13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
IBDW

ISHARES IBOND DEC 2031 TRM CRP

289 institutions still hold ISHARES IBOND DEC 2031 TRM CRP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436e486·289 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.6%
vs prior quarter
13F value held
$1.1B
68.0% inst. owned
of float
Holders
289
+32 QoQ
filers reporting
Activity
+17 / −33
+821 added · −877 reduced
this quarter
Concentration
13.71%
Aptus Capital Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

289 institutions reported IBDW in Q1 2026. Aptus Capital Advisors, LLC leads at 13.7% of the visible book. +32 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Aptus Capital Advisors, LLC
CIK 0001664193
$155M7.4M1.22%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$108M5.2M0.01%Q1 202603
MORGAN STANLEY
CIK 0000895421
$106M5.1M0.01%Q1 202604
Capital Investment Advisors, LLC
CIK 0001582732
$80M3.8M1.18%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$75M3.6M0.02%Q1 202606
CAPITAL ADVISORS INC/OK
CIK 0000860828
$69M3.3M1.12%Q1 202607
Venture Visionary Partners LLC
CIK 0001792283
$60M2.9M1.99%Q1 202608
Sarver Vrooman Wealth Advisors
CIK 0002076215
$46M2.2M28.29%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$44M2.1M0.01%Q1 202610
ROYAL BANK OF CANADA
CIK 0001000275
$43M2.1M0.01%Q1 202611
Summit Financial, LLC
CIK 0001765536
$40M1.9M0.51%Q1 202612
UBS Group AG
CIK 0001610520
$40M1.9M0.01%Q1 202613
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$38M1.8M2.01%Q1 202614
HighTower Advisors, LLC
CIK 0001462245
$37M1.8M0.04%Q1 202615
Advisors Capital Management, LLC
CIK 0001345576
$37M1.7M0.43%Q1 202616
Klingman & Associates, LLC
CIK 0001662449
$36M1.7M1.70%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$34M1.6M0.01%Q1 202618
SUMMITRY LLC
CIK 0001280043
$34M1.6M1.18%Q1 202619
Sound View Wealth Advisors Group, LLC
CIK 0001784777
$25M1.2M1.68%Q1 202620
NewEdge Advisors, LLC
CIK 0001633516
$24M1.2M0.09%Q1 2026
Page 1 of 15
269 more holders available. Log in →