IBDY · iShares iBonds Dec 2033 Term Corporate ETF · Holdings ETF

$24.86 +0.22 (+0.87%)

Volume · Oct 22 119.17K Avg daily vol (3M) 284.6K

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.

Quarter:

Holders: 44

Total Value: $33,263,590

Total Shares: 5,272,820

Institutional Ownership Trend

14 quarters

Holder Concentration

Across 44 13F filers · Δ vs Jun 30, 2026

Top Holder

32.5%

+15.5 pts

Top 5

97.4%

+41.0 pts

Top 10

100.0%

+22.3 pts

HHI

2,485

Moderately concentrated+1,627

Who Holds IBDY

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 168 filers, like-for-like change +4.4%; actively managed books +4.5%; index-like books +3.9%.

Holder type	Share	Filers	Change	New	Exited
Registered adviser	48.5%	102	+12.0%	18	8
Adviser	3.6%	2	+7.1%	0	0
Bank	18.3%	12	+8.7%	0	0
Broker-dealer	1.2%	1	+7.2%	0	0
Holding company	7.6%	5	+4.2%	1	0
Unknown	20.7%	46	-12.8%	3	6

Style	Share	Filers	Change	New	Exited
Index-like	7.5%	3	+3.9%	1	0
Systematic-like	0.6%	1	+109.8%	0	0
Concentrated	19.4%	49	-19.5%	8	5
Diversified active	72.5%	115	+13.0%	13	9
Not measured	0.0%	0	—	0	0
Unknown	0.0%	0	—	0	0

Turnover	Share	Filers	Change	New	Exited
Low turnover	93.4%	146	+5.3%	16	8
Medium turnover	4.5%	11	+7.4%	3	3
High turnover	1.5%	3	-45.4%	0	2
Unknown	0.6%	8	+315.6%	3	1
Not measured	0.0%	0	—	0	0

Holding horizon	Share	Filers	Change	New	Exited
Short horizon	0.1%	6	+12.2%	2	1
Medium horizon	8.9%	15	+9.6%	2	2
Long horizon	90.9%	146	+4.0%	18	10
Unknown	0.1%	1	-38.0%	0	1
Not measured	0.0%	0	—	0	0

13F book size	Share	Filers	Change	New	Exited
Under $1B	19.3%	65	+6.2%	9	3
$1B to $10B	37.4%	55	-0.9%	9	8
$10B to $100B	15.7%	29	+13.2%	3	3
$100B or more	27.6%	19	+6.2%	1	0
Not measured	0.0%	0	—	0	0

Client base	Share	Filers	Change	New	Exited
Individuals and high net worth	47.0%	97	+11.7%	18	7
Pooled investment vehicles	0.6%	1	+109.8%	0	0
Pension and profit sharing plans	0.4%	2	-6.7%	0	0
Diversified	0.4%	2	-5.1%	0	0
Insurance companies	0.0%	0	-100.0%	0	1
Other	0.0%	0	—	0	0
Registered funds and BDCs	0.0%	0	—	0	0
Unknown	51.5%	66	-1.8%	4	6

Private funds	Share	Filers	Change	New	Exited
Hedge funds	1.5%	3	+43.3%	1	0
Private equity funds	0.9%	4	-18.4%	1	0
Real estate funds	0.2%	2	-52.8%	0	1
Other private funds	5.8%	9	+20.2%	3	1
Private funds, type not stated	0.0%	1	+3.2%	0	0
No private funds	40.1%	83	+11.8%	13	6
Unknown	51.5%	66	-1.8%	4	6

Location	Share	Filers	Change	New	Exited
United States	96.7%	164	+4.0%	22	13
Outside the US	3.3%	4	+20.4%	0	1

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 1 holder with no observed 2026-03-31 13F and 3 holders with no observed 2026-06-30 13F.

Conviction and Crowding

168 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders

17.9% of filers hold it in their top 10

Mar 31, 2026: 0

Holders above 5%

median weight 0.127%

Mar 31, 2026: 0

Crowding

—

shares outstanding is an issuer-wide count, not one listing's

Private-fund advisers

—

of shares outstanding

Institutional ownership

—

shares outstanding is an issuer-wide count, not one listing's

Top 10 holders

50.8%

of 13F shares, Herfindahl 0.038

Active holders

+4.5%

like-for-like share change of active filers

5% stakes on record

0 13D, 0 13G

How long holders have held it value-weighted 9.2 quarters

Under 1 year 5.13% 1 to 3 years 71.2% 3 years or more 23.7% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net buyers of $0 (0 buying, 0 selling).

Quarterly Activity

vs Jun 30, 2026

New

Increased

Decreased

Sold Out

Unchanged

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -124

Institutional value: -90.6%

Shares held: -83.1%

Top Buyers

vs Jun 30, 2026

Institution	Added	Now Holds
Small Ironwood Financial, llc	+178,881	389,120
Mid Klingman & Associates, LLC	+178,270	257,103
Mid CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	+71,685	99,997
Small PRECEDENT WEALTH PARTNERS, LLC	+62,146	213,467
Mid SAX WEALTH ADVISORS, LLC	+29,537	40,073

Top Sellers

vs Jun 30, 2026

Institution	Sold	Now Holds
Small ADIRONDACK TRUST CO	−14,186	113,954
Small MB, LEVIS & ASSOCIATES, LLC	−4,476	491,019
Small Wilkins Miller Wealth Management, LLC	−3,183	59,655
Small Archford Capital Strategies, LLC	−2,257	70,652
Micro Paradigm, Strategies in Wealth Management, LLC	−465	47,847

Top New Positions

vs Jun 30, 2026

Institution	Acquired	Value (USD)
Small FOCUSED ALPHA, LLC	14,686	$359,513
Mid Root Financial Partners, LLC	62	$1,517
Mid Blue Trust, Inc.	847	$0
Micro Breachway Investments LLC	12,000	$0
Mid HARBOR INVESTMENT ADVISORY, LLC	2,464	$0

Top Sold-Out Positions

vs Jun 30, 2026

Institution	Previously Held	Last Value (USD)
Small Farnam Financial LLC	15,810	$407,028
Mid Chesley Taft & Associates LLC	9,000	$0
Small BEACON FINANCIAL GROUP	15,461	$0

Filter: New 7 Increased 23 Reduced 5 Sold out 3 Unchanged 9

Holder type: Registered adviser 32 Unknown 12

Showing 44 of 44

All Common Calls Puts

Compact Export CSV

Holder	Value (USD)	% of 13F	Shares	Own %	Change	Type	Filed
Small INSTRUMENTAL WEALTH, LLC Registered adviser IBDY	$10,802,509	32.48%	441,279	—	+22,743 +5.4%	Shares	2026-10-20
Small Ironwood Financial, llc Registered adviser IBDY	$9,525,657	28.64%	389,120	—	+178,881 +85.1%	Shares	2026-10-20
Mid Klingman & Associates, LLC Registered adviser IBDY	$6,293,881	18.92%	257,103	—	+178,270 +226.1%	Shares	2026-10-20
Small PRECEDENT WEALTH PARTNERS, LLC IBDY	$5,225,672	15.71%	213,467	—	+62,146 +41.1%	Shares	2026-10-21
Small NESTEGG ADVISORS, INC. IBDY	$543,284	1.63%	22,193	—	+216 +1.0%	Shares	2026-10-21
Small Gradient Capital Advisors, LLC Registered adviser IBDY	$414,079	1.24%	16,915	—	0 0.0%	Shares	2026-10-21
Small FOCUSED ALPHA, LLC Registered adviser IBDY	$359,513	1.08%	14,686	—	New	Shares	2026-10-20
Small Princeton Global Asset Management LLC Registered adviser IBDY	$58,531	0.18%	2,391	—	+6 +0.3%	Shares	2026-10-21
Small Physician Wealth Advisors, Inc. Registered adviser IBDY	$38,947	0.12%	1,591	—	+20 +1.3%	Shares	2026-10-20
Mid Root Financial Partners, LLC Registered adviser IBDY	$1,517	0.00%	62	—	New	Shares	2026-10-21
Large FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ IBDY	—	—	28,473	—	0 0.0%	Shares	2026-10-15
Small ADIRONDACK TRUST CO IBDY	—	—	113,954	—	-14,186 -11.1%	Shares	2026-10-14
Micro Breachway Investments LLC Registered adviser IBDY	—	—	12,000	—	New	Shares	2026-10-19
Mid HENGEHOLD CAPITAL MANAGEMENT LLC Registered adviser IBDY	—	—	1,567,825	—	New	Shares	2026-10-16
Mid IFP Advisors, Inc Registered adviser IBDY	—	—	35,921	—	+1,387 +4.0%	Shares	2026-10-16
Small First PREMIER Bank IBDY	—	—	7,896	—	New	Shares	2026-10-13
Small Aspen Wealth Management LLC Registered adviser IBDY	—	—	25,972	—	0 0.0%	Shares	2026-10-14
Micro Sarver Vrooman Wealth Advisors Registered adviser IBDY	—	—	10,031	—	0 0.0%	Shares	2026-10-01
Small Cherry Tree Wealth Management, LLC Registered adviser IBDY	—	—	15,690	—	+2,925 +22.9%	Shares	2026-10-15
Mid Krilogy Financial LLC Registered adviser IBDY	—	—	219,882	—	+14,960 +7.3%	Shares	2026-10-13
Small Montecito Bank & Trust IBDY	—	—	34,545	—	+1,501 +4.5%	Shares	2026-10-01
Small McGlone Suttner Wealth Management, Inc. Registered adviser IBDY	—	—	91,554	—	+1,084 +1.2%	Shares	2026-10-13
Mid HARBOR INVESTMENT ADVISORY, LLC Registered adviser IBDY	—	—	2,464	—	New	Shares	2026-10-13
Small Archford Capital Strategies, LLC Registered adviser IBDY	—	—	70,652	—	-2,257 -3.1%	Shares	2026-10-19
Large Concurrent Investment Advisors, LLC Registered adviser IBDY	—	—	247,069	—	+65 +0.0%	Shares	2026-10-16
Small Bank of New Hampshire IBDY	—	—	3,000	—	+1,400 +87.5%	Shares	2026-10-06
Small Marathon Mission, Inc. Registered adviser IBDY	—	—	102,589	—	+2,396 +2.4%	Shares	2026-10-01
Small Wilkins Miller Wealth Management, LLC IBDY	—	—	59,655	—	-3,183 -5.1%	Shares	2026-10-13
Small Great Diamond Partners, LLC Registered adviser IBDY	—	—	27,357	—	+17,824 +187.0%	Shares	2026-10-13
Small Koesten, Hirschmann & Crabtree, INC. Registered adviser IBDY	—	—	11,210	—	0 0.0%	Shares	2026-10-13
Small Beaumont Asset Management, L.L.C. Registered adviser IBDY	—	—	30,479	—	+20,801 +214.9%	Shares	2026-10-16
Mid Venture Visionary Partners LLC Registered adviser IBDY	—	—	14,145	—	0 0.0%	Shares	2026-10-07
Mid EASTERN BANK IBDY	—	—	1,700	—	0 0.0%	Shares	2026-10-05
Small Bullock Wealth Management Group Registered adviser IBDY	—	—	8,430	—	+103 +1.2%	Shares	2026-10-09
Small Trust Co IBDY	—	—	1,936	—	0 0.0%	Shares	2026-10-09
Mid Blue Trust, Inc. IBDY	—	—	847	—	New	Shares	2026-10-15
Mid CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Registered adviser IBDY	—	—	99,997	—	+71,685 +253.2%	Shares	2026-10-14
Large Farther Finance Advisors, LLC Registered adviser IBDY	—	—	981	—	+181 +22.6%	Shares	2026-10-08
Mid Forvis Mazars Wealth Advisors, LLC Registered adviser IBDY	—	—	22,684	—	0 0.0%	Shares	2026-10-13
Mid SAX WEALTH ADVISORS, LLC Registered adviser IBDY	—	—	40,073	—	+29,537 +280.3%	Shares	2026-10-13
Small Guidance Point Advisors, LLC Registered adviser IBDY	—	—	315,793	—	+26,713 +9.2%	Shares	2026-10-15
Small MB, LEVIS & ASSOCIATES, LLC Registered adviser IBDY	—	—	491,019	—	-4,476 -0.9%	Shares	2026-10-16
Micro Paradigm, Strategies in Wealth Management, LLC Registered adviser IBDY	—	—	47,847	—	-465 -1.0%	Shares	2026-10-16
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IBDY	—	—	150,343	—	+24,665 +19.6%	Shares	2026-10-13
Small Farnam Financial LLC IBDY	$407,028	1.22%	15,810	—	Sold Out	Shares	2026-07-22
Small BEACON FINANCIAL GROUP Registered adviser IBDY	—	—	15,461	—	Sold Out	Shares	2026-07-16
Mid Chesley Taft & Associates LLC Registered adviser IBDY	—	—	9,000	—	Sold Out	Shares	2026-07-08
No holders match your search.