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 |
| Cabot Wealth Management Inc. | 0.18% | Add +5.1% | 65,775 | $1.4M |
| Meridian Wealth Management, LLC | 0.07% | Add +23.6% | 65,255 | $1.4M |
| Fulton Breakefield Broenniman LLC | 0.10% | Add +78.1% | 65,173 | $1.4M |
| Meitav Investment House Ltd. | 0.03% | Reduce -6.6% | 64,068 | $1.4M |
| Cherry Tree Wealth Management, LLC | 0.33% | Add +7.9% | 62,640 | $1.4M |
| LifePlan Financial, LLC | 1.18% | Add +56.3% | 62,077 | $1.3M |
| Chesley Taft & Associates LLC | 0.06% | Add +12.1% | 59,500 | $1.3M |
| Archford Capital Strategies, LLC | 0.18% | Reduce -2.8% | 57,432 | $1.2M |
| LFA - Lugano Financial Advisors SA | 0.84% | Add +176.5% | 56,773 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +6.6% | 55,287 | $1.2M |
| Little House Capital LLC | 0.31% | Add +1.3% | 52,442 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Add +64.6% | 49,537 | $1.1M |
| Leo Wealth, LLC | 0.15% | Add +15.0% | 49,234 | $1.1M |
| Beaumont Asset Management, L.L.C. | 0.64% | New | 49,150 | $1.1M |
| REDW Wealth LLC | 0.40% | Reduce -1.9% | 49,014 | $1.1M |
| NovaPoint Capital, LLC | 0.33% | Add +1.9% | 48,887 | $1.1M |
| Beacon Financial Group | 0.11% | Add +5.5% | 48,395 | $1.1M |
| Centricity Wealth Management, LLC | 0.90% | Add +2.5% | 45,830 | $995K |
| Rossmore Private Capital | 0.12% | New | 44,850 | $974K |
| Captrust Financial Advisors | 0.00% | Add +4.3% | 44,397 | $964K |
| Farmers National Bank | 0.27% | Add +2.0% | 43,724 | $950K |
| Jones Financial Companies LLLP | 0.00% | Add +134.1% | 41,571 | $903K |
| Private Advisor Group, LLC | 0.01% | Add +5.1% | 40,993 | $890K |
| Montecito Bank & Trust | 0.16% | Add +0.8% | 40,966 | $890K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.5% | 40,941 | $889K |
| Spinnaker Trust | 0.06% | Add +165.6% | 40,331 | $876K |
| Bank of New Hampshire | 0.23% | Add +21.6% | 39,655 | $861K |
| Integrated Wealth Concepts LLC | 0.01% | Add +30.1% | 37,004 | $804K |
| Oppenheimer & Co. Inc. | 0.01% | Add +4.1% | 36,376 | $790K |
| Moneco Advisors, LLC | 0.08% | Add +5.6% | 35,179 | $764K |
| Crews Bank & Trust | 0.12% | Add +62.0% | 33,395 | $725K |
| Jacobi Capital Management LLC | 0.05% | Add +16.2% | 30,045 | $653K |
| Gradient Capital Advisors, LLC | 0.21% | Add +6.5% | 29,435 | $639K |
| Fortis Capital Management LLC | 0.12% | New | 29,050 | $631K |
| Safeguard Financial, LLC | 0.13% | Add +19.2% | 27,843 | $605K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +30.4% | 27,360 | $594K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +7.4% | 26,671 | $579K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $565K |
| MML Investors Services, LLC | 0.00% | Add +3.7% | 25,369 | $551K |
| Newman Dignan & Sheerar, Inc. | 0.15% | Add +21.5% | 24,955 | $542K |
| First Interstate Bank | 0.03% | Add +8.4% | 24,467 | $531K |
| Spectrum Wealth Counsel, LLC | 0.06% | Reduce -8.3% | 24,214 | $526K |
| Creative Planning | 0.00% | Add +14.9% | 24,108 | $524K |
| Stokes Family Office, LLC | 0.06% | No change | 23,845 | $518K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | Add +0.2% | 23,082 | $501K |
| Provenance Wealth Advisors, LLC | 0.07% | Add +82.8% | 22,860 | $497K |
| Comerica Bank | 0.00% | Add +6.6% | 22,848 | $496K |
| Roble, Belko & Company, Inc | 0.08% | Add +5.0% | 22,803 | $495K |
| Romano Brothers and Company | 0.06% | New | 22,648 | $492K |
| BCS Wealth Management | 0.12% | No change | 21,589 | $469K |
| Mutual Advisors, LLC | 0.01% | Add +10.5% | 20,910 | $454K |
| Belpointe Asset Management LLC | 0.02% | New | 20,275 | $440K |
| Oak Family Advisors, LLC | 0.18% | Reduce -85.3% | 20,229 | $439K |
| Cary Street Partners Financial LLC | 0.01% | Add +26.5% | 19,367 | $421K |
| DecisionMap Wealth Management, LLC | 0.30% | Add +45.6% | 18,336 | $398K |
| Cowa, LLC | 0.16% | New | 17,305 | $376K |
| Ritholtz Wealth Management | 0.01% | No change | 16,750 | $364K |
| Foundation Wealth Management, LLC | 0.28% | Add +6.0% | 16,244 | $353K |
| Advisory Services Network, LLC | 0.01% | New | 15,839 | $344K |
| 10Elms LLP | 0.41% | Add +247.2% | 15,801 | $343K |
| Sax Wealth Advisors, LLC | 0.02% | New | 15,386 | $334K |
| 4J Wealth Management LLC | 0.26% | No change | 15,068 | $327K |
| StoneX Group Inc. | 0.02% | New | 14,630 | $318K |
| Yoder Wealth Management, Inc. | 0.18% | Add +32.1% | 14,400 | $313K |
| Sightline Wealth Advisors, LLC | 0.16% | New | 13,933 | $303K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +0.8% | 13,872 | $301K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +21.3% | 12,811 | $278K |
| Straight Path Wealth Management | 0.11% | No change | 12,549 | $273K |
| Redwood Financial Network Corp | 0.20% | Add +15.6% | 12,374 | $269K |
| Truist Financial Corp. | 0.00% | Reduce -10.3% | 12,218 | $265K |
| Kesler, Norman & Wride, LLC | 0.05% | No change | 12,088 | $263K |
| Hurley Capital, LLC | 0.20% | No change | 12,048 | $262K |
| Robinson Smith Wealth Advisors LLC | 0.21% | New | 11,728 | $255K |
| Scotia Capital Inc. | 0.00% | No change | 11,300 | $245K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.0% | 11,105 | $241K |
| Granite Harbor Advisors, Inc. | 0.13% | Reduce -64.7% | 11,052 | $240K |
| Reliant Wealth Planning | 0.11% | No change | 10,779 | $234K |
| Advance Capital Management, Inc. | 0.01% | New | 10,622 | $231K |
| HB Wealth Management, LLC | 0.00% | New | 10,459 | $227K |
| Banque Cantonale Vaudoise | 0.01% | — | 10,222 | $222K |
| Summit Wealth Partners, LLC | 0.04% | No change | 9,803 | $213K |
| Mgo One Seven LLC | 0.01% | New | 9,510 | $207K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 9,423 | $205K |
| Bradley & Co. Private Wealth Management, LLC | 0.14% | Add +5.3% | 9,253 | $201K |
| Arcadia Investment Advisors LLC | 0.11% | Add +50.9% | 8,796 | $191K |
| Addison Advisors LLC | 0.05% | Add +25.4% | 8,685 | $189K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | No change | 6,850 | $149K |
| Bogart Wealth, LLC | 0.01% | Reduce -13.1% | 6,051 | $131K |
| Trust Co | 0.01% | Add +25.3% | 5,788 | $126K |
| Stone House Investment Management, LLC | 0.03% | New | 5,734 | $125K |
| Harbour Investments, Inc. | 0.00% | Reduce -9.7% | 5,461 | $119K |
| CVA Family Office, LLC | 0.02% | No change | 4,565 | $99K |
| Allworth Financial LP | 0.00% | No change | 4,330 | $94K |
| Ancora Advisors LLC | 0.00% | No change | 4,104 | $89K |
| Phillips Financial Management, LLC | 0.01% | No change | 4,049 | $88K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -12.8% | 3,810 | $83K |
| 2UniFi Bank | 0.05% | Add +73.1% | 3,396 | $74K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +97.7% | 2,924 | $64K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 2,470 | $54K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $43K |
| United Community Bank | 0.01% | New | 1,390 | $30K |
| AlphaCore Capital LLC | 0.00% | New | 1,355 | $29K |
| Valley Wealth Managers, Inc. | 0.00% | Add +0.1% | 1,328 | $29K |
| Hemington Wealth Management | 0.00% | No change | 1,276 | $27K |
| Capital Analysts, LLC | 0.00% | No change | 1,250 | $27K |
| Sarver Vrooman Wealth Advisors | 0.02% | — | 1,224 | $27K |
| Private Trust Co. NA | 0.00% | Add +0.2% | 1,170 | $25K |
| Principal Securities, Inc. | 0.00% | No change | 1,024 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,000 | $22K |
| Byrne Asset Management LLC | 0.02% | New | 970 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 897 | $19K |
| Blue Trust, Inc. | 0.00% | Add +0.7% | 828 | $18K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.7% | 820 | $18K |
| Fifth Third Bancorp | 0.00% | Reduce -36.9% | 812 | $18K |
| Rossby Financial, LCC | 0.01% | New | 810 | $18K |
| Princeton Global Asset Management LLC | 0.00% | Add +207.3% | 805 | $17K |
| Bank of Montreal | 0.00% | New | 400 | $9K |
| First PREMIER Bank | 0.00% | No change | 351 | $8K |
| BlackRock, Inc. | 0.00% | No change | 58 | $1K |
"% 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.