iShares Ibonds Dec 2030IBDVETF
13F holders, Q2 2026 (June 30)350holders +14
28new positions
11sold out
2famous investors
$21.80avg. 13F price*
At the end of Q2 2026, 350 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 14 from Q1 2026. 28 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($209.6M), Aptus Capital Advisors, LLC ($134.1M) and Mercer Global Advisors Inc. ($132.6M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2030 Corp.
- CUSIP
- 46436E726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $19.6M |
| Exits | 11 | $14.0M |
All 13F filers, Q1 2026 → Q2 2026: 9,357,667 shares bought and 2,305,770 shares sold, net +7,051,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| Bank of America Corp. | 0.01% | Add +6.0% | 9,615,369 | $209.6M |
| Aptus Capital Advisors, LLC | 0.98% | Add +1.8% | 6,150,150 | $134.1M |
| Mercer Global Advisors Inc. | 0.16% | Add +13.2% | 6,081,902 | $132.6M |
| Morgan Stanley | 0.01% | Reduce -5.6% | 4,474,434 | $97.5M |
| Raymond James Financial Inc. | 0.03% | Add +1.6% | 4,375,104 | $95.4M |
| Capital Investment Advisors, LLC | 1.23% | Add +4.7% | 4,264,875 | $93.0M |
| Capital Advisors Inc. | 1.04% | Add +1.2% | 3,253,303 | $70.9M |
| UBS Group AG | 0.01% | Add +43.0% | 3,026,804 | $66.0M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 3,017,703 | $65.8M |
| HM Payson & Co. | 0.79% | Add +11.1% | 2,726,515 | $59.4M |
| HighTower Advisors, LLC | 0.05% | Add +6.5% | 2,510,850 | $54.7M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 2,504,175 | $54.6M |
| Sound View Wealth Advisors Group, LLC | 2.54% | Add +7.7% | 1,880,024 | $41.0M |
| Klingman & Associates, LLC | 1.59% | Add +4.0% | 1,715,577 | $37.4M |
| Sigma Investment Counselors Inc. | 1.76% | Add +1.1% | 1,661,062 | $36.2M |
| Gratus Wealth Advisors, LLC | 4.55% | Add +2.6% | 1,641,321 | $35.8M |
| Lido Advisors, LLC | 0.13% | Reduce -19.2% | 1,600,025 | $34.9M |
| Summit Financial, LLC | 0.37% | Reduce -4.3% | 1,540,468 | $33.6M |
| LPL Financial LLC | 0.01% | Add +44.0% | 1,494,454 | $32.6M |
| Kathmere Capital Management, LLC | 1.56% | Reduce -10.2% | 1,348,430 | $29.4M |
| RVW Wealth, LLC | 1.88% | Add +8.6% | 1,309,276 | $28.5M |
| Venture Visionary Partners LLC | 0.77% | Add +9.0% | 1,273,692 | $27.8M |
| NewEdge Advisors, LLC | 0.08% | Add +6.1% | 1,219,208 | $26.6M |
| Woodmont Investment Counsel LLC | 1.44% | Add +13.4% | 1,207,452 | $26.3M |
| US Bancorp \de | 0.03% | Add +2.7% | 1,197,971 | $26.1M |
| Stifel Financial Corp. | 0.02% | Add +2.8% | 1,090,232 | $23.8M |
| Advisors Capital Management, LLC | 0.24% | Add +6.1% | 1,038,921 | $22.6M |
| Howland Capital Management LLC | 0.80% | Add +15.9% | 1,021,727 | $22.3M |
| MV Capital Management, Inc. | 1.80% | Add +1.1% | 930,457 | $20.3M |
| EP Wealth Advisors, LLC | 0.07% | Add +18.8% | 847,911 | $18.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +22.7% | 797,556 | $17.4M |
| BlackRock, Inc. | 0.00% | Add +19.4% | 779,369 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.5% | 762,897 | $16.6M |
| Arrow Financial Corp | 1.37% | Add +2.6% | 702,825 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Add +5.6% | 682,341 | $14.9M |
| First National Trust Co | 0.48% | Add +10.9% | 653,441 | $14.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +20.1% | 650,928 | $14.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.5% | 644,355 | $14.0M |
| Ironwood Financial, llc | 2.18% | Add +16.0% | 644,551 | $13.9M |
| Mariner, LLC | 0.01% | Reduce -9.7% | 592,613 | $12.9M |
| PFG Private Wealth Management, LLC | 5.38% | Reduce -8.2% | 569,999 | $12.4M |
| Probity Advisors, Inc. | 1.78% | Add +9.8% | 569,582 | $12.4M |
| CENTRAL TRUST Co | 0.21% | Add +7.4% | 538,604 | $11.7M |
| Captrust Financial Advisors | 0.02% | Add +9.9% | 534,289 | $11.6M |
| Glenview Trust Co | 0.15% | Add +5.3% | 506,320 | $11.0M |
| Lyell Wealth Management, LP | 0.66% | Add +5.3% | 492,598 | $10.7M |
| Rebalance, LLC | 0.55% | Add +1.3% | 483,987 | $10.6M |
| MinichMacGregor Wealth Management, LLC | 1.57% | Add +4.0% | 474,157 | $10.3M |
| Parkway Wealth Management Group, LLC | 1.17% | Add +0.7% | 466,293 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.1% | 464,538 | $10.1M |
| Snowden Capital Advisors LLC | 0.23% | Add +3.1% | 453,691 | $9.9M |
| Benjamin Edwards Inc. | 0.09% | Reduce -3.2% | 445,634 | $9.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +18.2% | 445,048 | $9.7M |
| Cornerstone Planning, LLC | 2.22% | Add +2.1% | 439,383 | $9.6M |
| Rwa Wealth Partners, LLC | 0.09% | Add +0.3% | 434,649 | $9.5M |
| Guidance Point Advisors, LLC | 2.03% | Add +4.5% | 431,677 | $9.4M |
| Atlantic Union Bankshares Corp | 0.15% | Add +6.2% | 425,145 | $9.3M |
| Centric Wealth Management | 1.42% | No change | 418,846 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.0% | 413,662 | $9.0M |
| Parallel Advisors, LLC | 0.14% | Add +8.9% | 406,873 | $8.9M |
| Peloton Wealth Strategists | 3.29% | Add +5.2% | 394,050 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 390,373 | $8.5M |
| Eight 31 Financial, LLC | 4.79% | Add +2.3% | 369,661 | $8.1M |
| Windsor Capital Management, LLC | 2.02% | Add +47.0% | 356,462 | $7.8M |
| Arcadia Investment Advisors LLC | 3.20% | Add +9.7% | 348,528 | $7.6M |
| LBMC Investment Advisors, LLC | 0.41% | Add +22.7% | 345,712 | $7.5M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 343,567 | $7.5M |
| Allworth Financial LP | 0.03% | Add +17.9% | 338,443 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +53.7% | 331,851 | $7.2M |
| Praetorian Wealth Management, Inc. | 1.14% | Add +2.3% | 304,213 | $6.6M |
| 4Thought Financial Group Inc. | 2.97% | Add +21.3% | 289,935 | $6.3M |
| Atria Investments, Inc | 0.06% | Add +15.5% | 288,553 | $6.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +41.3% | 281,940 | $6.1M |
| Shufro Rose & Co. LLC | 0.34% | Add +137.3% | 274,603 | $6.0M |
| Droms Strauss Advisors Inc. /Mo/ | 1.31% | Add +3.4% | 264,107 | $5.8M |
| InvesTrust | 2.21% | Add +14.7% | 262,812 | $5.7M |
| Wilkins Miller Wealth Management, LLC | 3.07% | Reduce -0.2% | 256,301 | $5.6M |
| Strid Group, LLC | 0.62% | Add +179.3% | 256,065 | $5.6M |
| Virginia Wealth Management Group, Inc. | 2.88% | Add +25.2% | 249,690 | $5.4M |
| Krilogy Financial LLC | 0.16% | Reduce -0.7% | 246,320 | $5.4M |
| IFP Advisors, Inc | 0.10% | Reduce -2.1% | 242,424 | $5.3M |
| Hancock Whitney Corp. | 0.09% | Add +0.9% | 240,440 | $5.2M |
| Members Wealth LLC | 2.76% | Add +11.8% | 230,622 | $5.0M |
| Spinnaker Trust | 0.24% | Add +69.2% | 226,090 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +50.8% | 218,881 | $4.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -12.4% | 218,486 | $4.8M |
| Quantum Financial Advisors, LLC | 0.47% | Add +2.5% | 217,650 | $4.7M |
| Winthrop Partners - WNY, LLC | 2.34% | Add +5.5% | 217,320 | $4.7M |
| Houlihan Financial Resource Group, Ltd. | 1.68% | Add +5.6% | 216,089 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +25.3% | 213,579 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +34.7% | 202,809 | $4.4M |
| Chicago Partners Investment Group LLC | 0.09% | Add +1.1% | 201,353 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +6.5% | 196,779 | $4.3M |
| Rossmore Private Capital | 0.34% | Add +2.9% | 194,579 | $4.2M |
| Precedent Wealth Partners, LLC | 0.70% | Add +19.7% | 194,222 | $4.2M |
| Beaumont Asset Management, L.L.C. | 1.62% | Add +71.3% | 191,235 | $4.2M |
| FourThought Financial Partners, LLC | 0.31% | Add +20.3% | 185,482 | $4.0M |
| Hamel Associates, Inc. | 1.11% | Reduce -1.1% | 185,294 | $4.0M |
| Gotham Asset Management | 0.01% | No change | 180,543 | $3.9M |
| Romano Brothers and Company | 0.39% | Add +3.7% | 180,142 | $3.9M |
"% of holder's portfolio" is IBDV's weight in each manager's 13F, not the share of iShares Ibonds Dec 2030 Corp. the manager owns.