iShares Ibonds Dec 2031IBDWETF
13F holders, Q1 2025 (March 31)196holders +18
28new positions
9sold out
1famous investor
$20.75avg. 13F price*
At the end of Q1 2025, 196 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 18 from Q4 2024. 28 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($124.0M), Capital Investment Advisors, LLC ($58.7M) and Bank of America Corp. ($56.1M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $39.2M |
| Exits | 9 | $3.1M |
All 13F filers, Q4 2024 → Q1 2025: 7,212,878 shares bought and 2,884,386 shares sold, net +4,328,492 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 196 holders
| Aptus Capital Advisors, LLC | 1.41% | Add +12.5% | 5,976,439 | $124.0M |
| Capital Investment Advisors, LLC | 1.15% | Add +10.8% | 2,829,379 | $58.7M |
| Bank of America Corp. | 0.01% | Add +10.9% | 2,701,846 | $56.1M |
| Morgan Stanley | 0.00% | Add +10.3% | 2,658,519 | $55.2M |
| Venture Visionary Partners LLC | 1.95% | Add +7.3% | 2,238,947 | $46.5M |
| Sarver Vrooman Wealth Advisors | 29.39% | — | 2,128,732 | $44.2M |
| Wells Fargo & Company | 0.01% | Reduce -50.4% | 1,875,376 | $38.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.4% | 1,866,893 | $38.7M |
| Sigma Investment Counselors Inc. | 2.00% | Add +6.1% | 1,574,129 | $32.7M |
| Summitry LLC | 1.52% | Add +5.2% | 1,441,348 | $29.9M |
| Advisors Capital Management, LLC | 0.43% | Add +8.1% | 1,328,604 | $27.6M |
| Ameriprise Financial Inc. | 0.01% | Add +64.6% | 1,304,453 | $27.1M |
| UBS Group AG | 0.01% | Add +10.6% | 1,293,248 | $26.8M |
| Klingman & Associates, LLC | 1.63% | Add +25.2% | 1,282,281 | $26.6M |
| Royal Bank of Canada | 0.00% | Add +10.5% | 1,057,759 | $21.9M |
| NewEdge Advisors, LLC | 0.12% | Reduce -1.8% | 945,737 | $19.6M |
| Frisch Financial Group, Inc. | 4.61% | New | 791,867 | $16.4M |
| Sound View Wealth Advisors Group, LLC | 1.31% | Add +10.7% | 770,502 | $16.0M |
| Lido Advisors, LLC | 0.09% | Reduce -19.7% | 710,685 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +15.0% | 705,991 | $14.6M |
| MV Capital Management, Inc. | 1.57% | Add +7.1% | 703,969 | $14.6M |
| US Bancorp \de | 0.02% | Add +12.3% | 700,018 | $14.5M |
| Arrow Financial Corp | 1.62% | Reduce -0.4% | 699,516 | $14.5M |
| Envision Financial Planning, LLC | 7.38% | Add +2.4% | 697,966 | $14.5M |
| Buffington Mohr McNeal | 2.76% | Add +1.9% | 673,998 | $14.0M |
| HighTower Advisors, LLC | 0.02% | Add +16.5% | 657,462 | $13.6M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -4.8% | 646,620 | $13.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.3% | 633,961 | $13.2M |
| Mb, Levis & Associates, LLC | 6.06% | Add +0.6% | 628,699 | $13.0M |
| PFG Private Wealth Management, LLC | 5.64% | Add +5945.6% | 502,812 | $10.4M |
| Confluence Investment Management LLC | 0.15% | Reduce -1.2% | 490,577 | $10.2M |
| Commonwealth Financial Services, LLC | 1.76% | New | 414,122 | $8.6M |
| LPL Financial LLC | 0.00% | Add +33.6% | 376,251 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.4% | 366,578 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.2% | 363,599 | $7.5M |
| Snowden Capital Advisors LLC | 0.24% | Add +9.9% | 354,274 | $7.4M |
| Guidance Point Advisors, LLC | 2.02% | Add +0.9% | 329,569 | $6.8M |
| Probity Advisors, Inc. | 1.17% | Add +62.1% | 293,167 | $6.1M |
| Sandy Spring Bank | 0.24% | Add +6.9% | 271,734 | $5.6M |
| 4Thought Financial Group Inc. | 3.21% | Add +12.3% | 250,015 | $5.2M |
| Lyell Wealth Management, LP | 0.47% | Add +3.0% | 243,975 | $5.1M |
| Sabal Trust CO | 0.28% | Add +10.4% | 241,959 | $5.0M |
| Howland Capital Management LLC | 0.22% | Add +45.8% | 241,900 | $5.0M |
| Seascape Capital Management | 1.73% | Add +20.6% | 239,389 | $5.0M |
| Parallel Advisors, LLC | 0.11% | Reduce -6.9% | 237,022 | $4.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +1.4% | 232,084 | $4.8M |
| Cheviot Value Management, LLC | 0.59% | New | 231,971 | $4.8M |
| Keeler Thomas Management LLC | 2.30% | Reduce -20.8% | 226,248 | $4.7M |
| Krilogy Financial LLC | 0.30% | Add +2.8% | 225,523 | $4.7M |
| Wilkins Miller Wealth Management, LLC | 3.44% | Add +697.4% | 220,293 | $4.6M |
| Moseley Investment Management Inc. | 1.70% | Add +19.4% | 209,486 | $4.3M |
| Signature Wealth Management Group | 1.67% | Add +7.0% | 206,377 | $4.3M |
| Benjamin Edwards Inc. | 0.06% | Add +4.8% | 205,149 | $4.3M |
| Peloton Wealth Strategists | 1.77% | Add +17.3% | 199,350 | $4.1M |
| First National Trust Co | 0.15% | Add +36.6% | 176,860 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.0% | 170,101 | $3.5M |
| Glenview Trust Co | 0.07% | Add +11.6% | 167,136 | $3.5M |
| Ironwood Financial, llc | 0.73% | Add +24.2% | 164,739 | $3.4M |
| Wrapmanager Inc. | 0.90% | Add +2.6% | 164,178 | $3.4M |
| CGN Advisors LLC | 0.33% | Add +3.8% | 161,615 | $3.4M |
| Praetorian Wealth Management, Inc. | 0.75% | Add +296.8% | 148,695 | $3.1M |
| MCF Advisors LLC | 0.22% | Add +4.3% | 144,657 | $3.0M |
| Neuberger Berman Group LLC | 0.00% | No change | 141,393 | $2.9M |
| Precedent Wealth Partners, LLC | 0.77% | Reduce -9.6% | 132,989 | $2.8M |
| Clearstead Advisors, LLC | 0.04% | Add +11.0% | 132,500 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +19.8% | 127,237 | $2.6M |
| Marathon Mission, Inc. | 1.83% | Add +3.5% | 125,971 | $2.6M |
| Cwm, LLC | 0.01% | Add +4.1% | 124,814 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.0% | 116,806 | $2.4M |
| Archford Capital Strategies, LLC | 0.34% | Reduce -0.6% | 112,023 | $2.3M |
| Adirondack Trust Co. | 0.90% | Add +10.4% | 111,414 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +61.9% | 103,951 | $2.2M |
| Stonebrook Private Inc. | 0.56% | Add +6.5% | 103,210 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | New | 97,190 | $2.0M |
| Cetera Investment Advisers | 0.00% | Add +34.9% | 94,441 | $2.0M |
| Quantum Financial Advisors, LLC | 0.29% | Add +7.5% | 92,776 | $1.9M |
| Cowa, LLC | 0.78% | Add +571.7% | 88,420 | $1.8M |
| Drive Wealth Management, LLC | 0.41% | New | 83,217 | $1.7M |
| Segment Wealth Management, LLC | 0.11% | Add +10.7% | 81,130 | $1.7M |
| Mariner, LLC | 0.00% | Add +3.9% | 80,777 | $1.7M |
| REDW Wealth LLC | 0.62% | Reduce -30.0% | 80,271 | $1.7M |
| STAR Financial Bank | 1.20% | Add +84.6% | 78,792 | $1.6M |
| Camelot Portfolios, LLC | 1.00% | Add +106.9% | 77,936 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | No change | 75,623 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.6% | 72,994 | $1.5M |
| Creative Planning | 0.00% | Add +70.0% | 69,132 | $1.4M |
| Paradigm, Strategies in Wealth Management, LLC | 0.95% | Add +5.7% | 68,246 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.21% | Add +1.3% | 61,890 | $1.3M |
| Beaumont Asset Management, L.L.C. | 0.72% | New | 57,220 | $1.2M |
| Little House Capital LLC | 0.31% | Add +3.0% | 54,502 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +11.0% | 53,892 | $1.1M |
| Chesley Taft & Associates LLC | 0.05% | Add +51.4% | 53,300 | $1.1M |
| NovaPoint Capital, LLC | 0.33% | Add +1.8% | 51,938 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.23% | Add +11.5% | 46,244 | $960K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.7% | 45,596 | $946K |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 44,981 | $933K |
| Associated Banc-Corp | 0.03% | Add +8.8% | 44,249 | $918K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.0% | 42,802 | $888K |
| Beacon Financial Group | 0.09% | Add +12.9% | 41,582 | $863K |
| Penobscot Investment Management Company, Inc. | 0.08% | Add +13.7% | 41,400 | $859K |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 40,746 | $845K |
| Farmers National Bank | 0.23% | Add +6.1% | 40,069 | $831K |
| Bank of New Hampshire | 0.22% | Add +7.4% | 39,740 | $825K |
| Gradient Capital Advisors, LLC | 0.27% | Add +5.0% | 39,388 | $817K |
| IFP Advisors, Inc | 0.02% | Add +27.8% | 38,336 | $795K |
| MML Investors Services, LLC | 0.00% | Add +3.7% | 38,094 | $790K |
| Private Advisor Group, LLC | 0.00% | Add +0.0% | 37,500 | $778K |
| Montecito Bank & Trust | 0.14% | Add +0.9% | 36,917 | $766K |
| Osaic Holdings, Inc. | 0.00% | Reduce -54.3% | 36,000 | $747K |
| Fulton Breakefield Broenniman LLC | 0.05% | Add +70.3% | 33,479 | $695K |
| Koesten, Hirschmann & Crabtree, INC. | 0.38% | Add +0.7% | 32,045 | $665K |
| Naples Global Advisors, LLC | 0.06% | Add +12.5% | 31,690 | $658K |
| Fortis Capital Management LLC | 0.12% | Reduce -55.3% | 30,381 | $630K |
| Comerica Bank | 0.00% | Add +1.1% | 29,810 | $619K |
| Belpointe Asset Management LLC | 0.03% | New | 29,783 | $618K |
| HRT Financial LP | 0.00% | New | 29,782 | $617K |
| Summit Wealth Partners, LLC | 0.12% | No change | 29,622 | $615K |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.4% | 28,640 | $594K |
| Moneco Advisors, LLC | 0.06% | Add +21.1% | 27,692 | $575K |
| Jones Financial Companies LLLP | 0.00% | Add +114.0% | 26,687 | $553K |
| Centricity Wealth Management, LLC | 0.50% | No change | 26,290 | $546K |
| Safeguard Financial, LLC | 0.12% | Add +13.6% | 26,184 | $543K |
| Spectrum Wealth Counsel, LLC | 0.06% | Reduce -6.7% | 25,438 | $528K |
| Stokes Family Office, LLC | 0.06% | No change | 24,730 | $513K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +51.2% | 23,751 | $493K |
| Yoder Wealth Management, Inc. | 0.28% | No change | 23,600 | $490K |
| Jacobi Capital Management LLC | 0.04% | Add +14.7% | 22,925 | $476K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 22,000 | $457K |
| Greater Midwest Financial Group, LLC | 0.31% | Reduce -13.4% | 21,494 | $446K |
| Sax Wealth Advisors, LLC | 0.03% | New | 21,042 | $437K |
| Roble, Belko & Company, Inc | 0.07% | Add +5.7% | 20,992 | $436K |
| Mutual Advisors, LLC | 0.01% | Reduce -39.0% | 20,744 | $430K |
| Lee Financial Co | 0.06% | No change | 20,000 | $415K |
| Brookstone Capital Management | 0.01% | Reduce -28.3% | 19,382 | $402K |
| Members Wealth LLC | 0.29% | No change | 18,252 | $379K |
| Kintra Wealth, LLC | 0.25% | No change | 17,975 | $373K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Add +12.3% | 17,973 | $373K |
| Avantax Advisory Services, Inc. | 0.00% | Add +20.3% | 17,800 | $369K |
| Citadel Advisors | 0.00% | Reduce -93.0% | 16,730 | $347K |
| DecisionMap Wealth Management, LLC | 0.26% | Add +42.6% | 16,634 | $345K |
| First Interstate Bank | 0.02% | No change | 15,631 | $324K |
| StoneX Group Inc. | 0.02% | Add +12.2% | 15,316 | $318K |
| Passive Capital Management, LLC. | 0.10% | New | 15,128 | $314K |
| Lincoln Capital Corp. | 0.13% | Add +16.6% | 14,874 | $309K |
| Cary Street Partners Financial LLC | 0.01% | Add +6.5% | 14,307 | $297K |
| CENTRAL TRUST Co | 0.01% | Add +73.5% | 14,074 | $292K |
| RVW Wealth, LLC | 0.03% | No change | 13,680 | $284K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +18.9% | 13,517 | $280K |
| Advisory Services Network, LLC | 0.01% | New | 13,412 | $278K |
| Provenance Wealth Advisors, LLC | 0.04% | Add +22.8% | 13,092 | $272K |
| MinichMacGregor Wealth Management, LLC | 0.06% | New | 12,206 | $253K |
| Kesler, Norman & Wride, LLC | 0.05% | No change | 11,908 | $247K |
| Scotia Capital Inc. | 0.00% | No change | 11,900 | $247K |
| Redwood Financial Network Corp | 0.18% | Add +15.4% | 11,701 | $243K |
| Crews Bank & Trust | 0.04% | Add +160.0% | 11,700 | $243K |
| Granite Harbor Advisors, Inc. | 0.13% | Reduce -64.8% | 11,544 | $240K |
| Meridian Wealth Management, LLC | 0.01% | New | 11,413 | $237K |
| Rossmore Private Capital | 0.03% | New | 11,367 | $236K |
| Ritholtz Wealth Management | 0.01% | No change | 11,250 | $233K |
| Laurel Wealth Advisors LLC | 0.03% | Add +174.4% | 10,700 | $222K |
| Mgo One Seven LLC | 0.01% | New | 10,654 | $221K |
| Valmark Advisers, Inc. | 0.00% | New | 10,573 | $219K |
| HB Wealth Management, LLC | 0.00% | New | 10,517 | $218K |
| Sivia Capital Partners, LLC | 0.10% | New | 10,300 | $214K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +0.8% | 10,295 | $214K |
| Gratus Wealth Advisors, LLC | 0.03% | New | 9,708 | $201K |
| Absolute Capital Management, LLC | 0.12% | New | 9,673 | $201K |
| Addison Advisors LLC | 0.05% | Add +17.3% | 9,520 | $198K |
| Princeton Global Asset Management LLC | 0.03% | Add +9.4% | 7,270 | $151K |
| 10Elms LLP | 0.17% | Add +255.0% | 7,100 | $147K |
| Banque Cantonale Vaudoise | 0.01% | — | 6,413 | $133K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 5,884 | $122K |
| Bogart Wealth, LLC | 0.01% | No change | 5,248 | $109K |
| Trust Co | 0.01% | No change | 4,828 | $100K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -2.4% | 4,325 | $90K |
| First Horizon Advisors, Inc. | 0.00% | New | 3,918 | $81K |
| Larson Financial Group LLC | 0.00% | New | 3,385 | $70K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $52K |
| Allworth Financial LP | 0.00% | No change | 1,427 | $29K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,312 | $27K |
| Capital Analysts, LLC | 0.00% | No change | 1,320 | $27K |
| Private Trust Co. NA | 0.00% | No change | 1,290 | $27K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,274 | $26K |
| Principal Securities, Inc. | 0.00% | No change | 1,268 | $26K |
| Assetmark, Inc. | 0.00% | New | 1,233 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 1,195 | $25K |
| Hemington Wealth Management | 0.00% | No change | 1,104 | $22K |
| Byrne Asset Management LLC | 0.02% | New | 1,015 | $21K |
| United Community Bank | 0.01% | New | 965 | $20K |
| Rossby Financial, LCC | 0.01% | New | 919 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -36.9% | 788 | $16K |
| Noble Wealth Management PBC | 0.01% | No change | 450 | $9K |
| Bank of Montreal | 0.00% | New | 400 | $8K |
| 2UniFi Bank | 0.00% | New | 272 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 249 | $5K |
| BlackRock, Inc. | 0.00% | No change | 61 | $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.