iShares Ibonds Dec 2030IBDVETF
13F holders, Q2 2026 (June 30)350holders +14
28new positions
11sold out
2famous investors
$21.80avg. 13F price*
At the end of Q2 2026, 350 institutions reported holding iShares Ibonds Dec 2030 Corp. (IBDV) in their 13F filings, up 14 from Q1 2026. 28 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($209.6M), Aptus Capital Advisors, LLC ($134.1M) and Mercer Global Advisors Inc. ($132.6M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $19.6M |
| Exits | 11 | $14.0M |
All 13F filers, Q1 2026 → Q2 2026: 9,357,667 shares bought and 2,305,770 shares sold, net +7,051,897 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 350 holders
| Bank of America Corp. | 0.01% | Add +6.0% | 9,615,369 | $209.6M |
| Aptus Capital Advisors, LLC | 0.98% | Add +1.8% | 6,150,150 | $134.1M |
| Mercer Global Advisors Inc. | 0.16% | Add +13.2% | 6,081,902 | $132.6M |
| Morgan Stanley | 0.01% | Reduce -5.6% | 4,474,434 | $97.5M |
| Raymond James Financial Inc. | 0.03% | Add +1.6% | 4,375,104 | $95.4M |
| Capital Investment Advisors, LLC | 1.23% | Add +4.7% | 4,264,875 | $93.0M |
| Capital Advisors Inc. | 1.04% | Add +1.2% | 3,253,303 | $70.9M |
| UBS Group AG | 0.01% | Add +43.0% | 3,026,804 | $66.0M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 3,017,703 | $65.8M |
| HM Payson & Co. | 0.79% | Add +11.1% | 2,726,515 | $59.4M |
| HighTower Advisors, LLC | 0.05% | Add +6.5% | 2,510,850 | $54.7M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 2,504,175 | $54.6M |
| Sound View Wealth Advisors Group, LLC | 2.54% | Add +7.7% | 1,880,024 | $41.0M |
| Klingman & Associates, LLC | 1.59% | Add +4.0% | 1,715,577 | $37.4M |
| Sigma Investment Counselors Inc. | 1.76% | Add +1.1% | 1,661,062 | $36.2M |
| Gratus Wealth Advisors, LLC | 4.55% | Add +2.6% | 1,641,321 | $35.8M |
| Lido Advisors, LLC | 0.13% | Reduce -19.2% | 1,600,025 | $34.9M |
| Summit Financial, LLC | 0.37% | Reduce -4.3% | 1,540,468 | $33.6M |
| LPL Financial LLC | 0.01% | Add +44.0% | 1,494,454 | $32.6M |
| Kathmere Capital Management, LLC | 1.56% | Reduce -10.2% | 1,348,430 | $29.4M |
| RVW Wealth, LLC | 1.88% | Add +8.6% | 1,309,276 | $28.5M |
| Venture Visionary Partners LLC | 0.77% | Add +9.0% | 1,273,692 | $27.8M |
| NewEdge Advisors, LLC | 0.08% | Add +6.1% | 1,219,208 | $26.6M |
| Woodmont Investment Counsel LLC | 1.44% | Add +13.4% | 1,207,452 | $26.3M |
| US Bancorp \de | 0.03% | Add +2.7% | 1,197,971 | $26.1M |
| Stifel Financial Corp. | 0.02% | Add +2.8% | 1,090,232 | $23.8M |
| Advisors Capital Management, LLC | 0.24% | Add +6.1% | 1,038,921 | $22.6M |
| Howland Capital Management LLC | 0.80% | Add +15.9% | 1,021,727 | $22.3M |
| MV Capital Management, Inc. | 1.80% | Add +1.1% | 930,457 | $20.3M |
| EP Wealth Advisors, LLC | 0.07% | Add +18.8% | 847,911 | $18.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +22.7% | 797,556 | $17.4M |
| BlackRock, Inc. | 0.00% | Add +19.4% | 779,369 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.5% | 762,897 | $16.6M |
| Arrow Financial Corp | 1.37% | Add +2.6% | 702,825 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Add +5.6% | 682,341 | $14.9M |
| First National Trust Co | 0.48% | Add +10.9% | 653,441 | $14.2M |
| Janney Montgomery Scott LLC | 0.03% | Add +20.1% | 650,928 | $14.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.5% | 644,355 | $14.0M |
| Ironwood Financial, llc | 2.18% | Add +16.0% | 644,551 | $13.9M |
| Mariner, LLC | 0.01% | Reduce -9.7% | 592,613 | $12.9M |
| PFG Private Wealth Management, LLC | 5.38% | Reduce -8.2% | 569,999 | $12.4M |
| Probity Advisors, Inc. | 1.78% | Add +9.8% | 569,582 | $12.4M |
| CENTRAL TRUST Co | 0.21% | Add +7.4% | 538,604 | $11.7M |
| Captrust Financial Advisors | 0.02% | Add +9.9% | 534,289 | $11.6M |
| Glenview Trust Co | 0.15% | Add +5.3% | 506,320 | $11.0M |
| Lyell Wealth Management, LP | 0.66% | Add +5.3% | 492,598 | $10.7M |
| Rebalance, LLC | 0.55% | Add +1.3% | 483,987 | $10.6M |
| MinichMacGregor Wealth Management, LLC | 1.57% | Add +4.0% | 474,157 | $10.3M |
| Parkway Wealth Management Group, LLC | 1.17% | Add +0.7% | 466,293 | $10.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.1% | 464,538 | $10.1M |
| Snowden Capital Advisors LLC | 0.23% | Add +3.1% | 453,691 | $9.9M |
| Benjamin Edwards Inc. | 0.09% | Reduce -3.2% | 445,634 | $9.7M |
| Sanctuary Advisors, LLC | 0.04% | Add +18.2% | 445,048 | $9.7M |
| Cornerstone Planning, LLC | 2.22% | Add +2.1% | 439,383 | $9.6M |
| Rwa Wealth Partners, LLC | 0.09% | Add +0.3% | 434,649 | $9.5M |
| Guidance Point Advisors, LLC | 2.03% | Add +4.5% | 431,677 | $9.4M |
| Atlantic Union Bankshares Corp | 0.15% | Add +6.2% | 425,145 | $9.3M |
| Centric Wealth Management | 1.42% | No change | 418,846 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.0% | 413,662 | $9.0M |
| Parallel Advisors, LLC | 0.14% | Add +8.9% | 406,873 | $8.9M |
| Peloton Wealth Strategists | 3.29% | Add +5.2% | 394,050 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.3% | 390,373 | $8.5M |
| Eight 31 Financial, LLC | 4.79% | Add +2.3% | 369,661 | $8.1M |
| Windsor Capital Management, LLC | 2.02% | Add +47.0% | 356,462 | $7.8M |
| Arcadia Investment Advisors LLC | 3.20% | Add +9.7% | 348,528 | $7.6M |
| LBMC Investment Advisors, LLC | 0.41% | Add +22.7% | 345,712 | $7.5M |
| Concurrent Investment Advisors, LLC | 0.06% | New | 343,567 | $7.5M |
| Allworth Financial LP | 0.03% | Add +17.9% | 338,443 | $7.4M |
| Cetera Investment Advisers | 0.01% | Add +53.7% | 331,851 | $7.2M |
| Praetorian Wealth Management, Inc. | 1.14% | Add +2.3% | 304,213 | $6.6M |
| 4Thought Financial Group Inc. | 2.97% | Add +21.3% | 289,935 | $6.3M |
| Atria Investments, Inc | 0.06% | Add +15.5% | 288,553 | $6.3M |
| United Capital Financial Advisors, LLC | 0.03% | Add +41.3% | 281,940 | $6.1M |
| Shufro Rose & Co. LLC | 0.34% | Add +137.3% | 274,603 | $6.0M |
| Droms Strauss Advisors Inc. /Mo/ | 1.31% | Add +3.4% | 264,107 | $5.8M |
| InvesTrust | 2.21% | Add +14.7% | 262,812 | $5.7M |
| Wilkins Miller Wealth Management, LLC | 3.07% | Reduce -0.2% | 256,301 | $5.6M |
| Strid Group, LLC | 0.62% | Add +179.3% | 256,065 | $5.6M |
| Virginia Wealth Management Group, Inc. | 2.88% | Add +25.2% | 249,690 | $5.4M |
| Krilogy Financial LLC | 0.16% | Reduce -0.7% | 246,320 | $5.4M |
| IFP Advisors, Inc | 0.10% | Reduce -2.1% | 242,424 | $5.3M |
| Hancock Whitney Corp. | 0.09% | Add +0.9% | 240,440 | $5.2M |
| Members Wealth LLC | 2.76% | Add +11.8% | 230,622 | $5.0M |
| Spinnaker Trust | 0.24% | Add +69.2% | 226,090 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +50.8% | 218,881 | $4.8M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -12.4% | 218,486 | $4.8M |
| Quantum Financial Advisors, LLC | 0.47% | Add +2.5% | 217,650 | $4.7M |
| Winthrop Partners - WNY, LLC | 2.34% | Add +5.5% | 217,320 | $4.7M |
| Houlihan Financial Resource Group, Ltd. | 1.68% | Add +5.6% | 216,089 | $4.7M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +25.3% | 213,579 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +34.7% | 202,809 | $4.4M |
| Chicago Partners Investment Group LLC | 0.09% | Add +1.1% | 201,353 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +6.5% | 196,779 | $4.3M |
| Rossmore Private Capital | 0.34% | Add +2.9% | 194,579 | $4.2M |
| Precedent Wealth Partners, LLC | 0.70% | Add +19.7% | 194,222 | $4.2M |
| Beaumont Asset Management, L.L.C. | 1.62% | Add +71.3% | 191,235 | $4.2M |
| FourThought Financial Partners, LLC | 0.31% | Add +20.3% | 185,482 | $4.0M |
| Hamel Associates, Inc. | 1.11% | Reduce -1.1% | 185,294 | $4.0M |
| Gotham Asset Management | 0.01% | No change | 180,543 | $3.9M |
| Romano Brothers and Company | 0.39% | Add +3.7% | 180,142 | $3.9M |
| Osaic Holdings, Inc. | 0.00% | Add +3.7% | 179,334 | $3.9M |
| Fulton Breakefield Broenniman LLC | 0.23% | Add +6.9% | 177,115 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +13.7% | 176,186 | $3.8M |
| Penobscot Investment Management Company, Inc. | 0.26% | Add +11.7% | 176,047 | $3.8M |
| Jane Street Group, LLC | 0.00% | Add +225.3% | 175,422 | $3.8M |
| MCF Advisors LLC | 0.14% | Add +2.3% | 175,014 | $3.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +54.1% | 173,151 | $3.8M |
| Adirondack Trust Co. | 1.12% | Add +5.6% | 173,088 | $3.8M |
| Beese Fulmer Investment Management, Inc. | 0.21% | Add +27.9% | 165,185 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Add +27.9% | 156,449 | $3.4M |
| Hills Bank & Trust Co | 0.14% | Add +497.9% | 154,851 | $3.4M |
| Stonebrook Private Inc. | 0.61% | Add +2.1% | 153,239 | $3.3M |
| Commonwealth Financial Services, LLC | 0.42% | Reduce -69.4% | 144,242 | $3.1M |
| 10Elms LLP | 1.41% | Add +62.6% | 143,793 | $3.1M |
| Laurel Wealth Advisors LLC | 0.29% | Add +14.8% | 136,250 | $3.0M |
| Kintra Wealth, LLC | 0.15% | Add +12.3% | 136,150 | $2.9M |
| Arcataur Capital Management LLC | 0.73% | Add +1.2% | 135,168 | $2.9M |
| LifePlan Financial, LLC | 2.02% | Add +2.1% | 132,284 | $2.9M |
| Merit Financial Group, LLC | 0.02% | Add +38.9% | 129,486 | $2.8M |
| Twin Cities Retirement Group LLC | 2.36% | Add +1.0% | 126,316 | $2.8M |
| Associated Banc-Corp | 0.06% | Add +11.0% | 121,000 | $2.6M |
| Sowell Financial Services LLC | 0.09% | Add +4.0% | 119,616 | $2.6M |
| Cabot Wealth Management Inc. | 0.27% | Add +36.7% | 119,446 | $2.6M |
| AssuredPartners Investment Advisors, LLC | 0.25% | Add +14.7% | 117,420 | $2.6M |
| Roble, Belko & Company, Inc | 0.27% | Add +11.1% | 113,743 | $2.5M |
| Modern Wealth Management, LLC | 0.03% | New | 112,734 | $2.5M |
| Segment Wealth Management, LLC | 0.13% | Add +10.4% | 112,335 | $2.4M |
| Instrumental Wealth, LLC | 1.20% | Add +0.5% | 108,765 | $2.4M |
| Keeler Thomas Management LLC | 0.82% | Reduce -6.8% | 105,883 | $2.3M |
| Meiji Yasuda Life Insurance Co | 0.08% | New | 105,000 | $2.3M |
| Meridian Wealth Management, LLC | 0.07% | Add +8.3% | 102,957 | $2.2M |
| Godshalk Welsh Capital Management, Inc. | 1.20% | Add +7.1% | 101,850 | $2.2M |
| Composition Wealth, LLC | 0.03% | Add +10.6% | 101,043 | $2.2M |
| LFA - Lugano Financial Advisors SA | 1.27% | Add +2.6% | 96,993 | $2.1M |
| Wealthstar Advisors, LLC | 1.03% | Add +12.8% | 95,023 | $2.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.52% | Reduce -43.8% | 88,278 | $1.9M |
| Resonant Capital Advisors, LLC | 0.09% | Reduce -1.1% | 87,893 | $1.9M |
| Sonata Capital Group Inc. | 0.61% | Add +26.5% | 86,577 | $1.9M |
| Breachway Investments LLC | 2.83% | Add +8.3% | 86,205 | $1.9M |
| Meitav Investment House Ltd. | 0.01% | Add +30.0% | 81,888 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.33% | Add +9.3% | 81,593 | $1.8M |
| Harbor Advisory Corp. | 0.48% | Add +29.3% | 81,509 | $1.8M |
| Wrapmanager Inc. | 0.55% | Reduce -9.3% | 81,177 | $1.8M |
| Beacon Financial Group | 0.15% | Reduce -5.3% | 75,967 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -3.0% | 75,517 | $1.6M |
| Crews Bank & Trust | 0.21% | Reduce -6.6% | 75,205 | $1.6M |
| Harbor Investment Advisory, LLC | 0.11% | Add +39.8% | 74,273 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -32.1% | 69,577 | $1.5M |
| Chesley Taft & Associates LLC | 0.06% | Add +1.5% | 69,000 | $1.5M |
| Bullock Wealth Management Group | 0.65% | Add +25.4% | 69,266 | $1.5M |
| Sightline Wealth Advisors, LLC | 0.55% | Add +132.1% | 68,376 | $1.5M |
| OFS Enterprise LLC | 0.37% | No change | 65,985 | $1.4M |
| NovaPoint Capital, LLC | 0.29% | Add +5.4% | 63,431 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +12.4% | 62,044 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.81% | Reduce -2.0% | 61,323 | $1.3M |
| Drive Wealth Management, LLC | 0.23% | Reduce -0.9% | 60,425 | $1.3M |
| Montecito Bank & Trust | 0.19% | Add +8.7% | 57,644 | $1.3M |
| Jacobi Capital Management LLC | 0.06% | Add +26.6% | 57,447 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -6.8% | 54,513 | $1.2M |
| Great Diamond Partners, LLC | 0.20% | Add +81.4% | 54,421 | $1.2M |
| Sax Wealth Advisors, LLC | 0.05% | Add +2.2% | 54,134 | $1.2M |
| Bank of New Hampshire | 0.24% | Add +0.2% | 53,430 | $1.2M |
| McGlone Suttner Wealth Management, Inc. | 0.14% | Add +17.6% | 53,342 | $1.2M |
| Summitry LLC | 0.04% | Add +126.5% | 53,125 | $1.2M |
| Jefferson Bridge Capital, LLC | 0.98% | Add +11.2% | 52,077 | $1.1M |
| Cowa, LLC | 0.30% | Reduce -2.9% | 51,540 | $1.1M |
| First Fiduciary Investment Counsel, Inc. | 0.21% | Add +1.0% | 51,463 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.1% | 51,167 | $1.1M |
| Archford Capital Strategies, LLC | 0.11% | Reduce -5.4% | 50,947 | $1.1M |
| Farmers National Bank | 0.23% | Reduce -0.2% | 49,768 | $1.1M |
| Farther Finance Advisors, LLC | 0.01% | Add +14.3% | 49,758 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Add +27.2% | 49,509 | $1.1M |
| Madden Advisory Services, Inc. | 0.37% | Add +3.7% | 47,438 | $1.0M |
| Gilbert & Cook, Inc. | 0.11% | No change | 44,817 | $977K |
| Belpointe Asset Management LLC | 0.03% | Add +2.8% | 43,293 | $944K |
| Regions Financial Corp. | 0.01% | Add +2.4% | 43,291 | $944K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.2% | 43,045 | $938K |
| Little House Capital LLC | 0.21% | Add +2.6% | 42,798 | $933K |
| Foundry Financial Group, Inc. | 0.40% | Add +5.9% | 42,540 | $927K |
| Moneco Advisors, LLC | 0.06% | Reduce -8.7% | 42,462 | $926K |
| Gryphon Financial Partners LLC | 0.08% | Reduce -2.9% | 42,108 | $918K |
| REDW Wealth LLC | 0.33% | Reduce -7.3% | 42,045 | $917K |
| Conrad Siegel Investment Advisors, Inc. | 0.14% | Add +21.8% | 40,689 | $887K |
| Foundation Wealth Management, LLC | 0.54% | Add +16.2% | 40,341 | $879K |
| Equitable Holdings, Inc. | 0.01% | Add +3.9% | 40,210 | $877K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +1.1% | 39,742 | $866K |
| Creative Planning | 0.00% | Add +9.0% | 39,530 | $862K |
| Nestegg Advisors, Inc. | 0.59% | Reduce -44.3% | 38,099 | $831K |
| Reliant Wealth Planning | 0.23% | No change | 37,677 | $821K |
| Duncker Streett & Co. Inc. | 0.14% | Add +1.1% | 37,632 | $820K |
| Clearstead Advisors, LLC | 0.01% | Add +92.1% | 36,319 | $792K |
| Blue Square Asset Management, LLC | 0.32% | Reduce -0.4% | 36,089 | $787K |
| First Interstate Bank | 0.04% | No change | 36,029 | $785K |
| Heartland Bank & Trust Co | 0.16% | Add +101.7% | 35,636 | $777K |
| Baron Silver Stevens Financial Advisors, LLC | 0.10% | Add +7.3% | 34,859 | $760K |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 34,028 | $742K |
| TFR Capital, LLC. | 0.21% | Add +31.4% | 33,610 | $733K |
| Focus Partners Wealth | 0.00% | Add +5.5% | 33,135 | $722K |
| Newman Dignan & Sheerar, Inc. | 0.14% | Add +6.6% | 32,879 | $717K |
| DecisionMap Wealth Management, LLC | 0.39% | Reduce -0.9% | 32,138 | $701K |
| Quadrature Capital Ltd | 0.01% | New | 31,997 | $698K |
| Aspen Wealth Management LLC | 0.12% | New | 31,969 | $697K |
| Brookstone Capital Management | 0.01% | Reduce -3.1% | 31,577 | $688K |
| Dearborn Partners LLC | 0.04% | Add +10.2% | 31,413 | $685K |
| Tableaux LLC | 0.28% | Reduce -2.6% | 30,234 | $659K |
| Gradient Capital Advisors, LLC | 0.15% | No change | 29,999 | $654K |
| Gilbert Capital Group, Inc. | 0.46% | Reduce -9.6% | 29,873 | $651K |
| Redwood Financial Network Corp | 0.35% | Add +4.2% | 29,342 | $640K |
| Stokes Family Office, LLC | 0.07% | Add +22.7% | 29,250 | $638K |
| XML Financial, LLC | 0.05% | Add +11.4% | 29,160 | $636K |
| Thrivent Financial for Lutherans | 0.00% | Add +31.3% | 28,692 | $626K |
| Freestone Capital Holdings, LLC | 0.02% | Reduce -33.7% | 28,409 | $619K |
| Advisory Services Network, LLC | 0.01% | Add +33.1% | 27,609 | $602K |
| Global Retirement Partners, LLC | 0.01% | — | 26,971 | $588K |
| Princeton Global Asset Management LLC | 0.08% | Add +60.4% | 26,240 | $572K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $567K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -3.1% | 25,541 | $557K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.8% | 25,402 | $554K |
| Hyposwiss Advisors SA | 0.50% | Reduce -5.5% | 24,000 | $523K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -2.4% | 23,917 | $521K |
| Ellis Investment Partners, LLC | 0.08% | Add +1.7% | 23,751 | $518K |
| MidFirst Bank | 0.04% | Add +72.0% | 23,298 | $508K |
| Private Advisor Group, LLC | 0.00% | Reduce -65.9% | 23,203 | $506K |
| MML Investors Services, LLC | 0.00% | Add +15.4% | 22,877 | $499K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | New | 22,637 | $493K |
| Baird Financial Group, Inc. | 0.00% | Add +30.0% | 22,451 | $489K |
| CGN Advisors LLC | 0.04% | Reduce -7.5% | 22,383 | $488K |
| Fiduciary Financial Advisors | 0.05% | New | 21,667 | $472K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.5% | 21,464 | $468K |
| Neuberger Berman Group LLC | 0.00% | Add +1.3% | 21,346 | $465K |
| Community Financial Services Group, LLC | 0.07% | New | 20,635 | $448K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +24.6% | 20,287 | $442K |
| Alliance Wealth Advisors, LLC | 0.08% | Reduce -20.4% | 20,280 | $442K |
| Cary Street Partners Financial LLC | 0.01% | No change | 20,279 | $442K |
| Barrett & Company, Inc. | 0.12% | Add +121.3% | 20,106 | $438K |
| ADG Wealth Management Group, LLC | 0.28% | New | 20,000 | $436K |
| Clearstead Trust, LLC | 0.06% | No change | 19,563 | $426K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.1% | 19,154 | $418K |
| Simon Quick Advisors, LLC | 0.02% | No change | 18,920 | $412K |
| Kesler, Norman & Wride, LLC | 0.07% | Add +21.5% | 18,821 | $410K |
| Naples Global Advisors, LLC | 0.03% | Reduce -3.5% | 18,795 | $410K |
| ProVise Management Group, LLC | 0.03% | Add +37.2% | 18,784 | $409K |
| Truist Financial Corp. | 0.00% | Add +0.7% | 18,368 | $400K |
| Advance Capital Management, Inc. | 0.01% | Add +0.9% | 18,103 | $395K |
| Moors & Cabot, Inc. | 0.02% | Add +14.2% | 17,786 | $388K |
| Mutual Advisors, LLC | 0.01% | Add +2.4% | 17,594 | $384K |
| American Trust | 0.03% | No change | 17,291 | $377K |
| Banque Cantonale Vaudoise | 0.02% | Add +0.8% | 17,251 | $376K |
| Quartz Partners, LLC | 0.12% | New | 17,028 | $371K |
| Yoder Wealth Management, Inc. | 0.14% | No change | 16,900 | $368K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 16,493 | $360K |
| XY Planning Network, Inc. | 0.04% | New | 16,357 | $357K |
| Summit Trail Advisors, LLC | 0.00% | New | 16,350 | $356K |
| Straight Path Wealth Management | 0.08% | No change | 15,944 | $348K |
| 4J Wealth Management LLC | 0.17% | No change | 15,888 | $346K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -0.2% | 15,852 | $346K |
| Accretive Wealth Partners, LLC | 0.08% | No change | 15,828 | $345K |
| Valley Wealth Managers, Inc. | 0.02% | Add +33.6% | 15,742 | $343K |
| Focused Alpha, LLC | 0.09% | Add +1.4% | 15,684 | $342K |
| 1900 Wealth Management LLC | 0.02% | No change | 15,609 | $340K |
| Element Wealth, LLC | 0.13% | Add +1.1% | 15,475 | $337K |
| Robinson Smith Wealth Advisors LLC | 0.20% | Add +4.1% | 15,227 | $332K |
| Advisor OS, LLC | 0.02% | Add +16.0% | 15,134 | $330K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +12.5% | 15,127 | $330K |
| Goldman Sachs Group Inc. | 0.00% | New | 15,108 | $329K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -4.8% | 15,043 | $328K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 14,720 | $321K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +0.9% | 14,695 | $320K |
| Cyr Financial Inc. | 0.17% | Add +2.3% | 14,578 | $318K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 14,419 | $313K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -3.1% | 13,708 | $298K |
| Signaturefd, LLC | 0.00% | Add +20.7% | 13,403 | $292K |
| Nwam LLC | 0.01% | Add +0.8% | 13,053 | $285K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +4.5% | 12,853 | $280K |
| Hurley Capital, LLC | 0.14% | Add +1.1% | 12,656 | $276K |
| Diversify Advisory Services, LLC | 0.00% | New | 12,409 | $268K |
| Diversify Wealth Management, LLC | 0.00% | Add +14.3% | 12,409 | $268K |
| Autumn Glory Partners, LLC | 0.08% | No change | 12,197 | $266K |
| Sarver Vrooman Wealth Advisors | 0.15% | No change | 11,914 | $259K |
| Betterment LLC | 0.00% | Add +18.7% | 11,754 | $256K |
| Cerity Partners LLC | 0.00% | Reduce -6.5% | 11,679 | $255K |
| Berkshire Money Management, Inc. | 0.02% | New | 11,520 | $251K |
| River's Edge Wealth Management, LLC | 0.22% | Add +19.8% | 11,538 | $250K |
| IFG Advisory, LLC | 0.01% | New | 11,307 | $246K |
| Spreng Capital Management, Inc. | 0.09% | New | 11,243 | $245K |
| Vise Technologies, Inc. | 0.00% | New | 11,221 | $245K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -21.3% | 11,035 | $241K |
| Beacon Financial Planning, Inc. | 0.08% | New | 10,705 | $233K |
| Corient Private Wealth LP | 0.00% | New | 10,622 | $232K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -67.8% | 10,486 | $229K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | New | 10,385 | $226K |
| Sterling Investment Advisors, Ltd. | 0.04% | Add +3.5% | 10,235 | $223K |
| Csenge Advisory Group | 0.01% | No change | 9,885 | $216K |
| Summit Wealth Partners, LLC | 0.03% | No change | 9,803 | $214K |
| Barclays PLC | 0.00% | No change | 9,789 | $213K |
| Bogart Wealth, LLC | 0.01% | No change | 9,732 | $212K |
| Wealthcare Advisory Partners LLC | 0.00% | New | 9,732 | $212K |
| Scotia Capital Inc. | 0.00% | No change | 9,500 | $207K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9,436 | $206K |
| Syntegra Private Wealth Group, LLC | 0.02% | No change | 9,423 | $205K |
| Addison Advisors LLC | 0.10% | Reduce -18.3% | 9,370 | $204K |
| Choreo, LLC | 0.00% | New | 9,220 | $201K |
| Plancorp, LLC | 0.00% | Add +1.1% | 9,294 | $201K |
| Robbins Farley | 0.08% | New | 9,150 | $199K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +10.6% | 8,945 | $195K |
| GAMMA Investing LLC | 0.01% | Add +966.9% | 8,866 | $193K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 8,148 | $178K |
| Bradley & Co. Private Wealth Management, LLC | 0.08% | No change | 7,956 | $173K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +215.3% | 7,787 | $170K |
| Trust Co | 0.02% | No change | 7,659 | $167K |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.4% | 7,177 | $157K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 6,727 | $147K |
| Stone House Investment Management, LLC | 0.02% | No change | 5,734 | $125K |
| National Bank of Canada | 0.00% | Add +55.3% | 5,313 | $116K |
| Pittenger & Anderson Inc. | 0.00% | Add +92.3% | 4,780 | $104K |
| AE Wealth Management LLC | 0.00% | Add +20.8% | 4,718 | $103K |
| CVA Family Office, LLC | 0.01% | No change | 4,565 | $100K |
| Ancora Advisors LLC | 0.00% | No change | 4,104 | $89K |
| Phillips Financial Management, LLC | 0.01% | No change | 4,049 | $88K |
| NBH Bank | 0.04% | — | 3,927 | $86K |
| CNB Bank | 0.03% | Add +5.0% | 3,767 | $82K |
| Ballast Advisors LLC | 0.02% | Add +172.6% | 3,759 | $82K |
| Truvestments Capital LLC | 0.01% | No change | 3,634 | $79K |
| High Note Wealth, LLC | 0.01% | Reduce -23.8% | 3,610 | $79K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +1.1% | 3,444 | $75K |
| Blue Trust, Inc. | 0.00% | Add +260.4% | 3,125 | $68K |
| JDM Financial Group LLC | 0.02% | Reduce -36.9% | 3,079 | $67K |
| Y.D. More Investments Ltd | 0.00% | Reduce -64.8% | 2,560 | $55K |
| IMA Advisory Services, Inc. | 0.00% | New | 2,500 | $55K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,500 | $55K |
| Trust Co. of Vermont | 0.00% | — | 2,326 | $51K |
| United Community Bank | 0.01% | No change | 2,220 | $48K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,000 | $44K |
| FMR LLC | 0.00% | Reduce -65.9% | 1,829 | $40K |
| Rossby Financial, LCC | 0.01% | Add +104.8% | 1,788 | $39K |
| Eastern Bank | 0.00% | Add +34.8% | 1,550 | $34K |
| Fairway Wealth LLC | 0.01% | New | 1,370 | $30K |
| Coastline Trust Co | 0.00% | No change | 1,316 | $29K |
| Private Trust Co. NA | 0.00% | Reduce -3.0% | 1,304 | $28K |
| Capital Analysts, LLC | 0.00% | No change | 1,250 | $27K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 950 | $21K |
| Venturi Wealth Management, LLC | 0.00% | No change | 765 | $17K |
| Bank of Montreal | 0.00% | Reduce -73.0% | 672 | $15K |
| Key Financial Inc | 0.00% | Reduce -13.7% | 590 | $13K |
| Vanguard Advisers Inc. | 0.00% | No change | 523 | $11K |
| McGuire Capital Advisors Inc. | 0.01% | New | 440 | $10K |
| First PREMIER Bank | 0.00% | No change | 351 | $8K |
| AlphaCore Capital LLC | 0.00% | No change | 355 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 311 | $7K |
| 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.