iShares Ibonds Dec 2031IBDWETF
13F holders, Q4 2025 (December 31)260holders +28
28new positions
12sold out
1famous investor
$21.15avg. 13F price*
At the end of Q4 2025, 260 institutions reported holding iShares Ibonds Dec 2031 Corp. (IBDW) in their 13F filings, up 28 from Q3 2025. 28 opened new positions and 12 sold out. The largest holders were Aptus Capital Advisors, LLC ($153.6M), Morgan Stanley ($98.9M) and Bank of America Corp. ($88.5M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $40.3M |
| Exits | 12 | $7.1M |
All 13F filers, Q3 2025 → Q4 2025: 12,553,350 shares bought and 1,277,302 shares sold, net +11,276,048 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 260 holders
| Aptus Capital Advisors, LLC | 1.30% | Add +5.5% | 7,260,585 | $153.6M |
| Morgan Stanley | 0.01% | Add +16.0% | 4,676,640 | $98.9M |
| Bank of America Corp. | 0.01% | Add +14.9% | 4,182,426 | $88.5M |
| Capital Investment Advisors, LLC | 1.18% | Add +7.1% | 3,647,613 | $77.1M |
| Capital Advisors Inc. | 1.05% | Add +3.3% | 3,089,595 | $65.3M |
| Venture Visionary Partners LLC | 1.84% | Add +7.1% | 2,640,751 | $56.3M |
| Raymond James Financial Inc. | 0.02% | Add +34.5% | 2,541,030 | $53.7M |
| Wells Fargo & Company | 0.01% | Add +8.8% | 2,283,858 | $48.3M |
| Ameriprise Financial Inc. | 0.01% | Add +6.8% | 2,218,379 | $46.8M |
| Sarver Vrooman Wealth Advisors | 29.38% | Add +0.3% | 2,185,522 | $46.2M |
| Royal Bank of Canada | 0.01% | Add +49.0% | 1,949,023 | $41.2M |
| Mercer Global Advisors Inc. | 0.06% | Add +1686.5% | 1,941,124 | $41.1M |
| Summit Financial, LLC | 0.57% | Add +5.0% | 1,826,496 | $38.6M |
| Sigma Investment Counselors Inc. | 1.88% | Add +3.7% | 1,753,685 | $37.1M |
| UBS Group AG | 0.01% | Add +16.6% | 1,665,198 | $35.2M |
| Advisors Capital Management, LLC | 0.42% | Add +5.8% | 1,664,118 | $35.2M |
| Klingman & Associates, LLC | 1.61% | Add +11.3% | 1,580,348 | $33.4M |
| Summitry LLC | 1.37% | Add +2.4% | 1,549,157 | $32.8M |
| HighTower Advisors, LLC | 0.03% | Add +39.2% | 1,211,230 | $25.6M |
| NewEdge Advisors, LLC | 0.09% | Add +5.2% | 1,195,846 | $25.3M |
| Sound View Wealth Advisors Group, LLC | 1.59% | Add +17.3% | 1,119,214 | $23.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +6.7% | 853,136 | $18.0M |
| US Bancorp \de | 0.02% | Add +6.0% | 848,823 | $18.0M |
| Woodmont Investment Counsel LLC | 1.08% | Add +34.5% | 813,979 | $17.2M |
| MV Capital Management, Inc. | 1.59% | Add +3.9% | 781,212 | $16.5M |
| EP Wealth Advisors, LLC | 0.08% | — | 746,146 | $15.8M |
| Lido Advisors, LLC | 0.06% | Add +1.7% | 712,060 | $15.1M |
| Arrow Financial Corp | 1.48% | Add +4.2% | 703,778 | $14.9M |
| Mb, Levis & Associates, LLC | 5.79% | Add +1.6% | 650,494 | $13.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.3% | 621,344 | $13.1M |
| Envision Financial Planning, LLC | 4.89% | Reduce -27.7% | 611,456 | $12.9M |
| Mariner, LLC | 0.02% | Add +586.5% | 605,938 | $12.8M |
| PFG Private Wealth Management, LLC | 5.55% | New | 599,772 | $12.7M |
| LPL Financial LLC | 0.00% | Add +17.5% | 599,033 | $12.7M |
| Ironwood Financial, llc | 1.96% | Add +10.5% | 545,326 | $11.5M |
| Motley Fool Wealth Management, LLC | 0.79% | Reduce -11.9% | 482,724 | $10.2M |
| Probity Advisors, Inc. | 1.61% | Add +11.9% | 476,552 | $10.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +6.8% | 446,278 | $9.4M |
| Parkway Wealth Management Group, LLC | 1.24% | — | 437,705 | $9.3M |
| Commonwealth Financial Services, LLC | 1.49% | Add +3.4% | 426,879 | $9.0M |
| Guidance Point Advisors, LLC | 2.05% | Add +18.9% | 407,781 | $8.6M |
| Truist Financial Corp. | 0.01% | Add +3648.6% | 404,394 | $8.6M |
| Howland Capital Management LLC | 0.32% | Add +27.5% | 403,267 | $8.5M |
| Atlantic Union Bankshares Corp | 0.15% | Add +34.8% | 387,461 | $8.2M |
| Snowden Capital Advisors LLC | 0.20% | Add +2.5% | 368,170 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.2% | 332,282 | $7.0M |
| Lyell Wealth Management, LP | 0.51% | Add +16.1% | 332,277 | $7.0M |
| Moseley Investment Management Inc. | 2.17% | Add +3.8% | 331,601 | $7.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +25.4% | 322,613 | $6.8M |
| First National Trust Co | 0.23% | Add +32.8% | 321,951 | $6.8M |
| Glenview Trust Co | 0.10% | Add +24.3% | 302,427 | $6.4M |
| Cowa, LLC | 1.88% | Add +71.2% | 311,649 | $6.2M |
| Parallel Advisors, LLC | 0.11% | Add +6.8% | 286,923 | $6.1M |
| Cheviot Value Management, LLC | 0.58% | Add +6.5% | 280,289 | $5.9M |
| Hancock Whitney Corp. | 0.10% | Add +0.4% | 274,748 | $5.8M |
| Praetorian Wealth Management, Inc. | 1.13% | Add +18.3% | 269,037 | $5.7M |
| Krilogy Financial LLC | 0.19% | Add +2.6% | 264,091 | $5.6M |
| Peloton Wealth Strategists | 2.08% | Add +22.4% | 246,350 | $5.2M |
| 4Thought Financial Group Inc. | 2.57% | Add +4.9% | 245,470 | $5.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.32% | New | 236,761 | $5.0M |
| Stifel Financial Corp. | 0.00% | Add +18.0% | 235,169 | $5.0M |
| Keeler Thomas Management LLC | 2.27% | Reduce -0.1% | 224,777 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +69.6% | 222,799 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -32.6% | 217,097 | $4.6M |
| Wilkins Miller Wealth Management, LLC | 2.73% | Reduce -0.8% | 216,372 | $4.6M |
| Benjamin Edwards Inc. | 0.05% | Reduce -7.1% | 211,196 | $4.5M |
| Signature Wealth Management Group | 1.82% | Reduce -0.5% | 211,111 | $4.5M |
| OneDigital Investment Advisors LLC | 0.04% | New | 211,111 | $4.5M |
| Winthrop Partners - WNY, LLC | 2.31% | — | 203,249 | $4.3M |
| Beaumont Asset Management, L.L.C. | 2.14% | Add +189.0% | 202,120 | $4.3M |
| Clearstead Advisors, LLC | 0.05% | Add +13.6% | 186,202 | $3.9M |
| Cwm, LLC | 0.01% | Add +22.1% | 170,077 | $3.6M |
| Neuberger Berman Group LLC | 0.00% | Add +0.4% | 164,290 | $3.5M |
| Precedent Wealth Partners, LLC | 0.73% | Add +6.3% | 163,647 | $3.5M |
| Whalen Wealth Management Inc. | 1.83% | New | 161,499 | $3.4M |
| Adirondack Trust Co. | 1.08% | Add +15.4% | 155,301 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | New | 153,111 | $3.2M |
| MCF Advisors LLC | 0.18% | Add +1.4% | 152,429 | $3.2M |
| Houlihan Financial Resource Group, Ltd. | 1.25% | Add +611.9% | 152,175 | $3.2M |
| Rossmore Private Capital | 0.28% | Add +54.9% | 149,058 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +6.1% | 140,129 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.2% | 132,108 | $2.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +10.9% | 128,419 | $2.7M |
| Marathon Mission, Inc. | 1.56% | Reduce -0.5% | 127,639 | $2.7M |
| IFP Advisors, Inc | 0.06% | Add +185.4% | 122,486 | $2.6M |
| CENTRAL TRUST Co | 0.05% | Add +399.7% | 121,016 | $2.6M |
| Quantum Financial Advisors, LLC | 0.27% | Add +5.4% | 115,552 | $2.4M |
| Archford Capital Strategies, LLC | 0.27% | Add +0.0% | 111,344 | $2.4M |
| Stonebrook Private Inc. | 0.49% | Add +3.5% | 110,859 | $2.3M |
| Wealthstar Advisors, LLC | 1.26% | Add +4.2% | 109,499 | $2.3M |
| Fulton Breakefield Broenniman LLC | 0.14% | Add +5.2% | 108,629 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -43.6% | 105,796 | $2.2M |
| Atria Investments, Inc | 0.03% | Add +924.5% | 105,593 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +460.3% | 98,140 | $2.1M |
| Segment Wealth Management, LLC | 0.11% | Add +1.1% | 91,635 | $1.9M |
| Wrapmanager Inc. | 0.65% | Reduce -18.3% | 90,604 | $1.9M |
| Hamel Associates, Inc. | 0.54% | New | 84,955 | $1.8M |
| United Capital Financial Advisors, LLC | 0.01% | Add +7.3% | 83,979 | $1.8M |
| LBMC Investment Advisors, LLC | 0.11% | Add +0.1% | 81,867 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +41.1% | 81,474 | $1.7M |
| Chesley Taft & Associates LLC | 0.07% | Add +5.3% | 79,700 | $1.7M |
| Beese Fulmer Investment Management, Inc. | 0.11% | New | 79,686 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Add +104.9% | 79,243 | $1.7M |
| REDW Wealth LLC | 0.64% | Reduce -1.6% | 78,939 | $1.7M |
| Associated Banc-Corp | 0.04% | Add +26.9% | 78,348 | $1.7M |
| Drive Wealth Management, LLC | 0.31% | Reduce -8.5% | 74,733 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | No change | 73,782 | $1.6M |
| Meridian Wealth Management, LLC | 0.05% | Add +370.5% | 72,058 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +11.5% | 71,817 | $1.5M |
| Beacon Financial Group | 0.15% | Add +12.3% | 71,239 | $1.5M |
| Global Retirement Partners, LLC | 0.03% | Add +5.7% | 70,466 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.20% | Add +8.5% | 69,030 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +77.2% | 67,950 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.4% | 67,646 | $1.4M |
| NovaPoint Capital, LLC | 0.35% | Add +11.9% | 64,305 | $1.4M |
| Freestone Capital Holdings, LLC | 0.04% | Add +19.1% | 63,185 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.87% | Reduce -10.6% | 62,609 | $1.3M |
| Laurel Wealth Advisors LLC | 0.17% | Add +71.0% | 62,505 | $1.3M |
| Penobscot Investment Management Company, Inc. | 0.10% | Add +11.0% | 60,765 | $1.3M |
| Camelot Portfolios, LLC | 0.77% | Reduce -14.3% | 58,941 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | New | 56,938 | $1.2M |
| Bank of New Hampshire | 0.26% | Add +4.5% | 53,990 | $1.1M |
| Walleye Partners, LLC | 1.27% | — | 53,940 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.24% | Add +4.9% | 52,736 | $1.1M |
| Naples Global Advisors, LLC | 0.08% | Add +17.6% | 52,295 | $1.1M |
| Breachway Investments LLC | 1.16% | — | 52,015 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -5.1% | 51,953 | $1.1M |
| Little House Capital LLC | 0.27% | Reduce -8.5% | 50,967 | $1.1M |
| Newman Dignan & Sheerar, Inc. | 0.21% | Add +16.9% | 47,908 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.2% | 47,247 | $999K |
| Montecito Bank & Trust | 0.16% | Add +43.6% | 47,104 | $996K |
| Gilbert & Cook, Inc. | 0.12% | New | 46,743 | $989K |
| Creative Planning | 0.00% | Reduce -0.8% | 46,643 | $987K |
| Romano Brothers and Company | 0.11% | Add +189.8% | 45,525 | $963K |
| Leo Wealth, LLC | 0.07% | Add +0.2% | 44,735 | $946K |
| Captrust Financial Advisors | 0.00% | Add +15.0% | 44,604 | $943K |
| Bullock Wealth Management Group | 0.46% | — | 44,320 | $937K |
| Farmers National Bank | 0.21% | Add +1.7% | 44,065 | $932K |
| Integrated Wealth Concepts LLC | 0.01% | Add +32.4% | 42,022 | $889K |
| Members Wealth LLC | 0.56% | Add +23.0% | 41,879 | $887K |
| Resonant Capital Advisors, LLC | 0.05% | Add +25.4% | 41,023 | $868K |
| Gradient Capital Advisors, LLC | 0.22% | Add +3.6% | 40,801 | $863K |
| Sonata Capital Group Inc. | 0.30% | Add +31.2% | 39,068 | $826K |
| Sowell Financial Services LLC | 0.03% | Add +95.3% | 38,629 | $817K |
| FourThought Financial Partners, LLC | 0.07% | Add +136.7% | 37,861 | $801K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 36,285 | $767K |
| Jefferson Bridge Capital, LLC | 0.74% | — | 34,781 | $736K |
| Jacobi Capital Management LLC | 0.04% | Add +15.0% | 34,711 | $734K |
| Merit Financial Group, LLC | 0.01% | Add +21.4% | 34,425 | $728K |
| Baron Silver Stevens Financial Advisors, LLC | 0.10% | No change | 33,186 | $702K |
| Koesten, Hirschmann & Crabtree, INC. | 0.34% | Add +0.8% | 32,777 | $693K |
| Yoder Wealth Management, Inc. | 0.32% | Add +38.6% | 32,715 | $692K |
| Focus Partners Wealth | 0.00% | No change | 32,581 | $689K |
| Moneco Advisors, LLC | 0.05% | Add +17.4% | 32,501 | $687K |
| Composition Wealth, LLC | 0.01% | Add +12.9% | 30,782 | $651K |
| Comerica Bank | 0.00% | Add +1.8% | 30,495 | $645K |
| CGN Advisors LLC | 0.05% | Reduce -7.4% | 30,382 | $643K |
| DecisionMap Wealth Management, LLC | 0.40% | Add +17.2% | 30,372 | $642K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +40.7% | 30,036 | $635K |
| LifePlan Financial, LLC | 0.48% | New | 29,738 | $629K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +57.8% | 29,344 | $621K |
| Evexia Wealth LLC | 0.17% | New | 29,178 | $619K |
| Nestegg Advisors, Inc. | 0.48% | Add +1.5% | 26,777 | $566K |
| Summit Wealth Partners, LLC | 0.10% | No change | 26,517 | $561K |
| Cfo Capital Management LLC | 0.42% | — | 26,372 | $558K |
| Crews Bank & Trust | 0.08% | Add +47.7% | 25,990 | $550K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 25,000 | $529K |
| Stokes Family Office, LLC | 0.05% | No change | 24,730 | $523K |
| Spinnaker Trust | 0.03% | Add +54.9% | 24,674 | $522K |
| StoneX Group Inc. | 0.02% | Add +34.1% | 24,225 | $512K |
| RVW Wealth, LLC | 0.04% | Add +66.5% | 23,682 | $501K |
| Sax Wealth Advisors, LLC | 0.02% | Add +14.0% | 23,357 | $494K |
| Twin Cities Retirement Group LLC | 0.47% | — | 22,881 | $484K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 22,681 | $480K |
| Gryphon Financial Partners LLC | 0.05% | Reduce -0.3% | 22,658 | $479K |
| 4J Wealth Management LLC | 0.27% | Add +132.8% | 22,260 | $471K |
| 10Elms LLP | 0.49% | Add +8.8% | 22,200 | $470K |
| Redwood Financial Network Corp | 0.29% | Add +13.7% | 21,461 | $454K |
| American Money Management, LLC | 0.07% | No change | 21,001 | $444K |
| Roble, Belko & Company, Inc | 0.06% | No change | 20,992 | $444K |
| Clearstead Trust, LLC | 0.07% | New | 20,420 | $432K |
| Ellis Investment Partners, LLC | 0.07% | New | 20,261 | $429K |
| Advisory Services Network, LLC | 0.01% | Add +28.9% | 20,081 | $425K |
| Lee Financial Co | 0.06% | No change | 20,000 | $423K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 19,996 | $423K |
| Greater Midwest Financial Group, LLC | 0.23% | Reduce -0.7% | 19,711 | $417K |
| Leavell Investment Management, Inc. | 0.02% | Add +10.7% | 19,615 | $415K |
| Sterling Investment Advisors, Ltd. | 0.08% | Add +25.2% | 19,385 | $410K |
| XML Financial, LLC | 0.03% | Add +55.0% | 19,142 | $405K |
| Godshalk Welsh Capital Management, Inc. | 0.23% | New | 19,050 | $403K |
| Fortis Capital Management LLC | 0.05% | Reduce -5.8% | 18,796 | $398K |
| Kovack Advisors, Inc. | 0.02% | New | 18,698 | $395K |
| Brookstone Capital Management | 0.00% | Add +4.6% | 17,994 | $381K |
| Farther Finance Advisors, LLC | 0.00% | Add +7.1% | 17,923 | $379K |
| Simon Quick Advisors, LLC | 0.02% | No change | 17,387 | $368K |
| Madrid Wealth Management, LLC | 0.28% | — | 16,368 | $346K |
| Passive Capital Management, LLC. | 0.10% | Add +3.9% | 15,719 | $332K |
| First Interstate Bank | 0.02% | No change | 15,631 | $331K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 15,497 | $328K |
| Addison Advisors LLC | 0.07% | No change | 15,400 | $326K |
| Kintra Wealth, LLC | 0.04% | No change | 14,950 | $316K |
| Great Diamond Partners, LLC | 0.06% | New | 14,457 | $306K |
| Foundation Wealth Management, LLC | 0.21% | New | 14,285 | $302K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.8% | 14,073 | $298K |
| Reliant Wealth Planning | 0.09% | Add +21.2% | 13,497 | $285K |
| Gilbert Capital Group, Inc. | 0.20% | Add +9.5% | 12,831 | $271K |
| Gratus Wealth Advisors, LLC | 0.04% | No change | 12,693 | $268K |
| Accretive Wealth Partners, LLC | 0.08% | No change | 12,265 | $259K |
| MinichMacGregor Wealth Management, LLC | 0.05% | No change | 12,206 | $258K |
| Hyposwiss Advisors SA | 0.25% | — | 12,095 | $256K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.2% | 11,928 | $253K |
| Kesler, Norman & Wride, LLC | 0.04% | No change | 11,908 | $252K |
| Lincoln Capital Corp. | 0.09% | Reduce -12.3% | 11,863 | $251K |
| Journey Advisory Group, LLC | 0.02% | New | 11,800 | $250K |
| Johnson Bixby & Associates, LLC | 0.03% | Add +11.2% | 11,725 | $248K |
| Granite Harbor Advisors, Inc. | 0.10% | Reduce -72.9% | 11,544 | $244K |
| Nwam LLC | 0.01% | Add +1.1% | 11,103 | $235K |
| Hanover Advisors Inc. | 0.09% | New | 10,905 | $231K |
| MML Investors Services, LLC | 0.00% | Reduce -0.6% | 10,691 | $226K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 10,462 | $221K |
| Scotia Capital Inc. | 0.00% | No change | 10,000 | $212K |
| GTS Securities LLC | 0.01% | New | 9,909 | $210K |
| Absolute Capital Management, LLC | 0.08% | Reduce -0.1% | 9,848 | $208K |
| Koshinski Asset Management, Inc. | 0.01% | New | 9,775 | $207K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +1.6% | 9,764 | $206K |
| Dearborn Partners LLC | 0.01% | New | 9,723 | $206K |
| STAR Financial Bank | 0.10% | Reduce -3.4% | 9,606 | $203K |
| Mendota Financial Group, LLC | 0.14% | No change | 9,222 | $195K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -21.8% | 8,257 | $175K |
| Trust Co | 0.02% | Add +21.1% | 8,180 | $173K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -7.3% | 7,160 | $151K |
| Bogart Wealth, LLC | 0.01% | Add +19.9% | 6,291 | $133K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 5,779 | $122K |
| Harbour Investments, Inc. | 0.00% | Reduce -7.4% | 5,567 | $118K |
| Pioneer Family Office, LLC | 0.07% | — | 4,741 | $100K |
| MidFirst Bank | 0.01% | — | 4,353 | $92K |
| FMR LLC | 0.00% | New | 4,351 | $92K |
| CNB Bank | 0.03% | Reduce -38.4% | 3,761 | $80K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 3,750 | $79K |
| Bokf, NA | 0.00% | New | 3,250 | $69K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 3,065 | $65K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -81.4% | 2,433 | $51K |
| Barrett & Company, Inc. | 0.02% | Reduce -67.5% | 2,190 | $46K |
| Larson Financial Group LLC | 0.00% | Reduce -7.8% | 1,995 | $42K |
| Allworth Financial LP | 0.00% | Reduce -58.5% | 1,654 | $35K |
| Private Trust Co. NA | 0.00% | Add +27.0% | 1,638 | $35K |
| Capital Analysts, LLC | 0.00% | No change | 1,320 | $28K |
| Phillips Financial Management, LLC | 0.00% | No change | 1,274 | $27K |
| Ancora Advisors LLC | 0.00% | No change | 1,195 | $25K |
| Maseco LLP | 0.00% | New | 960 | $20K |
| AE Wealth Management LLC | 0.00% | Add +30.0% | 836 | $18K |
| Key Financial Inc | 0.00% | No change | 780 | $16K |
| Bank of Montreal | 0.00% | Add +1.6% | 711 | $15K |
| Rossby Financial, LCC | 0.00% | Reduce -41.5% | 538 | $11K |
| 2UniFi Bank | 0.00% | No change | 272 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.6% | 188 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 121 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -100.0% | 126 | $3K |
| BlackRock, Inc. | 0.00% | No change | 62 | $1K |
| Golden State Wealth Management, LLC | 0.00% | No change | 53 | $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.