iShares Ibonds Dec 2031IBDWETF
13F holders, Q1 2024 (March 31)128holders
1famous investor
$20.48avg. 13F price*
At the end of Q1 2024, 128 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings. The largest holders were Bank of America Corp. ($43.8M), Aptus Capital Advisors, LLC ($39.5M) and Morgan Stanley ($36.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2031 Corp.
- CUSIP
- 46436E486
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $23.8M |
| Exits | 3 | $2.7M |
Ownership 128 holders
| Bank of America Corp. | 0.00% | Add +22.0% | 2,137,045 | $43.8M |
| Aptus Capital Advisors, LLC | 0.85% | Add +52.4% | 1,926,810 | $39.5M |
| Morgan Stanley | 0.00% | Add +11.7% | 1,776,582 | $36.4M |
| Capital Investment Advisors, LLC | 0.77% | Add +38.2% | 1,615,317 | $33.1M |
| Venture Visionary Partners LLC | 1.50% | Add +32.7% | 1,540,740 | $31.6M |
| Gateway Advisory, LLC | 5.32% | Add +5.1% | 1,479,668 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +81.3% | 1,385,871 | $28.4M |
| NewEdge Advisors, LLC | 0.21% | Add +6.2% | 1,156,253 | $23.7M |
| Sigma Investment Counselors Inc. | 1.42% | Add +42.1% | 1,078,349 | $22.1M |
| Summitry LLC | 1.15% | Add +2.7% | 1,063,491 | $21.8M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -48.0% | 1,050,349 | $21.5M |
| UBS Group AG | 0.01% | Add +9.5% | 916,768 | $18.8M |
| Lido Advisors, LLC | 0.16% | Reduce -5.0% | 869,085 | $17.8M |
| Arrow Financial Corp | 1.33% | Add +3.4% | 655,960 | $13.4M |
| Buffington Mohr McNeal | 2.25% | Add +11.4% | 605,621 | $12.4M |
| Envision Financial Planning, LLC | 9.99% | Add +8.1% | 602,445 | $12.3M |
| Mb, Levis & Associates, LLC | 6.48% | Add +2.2% | 588,995 | $12.1M |
| Klingman & Associates, LLC | 0.83% | Add +34.7% | 564,657 | $11.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +9.6% | 559,269 | $11.5M |
| Advisors Capital Management, LLC | 0.20% | New | 542,300 | $11.1M |
| MV Capital Management, Inc. | 1.10% | Add +339.5% | 470,465 | $9.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +59.5% | 450,902 | $9.2M |
| Sound View Wealth Advisors Group, LLC | 0.95% | Add +29.9% | 436,597 | $8.9M |
| Royal Bank of Canada | 0.00% | Reduce -2.8% | 386,898 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +15.9% | 290,725 | $6.0M |
| Snowden Capital Advisors LLC | 0.19% | Add +4.1% | 290,592 | $6.0M |
| Guidance Point Advisors, LLC | 1.97% | Add +12.1% | 283,536 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +28.0% | 277,303 | $5.6M |
| Keeler Thomas Management LLC | 1.92% | Add +1078.2% | 272,708 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Add +35.3% | 238,506 | $4.9M |
| Platte River Wealth Advisors, LLC | 1.34% | Add +47.3% | 229,742 | $4.7M |
| Raymond James & Associates | 0.00% | Add +29.2% | 218,407 | $4.5M |
| Seascape Capital Management | 1.57% | Add +26.9% | 206,666 | $4.2M |
| Krilogy Financial LLC | 0.32% | Reduce -1.0% | 206,030 | $4.2M |
| 4Thought Financial Group Inc. | 2.73% | Add +15.4% | 202,933 | $4.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +20.4% | 196,803 | $4.0M |
| Sandy Spring Bank | 0.18% | Add +16.0% | 195,015 | $4.0M |
| US Bancorp \de | 0.01% | New | 185,833 | $3.8M |
| Signature Wealth Management Group | 1.42% | Add +18.3% | 156,345 | $3.1M |
| LPL Financial LLC | 0.00% | Add +6.9% | 144,681 | $3.0M |
| REDW Wealth LLC | 0.78% | Add +11.8% | 140,577 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | New | 135,515 | $2.8M |
| MCF Advisors LLC | 0.21% | Add +3.6% | 133,485 | $2.7M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +4.4% | 131,451 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.9% | 130,263 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.4% | 128,043 | $2.6M |
| CGN Advisors LLC | 0.33% | Reduce -14.5% | 126,234 | $2.6M |
| Parallel Advisors, LLC | 0.07% | Add +74.7% | 125,472 | $2.6M |
| Precedent Wealth Partners, LLC | 1.02% | Add +15.2% | 115,938 | $2.4M |
| Archford Capital Strategies, LLC | 0.38% | Add +5.4% | 111,060 | $2.3M |
| Peloton Wealth Strategists | 0.92% | Add +5.8% | 108,500 | $2.2M |
| Cwm, LLC | 0.01% | Add +28.4% | 102,098 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +252.3% | 101,731 | $2.1M |
| Probity Advisors, Inc. | 0.37% | Add +86.3% | 86,561 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.7% | 76,705 | $1.6M |
| Quantum Financial Advisors, LLC | 0.28% | New | 73,214 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +2.3% | 71,928 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +0.2% | 69,970 | $1.4M |
| Ironwood Financial, llc | 0.33% | Add +56.6% | 69,872 | $1.4M |
| Adirondack Trust Co. | 0.58% | Add +8.3% | 67,691 | $1.4M |
| Fortis Capital Management LLC | 0.36% | Add +5.4% | 66,703 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +30.6% | 64,992 | $1.3M |
| Mariner, LLC | 0.00% | Add +180.3% | 59,448 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +14.1% | 59,353 | $1.2M |
| McGlone Suttner Wealth Management, Inc. | 0.22% | Add +78.7% | 56,430 | $1.2M |
| Paradigm, Strategies in Wealth Management, LLC | 0.68% | Add +396.4% | 53,644 | $1.1M |
| Little House Capital LLC | 0.34% | Reduce -14.0% | 49,816 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +29.2% | 47,655 | $976K |
| Stonebrook Private Inc. | 0.28% | Add +70.6% | 47,219 | $968K |
| Moseley Investment Management Inc. | 0.47% | Add +149.1% | 46,525 | $953K |
| MML Investors Services, LLC | 0.00% | Add +3.2% | 44,993 | $922K |
| Mendota Financial Group, LLC | 0.51% | Add +51.6% | 42,342 | $868K |
| Lincoln National Corp. | 0.01% | New | 38,287 | $785K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +3.4% | 37,943 | $777K |
| Captrust Financial Advisors | 0.00% | Reduce -0.5% | 36,396 | $746K |
| Gradient Capital Advisors, LLC | 0.25% | Add +25.4% | 32,827 | $673K |
| Greater Midwest Financial Group, LLC | 0.41% | Reduce -92.6% | 32,256 | $661K |
| Bank of New Hampshire | 0.17% | Add +23.6% | 30,775 | $631K |
| Farmers National Bank | 0.19% | Add +12.9% | 30,740 | $630K |
| Segment Wealth Management, LLC | 0.05% | Add +61.9% | 29,470 | $604K |
| Summit Wealth Partners, LLC | 0.13% | No change | 29,163 | $598K |
| Koesten, Hirschmann & Crabtree, INC. | 0.37% | No change | 28,257 | $579K |
| Timber Creek Capital Management LLC | 0.17% | Add +3.2% | 26,489 | $543K |
| Comerica Bank | 0.00% | Add +64.9% | 26,462 | $542K |
| Brookstone Capital Management | 0.01% | New | 25,807 | $529K |
| Benjamin Edwards Inc. | 0.10% | Reduce -10.2% | 25,398 | $520K |
| Mutual Advisors, LLC | 0.02% | Add +99.0% | 24,925 | $511K |
| Stokes Family Office, LLC | 0.06% | Add +9.9% | 23,230 | $476K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 23,168 | $475K |
| Associated Banc-Corp | 0.01% | New | 21,850 | $448K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.3% | 21,762 | $446K |
| Lee Financial Co | 0.07% | New | 20,000 | $410K |
| Stifel Financial Corp. | 0.00% | New | 19,290 | $395K |
| Lyell Wealth Management, LP | 0.04% | Add +51.5% | 19,275 | $395K |
| Citadel Advisors | 0.00% | Reduce -87.7% | 18,671 | $383K |
| Moneco Advisors, LLC | 0.06% | No change | 18,067 | $370K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 17,500 | $359K |
| Sowell Financial Services LLC | 0.02% | New | 16,990 | $346K |
| Executive Wealth Management, LLC | 0.03% | New | 16,430 | $333K |
| Safeguard Financial, LLC | 0.11% | New | 15,788 | $323K |
| Montecito Bank & Trust | 0.06% | New | 14,934 | $306K |
| IFP Advisors, Inc | 0.01% | Add +28.6% | 14,716 | $302K |
| Avantax Advisory Services, Inc. | 0.00% | Add +41.0% | 14,066 | $288K |
| Cherry Tree Wealth Management, LLC | 0.07% | Add +3443.6% | 13,643 | $280K |
| Scotia Capital Inc. | 0.00% | No change | 11,900 | $244K |
| PFG Private Wealth Management, LLC | 0.14% | Reduce -95.9% | 11,128 | $228K |
| Marathon Mission, Inc. | 0.18% | New | 11,066 | $227K |
| Roble, Belko & Company, Inc | 0.04% | Add +37.9% | 10,261 | $210K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +0.8% | 9,797 | $201K |
| M3 Advisory Group, LLC | 0.18% | New | 9,794 | $201K |
| Syntegra Private Wealth Group, LLC | 0.03% | New | 9,777 | $200K |
| Addison Advisors LLC | 0.05% | Add +82.7% | 7,080 | $145K |
| Osaic Holdings, Inc. | 0.00% | Add +0.2% | 5,764 | $118K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 5,019 | $103K |
| Element Wealth, LLC | 0.06% | No change | 4,897 | $100K |
| CENTRAL TRUST Co | 0.00% | Reduce -12.1% | 3,029 | $62K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,542 | $52K |
| Trust Co | 0.01% | New | 2,433 | $50K |
| Princeton Global Asset Management LLC | 0.01% | New | 2,136 | $44K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 1,658 | $34K |
| BlackRock Inc. | 0.00% | Add +2473.2% | 1,441 | $30K |
| Capital Analysts, LLC | 0.00% | No change | 1,320 | $27K |
| Private Trust Co. NA | 0.00% | No change | 1,290 | $26K |
| Principal Securities, Inc. | 0.00% | Add +550.3% | 1,268 | $26K |
| Allworth Financial LP | 0.00% | No change | 1,027 | $21K |
| NorthRock Partners, LLC | 0.00% | New | 965 | $20K |
| Grove Bank & Trust | 0.00% | No change | 475 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | New | 30 | $615 |
"% of holder's portfolio" is IBDW's weight in each manager's 13F, not the share of iShares Ibonds Dec 2031 Corp. the manager owns.