Ishares Trust Ibonds Dec 2031 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 1.07% | 1.22% | #35 | $156.8M | 7.5M | $154.7M | 7.4M | +132,719+1.80% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #221 | $114.0M | 5.5M | $108.1M | 5.2M | +301,401+5.83% | Add | |
| MORGAN STANLEY | 0.01% | 0.01% | #236 | $101.5M | 4.9M | $85.6M | 4.0M | +839,593+20.82% | Add | |
| Capital Investment Advisors, LLC | 1.11% | 1.18% | #33 | $84.0M | 4.0M | $80.4M | 3.8M | +190,961+4.97% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.02% | 0.02% | #187 | $72.8M | 3.5M | $74.6M | 3.6M | -72,664-2.04% | Reduce | |
| CAPITAL ADVISORS INC/OK | 1.03% | 1.12% | #36 | $70.2M | 3.4M | $69.4M | 3.3M | +49,458+1.49% | Add | |
| Venture Visionary Partners LLC | 1.81% | 1.99% | #19 | $65.0M | 3.1M | $59.7M | 2.9M | +264,645+9.27% | Add | |
| HighTower Advisors, LLC | 0.06% | 0.04% | #138 | $63.6M | 3.1M | $37.1M | 1.8M | +1.3M+72.19% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #216 | $48.6M | 2.3M | $43.5M | 2.1M | +250,549+12.04% | Add | |
| Sarver Vrooman Wealth Advisors | 27.48% | 29.38% | #1 | $46.1M | 2.2M | $46.2M | 2.2M | +34,977+1.60% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #230 | $42.9M | 2.1M | $43.1M | 2.1M | -2,049-0.10% | Reduce | |
| UBS Group AG | 0.01% | 0.01% | #237 | $41.2M | 2.0M | $39.7M | 1.9M | +80,334+4.24% | Add | |
| SIGMA INVESTMENT COUNSELORS INC | 1.93% | 2.01% | #15 | $39.6M | 1.9M | $38.0M | 1.8M | +83,829+4.62% | Add | |
| MERCER GLOBAL ADVISORS INC /ADV | 0.05% | 0.03% | #150 | $39.4M | 1.9M | $19.0M | 909,529 | +980,979+107.86% | Add | |
| Advisors Capital Management, LLC | 0.41% | 0.43% | #53 | $38.7M | 1.9M | $36.6M | 1.7M | +110,013+6.29% | Add | |
| Klingman & Associates, LLC | 1.57% | 1.7% | #24 | $36.8M | 1.8M | $35.6M | 1.7M | +66,766+3.93% | Add | |
| SUMMITRY LLC | 1.14% | 1.18% | #32 | $34.6M | 1.7M | $33.6M | 1.6M | +55,092+3.43% | Add | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #228 | $32.0M | 1.5M | $33.7M | 1.6M | -71,285-4.43% | Reduce | |
| Summit Financial, LLC | 0.32% | 0.51% | #60 | $29.2M | 1.4M | $39.8M | 1.9M | -500,254-26.33% | Reduce | |
| Sound View Wealth Advisors Group, LLC | 1.71% | 1.68% | #21 | $27.6M | 1.3M | $24.8M | 1.2M | +141,091+11.93% | Add | |
| NewEdge Advisors, LLC | 0.08% | 0.09% | #127 | $25.2M | 1.2M | $24.5M | 1.2M | +40,063+3.42% | Add | |
| WOODMONT INVESTMENT COUNSEL LLC | 1.28% | 1.21% | #30 | $23.5M | 1.1M | $19.6M | 936,335 | +191,545+20.46% | Add | |
| MV CAPITAL MANAGEMENT, INC. | 1.91% | 1.87% | #17 | $19.1M | 912,123 | $19.1M | 912,123 | 00.00% | Unchanged | |
| US BANCORP \DE\ | 0.02% | 0.02% | #186 | $18.6M | 892,375 | $18.7M | 891,295 | +1,080+0.12% | Add | |
| EP Wealth Advisors, LLC | 0.07% | 0.08% | #133 | $18.1M | 868,068 | $15.3M | 731,129 | +136,939+18.73% | Add | |
| BlackRock, Inc. | <0.01% | <0.01% | #279 | $17.0M | 814,335 | $1,298 | 62 | +814,273+1,313,343.55% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.02% | #183 | $16.7M | 802,813 | $16.1M | 769,745 | +33,068+4.30% | Add | |
| ARROW FINANCIAL CORP | 1.39% | 1.52% | #26 | $15.5M | 741,952 | $15.1M | 722,758 | +19,194+2.66% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #247 | $15.1M | 724,949 | $13.6M | 649,780 | +75,169+11.57% | Add | |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.51% | 0.43% | #49 | $14.3M | 684,857 | $10.9M | 520,826 | +164,031+31.49% | Add | |
| Ironwood Financial, llc | 2.13% | 2.08% | #14 | $13.6M | 660,559 | $11.9M | 569,411 | +91,148+16.01% | Add | |
| Rockefeller Capital Management L.P. | 0.02% | 0.02% | #185 | $13.4M | 643,295 | $13.2M | 632,154 | +11,141+1.76% | Add | |
| Envision Financial Planning, LLC | 4.35% | 4.84% | #3 | $13.4M | 641,798 | $13.4M | 639,767 | +2,031+0.32% | Add | |
| Lido Advisors, LLC | 0.03% | 0.04% | #160 | $12.6M | 603,204 | $14.6M | 696,445 | -93,241-13.39% | Reduce | |
| Mariner, LLC | 0.01% | 0.02% | #205 | $12.2M | 583,372 | $13.6M | 649,578 | -66,206-10.19% | Reduce | |
| PFG Private Wealth Management, LLC | 5.23% | 5.59% | #2 | $12.1M | 578,995 | $13.2M | 629,507 | -50,512-8.02% | Reduce | |
| Janney Montgomery Scott LLC | 0.02% | 0.02% | #180 | $12.1M | 578,338 | $10.0M | 478,622 | +99,716+20.83% | Add | |
| Probity Advisors, Inc. | 1.71% | 1.74% | #22 | $11.9M | 573,243 | $11.0M | 524,604 | +48,639+9.27% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #268 | $11.1M | 532,424 | $4.7M | 224,702 | +307,722+136.95% | Add | |
| FIRST NATIONAL TRUST CO | 0.37% | 0.32% | #55 | $10.8M | 520,124 | $9.4M | 450,146 | +69,978+15.55% | Add | |
| TRUIST FINANCIAL CORP | 0.01% | 0.01% | #204 | $10.6M | 508,581 | $8.9M | 423,036 | +85,545+20.22% | Add | |
| Parkway Wealth Management Group, LLC | 1.17% | 1.28% | #31 | $10.1M | 486,711 | $10.1M | 482,931 | +3,780+0.78% | Add | |
| Kestra Advisory Services, LLC | 0.03% | 0.03% | #164 | $9.9M | 475,124 | $8.7M | 414,526 | +60,598+14.62% | Add | |
| Atlantic Union Bankshares Corp | 0.16% | 0.17% | #94 | $9.7M | 463,988 | $8.9M | 427,594 | +36,394+8.51% | Add | |
| Cornerstone Planning, LLC | 2.21% | 2.11% | #13 | $9.6M | 458,296 | $9.4M | 446,549 | +11,747+2.63% | Add | |
| Windsor Capital Management, LLC | 2.35% | 0.21% | #9 | $9.0M | 433,744 | $760,973 | 36,358 | +397,386+1,092.98% | Add | |
| COWA, LLC | 2.26% | 2.31% | #11 | $9.0M | 433,167 | $8.6M | 408,644 | +24,523+6.00% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | 0.01% | #241 | $9.0M | 431,279 | $8.5M | 406,814 | +24,465+6.01% | Add | |
| Guidance Point Advisors, LLC | 1.9% | 2.09% | #18 | $9.0M | 431,138 | $8.8M | 422,142 | +8,996+2.13% | Add | |
| Hills Bank & Trust Co | 0.36% | 0.07% | #57 | $8.4M | 405,071 | $1.4M | 64,692 | +340,379+526.15% | Add |