iShares Ibonds Dec 2033IBDYETF
13F holders, Q2 2026 (June 30)168holders +6
22new positions
14sold out
1famous investor
$25.74avg. 13F price*
At the end of Q2 2026, 168 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, up 6 from Q1 2026. 22 opened new positions and 14 sold out. The largest holders were Capital Investment Advisors, LLC ($85.0M), Morgan Stanley ($60.2M) and Bank of America Corp. ($55.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2033 Corp.
- CUSIP
- 46436E130
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $64.9M |
| Exits | 14 | $8.7M |
All 13F filers, Q1 2026 → Q2 2026: 5,062,598 shares bought and 3,735,131 shares sold, net +1,327,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 168 holders
| Capital Investment Advisors, LLC | 1.12% | Add +6.2% | 3,299,900 | $85.0M |
| Morgan Stanley | 0.00% | Add +3.3% | 2,336,734 | $60.2M |
| Bank of America Corp. | 0.00% | Add +10.8% | 2,142,584 | $55.2M |
| Capital Advisors Inc. | 0.72% | New | 1,901,100 | $48.9M |
| Sigma Investment Counselors Inc. | 1.86% | Add +6.7% | 1,478,526 | $38.1M |
| Summit Financial, LLC | 0.32% | Reduce -43.9% | 1,143,222 | $29.4M |
| Summitry LLC | 0.88% | Add +1.7% | 1,042,372 | $26.8M |
| MV Capital Management, Inc. | 2.16% | Add +0.8% | 944,849 | $24.3M |
| US Bancorp \de | 0.02% | Add +7.4% | 863,835 | $22.2M |
| HighTower Advisors, LLC | 0.02% | Add +18.6% | 738,622 | $19.0M |
| Raymond James Financial Inc. | 0.01% | Add +32.7% | 738,413 | $19.0M |
| Envision Financial Planning, LLC | 6.18% | Reduce -12.0% | 737,993 | $19.0M |
| Ameriprise Financial Inc. | 0.00% | Add +7.2% | 716,884 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +5.3% | 679,809 | $17.5M |
| UBS Group AG | 0.00% | Add +15.4% | 616,604 | $15.9M |
| Arrow Financial Corp | 1.41% | Add +3.4% | 610,058 | $15.7M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.4% | 516,077 | $13.3M |
| Mb, Levis & Associates, LLC | 4.70% | Add +1.1% | 495,495 | $12.8M |
| Sound View Wealth Advisors Group, LLC | 0.78% | Add +1218.3% | 490,589 | $12.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.8% | 434,894 | $11.2M |
| Instrumental Wealth, LLC | 5.46% | Add +0.4% | 418,536 | $10.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.0% | 415,635 | $10.7M |
| LPL Financial LLC | 0.00% | Add +7.2% | 388,876 | $10.0M |
| Royal Bank of Canada | 0.00% | Add +37.4% | 372,485 | $9.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.6% | 335,084 | $8.6M |
| Guidance Point Advisors, LLC | 1.61% | Add +3.9% | 289,080 | $7.4M |
| Lido Advisors, LLC | 0.02% | Add +11.5% | 260,996 | $6.7M |
| Concurrent Investment Advisors, LLC | 0.05% | New | 247,004 | $6.4M |
| Parallel Advisors, LLC | 0.09% | Add +10.2% | 234,639 | $6.0M |
| Hancock Whitney Corp. | 0.10% | Add +3.3% | 233,766 | $6.0M |
| Probity Advisors, Inc. | 0.85% | Add +22.1% | 231,197 | $6.0M |
| Mariner, LLC | 0.01% | Reduce -23.4% | 227,092 | $5.8M |
| Ironwood Financial, llc | 0.84% | Add +1158.4% | 210,239 | $5.3M |
| Krilogy Financial LLC | 0.16% | Reduce -1.4% | 204,922 | $5.3M |
| Lyell Wealth Management, LP | 0.32% | Add +12.9% | 204,795 | $5.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -25.8% | 204,577 | $5.3M |
| Citadel Advisors | 0.00% | Add +109.8% | 187,684 | $4.8M |
| 4Thought Financial Group Inc. | 2.25% | Add +5.8% | 185,959 | $4.8M |
| Benjamin Edwards Inc. | 0.04% | Reduce -14.5% | 152,729 | $3.9M |
| Precedent Wealth Partners, LLC | 0.65% | Add +17.7% | 151,321 | $3.9M |
| Evergreen Private Wealth LLC | 1.35% | Add +5.0% | 142,119 | $3.7M |
| James Investment Research, Inc. | 0.34% | Reduce -5.4% | 130,105 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.3% | 128,946 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.1% | 128,608 | $3.3M |
| EP Wealth Advisors, LLC | 0.01% | New | 128,507 | $3.3M |
| Adirondack Trust Co. | 0.98% | Add +7.8% | 128,140 | $3.3M |
| Howland Capital Management LLC | 0.12% | Add +42.1% | 126,693 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +40.0% | 125,678 | $3.2M |
| First Interstate Bank | 0.16% | Reduce -93.8% | 119,680 | $3.1M |
| Atlantic Union Bankshares Corp | 0.05% | Reduce -24.7% | 112,702 | $2.9M |
| Marathon Mission, Inc. | 1.29% | Reduce -0.8% | 100,193 | $2.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -9.5% | 95,777 | $2.5M |
| Stonebrook Private Inc. | 0.44% | Add +1.4% | 94,310 | $2.4M |
| McGlone Suttner Wealth Management, Inc. | 0.27% | Add +1.2% | 90,470 | $2.3M |
| Seneca House Advisors | 0.80% | Reduce -7.1% | 88,080 | $2.3M |
| Segment Wealth Management, LLC | 0.11% | Add +14.9% | 80,505 | $2.1M |
| Klingman & Associates, LLC | 0.09% | New | 78,833 | $2.0M |
| Cowa, LLC | 0.53% | Add +14.9% | 76,745 | $2.0M |
| Associated Banc-Corp | 0.05% | Add +11.6% | 75,757 | $2.0M |
| Archford Capital Strategies, LLC | 0.19% | Reduce -5.6% | 72,909 | $1.9M |
| Roble, Belko & Company, Inc | 0.19% | Add +28.9% | 68,802 | $1.8M |
| Fulton Breakefield Broenniman LLC | 0.10% | Add +13.5% | 66,715 | $1.7M |
| Jane Street Group, LLC | 0.00% | Reduce -80.2% | 66,000 | $1.7M |
| Wilkins Miller Wealth Management, LLC | 0.89% | Add +2.1% | 62,838 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +1.0% | 62,566 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.6% | 62,223 | $1.6M |
| Glenview Trust Co | 0.02% | Add +86.1% | 57,888 | $1.5M |
| NovaPoint Capital, LLC | 0.29% | Add +11.2% | 54,469 | $1.4M |
| Meitav Investment House Ltd. | 0.01% | Add +3.6% | 52,641 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -1.8% | 49,874 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.76% | Add +2.9% | 48,312 | $1.2M |
| First National Trust Co | 0.04% | Add +36.4% | 44,991 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +12.3% | 43,995 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 43,092 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +29.5% | 41,073 | $1.1M |
| Little House Capital LLC | 0.23% | Add +2.6% | 39,157 | $1.0M |
| Jacobi Capital Management LLC | 0.05% | Add +33.2% | 38,320 | $987K |
| Gilbert & Cook, Inc. | 0.11% | No change | 38,018 | $979K |
| Clearstead Advisors, LLC | 0.01% | Add +11.3% | 37,257 | $959K |
| IFP Advisors, Inc | 0.02% | Add +16.5% | 34,534 | $889K |
| Montecito Bank & Trust | 0.13% | Add +3.3% | 33,044 | $851K |
| 10Elms LLP | 0.37% | Add +44.4% | 32,320 | $832K |
| Stokes Family Office, LLC | 0.09% | Add +14.1% | 31,080 | $800K |
| Reliant Wealth Planning | 0.21% | Reduce -20.9% | 29,284 | $754K |
| CVA Family Office, LLC | 0.07% | No change | 29,142 | $750K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 28,473 | $733K |
| Rose Capital Advisors LLC | 0.39% | — | 28,368 | $730K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -28.6% | 28,312 | $729K |
| Sterling Investment Advisors, Ltd. | 0.12% | Add +15.2% | 27,350 | $704K |
| Valmark Advisers, Inc. | 0.01% | Add +19.6% | 26,274 | $676K |
| Aspen Wealth Management LLC | 0.11% | New | 25,972 | $669K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -8.7% | 25,385 | $654K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 22,684 | $584K |
| Nestegg Advisors, Inc. | 0.40% | Reduce -0.2% | 21,977 | $566K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.3% | 21,643 | $557K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 21,370 | $550K |
| Gryphon Financial Partners LLC | 0.05% | Reduce -6.5% | 21,326 | $549K |
| Addison Advisors LLC | 0.24% | Reduce -36.2% | 19,935 | $513K |
| Romano Brothers and Company | 0.05% | Add +42.7% | 18,115 | $466K |
| International Assets Investment Management, LLC | 0.03% | Reduce -11.1% | 17,592 | $451K |
"% of holder's portfolio" is IBDY's weight in each manager's 13F, not the share of iShares Ibonds Dec 2033 Corp. the manager owns.