Who owns iShares iBonds Dec 2033 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 IBDY from SEC Form 13F filings across 168 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, 168 institutions disclosed 31.3M shares of iShares iBonds Dec 2033 Term Corporate ETF worth $804.7M — about 71.6% of shares outstanding; the largest disclosed holder is Capital Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
168
13F holders
$804.7M
value, 2026 filers
71.6%
of shares outstanding (31.3M sh)
25
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 IBDY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 3.3M | $85.0M | 1.1% | 7.6% | +6.2% |
| 2 | MORGAN STANLEY | 2.3M | $60.2M | 0.0% | 5.4% | +3.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 2.1M | $55.2M | 0.0% | 4.9% | +10.8% |
| 4 | CAPITAL ADVISORS INC/OKNEW | 1.9M | $48.9M | 0.7% | 4.4% | new |
| 5 | SIGMA INVESTMENT COUNSELORS INC | 1.5M | $38.1M | 1.9% | 3.4% | +6.7% |
| 6 | Summit Financial, LLC | 1.1M | $29.4M | 0.3% | 2.6% | -43.9% |
| 7 | SUMMITRY LLC | 1.0M | $26.8M | 0.9% | 2.4% | +1.7% |
| 8 | MV CAPITAL MANAGEMENT, INC. | 944,849 | $24.3M | 2.2% | 2.2% | +0.8% |
| 9 | US BANCORP \DE\ | 863,835 | $22.2M | 0.0% | 2% | +7.4% |
| 10 | HighTower Advisors, LLC | 738,622 | $19.0M | 0.0% | 1.7% | +18.5% |
| 11 | RAYMOND JAMES FINANCIAL INC | 738,413 | $19.0M | 0.0% | 1.7% | +32.7% |
| 12 | Envision Financial Planning, LLC | 737,993 | $19.0M | 6.2% | 1.7% | -12.0% |
| 13 | AMERIPRISE FINANCIAL INC | 716,884 | $18.5M | 0.0% | 1.6% | +7.2% |
| 14 | WELLS FARGO & COMPANY/MN | 679,809 | $17.5M | 0.0% | 1.6% | +5.3% |
| 15 | UBS Group AG | 616,604 | $15.9M | 0.0% | 1.4% | +15.4% |
| 16 | Arrow Financial Corp | 610,058 | $15.7M | 1.4% | 1.4% | +3.4% |
| 17 | Rockefeller Capital Management L.P. | 516,077 | $13.3M | 0.0% | 1.2% | +1.4% |
| 18 | MB, LEVIS & ASSOCIATES, LLC | 495,495 | $12.8M | 4.7% | 1.1% | +1.1% |
| 19 | Sound View Wealth Advisors Group, LLC | 490,589 | $12.6M | 0.8% | 1.1% | +1218.3% |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 434,894 | $11.2M | 0.0% | 1% | +2.8% |
| 21 | INSTRUMENTAL WEALTH, LLC | 418,536 | $10.8M | 5.5% | 1% | +0.4% |
| 22 | Janney Montgomery Scott LLC | 415,635 | $10.7M | 0.0% | 1% | +7.1% |
| 23 | LPL Financial LLC | 388,876 | $10.0M | 0.0% | 0.9% | +7.2% |
| 24 | ROYAL BANK OF CANADA | 372,485 | $9.6M | 0.0% | 0.9% | +37.4% |
| 25 | Kestra Advisory Services, LLC | 335,084 | $8.6M | 0.0% | 0.8% | +0.6% |
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.