iShares Ibonds Dec 2033IBDYETF
13F holders, Q4 2024 (December 31)96holders
11new positions
9sold out
$25.11avg. 13F price*
At the end of Q4 2024, 96 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, unchanged from Q3 2024. 11 opened new positions and 9 sold out. The largest holders were Aptus Capital Advisors, LLC ($70.3M), Capital Investment Advisors, LLC ($52.1M) and First Interstate Bank ($51.7M).
- Company
- iShares Ibonds Dec 2033 Corp.
- CUSIP
- 46436E130
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $14.0M |
| Exits | 9 | $10.1M |
All 13F filers, Q3 2024 → Q4 2024: 3,695,682 shares bought and 1,008,234 shares sold, net +2,687,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Aptus Capital Advisors, LLC | 0.84% | Add +86.5% | 2,800,202 | $70.3M |
| Capital Investment Advisors, LLC | 1.06% | Add +18.5% | 2,074,882 | $52.1M |
| First Interstate Bank | 3.13% | Add +1.7% | 2,058,282 | $51.7M |
| Bank of America Corp. | 0.00% | Add +18.7% | 1,242,538 | $31.2M |
| Summitry LLC | 1.13% | Reduce -36.9% | 915,771 | $23.0M |
| Morgan Stanley | 0.00% | Add +20.4% | 758,429 | $19.0M |
| MV Capital Management, Inc. | 2.02% | Add +27.8% | 752,395 | $18.9M |
| Envision Financial Planning, LLC | 8.23% | Add +2.9% | 634,282 | $15.9M |
| US Bancorp \de | 0.02% | Reduce -1.9% | 587,472 | $14.7M |
| Arrow Financial Corp | 1.36% | Add +4.7% | 572,653 | $14.4M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 498,914 | $12.5M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.6% | 484,637 | $12.2M |
| Mb, Levis & Associates, LLC | 5.82% | Add +1.6% | 462,939 | $11.6M |
| Instrumental Wealth, LLC | 8.50% | Add +8.8% | 353,696 | $9.0M |
| UBS Group AG | 0.00% | Add +18.8% | 344,498 | $8.6M |
| Sigma Investment Counselors Inc. | 0.49% | New | 330,664 | $8.3M |
| Confluence Investment Management LLC | 0.11% | Add +0.8% | 311,170 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +1587.6% | 241,036 | $6.0M |
| Guidance Point Advisors, LLC | 1.69% | Add +4.4% | 230,378 | $5.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +26.3% | 223,697 | $5.6M |
| Raymond James Financial Inc. | 0.00% | — | 193,167 | $4.8M |
| Parallel Advisors, LLC | 0.11% | Add +24.1% | 192,922 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -6.3% | 184,041 | $4.6M |
| Sandy Spring Bank | 0.18% | Add +4.0% | 178,121 | $4.5M |
| Krilogy Financial LLC | 0.30% | Add +9.2% | 176,568 | $4.4M |
| James Investment Research, Inc. | 0.49% | Add +0.2% | 163,446 | $4.1M |
| 4Thought Financial Group Inc. | 2.51% | Add +0.2% | 161,455 | $4.1M |
| Benjamin Edwards Inc. | 0.06% | Add +3.2% | 158,174 | $4.0M |
| Sabal Trust CO | 0.23% | Add +42.6% | 156,401 | $3.9M |
| Lido Advisors, LLC | 0.02% | Add +857.4% | 152,923 | $3.8M |
| Executive Wealth Management, LLC | 0.27% | Add +39.6% | 137,110 | $3.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.2% | 124,171 | $3.1M |
| Venture Visionary Partners LLC | 0.13% | Add +4.5% | 120,608 | $3.0M |
| Probity Advisors, Inc. | 0.58% | Add +21.9% | 120,296 | $3.0M |
| Evergreen Private Wealth LLC | 1.38% | Add +2.2% | 116,950 | $2.9M |
| Cwm, LLC | 0.01% | Add +8.4% | 114,808 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +29.6% | 92,415 | $2.3M |
| Seneca House Advisors | 0.89% | Add +11.8% | 88,938 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.34% | Add +2.5% | 82,167 | $2.1M |
| Signature Wealth Management Group | 0.81% | New | 80,344 | $2.0M |
| Stonebrook Private Inc. | 0.51% | Add +9.9% | 78,305 | $2.0M |
| Archford Capital Strategies, LLC | 0.29% | Add +3.1% | 75,589 | $1.9M |
| Mariner, LLC | 0.00% | Add +25.1% | 73,933 | $1.9M |
| MCF Advisors LLC | 0.12% | Add +1.5% | 67,708 | $1.7M |
| Wilkins Miller Wealth Management, LLC | 1.67% | — | 63,683 | $1.6M |
| Estate Counselors, LLC | 0.17% | Add +0.0% | 62,206 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +28.9% | 53,119 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +73.8% | 48,484 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -7.3% | 46,197 | $1.2M |
| Little House Capital LLC | 0.32% | Reduce -1.5% | 44,914 | $1.1M |
| LPL Financial LLC | 0.00% | Add +26.8% | 43,013 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +14.2% | 42,052 | $1.1M |
| Segment Wealth Management, LLC | 0.07% | Add +341.4% | 41,840 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +8.8% | 41,607 | $1.0M |
| Paradigm, Strategies in Wealth Management, LLC | 0.68% | Add +2.5% | 41,016 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | New | 37,576 | $943K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | New | 36,116 | $907K |
| Associated Banc-Corp | 0.02% | Add +32.8% | 32,200 | $808K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.5% | 29,609 | $743K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.0% | 27,762 | $697K |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.0% | 27,442 | $689K |
| Montecito Bank & Trust | 0.12% | No change | 27,155 | $682K |
| Mendota Financial Group, LLC | 0.40% | Add +76.8% | 24,402 | $612K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 22,684 | $569K |
| Stokes Family Office, LLC | 0.06% | Add +12.7% | 22,250 | $558K |
| Adirondack Trust Co. | 0.19% | Add +183.7% | 20,077 | $504K |
| CVA Family Office, LLC | 0.08% | No change | 19,662 | $494K |
| Meitav Investment House Ltd. | 0.01% | New | 19,404 | $486K |
| Avantax Advisory Services, Inc. | 0.00% | Add +19.1% | 19,025 | $478K |
| Addison Advisors LLC | 0.12% | Add +7.4% | 17,727 | $445K |
| Farnam Financial LLC | 0.41% | New | 15,810 | $397K |
| Jacobi Capital Management LLC | 0.03% | Add +47.3% | 15,140 | $380K |
| IFP Advisors, Inc | 0.01% | Add +29.8% | 14,460 | $363K |
| Stifel Financial Corp. | 0.00% | Reduce -3.4% | 14,288 | $359K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +15.3% | 13,903 | $349K |
| Private Advisor Group, LLC | 0.00% | No change | 12,558 | $315K |
| Susquehanna International Group, LLP | 0.00% | New | 11,279 | $283K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.6% | 11,170 | $280K |
| Gradient Capital Advisors, LLC | 0.09% | Add +27.6% | 10,699 | $269K |
| Mgo One Seven LLC | 0.01% | Add +2.3% | 10,686 | $268K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.3% | 8,727 | $219K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 8,718 | $219K |
| REDW Wealth LLC | 0.08% | Reduce -38.2% | 8,686 | $218K |
| United Capital Financial Advisors, LLC | 0.00% | New | 8,408 | $211K |
| Fulton Breakefield Broenniman LLC | 0.01% | New | 8,360 | $210K |
| Hendershot Investments Inc. | 0.03% | No change | 7,953 | $200K |
| Comerica Bank | 0.00% | Reduce -0.2% | 7,336 | $184K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | Add +18.1% | 5,870 | $147K |
| Hemington Wealth Management | 0.02% | Add +5.1% | 2,638 | $66K |
| Trust Co | 0.01% | No change | 1,927 | $48K |
| First United Bank & Trust | 0.02% | New | 1,855 | $47K |
| CENTRAL TRUST Co | 0.00% | Add +0.8% | 1,388 | $35K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 1,294 | $32K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +96.5% | 969 | $24K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 839 | $21K |
| BlackRock, Inc. | 0.00% | Add +4.3% | 49 | $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.