Inst. Holders
43 funds
IB
IBDZ
ISHARES TR
$24.52 ▼ -0.28%
Prev close $24.596 New Institutional Positions
Snapshot
The big-picture read on IBDZ right now — valuation, ownership and activity at a glance.
Inst. Value
$292.2M
Inst. Activity
6 buys / 2 sells
Price chart 30d -3.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 17, 2026 short_volume
Short Volume: IBDZ — 87.9% short (0.5M / 0.5M)
Short: 465,137 | Exempt: 1,744 | TRF Vol: 529,037 | Short Ratio: 87.9% | Off-exchange volume (dark p
Jun 30, 2026 Inst.
Aptus Capital Advisors, LLC — ADD
2,351,615 shares ($61.3M)
Jun 30, 2026 Inst.
HighTower Advisors, LLC — ADD
504,014 shares ($13.1M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 17, 2026
short_volume
Short Volume: IBDZ — 87.9% short (0.5M / 0.5M)
Short: 465,137 | Exempt: 1,744 | TRF Vol: 529,037 | Short Ratio: 87.9% | Off-exchange volume (dark pool + OTC)
Jul 20, 2026
dark_pool
Dark Pool: IBDZ — 0.1M shares, 385 trades
Week starting 2026-07-20. Total ATS volume: 122,070 shares across 385 trades.
May 25, 2026
dark_pool
Dark Pool: IBDZ — 0.1M shares, 353 trades
Week starting 2026-05-25. Total ATS volume: 54,959 shares across 353 trades.
May 11, 2026
dark_pool
Dark Pool: IBDZ — 0.1M shares, 423 trades
Week starting 2026-05-11. Total ATS volume: 53,979 shares across 423 trades.
May 11, 2026
short_interest
FTD: IBDZ — 589,135 shares ($15.4M) failed to deliver
Settlement: 20260511, Price: $26.13, FTD Value: $15,394,097.55, ISHARES TR IBONDS DEC 2034 TER
Institutional ownership
Which big funds own IBDZ (from quarterly 13F filings) and who is adding or trimming.
43 institutional holders with $292.2M total value (11,219,442 shares) as of 2026-Q2. Top holders: Aptus, MORGAN, BANK. Net buying activity: 6 institutions added/increased vs 2 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 2,351,615 | $61.3M | 21.0% | ADD +71.0% |
| MORGAN STANLEY | 1,514,889 | $39.5M | 13.5% | ADD +45.5% |
| BANK OF AMERICA CORP /DE/ | 1,360,791 | $35.4M | 12.1% | ADD +38.2% |
| ROYAL BANK OF CANADA | 745,780 | $19.4M | 6.6% | — |
| WELLS FARGO & COMPANY/MN | 662,018 | $17.2M | 5.9% | DOUBLED +220.2% |
| HighTower Advisors, LLC | 504,014 | $13.1M | 4.5% | ADD +30.8% |
| AMERIPRISE FINANCIAL INC | 496,658 | $12.9M | 4.4% | DOUBLED +1441.4% |
| RAYMOND JAMES FINANCIAL INC | 411,323 | $10.7M | 3.7% | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 386,053 | $10.1M | 3.4% | ADD +77.1% |
| US BANCORP \DE\ | 382,108 | $10.0M | 3.4% | ADD +26.1% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | ADD | 1,375,000 | 2,351,615 | +71.0% | $61.3M |
| HighTower Advisors, LLC | ADD | 385,423 | 504,014 | +30.8% | $13.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 84,814 | 118,097 | +39.2% | $3.0M |
| LPL Financial LLC | ADD | 65,261 | 84,655 | +29.7% | $2.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 60,084 | 78,195 | +30.1% | $2.0M |
| Cetera Investment Advisers | ADD | 20,581 | 39,425 | +91.6% | $1.0M |
| Rockefeller Capital Management L.P. | TRIM | 5,565 | 3,005 | -46.0% | $78.3K |
| FMR LLC | TRIM | 1,004 | 341 | -66.0% | $8.9K |
| Aptus Capital Advisors, LLC | NEW | — | 1,375,000 | — | $35.8M |
| WELLS FARGO & COMPANY/MN | DOUBLED | 195,275 | 625,178 | +220.2% | $16.3M |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IBDZ.
Shares short
30,742
Settlement Sep 15, 2026
Change vs prior
+26.0%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume