iShares Ibonds Dec 2033IBDYETF
13F holders, Q3 2024 (September 30)96holders +16
18new positions
2sold out
1famous investor
$26.39avg. 13F price*
At the end of Q3 2024, 96 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, up 16 from Q2 2024. 18 opened new positions and 2 sold out. The largest holders were First Interstate Bank ($53.4M), Capital Investment Advisors, LLC ($46.2M) and Gateway Advisory, LLC ($45.0M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.0M |
| Exits | 2 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 3,017,521 shares bought and 136,166 shares sold, net +2,881,355 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| First Interstate Bank | 3.25% | Add +1.7% | 2,023,694 | $53.4M |
| Capital Investment Advisors, LLC | 0.95% | Add +23.9% | 1,751,426 | $46.2M |
| Gateway Advisory, LLC | 7.25% | Add +3.2% | 1,703,565 | $45.0M |
| Aptus Capital Advisors, LLC | 0.60% | Add +38.0% | 1,501,780 | $39.6M |
| Summitry LLC | 1.83% | Add +1.7% | 1,451,135 | $38.3M |
| Bank of America Corp. | 0.00% | Add +52.8% | 1,046,919 | $27.6M |
| Morgan Stanley | 0.00% | Add +21.9% | 629,665 | $16.6M |
| Envision Financial Planning, LLC | 8.56% | Add +3.1% | 616,161 | $16.3M |
| US Bancorp \de | 0.02% | Add +138.5% | 598,565 | $15.8M |
| MV Capital Management, Inc. | 1.65% | Add +12.0% | 588,976 | $15.5M |
| Arrow Financial Corp | 1.33% | Add +6.4% | 546,730 | $14.4M |
| Rockefeller Capital Management L.P. | 0.04% | Add +7.1% | 492,452 | $13.0M |
| Wells Fargo & Company | 0.00% | Add +6.0% | 468,489 | $12.4M |
| Mb, Levis & Associates, LLC | 5.93% | Add +1.6% | 455,817 | $12.0M |
| Instrumental Wealth, LLC | 8.23% | Add +3.4% | 325,162 | $8.4M |
| Confluence Investment Management LLC | 0.11% | Reduce -3.2% | 308,623 | $8.1M |
| UBS Group AG | 0.00% | Add +25.4% | 290,062 | $7.7M |
| Guidance Point Advisors, LLC | 1.77% | Reduce -6.1% | 220,590 | $5.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.8% | 196,419 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Add +28.9% | 177,170 | $4.7M |
| Sandy Spring Bank | 0.19% | Add +17.7% | 171,231 | $4.5M |
| James Investment Research, Inc. | 0.50% | Reduce -6.3% | 163,101 | $4.3M |
| Krilogy Financial LLC | 0.29% | Add +5.9% | 161,688 | $4.3M |
| 4Thought Financial Group Inc. | 2.63% | Add +1.2% | 161,199 | $4.3M |
| Parallel Advisors, LLC | 0.10% | Add +62.4% | 155,467 | $4.1M |
| Benjamin Edwards Inc. | 0.06% | Add +500.7% | 153,327 | $4.0M |
| Venture Visionary Partners LLC | 0.14% | Add +4.8% | 115,378 | $3.0M |
| Evergreen Private Wealth LLC | 1.40% | Add +1.1% | 114,442 | $3.0M |
| Sabal Trust CO | 0.16% | Add +74.2% | 109,712 | $2.9M |
| Citadel Advisors | 0.00% | Add +152.1% | 106,247 | $2.8M |
| Cwm, LLC | 0.01% | Add +10.5% | 105,894 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.0% | 101,601 | $2.7M |
| Probity Advisors, Inc. | 0.50% | Add +13.4% | 98,723 | $2.6M |
| Executive Wealth Management, LLC | 0.20% | New | 98,241 | $2.6M |
| Raymond James & Associates | 0.00% | Add +33.0% | 96,867 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +76.7% | 84,064 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.44% | Add +16.0% | 80,151 | $2.1M |
| Seneca House Advisors | 0.89% | Add +8.0% | 79,586 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | New | 73,124 | $1.9M |
| Archford Capital Strategies, LLC | 0.29% | Reduce -2.0% | 73,338 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Add +22.0% | 71,313 | $1.9M |
| Stonebrook Private Inc. | 0.50% | Add +43.1% | 71,238 | $1.9M |
| MCF Advisors LLC | 0.12% | Add +1.1% | 66,697 | $1.8M |
| Estate Counselors, LLC | 0.17% | Reduce -0.2% | 62,185 | $1.6M |
| Quantum Financial Advisors, LLC | 0.24% | New | 59,158 | $1.6M |
| Mariner, LLC | 0.00% | Add +0.8% | 59,097 | $1.6M |
| Flow Traders U.S. LLC | 0.08% | New | 56,310 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +239.3% | 49,813 | $1.3M |
| Exchange Capital Management, Inc. | 0.20% | New | 49,151 | $1.2M |
| Little House Capital LLC | 0.35% | Add +3.9% | 45,616 | $1.2M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -5.0% | 41,198 | $1.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +12.6% | 40,832 | $1.1M |
| Paradigm, Strategies in Wealth Management, LLC | 0.69% | New | 40,027 | $1.1M |
| Royal Bank of Canada | 0.00% | Reduce -49.5% | 38,244 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +20.0% | 36,837 | $972K |
| LPL Financial LLC | 0.00% | Add +17.4% | 33,930 | $896K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.4% | 28,593 | $755K |
| Osaic Holdings, Inc. | 0.00% | Add +30.8% | 28,580 | $755K |
| Captrust Financial Advisors | 0.00% | Add +7.1% | 27,888 | $736K |
| Montecito Bank & Trust | 0.12% | Add +53.0% | 27,155 | $717K |
| Associated Banc-Corp | 0.02% | Add +6.6% | 24,250 | $640K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 22,684 | $599K |
| Stokes Family Office, LLC | 0.06% | No change | 19,750 | $521K |
| CVA Family Office, LLC | 0.08% | Add +1.4% | 19,662 | $519K |
| Panoramic Investment Advisors, LLC | 0.35% | — | 18,978 | $501K |
| Addison Advisors LLC | 0.12% | Add +15.9% | 16,502 | $436K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.1% | 15,979 | $422K |
| Lido Advisors, LLC | 0.00% | Reduce -34.9% | 15,972 | $422K |
| Stifel Financial Corp. | 0.00% | Reduce -5.2% | 14,785 | $390K |
| Janney Montgomery Scott LLC | 0.00% | New | 14,283 | $377K |
| REDW Wealth LLC | 0.10% | No change | 14,050 | $371K |
| Mendota Financial Group, LLC | 0.17% | New | 13,806 | $364K |
| Private Advisor Group, LLC | 0.00% | New | 12,558 | $332K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.9% | 12,060 | $318K |
| Mutual Advisors, LLC | 0.01% | No change | 12,085 | $311K |
| IFP Advisors, Inc | 0.01% | Add +385.1% | 11,144 | $294K |
| Mgo One Seven LLC | 0.01% | Reduce -1.3% | 10,443 | $276K |
| Jacobi Capital Management LLC | 0.02% | New | 10,278 | $271K |
| Segment Wealth Management, LLC | 0.02% | No change | 9,480 | $250K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.0% | 8,614 | $227K |
| Gradient Capital Advisors, LLC | 0.07% | New | 8,383 | $221K |
| Safeguard Financial, LLC | 0.05% | New | 8,062 | $213K |
| Hendershot Investments Inc. | 0.03% | No change | 7,953 | $210K |
| Comerica Bank | 0.00% | No change | 7,348 | $194K |
| Banque Cantonale Vaudoise | 0.01% | New | 7,143 | $189K |
| Adirondack Trust Co. | 0.07% | Add +20.6% | 7,077 | $187K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 4,970 | $131K |
| Hemington Wealth Management | 0.02% | New | 2,509 | $64K |
| Trust Co | 0.01% | New | 1,927 | $51K |
| First PREMIER Bank | 0.01% | New | 1,736 | $46K |
| CENTRAL TRUST Co | 0.00% | Add +0.7% | 1,377 | $36K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 1,294 | $34K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 839 | $22K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 493 | $13K |
| Abound Wealth Management | 0.00% | New | 272 | $7K |
| BlackRock, Inc. | 0.00% | — | 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.