Who Owns ISHARES IBONDS DEC 2030 TE (IBDV)? -- Institutional Holders (2026-06-30)
361 institutions reported holding $2.46B of ISHARES IBONDS DEC 2030 TE (IBDV) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($209.6M), Aptus Capital Advisors, LLC ($134.1M), MERCER GLOBAL ADVISORS INC /ADV ($132.6M), MORGAN STANLEY ($97.5M), RAYMOND JAMES FINANCIAL INC ($95.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $209.6M | 9.6M | Added |
| 2 | Aptus Capital Advisors, LLC | $134.1M | 6.2M | Added |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | $132.6M | 6.1M | Added |
| 4 | MORGAN STANLEY | $97.5M | 4.5M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $95.4M | 4.4M | Added |
| 6 | Capital Investment Advisors, LLC | $93.0M | 4.3M | Added |
| 7 | CAPITAL ADVISORS INC/OK | $70.9M | 3.3M | Added |
| 8 | UBS Group AG | $66.0M | 3.0M | Added |
| 9 | WELLS FARGO & COMPANY/MN | $65.8M | 3.0M | Added |
| 10 | HM PAYSON & CO | $59.4M | 2.7M | Added |
| 11 | HighTower Advisors, LLC | $54.7M | 2.5M | Added |
| 12 | Royal Bank of Canada | $54.6M | 2.5M | Trimmed |
| 13 | Sound View Wealth Advisors Group, LLC | $41.0M | 1.9M | Added |
| 14 | Klingman & Associates, LLC | $37.4M | 1.7M | Added |
| 15 | SIGMA INVESTMENT COUNSELORS INC | $36.2M | 1.7M | Added |
| 16 | Gratus Wealth Advisors, LLC | $35.8M | 1.6M | Added |
| 17 | Lido Advisors, LLC | $34.9M | 1.6M | Trimmed |
| 18 | Summit Financial, LLC | $33.6M | 1.5M | Trimmed |
| 19 | LPL Financial LLC | $32.6M | 1.5M | Added |
| 20 | Kathmere Capital Management, LLC | $29.4M | 1.3M | Trimmed |
| 21 | RVW Wealth, LLC | $28.5M | 1.3M | Added |
| 22 | Venture Visionary Partners LLC | $27.8M | 1.3M | Added |
| 23 | NewEdge Advisors, LLC | $26.6M | 1.2M | Added |
| 24 | WOODMONT INVESTMENT COUNSEL LLC | $26.3M | 1.2M | Added |
| 25 | US BANCORP \DE\ | $26.1M | 1.2M | Added |
Source: SEC Form 13F filings · as of 2026-06-30