iShares Ibonds Dec 2030IBDVETF
13F holders, Q2 2025 (June 30)246holders +27
39new positions
7sold out
2famous investors
$22.03avg. 13F price*
At the end of Q2 2025, 246 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 27 from Q1 2025. 39 opened new positions and 7 sold out. The largest holders were Aptus Capital Advisors, LLC ($114.2M), Bank of America Corp. ($102.9M) and Capital Investment Advisors, LLC ($79.0M). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $46.4M |
| Exits | 7 | $10.8M |
All 13F filers, Q1 2025 → Q2 2025: 10,424,474 shares bought and 4,596,072 shares sold, net +5,828,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 246 holders
| Aptus Capital Advisors, LLC | 1.13% | Add +6.4% | 5,197,575 | $114.2M |
| Bank of America Corp. | 0.01% | Add +3.1% | 4,681,615 | $102.9M |
| Capital Investment Advisors, LLC | 1.39% | Add +9.2% | 3,439,530 | $79.0M |
| Capital Advisors Inc. | 1.11% | Add +5.1% | 2,813,280 | $61.8M |
| Mercer Global Advisors Inc. | 0.14% | Add +1498.7% | 2,775,216 | $61.0M |
| Morgan Stanley | 0.00% | Add +9.8% | 2,610,653 | $57.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +651.3% | 2,597,444 | $57.1M |
| Wells Fargo & Company | 0.01% | Add +6.1% | 2,548,211 | $56.0M |
| Raymond James Financial Inc. | 0.02% | Reduce -18.5% | 2,136,930 | $47.0M |
| HighTower Advisors, LLC | 0.05% | Add +2.9% | 1,981,759 | $43.6M |
| Royal Bank of Canada | 0.01% | Add +5.5% | 1,963,714 | $43.2M |
| Sigma Investment Counselors Inc. | 1.89% | Add +2.6% | 1,565,293 | $34.4M |
| Klingman & Associates, LLC | 1.62% | Add +2.0% | 1,338,959 | $29.4M |
| UBS Group AG | 0.01% | Add +1.0% | 1,220,356 | $26.8M |
| US Bancorp \de | 0.03% | Add +1.1% | 1,172,073 | $25.8M |
| Venture Visionary Partners LLC | 0.93% | Add +16.0% | 1,123,205 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -44.3% | 1,110,775 | $24.4M |
| Apollon Wealth Management, LLC | 0.45% | Add +1.0% | 1,041,818 | $22.9M |
| Sound View Wealth Advisors Group, LLC | 1.45% | Add +17.8% | 892,440 | $19.6M |
| Stifel Financial Corp. | 0.02% | Reduce -55.0% | 838,955 | $18.4M |
| Advisors Capital Management, LLC | 0.26% | Add +6.6% | 837,621 | $18.4M |
| MV Capital Management, Inc. | 1.68% | Add +1.4% | 744,116 | $16.4M |
| NewEdge Advisors, LLC | 0.08% | Reduce -7.9% | 688,608 | $15.1M |
| Arrow Financial Corp | 1.52% | Reduce -0.9% | 658,115 | $14.5M |
| EP Wealth Advisors, LLC | 0.09% | New | 653,952 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.8% | 635,948 | $14.0M |
| Howland Capital Management LLC | 0.56% | Add +10.9% | 623,340 | $13.7M |
| Mb, Levis & Associates, LLC | 5.83% | Add +1.7% | 603,760 | $13.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.7% | 588,294 | $12.9M |
| PFG Private Wealth Management, LLC | 5.57% | Add +2.5% | 491,728 | $10.8M |
| LPL Financial LLC | 0.00% | Add +10.0% | 471,593 | $10.4M |
| Probity Advisors, Inc. | 1.64% | Add +5.3% | 424,368 | $9.3M |
| Rwa Wealth Partners, LLC | 0.12% | Add +0.2% | 419,257 | $9.2M |
| Nestegg Advisors, Inc. | 8.81% | Add +11.3% | 416,429 | $9.2M |
| Commonwealth Financial Services, LLC | 1.73% | Reduce -1.1% | 409,012 | $9.0M |
| MinichMacGregor Wealth Management, LLC | 1.85% | Reduce -0.3% | 394,318 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.3% | 385,325 | $8.5M |
| Ironwood Financial, llc | 1.76% | No change | 377,965 | $8.2M |
| Centric Wealth Management | 1.91% | Add +5.1% | 364,839 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.2% | 356,151 | $7.8M |
| Snowden Capital Advisors LLC | 0.23% | Reduce -0.2% | 353,408 | $7.8M |
| Lyell Wealth Management, LP | 0.58% | Add +3.5% | 333,362 | $7.3M |
| Jane Street Group, LLC | 0.01% | Add +26.8% | 329,697 | $7.2M |
| Guidance Point Advisors, LLC | 1.87% | Add +0.2% | 319,710 | $7.0M |
| Benjamin Edwards Inc. | 0.09% | Reduce -76.4% | 304,611 | $6.7M |
| Peloton Wealth Strategists | 2.61% | Add +5.7% | 289,000 | $6.4M |
| CENTRAL TRUST Co | 0.14% | Add +15.0% | 271,492 | $6.0M |
| Lido Advisors, LLC | 0.03% | Reduce -2.1% | 267,756 | $5.9M |
| Parallel Advisors, LLC | 0.12% | Add +10.0% | 265,684 | $5.8M |
| Atlantic Union Bankshares Corp | 0.13% | New | 260,863 | $5.7M |
| Signature Wealth Management Group | 2.17% | Add +1.0% | 250,078 | $5.5M |
| Praetorian Wealth Management, Inc. | 1.25% | Add +5.9% | 247,334 | $5.4M |
| Wilkins Miller Wealth Management, LLC | 3.67% | Reduce -4.5% | 245,277 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.6% | 232,043 | $5.1M |
| 4Thought Financial Group Inc. | 2.58% | Reduce -7.0% | 221,195 | $4.9M |
| LBMC Investment Advisors, LLC | 0.34% | Add +90.3% | 214,281 | $4.7M |
| Hancock Whitney Corp. | 0.09% | New | 212,918 | $4.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.42% | New | 211,259 | $4.6M |
| First National Trust Co | 0.17% | Add +39.7% | 203,939 | $4.5M |
| Krilogy Financial LLC | 0.26% | Add +2.2% | 202,896 | $4.5M |
| Keeler Thomas Management LLC | 1.90% | Reduce -7.5% | 201,059 | $4.4M |
| Glenview Trust Co | 0.07% | Add +47.6% | 194,506 | $4.3M |
| MCF Advisors LLC | 0.24% | Add +2.4% | 166,255 | $3.7M |
| Citadel Advisors | 0.00% | Add +69.6% | 165,551 | $3.6M |
| Wrapmanager Inc. | 0.86% | Add +1.0% | 160,778 | $3.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +30.9% | 158,121 | $3.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +94.8% | 156,676 | $3.4M |
| Cwm, LLC | 0.01% | Add +5.3% | 152,270 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +1.0% | 143,778 | $3.2M |
| Precedent Wealth Partners, LLC | 0.75% | Add +11.4% | 140,083 | $3.1M |
| Fulton Breakefield Broenniman LLC | 0.21% | Add +113.7% | 139,239 | $3.1M |
| Houlihan Financial Resource Group, Ltd. | 1.25% | Add +5.1% | 136,941 | $3.0M |
| IFP Advisors, Inc | 0.08% | Add +7.6% | 133,846 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +12.1% | 130,858 | $2.9M |
| Windsor Capital Management, LLC | 0.76% | New | 118,379 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.7% | 116,011 | $2.5M |
| STAR Financial Bank | 1.61% | Add +9.2% | 115,737 | $2.5M |
| Arcataur Capital Management LLC | 0.78% | Add +9.9% | 112,975 | $2.5M |
| Hamel Associates, Inc. | 0.84% | Add +3.2% | 112,580 | $2.5M |
| Quantum Financial Advisors, LLC | 0.33% | Add +5.5% | 110,913 | $2.4M |
| Flow Traders U.S. LLC | 0.09% | New | 107,721 | $2.4M |
| Adirondack Trust Co. | 0.84% | Add +15.2% | 105,363 | $2.3M |
| Rossmore Private Capital | 0.26% | Add +124.2% | 100,547 | $2.2M |
| Stonebrook Private Inc. | 0.52% | Add +2.2% | 100,260 | $2.2M |
| Mariner, LLC | 0.00% | Add +1.6% | 94,718 | $2.1M |
| Instrumental Wealth, LLC | 1.60% | Add +2.7% | 92,318 | $2.0M |
| Wealthstar Advisors, LLC | 0.75% | Reduce -14.9% | 90,915 | $2.0M |
| Global Retirement Partners, LLC | 0.05% | — | 90,600 | $2.0M |
| Kintra Wealth, LLC | 1.16% | Reduce -5.7% | 87,937 | $1.9M |
| LifePlan Financial, LLC | 1.57% | Add +38.8% | 86,130 | $1.9M |
| Associated Banc-Corp | 0.05% | Add +6.9% | 85,455 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +26.4% | 83,535 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +142393.1% | 82,646 | $1.8M |
| Segment Wealth Management, LLC | 0.11% | Reduce -0.1% | 82,170 | $1.8M |
| Greater Midwest Financial Group, LLC | 1.37% | Add +13.9% | 81,716 | $1.8M |
| Laurel Wealth Advisors LLC | 0.27% | Add +9.1% | 81,250 | $1.8M |
| Penobscot Investment Management Company, Inc. | 0.15% | Add +11.9% | 78,535 | $1.7M |
| Drive Wealth Management, LLC | 0.37% | Reduce -2.0% | 77,120 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 76,847 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +9.1% | 76,596 | $1.7M |
"% 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.