iShares Ibonds Dec 2033IBDYETF
13F holders, Q1 2024 (March 31)78holders
1famous investor
$25.47avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings. The largest holders were Gateway Advisory, LLC ($39.3M), Capital Investment Advisors, LLC ($29.3M) and First Interstate Bank ($24.9M). 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $88.2M |
| Exits | 1 | $1.4M |
Ownership 78 holders
| Gateway Advisory, LLC | 6.89% | Add +5.1% | 1,542,530 | $39.3M |
| Capital Investment Advisors, LLC | 0.68% | Add +24.7% | 1,150,085 | $29.3M |
| First Interstate Bank | 1.72% | Add +29.5% | 975,698 | $24.9M |
| Summitry LLC | 1.21% | New | 901,814 | $23.0M |
| Bank of America Corp. | 0.00% | Add +11.3% | 600,917 | $15.3M |
| Envision Financial Planning, LLC | 11.86% | Add +7.2% | 575,163 | $14.7M |
| Morgan Stanley | 0.00% | Add +23.8% | 501,470 | $12.8M |
| MV Capital Management, Inc. | 1.39% | New | 476,980 | $12.2M |
| Rockefeller Capital Management L.P. | 0.03% | New | 447,743 | $11.4M |
| Arrow Financial Corp | 1.13% | Add +87.4% | 446,848 | $11.4M |
| Mb, Levis & Associates, LLC | 5.84% | Add +4.6% | 426,542 | $10.9M |
| Wells Fargo & Company | 0.00% | Add +287.3% | 398,494 | $10.2M |
| Aptus Capital Advisors, LLC | 0.19% | New | 353,522 | $9.0M |
| Confluence Investment Management LLC | 0.11% | New | 321,458 | $8.2M |
| Instrumental Wealth, LLC | 3.29% | Reduce -2.1% | 303,021 | $7.6M |
| Jane Street Group, LLC | 0.01% | Add +2.5% | 217,583 | $5.5M |
| UBS Group AG | 0.00% | Add +387.8% | 211,747 | $5.4M |
| Guidance Point Advisors, LLC | 1.55% | New | 179,325 | $4.6M |
| James Investment Research, Inc. | 0.53% | Add +757.1% | 176,350 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +45.1% | 156,116 | $4.0M |
| Krilogy Financial LLC | 0.30% | New | 153,938 | $3.9M |
| 4Thought Financial Group Inc. | 2.52% | Add +7.0% | 150,251 | $3.8M |
| US Bancorp \de | 0.00% | New | 137,491 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +4326.4% | 128,276 | $3.3M |
| Evergreen Private Wealth LLC | 1.46% | New | 114,121 | $2.9M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +4.4% | 109,764 | $2.8M |
| Kestra Advisory Services, LLC | 0.02% | New | 105,795 | $2.7M |
| Venture Visionary Partners LLC | 0.12% | Add +0.3% | 98,203 | $2.5M |
| Sandy Spring Bank | 0.11% | Add +39.4% | 93,902 | $2.4M |
| Parallel Advisors, LLC | 0.06% | Add +77.3% | 90,134 | $2.3M |
| Raymond James & Associates | 0.00% | Add +48.0% | 76,392 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.36% | Add +8.7% | 75,103 | $1.9M |
| Archford Capital Strategies, LLC | 0.30% | Reduce -0.5% | 69,767 | $1.8M |
| Probity Advisors, Inc. | 0.37% | Add +87.0% | 69,494 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.0% | 68,908 | $1.8M |
| MCF Advisors LLC | 0.13% | Add +11.6% | 65,228 | $1.7M |
| Panoramic Investment Advisors, LLC | 1.16% | Add +112.0% | 61,978 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.8% | 51,029 | $1.3M |
| Mariner, LLC | 0.00% | Add +190.9% | 48,340 | $1.2M |
| Stonebrook Private Inc. | 0.28% | Add +70.2% | 37,957 | $967K |
| Seneca House Advisors | 0.42% | New | 37,704 | $961K |
| Little House Capital LLC | 0.31% | New | 36,388 | $927K |
| Citadel Advisors | 0.00% | Reduce -40.5% | 33,038 | $842K |
| Coldstream Capital Management Inc. | 0.02% | Add +7.2% | 29,693 | $757K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +7.3% | 26,529 | $676K |
| Captrust Financial Advisors | 0.00% | Add +7.8% | 25,918 | $660K |
| Benjamin Edwards Inc. | 0.11% | Reduce -9.1% | 21,379 | $545K |
| LPL Financial LLC | 0.00% | New | 20,915 | $533K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +81.5% | 20,790 | $530K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.5% | 20,167 | $514K |
| MML Investors Services, LLC | 0.00% | Add +22.8% | 19,409 | $495K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +25.1% | 19,372 | $494K |
| Lincoln National Corp. | 0.01% | New | 17,920 | $457K |
| Stifel Financial Corp. | 0.00% | New | 17,718 | $451K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 16,477 | $420K |
| Lido Advisors, LLC | 0.00% | New | 15,972 | $407K |
| Associated Banc-Corp | 0.01% | New | 15,875 | $404K |
| Mutual Advisors, LLC | 0.01% | New | 12,030 | $307K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -62.1% | 11,780 | $300K |
| Montecito Bank & Trust | 0.06% | New | 11,742 | $299K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,522 | $294K |
| Avantax Advisory Services, Inc. | 0.00% | Add +42.5% | 11,426 | $291K |
| REDW Wealth LLC | 0.07% | New | 10,916 | $278K |
| Mgo One Seven LLC | 0.01% | New | 10,539 | $269K |
| Executive Wealth Management, LLC | 0.02% | New | 10,255 | $258K |
| Segment Wealth Management, LLC | 0.02% | New | 9,480 | $242K |
| Ellis Investment Partners, LLC | 0.05% | Add +3.0% | 8,448 | $215K |
| Addison Advisors LLC | 0.07% | New | 8,260 | $210K |
| Comerica Bank | 0.00% | Add +84.0% | 7,099 | $181K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 4,970 | $127K |
| Adirondack Trust Co. | 0.04% | Add +5462.7% | 3,282 | $84K |
| CVA Family Office, LLC | 0.01% | New | 2,755 | $70K |
| IFP Advisors, Inc | 0.00% | Reduce -37.9% | 2,297 | $59K |
| CENTRAL TRUST Co | 0.00% | Add +54.4% | 1,184 | $30K |
| BlackRock Inc. | 0.00% | New | 1,160 | $30K |
| NewEdge Advisors, LLC | 0.00% | New | 614 | $16K |
| Osaic Holdings, Inc. | 0.00% | New | 336 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | New | 24 | $612 |
"% 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.