iShares Ibonds Dec 2030IBDVETF
13F holders, Q1 2024 (March 31)150holders
1famous investor
$21.39avg. 13F price*
At the end of Q1 2024, 150 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings. The largest holders were Capital Investment Advisors, LLC ($46.1M), Bank of America Corp. ($41.7M) and UBS Group AG ($39.1M). One famous investor held it 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $21.8M |
| Exits | 5 | $3.5M |
Ownership 150 holders
| Capital Investment Advisors, LLC | 1.07% | Add +12.5% | 2,152,567 | $46.1M |
| Bank of America Corp. | 0.00% | Add +6.5% | 1,947,314 | $41.7M |
| UBS Group AG | 0.01% | Add +9.4% | 1,828,930 | $39.1M |
| Morgan Stanley | 0.00% | Add +8.3% | 1,509,941 | $32.3M |
| Aptus Capital Advisors, LLC | 0.65% | Add +14.0% | 1,413,610 | $30.3M |
| Gateway Advisory, LLC | 5.29% | Add +4.7% | 1,409,046 | $30.2M |
| US Bancorp \de | 0.04% | Add +22.3% | 1,355,758 | $29.0M |
| Sigma Investment Counselors Inc. | 1.60% | Add +29.7% | 1,157,985 | $24.8M |
| Summitry LLC | 1.25% | Reduce -24.3% | 1,114,739 | $23.9M |
| Wells Fargo & Company | 0.01% | Add +194.6% | 1,027,291 | $22.0M |
| Royal Bank of Canada | 0.01% | Reduce -4.8% | 976,176 | $20.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +8.3% | 933,028 | $20.0M |
| Klingman & Associates, LLC | 1.22% | Add +20.9% | 789,420 | $16.9M |
| Venture Visionary Partners LLC | 0.74% | Add +32.0% | 732,912 | $15.7M |
| Advisors Capital Management, LLC | 0.26% | New | 669,165 | $14.3M |
| Arrow Financial Corp | 1.31% | Add +3.7% | 617,630 | $13.2M |
| Buffington Mohr McNeal | 2.27% | Add +11.4% | 587,209 | $12.6M |
| Mb, Levis & Associates, LLC | 6.43% | Add +2.2% | 559,217 | $12.0M |
| Rockefeller Capital Management L.P. | 0.03% | Add +11.4% | 534,602 | $11.4M |
| MV Capital Management, Inc. | 1.30% | Add +36.1% | 531,467 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +3239.2% | 461,242 | $9.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +21.2% | 444,939 | $9.5M |
| Sound View Wealth Advisors Group, LLC | 0.98% | Add +28.0% | 431,141 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.2% | 403,318 | $8.6M |
| Platte River Wealth Advisors, LLC | 1.95% | Add +22.1% | 320,005 | $6.8M |
| Keeler Thomas Management LLC | 2.16% | Add +10.1% | 294,142 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.6% | 293,259 | $6.3M |
| Guidance Point Advisors, LLC | 2.00% | Add +9.7% | 276,447 | $5.9M |
| Ironwood Financial, llc | 1.26% | Add +139.0% | 256,143 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Add +69.3% | 253,908 | $5.4M |
| Lyell Wealth Management, LP | 0.47% | Add +26.4% | 218,035 | $4.7M |
| Signature Wealth Management Group | 2.10% | Add +9.5% | 220,939 | $4.6M |
| Oak Family Advisors, LLC | 1.71% | Add +8.8% | 207,761 | $4.4M |
| Sandy Spring Bank | 0.20% | Add +9.6% | 202,433 | $4.3M |
| 4Thought Financial Group Inc. | 2.72% | Add +15.0% | 193,535 | $4.1M |
| Probity Advisors, Inc. | 0.83% | Add +84.9% | 187,002 | $4.0M |
| LPL Financial LLC | 0.00% | Add +59.2% | 186,420 | $4.0M |
| Krilogy Financial LLC | 0.30% | Add +2.4% | 184,477 | $3.9M |
| Raymond James & Associates | 0.00% | Add +37.9% | 183,055 | $3.9M |
| Peloton Wealth Strategists | 1.55% | Add +9.7% | 175,500 | $3.8M |
| Benjamin F. Edwards & Company, Inc. | 0.06% | Add +8.5% | 152,336 | $3.3M |
| MCF Advisors LLC | 0.25% | Add +1.7% | 151,504 | $3.2M |
| Wrapmanager Inc. | 0.85% | Add +2.1% | 142,282 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.8% | 127,162 | $2.7M |
| Praetorian Wealth Management, Inc. | 0.71% | Add +55.0% | 124,935 | $2.7M |
| Parallel Advisors, LLC | 0.07% | Add +75.0% | 120,040 | $2.6M |
| CGN Advisors LLC | 0.32% | Reduce -14.9% | 119,595 | $2.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +13.6% | 113,587 | $2.4M |
| Precedent Wealth Partners, LLC | 1.02% | Add +14.8% | 110,615 | $2.4M |
| Cwm, LLC | 0.01% | Add +31.3% | 99,401 | $2.1M |
| Old Mission Capital LLC | 0.05% | Add +23.4% | 92,729 | $2.0M |
| IFP Advisors, Inc | 0.09% | Add +5.0% | 92,126 | $2.0M |
| Lido Advisors, LLC | 0.02% | Add +39.1% | 89,797 | $1.9M |
| NewEdge Advisors, LLC | 0.02% | Add +6.6% | 85,812 | $1.8M |
| Kintra Wealth, LLC | 1.20% | Add +5.8% | 75,794 | $1.6M |
| Instrumental Wealth, LLC | 0.70% | Reduce -1.3% | 76,269 | $1.6M |
| Quantum Financial Advisors, LLC | 0.28% | New | 72,082 | $1.5M |
| Neuberger Berman Group LLC | 0.00% | Add +14.8% | 71,165 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -4.7% | 70,218 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +62.4% | 67,255 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.87% | Add +141.2% | 65,756 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.6% | 64,014 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +23.4% | 61,538 | $1.3M |
| Archford Capital Strategies, LLC | 0.21% | Reduce -0.8% | 58,884 | $1.3M |
| Mariner, LLC | 0.00% | Add +185.1% | 57,270 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | New | 53,760 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +206.3% | 53,291 | $1.1M |
| Atria Investments, Inc | 0.02% | New | 51,846 | $1.1M |
| REDW Wealth LLC | 0.30% | Add +32.7% | 51,466 | $1.1M |
| Howland Capital Management LLC | 0.05% | Reduce -31.0% | 47,336 | $1.0M |
| Little House Capital LLC | 0.33% | Reduce -14.8% | 47,179 | $1.0M |
| Stonebrook Private Inc. | 0.28% | Add +70.5% | 45,165 | $967K |
| Farmers National Bank | 0.27% | Add +0.3% | 41,527 | $889K |
| Associated Banc-Corp | 0.03% | Add +38.0% | 40,604 | $869K |
| Mendota Financial Group, LLC | 0.51% | Add +54.1% | 40,574 | $868K |
| Lincoln National Corp. | 0.01% | Add +243.1% | 40,297 | $862K |
| Cabot Wealth Management Inc. | 0.11% | Add +11.2% | 39,617 | $848K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +90.5% | 39,083 | $836K |
| Citadel Advisors | 0.00% | Reduce -48.4% | 37,412 | $801K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +14.7% | 36,927 | $790K |
| Captrust Financial Advisors | 0.00% | Reduce -1.3% | 36,354 | $778K |
| Segment Wealth Management, LLC | 0.06% | Add +51.4% | 35,690 | $764K |
| Beacon Financial Group | 0.09% | Add +39.9% | 35,661 | $763K |
| Truist Financial Corp. | 0.00% | New | 34,820 | $745K |
| Moneco Advisors, LLC | 0.10% | Add +108.6% | 28,790 | $616K |
| Osaic Holdings, Inc. | 0.00% | Add +1117.1% | 27,251 | $583K |
| Benjamin Edwards Inc. | 0.12% | Reduce -6.3% | 27,239 | $583K |
| Integrated Wealth Concepts LLC | 0.01% | Add +45.7% | 27,182 | $582K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $556K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.1% | 25,553 | $547K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.6% | 23,422 | $501K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 23,398 | $501K |
| Stokes Family Office, LLC | 0.06% | Add +9.8% | 22,345 | $478K |
| BCS Wealth Management | 0.15% | Add +116.5% | 21,589 | $462K |
| Gradient Capital Advisors, LLC | 0.17% | Add +37.6% | 21,490 | $460K |
| Executive Wealth Management, LLC | 0.04% | Add +119.2% | 21,023 | $445K |
| PFG Private Wealth Management, LLC | 0.27% | Reduce -94.1% | 19,934 | $427K |
| Mercer Global Advisors Inc. | 0.00% | New | 19,225 | $411K |
| Comerica Bank | 0.00% | Add +100.0% | 19,042 | $407K |
| Roble, Belko & Company, Inc | 0.07% | No change | 18,912 | $405K |
"% 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.