iShares Ibonds Dec 2030IBDVETF
13F holders, Q4 2024 (December 31)212holders +23
24new positions
9sold out
1famous investor
$21.36avg. 13F price*
At the end of Q4 2024, 212 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 23 from Q3 2024. 24 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($92.7M), Bank of America Corp. ($82.7M) and Ameriprise Financial Inc. ($73.1M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $36.6M |
| Exits | 9 | $2.7M |
All 13F filers, Q3 2024 → Q4 2024: 8,758,162 shares bought and 1,579,418 shares sold, net +7,178,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 212 holders
| Aptus Capital Advisors, LLC | 1.10% | Add +66.8% | 4,341,723 | $92.7M |
| Bank of America Corp. | 0.01% | Add +11.8% | 3,870,919 | $82.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -20.5% | 3,422,727 | $73.1M |
| Capital Investment Advisors, LLC | 1.26% | Add +10.2% | 2,890,502 | $61.7M |
| Raymond James Financial Inc. | 0.02% | — | 2,660,892 | $56.8M |
| Capital Advisors Inc. | 1.05% | Add +6.5% | 2,478,139 | $52.9M |
| Morgan Stanley | 0.00% | Add +16.1% | 2,180,192 | $46.6M |
| Wells Fargo & Company | 0.01% | Add +7.3% | 2,158,079 | $46.1M |
| HighTower Advisors, LLC | 0.05% | Add +30.1% | 1,855,633 | $39.6M |
| Royal Bank of Canada | 0.01% | Add +35.3% | 1,770,354 | $37.8M |
| Sigma Investment Counselors Inc. | 1.83% | Add +7.0% | 1,460,180 | $31.2M |
| US Bancorp \de | 0.03% | Reduce -6.3% | 1,174,209 | $25.1M |
| Klingman & Associates, LLC | 1.58% | Add +19.4% | 1,169,191 | $25.0M |
| Apollon Wealth Management, LLC | 0.51% | New | 1,037,175 | $22.2M |
| UBS Group AG | 0.00% | Reduce -0.8% | 994,299 | $21.2M |
| Venture Visionary Partners LLC | 0.83% | Add +5.1% | 916,712 | $19.6M |
| Advisors Capital Management, LLC | 0.25% | Add +3.3% | 738,334 | $15.8M |
| Sound View Wealth Advisors Group, LLC | 1.18% | Add +6.4% | 687,539 | $14.7M |
| MV Capital Management, Inc. | 1.54% | Add +14.6% | 674,793 | $14.4M |
| Arrow Financial Corp | 1.35% | Add +3.4% | 667,244 | $14.3M |
| NewEdge Advisors, LLC | 0.08% | Reduce -0.1% | 631,335 | $13.5M |
| Buffington Mohr McNeal | 2.21% | Add +2.9% | 625,184 | $13.4M |
| Mb, Levis & Associates, LLC | 6.31% | Add +1.4% | 589,958 | $12.6M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.4% | 577,968 | $12.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +63.1% | 548,801 | $11.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +14.5% | 524,198 | $11.2M |
| Howland Capital Management LLC | 0.38% | Add +42.5% | 411,131 | $8.8M |
| Commonwealth Financial Services, LLC | 1.72% | Add +2.0% | 410,980 | $8.8M |
| Lido Advisors, LLC | 0.05% | Add +338.3% | 377,194 | $8.1M |
| Probity Advisors, Inc. | 1.55% | Add +29.4% | 377,176 | $8.1M |
| MinichMacGregor Wealth Management, LLC | 1.65% | New | 372,600 | $8.0M |
| Ironwood Financial, llc | 1.59% | Add +3.3% | 355,057 | $7.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.8% | 353,581 | $7.6M |
| LPL Financial LLC | 0.00% | Add +32.1% | 346,148 | $7.4M |
| Rwa Wealth Partners, LLC | 0.09% | Add +37.6% | 343,826 | $7.3M |
| Centric Wealth Management | 1.91% | Add +135.7% | 330,539 | $7.1M |
| Guidance Point Advisors, LLC | 1.98% | Add +2.1% | 317,523 | $6.8M |
| Lyell Wealth Management, LP | 0.58% | Add +12.7% | 302,673 | $6.5M |
| Nestegg Advisors, Inc. | 6.31% | — | 290,205 | $6.2M |
| Keeler Thomas Management LLC | 2.16% | Reduce -3.9% | 284,181 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.2% | 277,452 | $5.9M |
| Wilkins Miller Wealth Management, LLC | 5.84% | — | 261,491 | $5.6M |
| Parallel Advisors, LLC | 0.12% | Add +23.8% | 249,375 | $5.3M |
| Sandy Spring Bank | 0.21% | Add +2.5% | 244,861 | $5.2M |
| Signature Wealth Management Group | 2.07% | Add +6.4% | 240,544 | $5.1M |
| Peloton Wealth Strategists | 2.08% | Add +22.3% | 237,100 | $5.1M |
| Benjamin Edwards Inc. | 0.07% | Add +11.3% | 226,011 | $4.8M |
| 4Thought Financial Group Inc. | 2.82% | Add +2.8% | 212,728 | $4.5M |
| Krilogy Financial LLC | 0.27% | Reduce -0.8% | 191,482 | $4.1M |
| Members Wealth LLC | 2.94% | — | 184,654 | $3.9M |
| Praetorian Wealth Management, Inc. | 0.96% | Add +11.6% | 184,036 | $3.9M |
| Hamel Associates, Inc. | 1.23% | Add +100.6% | 179,569 | $3.8M |
| Sabal Trust CO | 0.22% | Add +28.3% | 178,610 | $3.8M |
| Executive Wealth Management, LLC | 0.29% | Add +36.5% | 172,392 | $3.7M |
| CENTRAL TRUST Co | 0.09% | Add +315.5% | 171,312 | $3.7M |
| MCF Advisors LLC | 0.23% | Add +1.4% | 156,689 | $3.3M |
| Wrapmanager Inc. | 0.85% | Add +0.5% | 155,866 | $3.3M |
| CGN Advisors LLC | 0.32% | Add +11.8% | 152,907 | $3.3M |
| Precedent Wealth Partners, LLC | 0.97% | Reduce -6.9% | 139,419 | $3.0M |
| Oak Family Advisors, LLC | 1.15% | Reduce -33.7% | 137,605 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +26.7% | 136,428 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +63.7% | 128,063 | $2.7M |
| Cwm, LLC | 0.01% | Add +3.4% | 127,450 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +10.8% | 126,248 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.4% | 124,667 | $2.7M |
| Houlihan Financial Resource Group, Ltd. | 1.12% | Add +37.6% | 122,452 | $2.6M |
| STAR Financial Bank | 1.63% | Add +25.4% | 105,877 | $2.3M |
| Kintra Wealth, LLC | 1.55% | Add +3.9% | 104,361 | $2.2M |
| First National Trust Co | 0.08% | Add +139.5% | 97,268 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +57.2% | 94,879 | $2.0M |
| IFP Advisors, Inc | 0.07% | Add +3.0% | 94,020 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +35.2% | 93,765 | $2.0M |
| Mariner, LLC | 0.00% | Add +29.6% | 93,299 | $2.0M |
| Quantum Financial Advisors, LLC | 0.30% | Add +7.5% | 92,800 | $2.0M |
| Stonebrook Private Inc. | 0.52% | Add +9.8% | 92,664 | $2.0M |
| Wealthstar Advisors, LLC | 0.84% | — | 91,067 | $1.9M |
| Atria Investments, Inc | 0.02% | Add +14.5% | 90,817 | $1.9M |
| Instrumental Wealth, LLC | 1.82% | Add +9.3% | 89,374 | $1.9M |
| Cetera Investment Advisers | 0.00% | Add +54.4% | 89,956 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -36.8% | 86,848 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +7.8% | 82,015 | $1.8M |
| Greater Midwest Financial Group, LLC | 1.11% | Add +13.6% | 81,912 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 80,626 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.11% | Reduce -9.9% | 78,945 | $1.7M |
| Adirondack Trust Co. | 0.64% | Add +93.7% | 78,938 | $1.7M |
| Cornerstone Planning, LLC | 0.64% | — | 77,827 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -11.9% | 77,731 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | No change | 76,811 | $1.6M |
| Associated Banc-Corp | 0.05% | Add +55.6% | 76,394 | $1.6M |
| Flow Traders U.S. LLC | 0.06% | Reduce -8.6% | 75,969 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +47.4% | 75,945 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +54.5% | 69,172 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Add +5.2% | 68,621 | $1.5M |
| Glenview Trust Co | 0.03% | Add +98.5% | 66,500 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.6% | 66,310 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +67.3% | 64,040 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | New | 62,630 | $1.3M |
| Cabot Wealth Management Inc. | 0.17% | Add +0.9% | 62,598 | $1.3M |
| Laurel Wealth Advisors LLC | 0.20% | Add +281.7% | 59,550 | $1.3M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -1.4% | 59,093 | $1.3M |
"% 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.