Funds holding iShares iBonds Dec 2031 Term C
ISIN US46436E4860 · United States · LEI 549300LR0SMCL4YVFM54
- Fund holders
- 3
- Of which ETFs
- 2 1 other fund
- Value held
- 180.3M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Aptus Defined Risk ETF ETF Series Solutions | 7,443,522 | 155.9M $ | 10.53 % | as of Apr 30, 2026 ↗ |
| Advisors Capital Tactical Fixed Income Fund NEIMAN FUNDS | 1,161,600 | 24.3M $ | 12.46 % | as of Mar 31, 2026 ↗ |
| Fundamentals First ETF Mason Capital Fund Trust | 3,780 | 79.1K $ | 1.26 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Advisors Capital Tactical Fixed Income Fund NEIMAN FUNDS | 12.46 % | as of Mar 31, 2026 ↗ |
| Aptus Defined Risk ETF ETF Series Solutions | 10.53 % | as of Apr 30, 2026 ↗ |
| Fundamentals First ETF Mason Capital Fund Trust | 1.26 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 3 | 0 | 8,608,902 | +2.3 % |
| 2026Q1 | 3 | 0 | 8,416,845 | +4.4 % |
| 2025Q4 | 3 | 0 | 8,062,655 | +7.8 % |
| 2025Q3 | 3 | 0 | 7,479,210 | +8.6 % |
| 2025Q2 | 3 | +1 | 6,889,487 | +886.0 % |
| 2025Q1 | 2 | -1 | 698,716 | -85.9 % |
| 2024Q4 | 3 | 0 | 4,957,642 | +48.3 % |
| 2024Q3 | 3 | 0 | 3,343,770 | +22.3 % |
| 2024Q2 | 3 | -1 | 2,735,066 | +37.2 % |
| 2023Q4 | 4 | 1,993,275 |
Institutional managers
288 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Aptus Capital Advisors, LLC | 7,393,304 | 154.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 5,166,787 | 108.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 5,058,827 | 105.9M $ | as of Mar 31, 2026 |
| Capital Investment Advisors, LLC | 3,841,541 | 80.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,566,527 | 74.6M $ | as of Mar 31, 2026 |
| CAPITAL ADVISORS INC/OK | 3,316,750 | 69.4M $ | as of Mar 31, 2026 |
| Venture Visionary Partners LLC | 2,853,427 | 59.7M $ | as of Mar 31, 2026 |
| Sarver Vrooman Wealth Advisors | 2,194,181 | 45.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 2,080,313 | 43.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 2,058,364 | 43.1M $ | as of Mar 31, 2026 |
| Summit Financial, LLC | 1,900,235 | 39.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,894,630 | 39.7M $ | as of Mar 31, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | 1,816,012 | 38M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,773,629 | 37.1M $ | as of Mar 31, 2026 |
| Advisors Capital Management, LLC | 1,749,262 | 36.6M $ | as of Mar 31, 2026 |
| Klingman & Associates, LLC | 1,699,798 | 35.6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,607,751 | 33.7M $ | as of Mar 31, 2026 |
| SUMMITRY LLC | 1,604,622 | 33.6M $ | as of Mar 31, 2026 |
| Sound View Wealth Advisors Group, LLC | 1,182,844 | 24.8M $ | as of Mar 31, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | 936,335 | 19.6M $ | as of Mar 31, 2026 |
| MV CAPITAL MANAGEMENT, INC. | 912,123 | 19.1M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 909,529 | 19M $ | as of Mar 31, 2026 |
| US BANCORP \DE\ | 891,295 | 18.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 769,745 | 16.1M $ | as of Mar 31, 2026 |
| EP Wealth Advisors, LLC | 731,129 | 15.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding iShares iBonds Dec 2031 Term C". https://titelia.com/en/stocks/ishares-ibonds-dec-2031-term-c-US46436E4860