Who owns iShares iBonds Dec 2034 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 IBDZ from SEC Form 13F filings across 128 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, 128 institutions disclosed 26.6M shares of iShares iBonds Dec 2034 Term Corporate ETF worth $693.6M — about 78.7% of shares outstanding; the largest disclosed holder is Capital Investment Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
128
13F holders
$693.6M
value, 2026 filers
78.7%
of shares outstanding (26.6M sh)
19
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 IBDZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2.7M | $70.6M | 0.9% | 8% | +8.8% |
| 2 | Aptus Capital Advisors, LLC | 2.4M | $61.3M | 0.4% | 6.9% | +71.0% |
| 3 | Sarver Vrooman Wealth Advisors | 1.7M | $43.6M | 26.0% | 5% | +1.6% |
| 4 | MORGAN STANLEY | 1.5M | $39.5M | 0.0% | 4.5% | +1.2% |
| 5 | BANK OF AMERICA CORP /DE/ | 1.4M | $35.4M | 0.0% | 4% | +12.1% |
| 6 | SIGMA INVESTMENT COUNSELORS INC | 1.3M | $34.0M | 1.7% | 3.9% | +20.5% |
| 7 | SUMMITRY LLC | 1.3M | $33.6M | 1.1% | 3.8% | +1.9% |
| 8 | Summit Financial, LLC | 1.1M | $27.5M | 0.3% | 3.1% | -39.9% |
| 9 | ROYAL BANK OF CANADA | 745,780 | $19.4M | 0.0% | 2.2% | +6.3% |
| 10 | MV CAPITAL MANAGEMENT, INC. | 732,336 | $19.1M | 1.7% | 2.2% | +0.2% |
| 11 | WELLS FARGO & COMPANY/MN | 662,018 | $17.2M | 0.0% | 2% | +5.9% |
| 12 | Seneca House Advisors | 547,030 | $14.3M | 5.0% | 1.6% | +10.1% |
| 13 | MB, LEVIS & ASSOCIATES, LLC | 515,551 | $13.4M | 4.9% | 1.5% | +1.0% |
| 14 | Arrow Financial Corp | 512,414 | $13.3M | 1.2% | 1.5% | +16.1% |
| 15 | HighTower Advisors, LLC | 504,014 | $13.1M | 0.0% | 1.5% | +30.8% |
| 16 | AMERIPRISE FINANCIAL INC | 496,658 | $12.9M | 0.0% | 1.5% | -1.5% |
| 17 | PFG Private Wealth Management, LLC | 491,365 | $12.8M | 5.5% | 1.5% | -7.7% |
| 18 | RAYMOND JAMES FINANCIAL INC | 411,323 | $10.7M | 0.0% | 1.2% | +6.3% |
| 19 | Janney Montgomery Scott LLC | 396,620 | $10.3M | 0.0% | 1.2% | +15.6% |
| 20 | NESTEGG ADVISORS, INC. | 392,084 | $10.2M | 7.2% | 1.2% | +22.7% |
| 21 | Parkway Wealth Management Group, LLC | 389,186 | $10.1M | 1.2% | 1.1% | +1.2% |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 386,053 | $10.1M | 0.0% | 1.1% | +17.4% |
| 23 | US BANCORP \DE\ | 382,108 | $10.0M | 0.0% | 1.1% | +9.3% |
| 24 | UBS Group AG | 368,529 | $9.6M | 0.0% | 1.1% | -0.3% |
| 25 | Guidance Point Advisors, LLC | 292,677 | $7.6M | 1.6% | 0.9% | +4.0% |
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.