Who owns iShares iBonds Dec 2031 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 IBDW from SEC Form 13F filings across 293 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, 293 institutions disclosed 93.4M shares of iShares iBonds Dec 2031 Term Corporate ETF worth $1.95B — about 77.9% of shares outstanding; the largest disclosed holder is Aptus Capital Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
293
13F holders
$1.95B
value, 2026 filers
77.9%
of shares outstanding (93.4M sh)
31
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 IBDW's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 7.5M | $156.8M | 1.1% | 6.3% | +1.8% |
| 2 | BANK OF AMERICA CORP /DE/ | 5.5M | $114.0M | 0.0% | 4.6% | +5.8% |
| 3 | MORGAN STANLEY | 4.9M | $101.5M | 0.0% | 4.1% | -3.7% |
| 4 | Capital Investment Advisors, LLC | 4.0M | $84.0M | 1.1% | 3.4% | +5.0% |
| 5 | RAYMOND JAMES FINANCIAL INC | 3.5M | $72.8M | 0.0% | 2.9% | -2.0% |
| 6 | CAPITAL ADVISORS INC/OK | 3.4M | $70.2M | 1.0% | 2.8% | +1.5% |
| 7 | Venture Visionary Partners LLC | 3.1M | $65.0M | 1.8% | 2.6% | +9.3% |
| 8 | HighTower Advisors, LLC | 3.1M | $63.6M | 0.1% | 2.5% | +72.2% |
| 9 | WELLS FARGO & COMPANY/MN | 2.3M | $48.6M | 0.0% | 1.9% | +12.0% |
| 10 | Sarver Vrooman Wealth Advisors | 2.2M | $46.1M | 27.5% | 1.9% | +1.2% |
| 11 | ROYAL BANK OF CANADA | 2.1M | $42.9M | 0.0% | 1.7% | -0.1% |
| 12 | UBS Group AG | 2.0M | $41.2M | 0.0% | 1.6% | +4.2% |
| 13 | SIGMA INVESTMENT COUNSELORS INC | 1.9M | $39.6M | 1.9% | 1.6% | +4.6% |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 1.9M | $39.4M | 0.0% | 1.6% | +107.9% |
| 15 | Advisors Capital Management, LLC | 1.9M | $38.7M | 0.4% | 1.6% | +6.3% |
| 16 | Klingman & Associates, LLC | 1.8M | $36.8M | 1.6% | 1.5% | +3.9% |
| 17 | SUMMITRY LLC | 1.7M | $34.6M | 1.1% | 1.4% | +3.4% |
| 18 | AMERIPRISE FINANCIAL INC | 1.5M | $32.0M | 0.0% | 1.3% | -4.4% |
| 19 | Summit Financial, LLC | 1.4M | $29.2M | 0.3% | 1.2% | -26.3% |
| 20 | Sound View Wealth Advisors Group, LLC | 1.3M | $27.6M | 1.7% | 1.1% | +11.9% |
| 21 | NewEdge Advisors, LLCNEW | 1.2M | $25.2M | 0.1% | 1% | new |
| 22 | WOODMONT INVESTMENT COUNSEL LLC | 1.1M | $23.5M | 1.3% | 0.9% | +20.5% |
| 23 | MV CAPITAL MANAGEMENT, INC. | 919,403 | $19.2M | 1.7% | 0.8% | +0.8% |
| 24 | US BANCORP \DE\ | 892,375 | $18.6M | 0.0% | 0.7% | +0.1% |
| 25 | EP Wealth Advisors, LLC | 868,068 | $18.1M | 0.1% | 0.7% | +18.7% |
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.