iShares Ibonds Dec 2031IBDWETF
13F holders, Q2 2025 (June 30)211holders +15
29new positions
7sold out
1famous investor
$21.09avg. 13F price*
At the end of Q2 2025, 211 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 15 from Q1 2025. 29 opened new positions and 7 sold out. The largest holders were Aptus Capital Advisors, LLC ($133.8M), Capital Investment Advisors, LLC ($69.0M) and Morgan Stanley ($62.0M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $36.6M |
| Exits | 7 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 5,627,960 shares bought and 1,183,508 shares sold, net +4,444,452 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Aptus Capital Advisors, LLC | 1.32% | Add +6.4% | 6,360,248 | $133.8M |
| Capital Investment Advisors, LLC | 1.22% | Add +10.7% | 3,132,531 | $69.0M |
| Morgan Stanley | 0.00% | Add +10.9% | 2,947,392 | $62.0M |
| Bank of America Corp. | 0.00% | Add +3.9% | 2,806,470 | $59.0M |
| Venture Visionary Partners LLC | 1.89% | Add +6.6% | 2,385,806 | $50.2M |
| Sarver Vrooman Wealth Advisors | 30.07% | Add +1.0% | 2,150,445 | $45.2M |
| Wells Fargo & Company | 0.01% | Reduce -0.3% | 1,870,031 | $39.3M |
| Sigma Investment Counselors Inc. | 1.88% | Add +2.9% | 1,619,642 | $34.1M |
| Ameriprise Financial Inc. | 0.01% | Add +20.0% | 1,565,212 | $32.8M |
| Summitry LLC | 1.43% | Add +3.8% | 1,495,548 | $31.5M |
| Advisors Capital Management, LLC | 0.43% | Add +9.5% | 1,454,740 | $30.6M |
| Klingman & Associates, LLC | 1.52% | Add +2.3% | 1,311,440 | $27.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -32.6% | 1,258,604 | $26.5M |
| UBS Group AG | 0.01% | Reduce -3.5% | 1,247,720 | $26.3M |
| Royal Bank of Canada | 0.00% | Add +10.0% | 1,163,678 | $24.5M |
| Frisch Financial Group, Inc. | 4.64% | Add +13.8% | 901,284 | $19.0M |
| Sound View Wealth Advisors Group, LLC | 1.38% | Add +14.9% | 885,244 | $18.6M |
| NewEdge Advisors, LLC | 0.09% | Reduce -7.6% | 874,010 | $18.4M |
| HighTower Advisors, LLC | 0.02% | Add +28.0% | 841,259 | $17.7M |
| US Bancorp \de | 0.02% | Add +15.6% | 809,165 | $17.0M |
| Envision Financial Planning, LLC | 7.12% | Add +3.7% | 723,823 | $15.2M |
| MV Capital Management, Inc. | 1.52% | Reduce -0.1% | 703,640 | $14.8M |
| Lido Advisors, LLC | 0.08% | Reduce -1.6% | 698,994 | $14.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.6% | 694,818 | $14.6M |
| Arrow Financial Corp | 1.54% | Reduce -0.9% | 693,211 | $14.6M |
| EP Wealth Advisors, LLC | 0.10% | New | 688,345 | $14.5M |
| Mb, Levis & Associates, LLC | 5.90% | Add +1.6% | 638,727 | $13.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.7% | 617,037 | $13.0M |
| Motley Fool Wealth Management, LLC | 0.74% | Reduce -9.6% | 584,669 | $12.3M |
| PFG Private Wealth Management, LLC | 5.58% | Add +2.4% | 515,066 | $10.8M |
| Confluence Investment Management LLC | 0.14% | Reduce -0.6% | 487,502 | $10.3M |
| LPL Financial LLC | 0.00% | Add +15.5% | 434,488 | $9.1M |
| Commonwealth Financial Services, LLC | 1.64% | Reduce -2.2% | 405,181 | $8.5M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.4% | 386,395 | $8.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.6% | 373,120 | $7.9M |
| Probity Advisors, Inc. | 1.37% | Add +26.2% | 369,980 | $7.8M |
| Snowden Capital Advisors LLC | 0.22% | Add +0.2% | 354,958 | $7.5M |
| Guidance Point Advisors, LLC | 1.86% | Add +0.8% | 332,049 | $7.0M |
| Howland Capital Management LLC | 0.26% | Add +25.4% | 303,344 | $6.4M |
| Citadel Advisors | 0.01% | Add +1611.7% | 286,371 | $6.0M |
| Atlantic Union Bankshares Corp | 0.14% | New | 281,089 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +14.4% | 265,480 | $5.6M |
| Seascape Capital Management | 1.76% | Add +10.5% | 264,599 | $5.6M |
| Parallel Advisors, LLC | 0.11% | Add +7.7% | 255,333 | $5.4M |
| Hancock Whitney Corp. | 0.10% | New | 255,257 | $5.4M |
| Lyell Wealth Management, LP | 0.42% | Add +3.7% | 253,000 | $5.3M |
| Moseley Investment Management Inc. | 1.78% | Add +17.3% | 245,655 | $5.2M |
| Cheviot Value Management, LLC | 0.59% | Add +5.0% | 243,484 | $5.1M |
| 4Thought Financial Group Inc. | 2.61% | Reduce -6.7% | 233,230 | $4.9M |
| Krilogy Financial LLC | 0.28% | Add +1.9% | 229,915 | $4.8M |
| Keeler Thomas Management LLC | 2.01% | Reduce -1.8% | 222,116 | $4.7M |
| Benjamin Edwards Inc. | 0.06% | Add +6.0% | 217,558 | $4.6M |
| Praetorian Wealth Management, Inc. | 1.02% | Add +42.3% | 211,570 | $4.5M |
| Signature Wealth Management Group | 1.74% | Add +1.8% | 209,991 | $4.4M |
| Wilkins Miller Wealth Management, LLC | 2.99% | Reduce -5.3% | 208,691 | $4.4M |
| First National Trust Co | 0.16% | Add +16.6% | 206,178 | $4.3M |
| Peloton Wealth Strategists | 1.72% | No change | 199,350 | $4.2M |
| Glenview Trust Co | 0.07% | Add +19.1% | 199,136 | $4.2M |
| Stifel Financial Corp. | 0.00% | Add +310.8% | 184,764 | $3.9M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.6% | 169,110 | $3.6M |
| Wrapmanager Inc. | 0.85% | Add +1.1% | 166,029 | $3.5M |
| Ironwood Financial, llc | 0.73% | No change | 164,739 | $3.4M |
| MCF Advisors LLC | 0.21% | Add +2.8% | 148,706 | $3.1M |
| Precedent Wealth Partners, LLC | 0.76% | Add +11.3% | 148,060 | $3.1M |
| Neuberger Berman Group LLC | 0.00% | Add +1.6% | 143,708 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +47.6% | 143,481 | $3.0M |
| Clearstead Advisors, LLC | 0.04% | Add +6.5% | 141,166 | $3.0M |
| Cowa, LLC | 1.08% | Add +52.8% | 135,128 | $2.8M |
| Cwm, LLC | 0.01% | Add +3.5% | 129,209 | $2.7M |
| Marathon Mission, Inc. | 1.71% | Add +1.7% | 128,160 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +0.2% | 127,537 | $2.7M |
| Adirondack Trust Co. | 0.92% | Add +8.6% | 120,993 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +16.3% | 109,874 | $2.3M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -6.2% | 109,540 | $2.3M |
| Archford Capital Strategies, LLC | 0.29% | Reduce -4.5% | 106,932 | $2.2M |
| Stonebrook Private Inc. | 0.52% | Add +2.5% | 105,834 | $2.2M |
| Quantum Financial Advisors, LLC | 0.28% | Add +4.3% | 96,774 | $2.0M |
| Fulton Breakefield Broenniman LLC | 0.14% | Add +186.2% | 95,815 | $2.0M |
| STAR Financial Bank | 1.20% | Add +14.1% | 89,895 | $1.9M |
| Segment Wealth Management, LLC | 0.12% | Add +7.0% | 86,845 | $1.8M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -17.0% | 86,286 | $1.8M |
| Rossmore Private Capital | 0.21% | Add +639.8% | 84,093 | $1.8M |
| Mariner, LLC | 0.00% | Add +2.2% | 82,540 | $1.7M |
| Drive Wealth Management, LLC | 0.38% | Reduce -1.7% | 81,800 | $1.7M |
| LBMC Investment Advisors, LLC | 0.12% | New | 81,724 | $1.7M |
| REDW Wealth LLC | 0.67% | Reduce -0.0% | 80,242 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.5% | 78,432 | $1.7M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.3% | 76,603 | $1.6M |
| Camelot Portfolios, LLC | 0.92% | Reduce -6.1% | 73,171 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.92% | Reduce -2.2% | 66,727 | $1.4M |
| Chesley Taft & Associates LLC | 0.06% | Add +21.9% | 65,000 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.20% | Add +2.1% | 63,192 | $1.3M |
| Beaumont Asset Management, L.L.C. | 0.68% | Add +6.0% | 60,626 | $1.3M |
| CGN Advisors LLC | 0.11% | Reduce -64.8% | 56,832 | $1.2M |
| Little House Capital LLC | 0.29% | Add +0.3% | 54,654 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +23.0% | 54,421 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | — | 53,022 | $1.1M |
| NovaPoint Capital, LLC | 0.34% | Add +1.0% | 52,470 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 49,989 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.24% | Add +7.5% | 49,719 | $1.0M |
"% 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.