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 |
| Cherry Tree Wealth Management, LLC | 0.31% | Add +11.8% | 58,045 | $1.2M |
| Invesco Ltd. | 0.00% | Reduce -80.3% | 56,406 | $1.2M |
| Chesley Taft & Associates LLC | 0.05% | Add +34.4% | 53,100 | $1.1M |
| Meridian Wealth Management, LLC | 0.05% | Add +58.0% | 52,791 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +25.0% | 51,847 | $1.1M |
| Little House Capital LLC | 0.32% | Reduce -7.3% | 51,752 | $1.1M |
| REDW Wealth LLC | 0.37% | Reduce -34.3% | 49,955 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | New | 49,853 | $1.1M |
| NovaPoint Capital, LLC | 0.31% | Add +6.1% | 47,996 | $1.0M |
| Penobscot Investment Management Company, Inc. | 0.09% | Add +53.2% | 46,500 | $993K |
| Beacon Financial Group | 0.11% | Add +26.4% | 45,872 | $980K |
| Centricity Wealth Management, LLC | 0.89% | — | 44,710 | $955K |
| Farmers National Bank | 0.27% | — | 42,845 | $915K |
| Leo Wealth, LLC | 0.08% | Add +269.4% | 42,818 | $915K |
| Captrust Financial Advisors | 0.00% | Add +7.2% | 42,585 | $910K |
| Montecito Bank & Trust | 0.15% | Add +10.2% | 40,643 | $868K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +12.5% | 39,959 | $854K |
| LifePlan Financial, LLC | 0.75% | New | 39,714 | $848K |
| Private Advisor Group, LLC | 0.00% | Add +3.1% | 39,007 | $833K |
| Mendota Financial Group, LLC | 0.51% | Reduce -18.3% | 36,930 | $789K |
| Fulton Breakefield Broenniman LLC | 0.06% | Add +64.6% | 36,596 | $782K |
| Oppenheimer & Co. Inc. | 0.01% | Add +220.1% | 34,934 | $746K |
| Moneco Advisors, LLC | 0.08% | Add +2.5% | 33,305 | $711K |
| Bank of New Hampshire | 0.18% | Add +137.5% | 32,605 | $696K |
| Granite Harbor Advisors, Inc. | 0.37% | Add +19.6% | 31,337 | $669K |
| Bank of New York Mellon Corp | 0.00% | Add +24.8% | 30,098 | $643K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.1% | 28,437 | $607K |
| Gradient Capital Advisors, LLC | 0.19% | Add +10.0% | 27,647 | $591K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +0.5% | 26,413 | $564K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $555K |
| Jacobi Capital Management LLC | 0.04% | Add +58.2% | 25,855 | $552K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | Add +21.9% | 24,831 | $530K |
| MML Investors Services, LLC | 0.00% | Add +4.1% | 24,458 | $522K |
| Stokes Family Office, LLC | 0.05% | No change | 23,845 | $509K |
| Safeguard Financial, LLC | 0.11% | Reduce -16.9% | 23,361 | $499K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | New | 23,045 | $492K |
| First Interstate Bank | 0.03% | New | 22,578 | $482K |
| TD Waterhouse Canada Inc. | 0.00% | New | 22,495 | $480K |
| Roble, Belko & Company, Inc | 0.07% | Add +14.9% | 21,728 | $464K |
| BCS Wealth Management | 0.11% | No change | 21,589 | $461K |
| Comerica Bank | 0.00% | Add +10.7% | 21,427 | $458K |
| Creative Planning | 0.00% | New | 20,983 | $448K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +21.4% | 20,979 | $448K |
| Crews Bank & Trust | 0.07% | — | 20,620 | $440K |
| LFA - Lugano Financial Advisors SA | 0.29% | Reduce -38.7% | 20,533 | $439K |
| Newman Dignan & Sheerar, Inc. | 0.11% | Add +6.3% | 20,532 | $439K |
| Mutual Advisors, LLC | 0.01% | Add +26.2% | 18,920 | $404K |
| Jones Financial Companies LLLP | 0.00% | Add +93.6% | 17,758 | $379K |
| Ritholtz Wealth Management | 0.01% | Add +19.6% | 16,750 | $358K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.6% | 16,366 | $350K |
| PFG Private Wealth Management, LLC | 0.19% | No change | 15,749 | $336K |
| Foundation Wealth Management, LLC | 0.25% | Add +57.0% | 15,317 | $327K |
| Cary Street Partners Financial LLC | 0.01% | — | 15,309 | $327K |
| Spinnaker Trust | 0.02% | Add +45.0% | 15,186 | $324K |
| 4J Wealth Management LLC | 0.26% | Add +3.1% | 15,068 | $322K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +1.6% | 13,766 | $294K |
| Truist Financial Corp. | 0.00% | Add +4.7% | 13,619 | $291K |
| DecisionMap Wealth Management, LLC | 0.21% | — | 12,595 | $269K |
| Straight Path Wealth Management | 0.11% | No change | 12,549 | $268K |
| Provenance Wealth Advisors, LLC | 0.03% | Add +22.9% | 12,506 | $267K |
| Kesler, Norman & Wride, LLC | 0.06% | Reduce -35.7% | 12,088 | $258K |
| Hurley Capital, LLC | 0.21% | — | 12,048 | $257K |
| Scotia Capital Inc. | 0.00% | No change | 11,300 | $241K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,108 | $237K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 10,900 | $233K |
| Reliant Wealth Planning | 0.11% | New | 10,779 | $230K |
| Redwood Financial Network Corp | 0.17% | New | 10,706 | $229K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 10,562 | $226K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -12.6% | 9,803 | $209K |
| Kades & Cheifetz LLC | 0.11% | New | 9,631 | $206K |
| Syntegra Private Wealth Group, LLC | 0.02% | Reduce -60.8% | 9,423 | $201K |
| Bradley & Co. Private Wealth Management, LLC | 0.12% | — | 8,785 | $188K |
| Bogart Wealth, LLC | 0.01% | Add +5.3% | 6,960 | $149K |
| Addison Advisors LLC | 0.04% | Reduce -6.5% | 6,925 | $148K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +17.1% | 6,850 | $146K |
| Harbour Investments, Inc. | 0.00% | Add +25.5% | 6,044 | $129K |
| Arcadia Investment Advisors LLC | 0.07% | New | 5,829 | $125K |
| Trust Co | 0.01% | No change | 4,618 | $99K |
| CVA Family Office, LLC | 0.02% | No change | 4,565 | $98K |
| 10Elms LLP | 0.12% | — | 4,551 | $97K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.5% | 4,367 | $93K |
| Allworth Financial LP | 0.00% | Add +342.7% | 4,330 | $92K |
| Wells Financial Advisors INC | 0.12% | No change | 4,200 | $90K |
| Ancora Advisors LLC | 0.00% | Add +64.0% | 4,104 | $88K |
| Phillips Financial Management, LLC | 0.01% | No change | 4,049 | $86K |
| Creekmur Asset Management LLC | 0.02% | No change | 3,294 | $70K |
| CoreCap Advisors, LLC | 0.00% | New | 2,971 | $63K |
| Element Wealth, LLC | 0.03% | No change | 2,335 | $50K |
| First United Bank & Trust | 0.02% | New | 2,209 | $47K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2,075 | $44K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $43K |
| 2UniFi Bank | 0.03% | — | 1,962 | $42K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -51.1% | 1,479 | $32K |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 1,429 | $31K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,383 | $30K |
| Valley Wealth Managers, Inc. | 0.00% | Add +2.7% | 1,326 | $28K |
| Fifth Third Bancorp | 0.00% | New | 1,287 | $27K |
| Hemington Wealth Management | 0.01% | Add +37.8% | 1,276 | $27K |
| Capital Analysts, LLC | 0.00% | No change | 1,250 | $27K |
| Private Trust Co. NA | 0.00% | New | 1,168 | $25K |
| Principal Securities, Inc. | 0.00% | No change | 1,024 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,000 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.5% | 890 | $19K |
| Blue Trust, Inc. | 0.00% | New | 822 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +9.8% | 814 | $17K |
| Venturi Wealth Management, LLC | 0.00% | New | 765 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | New | 599 | $13K |
| Whittier Trust Co. | 0.00% | New | 329 | $7K |
| First PREMIER Bank | 0.00% | No change | 351 | $7K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.6% | 262 | $6K |
| BlackRock, Inc. | 0.00% | Add +5.5% | 58 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 38 | $812 |
"% 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.