iShares Ibonds DEC 2031 ETF (IBDW): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
No concentrated manager holds it.
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
Largest holders of IBDW (all 13F filers)
- Aptus Capital Advisors7.5 MType not verified+133 K
- Bank of America5.5 MBank or trading desk+301 K
- Morgan Stanley4.9 MBank or trading desk−187 K
- Capital Investment Advisors4.0 MType not verified+191 K
- Raymond James Financial3.5 MWealth adviser−73 K
- Capital Advisors3.4 MType not verified+49 K
- Venture Visionary Partners3.1 MType not verified+265 K
- HighTower Advisors3.1 MWealth adviser+1.3 M
- Wells Fargo2.3 MBank or trading desk+251 K
- Sarver Vrooman Wealth Advisors2.2 MWealth adviser+26 K
- Shares
- 7.5 M
- Change
- +133 K
See more
- Type
- Type not verified
- Value
- $157M
- Shares
- 5.5 M
- Change
- +301 K
See more
- Type
- Bank or trading desk
- Value
- $114M
- Shares
- 4.9 M
- Change
- −187 K
See more
- Type
- Bank or trading desk
- Value
- $102M
- Shares
- 4.0 M
- Change
- +191 K
See more
- Type
- Type not verified
- Value
- $84.0M
- Shares
- 3.5 M
- Change
- −73 K
See more
- Type
- Wealth adviser
- Value
- $72.8M
- Shares
- 3.4 M
- Change
- +49 K
See more
- Type
- Type not verified
- Value
- $70.2M
- Shares
- 3.1 M
- Change
- +265 K
See more
- Type
- Type not verified
- Value
- $65.0M
- Shares
- 3.1 M
- Change
- +1.3 M
See more
- Type
- Wealth adviser
- Value
- $63.6M
- Shares
- 2.3 M
- Change
- +251 K
See more
- Type
- Bank or trading desk
- Value
- $48.6M
- Sarver Vrooman Wealth Advisors
- Shares
- 2.2 M
- Change
- +26 K
See more
- Type
- Wealth adviser
- Value
- $46.1M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗