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 |
| Penobscot Investment Management Company, Inc. | 0.27% | Add +20.9% | 157,647 | $3.5M |
| Cornell Pochily Investment Advisors, Inc. | 1.01% | Add +93.1% | 157,166 | $3.4M |
| FourThought Financial Partners, LLC | 0.29% | Add +64.2% | 154,184 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +28.1% | 155,004 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -17.0% | 150,524 | $3.3M |
| Stonebrook Private Inc. | 0.70% | Add +3.6% | 150,128 | $3.3M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +12.1% | 145,186 | $3.2M |
| Spinnaker Trust | 0.16% | Add +75.6% | 133,607 | $2.9M |
| Arcataur Capital Management LLC | 0.81% | Add +18.9% | 133,598 | $2.9M |
| LifePlan Financial, LLC | 2.10% | Add +5.9% | 129,615 | $2.8M |
| Beese Fulmer Investment Management, Inc. | 0.18% | Add +17.8% | 129,102 | $2.8M |
| Twin Cities Retirement Group LLC | 2.50% | Add +8.3% | 125,020 | $2.7M |
| Leo Wealth, LLC | 0.20% | Add +11.0% | 123,651 | $2.7M |
| Valmark Advisers, Inc. | 0.03% | Add +16.5% | 122,361 | $2.7M |
| Kintra Wealth, LLC | 0.19% | Add +36.3% | 121,216 | $2.7M |
| Laurel Wealth Advisors LLC | 0.26% | Add +17.6% | 118,700 | $2.6M |
| Shufro Rose & Co. LLC | 0.17% | New | 115,706 | $2.5M |
| Sowell Financial Services LLC | 0.09% | Add +37.9% | 115,070 | $2.5M |
| Keeler Thomas Management LLC | 1.05% | Reduce -43.5% | 113,563 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +37.7% | 112,363 | $2.5M |
| Beaumont Asset Management, L.L.C. | 1.10% | Add +59.1% | 111,603 | $2.4M |
| Associated Banc-Corp | 0.06% | Add +10.5% | 108,993 | $2.4M |
| Instrumental Wealth, LLC | 1.46% | Add +0.6% | 108,200 | $2.4M |
| Citadel Advisors | 0.00% | New | 102,410 | $2.2M |
| Roble, Belko & Company, Inc | 0.28% | Add +287.8% | 102,380 | $2.2M |
| AssuredPartners Investment Advisors, LLC | 0.24% | New | 102,378 | $2.2M |
| Segment Wealth Management, LLC | 0.13% | Add +17.2% | 101,755 | $2.2M |
| Godshalk Welsh Capital Management, Inc. | 1.21% | Add +54.4% | 95,100 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Add +4.3% | 95,051 | $2.1M |
| LFA - Lugano Financial Advisors SA | 1.04% | Add +7.7% | 94,493 | $2.1M |
| Merit Financial Group, LLC | 0.02% | Add +44.8% | 93,225 | $2.0M |
| Strid Group, LLC | 0.25% | New | 91,692 | $2.0M |
| Composition Wealth, LLC | 0.03% | Add +55.1% | 91,379 | $2.0M |
| Wrapmanager Inc. | 0.68% | Add +2.1% | 89,520 | $2.0M |
| Resonant Capital Advisors, LLC | 0.10% | Add +8.4% | 88,825 | $1.9M |
| 10Elms LLP | 1.33% | Add +219.9% | 88,425 | $1.9M |
| Cabot Wealth Management Inc. | 0.22% | Add +15.3% | 87,399 | $1.9M |
| Wealthstar Advisors, LLC | 1.10% | Add +2.9% | 84,206 | $1.8M |
| Crews Bank & Trust | 0.26% | Add +5.3% | 80,515 | $1.8M |
| Beacon Financial Group | 0.18% | Add +1.1% | 80,196 | $1.8M |
| Breachway Investments LLC | 1.67% | Add +1.1% | 79,635 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Add +0.9% | 77,813 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.35% | Add +2.6% | 74,620 | $1.6M |
| Sonata Capital Group Inc. | 0.55% | Add +23.1% | 68,444 | $1.5M |
| Nestegg Advisors, Inc. | 1.32% | Reduce -67.6% | 68,427 | $1.5M |
| Chesley Taft & Associates LLC | 0.06% | No change | 68,000 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +10.2% | 67,990 | $1.5M |
| OFS Enterprise LLC | 0.42% | — | 65,985 | $1.4M |
| Harbor Advisory Corp. | 0.41% | Add +34.5% | 63,049 | $1.4M |
| Meitav Investment House Ltd. | 0.02% | Add +27.2% | 63,000 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.93% | Reduce -5.0% | 62,562 | $1.4M |
| Drive Wealth Management, LLC | 0.28% | Reduce -13.1% | 60,971 | $1.3M |
| NovaPoint Capital, LLC | 0.33% | Add +1.9% | 60,157 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 58,490 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +100.3% | 55,195 | $1.2M |
| Bullock Wealth Management Group | 0.61% | Add +26.4% | 55,246 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 53,924 | $1.2M |
| Archford Capital Strategies, LLC | 0.14% | Reduce -2.1% | 53,860 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | No change | 52,960 | $1.2M |
| Bank of New Hampshire | 0.27% | Add +6.6% | 53,330 | $1.2M |
| Harbor Investment Advisory, LLC | 0.09% | Add +53.4% | 53,124 | $1.2M |
| Cowa, LLC | 0.34% | Add +25.1% | 53,062 | $1.2M |
| Montecito Bank & Trust | 0.19% | Add +16.9% | 53,009 | $1.2M |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.8% | 51,103 | $1.1M |
| First Fiduciary Investment Counsel, Inc. | 0.22% | Reduce -1.3% | 50,953 | $1.1M |
| Farmers National Bank | 0.24% | Add +3.1% | 49,859 | $1.1M |
| Jefferson Bridge Capital, LLC | 1.02% | Add +16.7% | 46,839 | $1.0M |
| Moneco Advisors, LLC | 0.08% | Add +22.8% | 46,524 | $1.0M |
| Madden Advisory Services, Inc. | 0.39% | New | 45,735 | $1.0M |
| Jacobi Capital Management LLC | 0.06% | Add +11.3% | 45,364 | $993K |
| McGlone Suttner Wealth Management, Inc. | 0.13% | Add +18.0% | 45,361 | $993K |
| REDW Wealth LLC | 0.40% | Reduce -5.1% | 45,358 | $993K |
| Gilbert & Cook, Inc. | 0.13% | Reduce -7.0% | 44,817 | $981K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.4% | 43,512 | $949K |
| Gryphon Financial Partners LLC | 0.10% | Add +156.0% | 43,346 | $949K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -29.1% | 42,835 | $938K |
| Regions Financial Corp. | 0.01% | New | 42,274 | $925K |
| Belpointe Asset Management LLC | 0.03% | Add +2.2% | 42,104 | $922K |
| Little House Capital LLC | 0.24% | Reduce -14.4% | 41,715 | $913K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.6% | 40,157 | $879K |
| Foundry Financial Group, Inc. | 0.44% | Add +6.7% | 40,155 | $879K |
| Ascentis Independent Advisors | 0.07% | Add +152.9% | 39,450 | $864K |
| Granite Harbor Advisors, Inc. | 0.38% | Add +255.7% | 39,311 | $861K |
| Equitable Holdings, Inc. | 0.01% | Add +75.6% | 38,684 | $854K |
| Leavell Investment Management, Inc. | 0.03% | Add +65.9% | 38,935 | $852K |
| Reliant Wealth Planning | 0.25% | Add +12.9% | 37,677 | $825K |
| Duncker Streett & Co. Inc. | 0.15% | New | 37,209 | $814K |
| Creative Planning | 0.00% | Add +47.0% | 36,272 | $794K |
| Blue Square Asset Management, LLC | 0.38% | Reduce -2.4% | 36,227 | $793K |
| First Interstate Bank | 0.04% | Add +9.9% | 36,029 | $789K |
| Novem Group | 0.09% | Reduce -91.6% | 35,974 | $787K |
| Foundation Wealth Management, LLC | 0.51% | Add +18.8% | 34,706 | $760K |
| Conrad Siegel Investment Advisors, Inc. | 0.13% | Add +206.5% | 33,417 | $731K |
| Gilbert Capital Group, Inc. | 0.56% | Add +2.2% | 33,033 | $723K |
| Brookstone Capital Management | 0.01% | Reduce -1.3% | 32,604 | $714K |
| Aprio Wealth Management, LLC | 0.04% | New | 32,516 | $712K |
| Baron Silver Stevens Financial Advisors, LLC | 0.10% | Reduce -6.6% | 32,472 | $711K |
| DecisionMap Wealth Management, LLC | 0.46% | Add +3.7% | 32,447 | $710K |
| Bank of New York Mellon Corp | 0.00% | Add +95.6% | 31,441 | $688K |
| Focus Partners Wealth | 0.00% | Add +2.9% | 31,392 | $687K |
| Tableaux LLC | 0.33% | Add +23.3% | 31,031 | $679K |
| Newman Dignan & Sheerar, Inc. | 0.14% | Reduce -3.5% | 30,848 | $675K |
| Gradient Capital Advisors, LLC | 0.17% | No change | 29,999 | $657K |
| Great Diamond Partners, LLC | 0.13% | Add +32.0% | 29,995 | $657K |
| Sightline Wealth Advisors, LLC | 0.27% | Add +4.1% | 29,460 | $645K |
| Dearborn Partners LLC | 0.03% | Add +3.3% | 28,496 | $624K |
| Redwood Financial Network Corp | 0.40% | Add +22.9% | 28,160 | $616K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +131.2% | 26,361 | $577K |
| XML Financial, LLC | 0.05% | Add +11.7% | 26,182 | $573K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $569K |
| Hills Bank & Trust Co | 0.03% | New | 25,900 | $567K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.2% | 25,874 | $566K |
| TFR Capital, LLC. | 0.17% | New | 25,574 | $560K |
| Alliance Wealth Advisors, LLC | 0.12% | Reduce -32.6% | 25,465 | $557K |
| Hyposwiss Advisors SA | 0.55% | Reduce -3.9% | 25,400 | $556K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +6.3% | 24,503 | $536K |
| CGN Advisors LLC | 0.04% | Reduce -34.2% | 24,200 | $530K |
| Cfo Capital Management LLC | 0.43% | Add +12.5% | 24,112 | $526K |
| Stokes Family Office, LLC | 0.05% | No change | 23,845 | $522K |
| Summitry LLC | 0.02% | New | 23,450 | $513K |
| Ellis Investment Partners, LLC | 0.09% | Add +13.4% | 23,359 | $511K |
| Thrivent Financial for Lutherans | 0.00% | Add +50.5% | 21,855 | $478K |
| Arkadios Wealth Advisors | 0.01% | Add +72.3% | 21,566 | $472K |
| Neuberger Berman Group LLC | 0.00% | Reduce -5.6% | 21,081 | $461K |
| MLP3, LLC | 0.51% | Add +119.0% | 20,841 | $456K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.0% | 20,741 | $454K |
| Cary Street Partners Financial LLC | 0.01% | No change | 20,279 | $444K |
| MML Investors Services, LLC | 0.00% | Reduce -10.2% | 19,821 | $434K |
| Clearstead Trust, LLC | 0.07% | No change | 19,563 | $428K |
| Naples Global Advisors, LLC | 0.03% | Add +4.6% | 19,475 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2131.4% | 18,945 | $415K |
| Simon Quick Advisors, LLC | 0.02% | No change | 18,920 | $414K |
| Clearstead Advisors, LLC | 0.00% | Add +10.5% | 18,903 | $414K |
| Truist Financial Corp. | 0.00% | Reduce -26.8% | 18,249 | $399K |
| Advance Capital Management, Inc. | 0.01% | Add +0.6% | 17,938 | $393K |
| Heartland Bank & Trust Co | 0.09% | Add +42.7% | 17,667 | $387K |
| American Trust | 0.03% | No change | 17,291 | $379K |
| Baird Financial Group, Inc. | 0.00% | New | 17,272 | $378K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.9% | 17,176 | $376K |
| Banque Cantonale Vaudoise | 0.01% | Add +22.6% | 17,106 | $374K |
| Yoder Wealth Management, Inc. | 0.17% | No change | 16,900 | $370K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 16,493 | $361K |
| Princeton Global Asset Management LLC | 0.06% | Add +12.1% | 16,362 | $358K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +66.7% | 16,275 | $356K |
| Straight Path Wealth Management | 0.09% | No change | 15,944 | $349K |
| 4J Wealth Management LLC | 0.20% | Add +4.8% | 15,888 | $348K |
| Koshinski Asset Management, Inc. | 0.02% | Add +15.8% | 15,882 | $348K |
| Accretive Wealth Partners, LLC | 0.10% | Add +27.0% | 15,828 | $346K |
| Midland Wealth Advisors, LLC | 0.02% | Add +2.9% | 15,807 | $346K |
| Wick Capital Partners, LLC | 0.06% | New | 13,604 | $345K |
| 1900 Wealth Management LLC | 0.02% | New | 15,609 | $342K |
| Moors & Cabot, Inc. | 0.01% | Add +32.0% | 15,574 | $341K |
| Kesler, Norman & Wride, LLC | 0.06% | Add +21.1% | 15,486 | $339K |
| Focused Alpha, LLC | 0.10% | Add +43.0% | 15,467 | $339K |
| Element Wealth, LLC | 0.14% | Add +18.8% | 15,314 | $335K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 14,720 | $322K |
| Robinson Smith Wealth Advisors LLC | 0.22% | Reduce -1.1% | 14,621 | $320K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +0.8% | 14,569 | $319K |
| TD Waterhouse Canada Inc. | 0.00% | Add +11.2% | 14,419 | $314K |
| Cyr Financial Inc. | 0.18% | Reduce -8.7% | 14,250 | $312K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -31.2% | 14,148 | $309K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -98.8% | 14,015 | $307K |
| ProVise Management Group, LLC | 0.02% | New | 13,690 | $300K |
| MidFirst Bank | 0.02% | Add +103.9% | 13,543 | $296K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 13,441 | $294K |
| Advisor OS, LLC | 0.02% | Reduce -4.8% | 13,048 | $286K |
| Nwam LLC | 0.02% | Add +0.5% | 12,946 | $283K |
| Hurley Capital, LLC | 0.15% | Add +0.7% | 12,513 | $274K |
| Cerity Partners LLC | 0.00% | New | 12,494 | $273K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 12,300 | $269K |
| Autumn Glory Partners, LLC | 0.10% | New | 12,197 | $267K |
| Sarver Vrooman Wealth Advisors | 0.16% | Add +8.7% | 11,914 | $261K |
| Valley Wealth Managers, Inc. | 0.02% | Add +160.0% | 11,782 | $258K |
| Addison Advisors LLC | 0.06% | Add +2.2% | 11,465 | $251K |
| Signaturefd, LLC | 0.00% | Add +75.0% | 11,107 | $243K |
| Bessemer Group Inc. | 0.00% | New | 10,934 | $239K |
| Diversify Wealth Management, LLC | 0.00% | New | 10,856 | $237K |
| Betterment LLC | 0.00% | New | 9,904 | $217K |
| Csenge Advisory Group | 0.01% | New | 9,885 | $216K |
| Sterling Investment Advisors, Ltd. | 0.04% | Add +2.3% | 9,885 | $216K |
| Summit Wealth Partners, LLC | 0.03% | No change | 9,803 | $215K |
| Barclays PLC | 0.00% | No change | 9,789 | $214K |
| Bogart Wealth, LLC | 0.01% | Add +43.1% | 9,732 | $213K |
| River's Edge Wealth Management, LLC | 0.20% | New | 9,635 | $212K |
| Scotia Capital Inc. | 0.00% | No change | 9,500 | $208K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +36.0% | 9,436 | $207K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 9,423 | $206K |
| Plancorp, LLC | 0.01% | New | 9,190 | $201K |
| Barrett & Company, Inc. | 0.07% | No change | 9,086 | $199K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 8,148 | $178K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 8,086 | $177K |
| Bradley & Co. Private Wealth Management, LLC | 0.09% | No change | 7,956 | $174K |
| Trust Co | 0.02% | Add +0.4% | 7,659 | $168K |
| JPMorgan Chase & Co. | 0.00% | Add +390.2% | 7,426 | $162K |
| Y.D. More Investments Ltd | 0.01% | Add +21.3% | 7,280 | $159K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 6,651 | $146K |
| Stone House Investment Management, LLC | 0.02% | No change | 5,734 | $126K |
| Intentional Wealth Strategies, LLC | 0.12% | — | 5,725 | $125K |
| FMR LLC | 0.00% | Reduce -9.4% | 5,357 | $117K |
| JDM Financial Group LLC | 0.04% | Reduce -22.9% | 4,883 | $107K |
| High Note Wealth, LLC | 0.02% | Add +319.5% | 4,740 | $104K |
| CVA Family Office, LLC | 0.01% | No change | 4,565 | $100K |
| Ancora Advisors LLC | 0.00% | No change | 4,104 | $90K |
| Phillips Financial Management, LLC | 0.01% | No change | 4,049 | $89K |
| 2UniFi Bank | 0.04% | No change | 3,927 | $86K |
| AE Wealth Management LLC | 0.00% | Reduce -8.5% | 3,906 | $86K |
| Truvestments Capital LLC | 0.01% | New | 3,634 | $80K |
| CNB Bank | 0.03% | Reduce -0.5% | 3,589 | $79K |
| National Bank of Canada | 0.00% | Add +4.0% | 3,421 | $75K |
| Townsend Asset Management Corp. /NC/ | 0.03% | New | 3,406 | $75K |
| Miller Global Investments, LLC | 0.06% | New | 2,755 | $60K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $55K |
| Bank of Montreal | 0.00% | Add +277.3% | 2,490 | $55K |
| Pittenger & Anderson Inc. | 0.00% | New | 2,485 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,470 | $54K |
| United Community Bank | 0.02% | New | 2,220 | $49K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $44K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,930 | $42K |
| Napier Financial, LLC | 0.01% | New | 1,517 | $33K |
| Ballast Advisors LLC | 0.01% | New | 1,379 | $30K |
| Private Trust Co. NA | 0.00% | No change | 1,344 | $29K |
| Coastline Trust Co | 0.00% | No change | 1,316 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 1,250 | $27K |
| Eastern Bank | 0.00% | Add +12.2% | 1,150 | $25K |
| Bokf, NA | 0.00% | Reduce -62.9% | 1,146 | $25K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 939 | $21K |
| Rossby Financial, LCC | 0.00% | Add +86.9% | 873 | $19K |
| Blue Trust, Inc. | 0.00% | Add +0.8% | 867 | $19K |
| GAMMA Investing LLC | 0.00% | New | 831 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.7% | 813 | $18K |
| Venturi Wealth Management, LLC | 0.00% | New | 765 | $17K |
| Key Financial Inc | 0.00% | No change | 684 | $15K |
| Vanguard Advisers Inc. | 0.00% | — | 523 | $11K |
| First PREMIER Bank | 0.00% | No change | 351 | $8K |
| AlphaCore Capital LLC | 0.00% | No change | 355 | $8K |
| 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.