iShares Ibonds Dec 2030IBDVETF
13F holders, Q3 2025 (September 30)268holders +22
32new positions
9sold out
2famous investors
$22.15avg. 13F price*
At the end of Q3 2025, 268 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 22 from Q2 2025. 32 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($124.6M), Bank of America Corp. ($122.9M) and Mercer Global Advisors Inc. ($85.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares Ibonds Dec 2030 Corp.
- CUSIP
- 46436E726
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $80.7M |
| Exits | 9 | $27.4M |
All 13F filers, Q2 2025 → Q3 2025: 11,535,313 shares bought and 5,280,217 shares sold, net +6,255,096 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 268 holders
| Aptus Capital Advisors, LLC | 1.14% | Add +8.2% | 5,625,501 | $124.6M |
| Bank of America Corp. | 0.01% | Add +18.5% | 5,549,328 | $122.9M |
| Mercer Global Advisors Inc. | 0.14% | Add +39.0% | 3,857,407 | $85.4M |
| Capital Investment Advisors, LLC | 1.34% | Add +7.1% | 3,683,315 | $81.6M |
| Capital Advisors Inc. | 1.09% | Add +4.6% | 2,943,852 | $65.2M |
| Morgan Stanley | 0.00% | Add +11.4% | 2,909,448 | $64.4M |
| Wells Fargo & Company | 0.01% | Add +11.7% | 2,846,755 | $63.1M |
| Raymond James Financial Inc. | 0.02% | Add +15.3% | 2,464,795 | $54.6M |
| HighTower Advisors, LLC | 0.05% | Add +8.3% | 2,146,797 | $47.6M |
| Royal Bank of Canada | 0.01% | Add +6.0% | 2,081,115 | $46.1M |
| Sigma Investment Counselors Inc. | 1.88% | Add +4.4% | 1,633,897 | $36.2M |
| Summit Financial, LLC | 0.53% | New | 1,552,485 | $34.4M |
| Klingman & Associates, LLC | 1.60% | Add +7.3% | 1,435,980 | $31.8M |
| UBS Group AG | 0.01% | Add +14.6% | 1,398,162 | $31.0M |
| US Bancorp \de | 0.03% | Reduce -6.1% | 1,100,249 | $24.4M |
| Apollon Wealth Management, LLC | 0.42% | Add +1.5% | 1,057,554 | $23.4M |
| Sound View Wealth Advisors Group, LLC | 1.50% | Add +10.7% | 987,630 | $21.9M |
| NewEdge Advisors, LLC | 0.10% | Add +37.9% | 949,500 | $21.0M |
| Advisors Capital Management, LLC | 0.25% | Add +6.8% | 894,973 | $19.8M |
| Vishria Bird Financial Group, LLC | 3.81% | New | 877,222 | $19.4M |
| Stifel Financial Corp. | 0.02% | Add +4.4% | 875,718 | $19.4M |
| MV Capital Management, Inc. | 1.70% | Add +7.3% | 798,071 | $17.7M |
| Woodmont Investment Counsel LLC | 1.17% | Add +1379.8% | 795,525 | $17.6M |
| Howland Capital Management LLC | 0.58% | Add +11.0% | 692,153 | $15.3M |
| Arrow Financial Corp | 1.46% | Reduce -2.1% | 644,027 | $14.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.1% | 643,107 | $14.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -46.6% | 593,430 | $13.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.7% | 592,263 | $13.1M |
| Venture Visionary Partners LLC | 0.43% | Reduce -49.9% | 562,398 | $12.5M |
| LPL Financial LLC | 0.00% | Add +8.4% | 511,031 | $11.3M |
| Ironwood Financial, llc | 1.95% | Add +31.2% | 495,965 | $11.0M |
| Probity Advisors, Inc. | 1.60% | Add +5.1% | 445,858 | $9.9M |
| Rwa Wealth Partners, LLC | 0.11% | Add +3.1% | 432,233 | $9.6M |
| Commonwealth Financial Services, LLC | 1.60% | Add +3.1% | 421,778 | $9.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.2% | 416,868 | $9.2M |
| Novem Group | 1.07% | New | 406,253 | $9.0M |
| Citadel Advisors | 0.01% | Add +144.6% | 404,974 | $9.0M |
| MinichMacGregor Wealth Management, LLC | 1.72% | Add +0.7% | 397,200 | $8.8M |
| Nestegg Advisors, Inc. | 7.81% | Reduce -4.7% | 396,924 | $8.8M |
| Centric Wealth Management | 1.87% | Add +4.2% | 380,058 | $8.4M |
| Lyell Wealth Management, LP | 0.61% | Add +11.7% | 372,226 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.7% | 365,730 | $8.1M |
| Snowden Capital Advisors LLC | 0.22% | Add +0.9% | 356,662 | $7.9M |
| Benjamin Edwards Inc. | 0.09% | Add +15.0% | 350,432 | $7.8M |
| Eight 31 Financial, LLC | 4.30% | New | 344,137 | $7.6M |
| Guidance Point Advisors, LLC | 1.79% | Add +1.4% | 324,354 | $7.2M |
| First National Trust Co | 0.24% | Add +56.8% | 319,802 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -88.2% | 307,334 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Add +162.4% | 304,382 | $6.7M |
| Peloton Wealth Strategists | 2.65% | Add +2.5% | 296,250 | $6.6M |
| CENTRAL TRUST Co | 0.14% | Add +8.0% | 293,172 | $6.5M |
| Parallel Advisors, LLC | 0.11% | Add +3.7% | 275,562 | $6.1M |
| Lido Advisors, LLC | 0.02% | Add +1.1% | 270,791 | $6.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.7% | 268,380 | $5.9M |
| Atlantic Union Bankshares Corp | 0.11% | Add +1.5% | 264,703 | $5.9M |
| Praetorian Wealth Management, Inc. | 1.16% | Add +3.3% | 255,510 | $5.7M |
| Glenview Trust Co | 0.09% | Add +29.9% | 252,595 | $5.6M |
| Signature Wealth Management Group | 2.14% | Reduce -0.3% | 249,270 | $5.5M |
| Wilkins Miller Wealth Management, LLC | 3.38% | Add +0.3% | 246,080 | $5.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.51% | Add +11.2% | 234,919 | $5.2M |
| Krilogy Financial LLC | 0.20% | Add +16.3% | 236,025 | $5.2M |
| Hancock Whitney Corp. | 0.09% | Add +7.9% | 229,680 | $5.1M |
| 4Thought Financial Group Inc. | 2.55% | Add +3.0% | 227,892 | $5.0M |
| Windsor Capital Management, LLC | 1.34% | Add +85.4% | 219,519 | $4.9M |
| LBMC Investment Advisors, LLC | 0.30% | Add +0.2% | 214,641 | $4.8M |
| Keeler Thomas Management LLC | 2.05% | Add +0.5% | 202,001 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +53.5% | 200,934 | $4.5M |
| Members Wealth LLC | 2.67% | — | 190,624 | $4.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.9% | 183,273 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.2% | 169,448 | $3.7M |
| MCF Advisors LLC | 0.23% | Add +1.0% | 167,855 | $3.7M |
| Cwm, LLC | 0.01% | Add +7.0% | 162,997 | $3.6M |
| Fulton Breakefield Broenniman LLC | 0.21% | Add +7.9% | 150,256 | $3.3M |
| Precedent Wealth Partners, LLC | 0.71% | Add +4.5% | 146,348 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -2.1% | 140,770 | $3.1M |
| Quantum Financial Advisors, LLC | 0.36% | Add +20.8% | 133,964 | $3.0M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +69.1% | 129,924 | $2.9M |
| IFP Advisors, Inc | 0.07% | Reduce -5.3% | 126,691 | $2.8M |
| Rossmore Private Capital | 0.29% | Add +21.7% | 122,393 | $2.7M |
| LifePlan Financial, LLC | 2.10% | Add +38.7% | 119,462 | $2.6M |
| Adirondack Trust Co. | 0.86% | Add +9.8% | 115,681 | $2.6M |
| Arcataur Capital Management LLC | 0.74% | No change | 112,975 | $2.5M |
| Leo Wealth, LLC | 0.32% | Add +55.3% | 110,260 | $2.4M |
| Hamel Associates, Inc. | 0.75% | Reduce -2.5% | 109,775 | $2.4M |
| Mariner, LLC | 0.00% | Add +14.6% | 108,528 | $2.4M |
| Global Retirement Partners, LLC | 0.05% | Add +19.2% | 107,981 | $2.4M |
| Wrapmanager Inc. | 0.73% | Reduce -32.9% | 107,818 | $2.4M |
| Romano Brothers and Company | 0.27% | Add +245.6% | 107,516 | $2.4M |
| Stonebrook Private Inc. | 0.49% | Add +1.4% | 101,667 | $2.3M |
| Instrumental Wealth, LLC | 1.50% | Add +5.0% | 96,911 | $2.1M |
| Wealthstar Advisors, LLC | 0.80% | Add +0.2% | 91,128 | $2.0M |
| Laurel Wealth Advisors LLC | 0.28% | Add +11.9% | 90,950 | $2.0M |
| Penobscot Investment Management Company, Inc. | 0.15% | Add +15.5% | 90,735 | $2.0M |
| Associated Banc-Corp | 0.05% | Add +6.1% | 90,683 | $2.0M |
| Kintra Wealth, LLC | 1.11% | Add +0.8% | 88,666 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +5.5% | 87,195 | $1.9M |
| Meridian Wealth Management, LLC | 0.07% | Add +19.9% | 86,180 | $1.9M |
| Segment Wealth Management, LLC | 0.11% | Add +4.5% | 85,830 | $1.9M |
| Jones Financial Companies LLLP | 0.00% | Add +52.9% | 85,931 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +65.0% | 82,418 | $1.8M |
"% 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.