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

0100200300400 Q1 2024: 150Q1 2024Q2 2024: 173Q2 2024Q3 2024: 189Q3 2024Q4 2024: 212Q4 2024Q1 2025: 219Q1 2025Q2 2025: 246Q2 2025Q3 2025: 268Q3 2025Q4 2025: 315Q4 2025Q1 2026: 336Q1 2026Q2 2026: 350Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions39$46.4M
Exits7$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
Coldstream Capital Management Inc. 0.03% Reduce -2.8% 75,583 $1.7M
Meridian Wealth Management, LLC 0.07% Add +10.1% 71,858 $1.6M
Paradigm, Strategies in Wealth Management, LLC 1.03% Reduce -3.8% 71,809 $1.6M
Leo Wealth, LLC 0.12% Add +44.2% 71,008 $1.6M
Cherry Tree Wealth Management, LLC 0.35% Add +9.6% 68,663 $1.5M
Cabot Wealth Management Inc. 0.18% Add +3.5% 68,050 $1.5M
Chesley Taft & Associates LLC 0.06% Add +5.5% 62,800 $1.4M
Meitav Investment House Ltd. 0.02% Reduce -2.1% 62,746 $1.4M
LFA - Lugano Financial Advisors SA 0.80% Add +8.4% 61,573 $1.3M
CGN Advisors LLC 0.12% Reduce -62.7% 59,317 $1.3M
Oppenheimer & Co. Inc. 0.02% Add +57.4% 57,259 $1.3M
Beacon Financial Group 0.13% Add +17.7% 56,969 $1.3M
Jones Financial Companies LLLP 0.00% Add +35.2% 56,207 $1.2M
Archford Capital Strategies, LLC 0.15% Reduce -4.7% 54,710 $1.2M
Woodmont Investment Counsel LLC 0.08% New 53,757 $1.2M
Beaumont Asset Management, L.L.C. 0.63% Add +9.2% 53,684 $1.2M
Little House Capital LLC 0.29% Reduce -0.0% 52,430 $1.2M
Centricity Wealth Management, LLC 0.91% Add +13.2% 51,865 $1.1M
Osaic Holdings, Inc. 0.00% Reduce -35.2% 50,613 $1.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -9.7% 49,942 $1.1M
REDW Wealth LLC 0.43% No change 49,014 $1.1M
NovaPoint Capital, LLC 0.33% Reduce -1.3% 48,267 $1.1M
Spinnaker Trust 0.06% Add +12.3% 45,303 $996K
Bank of New Hampshire 0.24% Add +11.6% 44,240 $972K
Farmers National Bank 0.25% Add +0.1% 43,778 $962K
Crews Bank & Trust 0.15% Add +25.9% 42,045 $924K
Private Advisor Group, LLC 0.00% Add +0.0% 41,009 $901K
Granite Harbor Advisors, Inc. 0.42% Add +268.6% 40,732 $895K
Gotham Asset Management 0.01% New 38,987 $857K
Integrated Wealth Concepts LLC 0.01% Add +0.8% 37,303 $820K
Belpointe Asset Management LLC 0.03% Add +76.6% 35,814 $787K
Captrust Financial Advisors 0.00% Reduce -19.5% 35,735 $785K
Moneco Advisors, LLC 0.07% Reduce -0.5% 34,992 $769K
Baron Silver Stevens Financial Advisors, LLC 0.12% Add +48.6% 34,303 $754K
First Interstate Bank 0.04% Add +34.0% 32,782 $721K
Merit Financial Group, LLC 0.01% New 31,793 $699K
Jacobi Capital Management LLC 0.05% Add +4.6% 31,421 $691K
Romano Brothers and Company 0.08% Add +37.4% 31,112 $684K
Focus Partners Wealth 0.00% New 30,519 $671K
Resonant Capital Advisors, LLC 0.04% New 29,874 $657K
Gradient Capital Advisors, LLC 0.19% No change 29,435 $647K
McGlone Suttner Wealth Management, Inc. 0.09% Add +5.7% 28,198 $620K
Beese Fulmer Investment Management, Inc. 0.05% New 28,142 $619K
Cowa, LLC 0.22% Add +54.5% 26,738 $587K
Thoroughbred Financial Services, LLC 0.04% Reduce -3.4% 26,422 $580K
Dorsey & Whitney Trust CO LLC 0.03% No change 26,000 $571K
DecisionMap Wealth Management, LLC 0.38% Add +36.2% 24,974 $549K
Clearstead Advisors, LLC 0.01% New 22,876 $541K
Stokes Family Office, LLC 0.06% No change 23,845 $524K
Newman Dignan & Sheerar, Inc. 0.12% Reduce -4.8% 23,757 $522K
Sightline Wealth Advisors, LLC 0.25% Add +67.1% 23,283 $512K
Truist Financial Corp. 0.00% Add +88.0% 22,971 $505K
Roble, Belko & Company, Inc 0.07% No change 22,803 $501K
Comerica Bank 0.00% Reduce -1.2% 22,571 $496K
Provenance Wealth Advisors, LLC 0.07% Reduce -7.1% 21,227 $467K
Mutual Advisors, LLC 0.01% Add +0.4% 20,990 $460K
Sowell Financial Services LLC 0.02% New 20,199 $444K
10Elms LLP 0.49% Add +26.9% 20,051 $441K
MML Investors Services, LLC 0.00% Reduce -21.6% 19,900 $437K
Gryphon Financial Partners LLC 0.06% New 19,712 $433K
Cary Street Partners Financial LLC 0.01% No change 19,367 $426K
Fortis Capital Management LLC 0.06% Reduce -34.9% 18,916 $416K
Foundation Wealth Management, LLC 0.29% Add +15.6% 18,785 $413K
Gilbert Capital Group, Inc. 0.33% — 18,192 $400K
Stratos Wealth Partners, LTD. 0.01% Reduce -57.0% 17,606 $387K
Advisory Services Network, LLC 0.01% Add +7.6% 17,037 $373K
FourThought Financial Partners, LLC 0.04% New 16,868 $371K
Simon Quick Advisors, LLC 0.02% New 16,612 $365K
Ritholtz Wealth Management 0.01% Reduce -5.6% 15,815 $348K
Reliant Wealth Planning 0.14% Add +46.0% 15,739 $346K
4J Wealth Management LLC 0.22% No change 15,068 $331K
Kestra Private Wealth Services, LLC 0.00% New 15,064 $331K
StoneX Group Inc. 0.02% Add +1.6% 14,870 $327K
Sax Wealth Advisors, LLC 0.02% Reduce -3.6% 14,833 $326K
HRT Financial LP 0.00% New 14,486 $318K
Yoder Wealth Management, Inc. 0.17% No change 14,400 $317K
Johnson Bixby & Associates, LLC 0.04% Add +1.5% 14,082 $310K
Creative Planning 0.00% Reduce -43.5% 13,613 $299K
Neuberger Berman Group LLC 0.00% Reduce -82.4% 13,541 $298K
Sonata Capital Group Inc. 0.12% New 13,200 $290K
Redwood Financial Network Corp 0.20% Add +6.2% 13,141 $289K
Advance Capital Management, Inc. 0.01% Add +22.7% 13,036 $287K
Leavell Investment Management, Inc. 0.01% New 12,995 $286K
Schmidt P J Investment Management Inc. 0.05% No change 12,811 $282K
Nwam LLC 0.02% New 12,667 $278K
Straight Path Wealth Management 0.09% No change 12,549 $276K
Allworth Financial LP 0.00% Add +180.4% 12,141 $267K
Hurley Capital, LLC 0.19% Add +0.4% 12,095 $266K
Kesler, Norman & Wride, LLC 0.05% No change 12,088 $266K
Koshinski Asset Management, Inc. 0.02% New 12,009 $264K
Robinson Smith Wealth Advisors LLC 0.21% Add +0.4% 11,777 $259K
Godshalk Welsh Capital Management, Inc. 0.16% New 11,750 $258K
Oak Family Advisors, LLC 0.09% Reduce -43.6% 11,405 $251K
Addison Advisors LLC 0.06% Add +29.2% 11,220 $247K
Avantax Advisory Services, Inc. 0.00% Add +0.9% 11,209 $246K
Mgo One Seven LLC 0.01% Add +16.2% 11,050 $243K
Diversify Advisory Services, LLC 0.01% New 10,333 $227K
Austin Private Wealth, LLC 0.02% New 10,241 $225K
Banque Cantonale Vaudoise 0.01% No change 10,222 $225K
Arkadios Wealth Advisors 0.01% New 9,979 $219K
Summit Wealth Partners, LLC 0.04% No change 9,803 $215K
Scotia Capital Inc. 0.00% Reduce -15.9% 9,500 $209K
Atria Investments, Inc 0.00% Reduce -94.2% 9,436 $207K
Syntegra Private Wealth Group, LLC 0.02% No change 9,423 $207K
Ascentis Independent Advisors 0.04% New 9,350 $206K
Bradley & Co. Private Wealth Management, LLC 0.12% No change 9,253 $203K
Sarver Vrooman Wealth Advisors 0.13% Add +653.1% 9,218 $203K
Accretive Wealth Partners, LLC 0.07% New 9,204 $202K
Arcadia Investment Advisors LLC 0.10% Reduce -2.4% 8,587 $189K
Harbor Investment Advisory, LLC 0.02% Add +690.8% 7,908 $174K
Trust Co 0.02% Add +31.8% 7,630 $168K
Brown Brothers Harriman & Co. 0.00% New 7,364 $162K
Koesten, Hirschmann & Crabtree, INC. 0.08% No change 6,850 $151K
Steward Partners Investment Advisory, LLC 0.00% Add +128.0% 6,667 $147K
Harbour Investments, Inc. 0.00% Add +15.5% 6,309 $139K
Bogart Wealth, LLC 0.01% Add +1.2% 6,124 $135K
Stone House Investment Management, LLC 0.02% No change 5,734 $126K
Princeton Global Asset Management LLC 0.02% Add +501.2% 4,840 $106K
CVA Family Office, LLC 0.01% No change 4,565 $100K
2UniFi Bank 0.06% Add +32.0% 4,482 $99K
Fifth Third Bancorp 0.00% Add +406.4% 4,112 $90K
Ancora Advisors LLC 0.00% No change 4,104 $90K
Phillips Financial Management, LLC 0.01% No change 4,049 $89K
Farther Finance Advisors, LLC 0.00% Add +0.5% 3,830 $84K
Physician Wealth Advisors, Inc. 0.01% No change 2,470 $54K
United Community Bank 0.02% Add +63.3% 2,270 $50K
Barrett & Company, Inc. 0.02% New 2,086 $46K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,000 $44K
Private Trust Co. NA 0.00% Add +21.6% 1,423 $31K
AlphaCore Capital LLC 0.00% No change 1,355 $30K
Valley Wealth Managers, Inc. 0.00% Add +0.2% 1,331 $29K
Coastline Trust Co 0.00% New 1,316 $29K
Hemington Wealth Management 0.00% No change 1,276 $28K
Capital Analysts, LLC 0.00% No change 1,250 $27K
Annis Gardner Whiting Capital Advisors, LLC 0.01% New 1,172 $26K
Eastern Bank 0.00% New 1,025 $23K
Principal Securities, Inc. 0.00% No change 1,024 $23K
Pacifica Partners Inc. 0.01% New 943 $21K
GPS Wealth Strategies Group, LLC 0.00% New 921 $20K
AdvisorNet Financial, Inc 0.00% Add +1.2% 908 $20K
Blue Trust, Inc. 0.00% Add +1.2% 838 $18K
PNC Financial Services Group, Inc. 0.00% Add +1.1% 829 $18K
Rossby Financial, LCC 0.01% No change 810 $18K
CoreCap Advisors, LLC 0.00% New 410 $9K
First PREMIER Bank 0.00% No change 351 $8K
Aventura Private Wealth, LLC 0.00% New 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.