Ishares Trust Ibonds Dec 2032 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 | 1.11% | 1.26% | #23 | $162.6M | 6.5M | $160.3M | 6.3M | +113,849+1.79% | Add | |
| Capital Investment Advisors, LLC | 1.16% | 1.23% | #22 | $88.3M | 3.5M | $84.2M | 3.3M | +175,235+5.26% | Add | |
| WELLS FARGO & COMPANY/MN | 0.01% | 0.01% | #151 | $77.8M | 3.1M | $71.1M | 2.8M | +273,891+9.73% | Add | |
| CAPITAL ADVISORS INC/OK | 1.05% | 1.13% | #25 | $71.1M | 2.8M | $70.5M | 2.8M | +32,118+1.15% | Add | |
| MORGAN STANLEY | <0.01% | <0.01% | #186 | $65.3M | 2.6M | $56.8M | 2.2M | +378,137+17.06% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #180 | $64.6M | 2.6M | $61.7M | 2.4M | +123,101+5.04% | Add | |
| SIGMA INVESTMENT COUNSELORS INC | 1.95% | 2.02% | #9 | $39.9M | 1.6M | $38.2M | 1.5M | +74,050+4.90% | Add | |
| ROYAL BANK OF CANADA | 0.01% | <0.01% | #173 | $33.9M | 1.3M | $25.7M | 1.0M | +327,495+32.18% | Add | |
| UBS Group AG | <0.01% | <0.01% | #182 | $30.5M | 1.2M | $29.6M | 1.2M | +38,023+3.25% | Add | |
| Klingman & Associates, LLC | 1.26% | 1.31% | #18 | $29.6M | 1.2M | $27.3M | 1.1M | +93,892+8.68% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #163 | $29.3M | 1.2M | $18.3M | 725,258 | +436,626+60.20% | Add | |
| Summit Financial, LLC | 0.32% | 0.51% | #40 | $29.2M | 1.2M | $40.0M | 1.6M | -424,395-26.78% | Reduce | |
| Seven Springs Wealth Group, LLC | 5.86% | 6.2% | #1 | $26.8M | 1.1M | $26.8M | 1.1M | +3,318+0.31% | Add | |
| Sound View Wealth Advisors Group, LLC | 1.57% | 1.56% | #14 | $25.3M | 1.0M | $22.9M | 905,660 | +99,859+11.03% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | 0.01% | #175 | $23.8M | 943,449 | $25.5M | 1.0M | -65,793-6.52% | Reduce | |
| US BANCORP \DE\ | 0.02% | 0.03% | #118 | $22.9M | 908,163 | $21.9M | 868,522 | +39,641+4.56% | Add | |
| NewEdge Advisors, LLC | 0.07% | 0.08% | #91 | $22.1M | 876,466 | $21.0M | 829,662 | +46,804+5.64% | Add | |
| HighTower Advisors, LLC | 0.02% | 0.02% | #126 | $21.7M | 860,425 | $21.6M | 854,043 | +6,382+0.75% | Add | |
| Advisors Capital Management, LLC | 0.23% | 0.25% | #50 | $21.7M | 859,918 | $21.2M | 840,219 | +19,699+2.34% | Add | |
| MV CAPITAL MANAGEMENT, INC. | 1.96% | 1.92% | #8 | $19.5M | 773,344 | $19.5M | 773,344 | 00.00% | Unchanged | |
| COWA, LLC | 4.89% | 4.97% | #4 | $19.5M | 774,107 | $18.4M | 729,002 | +45,105+6.19% | Add | |
| ARROW FINANCIAL CORP | 1.42% | 1.56% | #16 | $15.9M | 630,882 | $15.5M | 614,512 | +16,370+2.66% | Add | |
| LPL Financial LLC | <0.01% | <0.01% | #188 | $14.2M | 563,924 | $12.9M | 509,925 | +53,999+10.59% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.02% | 0.02% | #138 | $13.3M | 528,252 | $12.9M | 510,121 | +18,131+3.55% | Add | |
| MB, LEVIS & ASSOCIATES, LLC | 4.9% | 5.5% | #3 | $13.3M | 527,546 | $13.2M | 521,224 | +6,322+1.21% | Add | |
| Rockefeller Capital Management L.P. | 0.02% | 0.02% | #127 | $13.3M | 527,541 | $13.1M | 519,723 | +7,818+1.50% | Add | |
| PFG Private Wealth Management, LLC | 5.54% | 5.89% | #2 | $12.8M | 507,215 | $13.9M | 549,790 | -42,575-7.74% | Reduce | |
| Janney Montgomery Scott LLC | 0.02% | 0.02% | #120 | $12.1M | 478,378 | $10.0M | 396,703 | +81,675+20.59% | Add | |
| Ironwood Financial, llc | 1.81% | 1.68% | #10 | $11.6M | 464,902 | $9.6M | 379,700 | +85,202+22.44% | Add | |
| Probity Advisors, Inc. | 1.5% | 1.22% | #15 | $10.5M | 415,729 | $7.7M | 304,095 | +111,634+36.71% | Add | |
| Parkway Wealth Management Group, LLC | 1.17% | 1.28% | #20 | $10.1M | 402,635 | $10.1M | 397,851 | +4,784+1.20% | Add | |
| Atlantic Union Bankshares Corp | 0.16% | 0.17% | #67 | $9.6M | 380,552 | $8.8M | 348,200 | +32,352+9.29% | Add | |
| Cornerstone Planning, LLC | 2.21% | 2.12% | #7 | $9.6M | 379,908 | $9.4M | 370,140 | +9,768+2.64% | Add | |
| Guidance Point Advisors, LLC | 1.73% | 1.89% | #12 | $8.2M | 325,556 | $8.0M | 315,676 | +9,880+3.13% | Add | |
| Snowden Capital Advisors LLC | 0.18% | 0.2% | #62 | $7.5M | 297,905 | $7.4M | 293,424 | +4,481+1.53% | Add | |
| LYELL WEALTH MANAGEMENT, LP | 0.41% | 0.49% | #36 | $6.7M | 266,910 | $6.7M | 264,515 | +2,395+0.91% | Add | |
| Parallel Advisors, LLC | 0.1% | 0.11% | #83 | $6.7M | 266,516 | $6.2M | 244,230 | +22,286+9.13% | Add | |
| MCF Advisors LLC | 0.23% | 0.28% | #48 | $6.5M | 257,910 | $6.4M | 254,984 | +2,926+1.15% | Add | |
| HOWLAND CAPITAL MANAGEMENT LLC | 0.23% | 0.19% | #49 | $6.4M | 252,860 | $4.7M | 185,999 | +66,861+35.95% | Add | |
| Concurrent Investment Advisors, LLC | 0.05% | — | #95 | $6.4M | 252,548 | $0 | 0 | +252,548 | New Buy | |
| 4Thought Financial Group Inc. | 2.96% | 2.56% | #5 | $6.3M | 250,276 | $5.2M | 205,076 | +45,200+22.04% | Add | |
| HANCOCK WHITNEY CORP | 0.1% | 0.11% | #82 | $6.2M | 245,933 | $6.1M | 239,660 | +6,273+2.62% | Add | |
| Lido Advisors, LLC | 0.02% | 0.02% | #137 | $6.2M | 245,637 | $6.1M | 241,095 | +4,542+1.88% | Add | |
| Krilogy Financial LLC | 0.16% | 0.18% | #64 | $5.5M | 219,930 | $5.6M | 220,939 | -1,009-0.46% | Reduce | |
| Marathon Mission, Inc. | 2.63% | 3.19% | #6 | $5.3M | 208,786 | $5.5M | 216,708 | -7,922-3.66% | Reduce | |
| Praetorian Wealth Management, Inc. | 0.86% | 0.77% | #29 | $5.0M | 197,602 | $4.0M | 158,990 | +38,612+24.29% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #202 | $4.9M | 193,616 | $4.6M | 182,445 | +11,171+6.12% | Add | |
| Peloton Wealth Strategists | 1.72% | 1.36% | #13 | $4.6M | 184,250 | $3.4M | 133,500 | +50,750+38.01% | Add | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #192 | $4.6M | 181,414 | $4.3M | 168,665 | +12,749+7.56% | Add | |
| KINTRA WEALTH, LLC | 0.23% | 0.32% | #47 | $4.5M | 180,265 | $4.5M | 178,356 | +1,909+1.07% | Add |