DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield

IBDX

ISHARES IBONDS DEC 2032 TM CRP

219 institutions still hold ISHARES IBONDS DEC 2032 TM CRP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436e312·219 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 4.7%

vs prior quarter

13F value held

$881M

45.0% inst. owned

of float

Holders

219

+28 QoQ

filers reporting

Activity

+8 / −40

+782 added · −663 reduced

this quarter

Concentration

18.19%

Aptus Capital Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

219 institutions reported IBDX in Q1 2026. Aptus Capital Advisors, LLC leads at 18.2% of the visible book. +28 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

Aptus Capital Advisors, LLC

$160M6.3M1.26%Q1 2026 02

Capital Investment Advisors, LLC

$84M3.3M1.23%Q1 2026 03

$74M2.9M0.00%Q1 2026 04

WELLS FARGO & COMPANY/MN

$71M2.8M0.01%Q1 2026 05

CAPITAL ADVISORS INC/OK

$71M2.8M1.13%Q1 2026 06

BANK OF AMERICA CORP /DE/

$62M2.4M0.00%Q1 2026 07

Summit Financial, LLC

$40M1.6M0.51%Q1 2026 08

SIGMA INVESTMENT COUNSELORS INC

$38M1.5M2.02%Q1 2026 09

$30M1.2M0.00%Q1 2026 10

Klingman & Associates, LLC

$27M1.1M1.31%Q1 2026 11

Seven Springs Wealth Group, LLC

$27M1.1M6.20%Q1 2026 12

ROYAL BANK OF CANADA

$26M1.0M0.00%Q1 2026 13

AMERIPRISE FINANCIAL INC

$26M1.0M0.01%Q1 2026 14

Sound View Wealth Advisors Group, LLC

$23M906K1.56%Q1 2026 15

US BANCORP \DE\

$22M869K0.03%Q1 2026 16

HighTower Advisors, LLC

$22M854K0.02%Q1 2026 17

Advisors Capital Management, LLC

$21M840K0.25%Q1 2026 18

NewEdge Advisors, LLC

$21M830K0.08%Q1 2026 19

MV CAPITAL MANAGEMENT, INC.

$20M773K1.92%Q1 2026 20

$18M729K4.97%Q1 2026

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