iShares Ibonds Dec 2031IBDWETF
13F holders, Q3 2024 (September 30)153holders +12
18new positions
2sold out
1famous investor
$21.22avg. 13F price*
At the end of Q3 2024, 153 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 12 from Q2 2024. 18 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($77.0M), Aptus Capital Advisors, LLC ($75.3M) and Capital Investment Advisors, LLC ($46.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $15.8M |
| Exits | 2 | $1.2M |
All 13F filers, Q2 2024 → Q3 2024: 6,088,373 shares bought and 817,352 shares sold, net +5,271,021 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Wells Fargo & Company | 0.02% | Add +3.8% | 3,627,888 | $77.0M |
| Aptus Capital Advisors, LLC | 1.14% | Add +38.0% | 3,548,460 | $75.3M |
| Capital Investment Advisors, LLC | 0.96% | Add +15.1% | 2,201,067 | $46.7M |
| Bank of America Corp. | 0.00% | Add +8.2% | 2,168,933 | $46.0M |
| Morgan Stanley | 0.00% | Add +11.8% | 2,157,221 | $45.8M |
| Venture Visionary Partners LLC | 1.83% | Add +15.7% | 1,940,759 | $41.2M |
| Gateway Advisory, LLC | 5.53% | Add +3.4% | 1,617,206 | $34.3M |
| Sigma Investment Counselors Inc. | 1.70% | Add +10.0% | 1,368,027 | $29.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +28.0% | 1,301,012 | $27.6M |
| UBS Group AG | 0.01% | Add +9.3% | 944,696 | $20.0M |
| NewEdge Advisors, LLC | 0.13% | Reduce -17.0% | 922,334 | $19.6M |
| Klingman & Associates, LLC | 1.02% | Add +17.5% | 774,020 | $16.4M |
| Lido Advisors, LLC | 0.12% | Reduce -12.3% | 719,912 | $15.3M |
| Arrow Financial Corp | 1.33% | Add +1.3% | 679,681 | $14.4M |
| Envision Financial Planning, LLC | 7.38% | Add +3.9% | 660,389 | $14.0M |
| Sound View Wealth Advisors Group, LLC | 1.13% | Add +29.4% | 651,055 | $13.8M |
| Buffington Mohr McNeal | 2.24% | Add +4.0% | 642,523 | $13.6M |
| US Bancorp \de | 0.02% | Add +84.8% | 638,921 | $13.6M |
| Advisors Capital Management, LLC | 0.22% | Add +4.8% | 632,780 | $13.4M |
| Summitry LLC | 0.63% | Add +0.7% | 617,775 | $13.1M |
| Mb, Levis & Associates, LLC | 6.44% | Add +1.7% | 615,601 | $13.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +6.8% | 611,771 | $13.0M |
| MV Capital Management, Inc. | 1.25% | Add +9.4% | 555,274 | $11.8M |
| HighTower Advisors, LLC | 0.02% | Add +111.2% | 513,780 | $10.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.1% | 512,799 | $10.9M |
| Royal Bank of Canada | 0.00% | Add +25.4% | 494,253 | $10.5M |
| Confluence Investment Management LLC | 0.14% | New | 493,656 | $10.5M |
| Raymond James & Associates | 0.01% | Add +60.6% | 400,211 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.8% | 337,146 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Add +9.6% | 334,041 | $7.1M |
| Guidance Point Advisors, LLC | 2.06% | Reduce -5.4% | 319,297 | $6.8M |
| Snowden Capital Advisors LLC | 0.20% | Add +6.8% | 308,801 | $6.6M |
| Keeler Thomas Management LLC | 1.93% | Add +1.4% | 287,613 | $6.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.7% | 253,473 | $5.4M |
| Sandy Spring Bank | 0.21% | Add +13.3% | 243,773 | $5.2M |
| Platte River Wealth Advisors, LLC | 1.28% | Add +1.5% | 225,338 | $4.8M |
| 4Thought Financial Group Inc. | 2.84% | Add +1.3% | 217,182 | $4.6M |
| Parallel Advisors, LLC | 0.11% | Add +57.8% | 213,033 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +3.8% | 210,971 | $4.5M |
| Krilogy Financial LLC | 0.31% | Add +5.1% | 210,953 | $4.5M |
| Seascape Capital Management | 1.48% | Reduce -4.0% | 195,236 | $4.1M |
| Benjamin Edwards Inc. | 0.06% | Add +495.5% | 188,558 | $4.0M |
| LPL Financial LLC | 0.00% | Add +22.8% | 183,769 | $3.9M |
| REDW Wealth LLC | 0.97% | Add +2.1% | 178,648 | $3.8M |
| Signature Wealth Management Group | 1.41% | Add +3.6% | 165,854 | $3.5M |
| Lyell Wealth Management, LP | 0.32% | Add +501.8% | 165,800 | $3.5M |
| Moseley Investment Management Inc. | 1.39% | Add +129.8% | 164,300 | $3.5M |
| Precedent Wealth Partners, LLC | 1.10% | Add +16.7% | 157,176 | $3.3M |
| Sabal Trust CO | 0.17% | Add +77.7% | 151,542 | $3.2M |
| Peloton Wealth Strategists | 1.27% | Add +23.1% | 147,700 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Add +3.9% | 141,393 | $3.0M |
| CGN Advisors LLC | 0.29% | Add +5.9% | 138,142 | $2.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.2% | 137,314 | $2.9M |
| MCF Advisors LLC | 0.20% | Add +1.2% | 136,647 | $2.9M |
| Executive Wealth Management, LLC | 0.21% | Add +301.1% | 126,019 | $2.7M |
| Probity Advisors, Inc. | 0.50% | Add +13.4% | 122,751 | $2.6M |
| Howland Capital Management LLC | 0.11% | Add +57.8% | 118,497 | $2.5M |
| Cwm, LLC | 0.01% | Add +4.0% | 118,178 | $2.5M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +6.1% | 112,849 | $2.4M |
| Ironwood Financial, llc | 0.50% | Add +33.3% | 112,525 | $2.4M |
| Archford Capital Strategies, LLC | 0.36% | Reduce -1.9% | 114,098 | $2.4M |
| Marathon Mission, Inc. | 1.62% | Add +197.3% | 109,731 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -67.1% | 106,972 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +12.8% | 96,131 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -70.5% | 89,659 | $1.9M |
| Stonebrook Private Inc. | 0.50% | Add +42.8% | 88,276 | $1.9M |
| Quantum Financial Advisors, LLC | 0.28% | Add +11.0% | 84,658 | $1.8M |
| Fortis Capital Management LLC | 0.33% | Add +10.3% | 76,457 | $1.6M |
| Paradigm, Strategies in Wealth Management, LLC | 1.05% | Add +20.1% | 75,950 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | New | 73,088 | $1.6M |
| Mariner, LLC | 0.00% | Add +1.1% | 73,072 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +40.4% | 68,749 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +333.4% | 67,719 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.7% | 64,516 | $1.4M |
| Little House Capital LLC | 0.36% | Add +3.5% | 58,685 | $1.2M |
| McGlone Suttner Wealth Management, Inc. | 0.26% | Add +83.8% | 58,047 | $1.2M |
| Adirondack Trust Co. | 0.46% | Add +43.8% | 55,942 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.1% | 51,525 | $1.1M |
| NovaPoint Capital, LLC | 0.32% | Add +12.1% | 48,776 | $1.0M |
| Mendota Financial Group, LLC | 0.48% | Add +10.2% | 47,275 | $1.0M |
| Captrust Financial Advisors | 0.00% | Add +17.2% | 42,782 | $908K |
| Stifel Financial Corp. | 0.00% | Add +116.3% | 41,903 | $889K |
| Cetera Investment Advisers | 0.00% | Add +108.0% | 41,405 | $879K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | No change | 39,793 | $844K |
| Oppenheimer & Co. Inc. | 0.01% | Add +291.8% | 39,466 | $837K |
| First National Trust Co | 0.03% | New | 37,348 | $793K |
| MML Investors Services, LLC | 0.00% | Reduce -7.3% | 37,046 | $786K |
| Segment Wealth Management, LLC | 0.05% | Add +13.1% | 36,675 | $778K |
| Montecito Bank & Trust | 0.13% | Add +47.1% | 36,579 | $776K |
| Cherry Tree Wealth Management, LLC | 0.18% | Add +45.4% | 36,489 | $774K |
| Gradient Capital Advisors, LLC | 0.24% | No change | 34,642 | $735K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.1% | 35,032 | $727K |
| Associated Banc-Corp | 0.02% | Add +4.3% | 31,475 | $668K |
| Bank of New Hampshire | 0.16% | No change | 30,175 | $640K |
| Summit Wealth Partners, LLC | 0.12% | No change | 29,622 | $629K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +45.6% | 29,050 | $616K |
| Koesten, Hirschmann & Crabtree, INC. | 0.36% | Add +1.9% | 28,807 | $611K |
| Greater Midwest Financial Group, LLC | 0.36% | Reduce -2.1% | 28,749 | $610K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 27,204 | $577K |
| Comerica Bank | 0.00% | Add +3.3% | 26,978 | $572K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.2% | 26,762 | $568K |
| Brookstone Capital Management | 0.01% | Add +0.5% | 26,600 | $564K |
| Beacon Financial Group | 0.06% | Reduce -1.6% | 26,563 | $564K |
| IFP Advisors, Inc | 0.02% | Add +74.8% | 25,762 | $547K |
| Stokes Family Office, LLC | 0.06% | No change | 24,730 | $525K |
| Mercer Global Advisors Inc. | 0.00% | Add +111.5% | 23,178 | $491K |
| Moneco Advisors, LLC | 0.06% | Add +26.6% | 22,867 | $485K |
| Safeguard Financial, LLC | 0.11% | Add +16.6% | 22,697 | $482K |
| Granite Harbor Advisors, Inc. | 0.28% | Add +5.0% | 22,291 | $473K |
| Chesley Taft & Associates LLC | 0.02% | New | 22,000 | $467K |
| Private Advisor Group, LLC | 0.00% | Add +117.2% | 21,639 | $459K |
| Lee Financial Co | 0.06% | No change | 20,000 | $424K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 17,500 | $371K |
| Private Portfolio Partners LLC | 0.06% | New | 15,300 | $325K |
| Roble, Belko & Company, Inc | 0.05% | Add +14.3% | 14,995 | $318K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.6% | 14,753 | $313K |
| Newman Dignan & Sheerar, Inc. | 0.07% | Add +38.3% | 14,776 | $306K |
| Jacobi Capital Management LLC | 0.02% | New | 13,948 | $296K |
| Yoder Wealth Management, Inc. | 0.17% | New | 13,500 | $286K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +30.4% | 13,493 | $286K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.3% | 12,007 | $255K |
| Kesler, Norman & Wride, LLC | 0.05% | New | 11,908 | $253K |
| Scotia Capital Inc. | 0.00% | No change | 11,900 | $253K |
| STAR Financial Bank | 0.16% | New | 11,386 | $242K |
| Ritholtz Wealth Management | 0.01% | No change | 11,250 | $239K |
| Kintra Wealth, LLC | 0.16% | Add +0.6% | 11,115 | $236K |
| Fulton Breakefield Broenniman LLC | 0.02% | New | 10,945 | $232K |
| Provenance Wealth Advisors, LLC | 0.03% | New | 10,659 | $226K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +1.2% | 10,045 | $213K |
| M3 Advisory Group, LLC | 0.15% | New | 9,794 | $208K |
| Meridian Wealth Management, LLC | 0.01% | New | 9,684 | $205K |
| Thoroughbred Financial Services, LLC | 0.01% | Reduce -14.0% | 9,467 | $200K |
| Addison Advisors LLC | 0.05% | Add +6.2% | 8,615 | $183K |
| PFG Private Wealth Management, LLC | 0.10% | Reduce -25.2% | 8,317 | $176K |
| Princeton Global Asset Management LLC | 0.03% | Add +112.4% | 6,562 | $139K |
| Banque Cantonale Vaudoise | 0.01% | Add +1.3% | 6,234 | $132K |
| Jones Financial Companies LLLP | 0.00% | New | 6,185 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +1.2% | 5,146 | $109K |
| Element Wealth, LLC | 0.06% | No change | 4,897 | $104K |
| Trust Co | 0.01% | Add +98.4% | 4,828 | $102K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,334 | $92K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +31.0% | 3,330 | $71K |
| CENTRAL TRUST Co | 0.00% | Reduce -10.0% | 2,763 | $59K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $53K |
| Capital Analysts, LLC | 0.00% | No change | 1,320 | $28K |
| Private Trust Co. NA | 0.00% | No change | 1,290 | $27K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,274 | $27K |
| Principal Securities, Inc. | 0.00% | No change | 1,268 | $27K |
| Allworth Financial LP | 0.00% | No change | 1,027 | $22K |
| Abound Wealth Management | 0.01% | New | 729 | $15K |
| Hemington Wealth Management | 0.00% | New | 604 | $12K |
| Creative Financial Designs Inc. | 0.00% | New | 249 | $5K |
| BlackRock, Inc. | 0.00% | — | 57 | $1K |
"% 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.