iShares Ibonds Dec 2032 TCIBDXETF

13F holders, Q1 2025 (March 31)
141holders +17
26new positions
10sold out
1famous investor
$24.99avg. 13F price*

At the end of Q1 2025, 141 institutions reported holding iShares Ibonds Dec 2032 TC (IBDX) in their 13F filings, up 17 from Q4 2024. 26 opened new positions and 10 sold out. The largest holders were Aptus Capital Advisors, LLC ($100.1M), Wells Fargo & Company ($64.6M) and Capital Investment Advisors, LLC ($62.2M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions26$32.1M
Exits10$6.0M

All 13F filers, Q4 2024 → Q1 2025: 4,301,039 shares bought and 720,133 shares sold, net +3,580,906 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 141 holders

Aptus Capital Advisors, LLC 1.13% Add +12.5% 4,004,435 $100.1M
Wells Fargo & Company 0.02% Add +2.5% 2,586,766 $64.6M
Capital Investment Advisors, LLC 1.22% Add +9.1% 2,487,441 $62.2M
Bank of America Corp. 0.01% Add +9.3% 2,232,514 $55.8M
First Interstate Bank 3.03% Reduce -7.5% 2,030,810 $50.7M
Morgan Stanley 0.00% Add +55.5% 1,465,493 $36.6M
Sigma Investment Counselors Inc. 1.95% Add +7.5% 1,274,909 $31.9M
UBS Group AG 0.00% Add +9.3% 866,783 $21.7M
Summitry LLC 1.08% Add +4.9% 853,783 $21.3M
MV Capital Management, Inc. 2.19% Add +6.0% 817,522 $20.4M
Raymond James Financial Inc. 0.01% Reduce -9.9% 681,184 $17.0M
US Bancorp \de 0.02% Add +14.3% 650,177 $16.2M
Ameriprise Financial Inc. 0.00% Add +6.5% 636,826 $15.9M
Arrow Financial Corp 1.67% Reduce -0.5% 597,191 $14.9M
Sound View Wealth Advisors Group, LLC 1.11% Add +81.7% 543,273 $13.6M
Rockefeller Capital Management L.P. 0.03% Add +4.0% 515,775 $12.9M
Mb, Levis & Associates, LLC 5.70% Add +1.3% 491,146 $12.3M
Seneca House Advisors 4.63% Add +5.4% 434,634 $10.9M
PFG Private Wealth Management, LLC 5.87% New 434,091 $10.8M
HighTower Advisors, LLC 0.01% Add +8.0% 425,259 $10.6M
Confluence Investment Management LLC 0.15% Reduce -0.9% 407,434 $10.2M
Klingman & Associates, LLC 0.60% New 393,449 $9.8M
Royal Bank of Canada 0.00% Add +1.8% 364,151 $9.1M
Commonwealth Equity Services, LLC 0.01% Add +73.0% 351,233 $8.8M
Janney Montgomery Scott LLC 0.02% Add +3.9% 298,906 $7.5M
Guidance Point Advisors, LLC 2.04% Add +1.3% 276,152 $6.9M
LPL Financial LLC 0.00% Add +13.8% 237,871 $5.9M
Citadel Advisors 0.01% Add +351.0% 228,598 $5.7M
Stifel Financial Corp. 0.01% Add +6.7% 217,124 $5.4M
Sandy Spring Bank 0.23% Add +6.6% 216,387 $5.4M
Lyell Wealth Management, LP 0.50% Add +0.4% 214,875 $5.4M
Marathon Mission, Inc. 3.51% Add +6.0% 200,983 $5.0M
Parallel Advisors, LLC 0.11% Reduce -3.0% 200,792 $5.0M
Sabal Trust CO 0.27% Add +11.4% 196,089 $4.9M
Envestnet Asset Management Inc. 0.00% Add +51.5% 193,085 $4.8M
Benjamin Edwards Inc. 0.07% Add +4.5% 190,484 $4.8M
Krilogy Financial LLC 0.31% Add +3.6% 188,742 $4.7M
4Thought Financial Group Inc. 2.62% Add +2.0% 169,417 $4.2M
Cowa, LLC 1.79% New 167,853 $4.2M
NewEdge Advisors, LLC 0.02% Add +375.3% 167,816 $4.2M
Lido Advisors, LLC 0.02% Reduce -22.3% 156,386 $3.9M
Signature Wealth Management Group 1.48% Add +3.5% 151,755 $3.8M
Rwa Wealth Partners, LLC 0.05% Add +13.2% 151,247 $3.8M
Paradigm, Strategies in Wealth Management, LLC 2.50% Reduce -0.8% 148,184 $3.7M
Probity Advisors, Inc. 0.63% Add +6.1% 130,997 $3.3M
Neuberger Berman Group LLC 0.00% No change 126,035 $3.1M
Evergreen Private Wealth LLC 1.42% Add +1.9% 121,986 $3.0M
Precedent Wealth Partners, LLC 0.79% Reduce -10.9% 113,865 $2.8M
CGN Advisors LLC 0.28% Add +5.0% 113,232 $2.8M
MCF Advisors LLC 0.18% Add +5.0% 100,772 $2.5M
Cwm, LLC 0.01% Add +3.5% 100,354 $2.5M
Stonebrook Private Inc. 0.56% Add +7.0% 85,636 $2.1M
Archford Capital Strategies, LLC 0.31% Add +0.3% 83,939 $2.1M
Venture Visionary Partners LLC 0.09% Reduce -0.8% 82,338 $2.1M
Kintra Wealth, LLC 1.39% Reduce -7.0% 82,260 $2.1M
Kestra Advisory Services, LLC 0.01% Add +21.2% 74,357 $1.9M
Mariner, LLC 0.00% Add +4.7% 65,560 $1.6M
Quantum Financial Advisors, LLC 0.24% Add +0.8% 63,553 $1.6M
Arcataur Capital Management LLC 0.54% New 63,465 $1.6M
Wilkins Miller Wealth Management, LLC 1.16% Add +0.2% 61,823 $1.5M
Coldstream Capital Management Inc. 0.03% No change 58,014 $1.4M
Cetera Investment Advisers 0.00% Add +52.2% 56,763 $1.4M
Segment Wealth Management, LLC 0.09% Add +12.3% 54,960 $1.4M
United Capital Financial Advisors, LLC 0.01% Add +479.9% 53,358 $1.3M
Peloton Wealth Strategists 0.56% Add +16.7% 52,500 $1.3M
Mercer Global Advisors Inc. 0.00% Add +25.4% 50,933 $1.3M
Adirondack Trust Co. 0.47% Add +54.6% 48,007 $1.2M
Little House Capital LLC 0.31% Reduce -7.0% 45,299 $1.1M
McGlone Suttner Wealth Management, Inc. 0.18% Add +1.3% 44,691 $1.1M
NovaPoint Capital, LLC 0.32% Add +4.7% 41,466 $1.0M
REDW Wealth LLC 0.38% Reduce -16.6% 41,027 $1.0M
STAR Financial Bank 0.71% New 38,654 $966K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -3.1% 38,013 $950K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -16.0% 37,753 $943K
Associated Banc-Corp 0.03% Add +3.5% 37,050 $926K
Headinvest, LLC 0.18% Reduce -2.7% 36,890 $922K
Captrust Financial Advisors 0.00% Add +5.0% 35,047 $876K
MML Investors Services, LLC 0.00% Add +4.4% 34,794 $870K
Flow Traders U.S. LLC 0.04% Reduce -51.2% 33,209 $830K
Meitav Investment House Ltd. 0.01% New 32,645 $815K
Gradient Capital Advisors, LLC 0.27% Add +0.0% 32,541 $813K
Beacon Pointe Advisors, LLC 0.01% Add +36.8% 30,801 $770K
Montecito Bank & Trust 0.13% Add +1.0% 28,265 $706K
Princeton Global Asset Management LLC 0.14% Add +5.8% 28,257 $706K
IFP Advisors, Inc 0.02% Add +27.1% 27,597 $690K
Farmers National Bank 0.19% Add +7.3% 27,587 $689K
Stokes Family Office, LLC 0.08% No change 27,330 $683K
Beacon Financial Group 0.07% Add +10.6% 25,354 $634K
Ironwood Financial, llc 0.13% New 24,410 $610K
Keeler Thomas Management LLC 0.29% New 23,971 $599K
Howland Capital Management LLC 0.02% New 21,502 $537K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.3% 20,973 $524K
Mutual Advisors, LLC 0.01% Add +10.3% 19,470 $485K
Comerica Bank 0.00% Add +9.7% 19,353 $484K
Osaic Holdings, Inc. 0.00% Reduce -56.1% 17,744 $444K
Creative Planning 0.00% Reduce -14.6% 17,507 $437K
Private Advisor Group, LLC 0.00% No change 17,265 $431K
Avantax Advisory Services, Inc. 0.00% Add +17.1% 17,217 $430K
Jacobi Capital Management LLC 0.03% Add +9.9% 17,074 $427K
Fulton Breakefield Broenniman LLC 0.03% Add +74.3% 16,772 $419K

"% 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 141 holders