Who owns iShares iBonds Dec 2030 Term Corporate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBDV from SEC Form 13F filings across 351 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 351 institutions disclosed 113.0M shares of iShares iBonds Dec 2030 Term Corporate ETF worth $2.46B — about 76.2% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
351
13F holders
$2.46B
value, 2026 filers
76.2%
of shares outstanding (113.0M sh)
35
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBDV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 9.6M | $209.6M | 0.0% | 6.5% | +6.0% |
| 2 | Aptus Capital Advisors, LLC | 6.2M | $134.1M | 0.9% | 4.1% | +1.8% |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 6.1M | $132.6M | 0.2% | 4.1% | +13.2% |
| 4 | MORGAN STANLEY | 4.5M | $97.5M | 0.0% | 3% | -5.6% |
| 5 | RAYMOND JAMES FINANCIAL INC | 4.4M | $95.4M | 0.0% | 2.9% | +1.6% |
| 6 | Capital Investment Advisors, LLC | 4.3M | $93.0M | 1.2% | 2.9% | +4.7% |
| 7 | CAPITAL ADVISORS INC/OK | 3.3M | $70.9M | 1.0% | 2.2% | +1.2% |
| 8 | UBS Group AG | 3.0M | $66.0M | 0.0% | 2% | +43.0% |
| 9 | WELLS FARGO & COMPANY/MN | 3.0M | $65.8M | 0.0% | 2% | +3.0% |
| 10 | HM PAYSON & CO | 2.7M | $59.4M | 0.8% | 1.8% | +11.1% |
| 11 | HighTower Advisors, LLC | 2.5M | $54.7M | 0.1% | 1.7% | +6.5% |
| 12 | ROYAL BANK OF CANADA | 2.5M | $54.6M | 0.0% | 1.7% | -0.3% |
| 13 | Sound View Wealth Advisors Group, LLC | 1.9M | $41.0M | 2.5% | 1.3% | +7.7% |
| 14 | Klingman & Associates, LLC | 1.7M | $37.4M | 1.6% | 1.2% | +4.0% |
| 15 | SIGMA INVESTMENT COUNSELORS INC | 1.7M | $36.2M | 1.8% | 1.1% | +1.1% |
| 16 | Gratus Wealth Advisors, LLC | 1.6M | $35.8M | 4.6% | 1.1% | +2.6% |
| 17 | Lido Advisors, LLC | 1.6M | $34.9M | 0.1% | 1.1% | -19.2% |
| 18 | Summit Financial, LLC | 1.5M | $33.6M | 0.4% | 1% | -4.3% |
| 19 | LPL Financial LLC | 1.5M | $32.6M | 0.0% | 1% | +44.0% |
| 20 | Kathmere Capital Management, LLC | 1.3M | $29.4M | 1.6% | 0.9% | -10.2% |
| 21 | RVW Wealth, LLC | 1.3M | $28.5M | 1.9% | 0.9% | +8.6% |
| 22 | Venture Visionary Partners LLC | 1.3M | $27.8M | 0.8% | 0.9% | +9.0% |
| 23 | NewEdge Advisors, LLCNEW | 1.2M | $26.6M | 0.1% | 0.8% | new |
| 24 | WOODMONT INVESTMENT COUNSEL LLC | 1.2M | $26.3M | 1.4% | 0.8% | +13.4% |
| 25 | US BANCORP \DE\ | 1.2M | $26.1M | 0.0% | 0.8% | +2.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.