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 |
| Penobscot Investment Management Company, Inc. | 0.22% | Add +43.8% | 130,442 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -0.3% | 129,502 | $2.9M |
| LifePlan Financial, LLC | 2.07% | Add +2.4% | 122,362 | $2.7M |
| Jones Financial Companies LLLP | 0.00% | Add +40.8% | 120,957 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +44.8% | 118,125 | $2.6M |
| Twin Cities Retirement Group LLC | 2.46% | — | 115,479 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | Add +5.4% | 113,856 | $2.5M |
| Arcataur Capital Management LLC | 0.71% | Reduce -0.5% | 112,398 | $2.5M |
| Leo Wealth, LLC | 0.18% | Add +1.1% | 111,424 | $2.5M |
| Beese Fulmer Investment Management, Inc. | 0.16% | Add +146.4% | 109,615 | $2.4M |
| Instrumental Wealth, LLC | 1.43% | Add +10.9% | 107,518 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Add +37.3% | 105,063 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +220.2% | 104,322 | $2.3M |
| Laurel Wealth Advisors LLC | 0.29% | Add +10.9% | 100,900 | $2.2M |
| Associated Banc-Corp | 0.06% | Add +8.8% | 98,624 | $2.2M |
| FourThought Financial Partners, LLC | 0.18% | Add +90.3% | 93,926 | $2.1M |
| Greater Midwest Financial Group, LLC | 1.15% | Add +16.9% | 93,174 | $2.1M |
| Gotham Asset Management | 0.01% | Add +133.9% | 91,176 | $2.0M |
| Meridian Wealth Management, LLC | 0.07% | Add +5.7% | 91,120 | $2.0M |
| Kintra Wealth, LLC | 0.27% | Add +0.3% | 88,919 | $2.0M |
| LFA - Lugano Financial Advisors SA | 1.00% | Add +16.7% | 87,762 | $1.9M |
| Wrapmanager Inc. | 0.65% | Reduce -18.6% | 87,711 | $1.9M |
| Segment Wealth Management, LLC | 0.11% | Add +1.1% | 86,810 | $1.9M |
| Sowell Financial Services LLC | 0.07% | Add +204.3% | 83,425 | $1.8M |
| Resonant Capital Advisors, LLC | 0.10% | Add +15.0% | 81,967 | $1.8M |
| Wealthstar Advisors, LLC | 0.98% | Reduce -10.2% | 81,802 | $1.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -1.0% | 81,618 | $1.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.52% | Add +50.4% | 81,382 | $1.8M |
| Beacon Financial Group | 0.17% | Add +10.5% | 79,301 | $1.8M |
| Breachway Investments LLC | 1.83% | — | 78,785 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Add +2.0% | 77,077 | $1.7M |
| Crews Bank & Trust | 0.24% | Add +50.8% | 76,460 | $1.7M |
| Spinnaker Trust | 0.09% | Add +25.8% | 76,090 | $1.7M |
| Cabot Wealth Management Inc. | 0.18% | Add +6.6% | 75,816 | $1.7M |
| Quadrature Capital Ltd | 0.02% | Add +623.1% | 73,758 | $1.6M |
| Cherry Tree Wealth Management, LLC | 0.34% | Add +5.5% | 72,760 | $1.6M |
| Drive Wealth Management, LLC | 0.30% | Reduce -8.5% | 70,147 | $1.5M |
| Beaumont Asset Management, L.L.C. | 0.77% | Add +27.4% | 70,128 | $1.5M |
| Chesley Taft & Associates LLC | 0.06% | Add +5.8% | 68,000 | $1.5M |
| Oldfather Financial Services, LLC | 0.43% | Add +270.4% | 65,985 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.95% | Reduce -11.3% | 65,857 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +31.3% | 64,387 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +50.8% | 61,711 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.78% | Add +61.7% | 61,600 | $1.4M |
| Freestone Capital Holdings, LLC | 0.04% | Add +19.1% | 60,420 | $1.3M |
| NovaPoint Capital, LLC | 0.34% | Add +14.0% | 59,047 | $1.3M |
| Composition Wealth, LLC | 0.02% | Add +13.9% | 58,910 | $1.3M |
| Sonata Capital Group Inc. | 0.44% | Add +63.4% | 55,611 | $1.2M |
| Archford Capital Strategies, LLC | 0.14% | Reduce -0.9% | 54,994 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.3% | 53,693 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | Add +1.2% | 52,960 | $1.2M |
| First Fiduciary Investment Counsel, Inc. | 0.22% | New | 51,600 | $1.1M |
| Walleye Partners, LLC | 1.26% | — | 51,485 | $1.1M |
| InvesTrust | 0.44% | Add +275.8% | 51,354 | $1.1M |
| Bank of New Hampshire | 0.25% | Add +11.3% | 50,035 | $1.1M |
| Meitav Investment House Ltd. | 0.01% | Reduce -11.2% | 49,540 | $1.1M |
| Little House Capital LLC | 0.27% | Reduce -9.0% | 48,715 | $1.1M |
| Farmers National Bank | 0.24% | Add +3.9% | 48,343 | $1.1M |
| Gilbert & Cook, Inc. | 0.13% | New | 48,214 | $1.1M |
| REDW Wealth LLC | 0.40% | Reduce -1.6% | 47,780 | $1.1M |
| Harbor Advisory Corp. | 0.31% | New | 46,886 | $1.0M |
| Montecito Bank & Trust | 0.16% | Add +33.5% | 45,366 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Add +40.5% | 44,570 | $984K |
| Bullock Wealth Management Group | 0.47% | — | 43,694 | $964K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.7% | 42,521 | $938K |
| Cowa, LLC | 0.28% | Add +19.4% | 42,400 | $936K |
| Belpointe Asset Management LLC | 0.03% | Add +36.4% | 41,195 | $909K |
| Jacobi Capital Management LLC | 0.05% | Add +11.4% | 40,766 | $900K |
| Jefferson Bridge Capital, LLC | 0.89% | — | 40,150 | $886K |
| McGlone Suttner Wealth Management, Inc. | 0.11% | Add +27.1% | 38,453 | $849K |
| Moneco Advisors, LLC | 0.07% | Add +15.6% | 37,896 | $836K |
| Alliance Wealth Advisors, LLC | 0.18% | New | 37,795 | $834K |
| Foundry Financial Group, Inc. | 0.42% | New | 37,643 | $831K |
| Blue Square Asset Management, LLC | 0.36% | Reduce -1.2% | 37,128 | $819K |
| CGN Advisors LLC | 0.06% | Reduce -6.5% | 36,790 | $812K |
| Baron Silver Stevens Financial Advisors, LLC | 0.11% | Add +1.2% | 34,765 | $767K |
| Harbor Investment Advisory, LLC | 0.06% | Add +171.6% | 34,627 | $764K |
| STAR Financial Bank | 0.39% | Reduce -1.8% | 34,276 | $756K |
| Reliant Wealth Planning | 0.23% | Add +101.5% | 33,366 | $736K |
| Brookstone Capital Management | 0.01% | New | 33,024 | $729K |
| First Interstate Bank | 0.04% | No change | 32,782 | $723K |
| Gilbert Capital Group, Inc. | 0.54% | Add +38.1% | 32,329 | $714K |
| Newman Dignan & Sheerar, Inc. | 0.15% | Add +12.0% | 31,983 | $706K |
| DecisionMap Wealth Management, LLC | 0.43% | Add +15.8% | 31,290 | $691K |
| Focus Partners Wealth | 0.00% | No change | 30,519 | $674K |
| Gradient Capital Advisors, LLC | 0.17% | Add +1.9% | 29,999 | $662K |
| Foundation Wealth Management, LLC | 0.45% | Add +31.8% | 29,225 | $645K |
| Sightline Wealth Advisors, LLC | 0.27% | Add +6.4% | 28,299 | $625K |
| 10Elms LLP | 0.64% | Add +6.5% | 27,641 | $610K |
| Dearborn Partners LLC | 0.03% | New | 27,594 | $609K |
| Fifth Third Bancorp | 0.00% | Add +31.8% | 27,562 | $608K |
| StoneX Group Inc. | 0.03% | Add +57.7% | 27,225 | $601K |
| Hyposwiss Advisors SA | 0.57% | — | 26,425 | $583K |
| Roble, Belko & Company, Inc | 0.08% | No change | 26,402 | $583K |
| GTS Securities LLC | 0.02% | New | 26,131 | $577K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $574K |
| Tableaux LLC | 0.39% | New | 25,176 | $555K |
| Truist Financial Corp. | 0.00% | Add +7.2% | 24,941 | $550K |
| Creative Planning | 0.00% | Add +100.3% | 24,666 | $544K |
| Stokes Family Office, LLC | 0.05% | No change | 23,845 | $526K |
| Leavell Investment Management, Inc. | 0.02% | Add +39.2% | 23,470 | $518K |
| XML Financial, LLC | 0.04% | Add +91.6% | 23,446 | $517K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +27.5% | 23,268 | $514K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 23,041 | $508K |
| Redwood Financial Network Corp | 0.32% | Add +18.0% | 22,922 | $506K |
| Great Diamond Partners, LLC | 0.10% | New | 22,728 | $502K |
| Neuberger Berman Group LLC | 0.00% | Add +13.1% | 22,331 | $493K |
| MML Investors Services, LLC | 0.00% | Add +31.9% | 22,064 | $487K |
| Equitable Holdings, Inc. | 0.00% | New | 22,028 | $486K |
| Cfo Capital Management LLC | 0.35% | — | 21,430 | $473K |
| Advisory Services Network, LLC | 0.01% | Add +5.9% | 21,381 | $472K |
| Ellis Investment Partners, LLC | 0.08% | New | 20,593 | $454K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -19.4% | 20,564 | $453K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.2% | 20,279 | $448K |
| Mutual Advisors, LLC | 0.01% | No change | 19,710 | $435K |
| Clearstead Trust, LLC | 0.07% | New | 19,563 | $432K |
| Simon Quick Advisors, LLC | 0.02% | Add +13.9% | 18,920 | $418K |
| Naples Global Advisors, LLC | 0.03% | Add +45.0% | 18,620 | $411K |
| Fortis Capital Management LLC | 0.05% | Reduce -5.8% | 18,204 | $402K |
| Advance Capital Management, Inc. | 0.02% | Add +35.6% | 17,831 | $394K |
| American Trust | 0.03% | Add +3.6% | 17,291 | $382K |
| Oak Family Advisors, LLC | 0.12% | Add +73.6% | 17,203 | $380K |
| Clearstead Advisors, LLC | 0.00% | Add +7.6% | 17,103 | $377K |
| Gryphon Financial Partners LLC | 0.04% | Reduce -18.1% | 16,933 | $374K |
| Yoder Wealth Management, Inc. | 0.17% | Add +17.4% | 16,900 | $373K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 16,493 | $364K |
| Bank of New York Mellon Corp | 0.00% | New | 16,077 | $355K |
| Straight Path Wealth Management | 0.09% | Add +27.1% | 15,944 | $352K |
| Cyr Financial Inc. | 0.21% | New | 15,602 | $344K |
| Ascentis Independent Advisors | 0.06% | No change | 15,600 | $344K |
| Midland Wealth Advisors, LLC | 0.02% | Add +58.3% | 15,359 | $339K |
| 4J Wealth Management LLC | 0.19% | Add +0.7% | 15,168 | $335K |
| Comerica Bank | 0.00% | Add +6.4% | 14,904 | $329K |
| Robinson Smith Wealth Advisors LLC | 0.22% | Add +15.6% | 14,789 | $326K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +10.2% | 14,720 | $325K |
| Princeton Global Asset Management LLC | 0.05% | Add +167.8% | 14,600 | $322K |
| Thrivent Financial for Lutherans | 0.00% | New | 14,518 | $321K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +1.5% | 14,461 | $319K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -4.9% | 13,952 | $308K |
| Advisor OS, LLC | 0.02% | New | 13,709 | $303K |
| Koshinski Asset Management, Inc. | 0.02% | Add +9.7% | 13,709 | $303K |
| Nwam LLC | 0.02% | Add +0.8% | 12,877 | $284K |
| Element Wealth, LLC | 0.12% | New | 12,886 | $284K |
| TD Waterhouse Canada Inc. | 0.00% | New | 12,962 | $283K |
| Kesler, Norman & Wride, LLC | 0.05% | Add +5.8% | 12,786 | $282K |
| Arkadios Wealth Advisors | 0.01% | Add +11.8% | 12,517 | $276K |
| Accretive Wealth Partners, LLC | 0.08% | Add +35.4% | 12,462 | $275K |
| Hurley Capital, LLC | 0.15% | Add +1.5% | 12,421 | $274K |
| Heartland Bank & Trust Co | 0.12% | New | 12,382 | $273K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 12,300 | $271K |
| Moors & Cabot, Inc. | 0.01% | Add +22.2% | 11,797 | $260K |
| Austin Private Wealth, LLC | 0.02% | Add +10.7% | 11,679 | $258K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 11,401 | $252K |
| Alterna Wealth Management, Inc. | 0.21% | New | 11,284 | $249K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 11,256 | $249K |
| Addison Advisors LLC | 0.06% | No change | 11,220 | $248K |
| Granite Harbor Advisors, Inc. | 0.10% | Reduce -72.9% | 11,052 | $244K |
| Sarver Vrooman Wealth Advisors | 0.15% | Add +19.4% | 10,958 | $242K |
| Conrad Siegel Investment Advisors, Inc. | 0.05% | New | 10,904 | $241K |
| Diversify Advisory Services, LLC | 0.01% | Add +3.0% | 10,826 | $239K |
| Focused Alpha, LLC | 0.07% | — | 10,819 | $239K |
| Summit Wealth Partners, LLC | 0.04% | No change | 9,803 | $216K |
| Barclays PLC | 0.00% | New | 9,789 | $216K |
| Mosaic Family Wealth Partners, LLC | 0.02% | Add +1.5% | 9,766 | $216K |
| Sterling Investment Advisors, Ltd. | 0.04% | New | 9,660 | $213K |
| MLP3, LLC | 0.23% | — | 9,518 | $210K |
| Scotia Capital Inc. | 0.00% | No change | 9,500 | $210K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 9,423 | $208K |
| Frisch Financial Group, Inc. | 0.05% | Reduce -12.3% | 9,309 | $205K |
| Barrett & Company, Inc. | 0.07% | Add +78.7% | 9,086 | $201K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -61.6% | 8,148 | $180K |
| Bradley & Co. Private Wealth Management, LLC | 0.09% | Reduce -14.0% | 7,956 | $176K |
| Trust Co | 0.02% | Add +0.0% | 7,631 | $168K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 6,938 | $153K |
| Bogart Wealth, LLC | 0.01% | Add +11.1% | 6,802 | $150K |
| MidFirst Bank | 0.01% | — | 6,643 | $147K |
| Harbour Investments, Inc. | 0.00% | Add +3.5% | 6,603 | $146K |
| Signaturefd, LLC | 0.00% | Add +4.4% | 6,347 | $140K |
| JDM Financial Group LLC | 0.05% | Reduce -0.5% | 6,337 | $140K |
| Y.D. More Investments Ltd | 0.01% | New | 6,000 | $132K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,975 | $132K |
| FMR LLC | 0.00% | New | 5,916 | $131K |
| Stone House Investment Management, LLC | 0.02% | No change | 5,734 | $127K |
| CVA Family Office, LLC | 0.01% | No change | 4,565 | $101K |
| Valley Wealth Managers, Inc. | 0.01% | Add +240.4% | 4,531 | $100K |
| AE Wealth Management LLC | 0.00% | New | 4,267 | $94K |
| Ancora Advisors LLC | 0.00% | No change | 4,104 | $91K |
| Phillips Financial Management, LLC | 0.01% | No change | 4,049 | $89K |
| 2UniFi Bank | 0.04% | No change | 3,927 | $87K |
| CNB Bank | 0.03% | Add +24.1% | 3,606 | $80K |
| National Bank of Canada | 0.00% | New | 3,291 | $72K |
| Bokf, NA | 0.00% | New | 3,091 | $68K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,500 | $55K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,470 | $55K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $44K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.5% | 1,515 | $33K |
| Private Trust Co. NA | 0.00% | Reduce -5.5% | 1,344 | $30K |
| Coastline Trust Co | 0.00% | No change | 1,316 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 1,250 | $28K |
| Maseco LLP | 0.00% | New | 1,165 | $26K |
| High Note Wealth, LLC | 0.00% | New | 1,130 | $25K |
| Eastern Bank | 0.00% | No change | 1,025 | $23K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.5% | 932 | $21K |
| Blue Trust, Inc. | 0.00% | Add +1.5% | 860 | $19K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.4% | 849 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.5% | 807 | $18K |
| Key Financial Inc | 0.00% | No change | 684 | $15K |
| Bank of Montreal | 0.00% | Add +1.5% | 660 | $15K |
| Rossby Financial, LCC | 0.00% | Reduce -42.4% | 467 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | Add +1437.5% | 369 | $8K |
| First PREMIER Bank | 0.00% | No change | 351 | $8K |
| AlphaCore Capital LLC | 0.00% | No change | 355 | $8K |
| SageView Advisory Group, LLC | 0.00% | New | 169 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 118 | $3K |
| Aventura Private Wealth, LLC | 0.00% | No change | 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.