Who Owns ISHARES IBONDS DEC 2032 TE (IBDX)? -- Institutional Holders (2026-06-30)
238 institutions reported holding $1.35B of ISHARES IBONDS DEC 2032 TE (IBDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Aptus Capital Advisors, LLC ($162.6M), Capital Investment Advisors, LLC ($88.3M), WELLS FARGO & COMPANY/MN ($77.8M), CAPITAL ADVISORS INC/OK ($71.1M), MORGAN STANLEY ($65.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Aptus Capital Advisors, LLC | $162.6M | 6.5M | Added |
| 2 | Capital Investment Advisors, LLC | $88.3M | 3.5M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $77.8M | 3.1M | Added |
| 4 | CAPITAL ADVISORS INC/OK | $71.1M | 2.8M | Added |
| 5 | MORGAN STANLEY | $65.3M | 2.6M | Trimmed |
| 6 | BANK OF AMERICA CORP /DE/ | $64.6M | 2.6M | Added |
| 7 | SIGMA INVESTMENT COUNSELORS INC | $39.9M | 1.6M | Added |
| 8 | Royal Bank of Canada | $33.9M | 1.3M | Added |
| 9 | UBS Group AG | $30.5M | 1.2M | Added |
| 10 | Klingman & Associates, LLC | $29.6M | 1.2M | Added |
| 11 | RAYMOND JAMES FINANCIAL INC | $29.3M | 1.2M | Added |
| 12 | Summit Financial, LLC | $29.2M | 1.2M | Trimmed |
| 13 | Seven Springs Wealth Group, LLC | $26.8M | 1.1M | Added |
| 14 | Sound View Wealth Advisors Group, LLC | $25.3M | 1.0M | Added |
| 15 | AMERIPRISE FINANCIAL INC | $23.8M | 943,449 | Trimmed |
| 16 | US BANCORP \DE\ | $22.9M | 908,163 | Added |
| 17 | NewEdge Advisors, LLC | $22.1M | 876,466 | Added |
| 18 | HighTower Advisors, LLC | $21.7M | 860,425 | Added |
| 19 | Advisors Capital Management, LLC | $21.7M | 859,918 | Added |
| 20 | COWA, LLC | $19.5M | 774,107 | Added |
| 21 | MV CAPITAL MANAGEMENT, INC. | $19.5M | 774,005 | Added |
| 22 | Arrow Financial Corp | $15.9M | 630,882 | Added |
| 23 | LPL Financial LLC | $14.2M | 563,924 | Added |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $13.3M | 528,252 | Added |
| 25 | MB, LEVIS & ASSOCIATES, LLC | $13.3M | 527,546 | Added |
Source: SEC Form 13F filings · as of 2026-06-30