iShares Ibonds Dec 2032 TCIBDXETF

13F holders, Q3 2024 (September 30)
118holders +12
18new positions
4sold out
1famous investor
$25.70avg. 13F price*

At the end of Q3 2024, 118 institutions reported holding iShares Ibonds Dec 2032 TC (IBDX) in their 13F filings, up 12 from Q2 2024. 18 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($60.2M), First Interstate Bank ($55.7M) and Aptus Capital Advisors, LLC ($54.5M). 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

050100150200250 Q1 2024: 102Q1 2024Q2 2024: 106Q2 2024Q3 2024: 118Q3 2024Q4 2024: 124Q4 2024Q1 2025: 141Q1 2025Q2 2025: 156Q2 2025Q3 2025: 176Q3 2025Q4 2025: 198Q4 2025Q1 2026: 222Q1 2026Q2 2026: 229Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions18$23.0M
Exits4$4.7M

All 13F filers, Q2 2024 → Q3 2024: 4,361,435 shares bought and 1,022,089 shares sold, net +3,339,346 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 118 holders

Wells Fargo & Company 0.01% Add +4.7% 2,342,635 $60.2M
First Interstate Bank 3.39% Add +1.5% 2,167,641 $55.7M
Aptus Capital Advisors, LLC 0.83% Add +38.0% 2,121,618 $54.5M
Capital Investment Advisors, LLC 1.03% Add +19.3% 1,948,710 $50.1M
Bank of America Corp. 0.00% Add +6.8% 1,808,549 $46.5M
Gateway Advisory, LLC 5.53% Add +3.5% 1,334,174 $34.3M
Sigma Investment Counselors Inc. 1.62% Add +11.8% 1,076,249 $27.7M
Summitry LLC 1.23% Add +1.0% 1,002,688 $25.8M
UBS Group AG 0.00% Add +12.2% 668,574 $17.2M
Morgan Stanley 0.00% Add +50.0% 655,580 $16.9M
MV Capital Management, Inc. 1.70% Add +9.8% 623,601 $16.0M
Raymond James Financial Services Advisors, Inc. 0.02% Add +4.0% 590,398 $15.2M
Arrow Financial Corp 1.39% Add +2.1% 585,000 $15.0M
US Bancorp \de 0.02% Add +113.0% 581,866 $15.0M
Rockefeller Capital Management L.P. 0.03% Add +6.7% 504,849 $13.0M
Mb, Levis & Associates, LLC 6.03% Add +2.2% 475,542 $12.2M
Confluence Investment Management LLC 0.14% New 409,363 $10.5M
HighTower Advisors, LLC 0.01% Add +132.6% 388,733 $10.0M
Seneca House Advisors 3.88% Add +1.7% 358,115 $9.2M
Royal Bank of Canada 0.00% Add +15.8% 350,296 $9.0M
LPL Financial LLC 0.00% Add +16.5% 293,602 $7.5M
Janney Montgomery Scott LLC 0.02% Add +6.4% 272,519 $7.0M
Guidance Point Advisors, LLC 2.08% Reduce -4.2% 266,708 $6.9M
Stifel Financial Corp. 0.01% Add +16.1% 198,026 $5.1M
Lyell Wealth Management, LP 0.46% Add +11.0% 197,475 $5.1M
Sandy Spring Bank 0.20% Add +20.8% 193,230 $5.0M
Platte River Wealth Advisors, LLC 1.25% Add +1.5% 180,513 $4.6M
Commonwealth Equity Services, LLC 0.01% Add +77.5% 178,453 $4.6M
Benjamin Edwards Inc. 0.07% Add +528.5% 176,218 $4.5M
Krilogy Financial LLC 0.31% Add +6.0% 175,080 $4.5M
Marathon Mission, Inc. 3.09% Add +251.5% 172,551 $4.4M
Parallel Advisors, LLC 0.10% Add +64.2% 172,352 $4.4M
Centric Wealth Management 1.17% New 178,047 $4.4M
4Thought Financial Group Inc. 2.62% Add +0.6% 165,292 $4.2M
Paradigm, Strategies in Wealth Management, LLC 2.57% Reduce -43.2% 153,433 $3.9M
Stratos Wealth Partners, LTD. 0.06% New 147,203 $3.8M
Precedent Wealth Partners, LLC 1.11% Add +427.7% 131,053 $3.4M
Neuberger Berman Group LLC 0.00% Add +3.6% 126,035 $3.2M
Sabal Trust CO 0.17% Add +79.2% 118,545 $3.0M
Evergreen Private Wealth LLC 1.40% Add +1.1% 117,066 $3.0M
Venture Visionary Partners LLC 0.12% Reduce -0.2% 101,738 $2.6M
Probity Advisors, Inc. 0.50% Add +13.5% 101,318 $2.6M
Executive Wealth Management, LLC 0.20% Add +345.7% 100,636 $2.6M
Envestnet Asset Management Inc. 0.00% Add +21.9% 100,062 $2.6M
CGN Advisors LLC 0.25% Add +7.4% 97,872 $2.5M
Raymond James & Associates 0.00% Add +35.6% 96,897 $2.5M
MCF Advisors LLC 0.17% Add +1.2% 94,562 $2.4M
Cwm, LLC 0.01% Add +4.2% 92,537 $2.4M
Signature Wealth Management Group 0.94% Add +4.1% 91,203 $2.3M
Citadel Advisors 0.00% Add +73.5% 85,818 $2.2M
REDW Wealth LLC 0.55% Add +3.8% 83,937 $2.2M
Archford Capital Strategies, LLC 0.32% Reduce -2.0% 84,699 $2.1M
NewEdge Advisors, LLC 0.01% Reduce -85.3% 78,431 $2.0M
Stonebrook Private Inc. 0.50% Add +42.9% 72,886 $1.9M
Quantum Financial Advisors, LLC 0.25% Add +11.1% 61,909 $1.6M
Mariner, LLC 0.00% Add +1.4% 59,498 $1.5M
Kestra Advisory Services, LLC 0.01% Add +46.4% 53,061 $1.4M
Coldstream Capital Management Inc. 0.03% New 49,085 $1.3M
Little House Capital LLC 0.36% Add +4.5% 48,791 $1.3M
J.W. Cole Advisors, Inc. 0.05% Add +208.0% 46,506 $1.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.1% 42,839 $1.1M
McGlone Suttner Wealth Management, Inc. 0.23% Add +94.3% 42,263 $1.1M
Ameriprise Financial Inc. 0.00% Add +42.6% 41,911 $1.1M
Peloton Wealth Strategists 0.43% Add +7.9% 41,000 $1.1M
Mendota Financial Group, LLC 0.48% Add +10.3% 38,937 $1.0M
Headinvest, LLC 0.18% Add +0.5% 37,906 $975K
NovaPoint Capital, LLC 0.30% Add +10.8% 37,628 $967K
Osaic Holdings, Inc. 0.00% Add +18.9% 37,103 $954K
Flow Traders U.S. LLC 0.05% Add +220.4% 36,234 $932K
Lido Advisors, LLC 0.01% Reduce -6.4% 34,303 $882K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +10.2% 33,437 $860K
Captrust Financial Advisors 0.00% Add +14.9% 30,683 $789K
MML Investors Services, LLC 0.00% Add +15.8% 30,432 $782K
Gradient Capital Advisors, LLC 0.26% Add +15.8% 30,154 $775K
Montecito Bank & Trust 0.12% Add +52.7% 27,985 $719K
Associated Banc-Corp 0.02% Add +5.7% 27,700 $712K
Stokes Family Office, LLC 0.08% No change 27,330 $703K
Segment Wealth Management, LLC 0.05% Add +3.6% 26,960 $693K
Mercer Global Advisors Inc. 0.00% Add +91.2% 21,319 $548K
Beacon Pointe Advisors, LLC 0.01% Reduce -6.4% 19,517 $502K
Sowell Financial Services LLC 0.02% New 20,155 $473K
Comerica Bank 0.00% Add +4.3% 17,656 $454K
Private Advisor Group, LLC 0.00% New 17,265 $444K
Mutual Advisors, LLC 0.01% No change 17,457 $438K
Rwa Wealth Partners, LLC 0.01% New 17,004 $437K
Integrated Wealth Concepts LLC 0.00% Add +6.4% 15,518 $399K
Princeton Global Asset Management LLC 0.08% New 15,202 $391K
Beacon Financial Group 0.04% Reduce -20.8% 14,452 $372K
Cetera Investment Advisers 0.00% Add +4.9% 13,639 $351K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -11.0% 13,410 $345K
IFP Advisors, Inc 0.01% Add +235.2% 12,960 $333K
Jane Street Group, LLC 0.00% Reduce -95.4% 11,423 $294K
Safeguard Financial, LLC 0.07% New 10,869 $279K
Kintra Wealth, LLC 0.19% Add +4.0% 10,834 $279K
Adirondack Trust Co. 0.11% Add +22.2% 10,692 $275K
Jacobi Capital Management LLC 0.02% New 10,560 $272K
Avantax Advisory Services, Inc. 0.00% Add +1.3% 10,542 $271K
Cooper/Haims Advisors, LLC 0.15% No change 10,407 $268K
Addison Advisors LLC 0.06% Add +5.0% 8,768 $225K
United Capital Financial Advisors, LLC 0.00% New 8,606 $221K

"% 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.

Show all 118 holders