iShares Ibonds Dec 2030IBDVETF
13F holders, Q1 2025 (March 31)219holders +7
25new positions
16sold out
1famous investor
$21.72avg. 13F price*
At the end of Q1 2025, 219 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 7 from Q4 2024. 25 opened new positions and 16 sold out. The largest holders were Aptus Capital Advisors, LLC ($106.1M), Bank of America Corp. ($98.6M) and Capital Investment Advisors, LLC ($68.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $19.0M |
| Exits | 16 | $7.6M |
All 13F filers, Q4 2024 → Q1 2025: 9,822,572 shares bought and 2,527,084 shares sold, net +7,295,488 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 219 holders
| Aptus Capital Advisors, LLC | 1.20% | Add +12.5% | 4,883,958 | $106.1M |
| Bank of America Corp. | 0.01% | Add +17.3% | 4,541,535 | $98.6M |
| Capital Investment Advisors, LLC | 1.34% | Add +9.0% | 3,149,939 | $68.4M |
| Capital Advisors Inc. | 1.16% | Add +8.0% | 2,675,727 | $58.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -1.5% | 2,622,012 | $57.0M |
| Wells Fargo & Company | 0.01% | Add +11.3% | 2,401,511 | $52.2M |
| Morgan Stanley | 0.00% | Add +9.1% | 2,377,983 | $51.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -41.8% | 1,993,904 | $43.3M |
| HighTower Advisors, LLC | 0.06% | Add +3.8% | 1,925,231 | $41.8M |
| Stifel Financial Corp. | 0.04% | Add +2214.3% | 1,865,922 | $40.5M |
| Royal Bank of Canada | 0.01% | Add +5.2% | 1,861,587 | $40.4M |
| Sigma Investment Counselors Inc. | 2.03% | Add +4.4% | 1,524,830 | $33.1M |
| Klingman & Associates, LLC | 1.75% | Add +12.3% | 1,312,798 | $28.5M |
| Benjamin Edwards Inc. | 0.39% | Add +470.3% | 1,288,957 | $28.0M |
| UBS Group AG | 0.01% | Add +21.5% | 1,207,836 | $26.2M |
| US Bancorp \de | 0.03% | Reduce -1.3% | 1,159,235 | $25.2M |
| Apollon Wealth Management, LLC | 0.49% | Reduce -0.6% | 1,031,068 | $22.4M |
| Venture Visionary Partners LLC | 0.88% | Add +5.6% | 968,055 | $21.0M |
| Advisors Capital Management, LLC | 0.26% | Add +6.4% | 785,864 | $17.1M |
| Sound View Wealth Advisors Group, LLC | 1.35% | Add +10.2% | 757,598 | $16.5M |
| NewEdge Advisors, LLC | 0.10% | Add +18.4% | 747,346 | $16.2M |
| MV Capital Management, Inc. | 1.71% | Add +8.7% | 733,627 | $15.9M |
| Arrow Financial Corp | 1.61% | Reduce -0.5% | 664,224 | $14.4M |
| Buffington Mohr McNeal | 2.72% | Add +1.5% | 634,284 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +18.0% | 618,457 | $13.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.6% | 604,783 | $13.1M |
| Mb, Levis & Associates, LLC | 5.99% | Add +0.7% | 593,870 | $12.9M |
| Howland Capital Management LLC | 0.54% | Add +36.8% | 562,248 | $12.2M |
| PFG Private Wealth Management, LLC | 5.64% | Add +2946.9% | 479,854 | $10.4M |
| LPL Financial LLC | 0.00% | Add +23.9% | 428,769 | $9.3M |
| Rwa Wealth Partners, LLC | 0.11% | Add +21.7% | 418,404 | $9.1M |
| Commonwealth Financial Services, LLC | 1.84% | Add +0.6% | 413,334 | $9.0M |
| Probity Advisors, Inc. | 1.68% | Add +6.9% | 403,083 | $8.8M |
| MinichMacGregor Wealth Management, LLC | 1.92% | Add +6.2% | 395,513 | $8.6M |
| Ironwood Financial, llc | 1.76% | Add +6.5% | 377,965 | $8.2M |
| Nestegg Advisors, Inc. | 8.63% | Add +28.9% | 374,024 | $8.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.5% | 366,024 | $8.0M |
| Snowden Capital Advisors LLC | 0.25% | Add +2063.1% | 354,014 | $7.7M |
| Centric Wealth Management | 1.98% | Add +5.0% | 347,119 | $7.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -37.0% | 345,750 | $7.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +17.5% | 326,034 | $7.1M |
| Lyell Wealth Management, LP | 0.65% | Add +6.5% | 322,208 | $7.0M |
| Guidance Point Advisors, LLC | 2.05% | Add +0.5% | 319,171 | $6.9M |
| Confluence Investment Management LLC | 0.09% | New | 282,297 | $6.1M |
| Peloton Wealth Strategists | 2.54% | Add +15.3% | 273,500 | $5.9M |
| Lido Advisors, LLC | 0.04% | Reduce -27.5% | 273,480 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +306.0% | 259,989 | $5.6M |
| Wilkins Miller Wealth Management, LLC | 4.19% | Reduce -1.8% | 256,721 | $5.6M |
| Sandy Spring Bank | 0.23% | Add +4.3% | 255,389 | $5.5M |
| Signature Wealth Management Group | 2.10% | Add +3.0% | 247,643 | $5.4M |
| Parallel Advisors, LLC | 0.12% | Reduce -3.2% | 241,456 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +16696.8% | 240,027 | $5.2M |
| 4Thought Financial Group Inc. | 3.19% | Add +11.8% | 237,754 | $5.2M |
| CENTRAL TRUST Co | 0.13% | Add +37.8% | 236,002 | $5.1M |
| Praetorian Wealth Management, Inc. | 1.24% | Add +26.9% | 233,507 | $5.1M |
| Keeler Thomas Management LLC | 2.31% | Reduce -23.5% | 217,331 | $4.7M |
| Sabal Trust CO | 0.24% | Add +13.6% | 202,843 | $4.4M |
| Krilogy Financial LLC | 0.28% | Add +3.6% | 198,458 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +98.0% | 187,819 | $4.1M |
| Members Wealth LLC | 3.00% | Reduce -0.9% | 182,963 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +35.5% | 173,595 | $3.8M |
| Atria Investments, Inc | 0.05% | Add +78.8% | 162,397 | $3.5M |
| MCF Advisors LLC | 0.25% | Add +3.6% | 162,334 | $3.5M |
| Wrapmanager Inc. | 0.91% | Add +2.1% | 159,157 | $3.5M |
| CGN Advisors LLC | 0.34% | Add +4.0% | 159,093 | $3.5M |
| First National Trust Co | 0.13% | Add +50.1% | 145,956 | $3.2M |
| Cwm, LLC | 0.01% | Add +13.5% | 144,666 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +12.8% | 142,343 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Add +7.3% | 133,734 | $2.9M |
| Glenview Trust Co | 0.06% | Add +98.1% | 131,756 | $2.9M |
| Houlihan Financial Resource Group, Ltd. | 1.27% | Add +6.4% | 130,289 | $2.8M |
| Precedent Wealth Partners, LLC | 0.76% | Reduce -9.8% | 125,702 | $2.7M |
| IFP Advisors, Inc | 0.08% | Add +32.3% | 124,394 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.4% | 120,818 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +29.8% | 116,715 | $2.5M |
| LBMC Investment Advisors, LLC | 0.19% | New | 112,605 | $2.4M |
| Hamel Associates, Inc. | 0.81% | Reduce -39.2% | 109,105 | $2.4M |
| Wealthstar Advisors, LLC | 1.06% | Add +17.3% | 106,822 | $2.3M |
| STAR Financial Bank | 1.69% | Add +0.1% | 105,966 | $2.3M |
| Quantum Financial Advisors, LLC | 0.34% | Add +13.3% | 105,139 | $2.3M |
| Arcataur Capital Management LLC | 0.76% | New | 102,820 | $2.2M |
| Stonebrook Private Inc. | 0.55% | Add +5.9% | 98,134 | $2.1M |
| Citadel Advisors | 0.00% | Add +12.4% | 97,627 | $2.1M |
| Kintra Wealth, LLC | 1.37% | Reduce -10.6% | 93,271 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -0.1% | 93,184 | $2.0M |
| Adirondack Trust Co. | 0.78% | Add +15.9% | 91,498 | $2.0M |
| Instrumental Wealth, LLC | 1.77% | Add +0.6% | 89,903 | $2.0M |
| Segment Wealth Management, LLC | 0.12% | Add +8.3% | 82,235 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +16.3% | 80,444 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +4.6% | 79,936 | $1.7M |
| Drive Wealth Management, LLC | 0.40% | New | 78,731 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -16.7% | 78,094 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | No change | 77,731 | $1.7M |
| Neuberger Berman Group LLC | 0.00% | No change | 76,811 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.09% | Reduce -5.4% | 74,674 | $1.6M |
| Laurel Wealth Advisors LLC | 0.25% | Add +25.0% | 74,450 | $1.6M |
| Greater Midwest Financial Group, LLC | 1.09% | Reduce -12.4% | 71,768 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +5.9% | 70,220 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.14% | Add +51.0% | 70,200 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Add +32.6% | 66,102 | $1.4M |
"% 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.