Ishares Trust Ibonds Dec 2029 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | 11.53% | 6.29% | #1 | $200.8M | 8.7M | $92.5M | 4.0M | +4.7M+117.91% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #295 | $176.7M | 7.6M | $170.1M | 7.3M | +317,100+4.34% | Add | |
| Aptus Capital Advisors, LLC | 1.03% | 1.17% | #52 | $150.5M | 6.5M | $148.4M | 6.4M | +115,992+1.82% | Add | |
| MORGAN STANLEY | 0.01% | 0.01% | #312 | $150.3M | 6.5M | $119.7M | 5.1M | +1.4M+27.25% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.17% | 0.17% | #147 | $134.0M | 5.8M | $117.1M | 5.0M | +750,945+14.92% | Add | |
| CAPITAL ADVISORS INC/OK | 1.75% | 1.9% | #32 | $119.0M | 5.1M | $118.2M | 5.1M | +56,623+1.11% | Add | |
| Capital Investment Advisors, LLC | 1.23% | 1.31% | #46 | $93.5M | 4.0M | $89.9M | 3.9M | +171,532+4.44% | Add | |
| UBS Group AG | 0.01% | 0.01% | #294 | $90.0M | 3.9M | $85.6M | 3.7M | +206,114+5.60% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.02% | 0.02% | #269 | $83.4M | 3.6M | $73.8M | 3.2M | +427,462+13.48% | Add | |
| HM PAYSON & CO | 0.96% | 0.95% | #57 | $72.8M | 3.1M | $65.8M | 2.8M | +314,936+11.14% | Add | |
| Lido Advisors, LLC | 0.18% | 0.23% | #139 | $66.1M | 2.9M | $76.0M | 3.3M | -414,065-12.67% | Reduce | |
| LPL Financial LLC | 0.01% | 0.01% | #288 | $58.1M | 2.5M | $55.4M | 2.4M | +123,527+5.18% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #313 | $53.0M | 2.3M | $54.4M | 2.3M | -51,088-2.18% | Reduce | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #308 | $51.4M | 2.2M | $49.4M | 2.1M | +95,084+4.47% | Add | |
| SUMMITRY LLC | 1.54% | 1.56% | #38 | $46.8M | 2.0M | $44.3M | 1.9M | +116,894+6.13% | Add | |
| HighTower Advisors, LLC | 0.04% | 0.05% | #227 | $45.8M | 2.0M | $43.4M | 1.9M | +113,506+6.09% | Add | |
| Sound View Wealth Advisors Group, LLC | 2.72% | 2.79% | #12 | $43.9M | 1.9M | $41.1M | 1.8M | +128,660+7.28% | Add | |
| WOODMONT INVESTMENT COUNSEL LLC | 2.24% | 2.51% | #23 | $41.0M | 1.8M | $40.7M | 1.8M | +19,777+1.13% | Add | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #316 | $37.7M | 1.6M | $25.6M | 1.1M | +529,903+48.20% | Add | |
| Klingman & Associates, LLC | 1.6% | 1.76% | #36 | $37.6M | 1.6M | $36.8M | 1.6M | +41,766+2.64% | Add | |
| SIGMA INVESTMENT COUNSELORS INC | 1.76% | 1.9% | #31 | $36.2M | 1.6M | $35.9M | 1.5M | +18,229+1.18% | Add | |
| Gratus Wealth Advisors, LLC | 4.57% | 5.08% | #3 | $35.9M | 1.6M | $35.1M | 1.5M | +41,419+2.74% | Add | |
| Venture Visionary Partners LLC | 0.96% | 1.16% | #58 | $34.5M | 1.5M | $34.7M | 1.5M | -2,302-0.15% | Reduce | |
| Meiji Yasuda Life Insurance Co | 1.01% | 0.94% | #55 | $30.5M | 1.3M | $27.4M | 1.2M | +136,000+11.54% | Add | |
| Summit Financial, LLC | 0.31% | 0.33% | #109 | $28.5M | 1.2M | $25.9M | 1.1M | +116,244+10.44% | Add | |
| Kathmere Capital Management, LLC | 1.5% | 1.65% | #39 | $28.3M | 1.2M | $26.8M | 1.2M | +69,789+6.05% | Add | |
| Wealthcare Advisory Partners LLC | 0.54% | 0.53% | #85 | $28.3M | 1.2M | $27.5M | 1.2M | +41,435+3.50% | Add | |
| RVW Wealth, LLC | 1.85% | 2.08% | #29 | $28.0M | 1.2M | $26.7M | 1.1M | +61,905+5.39% | Add | |
| Advisors Capital Management, LLC | 0.3% | 0.31% | #112 | $28.0M | 1.2M | $26.4M | 1.1M | +70,223+6.18% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.04% | #243 | $27.4M | 1.2M | $26.7M | 1.1M | +36,468+3.18% | Add | |
| Seven Springs Wealth Group, LLC | 5.87% | 6.26% | #2 | $26.9M | 1.2M | $27.1M | 1.2M | -2,683-0.23% | Reduce | |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.93% | 0.93% | #60 | $25.9M | 1.1M | $23.6M | 1.0M | +102,784+10.12% | Add | |
| Kestra Advisory Services, LLC | 0.07% | 0.07% | #204 | $21.7M | 937,764 | $18.8M | 806,928 | +130,836+16.21% | Add | |
| MV CAPITAL MANAGEMENT, INC. | 2.03% | 1.99% | #25 | $20.3M | 871,158 | $20.3M | 871,158 | 00.00% | Unchanged | |
| Summit Asset Management, LLC | 2.36% | 2.52% | #19 | $18.4M | 793,992 | $18.1M | 778,230 | +15,762+2.03% | Add | |
| CAPTRUST FINANCIAL ADVISORS | 0.03% | 0.03% | #260 | $17.7M | 764,126 | $15.2M | 653,285 | +110,841+16.97% | Add | |
| BlackRock, Inc. | <0.01% | <0.01% | #373 | $17.2M | 740,823 | $14.3M | 615,014 | +125,809+20.46% | Add | |
| FIRST NATIONAL TRUST CO | 0.56% | 0.52% | #80 | $16.6M | 715,822 | $15.4M | 661,254 | +54,568+8.25% | Add | |
| US BANCORP \DE\ | 0.02% | 0.02% | #281 | $16.6M | 715,219 | $16.0M | 687,363 | +27,856+4.05% | Add | |
| ARROW FINANCIAL CORP | 1.36% | 1.5% | #42 | $15.2M | 655,962 | $14.9M | 641,623 | +14,339+2.23% | Add | |
| Ironwood Financial, llc | 2.29% | 2.27% | #21 | $14.7M | 636,737 | $13.0M | 559,085 | +77,652+13.89% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #293 | $14.2M | 613,536 | $13.1M | 563,068 | +50,468+8.96% | Add | |
| Rockefeller Capital Management L.P. | 0.02% | 0.02% | #272 | $14.0M | 605,089 | $13.8M | 593,674 | +11,415+1.92% | Add | |
| Mesirow Financial Investment Management, Inc. | 0.22% | 0.17% | #125 | $13.9M | 599,061 | $10.6M | 454,359 | +144,702+31.85% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #319 | $13.2M | 572,041 | $12.3M | 530,040 | +42,001+7.92% | Add | |
| Windsor Capital Management, LLC | 3.39% | 3.56% | #8 | $13.0M | 562,587 | $12.6M | 543,324 | +19,263+3.55% | Add | |
| Robertson Stephens Wealth Management, LLC | 0.32% | 0.37% | #108 | $12.9M | 555,787 | $13.1M | 562,146 | -6,359-1.13% | Reduce | |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | 0.51% | #88 | $12.8M | 552,048 | $11.7M | 503,946 | +48,102+9.55% | Add | |
| LYELL WEALTH MANAGEMENT, LP | 0.78% | 0.86% | #69 | $12.7M | 546,943 | $11.7M | 504,623 | +42,320+8.39% | Add | |
| Probity Advisors, Inc. | 1.79% | 1.84% | #30 | $12.5M | 540,849 | $11.6M | 500,441 | +40,408+8.07% | Add |