iShares Ibonds Dec 2031IBDWETF
13F holders, Q2 2024 (June 30)141holders +13
19new positions
7sold out
1famous investor
$20.29avg. 13F price*
At the end of Q2 2024, 141 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 13 from Q1 2024. 19 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($70.9M), Aptus Capital Advisors, LLC ($52.2M) and Bank of America Corp. ($40.7M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $8.2M |
| Exits | 7 | $3.7M |
All 13F filers, Q1 2024 → Q2 2024: 5,814,735 shares bought and 1,038,523 shares sold, net +4,776,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 141 holders
| Wells Fargo & Company | 0.02% | Add +152.3% | 3,496,104 | $70.9M |
| Aptus Capital Advisors, LLC | 0.99% | Add +33.4% | 2,570,910 | $52.2M |
| Bank of America Corp. | 0.00% | Reduce -6.2% | 2,005,578 | $40.7M |
| Morgan Stanley | 0.00% | Add +8.6% | 1,930,160 | $39.2M |
| Capital Investment Advisors, LLC | 0.88% | Add +18.4% | 1,913,203 | $38.8M |
| Venture Visionary Partners LLC | 1.59% | Add +8.9% | 1,677,720 | $34.0M |
| Gateway Advisory, LLC | 5.39% | Add +5.7% | 1,564,196 | $31.7M |
| Sigma Investment Counselors Inc. | 1.58% | Add +15.3% | 1,243,314 | $25.2M |
| NewEdge Advisors, LLC | 0.16% | Reduce -3.9% | 1,111,221 | $22.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -3.2% | 1,016,467 | $20.6M |
| UBS Group AG | 0.01% | Reduce -5.7% | 864,143 | $17.5M |
| Lido Advisors, LLC | 0.14% | Reduce -5.5% | 820,897 | $16.7M |
| Arrow Financial Corp | 1.33% | Add +2.3% | 670,910 | $13.6M |
| Klingman & Associates, LLC | 0.90% | Add +16.6% | 658,667 | $13.4M |
| Envision Financial Planning, LLC | 9.87% | Add +5.5% | 635,807 | $12.9M |
| Buffington Mohr McNeal | 2.20% | Add +2.0% | 617,686 | $12.5M |
| Summitry LLC | 0.64% | Reduce -42.3% | 613,251 | $12.4M |
| Mb, Levis & Associates, LLC | 6.46% | Add +2.8% | 605,525 | $12.3M |
| Advisors Capital Management, LLC | 0.21% | Add +11.4% | 604,020 | $12.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.4% | 572,536 | $11.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +13.8% | 513,218 | $10.4M |
| MV Capital Management, Inc. | 1.16% | Add +7.9% | 507,769 | $10.3M |
| Sound View Wealth Advisors Group, LLC | 1.05% | Add +15.2% | 503,132 | $10.2M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 394,009 | $8.0M |
| US Bancorp \de | 0.01% | Add +86.1% | 345,758 | $7.0M |
| Guidance Point Advisors, LLC | 2.23% | Add +19.0% | 337,424 | $6.8M |
| Citadel Advisors | 0.01% | Add +1639.5% | 324,786 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +9.6% | 318,743 | $6.5M |
| Ameriprise Financial Inc. | 0.00% | Add +9.9% | 304,885 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +323.3% | 304,445 | $6.2M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -0.5% | 289,100 | $5.9M |
| Keeler Thomas Management LLC | 1.96% | Add +4.0% | 283,730 | $5.8M |
| Raymond James & Associates | 0.00% | Add +14.1% | 249,263 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +2.0% | 243,327 | $4.9M |
| Platte River Wealth Advisors, LLC | 1.26% | Reduce -3.4% | 222,027 | $4.5M |
| Sandy Spring Bank | 0.19% | Add +10.4% | 215,218 | $4.4M |
| 4Thought Financial Group Inc. | 2.70% | Add +5.6% | 214,346 | $4.3M |
| Seascape Capital Management | 1.54% | Reduce -1.6% | 203,257 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.3% | 203,207 | $4.1M |
| Krilogy Financial LLC | 0.30% | Reduce -2.6% | 200,698 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +47.0% | 188,223 | $3.8M |
| REDW Wealth LLC | 0.93% | Add +24.5% | 174,961 | $3.5M |
| Signature Wealth Management Group | 1.42% | Add +2.4% | 160,053 | $3.2M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +16.2% | 152,703 | $3.1M |
| LPL Financial LLC | 0.00% | Add +3.5% | 149,692 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 136,108 | $2.8M |
| MCF Advisors LLC | 0.21% | Add +1.2% | 135,078 | $2.7M |
| Parallel Advisors, LLC | 0.07% | Add +7.6% | 135,011 | $2.7M |
| Precedent Wealth Partners, LLC | 1.10% | Add +16.1% | 134,649 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.1% | 131,734 | $2.7M |
| CGN Advisors LLC | 0.31% | Add +3.3% | 130,446 | $2.6M |
| Peloton Wealth Strategists | 1.02% | Add +10.6% | 120,000 | $2.4M |
| Archford Capital Strategies, LLC | 0.38% | Add +4.7% | 116,283 | $2.4M |
| Cwm, LLC | 0.01% | Add +11.3% | 113,662 | $2.3M |
| Probity Advisors, Inc. | 0.45% | Add +25.0% | 108,212 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +4.6% | 106,365 | $2.2M |
| Sabal Trust CO | 0.10% | New | 85,263 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +31.1% | 85,193 | $1.7M |
| Ironwood Financial, llc | 0.38% | Add +20.8% | 84,398 | $1.7M |
| Quantum Financial Advisors, LLC | 0.27% | Add +4.2% | 76,258 | $1.5M |
| Howland Capital Management LLC | 0.07% | New | 75,080 | $1.5M |
| Mariner, LLC | 0.00% | Add +21.6% | 72,298 | $1.5M |
| Moseley Investment Management Inc. | 0.67% | Add +53.7% | 71,514 | $1.5M |
| Fortis Capital Management LLC | 0.30% | Add +3.9% | 69,320 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -17.3% | 63,435 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.79% | Add +17.8% | 63,215 | $1.3M |
| Stonebrook Private Inc. | 0.36% | Add +30.9% | 61,811 | $1.3M |
| Little House Capital LLC | 0.36% | Add +13.9% | 56,726 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.9% | 49,017 | $995K |
| Osaic Holdings, Inc. | 0.00% | Add +749.3% | 48,952 | $993K |
| NovaPoint Capital, LLC | 0.30% | New | 43,520 | $883K |
| Mendota Financial Group, LLC | 0.47% | Add +1.3% | 42,882 | $870K |
| MML Investors Services, LLC | 0.00% | Reduce -11.2% | 39,968 | $811K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +4.9% | 39,793 | $807K |
| Adirondack Trust Co. | 0.32% | Reduce -42.5% | 38,893 | $789K |
| Marathon Mission, Inc. | 0.57% | Add +233.5% | 36,903 | $749K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 36,512 | $741K |
| Mutual Advisors, LLC | 0.02% | Add +40.7% | 35,073 | $723K |
| Gradient Capital Advisors, LLC | 0.25% | Add +5.5% | 34,642 | $703K |
| Farmers National Bank | 0.20% | Add +8.9% | 33,468 | $679K |
| Segment Wealth Management, LLC | 0.05% | Add +10.0% | 32,430 | $658K |
| McGlone Suttner Wealth Management, Inc. | 0.13% | Reduce -44.0% | 31,578 | $656K |
| Benjamin Edwards Inc. | 0.12% | Add +24.7% | 31,664 | $642K |
| Executive Wealth Management, LLC | 0.12% | Add +91.2% | 31,417 | $637K |
| Sowell Financial Services LLC | 0.03% | Add +85.5% | 31,520 | $635K |
| Greater Midwest Financial Group, LLC | 0.39% | Reduce -9.0% | 29,357 | $615K |
| Bank of New Hampshire | 0.16% | Reduce -1.9% | 30,175 | $612K |
| Associated Banc-Corp | 0.02% | Add +38.1% | 30,175 | $612K |
| Summit Wealth Partners, LLC | 0.12% | Add +1.6% | 29,622 | $601K |
| Koesten, Hirschmann & Crabtree, INC. | 0.37% | No change | 28,257 | $579K |
| Lyell Wealth Management, LP | 0.05% | Add +42.9% | 27,550 | $559K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +17.4% | 27,204 | $552K |
| Beacon Financial Group | 0.06% | New | 26,987 | $548K |
| Brookstone Capital Management | 0.01% | Add +2.6% | 26,478 | $545K |
| Comerica Bank | 0.00% | Reduce -1.3% | 26,118 | $530K |
| Timber Creek Capital Management LLC | 0.16% | Reduce -2.0% | 25,963 | $527K |
| Cherry Tree Wealth Management, LLC | 0.13% | Add +83.9% | 25,094 | $509K |
| Montecito Bank & Trust | 0.10% | Add +66.5% | 24,873 | $505K |
| Stokes Family Office, LLC | 0.06% | Add +6.5% | 24,730 | $502K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.6% | 24,510 | $497K |
"% 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.