iShares Ibonds Dec 2030IBDVETF
13F holders, Q3 2024 (September 30)189holders +16
23new positions
3sold out
1famous investor
$22.16avg. 13F price*
At the end of Q3 2024, 189 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 16 from Q2 2024. 23 opened new positions and 3 sold out. The largest holders were Ameriprise Financial Inc. ($95.4M), Bank of America Corp. ($76.7M) and Capital Investment Advisors, LLC ($58.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $24.3M |
| Exits | 3 | $1.1M |
All 13F filers, Q2 2024 → Q3 2024: 11,511,319 shares bought and 313,341 shares sold, net +11,197,978 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Ameriprise Financial Inc. | 0.02% | Add +862.5% | 4,303,802 | $95.4M |
| Bank of America Corp. | 0.01% | Add +65.1% | 3,461,603 | $76.7M |
| Capital Investment Advisors, LLC | 1.20% | Add +9.5% | 2,623,120 | $58.2M |
| Aptus Capital Advisors, LLC | 0.88% | Add +38.0% | 2,603,389 | $57.7M |
| Capital Advisors Inc. | 1.03% | Add +4.4% | 2,327,212 | $51.6M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +11.7% | 2,156,307 | $47.8M |
| Wells Fargo & Company | 0.01% | Add +7.5% | 2,010,792 | $44.6M |
| Morgan Stanley | 0.00% | Add +13.0% | 1,878,250 | $41.6M |
| Gateway Advisory, LLC | 5.51% | Add +3.3% | 1,540,405 | $34.2M |
| HighTower Advisors, LLC | 0.05% | Add +23.6% | 1,426,601 | $31.6M |
| Sigma Investment Counselors Inc. | 1.77% | Add +7.4% | 1,364,367 | $30.2M |
| Royal Bank of Canada | 0.01% | Add +4.2% | 1,308,587 | $29.0M |
| US Bancorp \de | 0.04% | Add +0.1% | 1,253,408 | $27.8M |
| UBS Group AG | 0.01% | Add +11.8% | 1,001,915 | $22.2M |
| Klingman & Associates, LLC | 1.34% | Add +10.3% | 979,221 | $21.7M |
| Monumental Financial Group Inc. | 7.97% | Add +44.5% | 968,370 | $21.5M |
| Venture Visionary Partners LLC | 0.86% | Add +7.8% | 872,273 | $19.3M |
| Advisors Capital Management, LLC | 0.26% | Add +2.5% | 714,984 | $15.9M |
| Sound View Wealth Advisors Group, LLC | 1.17% | Add +30.7% | 646,385 | $14.3M |
| Arrow Financial Corp | 1.32% | Add +1.3% | 645,246 | $14.3M |
| NewEdge Advisors, LLC | 0.09% | Add +540.5% | 632,117 | $14.0M |
| Buffington Mohr McNeal | 2.22% | Add +2.4% | 607,607 | $13.5M |
| MV Capital Management, Inc. | 1.39% | Add +5.6% | 589,097 | $13.1M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.0% | 586,026 | $13.0M |
| Mb, Levis & Associates, LLC | 6.36% | Add +1.4% | 581,948 | $12.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -13.6% | 457,968 | $10.2M |
| Commonwealth Financial Services, LLC | 1.76% | Add +7.3% | 403,034 | $8.9M |
| Ironwood Financial, llc | 1.60% | Add +21.3% | 343,727 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +81.0% | 336,508 | $7.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.3% | 327,867 | $7.3M |
| Guidance Point Advisors, LLC | 2.09% | Reduce -5.2% | 310,954 | $6.9M |
| Platte River Wealth Advisors, LLC | 1.84% | Reduce -2.0% | 308,777 | $6.8M |
| Keeler Thomas Management LLC | 2.07% | Add +0.1% | 295,681 | $6.6M |
| Probity Advisors, Inc. | 1.24% | Add +14.9% | 291,446 | $6.5M |
| Howland Capital Management LLC | 0.28% | Add +48.9% | 288,519 | $6.4M |
| Invesco Ltd. | 0.00% | New | 286,975 | $6.4M |
| Lyell Wealth Management, LP | 0.54% | Add +13.5% | 268,570 | $6.0M |
| LPL Financial LLC | 0.00% | Add +26.3% | 262,042 | $5.8M |
| Rwa Wealth Partners, LLC | 0.07% | New | 249,834 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.2% | 249,604 | $5.5M |
| Sandy Spring Bank | 0.22% | Add +8.3% | 238,865 | $5.3M |
| Raymond James & Associates | 0.00% | Add +20.3% | 226,820 | $5.0M |
| Signature Wealth Management Group | 2.01% | Add +1.3% | 226,168 | $5.0M |
| Oak Family Advisors, LLC | 1.66% | Reduce -0.7% | 207,592 | $4.6M |
| 4Thought Financial Group Inc. | 2.83% | Add +1.3% | 206,935 | $4.6M |
| Benjamin Edwards Inc. | 0.07% | Add +530.3% | 203,113 | $4.5M |
| Parallel Advisors, LLC | 0.11% | Add +56.4% | 201,466 | $4.5M |
| Peloton Wealth Strategists | 1.74% | Add +5.3% | 193,900 | $4.3M |
| Krilogy Financial LLC | 0.29% | Add +4.4% | 192,994 | $4.3M |
| Praetorian Wealth Management, Inc. | 0.91% | Add +6.8% | 164,862 | $3.7M |
| Wrapmanager Inc. | 0.89% | Add +2.4% | 155,116 | $3.4M |
| MCF Advisors LLC | 0.24% | Add +1.0% | 154,596 | $3.4M |
| Precedent Wealth Partners, LLC | 1.09% | Add +16.8% | 149,727 | $3.3M |
| Sabal Trust CO | 0.17% | Add +79.4% | 139,189 | $3.1M |
| Citadel Advisors | 0.00% | Add +1311.6% | 137,380 | $3.0M |
| CGN Advisors LLC | 0.30% | Add +5.8% | 136,743 | $3.0M |
| Centric Wealth Management | 0.80% | New | 140,258 | $3.0M |
| Executive Wealth Management, LLC | 0.22% | Add +257.5% | 126,299 | $2.8M |
| Cwm, LLC | 0.01% | Add +12.4% | 123,296 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +10.2% | 113,986 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +50.5% | 113,926 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -7.4% | 107,653 | $2.4M |
| Kintra Wealth, LLC | 1.51% | Add +5.9% | 100,413 | $2.2M |
| IFP Advisors, Inc | 0.07% | Reduce -0.9% | 91,294 | $2.0M |
| Hamel Associates, Inc. | 0.61% | Add +45.0% | 89,510 | $2.0M |
| Houlihan Financial Resource Group, Ltd. | 0.82% | Add +306.9% | 89,000 | $2.0M |
| Coldstream Capital Management Inc. | 0.04% | Add +5.7% | 88,232 | $2.0M |
| Paradigm, Strategies in Wealth Management, LLC | 1.26% | Add +27.8% | 87,599 | $1.9M |
| Quantum Financial Advisors, LLC | 0.30% | Add +15.0% | 86,287 | $1.9M |
| Lido Advisors, LLC | 0.01% | Reduce -7.8% | 86,061 | $1.9M |
| Stonebrook Private Inc. | 0.50% | Add +42.8% | 84,427 | $1.9M |
| STAR Financial Bank | 1.26% | Add +46.2% | 84,422 | $1.9M |
| Flow Traders U.S. LLC | 0.09% | New | 83,132 | $1.8M |
| Instrumental Wealth, LLC | 1.74% | Add +3.5% | 81,739 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +11.4% | 79,294 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Add +64.5% | 78,226 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +3.0% | 77,214 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | Add +7.0% | 76,811 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.07% | New | 76,051 | $1.7M |
| REDW Wealth LLC | 0.43% | Add +2.9% | 76,006 | $1.7M |
| Greater Midwest Financial Group, LLC | 0.94% | New | 72,136 | $1.6M |
| Mariner, LLC | 0.00% | Add +3.4% | 71,962 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +9.0% | 69,334 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Add +16.2% | 65,218 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.5% | 64,011 | $1.4M |
| Cabot Wealth Management Inc. | 0.17% | Add +24.3% | 62,056 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +62.3% | 60,364 | $1.3M |
| Archford Capital Strategies, LLC | 0.20% | Reduce -1.5% | 59,955 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +35.9% | 58,256 | $1.3M |
| Little House Capital LLC | 0.36% | Add +4.5% | 55,858 | $1.2M |
| Asset Dedication, LLC | 0.08% | Reduce -27.5% | 54,347 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.27% | Add +22.2% | 51,899 | $1.2M |
| Segment Wealth Management, LLC | 0.08% | Add +11.5% | 51,530 | $1.1M |
| Associated Banc-Corp | 0.03% | Reduce -4.5% | 49,098 | $1.1M |
| Mendota Financial Group, LLC | 0.48% | Add +10.2% | 45,223 | $1.0M |
| NovaPoint Capital, LLC | 0.31% | Add +15.5% | 45,221 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +58.6% | 44,783 | $993K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +1.5% | 41,470 | $919K |
| CENTRAL TRUST Co | 0.02% | Add +50.6% | 41,231 | $914K |
| Adirondack Trust Co. | 0.35% | Add +89.2% | 40,752 | $903K |
"% 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.