iShares Ibonds Dec 2032 TCIBDXETF

13F holders, Q4 2024 (December 31)
124holders +6
12new positions
6sold out
1famous investor
$24.58avg. 13F price*

At the end of Q4 2024, 124 institutions reported holding iShares Ibonds Dec 2032 TC (IBDX) in their 13F filings, up 6 from Q3 2024. 12 opened new positions and 6 sold out. The largest holders were Aptus Capital Advisors, LLC ($87.5M), Wells Fargo & Company ($62.0M) and Capital Investment Advisors, LLC ($56.0M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions12$9.9M
Exits6$5.4M

All 13F filers, Q3 2024 → Q4 2024: 4,964,045 shares bought and 669,643 shares sold, net +4,294,402 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 124 holders

Aptus Capital Advisors, LLC 1.04% Add +67.8% 3,559,880 $87.5M
Wells Fargo & Company 0.01% Add +7.7% 2,522,560 $62.0M
Capital Investment Advisors, LLC 1.14% Add +17.0% 2,280,007 $56.0M
First Interstate Bank 3.27% Add +1.3% 2,196,108 $54.0M
Bank of America Corp. 0.00% Add +12.9% 2,042,204 $50.2M
Sigma Investment Counselors Inc. 1.71% Add +10.2% 1,185,972 $29.2M
Morgan Stanley 0.00% Add +43.8% 942,528 $23.2M
Summitry LLC 0.98% Reduce -18.9% 813,707 $20.0M
UBS Group AG 0.00% Add +18.6% 792,995 $19.5M
MV Capital Management, Inc. 2.02% Add +23.6% 771,047 $19.0M
Raymond James Financial Inc. 0.01% — 756,323 $18.6M
Arrow Financial Corp 1.40% Add +2.5% 599,943 $14.7M
Ameriprise Financial Inc. 0.00% Add +1327.4% 598,242 $14.7M
US Bancorp \de 0.02% Reduce -2.2% 568,938 $14.0M
Rockefeller Capital Management L.P. 0.03% Reduce -1.8% 495,937 $12.2M
Mb, Levis & Associates, LLC 5.97% Add +2.0% 484,964 $11.9M
Seneca House Advisors 4.03% Add +15.2% 412,486 $10.1M
Confluence Investment Management LLC 0.14% Add +0.4% 411,172 $10.1M
HighTower Advisors, LLC 0.01% Add +1.3% 393,608 $9.7M
Royal Bank of Canada 0.00% Add +2.1% 357,789 $8.8M
Sound View Wealth Advisors Group, LLC 0.59% New 299,033 $7.4M
Janney Montgomery Scott LLC 0.02% Add +5.5% 287,576 $7.1M
Guidance Point Advisors, LLC 1.96% Add +2.2% 272,625 $6.7M
Lyell Wealth Management, LP 0.47% Add +8.4% 213,975 $5.3M
LPL Financial LLC 0.00% Reduce -28.8% 208,996 $5.1M
Parallel Advisors, LLC 0.12% Add +20.1% 207,065 $5.1M
Stifel Financial Corp. 0.01% Add +2.7% 203,411 $5.0M
Commonwealth Equity Services, LLC 0.01% Add +13.8% 202,996 $5.0M
Sandy Spring Bank 0.20% Add +5.0% 202,981 $5.0M
Lido Advisors, LLC 0.03% Add +486.5% 201,194 $4.9M
Marathon Mission, Inc. 3.17% Add +9.9% 189,577 $4.7M
Benjamin Edwards Inc. 0.06% Add +3.4% 182,200 $4.5M
Krilogy Financial LLC 0.30% Add +4.0% 182,153 $4.5M
Sabal Trust CO 0.25% Add +48.5% 176,092 $4.3M
4Thought Financial Group Inc. 2.53% Add +0.4% 166,019 $4.1M
Paradigm, Strategies in Wealth Management, LLC 2.42% Reduce -2.6% 149,385 $3.7M
Signature Wealth Management Group 1.45% Add +60.7% 146,602 $3.6M
Stratos Wealth Partners, LTD. 0.05% Reduce -1.2% 145,378 $3.6M
Executive Wealth Management, LLC 0.27% Add +39.5% 140,441 $3.5M
Rwa Wealth Partners, LLC 0.04% Add +686.1% 133,670 $3.3M
Precedent Wealth Partners, LLC 1.03% Reduce -2.4% 127,850 $3.1M
Envestnet Asset Management Inc. 0.00% Add +27.4% 127,435 $3.1M
Neuberger Berman Group LLC 0.00% No change 126,035 $3.1M
Probity Advisors, Inc. 0.58% Add +21.8% 123,427 $3.0M
Evergreen Private Wealth LLC 1.38% Add +2.3% 119,771 $2.9M
CGN Advisors LLC 0.26% Add +10.1% 107,799 $2.6M
Cwm, LLC 0.01% Add +4.8% 96,965 $2.4M
MCF Advisors LLC 0.17% Add +1.5% 96,021 $2.4M
Kintra Wealth, LLC 1.51% Add +716.2% 88,431 $2.2M
Jane Street Group, LLC 0.00% Add +672.9% 88,284 $2.2M
Archford Capital Strategies, LLC 0.31% Reduce -1.1% 83,732 $2.1M
Venture Visionary Partners LLC 0.09% Reduce -18.4% 82,977 $2.0M
Stonebrook Private Inc. 0.52% Add +9.8% 80,047 $2.0M
Flow Traders U.S. LLC 0.07% Add +87.9% 68,069 $1.7M
Quantum Financial Advisors, LLC 0.24% Add +1.8% 63,032 $1.5M
Mariner, LLC 0.00% Add +5.2% 62,607 $1.5M
Wilkins Miller Wealth Management, LLC 1.59% — 61,687 $1.5M
Kestra Advisory Services, LLC 0.01% Add +15.6% 61,345 $1.5M
Coldstream Capital Management Inc. 0.03% Add +18.2% 58,014 $1.4M
Citadel Advisors 0.00% Reduce -40.9% 50,688 $1.2M
REDW Wealth LLC 0.42% Reduce -41.4% 49,186 $1.2M
Segment Wealth Management, LLC 0.08% Add +81.5% 48,940 $1.2M
Little House Capital LLC 0.34% Reduce -0.1% 48,722 $1.2M
Peloton Wealth Strategists 0.46% Add +9.8% 45,000 $1.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +4.9% 44,955 $1.1M
McGlone Suttner Wealth Management, Inc. 0.18% Add +4.4% 44,139 $1.1M
J.W. Cole Advisors, Inc. 0.04% Reduce -9.6% 42,065 $1.0M
Mercer Global Advisors Inc. 0.00% Add +90.5% 40,619 $998K
Osaic Holdings, Inc. 0.00% Add +8.9% 40,412 $993K
NovaPoint Capital, LLC 0.30% Add +5.2% 39,599 $973K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +17.3% 39,221 $964K
Headinvest, LLC 0.18% No change 37,906 $932K
Cetera Investment Advisers 0.00% Add +173.4% 37,293 $917K
Associated Banc-Corp 0.03% Add +29.2% 35,800 $880K
NewEdge Advisors, LLC 0.01% Reduce -55.0% 35,310 $868K
Captrust Financial Advisors 0.00% Add +8.8% 33,387 $821K
MML Investors Services, LLC 0.00% Add +9.5% 33,333 $819K
Mendota Financial Group, LLC 0.53% Reduce -15.2% 33,003 $811K
Gradient Capital Advisors, LLC 0.26% Add +7.9% 32,536 $800K
Adirondack Trust Co. 0.29% Add +190.4% 31,053 $763K
Montecito Bank & Trust 0.12% No change 27,985 $688K
Stokes Family Office, LLC 0.07% No change 27,330 $672K
Princeton Global Asset Management LLC 0.12% Add +75.7% 26,713 $657K
Farmers National Bank 0.18% — 25,699 $632K
Beacon Financial Group 0.06% Add +58.6% 22,923 $563K
Beacon Pointe Advisors, LLC 0.01% Add +15.4% 22,515 $553K
IFP Advisors, Inc 0.02% Add +67.6% 21,722 $534K
Creative Planning 0.00% New 20,499 $504K
Northwestern Mutual Wealth Management Co. 0.00% Add +40.5% 18,840 $463K
Comerica Bank 0.00% Reduce -0.1% 17,637 $434K
Mutual Advisors, LLC 0.01% Add +1.1% 17,647 $433K
Private Advisor Group, LLC 0.00% No change 17,265 $424K
Dorsey & Whitney Trust CO LLC 0.02% New 16,000 $393K
Jacobi Capital Management LLC 0.03% Add +47.2% 15,540 $382K
Integrated Wealth Concepts LLC 0.00% No change 15,518 $381K
Avantax Advisory Services, Inc. 0.00% Add +39.5% 14,702 $361K
Susquehanna International Group, LLP 0.00% New 14,565 $358K
James Investment Research, Inc. 0.04% New 14,068 $346K
Cary Street Partners Financial LLC 0.01% — 13,102 $322K
Penobscot Investment Management Company, Inc. 0.03% New 12,250 $301K
Cooper/Haims Advisors, LLC 0.15% No change 10,407 $256K
First National Trust Co 0.01% New 10,113 $249K
Fulton Breakefield Broenniman LLC 0.02% New 9,622 $237K
United Capital Financial Advisors, LLC 0.00% Add +6.9% 9,202 $226K
Addison Advisors LLC 0.06% Reduce -4.7% 8,353 $205K
Hendershot Investments Inc. 0.03% No change 8,156 $200K
Cherry Tree Wealth Management, LLC 0.04% Add +6.6% 6,412 $158K
Roble, Belko & Company, Inc 0.02% No change 6,137 $151K
Koesten, Hirschmann & Crabtree, INC. 0.08% Add +13.7% 5,800 $143K
CENTRAL TRUST Co 0.00% Add +223.0% 3,185 $78K
Hemington Wealth Management 0.01% Add +43.0% 2,395 $58K
Element Wealth, LLC 0.03% No change 2,030 $50K
Harbor Investment Advisory, LLC 0.00% No change 2,000 $49K
Trust Co 0.01% No change 1,979 $49K
First United Bank & Trust 0.02% New 1,904 $47K
Van Hulzen Asset Management, LLC 0.00% New 1,818 $45K
Centricity Wealth Management, LLC 0.04% — 1,625 $40K
Spectrum Wealth Counsel, LLC 0.00% No change 1,326 $33K
Allworth Financial LP 0.00% No change 849 $21K
Coppell Advisory Solutions LLC 0.00% New 689 $17K
Venturi Wealth Management, LLC 0.00% New 661 $16K
Steward Partners Investment Advisory, LLC 0.00% Reduce -81.9% 379 $9K
Creative Financial Designs Inc. 0.00% No change 206 $5K
BlackRock, Inc. 0.00% Add +6.4% 50 $1K

"% 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.