iShares Ibonds Dec 2033IBDYETF
13F holders, Q1 2025 (March 31)113holders +17
24new positions
8sold out
1famous investor
$25.56avg. 13F price*
At the end of Q1 2025, 113 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, up 17 from Q4 2024. 24 opened new positions and 8 sold out. The largest holders were Capital Investment Advisors, LLC ($58.0M), First Interstate Bank ($48.8M) and Bank of America Corp. ($36.5M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $26.8M |
| Exits | 8 | $73.7M |
All 13F filers, Q4 2024 → Q1 2025: 2,951,522 shares bought and 3,161,191 shares sold, net −209,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 113 holders
| Capital Investment Advisors, LLC | 1.14% | Add +9.4% | 2,269,615 | $58.0M |
| First Interstate Bank | 2.91% | Reduce -7.3% | 1,909,062 | $48.8M |
| Bank of America Corp. | 0.00% | Add +14.9% | 1,427,392 | $36.5M |
| Summitry LLC | 1.24% | Add +4.4% | 955,689 | $24.4M |
| Sigma Investment Counselors Inc. | 1.35% | Add +162.1% | 866,769 | $22.2M |
| Morgan Stanley | 0.00% | Add +13.8% | 862,944 | $22.1M |
| MV Capital Management, Inc. | 2.20% | Add +6.6% | 801,952 | $20.5M |
| US Bancorp \de | 0.02% | Add +16.4% | 683,823 | $17.5M |
| Envision Financial Planning, LLC | 8.48% | Add +2.6% | 650,671 | $16.6M |
| Arrow Financial Corp | 1.63% | Reduce -0.3% | 570,865 | $14.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.2% | 505,194 | $12.9M |
| Wells Fargo & Company | 0.00% | Add +0.6% | 501,874 | $12.8M |
| Mb, Levis & Associates, LLC | 5.54% | Add +0.8% | 466,650 | $11.9M |
| PFG Private Wealth Management, LLC | 5.54% | New | 400,847 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +109.2% | 385,094 | $9.8M |
| UBS Group AG | 0.00% | Add +11.1% | 382,726 | $9.8M |
| Instrumental Wealth, LLC | 8.20% | Add +0.7% | 355,992 | $9.1M |
| Confluence Investment Management LLC | 0.11% | Reduce -0.9% | 308,505 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +17.1% | 282,148 | $7.2M |
| Raymond James Financial Inc. | 0.00% | Add +27.2% | 245,714 | $6.3M |
| Guidance Point Advisors, LLC | 1.76% | Add +1.3% | 233,456 | $6.0M |
| Kestra Advisory Services, LLC | 0.03% | Add +0.8% | 225,569 | $5.8M |
| Sandy Spring Bank | 0.21% | Add +10.8% | 197,294 | $5.0M |
| Krilogy Financial LLC | 0.32% | Add +10.2% | 194,645 | $5.0M |
| Lido Advisors, LLC | 0.03% | Add +16.1% | 177,540 | $4.5M |
| Sabal Trust CO | 0.25% | Add +11.7% | 174,661 | $4.5M |
| Parallel Advisors, LLC | 0.10% | Reduce -10.8% | 172,033 | $4.4M |
| Benjamin Edwards Inc. | 0.06% | Add +5.4% | 166,648 | $4.3M |
| 4Thought Financial Group Inc. | 2.60% | Add +1.9% | 164,606 | $4.2M |
| James Investment Research, Inc. | 0.51% | Reduce -4.0% | 156,867 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +18.7% | 147,341 | $3.8M |
| Jane Street Group, LLC | 0.01% | New | 136,191 | $3.5M |
| Probity Advisors, Inc. | 0.63% | Add +6.0% | 127,563 | $3.3M |
| Venture Visionary Partners LLC | 0.13% | Add +1.8% | 122,810 | $3.1M |
| Cwm, LLC | 0.01% | Add +4.7% | 120,143 | $3.1M |
| Evergreen Private Wealth LLC | 1.42% | Add +1.6% | 118,815 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +8.3% | 100,116 | $2.6M |
| Marathon Mission, Inc. | 1.65% | New | 92,303 | $2.4M |
| Seneca House Advisors | 0.98% | Add +1.0% | 89,844 | $2.3M |
| Signature Wealth Management Group | 0.86% | Add +7.6% | 86,472 | $2.2M |
| Stonebrook Private Inc. | 0.56% | Add +7.1% | 83,872 | $2.1M |
| McGlone Suttner Wealth Management, Inc. | 0.35% | Add +1.1% | 83,092 | $2.1M |
| Mariner, LLC | 0.00% | Add +4.6% | 77,322 | $2.0M |
| Archford Capital Strategies, LLC | 0.29% | Add +2.1% | 77,203 | $2.0M |
| MCF Advisors LLC | 0.13% | Add +6.6% | 72,151 | $1.8M |
| Citadel Advisors | 0.00% | New | 70,056 | $1.8M |
| LPL Financial LLC | 0.00% | Add +54.5% | 66,453 | $1.7M |
| Wilkins Miller Wealth Management, LLC | 1.26% | Add +2.9% | 65,550 | $1.7M |
| Estate Counselors, LLC | 0.17% | Add +3.0% | 64,046 | $1.6M |
| Quantum Financial Advisors, LLC | 0.23% | New | 60,663 | $1.6M |
| Lyell Wealth Management, LP | 0.13% | New | 56,120 | $1.4M |
| Coldstream Capital Management Inc. | 0.03% | No change | 53,119 | $1.4M |
| Royal Bank of Canada | 0.00% | Add +25.0% | 52,008 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 48,499 | $1.2M |
| Segment Wealth Management, LLC | 0.08% | Add +12.6% | 47,100 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | Add +142.8% | 47,116 | $1.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +56.4% | 46,317 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +22.0% | 45,847 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +6.8% | 44,903 | $1.1M |
| Little House Capital LLC | 0.30% | Reduce -3.4% | 43,390 | $1.1M |
| Paradigm, Strategies in Wealth Management, LLC | 0.74% | Add +4.0% | 42,672 | $1.1M |
| Flow Traders U.S. LLC | 0.05% | New | 42,415 | $1.1M |
| NovaPoint Capital, LLC | 0.29% | New | 36,218 | $926K |
| Associated Banc-Corp | 0.03% | Add +5.3% | 33,900 | $866K |
| Adirondack Trust Co. | 0.33% | Add +63.1% | 32,749 | $837K |
| Montecito Bank & Trust | 0.12% | Add +1.0% | 27,429 | $701K |
| Stokes Family Office, LLC | 0.08% | Add +22.5% | 27,250 | $697K |
| Keeler Thomas Management LLC | 0.33% | New | 26,031 | $665K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 22,684 | $580K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +61.5% | 22,457 | $574K |
| Cetera Investment Advisers | 0.00% | New | 22,328 | $571K |
| Avantax Advisory Services, Inc. | 0.00% | Add +15.6% | 21,995 | $562K |
| Addison Advisors LLC | 0.15% | Add +18.1% | 20,932 | $535K |
| IFP Advisors, Inc | 0.02% | Add +39.7% | 20,204 | $516K |
| CVA Family Office, LLC | 0.08% | No change | 19,662 | $503K |
| International Assets Investment Management, LLC | 0.04% | New | 18,136 | $464K |
| Jacobi Capital Management LLC | 0.03% | Add +9.7% | 16,615 | $425K |
| Farnam Financial LLC | 0.41% | No change | 15,810 | $404K |
| Advisory Services Network, LLC | 0.01% | New | 15,419 | $394K |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 14,333 | $366K |
| Mgo One Seven LLC | 0.01% | Add +28.2% | 13,702 | $350K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.8% | 13,494 | $345K |
| Mutual Advisors, LLC | 0.01% | Add +16.0% | 12,956 | $330K |
| Private Advisor Group, LLC | 0.00% | No change | 12,558 | $321K |
| StoneX Group Inc. | 0.02% | New | 12,402 | $317K |
| Glenview Trust Co | 0.01% | New | 11,862 | $303K |
| Gradient Capital Advisors, LLC | 0.09% | No change | 10,699 | $273K |
| Ameriprise Financial Inc. | 0.00% | New | 10,125 | $259K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +17.8% | 9,850 | $252K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.9% | 9,493 | $243K |
| United Capital Financial Advisors, LLC | 0.00% | Add +12.3% | 9,440 | $241K |
| Kintra Wealth, LLC | 0.16% | New | 9,275 | $237K |
| Valmark Advisers, Inc. | 0.00% | New | 8,580 | $219K |
| Sound Income Strategies, LLC | 0.01% | New | 8,280 | $212K |
| First National Trust Co | 0.01% | New | 8,219 | $210K |
| Comerica Bank | 0.00% | Add +9.3% | 8,022 | $205K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 7,974 | $204K |
| Hendershot Investments Inc. | 0.03% | No change | 7,953 | $203K |
| Banque Cantonale Vaudoise | 0.01% | — | 7,512 | $192K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | No change | 5,870 | $150K |
"% 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.