iShares Ibonds Dec 2030IBDVETF
13F holders, Q2 2024 (June 30)173holders +23
24new positions
3sold out
1famous investor
$21.25avg. 13F price*
At the end of Q2 2024, 173 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 23 from Q1 2024. 24 opened new positions and 3 sold out. The largest holders were Capital Investment Advisors, LLC ($50.9M), Capital Advisors Inc. ($47.4M) and Bank of America Corp. ($44.6M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $81.9M |
| Exits | 3 | $25.1M |
All 13F filers, Q1 2024 → Q2 2024: 9,624,466 shares bought and 2,561,721 shares sold, net +7,062,745 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 173 holders
| Capital Investment Advisors, LLC | 1.15% | Add +11.3% | 2,395,621 | $50.9M |
| Capital Advisors Inc. | 0.98% | New | 2,229,604 | $47.4M |
| Bank of America Corp. | 0.00% | Add +7.7% | 2,097,197 | $44.6M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +106.9% | 1,930,803 | $41.0M |
| Aptus Capital Advisors, LLC | 0.76% | Add +33.4% | 1,886,176 | $40.1M |
| Wells Fargo & Company | 0.01% | Add +82.1% | 1,871,102 | $39.8M |
| Morgan Stanley | 0.00% | Add +10.1% | 1,662,450 | $35.3M |
| Gateway Advisory, LLC | 5.38% | Add +5.8% | 1,491,356 | $31.7M |
| Sigma Investment Counselors Inc. | 1.69% | Add +9.7% | 1,270,404 | $27.0M |
| Royal Bank of Canada | 0.01% | Add +28.6% | 1,255,352 | $26.7M |
| US Bancorp \de | 0.04% | Reduce -7.7% | 1,251,587 | $26.6M |
| HighTower Advisors, LLC | 0.04% | Add +354.5% | 1,153,954 | $24.5M |
| UBS Group AG | 0.01% | Reduce -51.0% | 896,099 | $19.1M |
| Klingman & Associates, LLC | 1.28% | Add +12.5% | 887,863 | $18.9M |
| Venture Visionary Partners LLC | 0.80% | Add +10.4% | 809,324 | $17.2M |
| Advisors Capital Management, LLC | 0.26% | Add +4.2% | 697,191 | $14.8M |
| Monumental Financial Group Inc. | 6.21% | New | 670,070 | $14.2M |
| Arrow Financial Corp | 1.32% | Add +3.1% | 636,730 | $13.5M |
| Buffington Mohr McNeal | 2.21% | Add +1.1% | 593,465 | $12.6M |
| Mb, Levis & Associates, LLC | 6.41% | Add +2.6% | 573,649 | $12.2M |
| MV Capital Management, Inc. | 1.33% | Add +5.0% | 557,993 | $11.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.5% | 547,920 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +19.1% | 529,729 | $11.3M |
| Sound View Wealth Advisors Group, LLC | 1.08% | Add +14.7% | 494,404 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.9% | 447,142 | $9.5M |
| Commonwealth Financial Services, LLC | 1.65% | New | 375,713 | $8.0M |
| Guidance Point Advisors, LLC | 2.27% | Add +18.7% | 328,069 | $7.0M |
| Platte River Wealth Advisors, LLC | 1.88% | Reduce -1.5% | 315,205 | $6.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.2% | 311,437 | $6.6M |
| Keeler Thomas Management LLC | 2.14% | Add +0.4% | 295,297 | $6.3M |
| Ironwood Financial, llc | 1.35% | Add +10.6% | 283,287 | $6.0M |
| Probity Advisors, Inc. | 1.12% | Add +35.6% | 253,541 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -47.0% | 244,307 | $5.2M |
| Lyell Wealth Management, LP | 0.48% | Add +8.5% | 236,645 | $5.0M |
| Signature Wealth Management Group | 2.08% | Add +1.1% | 223,371 | $4.7M |
| Sandy Spring Bank | 0.21% | Add +9.0% | 220,661 | $4.7M |
| Oak Family Advisors, LLC | 1.69% | Add +0.6% | 209,082 | $4.4M |
| LPL Financial LLC | 0.00% | Add +11.3% | 207,467 | $4.4M |
| 4Thought Financial Group Inc. | 2.70% | Add +5.6% | 204,376 | $4.3M |
| Howland Capital Management LLC | 0.20% | Add +309.4% | 193,794 | $4.1M |
| Raymond James & Associates | 0.00% | Add +3.0% | 188,609 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +46.2% | 185,904 | $4.0M |
| Krilogy Financial LLC | 0.29% | Add +0.2% | 184,824 | $3.9M |
| Peloton Wealth Strategists | 1.64% | Add +5.0% | 184,200 | $3.9M |
| Members Wealth LLC | 2.51% | — | 172,015 | $3.7M |
| Benjamin F. Edwards & Company, Inc. | 0.06% | Add +10.0% | 167,570 | $3.6M |
| Praetorian Wealth Management, Inc. | 0.84% | Add +23.6% | 154,394 | $3.3M |
| MCF Advisors LLC | 0.25% | Add +1.0% | 153,046 | $3.3M |
| Wrapmanager Inc. | 0.89% | Add +6.5% | 151,498 | $3.2M |
| Jane Street Group, LLC | 0.00% | New | 138,370 | $2.9M |
| CGN Advisors LLC | 0.32% | Add +8.1% | 129,286 | $2.7M |
| Parallel Advisors, LLC | 0.07% | Add +7.3% | 128,832 | $2.7M |
| Precedent Wealth Partners, LLC | 1.10% | Add +15.9% | 128,207 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.3% | 116,212 | $2.5M |
| Cwm, LLC | 0.01% | Add +10.4% | 109,696 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +53.8% | 103,405 | $2.2M |
| NewEdge Advisors, LLC | 0.02% | Add +15.0% | 98,688 | $2.1M |
| Kintra Wealth, LLC | 1.43% | Add +25.1% | 94,793 | $2.0M |
| Lido Advisors, LLC | 0.02% | Add +3.9% | 93,294 | $2.0M |
| IFP Advisors, Inc | 0.08% | Add +0.0% | 92,146 | $2.0M |
| Coldstream Capital Management Inc. | 0.04% | Add +35.7% | 83,486 | $1.8M |
| Instrumental Wealth, LLC | 1.75% | Add +3.6% | 78,996 | $1.7M |
| Sabal Trust CO | 0.10% | New | 77,584 | $1.6M |
| Quantum Financial Advisors, LLC | 0.28% | Add +4.1% | 75,013 | $1.6M |
| Asset Dedication, LLC | 0.11% | New | 74,990 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +6.8% | 74,957 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | — | 75,708 | $1.6M |
| REDW Wealth LLC | 0.41% | Add +43.5% | 73,834 | $1.6M |
| Neuberger Berman Group LLC | 0.00% | Add +0.9% | 71,776 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +37.3% | 71,184 | $1.5M |
| Mariner, LLC | 0.00% | Add +21.5% | 69,578 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.90% | Add +4.3% | 68,570 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +133.5% | 63,623 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.5% | 63,056 | $1.3M |
| Hamel Associates, Inc. | 0.41% | New | 61,725 | $1.3M |
| Archford Capital Strategies, LLC | 0.21% | Add +3.4% | 60,892 | $1.3M |
| Stonebrook Private Inc. | 0.36% | Add +30.9% | 59,139 | $1.3M |
| STAR Financial Bank | 0.95% | New | 57,760 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | Add +4.4% | 56,130 | $1.2M |
| Little House Capital LLC | 0.36% | Add +13.3% | 53,475 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +26.7% | 51,432 | $1.1M |
| Cabot Wealth Management Inc. | 0.14% | Add +26.0% | 49,915 | $1.1M |
| Segment Wealth Management, LLC | 0.07% | Add +29.5% | 46,220 | $983K |
| Farmers National Bank | 0.28% | Add +3.5% | 42,982 | $914K |
| Cetera Investment Advisers | 0.00% | Reduce -19.6% | 42,854 | $911K |
| Beacon Financial Group | 0.10% | Add +20.2% | 42,850 | $911K |
| Cherry Tree Wealth Management, LLC | 0.23% | Add +280.1% | 42,463 | $903K |
| Mendota Financial Group, LLC | 0.47% | Add +1.2% | 41,053 | $873K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +4.6% | 40,872 | $869K |
| NovaPoint Capital, LLC | 0.28% | New | 39,153 | $832K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +181.7% | 37,196 | $791K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 36,482 | $776K |
| Executive Wealth Management, LLC | 0.14% | Add +68.1% | 35,332 | $751K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -4.8% | 35,136 | $747K |
| Benjamin Edwards Inc. | 0.13% | Add +18.3% | 32,225 | $685K |
| Private Advisor Group, LLC | 0.00% | Add +195.6% | 31,973 | $680K |
| Moneco Advisors, LLC | 0.10% | Add +9.2% | 31,434 | $668K |
| Glenview Trust Co | 0.01% | New | 30,250 | $643K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.7% | 29,808 | $634K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.5% | 28,232 | $600K |
| CENTRAL TRUST Co | 0.01% | Add +16.9% | 27,380 | $582K |
| Chesley Taft & Associates LLC | 0.03% | Add +129.7% | 27,100 | $576K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +12.3% | 26,288 | $559K |
| Susquehanna International Group, LLP | 0.00% | Add +62.0% | 26,178 | $557K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $553K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +70.4% | 25,183 | $535K |
| Gradient Capital Advisors, LLC | 0.18% | Add +13.3% | 24,339 | $517K |
| Stokes Family Office, LLC | 0.06% | Add +6.7% | 23,845 | $507K |
| Old Mission Capital LLC | 0.01% | Reduce -74.4% | 23,754 | $505K |
| Penobscot Investment Management Company, Inc. | 0.05% | Add +99.2% | 23,700 | $504K |
| Houlihan Financial Resource Group, Ltd. | 0.32% | New | 21,875 | $465K |
| BCS Wealth Management | 0.22% | No change | 21,589 | $459K |
| Adirondack Trust Co. | 0.19% | Add +47.3% | 21,534 | $458K |
| Bank of New York Mellon Corp | 0.00% | Add +79.5% | 19,414 | $413K |
| Montecito Bank & Trust | 0.08% | Add +32.8% | 19,255 | $409K |
| PFG Private Wealth Management, LLC | 0.25% | Reduce -3.7% | 19,188 | $408K |
| First National Trust Co | 0.02% | New | 19,118 | $406K |
| Comerica Bank | 0.00% | Reduce -0.3% | 18,986 | $404K |
| Roble, Belko & Company, Inc | 0.07% | No change | 18,912 | $402K |
| Syntegra Private Wealth Group, LLC | 0.05% | Add +3.0% | 18,801 | $400K |
| MML Investors Services, LLC | 0.00% | Add +51.0% | 18,745 | $399K |
| Truist Financial Corp. | 0.00% | Reduce -51.6% | 16,849 | $358K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Reduce -2.5% | 16,430 | $356K |
| Kesler, Norman & Wride, LLC | 0.07% | No change | 16,478 | $350K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 16,072 | $341K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.2% | 15,978 | $340K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +32.5% | 15,591 | $331K |
| Mutual Advisors, LLC | 0.01% | Add +3.5% | 14,997 | $324K |
| Prosperity Planning, Inc. | 0.11% | New | 15,174 | $323K |
| Mercer Global Advisors Inc. | 0.00% | Add +147.3% | 47,547 | $320K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +5.7% | 14,062 | $299K |
| 4J Wealth Management LLC | 0.25% | No change | 14,038 | $298K |
| Bank of New Hampshire | 0.08% | Reduce -3.9% | 13,730 | $292K |
| Safeguard Financial, LLC | 0.08% | Add +40.1% | 13,621 | $290K |
| Bradley & Co. Private Wealth Management, LLC | 0.21% | Reduce -2.4% | 13,590 | $289K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +1.0% | 13,397 | $285K |
| Straight Path Wealth Management | 0.14% | Add +27.3% | 12,549 | $267K |
| James Investment Research, Inc. | 0.03% | No change | 11,950 | $254K |
| Scotia Capital Inc. | 0.00% | No change | 11,300 | $240K |
| Summit Wealth Partners, LLC | 0.05% | No change | 11,222 | $239K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 10,900 | $232K |
| Ritholtz Wealth Management | 0.01% | No change | 10,800 | $230K |
| Gratus Wealth Advisors, LLC | 0.04% | New | 10,249 | $220K |
| Citadel Advisors | 0.00% | Reduce -74.0% | 9,732 | $207K |
| Addison Advisors LLC | 0.05% | Add +198.5% | 6,925 | $147K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,850 | $125K |
| Banque Cantonale Vaudoise | 0.01% | New | 5,891 | $125K |
| Bogart Wealth, LLC | 0.01% | No change | 5,700 | $121K |
| Harbour Investments, Inc. | 0.00% | Add +3.8% | 4,881 | $104K |
| Wells Financial Advisors INC | 0.06% | No change | 4,200 | $89K |
| Phillips Financial Management, LLC | 0.01% | Add +205.3% | 3,481 | $74K |
| Creekmur Asset Management LLC | 0.02% | New | 3,294 | $70K |
| Jones Financial Companies LLLP | 0.00% | New | 2,541 | $54K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,345 | $50K |
| Element Wealth, LLC | 0.03% | No change | 2,335 | $50K |
| Trust Co | 0.01% | No change | 2,326 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $43K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,396 | $30K |
| Global Retirement Partners, LLC | 0.00% | Reduce -36.3% | 1,383 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 1,250 | $27K |
| Valley Wealth Managers, Inc. | 0.00% | New | 1,078 | $23K |
| Principal Securities, Inc. | 0.00% | No change | 1,024 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | New | 1,000 | $21K |
| Allworth Financial LP | 0.00% | No change | 978 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.3% | 867 | $18K |
| Laurel Wealth Advisors LLC | 0.00% | New | 700 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 500 | $11K |
| First PREMIER Bank | 0.00% | New | 351 | $7K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.2% | 255 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | Add +264.6% | 237 | $5K |
| BlackRock Inc. | 0.00% | Reduce -96.0% | 55 | $1K |
| Farther Finance Advisors, LLC | 0.00% | New | 35 | $739 |
| FMR LLC | 0.00% | New | 1 | $21 |
"% 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.