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 |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -8.7% | 49,191 | $1.0M |
| Penobscot Investment Management Company, Inc. | 0.09% | Add +17.6% | 48,700 | $1.0M |
| IFP Advisors, Inc | 0.03% | Add +27.0% | 48,677 | $1.0M |
| Beacon Financial Group | 0.10% | Add +15.1% | 47,857 | $1.0M |
| Creative Planning | 0.00% | Reduce -31.9% | 47,053 | $990K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.7% | 47,295 | $988K |
| Bank of New Hampshire | 0.24% | Add +17.0% | 46,490 | $978K |
| Belpointe Asset Management LLC | 0.04% | Add +52.7% | 45,472 | $957K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.7% | 44,384 | $934K |
| Granite Harbor Advisors, Inc. | 0.42% | Add +269.2% | 42,625 | $897K |
| Farmers National Bank | 0.22% | Add +0.8% | 40,378 | $850K |
| Gradient Capital Advisors, LLC | 0.24% | No change | 39,388 | $829K |
| Flow Traders U.S. LLC | 0.03% | New | 37,684 | $793K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.5% | 35,801 | $753K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +42.8% | 33,923 | $714K |
| Captrust Financial Advisors | 0.00% | Reduce -17.8% | 33,499 | $705K |
| Jones Financial Companies LLLP | 0.00% | Add +25.9% | 33,605 | $705K |
| Baron Silver Stevens Financial Advisors, LLC | 0.11% | New | 33,186 | $698K |
| Leo Wealth, LLC | 0.05% | New | 32,649 | $687K |
| Focus Partners Wealth | 0.00% | New | 32,581 | $686K |
| Koesten, Hirschmann & Crabtree, INC. | 0.35% | Add +0.8% | 32,287 | $679K |
| Naples Global Advisors, LLC | 0.06% | No change | 31,690 | $667K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.7% | 30,566 | $643K |
| Comerica Bank | 0.00% | Reduce -0.6% | 29,618 | $623K |
| Newman Dignan & Sheerar, Inc. | 0.13% | Add +54.5% | 27,761 | $584K |
| Moneco Advisors, LLC | 0.05% | No change | 27,692 | $583K |
| Centricity Wealth Management, LLC | 0.46% | Add +3.7% | 27,260 | $574K |
| Summit Wealth Partners, LLC | 0.11% | Reduce -10.5% | 26,517 | $558K |
| Jacobi Capital Management LLC | 0.04% | Add +11.0% | 25,443 | $535K |
| Merit Financial Group, LLC | 0.01% | New | 24,908 | $524K |
| Stokes Family Office, LLC | 0.05% | No change | 24,730 | $520K |
| DecisionMap Wealth Management, LLC | 0.34% | Add +42.9% | 23,770 | $500K |
| Yoder Wealth Management, Inc. | 0.26% | No change | 23,600 | $497K |
| Laurel Wealth Advisors LLC | 0.07% | Add +118.7% | 23,400 | $492K |
| Gryphon Financial Partners LLC | 0.06% | New | 23,202 | $488K |
| Osaic Holdings, Inc. | 0.00% | Reduce -36.0% | 23,028 | $485K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 22,000 | $463K |
| Roble, Belko & Company, Inc | 0.06% | No change | 20,992 | $442K |
| American Money Management, LLC | 0.08% | New | 21,001 | $442K |
| MML Investors Services, LLC | 0.00% | Reduce -45.1% | 20,906 | $440K |
| Mutual Advisors, LLC | 0.01% | Add +0.7% | 20,881 | $437K |
| CENTRAL TRUST Co | 0.01% | Add +43.1% | 20,142 | $424K |
| Lee Financial Co | 0.06% | No change | 20,000 | $421K |
| Greater Midwest Financial Group, LLC | 0.32% | Reduce -7.1% | 19,973 | $420K |
| Fortis Capital Management LLC | 0.06% | Reduce -35.0% | 19,750 | $416K |
| Avantax Advisory Services, Inc. | 0.00% | Add +4.0% | 18,521 | $390K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -14.1% | 18,082 | $380K |
| Brookstone Capital Management | 0.01% | Reduce -7.1% | 18,007 | $379K |
| Sowell Financial Services LLC | 0.01% | New | 17,453 | $367K |
| Simon Quick Advisors, LLC | 0.02% | New | 17,387 | $366K |
| Houlihan Financial Resource Group, Ltd. | 0.14% | New | 16,550 | $347K |
| Crews Bank & Trust | 0.05% | Add +40.4% | 16,430 | $346K |
| First Interstate Bank | 0.02% | No change | 15,631 | $329K |
| StoneX Group Inc. | 0.02% | Add +1.6% | 15,567 | $328K |
| Addison Advisors LLC | 0.08% | Add +61.8% | 15,400 | $324K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 15,242 | $321K |
| Passive Capital Management, LLC. | 0.10% | No change | 15,128 | $317K |
| Kintra Wealth, LLC | 0.19% | Reduce -16.8% | 14,950 | $315K |
| Advisory Services Network, LLC | 0.01% | Add +11.9% | 15,009 | $314K |
| Lincoln Capital Corp. | 0.12% | Reduce -1.8% | 14,604 | $307K |
| Cary Street Partners Financial LLC | 0.01% | No change | 14,307 | $301K |
| Redwood Financial Network Corp | 0.20% | Add +20.4% | 14,085 | $296K |
| Meridian Wealth Management, LLC | 0.01% | Add +20.2% | 13,714 | $289K |
| RVW Wealth, LLC | 0.02% | No change | 13,680 | $288K |
| Sonata Capital Group Inc. | 0.11% | New | 13,600 | $286K |
| Provenance Wealth Advisors, LLC | 0.04% | No change | 13,092 | $275K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -5.3% | 12,805 | $269K |
| Ritholtz Wealth Management | 0.01% | Add +12.9% | 12,700 | $267K |
| Gratus Wealth Advisors, LLC | 0.04% | Add +30.8% | 12,693 | $267K |
| 10Elms LLP | 0.29% | Add +77.5% | 12,600 | $265K |
| Mgo One Seven LLC | 0.01% | Add +15.3% | 12,287 | $259K |
| MinichMacGregor Wealth Management, LLC | 0.05% | No change | 12,206 | $257K |
| Kesler, Norman & Wride, LLC | 0.04% | No change | 11,908 | $251K |
| Valmark Advisers, Inc. | 0.00% | Add +11.7% | 11,808 | $248K |
| Journey Advisory Group, LLC | 0.02% | New | 11,400 | $240K |
| Reliant Wealth Planning | 0.09% | New | 11,138 | $234K |
| Leavell Investment Management, Inc. | 0.01% | New | 10,860 | $228K |
| Nwam LLC | 0.01% | New | 10,860 | $227K |
| Truist Financial Corp. | 0.00% | New | 10,527 | $221K |
| Princeton Global Asset Management LLC | 0.04% | Add +44.3% | 10,491 | $221K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +1.2% | 10,423 | $219K |
| Brown Brothers Harriman & Co. | 0.00% | New | 10,300 | $217K |
| Scotia Capital Inc. | 0.00% | Reduce -16.0% | 10,000 | $210K |
| Atria Investments, Inc | 0.00% | New | 9,932 | $209K |
| Accretive Wealth Partners, LLC | 0.07% | New | 9,633 | $203K |
| 4J Wealth Management LLC | 0.14% | New | 9,560 | $201K |
| Trust Co | 0.02% | Add +40.0% | 6,757 | $142K |
| Banque Cantonale Vaudoise | 0.01% | No change | 6,413 | $135K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 5,949 | $125K |
| Bogart Wealth, LLC | 0.00% | No change | 5,248 | $110K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +542.8% | 5,065 | $107K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -6.2% | 4,055 | $85K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,918 | $82K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $53K |
| Larson Financial Group LLC | 0.00% | Reduce -36.1% | 2,162 | $45K |
| Allworth Financial LP | 0.00% | Add +43.9% | 2,054 | $43K |
| United Community Bank | 0.01% | Add +95.3% | 1,885 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,367 | $29K |
| Capital Analysts, LLC | 0.00% | No change | 1,320 | $28K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,312 | $28K |
| Private Trust Co. NA | 0.00% | No change | 1,290 | $27K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,274 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 1,233 | $26K |
| Ancora Advisors LLC | 0.00% | No change | 1,195 | $25K |
| Hemington Wealth Management | 0.00% | No change | 1,104 | $23K |
| Principal Securities, Inc. | 0.00% | Reduce -15.4% | 1,073 | $23K |
| Pacifica Partners Inc. | 0.01% | New | 989 | $21K |
| Rossby Financial, LCC | 0.01% | No change | 919 | $19K |
| 2UniFi Bank | 0.00% | No change | 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.