iShares Ibonds Dec 2032 TCIBDXETF
13F holders, Q1 2024 (March 31)102holders
1famous investor
$24.77avg. 13F price*
At the end of Q1 2024, 102 institutions reported holding iShares Ibonds Dec 2032 TC (IBDX) in their 13F filings. The largest holders were Bank of America Corp. ($40.5M), Capital Investment Advisors, LLC ($33.0M) and Summitry LLC ($32.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2032 TC
- CUSIP
- 46436E312
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $18.1M |
| Exits | 2 | $2.1M |
Ownership 102 holders
| Bank of America Corp. | 0.00% | Add +48.5% | 1,630,528 | $40.5M |
| Capital Investment Advisors, LLC | 0.77% | Add +31.1% | 1,330,733 | $33.0M |
| Summitry LLC | 1.71% | Add +3.8% | 1,307,787 | $32.4M |
| Gateway Advisory, LLC | 5.30% | Add +5.0% | 1,217,224 | $30.2M |
| Aptus Capital Advisors, LLC | 0.61% | Add +97.2% | 1,152,042 | $28.6M |
| First Interstate Bank | 1.87% | Add +20.9% | 1,086,234 | $26.9M |
| Wells Fargo & Company | 0.01% | Add +46.8% | 862,322 | $21.4M |
| NewEdge Advisors, LLC | 0.18% | Add +88.4% | 881,158 | $21.2M |
| Sigma Investment Counselors Inc. | 1.29% | Add +1241.5% | 805,610 | $20.0M |
| Arrow Financial Corp | 1.37% | Add +4.8% | 554,889 | $13.8M |
| MV Capital Management, Inc. | 1.50% | Add +844.7% | 527,788 | $13.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +7.3% | 520,986 | $12.9M |
| UBS Group AG | 0.00% | Add +17.0% | 478,995 | $11.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +7.1% | 462,177 | $11.5M |
| Mb, Levis & Associates, LLC | 6.00% | Add +3.6% | 450,612 | $11.2M |
| Royal Bank of Canada | 0.00% | Add +211.6% | 438,853 | $10.9M |
| Morgan Stanley | 0.00% | Add +14.3% | 405,864 | $10.1M |
| Seneca House Advisors | 3.59% | Add +12.5% | 333,247 | $8.3M |
| Paradigm, Strategies in Wealth Management, LLC | 3.82% | Reduce -1.5% | 249,350 | $6.2M |
| LPL Financial LLC | 0.00% | Add +54.3% | 241,082 | $6.0M |
| Guidance Point Advisors, LLC | 1.97% | Add +12.2% | 233,765 | $5.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +55.4% | 229,647 | $5.7M |
| Platte River Wealth Advisors, LLC | 1.32% | Add +44.6% | 186,069 | $4.6M |
| Krilogy Financial LLC | 0.33% | Reduce -0.9% | 171,138 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Add +29.1% | 163,204 | $4.0M |
| Lyell Wealth Management, LP | 0.41% | Add +80.5% | 161,650 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +6.5% | 156,937 | $3.9M |
| 4Thought Financial Group Inc. | 2.53% | Add +7.0% | 154,941 | $3.8M |
| US Bancorp \de | 0.01% | New | 149,325 | $3.7M |
| Benjamin F. Edwards & Company, Inc. | 0.06% | Add +5.1% | 134,842 | $3.3M |
| Sandy Spring Bank | 0.15% | Add +17.9% | 134,459 | $3.3M |
| Neuberger Berman Group LLC | 0.00% | New | 121,675 | $3.0M |
| Evergreen Private Wealth LLC | 1.45% | New | 116,746 | $2.9M |
| Venture Visionary Partners LLC | 0.12% | Add +31.8% | 101,189 | $2.5M |
| Parallel Advisors, LLC | 0.07% | Add +83.5% | 97,020 | $2.4M |
| MCF Advisors LLC | 0.18% | Add +4.0% | 92,402 | $2.3M |
| CGN Advisors LLC | 0.28% | Reduce -19.4% | 89,170 | $2.2M |
| Signature Wealth Management Group | 0.94% | Add +72.4% | 85,925 | $2.1M |
| Archford Capital Strategies, LLC | 0.34% | Reduce -0.9% | 81,701 | $2.0M |
| Cwm, LLC | 0.01% | Add +27.3% | 79,745 | $2.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +112.8% | 71,758 | $1.8M |
| Probity Advisors, Inc. | 0.37% | Add +86.9% | 71,291 | $1.8M |
| Raymond James & Associates | 0.00% | Add +51.6% | 66,869 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.6% | 63,379 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 57,056 | $1.4M |
| Quantum Financial Advisors, LLC | 0.25% | New | 53,726 | $1.3M |
| REDW Wealth LLC | 0.35% | Add +58.2% | 51,628 | $1.3M |
| Mariner, LLC | 0.00% | Add +176.1% | 48,261 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +5.0% | 43,045 | $1.1M |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Add +87.5% | 40,795 | $1.0M |
| Little House Capital LLC | 0.33% | Reduce -15.0% | 40,655 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.6% | 40,170 | $997K |
| Stonebrook Private Inc. | 0.28% | Add +70.8% | 38,905 | $965K |
| Headinvest, LLC | 0.18% | Add +23.0% | 37,706 | $935K |
| Mendota Financial Group, LLC | 0.51% | Add +54.5% | 34,871 | $865K |
| Lido Advisors, LLC | 0.01% | Add +227.5% | 34,223 | $849K |
| Kestra Advisory Services, LLC | 0.00% | New | 29,361 | $728K |
| Citadel Advisors | 0.00% | Reduce -90.4% | 29,227 | $725K |
| Peloton Wealth Strategists | 0.30% | No change | 29,000 | $719K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +92.0% | 28,813 | $715K |
| Susquehanna International Group, LLP | 0.00% | New | 28,074 | $697K |
| JPMorgan Chase & Co. | 0.00% | New | 27,431 | $681K |
| Captrust Financial Advisors | 0.00% | Add +7.8% | 26,611 | $660K |
| Stokes Family Office, LLC | 0.08% | Add +164.4% | 25,330 | $628K |
| Lincoln National Corp. | 0.01% | New | 25,219 | $626K |
| Benjamin Edwards Inc. | 0.12% | Reduce -6.6% | 24,650 | $612K |
| Gradient Capital Advisors, LLC | 0.22% | Add +2.6% | 24,083 | $597K |
| Segment Wealth Management, LLC | 0.04% | Add +170.9% | 23,570 | $585K |
| Truist Financial Corp. | 0.00% | No change | 21,133 | $524K |
| Ameriprise Financial Inc. | 0.00% | New | 20,360 | $505K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +90.8% | 19,778 | $491K |
| Associated Banc-Corp | 0.02% | New | 19,750 | $490K |
| MML Investors Services, LLC | 0.00% | Add +30.5% | 18,192 | $451K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.9% | 18,126 | $450K |
| Mutual Advisors, LLC | 0.01% | Add +58.1% | 17,069 | $423K |
| Precedent Wealth Partners, LLC | 0.18% | Add +23.6% | 16,587 | $412K |
| Comerica Bank | 0.00% | Add +64.7% | 15,076 | $374K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.5% | 13,615 | $338K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +185.7% | 12,978 | $322K |
| Koshinski Asset Management, Inc. | 0.03% | Add +4.6% | 12,557 | $312K |
| Flow Traders U.S. LLC | 0.02% | New | 12,310 | $305K |
| Montecito Bank & Trust | 0.06% | New | 12,174 | $302K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 10,994 | $273K |
| Cooper/Haims Advisors, LLC | 0.15% | No change | 10,407 | $258K |
| Executive Wealth Management, LLC | 0.02% | New | 10,504 | $258K |
| Farmers National Bank | 0.07% | New | 9,929 | $246K |
| Avantax Advisory Services, Inc. | 0.00% | Add +17.4% | 9,646 | $239K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 8,687 | $204K |
| M3 Advisory Group, LLC | 0.18% | New | 8,087 | $201K |
| Addison Advisors LLC | 0.04% | Add +99.8% | 5,265 | $131K |
| Adirondack Trust Co. | 0.05% | Add +14.5% | 5,218 | $129K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,100 | $127K |
| Roble, Belko & Company, Inc | 0.02% | New | 4,054 | $101K |
| Cherry Tree Wealth Management, LLC | 0.02% | New | 3,905 | $97K |
| IFP Advisors, Inc | 0.00% | Add +0.3% | 3,848 | $95K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 2,094 | $52K |
| Element Wealth, LLC | 0.03% | No change | 2,030 | $50K |
| CENTRAL TRUST Co | 0.00% | Reduce -32.8% | 1,210 | $30K |
| BlackRock Inc. | 0.00% | Add +2429.8% | 1,189 | $29K |
| Allworth Financial LP | 0.00% | No change | 849 | $21K |
"% of holder's portfolio" is IBDX's weight in each manager's 13F, not the share of iShares Ibonds Dec 2032 TC the manager owns.