iShares Ibonds Dec 2031IBDWETF
13F holders, Q4 2024 (December 31)178holders +25
24new positions
5sold out
1famous investor
$20.35avg. 13F price*
At the end of Q4 2024, 178 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 25 from Q3 2024. 24 opened new positions and 5 sold out. The largest holders were Aptus Capital Advisors, LLC ($108.1M), Wells Fargo & Company ($77.0M) and Capital Investment Advisors, LLC ($52.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $28.3M |
| Exits | 5 | $2.6M |
All 13F filers, Q3 2024 → Q4 2024: 9,119,437 shares bought and 280,571 shares sold, net +8,838,866 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| Aptus Capital Advisors, LLC | 1.29% | Add +49.7% | 5,312,844 | $108.1M |
| Wells Fargo & Company | 0.02% | Add +4.3% | 3,782,762 | $77.0M |
| Capital Investment Advisors, LLC | 1.06% | Add +16.1% | 2,554,613 | $52.0M |
| Bank of America Corp. | 0.00% | Add +12.3% | 2,435,696 | $49.6M |
| Morgan Stanley | 0.00% | Add +11.8% | 2,410,676 | $49.1M |
| Venture Visionary Partners LLC | 1.80% | Add +7.5% | 2,086,763 | $42.5M |
| Raymond James Financial Inc. | 0.01% | — | 1,973,030 | $40.2M |
| Sigma Investment Counselors Inc. | 1.77% | Add +8.4% | 1,483,109 | $30.2M |
| Summitry LLC | 1.37% | Add +121.7% | 1,369,729 | $27.9M |
| Advisors Capital Management, LLC | 0.39% | Add +94.2% | 1,228,959 | $25.0M |
| UBS Group AG | 0.01% | Add +23.8% | 1,169,143 | $23.8M |
| Klingman & Associates, LLC | 1.32% | Add +32.3% | 1,024,300 | $20.8M |
| NewEdge Advisors, LLC | 0.12% | Add +4.4% | 963,198 | $19.6M |
| Royal Bank of Canada | 0.00% | Add +93.7% | 957,158 | $19.5M |
| Lido Advisors, LLC | 0.11% | Add +22.9% | 884,677 | $18.0M |
| Ameriprise Financial Inc. | 0.00% | Add +137.3% | 792,563 | $16.1M |
| Arrow Financial Corp | 1.36% | Add +3.3% | 702,409 | $14.3M |
| Sound View Wealth Advisors Group, LLC | 1.14% | Add +6.9% | 696,080 | $14.2M |
| Envision Financial Planning, LLC | 7.17% | Add +3.2% | 681,463 | $13.9M |
| Motley Fool Wealth Management, LLC | 0.71% | New | 679,423 | $13.8M |
| Buffington Mohr McNeal | 2.23% | Add +3.0% | 661,768 | $13.5M |
| MV Capital Management, Inc. | 1.43% | Add +18.4% | 657,393 | $13.4M |
| Mb, Levis & Associates, LLC | 6.37% | Add +1.6% | 625,181 | $12.7M |
| US Bancorp \de | 0.02% | Reduce -2.5% | 623,171 | $12.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +19.7% | 613,920 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.6% | 602,184 | $12.3M |
| HighTower Advisors, LLC | 0.02% | Add +9.8% | 564,247 | $11.5M |
| Confluence Investment Management LLC | 0.14% | Add +0.6% | 496,614 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.2% | 354,593 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +30.1% | 329,848 | $6.7M |
| Guidance Point Advisors, LLC | 1.94% | Add +2.3% | 326,503 | $6.6M |
| Snowden Capital Advisors LLC | 0.21% | Add +4.4% | 322,442 | $6.6M |
| Keeler Thomas Management LLC | 2.07% | Reduce -0.7% | 285,479 | $5.8M |
| LPL Financial LLC | 0.00% | Add +53.2% | 281,545 | $5.7M |
| Parallel Advisors, LLC | 0.12% | Add +19.4% | 254,468 | $5.2M |
| Sandy Spring Bank | 0.21% | Add +4.3% | 254,265 | $5.2M |
| Citadel Advisors | 0.00% | Add +124.8% | 240,483 | $4.9M |
| Lyell Wealth Management, LP | 0.43% | Add +42.9% | 236,975 | $4.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +8.5% | 228,831 | $4.7M |
| 4Thought Financial Group Inc. | 2.81% | Add +2.5% | 222,607 | $4.5M |
| Krilogy Financial LLC | 0.30% | Add +4.0% | 219,300 | $4.5M |
| Sabal Trust CO | 0.26% | Add +44.7% | 219,229 | $4.5M |
| Seascape Capital Management | 1.41% | Add +1.7% | 198,540 | $4.0M |
| Benjamin Edwards Inc. | 0.06% | Add +3.8% | 195,761 | $4.0M |
| Signature Wealth Management Group | 1.58% | Add +16.3% | 192,866 | $3.9M |
| Probity Advisors, Inc. | 0.71% | Add +47.3% | 180,843 | $3.7M |
| Moseley Investment Management Inc. | 1.39% | Add +6.8% | 175,467 | $3.6M |
| Executive Wealth Management, LLC | 0.28% | Add +38.3% | 174,222 | $3.5M |
| Peloton Wealth Strategists | 1.42% | Add +15.1% | 170,000 | $3.5M |
| Howland Capital Management LLC | 0.15% | Add +40.0% | 165,892 | $3.4M |
| Wrapmanager Inc. | 0.83% | New | 160,004 | $3.3M |
| CGN Advisors LLC | 0.31% | Add +12.7% | 155,644 | $3.2M |
| Glenview Trust Co | 0.06% | New | 149,764 | $3.0M |
| Precedent Wealth Partners, LLC | 0.98% | Reduce -6.4% | 147,116 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.1% | 142,891 | $2.9M |
| Neuberger Berman Group LLC | 0.00% | No change | 141,393 | $2.9M |
| MCF Advisors LLC | 0.20% | Add +1.6% | 138,764 | $2.8M |
| Ironwood Financial, llc | 0.57% | Add +17.9% | 132,644 | $2.7M |
| First National Trust Co | 0.10% | Add +246.5% | 129,422 | $2.6M |
| Marathon Mission, Inc. | 1.69% | Add +10.9% | 121,722 | $2.5M |
| Cwm, LLC | 0.01% | Add +1.5% | 119,919 | $2.4M |
| Clearstead Advisors, LLC | 0.04% | New | 119,393 | $2.4M |
| REDW Wealth LLC | 0.81% | Reduce -35.8% | 114,712 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +1.5% | 114,496 | $2.3M |
| Archford Capital Strategies, LLC | 0.35% | Reduce -1.2% | 112,738 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +10.5% | 106,195 | $2.2M |
| Adirondack Trust Co. | 0.78% | Add +80.4% | 100,915 | $2.1M |
| Stonebrook Private Inc. | 0.52% | Add +9.8% | 96,906 | $2.0M |
| Quantum Financial Advisors, LLC | 0.27% | Add +1.9% | 86,268 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Add +14.6% | 78,791 | $1.6M |
| Mariner, LLC | 0.00% | Add +6.4% | 77,768 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +3.5% | 75,623 | $1.5M |
| Segment Wealth Management, LLC | 0.10% | Add +99.9% | 73,310 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +9.2% | 70,431 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +69.1% | 70,032 | $1.4M |
| Fortis Capital Management LLC | 0.26% | Reduce -11.1% | 67,994 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.87% | Reduce -15.0% | 64,554 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +177.1% | 64,221 | $1.3M |
| McGlone Suttner Wealth Management, Inc. | 0.21% | Add +5.3% | 61,125 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -15.0% | 57,554 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +5.0% | 54,084 | $1.1M |
| Little House Capital LLC | 0.31% | Reduce -9.8% | 52,909 | $1.1M |
| NovaPoint Capital, LLC | 0.32% | Add +4.6% | 51,005 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +22.0% | 48,532 | $988K |
| Flow Traders U.S. LLC | 0.04% | New | 44,155 | $899K |
| Stifel Financial Corp. | 0.00% | Add +3.7% | 43,439 | $884K |
| STAR Financial Bank | 0.63% | Add +274.9% | 42,682 | $869K |
| Cherry Tree Wealth Management, LLC | 0.21% | Add +13.7% | 41,485 | $844K |
| Captrust Financial Advisors | 0.00% | Reduce -4.9% | 40,672 | $828K |
| Creative Planning | 0.00% | New | 40,662 | $827K |
| Associated Banc-Corp | 0.02% | Add +29.2% | 40,660 | $827K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.3% | 40,381 | $822K |
| Mendota Financial Group, LLC | 0.51% | Reduce -18.3% | 38,621 | $786K |
| Farmers National Bank | 0.22% | — | 37,755 | $768K |
| Camelot Portfolios, LLC | 0.83% | New | 37,673 | $767K |
| Gradient Capital Advisors, LLC | 0.25% | Add +8.3% | 37,516 | $763K |
| Private Advisor Group, LLC | 0.00% | Add +73.3% | 37,489 | $763K |
| Praetorian Wealth Management, Inc. | 0.19% | New | 37,475 | $763K |
| Bank of New Hampshire | 0.19% | Add +22.7% | 37,015 | $753K |
| Beacon Financial Group | 0.08% | Add +38.6% | 36,814 | $749K |
| MML Investors Services, LLC | 0.00% | Reduce -0.8% | 36,749 | $748K |
| Montecito Bank & Trust | 0.13% | No change | 36,579 | $744K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +25.3% | 36,400 | $741K |
| Chesley Taft & Associates LLC | 0.03% | Add +60.0% | 35,200 | $716K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.9% | 34,030 | $693K |
| Granite Harbor Advisors, Inc. | 0.37% | Add +47.1% | 32,782 | $667K |
| Koesten, Hirschmann & Crabtree, INC. | 0.37% | Add +10.5% | 31,835 | $648K |
| IFP Advisors, Inc | 0.02% | Add +16.4% | 29,993 | $610K |
| Summit Wealth Partners, LLC | 0.12% | No change | 29,622 | $603K |
| Comerica Bank | 0.00% | Add +9.3% | 29,484 | $600K |
| Naples Global Advisors, LLC | 0.05% | New | 28,175 | $573K |
| Wilkins Miller Wealth Management, LLC | 0.59% | — | 27,626 | $562K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +0.2% | 27,270 | $555K |
| Integrated Wealth Concepts LLC | 0.01% | Add +1.5% | 27,175 | $553K |
| Brookstone Capital Management | 0.01% | Add +1.6% | 27,039 | $550K |
| Centricity Wealth Management, LLC | 0.50% | — | 26,290 | $535K |
| Greater Midwest Financial Group, LLC | 0.32% | Reduce -13.7% | 24,809 | $505K |
| Stokes Family Office, LLC | 0.05% | No change | 24,730 | $503K |
| Yoder Wealth Management, Inc. | 0.27% | Add +74.8% | 23,600 | $480K |
| Safeguard Financial, LLC | 0.10% | Add +1.6% | 23,056 | $469K |
| Moneco Advisors, LLC | 0.05% | No change | 22,867 | $465K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +25.7% | 22,000 | $448K |
| Lee Financial Co | 0.06% | No change | 20,000 | $407K |
| Jacobi Capital Management LLC | 0.03% | Add +43.4% | 19,996 | $407K |
| Roble, Belko & Company, Inc | 0.06% | Add +32.5% | 19,865 | $404K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +79.6% | 19,661 | $400K |
| Private Portfolio Partners LLC | 0.07% | Add +26.1% | 19,300 | $393K |
| Members Wealth LLC | 0.28% | — | 18,252 | $371K |
| Kintra Wealth, LLC | 0.26% | Add +61.7% | 17,975 | $366K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +8.3% | 16,000 | $326K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.5% | 15,709 | $320K |
| First Interstate Bank | 0.02% | New | 15,631 | $318K |
| Avantax Advisory Services, Inc. | 0.00% | Add +23.3% | 14,800 | $301K |
| RVW Wealth, LLC | 0.03% | New | 13,680 | $278K |
| StoneX Group Inc. | 0.02% | New | 13,646 | $278K |
| Cary Street Partners Financial LLC | 0.01% | — | 13,430 | $273K |
| Cowa, LLC | 0.13% | New | 13,163 | $268K |
| Lincoln Capital Corp. | 0.11% | New | 12,753 | $260K |
| Jones Financial Companies LLLP | 0.00% | Add +101.7% | 12,472 | $254K |
| Kesler, Norman & Wride, LLC | 0.05% | No change | 11,908 | $242K |
| Scotia Capital Inc. | 0.00% | No change | 11,900 | $242K |
| DecisionMap Wealth Management, LLC | 0.19% | — | 11,668 | $237K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +20.1% | 11,373 | $231K |
| Ritholtz Wealth Management | 0.01% | No change | 11,250 | $229K |
| Provenance Wealth Advisors, LLC | 0.03% | No change | 10,659 | $217K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +1.6% | 10,211 | $208K |
| Redwood Financial Network Corp | 0.15% | New | 10,138 | $206K |
| PFG Private Wealth Management, LLC | 0.10% | No change | 8,317 | $169K |
| Addison Advisors LLC | 0.05% | Reduce -5.8% | 8,115 | $165K |
| CENTRAL TRUST Co | 0.00% | Add +193.5% | 8,110 | $165K |
| Princeton Global Asset Management LLC | 0.03% | Add +1.2% | 6,642 | $135K |
| Harbour Investments, Inc. | 0.00% | Add +13.5% | 5,840 | $119K |
| Bogart Wealth, LLC | 0.01% | New | 5,248 | $107K |
| Element Wealth, LLC | 0.05% | No change | 4,897 | $100K |
| Trust Co | 0.01% | No change | 4,828 | $98K |
| Crews Bank & Trust | 0.02% | — | 4,500 | $92K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.3% | 4,432 | $90K |
| Laurel Wealth Advisors LLC | 0.01% | New | 3,900 | $79K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $51K |
| First United Bank & Trust | 0.02% | New | 2,307 | $47K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2,176 | $44K |
| 10Elms LLP | 0.05% | — | 2,000 | $41K |
| Allworth Financial LP | 0.00% | Add +39.0% | 1,427 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 1,320 | $27K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | — | 1,312 | $27K |
| Private Trust Co. NA | 0.00% | No change | 1,290 | $26K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,274 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 1,268 | $26K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -62.5% | 1,248 | $25K |
| Ancora Advisors LLC | 0.00% | New | 1,195 | $24K |
| Hemington Wealth Management | 0.01% | Add +82.8% | 1,104 | $22K |
| Venturi Wealth Management, LLC | 0.00% | New | 800 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | New | 628 | $13K |
| Global Retirement Partners, LLC | 0.00% | New | 497 | $10K |
| Noble Wealth Management PBC | 0.01% | — | 450 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 249 | $5K |
| BlackRock, Inc. | 0.00% | Add +7.0% | 61 | $1K |
| Kestra Investment Management, LLC | 0.00% | New | 39 | $800 |
"% 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.