iShares Ibonds Dec 2033IBDYETF
13F holders, Q2 2024 (June 30)80holders +2
9new positions
6sold out
1famous investor
$25.21avg. 13F price*
At the end of Q2 2024, 80 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, up 2 from Q1 2024. 9 opened new positions and 6 sold out. The largest holders were First Interstate Bank ($50.1M), Gateway Advisory, LLC ($41.6M) and Summitry LLC ($36.0M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $8.3M |
| Exits | 6 | $2.5M |
All 13F filers, Q1 2024 → Q2 2024: 3,911,850 shares bought and 342,437 shares sold, net +3,569,413 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| First Interstate Bank | 3.33% | Add +103.9% | 1,989,718 | $50.1M |
| Gateway Advisory, LLC | 7.07% | Add +7.0% | 1,651,105 | $41.6M |
| Summitry LLC | 1.86% | Add +58.3% | 1,427,182 | $36.0M |
| Capital Investment Advisors, LLC | 0.81% | Add +22.9% | 1,413,220 | $35.6M |
| Aptus Capital Advisors, LLC | 0.52% | Add +207.8% | 1,088,122 | $27.4M |
| Bank of America Corp. | 0.00% | Add +14.0% | 685,095 | $17.3M |
| Envision Financial Planning, LLC | 11.52% | Add +3.9% | 597,502 | $15.1M |
| MV Capital Management, Inc. | 1.49% | Add +10.2% | 525,673 | $13.2M |
| Morgan Stanley | 0.00% | Add +3.0% | 516,566 | $13.0M |
| Arrow Financial Corp | 1.26% | Add +15.0% | 513,854 | $12.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.7% | 459,969 | $11.6M |
| Mb, Levis & Associates, LLC | 5.94% | Add +5.2% | 448,643 | $11.3M |
| Wells Fargo & Company | 0.00% | Add +10.9% | 442,009 | $11.1M |
| Confluence Investment Management LLC | 0.12% | Reduce -0.8% | 318,866 | $8.0M |
| Instrumental Wealth, LLC | 8.25% | Add +3.8% | 314,545 | $8.0M |
| US Bancorp \de | 0.01% | Add +82.5% | 250,972 | $6.3M |
| Guidance Point Advisors, LLC | 1.93% | Add +31.1% | 235,014 | $5.9M |
| UBS Group AG | 0.00% | Add +9.3% | 231,393 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +30.8% | 204,215 | $5.1M |
| James Investment Research, Inc. | 0.52% | Reduce -1.3% | 174,008 | $4.4M |
| 4Thought Financial Group Inc. | 2.49% | Add +6.0% | 159,233 | $4.0M |
| Krilogy Financial LLC | 0.28% | Reduce -0.8% | 152,686 | $3.8M |
| Sandy Spring Bank | 0.16% | Add +55.0% | 145,531 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +29.9% | 137,409 | $3.5M |
| Benjamin F. Edwards & Company, Inc. | 0.05% | Add +12.2% | 123,192 | $3.1M |
| Evergreen Private Wealth LLC | 1.41% | Reduce -0.8% | 113,229 | $2.9M |
| Venture Visionary Partners LLC | 0.13% | Add +12.1% | 110,095 | $2.8M |
| Cwm, LLC | 0.01% | New | 95,796 | $2.4M |
| Parallel Advisors, LLC | 0.06% | Add +6.2% | 95,713 | $2.4M |
| Probity Advisors, Inc. | 0.45% | Add +25.3% | 87,076 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.8% | 83,955 | $2.1M |
| Royal Bank of Canada | 0.00% | Reduce -40.9% | 75,774 | $1.9M |
| Archford Capital Strategies, LLC | 0.31% | Add +7.3% | 74,863 | $1.9M |
| Seneca House Advisors | 0.81% | Add +95.4% | 73,666 | $1.9M |
| Raymond James & Associates | 0.00% | Reduce -4.7% | 72,822 | $1.8M |
| McGlone Suttner Wealth Management, Inc. | 0.37% | Reduce -8.0% | 69,079 | $1.8M |
| MCF Advisors LLC | 0.13% | Add +1.1% | 65,960 | $1.7M |
| Sabal Trust CO | 0.09% | New | 62,978 | $1.6M |
| Estate Counselors, LLC | 0.17% | New | 62,300 | $1.6M |
| Mariner, LLC | 0.00% | Add +21.3% | 58,623 | $1.5M |
| HighTower Advisors, LLC | 0.00% | New | 58,447 | $1.5M |
| Stonebrook Private Inc. | 0.36% | Add +31.1% | 49,765 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -78.1% | 47,570 | $1.2M |
| Little House Capital LLC | 0.35% | Add +20.6% | 43,894 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +46.0% | 43,344 | $1.1M |
| Citadel Advisors | 0.00% | Add +27.6% | 42,144 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +36.7% | 36,269 | $914K |
| MML Investors Services, LLC | 0.00% | Add +58.1% | 30,696 | $774K |
| LPL Financial LLC | 0.00% | Add +38.2% | 28,910 | $729K |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 26,048 | $656K |
| Benjamin Edwards Inc. | 0.12% | Add +19.4% | 25,524 | $643K |
| Lido Advisors, LLC | 0.01% | Add +53.6% | 24,528 | $618K |
| Associated Banc-Corp | 0.02% | Add +43.3% | 22,750 | $573K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +17.1% | 22,684 | $572K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +7.2% | 22,281 | $561K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +35.2% | 22,270 | $561K |
| Osaic Holdings, Inc. | 0.00% | Add +6403.6% | 21,852 | $551K |
| Stokes Family Office, LLC | 0.06% | New | 19,750 | $498K |
| CVA Family Office, LLC | 0.09% | Add +603.5% | 19,382 | $488K |
| Old Mission Capital LLC | 0.01% | New | 18,661 | $470K |
| Montecito Bank & Trust | 0.09% | Add +51.1% | 17,743 | $447K |
| Avantax Advisory Services, Inc. | 0.00% | Add +38.4% | 15,808 | $398K |
| Stifel Financial Corp. | 0.00% | Reduce -12.0% | 15,590 | $393K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +24.6% | 14,683 | $370K |
| Addison Advisors LLC | 0.12% | Add +72.4% | 14,242 | $359K |
| REDW Wealth LLC | 0.09% | Add +28.7% | 14,050 | $354K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +13.7% | 13,097 | $330K |
| Mutual Advisors, LLC | 0.01% | Add +0.5% | 12,085 | $309K |
| Mgo One Seven LLC | 0.01% | Add +0.4% | 10,583 | $267K |
| Segment Wealth Management, LLC | 0.02% | No change | 9,480 | $239K |
| Ellis Investment Partners, LLC | 0.05% | Add +1.0% | 8,530 | $215K |
| Hendershot Investments Inc. | 0.03% | New | 7,953 | $200K |
| Comerica Bank | 0.00% | Add +3.5% | 7,348 | $185K |
| Adirondack Trust Co. | 0.06% | Add +78.8% | 5,868 | $148K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 4,970 | $127K |
| IFP Advisors, Inc | 0.00% | No change | 2,297 | $58K |
| CENTRAL TRUST Co | 0.00% | Add +15.5% | 1,368 | $34K |
| Spectrum Wealth Counsel, LLC | 0.00% | New | 1,294 | $33K |
| Knights of Columbus Asset Advisors LLC | 0.00% | New | 839 | $21K |
| BlackRock Inc. | 0.00% | Reduce -96.0% | 47 | $1K |
"% 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.