iShares Ibonds Dec 2030IBDVETF
13F holders, Q1 2026 (March 31)336holders +21
38new positions
15sold out
2famous investors
$21.89avg. 13F price*
At the end of Q1 2026, 336 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 21 from Q4 2025. 38 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($198.5M), Aptus Capital Advisors, LLC ($132.3M) and Mercer Global Advisors Inc. ($117.6M). 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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $32.2M |
| Exits | 15 | $8.4M |
All 13F filers, Q4 2025 → Q1 2026: 13,878,102 shares bought and 3,205,203 shares sold, net +10,672,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 336 holders
| Bank of America Corp. | 0.01% | Add +11.4% | 9,068,595 | $198.5M |
| Aptus Capital Advisors, LLC | 1.11% | Add +1.8% | 6,041,703 | $132.3M |
| Mercer Global Advisors Inc. | 0.17% | Reduce -13.2% | 5,374,232 | $117.6M |
| Morgan Stanley | 0.01% | Add +32.6% | 4,738,224 | $103.7M |
| Raymond James Financial Inc. | 0.03% | Add +21.3% | 4,304,559 | $94.2M |
| Capital Investment Advisors, LLC | 1.30% | Add +4.1% | 4,072,983 | $89.2M |
| Capital Advisors Inc. | 1.13% | Add +6.2% | 3,215,231 | $70.4M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 2,929,125 | $64.1M |
| Royal Bank of Canada | 0.01% | Add +7.2% | 2,511,724 | $55.0M |
| HM Payson & Co. | 0.78% | Add +48.5% | 2,454,411 | $53.7M |
| HighTower Advisors, LLC | 0.05% | Add +2.8% | 2,357,358 | $51.6M |
| UBS Group AG | 0.01% | Add +13.0% | 2,117,088 | $46.3M |
| Lido Advisors, LLC | 0.17% | Add +593.8% | 1,980,284 | $43.3M |
| Sound View Wealth Advisors Group, LLC | 2.60% | Add +18.1% | 1,746,344 | $38.2M |
| Klingman & Associates, LLC | 1.75% | Add +5.1% | 1,650,363 | $36.1M |
| Sigma Investment Counselors Inc. | 1.90% | Add +1.2% | 1,643,783 | $36.0M |
| Summit Financial, LLC | 0.45% | Add +2.2% | 1,609,633 | $35.2M |
| Gratus Wealth Advisors, LLC | 5.07% | Add +7.9% | 1,599,810 | $35.0M |
| Kathmere Capital Management, LLC | 2.04% | Add +9.1% | 1,500,942 | $32.9M |
| RVW Wealth, LLC | 2.06% | Add +8.3% | 1,206,110 | $26.4M |
| Venture Visionary Partners LLC | 0.85% | Add +105.6% | 1,168,091 | $25.6M |
| US Bancorp \de | 0.03% | Add +4.1% | 1,166,380 | $25.5M |
| NewEdge Advisors, LLC | 0.09% | Add +1.2% | 1,148,770 | $25.1M |
| Woodmont Investment Counsel LLC | 1.44% | Add +11.6% | 1,064,345 | $23.3M |
| Stifel Financial Corp. | 0.02% | Add +10.7% | 1,060,287 | $23.2M |
| LPL Financial LLC | 0.01% | Add +21.1% | 1,038,021 | $22.7M |
| Advisors Capital Management, LLC | 0.25% | Add +3.4% | 979,384 | $21.4M |
| MV Capital Management, Inc. | 1.98% | Add +10.1% | 920,078 | $20.1M |
| Howland Capital Management LLC | 0.76% | Add +9.3% | 881,649 | $19.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.0% | 716,488 | $15.7M |
| EP Wealth Advisors, LLC | 0.08% | Reduce -1.2% | 713,760 | $15.6M |
| Arrow Financial Corp | 1.51% | Add +2.7% | 684,978 | $15.0M |
| Mariner, LLC | 0.02% | Add +6.5% | 656,216 | $14.4M |
| BlackRock, Inc. | 0.00% | Add +59.5% | 652,797 | $14.3M |
| Kestra Advisory Services, LLC | 0.05% | Add +36.6% | 649,951 | $14.2M |
| Ameriprise Financial Inc. | 0.00% | Add +7.7% | 646,153 | $14.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.9% | 622,604 | $13.6M |
| PFG Private Wealth Management, LLC | 5.76% | Add +5.9% | 621,042 | $13.6M |
| First National Trust Co | 0.44% | Add +30.8% | 589,237 | $12.9M |
| Ironwood Financial, llc | 2.12% | Add +4.3% | 555,651 | $12.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +20.1% | 541,787 | $11.9M |
| Susquehanna International Group, LLP | 0.01% | New | 523,836 | $11.5M |
| Probity Advisors, Inc. | 1.80% | Add +11.4% | 519,002 | $11.4M |
| CENTRAL TRUST Co | 0.22% | Add +14.9% | 501,553 | $11.0M |
| Captrust Financial Advisors | 0.02% | Add +4.0% | 486,128 | $10.6M |
| Glenview Trust Co | 0.17% | Add +49.2% | 480,812 | $10.5M |
| Rebalance, LLC | 0.61% | Add +4.1% | 478,021 | $10.5M |
| Commonwealth Financial Services, LLC | 1.63% | Add +7.2% | 470,930 | $10.3M |
| Lyell Wealth Management, LP | 0.75% | Add +3.3% | 467,998 | $10.2M |
| Parkway Wealth Management Group, LLC | 1.28% | Add +10.6% | 462,944 | $10.1M |
| Benjamin Edwards Inc. | 0.10% | Add +1.4% | 460,569 | $10.1M |
| MinichMacGregor Wealth Management, LLC | 1.76% | Add +6.8% | 455,756 | $10.0M |
| Snowden Capital Advisors LLC | 0.26% | Add +0.4% | 439,815 | $9.6M |
| Rwa Wealth Partners, LLC | 0.10% | Add +0.1% | 433,305 | $9.5M |
| Cornerstone Planning, LLC | 2.13% | Add +31.0% | 430,138 | $9.4M |
| Centric Wealth Management | 1.82% | Add +6.2% | 418,846 | $9.1M |
| Guidance Point Advisors, LLC | 2.20% | Add +3.9% | 413,119 | $9.0M |
| Atlantic Union Bankshares Corp | 0.17% | Add +10.3% | 400,328 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.4% | 393,979 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +88.8% | 386,766 | $8.5M |
| Sanctuary Advisors, LLC | 0.04% | Add +9.3% | 376,619 | $8.2M |
| Peloton Wealth Strategists | 3.42% | Add +4.1% | 374,650 | $8.2M |
| Parallel Advisors, LLC | 0.15% | Add +5.8% | 373,595 | $8.2M |
| Eight 31 Financial, LLC | 4.78% | Reduce -2.3% | 361,225 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.4% | 353,881 | $7.7M |
| Arcadia Investment Advisors LLC | 3.28% | Add +8.2% | 317,638 | $7.0M |
| Praetorian Wealth Management, Inc. | 1.24% | Add +7.4% | 297,532 | $6.5M |
| Allworth Financial LP | 0.03% | Add +6.6% | 287,179 | $6.3M |
| LBMC Investment Advisors, LLC | 0.38% | Add +17.7% | 281,756 | $6.2M |
| Wilkins Miller Wealth Management, LLC | 3.40% | Add +1.6% | 256,888 | $5.6M |
| Droms Strauss Advisors Inc. /Mo/ | 1.46% | Add +0.2% | 255,349 | $5.6M |
| Cwm, LLC | 0.01% | Add +21.1% | 250,027 | $5.5M |
| Atria Investments, Inc | 0.06% | Add +6.9% | 249,774 | $5.5M |
| OneDigital Investment Advisors LLC | 0.05% | Add +0.4% | 249,339 | $5.5M |
| Krilogy Financial LLC | 0.18% | Add +1.3% | 248,164 | $5.4M |
| Signature Wealth Management Group | 2.06% | Reduce -0.1% | 248,077 | $5.4M |
| IFP Advisors, Inc | 0.11% | Add +8.8% | 247,605 | $5.4M |
| Windsor Capital Management, LLC | 1.59% | Add +6.1% | 242,413 | $5.3M |
| 4Thought Financial Group Inc. | 2.59% | Reduce -0.3% | 238,935 | $5.2M |
| Hancock Whitney Corp. | 0.09% | Add +5.9% | 238,254 | $5.2M |
| InvesTrust | 2.11% | Add +346.2% | 229,146 | $5.0M |
| Cetera Investment Advisers | 0.01% | Reduce -6.1% | 215,922 | $4.7M |
| Quantum Financial Advisors, LLC | 0.52% | Add +31.7% | 212,432 | $4.7M |
| Members Wealth LLC | 2.70% | Add +6.4% | 206,258 | $4.5M |
| Winthrop Partners - WNY, LLC | 2.40% | Add +4.6% | 205,951 | $4.5M |
| Houlihan Financial Resource Group, Ltd. | 1.74% | Add +3.6% | 204,550 | $4.5M |
| Chicago Partners Investment Group LLC | 0.10% | Add +1669.9% | 199,216 | $4.4M |
| Virginia Wealth Management Group, Inc. | 2.34% | Reduce -0.7% | 199,390 | $4.4M |
| United Capital Financial Advisors, LLC | 0.03% | Add +68.9% | 199,514 | $4.4M |
| Rossmore Private Capital | 0.37% | Add +6.3% | 189,174 | $4.1M |
| Hamel Associates, Inc. | 1.17% | Add +15.0% | 187,388 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +23.5% | 184,786 | $4.0M |
| Gotham Asset Management | 0.01% | Add +98.0% | 180,543 | $4.0M |
| Romano Brothers and Company | 0.43% | Add +11.5% | 173,658 | $3.8M |
| Osaic Holdings, Inc. | 0.01% | Add +15.0% | 172,950 | $3.8M |
| MCF Advisors LLC | 0.16% | Add +0.6% | 171,040 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +63.5% | 170,512 | $3.7M |
| Fulton Breakefield Broenniman LLC | 0.24% | Add +7.3% | 165,622 | $3.6M |
| Adirondack Trust Co. | 1.20% | Add +23.4% | 163,854 | $3.6M |
| Precedent Wealth Partners, LLC | 0.71% | Add +4.2% | 162,299 | $3.6M |
"% 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.