iShares Ibonds Dec 2030IBDVETF
13F holders, Q4 2025 (December 31)315holders +47
45new positions
11sold out
1famous investor
$22.07avg. 13F price*
At the end of Q4 2025, 315 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 47 from Q3 2025. 45 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($179.7M), Mercer Global Advisors Inc. ($136.6M) and Aptus Capital Advisors, LLC ($130.9M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $135.1M |
| Exits | 11 | $11.0M |
All 13F filers, Q3 2025 → Q4 2025: 23,615,612 shares bought and 1,223,070 shares sold, net +22,392,542 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 315 holders
| Bank of America Corp. | 0.01% | Add +46.7% | 8,141,072 | $179.7M |
| Mercer Global Advisors Inc. | 0.21% | Add +60.5% | 6,189,596 | $136.6M |
| Aptus Capital Advisors, LLC | 1.11% | Add +5.5% | 5,933,256 | $130.9M |
| Capital Investment Advisors, LLC | 1.32% | Add +6.2% | 3,912,881 | $86.4M |
| Morgan Stanley | 0.00% | Add +22.8% | 3,572,524 | $78.8M |
| Raymond James Financial Inc. | 0.02% | Add +44.0% | 3,549,093 | $78.3M |
| Wells Fargo & Company | 0.01% | Add +6.5% | 3,032,393 | $66.9M |
| Capital Advisors Inc. | 1.08% | Add +2.8% | 3,026,891 | $66.8M |
| Royal Bank of Canada | 0.01% | Add +12.5% | 2,342,102 | $51.7M |
| HighTower Advisors, LLC | 0.06% | Add +6.8% | 2,292,925 | $50.6M |
| UBS Group AG | 0.01% | Add +34.0% | 1,873,007 | $41.3M |
| HM Payson & Co. | 0.51% | Add +2173.2% | 1,652,913 | $36.5M |
| Sigma Investment Counselors Inc. | 1.82% | Reduce -0.6% | 1,624,318 | $35.8M |
| Summit Financial, LLC | 0.51% | Add +1.4% | 1,574,557 | $34.8M |
| Klingman & Associates, LLC | 1.67% | Add +9.3% | 1,569,753 | $34.6M |
| Gratus Wealth Advisors, LLC | 4.54% | New | 1,482,987 | $32.7M |
| Sound View Wealth Advisors Group, LLC | 2.19% | Add +49.7% | 1,478,715 | $32.6M |
| Kathmere Capital Management, LLC | 2.05% | New | 1,376,104 | $30.4M |
| NewEdge Advisors, LLC | 0.09% | Add +19.5% | 1,134,774 | $25.0M |
| Apollon Wealth Management, LLC | 0.43% | Add +6.6% | 1,127,064 | $24.9M |
| US Bancorp \de | 0.03% | Add +1.8% | 1,120,067 | $24.7M |
| RVW Wealth, LLC | 1.88% | New | 1,113,152 | $24.6M |
| Stifel Financial Corp. | 0.02% | Add +9.3% | 957,483 | $21.1M |
| Woodmont Investment Counsel LLC | 1.32% | Add +19.9% | 953,887 | $21.1M |
| Advisors Capital Management, LLC | 0.25% | Add +5.8% | 947,056 | $20.9M |
| LPL Financial LLC | 0.01% | Add +67.8% | 857,484 | $18.9M |
| MV Capital Management, Inc. | 1.77% | Add +4.7% | 835,858 | $18.4M |
| Howland Capital Management LLC | 0.68% | Add +16.6% | 807,024 | $17.8M |
| EP Wealth Advisors, LLC | 0.08% | — | 722,666 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.2% | 695,875 | $15.4M |
| Arrow Financial Corp | 1.47% | Add +3.6% | 667,192 | $14.7M |
| Mariner, LLC | 0.02% | Add +467.6% | 616,019 | $13.6M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.1% | 604,975 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +1.1% | 599,953 | $13.2M |
| PFG Private Wealth Management, LLC | 5.66% | New | 586,432 | $12.9M |
| Venture Visionary Partners LLC | 0.41% | Add +1.0% | 568,050 | $12.6M |
| Ironwood Financial, llc | 1.99% | Add +7.5% | 533,013 | $11.8M |
| Kestra Advisory Services, LLC | 0.04% | Add +159.6% | 475,819 | $10.5M |
| Captrust Financial Advisors | 0.02% | Add +1050.5% | 467,361 | $10.3M |
| Probity Advisors, Inc. | 1.65% | Add +4.5% | 465,937 | $10.3M |
| Rebalance, LLC | 0.59% | New | 459,388 | $10.1M |
| Benjamin Edwards Inc. | 0.11% | Add +29.6% | 454,157 | $10.0M |
| Lyell Wealth Management, LP | 0.72% | Add +21.7% | 452,987 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.2% | 451,164 | $10.0M |
| First National Trust Co | 0.33% | Add +40.9% | 450,474 | $9.9M |
| Commonwealth Financial Services, LLC | 1.60% | Add +4.1% | 439,182 | $9.7M |
| Snowden Capital Advisors LLC | 0.25% | Add +22.8% | 437,990 | $9.7M |
| CENTRAL TRUST Co | 0.19% | Add +48.9% | 436,437 | $9.6M |
| Rwa Wealth Partners, LLC | 0.10% | Add +0.2% | 432,913 | $9.6M |
| Novem Group | 1.09% | Add +5.1% | 426,949 | $9.4M |
| MinichMacGregor Wealth Management, LLC | 1.71% | Add +7.4% | 426,638 | $9.4M |
| Parkway Wealth Management Group, LLC | 1.24% | — | 418,763 | $9.2M |
| BlackRock, Inc. | 0.00% | Add +369.3% | 409,209 | $9.0M |
| Guidance Point Advisors, LLC | 2.08% | Add +22.6% | 397,616 | $8.8M |
| Centric Wealth Management | 1.84% | Add +3.7% | 394,285 | $8.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.2% | 380,981 | $8.4M |
| Eight 31 Financial, LLC | 4.47% | Add +7.4% | 369,742 | $8.2M |
| Atlantic Union Bankshares Corp | 0.15% | Add +37.1% | 362,828 | $8.0M |
| Peloton Wealth Strategists | 3.17% | Add +21.5% | 359,850 | $7.9M |
| Parallel Advisors, LLC | 0.14% | Add +28.1% | 353,005 | $7.8M |
| Sanctuary Advisors, LLC | 0.04% | Add +1442.3% | 344,445 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.7% | 329,418 | $7.3M |
| Cornerstone Planning, LLC | 1.68% | — | 328,400 | $7.3M |
| Glenview Trust Co | 0.11% | Add +27.6% | 322,229 | $7.1M |
| Arcadia Investment Advisors LLC | 3.02% | Add +2551.0% | 293,682 | $6.5M |
| Lido Advisors, LLC | 0.03% | Add +5.4% | 285,447 | $6.3M |
| Praetorian Wealth Management, Inc. | 1.21% | Add +8.4% | 277,002 | $6.1M |
| Allworth Financial LP | 0.02% | Add +1058.2% | 269,444 | $5.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.48% | Add +8.5% | 254,945 | $5.6M |
| Wilkins Miller Wealth Management, LLC | 3.32% | Add +2.7% | 252,808 | $5.6M |
| Signature Wealth Management Group | 2.23% | Reduce -0.4% | 248,375 | $5.5M |
| OneDigital Investment Advisors LLC | 0.05% | New | 248,375 | $5.5M |
| Krilogy Financial LLC | 0.18% | Add +3.8% | 244,936 | $5.4M |
| 4Thought Financial Group Inc. | 2.62% | Add +5.2% | 239,722 | $5.3M |
| LBMC Investment Advisors, LLC | 0.33% | Add +11.5% | 239,343 | $5.3M |
| Atria Investments, Inc | 0.06% | Add +2327.1% | 233,606 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +14.4% | 229,845 | $5.1M |
| Windsor Capital Management, LLC | 1.48% | Add +4.1% | 228,521 | $5.0M |
| IFP Advisors, Inc | 0.11% | Add +79.6% | 227,513 | $5.0M |
| Hancock Whitney Corp. | 0.09% | Reduce -2.1% | 224,886 | $5.0M |
| Nestegg Advisors, Inc. | 3.98% | Reduce -46.9% | 210,973 | $4.7M |
| Cwm, LLC | 0.01% | Add +26.7% | 206,486 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.4% | 204,836 | $4.5M |
| Virginia Wealth Management Group, Inc. | 2.59% | New | 200,860 | $4.4M |
| Keeler Thomas Management LLC | 2.11% | Reduce -0.6% | 200,827 | $4.4M |
| Houlihan Financial Resource Group, Ltd. | 1.69% | Add +149.7% | 197,348 | $4.4M |
| Winthrop Partners - WNY, LLC | 2.34% | — | 196,868 | $4.3M |
| Members Wealth LLC | 2.68% | Add +1.7% | 193,880 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.1% | 181,404 | $4.0M |
| Rossmore Private Capital | 0.35% | Add +45.5% | 178,033 | $3.9M |
| MCF Advisors LLC | 0.21% | Add +1.3% | 169,984 | $3.8M |
| Hamel Associates, Inc. | 1.08% | Add +48.5% | 162,956 | $3.6M |
| Quantum Financial Advisors, LLC | 0.40% | Add +20.4% | 161,308 | $3.6M |
| Precedent Wealth Partners, LLC | 0.72% | Add +6.5% | 155,786 | $3.4M |
| Romano Brothers and Company | 0.39% | Add +44.9% | 155,777 | $3.4M |
| Fulton Breakefield Broenniman LLC | 0.22% | Add +2.8% | 154,401 | $3.4M |
| Osaic Holdings, Inc. | 0.00% | Add +131.8% | 150,426 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +6.3% | 149,614 | $3.3M |
| Stonebrook Private Inc. | 0.67% | Add +42.5% | 144,897 | $3.2M |
| Adirondack Trust Co. | 0.96% | Add +14.8% | 132,826 | $2.9M |
"% 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.