFairfield, CT2026-03-02
Stokes Family Office, LLC
27,000$712.0K0.1%CoreLowNew Orleans, LA2026-02-18
Fulton Breakefield Broenniman LLC
26,753$705.5K0.0%GrowthLowBethesda, MD2026-01-21
JPMorgan Chase & Co
26,335$694.5K0.0%GrowthMediumNew York, NY2026-02-11
Montecito Bank & Trust
24,662$650.3K0.1%GrowthVery LowSanta Barbara, CA2026-01-09
Beacon Pointe Advisors, LLC
22,123$583.4K0.0%ETFLowNewport Beach, CA2026-02-18
Citadel Advisors LLC
21,795$574.7K0.0%CoreVery HighMiami, FL2026-02-17
Sarver Vrooman Wealth Advisors
21,073$555.7K0.4%ETFMediumKansas City, MO2026-04-23
Segment Wealth Management, LLC
20,835$549.4K0.0%CoreLowHouston, TX2026-01-29
Wealth Enhancement Advisory Services, LLC
19,945$527.5K0.0%CoreLowPlymouth, MN2026-01-08
Advisory Services Network, LLC
19,616$517.3K0.0%GrowthLowAtlanta, GA2026-02-17
Fort Washington Investment Advisors Inc
19,393$511.4K0.0%CoreLowCincinnati, OH2026-01-13
Reliant Wealth Planning
19,050$502.3K0.2%ETFMediumLouisville, KY2026-02-12
IFP Advisors, Inc
18,014$475.0K0.0%CoreLowTampa, FL2026-02-06
Gradient Capital Advisors, LLC
17,986$474.3K0.1%ETFLowSan Diego, CA2026-02-06
McGlone Suttner Wealth Management, Inc.
17,137$451.9K0.1%ETFVery LowAppleton, WI2026-01-15
Jones Financial Companies Lllp
17,126$451.6K0.0%IndexLowDes Peres, MO2026-02-17
Cetera Investment Advisers
16,558$436.6K0.0%IndexVery LowSchaumburg, IL2026-02-17
Valmark Advisers, Inc.
15,483$408.3K0.0%ETFVery LowAkron, OH2026-01-26
Cliftonlarsonallen Wealth Advisors, LLC
15,445$407.3K0.0%ETFLowMinneapolis, MN2026-01-22
StoneX Group Inc.
15,321$404.0K0.0%ETFMediumNew York, NY2026-02-12
Osaic Holdings, Inc.
15,013$395.9K0.0%IndexLowScottsdale, AZ2026-02-17
Greater Midwest Financial Group, LLC
15,005$395.7K0.2%GrowthMediumSt. Paul, MN2026-02-17
Lbmc Investment Advisors, LLC
14,600$385.0K0.0%ETFVery LowBrentwood, TN2026-02-12
Private Advisor Group, LLC
14,576$384.4K0.0%ETFMediumMorristown, NJ2026-02-17
Captrust Financial Advisors
12,895$340.0K0.0%IndexLowRaleigh, NC2026-02-17
Glenview Trust Co
12,609$332.5K0.0%GrowthVery LowLouisville, KY2026-02-09
MML Investors Services, LLC
11,669$307.7K0.0%IndexLowSpringfield, MA2026-02-13
Koesten, Hirschmann & Crabtree, Inc.
11,025$290.7K0.1%ETFVery LowOverland Park, KS2026-02-09
Great Valley Advisor Group, Inc.
10,679$281.6K0.0%ETFLowWilmington, DE2026-02-12
Sterling Investment Advisors, Ltd.
10,115$266.7K0.0%CoreLowBerwyn, PA2026-02-09
First National Trust Co
9,928$261.8K0.0%GrowthLowJohnstown, PA2026-02-09
United Capital Financial Advisors, LLC
9,246$243.8K0.0%ETFLowIrving, TX2026-02-17
Wilkins Miller Wealth Management, LLC
9,177$242.0K0.1%ETFVery LowMobile, AL2026-01-21
XML Financial, LLC
8,666$228.5K0.0%ETFLowBethesda, MD2026-02-11
Truist Financial Corp
8,614$227.2K0.0%CoreLowCharlotte, NC2026-02-02
Mutual Advisors, LLC
8,384$221.1K0.0%ETFLowOmaha, NE2026-02-02
Seaview Investment Managers LLC
8,374$220.8K0.1%GrowthHighMiami, FL2026-02-09
Thrivent Financial for Lutherans
7,853$2080.0%CoreMediumMinneapolis, MN2026-02-05
Sound View Wealth Advisors Group, LLC
7,632$201.3K0.0%CoreLowSavannah, GA2026-01-08
Addison Advisors LLC
7,550$199.1K0.0%ETFVery LowMiddlebury, VT2026-02-06
Northwestern Mutual Wealth Management Co
7,414$195.5K0.0%IndexVery LowMilwaukee, WI2026-02-10
CNB Bank
4,733$124.8K0.1%GrowthLowClearfield, PA2026-02-11
Cherry Tree Wealth Management, LLC
4,416$116.5K0.0%ETFVery LowMinnetonka, MN2026-02-10
Rockefeller Capital Management L.P.
2,881$76.0K0.0%CoreLowNew York, NY2026-03-17
CVA Family Office, LLC
2,564$67.6K0.0%IndexVery LowDenver, CO2026-01-12
Hyposwiss Advisors SA
2,020$53.3K0.1%ETFLowGeneva, Switzerland2026-02-17
10Elms LLP
1,900$50.1K0.0%ETFVery LowTulsa, OK2026-02-13
International Assets Investment Management, LLC
1,603$42.3K0.0%GrowthMediumOrlando, FL2026-02-03
Central Trust Co
939$24.8K0.0%CoreLowJefferson City, MO2026-02-02
Comerica Bank
800$21.1K0.0%GrowthVery LowDetroit, MI2026-01-29
Bogart Wealth, LLC
566$14.9K0.0%GARPMediumMclean, VA2026-01-30
Princeton Global Asset Management LLC
400$10.5K0.0%CoreLowPrinceton, NJ2026-01-20
BlackRock, Inc.
50$1.3K0.0%IndexVery LowNew York, NY2026-02-12