IBDZ Institutional Ownership
iShares iBonds Dec 2034 Term Corporate ETF
1W: -0.9%
1M: -3.2%
3M: -5.5%
YTD: -6.3%
1Y: -6.4%
$24.52
-0.07 (-0.28%)
Weekly Expected Move ±0.8%
$24
$24
$25
$25
$25
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBDZ
135
Institutional Holders
+9 vs prior quarter
0.0%
Ownership
+0.00pp
683M
Total Invested
19
New Positions
73
Increased
27
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (144 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 2,711,023 | $66M | +219,304 | +8.8% | 8Q | SEC ↗ |
| 2 | Aptus Capital Advisors, LLC | 2,351,615 | $58M | +976,615 | +71.0% | 2Q | SEC ↗ |
| 3 | Sarver Vrooman Wealth Advisors | 1,681,034 | $41M | +26,060 | +1.6% | 6Q | SEC ↗ |
| 4 | MORGAN STANLEY | 1,514,889 | $37M | +17,224 | +1.2% | 6Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 1,360,791 | $33M | +147,212 | +12.1% | 7Q | SEC ↗ |
| 6 | SIGMA INVESTMENT COUNSELORS INC | 1,304,097 | $32M | +222,112 | +20.5% | 5Q | SEC ↗ |
| 7 | SUMMITRY LLC | 1,290,108 | $32M | +24,098 | +1.9% | 9Q | SEC ↗ |
| 8 | Summit Financial, LLC | 1,054,715 | $26M | -700,652 | -39.9% | 4Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 745,780 | $18M | +44,315 | +6.3% | 8Q | SEC ↗ |
| 10 | MV CAPITAL MANAGEMENT, INC. | 732,336 | $18M | +1,468 | +0.2% | 8Q | SEC ↗ |
| 11 | WELLS FARGO & COMPANY/MN | 662,018 | $16M | +36,840 | +5.9% | 5Q | SEC ↗ |
| 12 | Seneca House Advisors | 547,030 | $13M | +50,261 | +10.1% | 8Q | SEC ↗ |
| 13 | MB, LEVIS & ASSOCIATES, LLC | 515,551 | $13M | +4,902 | +1.0% | 8Q | SEC ↗ |
| 14 | Arrow Financial Corp | 512,414 | $13M | +71,104 | +16.1% | 8Q | SEC ↗ |
| 15 | HighTower Advisors, LLC | 504,014 | $12M | +118,591 | +30.8% | 8Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 496,658 | $12M | -7,523 | -1.5% | 5Q | SEC ↗ |
| 17 | PFG Private Wealth Management, LLC | 491,365 | $12M | -41,029 | -7.7% | 3Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 411,323 | $10M | +24,333 | +6.3% | 7Q | SEC ↗ |
| 19 | Janney Montgomery Scott LLC | 396,620 | $10M | +53,560 | +15.6% | 3Q | SEC ↗ |
| 20 | NESTEGG ADVISORS, INC. | 392,084 | $10M | +72,520 | +22.7% | 3Q | SEC ↗ |
| 21 | Parkway Wealth Management Group, LLC | 389,186 | $10M | +4,487 | +1.2% | 3Q | SEC ↗ |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 386,053 | $9M | +57,243 | +17.4% | 9Q | SEC ↗ |
| 23 | US BANCORP \DE | 382,108 | $9M | +32,368 | +9.3% | 7Q | SEC ↗ |
| 24 | UBS Group AG | 368,529 | $9M | -1,138 | -0.3% | 8Q | SEC ↗ |
| 25 | Guidance Point Advisors, LLC | 292,677 | $7M | +11,269 | +4.0% | 8Q | SEC ↗ |
| 26 | Kestra Advisory Services, LLC | 290,450 | $7M | +23,619 | +8.9% | 8Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC NEW | 278,288 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 28 | Lido Advisors, LLC | 266,373 | $7M | +5,510 | +2.1% | 7Q | SEC ↗ |
| 29 | Probity Advisors, Inc. | 232,182 | $6M | +39,825 | +20.7% | 7Q | SEC ↗ |
| 30 | Parallel Advisors, LLC | 220,481 | $5M | +17,093 | +8.4% | 9Q | SEC ↗ |
| 31 | Apollon Wealth Management, LLC NEW | 218,132 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 32 | HANCOCK WHITNEY CORP | 211,349 | $5M | +20,004 | +10.5% | 5Q | SEC ↗ |
| 33 | Krilogy Financial LLC | 201,927 | $5M | -2,141 | -1.0% | 7Q | SEC ↗ |
| 34 | 4Thought Financial Group Inc. | 184,936 | $5M | +10,845 | +6.2% | 7Q | SEC ↗ |
| 35 | LYELL WEALTH MANAGEMENT, LP | 181,335 | $4M | +52,500 | +40.7% | 4Q | SEC ↗ |
| 36 | Paradigm, Strategies in Wealth Managem | 155,677 | $4M | -39,682 | -20.3% | 8Q | SEC ↗ |
| 37 | BENJAMIN EDWARDS INC | 152,066 | $4M | -25,705 | -14.5% | 7Q | SEC ↗ |
| 38 | CWM, LLC | 130,970 | $3M | +63,776 | +94.9% | 5Q | SEC ↗ |
| 39 | MERCER GLOBAL ADVISORS INC /ADV | 129,750 | $3M | +11,668 | +9.9% | 5Q | SEC ↗ |
| 40 | EP Wealth Advisors, LLC NEW | 126,985 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 41 | J.W. COLE ADVISORS, INC. | 120,298 | $3M | +61 | +0.1% | 5Q | SEC ↗ |
| 42 | MEITAV INVESTMENT HOUSE LTD | 119,534 | $3M | +21,029 | +21.3% | 7Q | SEC ↗ |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 118,097 | $3M | +33,283 | +39.2% | 4Q | SEC ↗ |
| 44 | Atlantic Union Bankshares Corp | 103,669 | $3M | -28,078 | -21.3% | 5Q | SEC ↗ |
| 45 | Marathon Mission, Inc. | 100,156 | $2M | -1,653 | -1.6% | 4Q | SEC ↗ |
| 46 | Stonebrook Private Inc. | 93,518 | $2M | +1,469 | +1.6% | 7Q | SEC ↗ |
| 47 | LPL Financial LLC | 84,655 | $2M | +19,394 | +29.7% | 7Q | SEC ↗ |
| 48 | ENVESTNET ASSET MANAGEMENT INC | 79,505 | $2M | -5,179 | -6.1% | 7Q | SEC ↗ |
| 49 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78,195 | $2M | +18,111 | +30.1% | 2Q | SEC ↗ |
| 50 | Archford Capital Strategies, LLC | 76,286 | $2M | -4,087 | -5.1% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 278,288 | $7M |
| Apollon Wealth Management, LLC | 218,132 | $5M |
| EP Wealth Advisors, LLC | 126,985 | $3M |
| Signature Wealth Management Group | 63,237 | $2M |
| Roble, Belko & Company, Inc | 57,696 | $1M |
| INSIGNEO ADVISORY SERVICES, LLC | 27,353 | $671K |
| Aspen Wealth Management LLC | 25,708 | $630K |
| PRECEDENT WEALTH PARTNERS, LLC | 21,743 | $533K |
| COWA, LLC | 17,741 | $435K |
| FIDUCIARY FINANCIAL ADVISORS | 14,098 | $346K |
| Jacobi Capital Management LLC | 11,096 | $272K |
| Rose Capital Advisors LLC | 9,453 | $232K |
| NewEdge Advisors, LLC | 9,069 | $222K |
| Concurrent Investment Advisors, LLC | 7,780 | $191K |
| CHOREO, LLC | 7,712 | $189K |
| SIGNATUREFD, LLC | 1,919 | $47K |
| Fairway Wealth LLC | 1,794 | $44K |
| Capital Analysts, LLC | 960 | $24K |
| Blue Trust, Inc. | 714 | $18K |
| Bullock Wealth Management Group | 522 | $13K |
Sold Out (13)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Motley Fool Wealth Management, LLC | 408,741 | $10M |
| JPMORGAN CHASE & CO | 116,569 | $3M |
| GOLDMAN SACHS GROUP INC | 50,250 | $1M |
| JANE STREET GROUP, LLC | 44,071 | $1M |
| FLOW TRADERS U.S. LLC | 36,662 | $899K |
| StoneX Group Inc. | 15,321 | $376K |
| Keeler Thomas Management LLC | 10,257 | $252K |
| BESSEMER GROUP INC | 9,138 | $224K |
| Sound View Wealth Advisors Group, L | 7,632 | $187K |
| Cassaday & Co Wealth Management LLC | 3,836 | $94K |
| Hyposwiss Advisors SA | 2,020 | $50K |
| BALLAST ADVISORS LLC | 1,159 | $28K |
| Signature Resources Capital Managem | 106 | $3K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Aptus Capital Advisors, LLC | +976,615 | +71.0% | 2,351,615 |
| SIGMA INVESTMENT COUNSELORS INC | +222,112 | +20.5% | 1,304,097 |
| Capital Investment Advisors, LLC | +219,304 | +8.8% | 2,711,023 |
| BANK OF AMERICA CORP /DE | +147,212 | +12.1% | 1,360,791 |
| HighTower Advisors, LLC | +118,591 | +30.8% | 504,014 |
| NESTEGG ADVISORS, INC. | +72,520 | +22.7% | 392,084 |
| Arrow Financial Corp | +71,104 | +16.1% | 512,414 |
| CWM, LLC | +63,776 | +94.9% | 130,970 |
| COMMONWEALTH EQUITY SERVICES, LLC | +57,243 | +17.4% | 386,053 |
| Janney Montgomery Scott LLC | +53,560 | +15.6% | 396,620 |
| LYELL WEALTH MANAGEMENT, LP | +52,500 | +40.7% | 181,335 |
| Seneca House Advisors | +50,261 | +10.1% | 547,030 |
| ROYAL BANK OF CANADA | +44,315 | +6.3% | 745,780 |
| Probity Advisors, Inc. | +39,825 | +20.7% | 232,182 |
| WELLS FARGO & COMPANY/MN | +36,840 | +5.9% | 662,018 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +33,283 | +39.2% | 118,097 |
| US BANCORP \DE | +32,368 | +9.3% | 382,108 |
| Sarver Vrooman Wealth Advisors | +26,060 | +1.6% | 1,681,034 |
| RAYMOND JAMES FINANCIAL INC | +24,333 | +6.3% | 411,323 |
| SUMMITRY LLC | +24,098 | +1.9% | 1,290,108 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Summit Financial, LLC | -700,652 | -39.9% | 1,054,715 |
| PFG Private Wealth Management, LLC | -41,029 | -7.7% | 491,365 |
| Paradigm, Strategies in Wealth Mana | -39,682 | -20.3% | 155,677 |
| Atlantic Union Bankshares Corp | -28,078 | -21.3% | 103,669 |
| BENJAMIN EDWARDS INC | -25,705 | -14.5% | 152,066 |
| AMERIPRISE FINANCIAL INC | -7,523 | -1.5% | 496,658 |
| ENVESTNET ASSET MANAGEMENT INC | -5,179 | -6.1% | 79,505 |
| OneDigital Investment Advisors LLC | -5,060 | -8.0% | 58,177 |
| Archford Capital Strategies, LLC | -4,087 | -5.1% | 76,286 |
| Addison Advisors LLC | -3,085 | -38.0% | 5,040 |
| Rockefeller Capital Management L.P. | -2,560 | -46.0% | 3,005 |
| Krilogy Financial LLC | -2,141 | -1.0% | 201,927 |
| Marathon Mission, Inc. | -1,653 | -1.6% | 100,156 |
| UBS Group AG | -1,138 | -0.3% | 368,529 |
| FMR LLC | -663 | -66.0% | 341 |
| CAPTRUST FINANCIAL ADVISORS | -562 | -4.3% | 12,594 |
| Wilkins Miller Wealth Management, L | -328 | -3.6% | 8,772 |
| SEAVIEW INVESTMENT MANAGERS LLC | -165 | -1.5% | 10,841 |
| FIFTH THIRD BANCORP | -159 | -16.6% | 800 |
| CENTRAL TRUST Co | -10 | -1.1% | 888 |