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 |
| First National Trust Co | 0.03% | Add +112.5% | 40,618 | $901K |
| Captrust Financial Advisors | 0.00% | Add +8.9% | 39,725 | $881K |
| Chesley Taft & Associates LLC | 0.04% | Add +45.8% | 39,500 | $876K |
| Jane Street Group, LLC | 0.00% | Reduce -72.3% | 38,277 | $849K |
| Private Advisor Group, LLC | 0.01% | Add +18.3% | 37,826 | $839K |
| Montecito Bank & Trust | 0.14% | Add +91.5% | 36,869 | $817K |
| Beacon Financial Group | 0.09% | Reduce -15.3% | 36,293 | $805K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.1% | 35,509 | $787K |
| LFA - Lugano Financial Advisors SA | 0.51% | New | 33,500 | $743K |
| Glenview Trust Co | 0.01% | Add +10.7% | 33,500 | $743K |
| Meridian Wealth Management, LLC | 0.04% | New | 33,404 | $741K |
| Moneco Advisors, LLC | 0.09% | Add +3.4% | 32,503 | $721K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +28.1% | 30,350 | $673K |
| Safeguard Financial, LLC | 0.15% | Add +106.5% | 28,128 | $624K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -7.5% | 27,569 | $611K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 26,288 | $583K |
| Granite Harbor Advisors, Inc. | 0.34% | Add +4.0% | 26,190 | $581K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $576K |
| Gradient Capital Advisors, LLC | 0.18% | Add +3.3% | 25,130 | $557K |
| Bank of New York Mellon Corp | 0.00% | Add +24.3% | 24,126 | $535K |
| Syntegra Private Wealth Group, LLC | 0.06% | Add +27.7% | 24,012 | $532K |
| Stokes Family Office, LLC | 0.06% | No change | 23,845 | $529K |
| MML Investors Services, LLC | 0.00% | Add +25.3% | 23,492 | $521K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +42.6% | 22,228 | $493K |
| BCS Wealth Management | 0.20% | No change | 21,589 | $479K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | Add +24.0% | 20,374 | $452K |
| Comerica Bank | 0.00% | Add +1.9% | 19,354 | $429K |
| Roble, Belko & Company, Inc | 0.07% | No change | 18,912 | $419K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Add +37.4% | 19,318 | $418K |
| Kesler, Norman & Wride, LLC | 0.08% | Add +14.1% | 18,805 | $417K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +7.5% | 17,282 | $383K |
| Jacobi Capital Management LLC | 0.03% | New | 16,339 | $362K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -0.2% | 15,950 | $354K |
| PFG Private Wealth Management, LLC | 0.20% | Reduce -17.9% | 15,749 | $349K |
| Old Mission Capital LLC | 0.01% | Reduce -34.2% | 15,633 | $347K |
| Laurel Wealth Advisors LLC | 0.06% | Add +2128.6% | 15,600 | $346K |
| Mutual Advisors, LLC | 0.01% | No change | 14,997 | $325K |
| 4J Wealth Management LLC | 0.25% | Add +4.1% | 14,618 | $324K |
| Ritholtz Wealth Management | 0.01% | Add +29.6% | 14,000 | $310K |
| Bank of New Hampshire | 0.08% | No change | 13,730 | $304K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +1.2% | 13,554 | $300K |
| James Investment Research, Inc. | 0.03% | Add +10.0% | 13,150 | $292K |
| Truist Financial Corp. | 0.00% | Reduce -22.8% | 13,004 | $288K |
| Straight Path Wealth Management | 0.12% | No change | 12,549 | $278K |
| Leo Wealth, LLC | 0.02% | New | 11,590 | $257K |
| Scotia Capital Inc. | 0.00% | No change | 11,300 | $251K |
| Summit Wealth Partners, LLC | 0.05% | No change | 11,222 | $249K |
| Oppenheimer & Co. Inc. | 0.00% | New | 10,914 | $242K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 10,900 | $242K |
| Fortis Capital Management LLC | 0.05% | New | 10,634 | $236K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 10,562 | $234K |
| Spinnaker Trust | 0.01% | New | 10,473 | $232K |
| HRT Financial LP | 0.00% | New | 10,287 | $228K |
| Provenance Wealth Advisors, LLC | 0.03% | New | 10,180 | $226K |
| Foundation Wealth Management, LLC | 0.16% | New | 9,758 | $216K |
| Talisman Wealth Advisors LLC | 0.23% | New | 9,697 | $215K |
| Jones Financial Companies LLLP | 0.00% | Add +261.0% | 9,173 | $204K |
| Addison Advisors LLC | 0.05% | Add +6.9% | 7,405 | $164K |
| Bogart Wealth, LLC | 0.01% | Add +15.9% | 6,609 | $147K |
| Banque Cantonale Vaudoise | 0.01% | Add +1.3% | 5,965 | $132K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,850 | $130K |
| Stone House Investment Management, LLC | 0.03% | New | 5,734 | $127K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.4% | 4,815 | $107K |
| Trust Co | 0.01% | Add +98.5% | 4,618 | $102K |
| CVA Family Office, LLC | 0.02% | New | 4,565 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Add +12188.6% | 4,301 | $95K |
| Wells Financial Advisors INC | 0.13% | No change | 4,200 | $93K |
| Phillips Financial Management, LLC | 0.01% | Add +16.3% | 4,049 | $90K |
| Creekmur Asset Management LLC | 0.02% | No change | 3,294 | $73K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +28.9% | 3,022 | $67K |
| Ancora Advisors LLC | 0.00% | New | 2,503 | $55K |
| Element Wealth, LLC | 0.03% | No change | 2,335 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $44K |
| JPMorgan Chase & Co. | 0.00% | No change | 1,396 | $31K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,383 | $31K |
| Valley Wealth Managers, Inc. | 0.00% | Add +19.8% | 1,291 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 1,250 | $28K |
| Principal Securities, Inc. | 0.00% | No change | 1,024 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,000 | $22K |
| Allworth Financial LP | 0.00% | No change | 978 | $22K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 877 | $19K |
| Hemington Wealth Management | 0.01% | New | 926 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Add +212.7% | 741 | $16K |
| Abound Wealth Management | 0.01% | New | 685 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 500 | $11K |
| First PREMIER Bank | 0.00% | No change | 351 | $8K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.2% | 258 | $6K |
| BlackRock, Inc. | 0.00% | — | 55 | $1K |
| FMR LLC | 0.00% | No change | 1 | $22 |
"% 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.