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 |
| United Capital Financial Advisors, LLC | 0.01% | Add +6.5% | 81,590 | $1.8M |
| Greater Midwest Financial Group, LLC | 1.14% | Reduce -2.5% | 79,713 | $1.8M |
| Houlihan Financial Resource Group, Ltd. | 1.54% | Reduce -42.3% | 79,050 | $1.8M |
| Drive Wealth Management, LLC | 0.36% | Reduce -0.6% | 76,691 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Reduce -8.4% | 76,521 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | No change | 75,583 | $1.7M |
| LFA - Lugano Financial Advisors SA | 0.88% | Add +22.2% | 75,223 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.05% | Add +3.4% | 74,214 | $1.6M |
| HM Payson & Co. | 0.02% | New | 72,713 | $1.6M |
| Beacon Financial Group | 0.16% | Add +26.0% | 71,777 | $1.6M |
| Resonant Capital Advisors, LLC | 0.09% | Add +138.6% | 71,291 | $1.6M |
| Cabot Wealth Management Inc. | 0.17% | Add +4.5% | 71,142 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.34% | Add +0.4% | 68,954 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +28.2% | 64,885 | $1.4M |
| Chesley Taft & Associates LLC | 0.06% | Add +2.4% | 64,300 | $1.4M |
| Spinnaker Trust | 0.07% | Add +33.5% | 60,504 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | Reduce -11.1% | 55,782 | $1.2M |
| Archford Capital Strategies, LLC | 0.15% | Add +1.4% | 55,499 | $1.2M |
| Beaumont Asset Management, L.L.C. | 0.61% | Add +2.5% | 55,042 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.0% | 54,373 | $1.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.36% | New | 54,117 | $1.2M |
| Little House Capital LLC | 0.27% | Add +2.1% | 53,523 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | Add +252.8% | 52,329 | $1.2M |
| NovaPoint Capital, LLC | 0.28% | Add +7.3% | 51,776 | $1.1M |
| Composition Wealth, LLC | 0.02% | New | 51,732 | $1.1M |
| Freestone Capital Holdings, LLC | 0.03% | New | 50,723 | $1.1M |
| Crews Bank & Trust | 0.16% | Add +20.6% | 50,715 | $1.1M |
| FourThought Financial Partners, LLC | 0.10% | Add +192.7% | 49,365 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +54.3% | 49,048 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -85.2% | 48,648 | $1.1M |
| REDW Wealth LLC | 0.41% | Reduce -0.9% | 48,548 | $1.1M |
| Farmers National Bank | 0.24% | Add +6.3% | 46,532 | $1.0M |
| Bank of New Hampshire | 0.23% | Add +1.6% | 44,965 | $996K |
| Beese Fulmer Investment Management, Inc. | 0.07% | Add +58.1% | 44,489 | $985K |
| Integrated Wealth Concepts LLC | 0.01% | Add +13.2% | 42,243 | $936K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.2% | 40,925 | $906K |
| Granite Harbor Advisors, Inc. | 0.38% | No change | 40,732 | $902K |
| Captrust Financial Advisors | 0.00% | Add +13.7% | 40,622 | $900K |
| CGN Advisors LLC | 0.07% | Reduce -33.7% | 39,333 | $871K |
| Gotham Asset Management | 0.00% | No change | 38,987 | $864K |
| Godshalk Welsh Capital Management, Inc. | 0.48% | Add +224.3% | 38,100 | $844K |
| Blue Square Asset Management, LLC | 0.36% | New | 37,593 | $833K |
| Jacobi Capital Management LLC | 0.05% | Add +16.5% | 36,594 | $811K |
| Cowa, LLC | 0.28% | Add +32.8% | 35,516 | $787K |
| STAR Financial Bank | 0.46% | Reduce -69.8% | 34,893 | $773K |
| Baron Silver Stevens Financial Advisors, LLC | 0.11% | Add +0.2% | 34,359 | $761K |
| Sonata Capital Group Inc. | 0.28% | Add +157.8% | 34,036 | $754K |
| Montecito Bank & Trust | 0.12% | — | 33,992 | $753K |
| First Interstate Bank | 0.04% | No change | 32,782 | $726K |
| Moneco Advisors, LLC | 0.06% | Reduce -6.3% | 32,778 | $726K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +85.1% | 32,585 | $722K |
| Farther Finance Advisors, LLC | 0.01% | Add +728.4% | 31,729 | $703K |
| Focus Partners Wealth | 0.00% | No change | 30,519 | $676K |
| McGlone Suttner Wealth Management, Inc. | 0.09% | Add +7.3% | 30,254 | $670K |
| Belpointe Asset Management LLC | 0.03% | Reduce -15.6% | 30,213 | $669K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 29,435 | $652K |
| Newman Dignan & Sheerar, Inc. | 0.14% | Add +20.2% | 28,549 | $632K |
| Sowell Financial Services LLC | 0.02% | Add +35.7% | 27,419 | $607K |
| DecisionMap Wealth Management, LLC | 0.38% | Add +8.2% | 27,019 | $598K |
| Sightline Wealth Advisors, LLC | 0.27% | Add +14.2% | 26,588 | $589K |
| Roble, Belko & Company, Inc | 0.08% | Add +15.8% | 26,402 | $585K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $576K |
| 10Elms LLP | 0.59% | Add +29.4% | 25,941 | $575K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -3.4% | 25,529 | $565K |
| Stokes Family Office, LLC | 0.05% | No change | 23,845 | $528K |
| Gilbert Capital Group, Inc. | 0.40% | Add +28.6% | 23,403 | $518K |
| Truist Financial Corp. | 0.00% | Add +1.3% | 23,273 | $515K |
| Allworth Financial LP | 0.00% | Add +91.6% | 23,264 | $515K |
| Sanctuary Advisors, LLC | 0.00% | New | 22,333 | $495K |
| Foundation Wealth Management, LLC | 0.33% | Add +18.1% | 22,178 | $491K |
| Provenance Wealth Advisors, LLC | 0.06% | No change | 21,227 | $470K |
| Cary Street Partners Financial LLC | 0.01% | Add +8.2% | 20,954 | $464K |
| Fifth Third Bancorp | 0.00% | Add +408.6% | 20,912 | $463K |
| Gryphon Financial Partners LLC | 0.05% | Add +4.9% | 20,679 | $458K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 20,427 | $452K |
| Advisory Services Network, LLC | 0.01% | Add +18.5% | 20,187 | $447K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.1% | 19,710 | $438K |
| Neuberger Berman Group LLC | 0.00% | Add +45.9% | 19,751 | $437K |
| Redwood Financial Network Corp | 0.27% | Add +47.8% | 19,426 | $430K |
| Fortis Capital Management LLC | 0.06% | Add +2.2% | 19,333 | $428K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +21.1% | 18,248 | $404K |
| Oldfather Financial Services, LLC | 0.12% | New | 17,815 | $395K |
| StoneX Group Inc. | 0.02% | Add +16.1% | 17,265 | $382K |
| Leavell Investment Management, Inc. | 0.02% | Add +29.8% | 16,865 | $374K |
| MML Investors Services, LLC | 0.00% | Reduce -16.0% | 16,722 | $370K |
| American Trust | 0.03% | New | 16,684 | $370K |
| Simon Quick Advisors, LLC | 0.02% | No change | 16,612 | $368K |
| Reliant Wealth Planning | 0.12% | Add +5.2% | 16,557 | $367K |
| Clearstead Advisors, LLC | 0.01% | Reduce -30.5% | 15,893 | $352K |
| Ascentis Independent Advisors | 0.06% | Add +66.8% | 15,600 | $346K |
| 4J Wealth Management LLC | 0.20% | No change | 15,068 | $334K |
| Banque Cantonale Vaudoise | 0.01% | Add +43.5% | 14,669 | $325K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 14,400 | $319K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +1.1% | 14,244 | $316K |
| Comerica Bank | 0.00% | Reduce -37.9% | 14,007 | $310K |
| InvesTrust | 0.11% | New | 13,666 | $303K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +4.3% | 13,361 | $296K |
| Advance Capital Management, Inc. | 0.01% | Add +0.8% | 13,147 | $291K |
| Naples Global Advisors, LLC | 0.02% | New | 12,845 | $285K |
| Nwam LLC | 0.02% | Add +0.8% | 12,771 | $284K |
| Robinson Smith Wealth Advisors LLC | 0.20% | Add +8.6% | 12,793 | $283K |
| Harbor Investment Advisory, LLC | 0.02% | Add +61.2% | 12,750 | $282K |
| Straight Path Wealth Management | 0.08% | No change | 12,549 | $278K |
| Koshinski Asset Management, Inc. | 0.02% | Add +4.0% | 12,494 | $277K |
| Creative Planning | 0.00% | Reduce -9.6% | 12,312 | $273K |
| XML Financial, LLC | 0.02% | New | 12,238 | $271K |
| Hurley Capital, LLC | 0.15% | Add +1.2% | 12,235 | $271K |
| Kesler, Norman & Wride, LLC | 0.05% | No change | 12,088 | $258K |
| Chicago Partners Investment Group LLC | 0.01% | New | 11,256 | $250K |
| Addison Advisors LLC | 0.06% | No change | 11,220 | $249K |
| Arkadios Wealth Advisors | 0.01% | Add +12.2% | 11,195 | $248K |
| Arcadia Investment Advisors LLC | 0.12% | Add +29.0% | 11,078 | $245K |
| Frisch Financial Group, Inc. | 0.05% | New | 10,611 | $235K |
| Austin Private Wealth, LLC | 0.02% | Add +3.0% | 10,546 | $234K |
| Diversify Advisory Services, LLC | 0.01% | Add +1.7% | 10,509 | $232K |
| Quadrature Capital Ltd | 0.00% | New | 10,200 | $226K |
| Oak Family Advisors, LLC | 0.07% | Reduce -13.1% | 9,909 | $219K |
| Summit Wealth Partners, LLC | 0.04% | No change | 9,803 | $217K |
| Midland Wealth Advisors, LLC | 0.01% | New | 9,702 | $215K |
| Moors & Cabot, Inc. | 0.01% | New | 9,651 | $214K |
| Atria Investments, Inc | 0.00% | Add +2.0% | 9,625 | $213K |
| Mosaic Family Wealth Partners, LLC | 0.02% | New | 9,620 | $213K |
| Scotia Capital Inc. | 0.00% | No change | 9,500 | $210K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 9,423 | $209K |
| Bradley & Co. Private Wealth Management, LLC | 0.11% | No change | 9,253 | $205K |
| Accretive Wealth Partners, LLC | 0.06% | No change | 9,204 | $204K |
| Sarver Vrooman Wealth Advisors | 0.13% | Reduce -0.4% | 9,180 | $203K |
| Trust Co | 0.02% | No change | 7,630 | $169K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,364 | $163K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 6,938 | $154K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 6,850 | $152K |
| Harbour Investments, Inc. | 0.00% | Add +1.2% | 6,382 | $141K |
| JDM Financial Group LLC | 0.06% | New | 6,370 | $141K |
| Bogart Wealth, LLC | 0.01% | No change | 6,124 | $136K |
| Signaturefd, LLC | 0.00% | New | 6,077 | $135K |
| Stone House Investment Management, LLC | 0.02% | No change | 5,734 | $127K |
| Princeton Global Asset Management LLC | 0.02% | Add +12.6% | 5,452 | $121K |
| Barrett & Company, Inc. | 0.04% | Add +143.8% | 5,086 | $113K |
| CVA Family Office, LLC | 0.01% | No change | 4,565 | $101K |
| Ancora Advisors LLC | 0.00% | No change | 4,104 | $91K |
| Phillips Financial Management, LLC | 0.01% | No change | 4,049 | $90K |
| 2UniFi Bank | 0.04% | Reduce -12.4% | 3,927 | $87K |
| CNB Bank | 0.03% | New | 2,905 | $64K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,470 | $55K |
| United Community Bank | 0.02% | No change | 2,270 | $50K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $44K |
| Private Trust Co. NA | 0.00% | No change | 1,423 | $32K |
| Principal Securities, Inc. | 0.00% | Add +36.1% | 1,394 | $31K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,331 | $29K |
| Coastline Trust Co | 0.00% | No change | 1,316 | $29K |
| Hemington Wealth Management | 0.00% | No change | 1,276 | $28K |
| Capital Analysts, LLC | 0.00% | No change | 1,250 | $28K |
| Spire Wealth Management | 0.00% | New | 1,200 | $27K |
| Eastern Bank | 0.00% | No change | 1,025 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1.2% | 932 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 918 | $20K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 847 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 837 | $19K |
| NBT Bank, N.A. | 0.00% | New | 830 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 795 | $18K |
| Rossby Financial, LCC | 0.01% | No change | 810 | $18K |
| Key Financial Inc | 0.00% | New | 684 | $15K |
| Bank of Montreal | 0.00% | New | 650 | $14K |
| Kozak & Associates, Inc. | 0.00% | New | 617 | $14K |
| First PREMIER Bank | 0.00% | No change | 351 | $8K |
| AlphaCore Capital LLC | 0.00% | Reduce -73.8% | 355 | $8K |
| Aventura Private Wealth, LLC | 0.00% | No change | 58 | $1K |
| CIBC Private Wealth Group LLC | 0.00% | New | 24 | $532 |
"% 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.