ISHARES TR

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IBDW·46436E486·US·etf·Unknown - Unknown

IBONDS DEC 2031

IBDW (ISHARES TR) is held by 58 institutional investors as of Q1 2026. Largest holders: Aptus Capital Advisors, LLC ($154.7M), BANK OF AMERICA CORP /DE/ ($108.1M), MORGAN STANLEY ($105.9M). Net institutional sentiment: Bullish.

58

Holders

Avg rating(13 Elite)

$856.2M

Total Value

73% (59)

Fund Consensus

41 buying - 15 selling

Smart Money Verdict

View all

64Mixed MomentumSingle Source

Institutional (13F)64

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IBDW's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

23

★★★★

Strong

19

★★★

Solid

4

★★

Below

0

★

Weak

Held by 58 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (58)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Aptus Capital Advisors, LLC	Increased	7.4M(+1.8%)	$154.7M	1.2%	+7.62%	49
BANK OF AMERICA CORP /DE/	Increased	5.2M(+23.5%)	$108.1M	0.0%	+2.83%	36
MORGAN STANLEY	Increased	5.1M(+8.2%)	$105.9M	0.0%	+4.31%	32
RAYMOND JAMES FINANCIAL INC	Increased	3.6M(+40.4%)	$74.6M	0.0%	+1.37%	39
WELLS FARGO & COMPANY/MN	Decreased	2.1M(-8.9%)	$43.5M	0.0%	+9.29%	0
ROYAL BANK OF CANADA	Increased	2.1M(+5.6%)	$43.1M	0.0%	+2.79%	31
UBS Group AG	Increased	1.9M(+13.8%)	$39.7M	0.0%	+7.19%	33
HighTower Advisors, LLC	Increased	1.8M(+46.4%)	$37.1M	0.0%	+1.60%	40
AMERIPRISE FINANCIAL INC	Decreased	1.6M(-27.5%)	$33.7M	0.0%	+4.02%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Decreased	909,529(-53.1%)	$19M	0.0%	-1.41%	0
US BANCORP \DE\	Increased	891,295(+5.0%)	$18.7M	0.0%	+5.83%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	769,745(-9.8%)	$16.1M	0.0%	+8.33%	0
EP Wealth Advisors, LLC	Decreased	731,129(-2.0%)	$15.3M	0.1%	+1.76%	0
Lido Advisors, LLC	Decreased	696,445(-2.2%)	$14.6M	0.0%	+14.37%	0
LPL Financial LLC	Increased	649,780(+8.5%)	$13.6M	0.0%	+4.75%	30
Mariner, LLC	Increased	649,578(+7.2%)	$13.6M	0.0%	-0.39%	30
Rockefeller Capital Management L.P.	Increased	632,154(+1.7%)	$13.2M	0.0%	+14.39%	28
TRUIST FINANCIAL CORP	Increased	423,036(+4.6%)	$8.9M	0.0%	-1.68%	29
Kestra Advisory Services, LLC	Increased	414,526(+28.5%)	$8.7M	0.0%	+4.56%	34
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	406,814(+22.4%)	$8.5M	0.0%	+2.81%	33

Showing 1-20 of 59

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer