iShares Ibonds Dec 2031IBDWETF
13F holders, Q3 2025 (September 30)232holders +21
32new positions
9sold out
1famous investor
$21.22avg. 13F price*
At the end of Q3 2025, 232 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 21 from Q2 2025. 32 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($146.1M), Morgan Stanley ($85.6M) and Bank of America Corp. ($77.3M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $142.4M |
| Exits | 9 | $41.7M |
All 13F filers, Q2 2025 → Q3 2025: 13,941,664 shares bought and 2,400,190 shares sold, net +11,541,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| Aptus Capital Advisors, LLC | 1.33% | Add +8.2% | 6,883,950 | $146.1M |
| Morgan Stanley | 0.01% | Add +36.8% | 4,032,653 | $85.6M |
| Bank of America Corp. | 0.01% | Add +29.7% | 3,640,727 | $77.3M |
| Capital Investment Advisors, LLC | 1.19% | Add +8.7% | 3,405,101 | $72.3M |
| Capital Advisors Inc. | 1.06% | New | 2,991,693 | $63.5M |
| Venture Visionary Partners LLC | 1.80% | Add +3.4% | 2,466,330 | $52.3M |
| Sarver Vrooman Wealth Advisors | 29.73% | Add +1.4% | 2,179,772 | $46.3M |
| Wells Fargo & Company | 0.01% | Add +12.3% | 2,099,734 | $44.6M |
| Ameriprise Financial Inc. | 0.01% | Add +32.7% | 2,076,772 | $44.1M |
| Raymond James Financial Inc. | 0.01% | Add +50.1% | 1,888,730 | $40.1M |
| Summit Financial, LLC | 0.56% | New | 1,739,411 | $36.9M |
| Sigma Investment Counselors Inc. | 1.86% | Add +4.4% | 1,690,613 | $35.9M |
| Advisors Capital Management, LLC | 0.42% | Add +8.2% | 1,573,421 | $33.4M |
| Summitry LLC | 1.36% | Add +1.2% | 1,513,532 | $32.1M |
| UBS Group AG | 0.01% | Add +14.4% | 1,427,942 | $30.3M |
| Klingman & Associates, LLC | 1.52% | Add +8.3% | 1,419,923 | $30.1M |
| Royal Bank of Canada | 0.00% | Add +12.4% | 1,308,174 | $27.8M |
| NewEdge Advisors, LLC | 0.11% | Add +30.1% | 1,136,720 | $24.1M |
| Sound View Wealth Advisors Group, LLC | 1.39% | Add +7.8% | 954,062 | $20.2M |
| Vishria Bird Financial Group, LLC | 3.80% | New | 912,481 | $19.4M |
| HighTower Advisors, LLC | 0.02% | Add +3.5% | 870,254 | $18.5M |
| Envision Financial Planning, LLC | 7.61% | Add +16.9% | 845,902 | $18.0M |
| US Bancorp \de | 0.02% | Reduce -1.0% | 801,081 | $17.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +15.1% | 799,964 | $17.0M |
| MV Capital Management, Inc. | 1.53% | Add +6.9% | 752,252 | $16.0M |
| Lido Advisors, LLC | 0.06% | Add +0.1% | 700,047 | $14.9M |
| Arrow Financial Corp | 1.47% | Reduce -2.5% | 675,702 | $14.3M |
| Mb, Levis & Associates, LLC | 5.88% | Add +0.3% | 640,408 | $13.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.5% | 619,809 | $13.2M |
| Woodmont Investment Counsel LLC | 0.85% | New | 605,186 | $12.8M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -6.3% | 548,085 | $11.6M |
| LPL Financial LLC | 0.00% | Add +17.3% | 509,755 | $10.8M |
| Ironwood Financial, llc | 1.86% | Add +199.6% | 493,528 | $10.5M |
| Probity Advisors, Inc. | 1.46% | Add +15.1% | 425,810 | $9.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.1% | 417,673 | $8.9M |
| Commonwealth Financial Services, LLC | 1.50% | Add +1.9% | 412,716 | $8.8M |
| Snowden Capital Advisors LLC | 0.21% | Add +1.2% | 359,233 | $7.6M |
| Guidance Point Advisors, LLC | 1.81% | Add +3.3% | 342,874 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.7% | 322,053 | $6.8M |
| Moseley Investment Management Inc. | 2.06% | Add +30.0% | 319,446 | $6.8M |
| JPMorgan Chase & Co. | 0.00% | Add +122.3% | 319,029 | $6.8M |
| Howland Capital Management LLC | 0.26% | Add +4.3% | 316,231 | $6.7M |
| Atlantic Union Bankshares Corp | 0.11% | Add +2.2% | 287,383 | $6.1M |
| Lyell Wealth Management, LP | 0.45% | Add +13.1% | 286,096 | $6.1M |
| Hancock Whitney Corp. | 0.11% | Add +7.2% | 273,683 | $5.8M |
| Parallel Advisors, LLC | 0.10% | Add +5.2% | 268,716 | $5.7M |
| Cheviot Value Management, LLC | 0.60% | Add +8.1% | 263,245 | $5.6M |
| Seascape Capital Management | 1.59% | Reduce -1.5% | 260,724 | $5.5M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.1% | 257,298 | $5.5M |
| Krilogy Financial LLC | 0.20% | Add +11.9% | 257,290 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +46.4% | 247,578 | $5.3M |
| Glenview Trust Co | 0.08% | Add +22.2% | 243,276 | $5.2M |
| First National Trust Co | 0.18% | Add +17.6% | 242,426 | $5.1M |
| 4Thought Financial Group Inc. | 2.51% | Add +0.3% | 233,956 | $5.0M |
| Benjamin Edwards Inc. | 0.05% | Add +4.5% | 227,368 | $4.8M |
| Praetorian Wealth Management, Inc. | 0.99% | Add +7.5% | 227,351 | $4.8M |
| Keeler Thomas Management LLC | 2.19% | Add +1.3% | 224,986 | $4.8M |
| Wilkins Miller Wealth Management, LLC | 2.87% | Add +4.5% | 218,061 | $4.6M |
| Signature Wealth Management Group | 1.75% | Add +1.1% | 212,241 | $4.5M |
| Peloton Wealth Strategists | 1.72% | Add +1.0% | 201,350 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +7.8% | 199,252 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -34.5% | 187,615 | $4.0M |
| Cowa, LLC | 1.37% | Add +34.7% | 182,047 | $3.9M |
| Clearstead Advisors, LLC | 0.05% | Add +16.2% | 163,977 | $3.5M |
| Neuberger Berman Group LLC | 0.00% | Add +13.8% | 163,605 | $3.5M |
| Precedent Wealth Partners, LLC | 0.72% | Add +3.9% | 153,880 | $3.3M |
| MCF Advisors LLC | 0.20% | Add +1.1% | 150,295 | $3.2M |
| Cwm, LLC | 0.01% | Add +7.8% | 139,329 | $3.0M |
| Adirondack Trust Co. | 0.96% | Add +11.2% | 134,583 | $2.9M |
| Cetera Investment Advisers | 0.00% | Add +20.2% | 132,059 | $2.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +3.4% | 131,838 | $2.8M |
| Osaic Holdings, Inc. | 0.00% | Add +470.6% | 131,401 | $2.8M |
| Marathon Mission, Inc. | 1.62% | Add +0.1% | 128,323 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +5.7% | 115,786 | $2.5M |
| Archford Capital Strategies, LLC | 0.28% | Add +4.1% | 111,309 | $2.4M |
| Wrapmanager Inc. | 0.72% | Reduce -33.2% | 110,908 | $2.4M |
| Quantum Financial Advisors, LLC | 0.28% | Add +13.3% | 109,638 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +25.9% | 108,652 | $2.3M |
| Stonebrook Private Inc. | 0.49% | Add +1.3% | 107,154 | $2.3M |
| Wealthstar Advisors, LLC | 0.88% | New | 105,078 | $2.2M |
| Fulton Breakefield Broenniman LLC | 0.14% | Add +7.8% | 103,268 | $2.2M |
| Rossmore Private Capital | 0.22% | Add +14.4% | 96,239 | $2.0M |
| Segment Wealth Management, LLC | 0.12% | Add +4.3% | 90,615 | $1.9M |
| Mariner, LLC | 0.00% | Add +6.9% | 88,258 | $1.9M |
| LBMC Investment Advisors, LLC | 0.11% | Add +0.1% | 81,785 | $1.7M |
| Drive Wealth Management, LLC | 0.37% | Reduce -0.1% | 81,683 | $1.7M |
| REDW Wealth LLC | 0.64% | Reduce -0.0% | 80,228 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.2% | 78,277 | $1.7M |
| Chesley Taft & Associates LLC | 0.07% | Add +16.5% | 75,700 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -3.7% | 73,782 | $1.6M |
| Paradigm, Strategies in Wealth Management, LLC | 0.95% | Add +4.9% | 70,006 | $1.5M |
| Beaumont Asset Management, L.L.C. | 0.75% | Add +15.4% | 69,941 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +38.6% | 69,301 | $1.5M |
| Camelot Portfolios, LLC | 0.87% | Reduce -6.0% | 68,754 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +25.7% | 66,661 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +36.2% | 64,428 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Add +0.7% | 63,614 | $1.3M |
| Beacon Financial Group | 0.13% | Add +32.6% | 63,462 | $1.3M |
| Associated Banc-Corp | 0.03% | Add +13.4% | 61,735 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +71.8% | 57,747 | $1.2M |
"% 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.