DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
IBDY

ISHARES TR IBONDS ETF DEC 2033 TERM CORP

157 institutions still hold ISHARES TR IBONDS ETF DEC 2033 TERM CORP as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46436e130·157 13F holders·last filed Mar 31, 2026
Market cap
0.9%
vs prior quarter
13F value held
$562M
46.0% inst. owned
of float
Holders
157
+90 QoQ
filers reporting
Activity
+32 / −63
+805 added · −755 reduced
this quarter
Concentration
14.30%
Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

157 institutions reported IBDY in Q1 2026. Capital Investment Advisors, LLC leads at 14.3% of the visible book. +90 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Capital Investment Advisors, LLC
CIK 0001582732
$80M3.1M1.17%Q1 2026
02
MORGAN STANLEY
CIK 0000895421
$58M2.3M0.00%Q1 2026
03
Summit Financial, LLC
CIK 0001765536
$53M2.0M0.67%Q1 2026
04
FIRST INTERSTATE BANK
CIK 0001125727
$50M1.9M2.82%Q1 2026
05
BANK OF AMERICA CORP /DE/
CIK 0000070858
$50M1.9M0.00%Q1 2026
06
SIGMA INVESTMENT COUNSELORS INC
CIK 0001085163
$36M1.4M1.89%Q1 2026
07
SUMMITRY LLC
CIK 0001280043
$27M1.0M0.93%Q1 2026
08
MV CAPITAL MANAGEMENT, INC.
CIK 0001633366
$24M937K2.38%Q1 2026
09
Envision Financial Planning, LLC
CIK 0001964460
$22M839K7.84%Q1 2026
10
US BANCORP \DE\
CIK 0000036104
$21M804K0.03%Q1 2026
11
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M669K0.00%Q1 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$17M646K0.00%Q1 2026
13
HighTower Advisors, LLC
CIK 0001462245
$16M623K0.02%Q1 2026
14
ARROW FINANCIAL CORP
CIK 0000717538
$15M590K1.53%Q1 2026
15
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M556K0.00%Q1 2026
16
UBS Group AG
CIK 0001610520
$14M534K0.00%Q1 2026
17
Rockefeller Capital Management L.P.
CIK 0001739439
$13M509K0.02%Q1 2026
18
MB, LEVIS & ASSOCIATES, LLC
CIK 0002065807
$13M490K5.29%Q1 2026
19
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$11M423K0.02%Q1 2026
20
INSTRUMENTAL WEALTH, LLC
CIK 0001976010
$11M417K6.62%Q1 2026
Page 1 of 8
137 more holders available. Log in →