IBDV Institutional Ownership
iShares iBonds Dec 2030 Term Corporate ETF
1W: -0.2%
1M: -1.8%
3M: -3.1%
YTD: -3.9%
1Y: -3.7%
3Y: +15.0%
5Y: -2.6%
$21.07
-0.02 (-0.09%)
Weekly Expected Move ±0.4%
$21
$21
$21
$21
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBDV
362
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
31
New Positions
210
Increased
75
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (380 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 9,615,369 | $203M | +546,774 | +6.0% | 15Q | SEC ↗ |
| 2 | Aptus Capital Advisors, LLC | 6,150,150 | $130M | +108,447 | +1.8% | 17Q | SEC ↗ |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 6,081,902 | $128M | +707,670 | +13.2% | 10Q | SEC ↗ |
| 4 | MORGAN STANLEY | 4,474,434 | $94M | -263,790 | -5.6% | 22Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 4,375,104 | $92M | +70,545 | +1.6% | 7Q | SEC ↗ |
| 6 | Capital Investment Advisors, LLC | 4,264,875 | $90M | +191,892 | +4.7% | 24Q | SEC ↗ |
| 7 | CAPITAL ADVISORS INC/OK | 3,253,303 | $69M | +38,072 | +1.2% | 9Q | SEC ↗ |
| 8 | UBS Group AG | 3,026,804 | $64M | +909,716 | +43.0% | 22Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 3,017,703 | $64M | +88,578 | +3.0% | 23Q | SEC ↗ |
| 10 | HM PAYSON & CO | 2,726,515 | $57M | +272,104 | +11.1% | 4Q | SEC ↗ |
| 11 | HighTower Advisors, LLC | 2,510,850 | $53M | +153,492 | +6.5% | 12Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 2,504,175 | $53M | -7,549 | -0.3% | 24Q | SEC ↗ |
| 13 | Sound View Wealth Advisors Group, LLC | 1,880,024 | $40M | +133,680 | +7.7% | 11Q | SEC ↗ |
| 14 | Klingman & Associates, LLC | 1,715,577 | $36M | +65,214 | +4.0% | 13Q | SEC ↗ |
| 15 | SIGMA INVESTMENT COUNSELORS INC | 1,661,062 | $35M | +17,279 | +1.1% | 15Q | SEC ↗ |
| 16 | Gratus Wealth Advisors, LLC | 1,641,321 | $35M | +41,511 | +2.6% | 3Q | SEC ↗ |
| 17 | Lido Advisors, LLC | 1,600,025 | $34M | -380,259 | -19.2% | 11Q | SEC ↗ |
| 18 | Summit Financial, LLC | 1,540,468 | $32M | -69,165 | -4.3% | 4Q | SEC ↗ |
| 19 | LPL Financial LLC | 1,494,454 | $31M | +456,433 | +44.0% | 16Q | SEC ↗ |
| 20 | Kathmere Capital Management, LLC | 1,348,430 | $28M | -152,512 | -10.2% | 3Q | SEC ↗ |
| 21 | RVW Wealth, LLC | 1,309,276 | $28M | +103,166 | +8.6% | 3Q | SEC ↗ |
| 22 | Venture Visionary Partners LLC | 1,273,692 | $27M | +105,601 | +9.0% | 16Q | SEC ↗ |
| 23 | NewEdge Advisors, LLC | 1,219,208 | $26M | +70,438 | +6.1% | 15Q | SEC ↗ |
| 24 | WOODMONT INVESTMENT COUNSEL LLC | 1,207,452 | $25M | +143,107 | +13.4% | 5Q | SEC ↗ |
| 25 | US BANCORP \DE | 1,197,971 | $25M | +31,591 | +2.7% | 21Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 1,090,232 | $23M | +29,945 | +2.8% | 24Q | SEC ↗ |
| 27 | Advisors Capital Management, LLC | 1,038,921 | $22M | +59,537 | +6.1% | 10Q | SEC ↗ |
| 28 | HOWLAND CAPITAL MANAGEMENT LLC | 1,021,727 | $22M | +140,078 | +15.9% | 12Q | SEC ↗ |
| 29 | MV CAPITAL MANAGEMENT, INC. | 930,457 | $20M | +10,379 | +1.1% | 13Q | SEC ↗ |
| 30 | EP Wealth Advisors, LLC | 847,911 | $18M | +134,151 | +18.8% | 3Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 797,556 | $17M | +147,605 | +22.7% | 11Q | SEC ↗ |
| 32 | BlackRock, Inc. | 779,369 | $16M | +126,572 | +19.4% | 8Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 762,897 | $16M | +46,409 | +6.5% | 16Q | SEC ↗ |
| 34 | Arrow Financial Corp | 702,825 | $15M | +17,847 | +2.6% | 23Q | SEC ↗ |
| 35 | AMERIPRISE FINANCIAL INC | 682,341 | $14M | +36,188 | +5.6% | 16Q | SEC ↗ |
| 36 | First National Trust Co | 653,441 | $14M | +64,204 | +10.9% | 9Q | SEC ↗ |
| 37 | Janney Montgomery Scott LLC | 650,928 | $14M | +109,141 | +20.1% | 14Q | SEC ↗ |
| 38 | Ironwood Financial, llc | 644,551 | $14M | +88,900 | +16.0% | 11Q | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 644,355 | $14M | +21,751 | +3.5% | 14Q | SEC ↗ |
| 40 | Mariner, LLC | 592,613 | $12M | -63,603 | -9.7% | 11Q | SEC ↗ |
| 41 | PFG Private Wealth Management, LLC | 569,999 | $12M | -51,043 | -8.2% | 3Q | SEC ↗ |
| 42 | Probity Advisors, Inc. | 569,582 | $12M | +50,580 | +9.7% | 11Q | SEC ↗ |
| 43 | CENTRAL TRUST Co | 538,604 | $11M | +37,051 | +7.4% | 15Q | SEC ↗ |
| 44 | CAPTRUST FINANCIAL ADVISORS | 534,289 | $11M | +48,161 | +9.9% | 24Q | SEC ↗ |
| 45 | Glenview Trust Co | 506,320 | $11M | +25,508 | +5.3% | 9Q | SEC ↗ |
| 46 | LYELL WEALTH MANAGEMENT, LP | 492,598 | $10M | +24,600 | +5.3% | 12Q | SEC ↗ |
| 47 | REBALANCE, LLC | 483,987 | $10M | +5,966 | +1.2% | 3Q | SEC ↗ |
| 48 | MinichMacGregor Wealth Management, LLC | 474,157 | $10M | +18,401 | +4.0% | 7Q | SEC ↗ |
| 49 | Parkway Wealth Management Group, LLC | 466,293 | $10M | +3,349 | +0.7% | 3Q | SEC ↗ |
| 50 | ENVESTNET ASSET MANAGEMENT INC | 464,538 | $10M | +77,772 | +20.1% | 15Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Concurrent Investment Advisors, LLC | 343,567 | $7M |
| Modern Wealth Management, LLC | 112,734 | $2M |
| Meiji Yasuda Life Insurance Co | 105,000 | $2M |
| Quadrature Capital Ltd | 31,997 | $674K |
| Aspen Wealth Management LLC | 31,969 | $674K |
| Global Retirement Partners, LLC | 26,971 | $568K |
| WOODLEY FARRA MANION PORTFOLIO MANA | 22,637 | $477K |
| FIDUCIARY FINANCIAL ADVISORS | 21,667 | $457K |
| Community Financial Services Group, | 20,635 | $435K |
| ADG Wealth Management Group, LLC | 20,000 | $421K |
| Quartz Partners, LLC | 17,028 | $359K |
| XY Planning Network, Inc. | 16,357 | $345K |
| Summit Trail Advisors, LLC | 16,350 | $344K |
| GOLDMAN SACHS GROUP INC | 15,108 | $318K |
| Diversify Advisory Services, LLC | 12,409 | $261K |
| Berkshire Money Management, Inc. | 11,520 | $243K |
| IFG Advisory, LLC | 11,307 | $238K |
| SPRENG CAPITAL MANAGEMENT, INC. | 11,243 | $237K |
| Vise Technologies, Inc. | 11,221 | $236K |
| BEACON FINANCIAL PLANNING, INC | 10,705 | $226K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 523,836 | $11M |
| Greater Midwest Financial Group, LL | 93,174 | $2M |
| Walleye Partners, LLC | 51,485 | $1M |
| Ascentis Independent Advisors | 39,450 | $831K |
| NOVEM GROUP | 35,974 | $758K |
| STAR Financial Bank | 34,276 | $722K |
| StoneX Group Inc. | 27,225 | $574K |
| GTS SECURITIES LLC | 26,131 | $551K |
| Fortis Capital Management LLC | 18,204 | $384K |
| OAK FAMILY ADVISORS, LLC | 17,203 | $362K |
| Wick Capital Partners, LLC | 13,604 | $287K |
| ALTERNA WEALTH MANAGEMENT, INC | 11,284 | $238K |
| BESSEMER GROUP INC | 10,934 | $230K |
| Frisch Financial Group, Inc. | 9,309 | $196K |
| Western Wealth Management, LLC | 9,107 | $192K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,975 | $126K |
| Intentional Wealth Strategies, LLC | 5,725 | $121K |
| Miller Global Investments, LLC | 2,755 | $58K |
| Cassaday & Co Wealth Management LLC | 1,930 | $41K |
| Napier Financial, LLC | 1,517 | $32K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +909,716 | +43.0% | 3,026,804 |
| MERCER GLOBAL ADVISORS INC /ADV | +707,670 | +13.2% | 6,081,902 |
| BANK OF AMERICA CORP /DE | +546,774 | +6.0% | 9,615,369 |
| LPL Financial LLC | +456,433 | +44.0% | 1,494,454 |
| HM PAYSON & CO | +272,104 | +11.1% | 2,726,515 |
| Capital Investment Advisors, LLC | +191,892 | +4.7% | 4,264,875 |
| Strid Group, LLC | +164,373 | +179.3% | 256,065 |
| SHUFRO ROSE & CO LLC | +158,897 | +137.3% | 274,603 |
| HighTower Advisors, LLC | +153,492 | +6.5% | 2,510,850 |
| Kestra Advisory Services, LLC | +147,605 | +22.7% | 797,556 |
| WOODMONT INVESTMENT COUNSEL LLC | +143,107 | +13.4% | 1,207,452 |
| HOWLAND CAPITAL MANAGEMENT LLC | +140,078 | +15.9% | 1,021,727 |
| EP Wealth Advisors, LLC | +134,151 | +18.8% | 847,911 |
| Sound View Wealth Advisors Group, L | +133,680 | +7.7% | 1,880,024 |
| Hills Bank & Trust Co | +128,951 | +497.9% | 154,851 |
| BlackRock, Inc. | +126,572 | +19.4% | 779,369 |
| JANE STREET GROUP, LLC | +121,498 | +225.3% | 175,422 |
| Cetera Investment Advisers | +115,929 | +53.7% | 331,851 |
| Windsor Capital Management, LLC | +114,049 | +47.0% | 356,462 |
| Janney Montgomery Scott LLC | +109,141 | +20.1% | 650,928 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -380,259 | -19.2% | 1,600,025 |
| Commonwealth Financial Services, LL | -326,688 | -69.4% | 144,242 |
| MORGAN STANLEY | -263,790 | -5.6% | 4,474,434 |
| Kathmere Capital Management, LLC | -152,512 | -10.2% | 1,348,430 |
| Summit Financial, LLC | -69,165 | -4.3% | 1,540,468 |
| Cornell Pochily Investment Advisors | -68,888 | -43.8% | 88,278 |
| Mariner, LLC | -63,603 | -9.7% | 592,613 |
| PFG Private Wealth Management, LLC | -51,043 | -8.2% | 569,999 |
| Private Advisor Group, LLC | -44,787 | -65.9% | 23,203 |
| CITADEL ADVISORS LLC | -32,833 | -32.1% | 69,577 |
| OneDigital Investment Advisors LLC | -30,853 | -12.4% | 218,486 |
| NESTEGG ADVISORS, INC. | -30,328 | -44.3% | 38,099 |
| Aprio Wealth Management, LLC | -22,030 | -67.8% | 10,486 |
| BENJAMIN EDWARDS INC | -14,935 | -3.2% | 445,634 |
| Freestone Capital Holdings, LLC | -14,426 | -33.7% | 28,409 |
| WRAPMANAGER INC | -8,343 | -9.3% | 81,177 |
| Keeler Thomas Management LLC | -7,680 | -6.8% | 105,883 |
| ROYAL BANK OF CANADA | -7,549 | -0.3% | 2,504,175 |
| Crews Bank & Trust | -5,310 | -6.6% | 75,205 |
| Alliance Wealth Advisors, LLC /UT | -5,185 | -20.4% | 20,280 |