Ishares Trust Ibonds Dec 2030 Term Corporate Etf · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #245 | $209.6M | 9.6M | $198.5M | 9.1M | +546,774+6.03% | Add | |
| Aptus Capital Advisors, LLC | 0.92% | 1.04% | #44 | $134.1M | 6.2M | $132.3M | 6.0M | +108,447+1.79% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.17% | 0.17% | #112 | $132.4M | 6.1M | $117.6M | 5.4M | +700,305+13.03% | Add | |
| MORGAN STANLEY | 0.01% | <0.01% | #287 | $97.5M | 4.5M | $64.4M | 2.9M | +1.6M+53.79% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.03% | 0.03% | #213 | $95.4M | 4.4M | $94.2M | 4.3M | +70,545+1.64% | Add | |
| Capital Investment Advisors, LLC | 1.22% | 1.3% | #35 | $93.0M | 4.3M | $89.2M | 4.1M | +191,892+4.71% | Add | |
| CAPITAL ADVISORS INC/OK | 1.04% | 1.13% | #42 | $70.9M | 3.3M | $70.4M | 3.2M | +38,072+1.18% | Add | |
| UBS Group AG | 0.01% | 0.01% | #263 | $66.0M | 3.0M | $46.3M | 2.1M | +909,716+42.97% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #255 | $65.8M | 3.0M | $64.1M | 2.9M | +88,578+3.02% | Add | |
| HM PAYSON & CO | 0.79% | 0.78% | #48 | $59.4M | 2.7M | $53.7M | 2.5M | +272,104+11.09% | Add | |
| HighTower Advisors, LLC | 0.05% | 0.05% | #178 | $54.7M | 2.5M | $51.6M | 2.4M | +153,492+6.51% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #265 | $54.6M | 2.5M | $55.0M | 2.5M | -7,549-0.30% | Reduce | |
| Sound View Wealth Advisors Group, LLC | 2.54% | 2.6% | #11 | $41.0M | 1.9M | $38.2M | 1.7M | +133,680+7.65% | Add | |
| Klingman & Associates, LLC | 1.59% | 1.73% | #26 | $37.4M | 1.7M | $36.1M | 1.7M | +65,214+3.95% | Add | |
| SIGMA INVESTMENT COUNSELORS INC | 1.76% | 1.9% | #23 | $36.2M | 1.7M | $36.0M | 1.6M | +17,279+1.05% | Add | |
| Gratus Wealth Advisors, LLC | 4.55% | 5.07% | #3 | $35.8M | 1.6M | $35.0M | 1.6M | +41,511+2.59% | Add | |
| Lido Advisors, LLC | 0.09% | 0.13% | #142 | $34.9M | 1.6M | $43.3M | 2.0M | -380,259-19.20% | Reduce | |
| Summit Financial, LLC | 0.37% | 0.45% | #74 | $33.6M | 1.5M | $35.2M | 1.6M | -69,165-4.30% | Reduce | |
| LPL Financial LLC | 0.01% | 0.01% | #268 | $32.6M | 1.5M | $22.7M | 1.0M | +456,433+43.97% | Add | |
| Kathmere Capital Management, LLC | 1.55% | 2.02% | #28 | $29.4M | 1.3M | $32.9M | 1.5M | -152,512-10.16% | Reduce | |
| RVW Wealth, LLC | 1.88% | 2.06% | #21 | $28.5M | 1.3M | $26.4M | 1.2M | +103,166+8.55% | Add | |
| Venture Visionary Partners LLC | 0.77% | 0.85% | #49 | $27.8M | 1.3M | $25.6M | 1.2M | +105,601+9.04% | Add | |
| NewEdge Advisors, LLC | 0.08% | 0.09% | #160 | $26.6M | 1.2M | $25.1M | 1.1M | +70,438+6.13% | Add | |
| WOODMONT INVESTMENT COUNSEL LLC | 1.44% | 1.44% | #29 | $26.3M | 1.2M | $23.3M | 1.1M | +143,107+13.45% | Add | |
| US BANCORP \DE\ | 0.03% | 0.03% | #209 | $26.1M | 1.2M | $25.5M | 1.2M | +31,591+2.71% | Add | |
| STIFEL FINANCIAL CORP | 0.02% | 0.02% | #226 | $23.8M | 1.1M | $23.2M | 1.1M | +29,945+2.82% | Add | |
| Advisors Capital Management, LLC | 0.24% | 0.25% | #93 | $22.6M | 1.0M | $21.4M | 979,384 | +59,537+6.08% | Add | |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.8% | 0.76% | #47 | $22.3M | 1.0M | $19.3M | 881,649 | +140,078+15.89% | Add | |
| MV CAPITAL MANAGEMENT, INC. | 2.02% | 1.98% | #19 | $20.1M | 920,078 | $20.1M | 920,078 | 00.00% | Unchanged | |
| EP Wealth Advisors, LLC | 0.07% | 0.08% | #166 | $18.5M | 847,911 | $15.6M | 713,760 | +134,151+18.79% | Add | |
| Kestra Advisory Services, LLC | 0.06% | 0.05% | #176 | $17.4M | 797,556 | $14.2M | 649,951 | +147,605+22.71% | Add | |
| BlackRock, Inc. | <0.01% | <0.01% | #336 | $17.0M | 779,369 | $14.3M | 652,797 | +126,572+19.39% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.02% | #221 | $16.6M | 762,897 | $15.7M | 716,488 | +46,409+6.48% | Add | |
| ARROW FINANCIAL CORP | 1.37% | 1.51% | #31 | $15.3M | 702,825 | $15.0M | 684,978 | +17,847+2.61% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #298 | $14.9M | 682,341 | $14.1M | 646,153 | +36,188+5.60% | Add | |
| FIRST NATIONAL TRUST CO | 0.48% | 0.44% | #64 | $14.2M | 653,441 | $12.9M | 589,237 | +64,204+10.90% | Add | |
| Janney Montgomery Scott LLC | 0.03% | 0.03% | #211 | $14.2M | 650,928 | $11.9M | 541,787 | +109,141+20.14% | Add | |
| Rockefeller Capital Management L.P. | 0.02% | 0.02% | #220 | $14.0M | 644,355 | $13.6M | 622,604 | +21,751+3.49% | Add | |
| Ironwood Financial, llc | 2.18% | 2.12% | #16 | $13.9M | 644,551 | $12.2M | 555,651 | +88,900+16.00% | Add | |
| Mariner, LLC | 0.01% | 0.02% | #244 | $12.9M | 592,613 | $14.4M | 656,216 | -63,603-9.69% | Reduce | |
| PFG Private Wealth Management, LLC | 5.38% | 5.76% | #1 | $12.4M | 569,999 | $13.6M | 621,042 | -51,043-8.22% | Reduce | |
| Probity Advisors, Inc. | 1.78% | 1.8% | #22 | $12.4M | 569,582 | $11.4M | 519,002 | +50,580+9.75% | Add | |
| CENTRAL TRUST Co | 0.21% | 0.22% | #102 | $11.7M | 538,604 | $11.0M | 501,553 | +37,051+7.39% | Add | |
| CAPTRUST FINANCIAL ADVISORS | 0.02% | 0.02% | #231 | $11.6M | 534,289 | $10.6M | 486,128 | +48,161+9.91% | Add | |
| LYELL WEALTH MANAGEMENT, LP | 0.66% | 0.75% | #52 | $10.7M | 492,598 | $10.2M | 467,998 | +24,600+5.26% | Add | |
| REBALANCE, LLC | 0.55% | 0.61% | #58 | $10.6M | 483,987 | $10.5M | 478,021 | +5,966+1.25% | Add | |
| Glenview Trust Co | 0.16% | 0.17% | #113 | $10.5M | 480,812 | $10.5M | 480,812 | 00.00% | Unchanged | |
| MinichMacGregor Wealth Management, LLC | 1.57% | 1.76% | #27 | $10.3M | 474,157 | $10.0M | 455,756 | +18,401+4.04% | Add | |
| Parkway Wealth Management Group, LLC | 1.17% | 1.28% | #38 | $10.2M | 466,293 | $10.1M | 462,944 | +3,349+0.72% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #302 | $10.1M | 464,538 | $8.5M | 386,766 | +77,772+20.11% | Add |