iShares Ibonds Dec 2033IBDYETF
13F holders, Q2 2025 (June 30)120holders +7
20new positions
9sold out
$26.02avg. 13F price*
At the end of Q2 2025, 120 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, up 7 from Q1 2025. 20 opened new positions and 9 sold out. The largest holders were Capital Investment Advisors, LLC ($68.1M), First Interstate Bank ($48.4M) and Bank of America Corp. ($36.0M).
- Company
- iShares Ibonds Dec 2033 Corp.
- CUSIP
- 46436E130
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $17.1M |
| Exits | 9 | $7.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,108,253 shares bought and 665,572 shares sold, net +1,442,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Capital Investment Advisors, LLC | 1.20% | Add +11.5% | 2,531,308 | $68.1M |
| First Interstate Bank | 2.84% | Reduce -2.2% | 1,866,918 | $48.4M |
| Bank of America Corp. | 0.00% | Reduce -2.8% | 1,388,008 | $36.0M |
| Sigma Investment Counselors Inc. | 1.45% | Add +17.4% | 1,017,190 | $26.4M |
| Summitry LLC | 1.16% | Add +3.4% | 988,455 | $25.6M |
| Morgan Stanley | 0.00% | Add +11.2% | 959,753 | $24.9M |
| MV Capital Management, Inc. | 2.11% | Reduce -1.0% | 793,721 | $20.6M |
| US Bancorp \de | 0.03% | Add +14.3% | 781,335 | $20.2M |
| Envision Financial Planning, LLC | 8.21% | Add +4.1% | 677,596 | $17.6M |
| Arrow Financial Corp | 1.54% | Reduce -0.8% | 566,352 | $14.7M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.4% | 492,919 | $12.8M |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 486,165 | $12.6M |
| Mb, Levis & Associates, LLC | 5.40% | Add +1.7% | 474,707 | $12.3M |
| PFG Private Wealth Management, LLC | 5.50% | Add +2.9% | 412,568 | $10.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.2% | 376,601 | $9.8M |
| UBS Group AG | 0.00% | Reduce -3.0% | 371,078 | $9.6M |
| Instrumental Wealth, LLC | 7.45% | Add +3.1% | 367,159 | $9.4M |
| Confluence Investment Management LLC | 0.11% | Reduce -0.4% | 307,307 | $8.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.8% | 304,136 | $7.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.4% | 249,063 | $6.5M |
| Guidance Point Advisors, LLC | 1.68% | Add +4.3% | 243,451 | $6.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.9% | 243,387 | $6.3M |
| Atlantic Union Bankshares Corp | 0.12% | New | 203,241 | $5.3M |
| Lido Advisors, LLC | 0.03% | Add +7.4% | 190,609 | $4.9M |
| Parallel Advisors, LLC | 0.10% | Add +9.5% | 188,406 | $4.9M |
| Krilogy Financial LLC | 0.27% | Reduce -5.1% | 184,691 | $4.8M |
| Hancock Whitney Corp. | 0.09% | New | 182,942 | $4.7M |
| Benjamin Edwards Inc. | 0.06% | Add +5.7% | 176,136 | $4.6M |
| Ameriprise Financial Inc. | 0.00% | Add +1637.7% | 175,946 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +233.0% | 173,201 | $4.5M |
| 4Thought Financial Group Inc. | 2.32% | Add +2.4% | 168,539 | $4.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 155,955 | $4.0M |
| James Investment Research, Inc. | 0.48% | Reduce -1.0% | 155,251 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +18185.4% | 146,649 | $3.8M |
| Probity Advisors, Inc. | 0.64% | Add +9.8% | 140,036 | $3.6M |
| Evergreen Private Wealth LLC | 1.38% | Add +6.9% | 127,066 | $3.3M |
| Cwm, LLC | 0.01% | Add +1.0% | 121,389 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +20.4% | 120,584 | $3.1M |
| Marathon Mission, Inc. | 1.61% | Add +6.3% | 98,105 | $2.5M |
| Seneca House Advisors | 1.05% | Add +6.5% | 95,684 | $2.5M |
| Lyell Wealth Management, LP | 0.18% | Add +60.8% | 90,245 | $2.3M |
| Signature Wealth Management Group | 0.90% | Add +2.2% | 88,337 | $2.3M |
| Stonebrook Private Inc. | 0.52% | Add +2.2% | 85,746 | $2.2M |
| McGlone Suttner Wealth Management, Inc. | 0.33% | Add +0.9% | 83,872 | $2.2M |
| Mariner, LLC | 0.00% | Add +3.2% | 79,797 | $2.1M |
| MCF Advisors LLC | 0.13% | Add +3.8% | 74,904 | $1.9M |
| Archford Capital Strategies, LLC | 0.24% | Reduce -4.6% | 73,675 | $1.9M |
| LPL Financial LLC | 0.00% | Add +6.8% | 70,973 | $1.8M |
| Quantum Financial Advisors, LLC | 0.22% | Add +4.9% | 63,626 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Add +1.6% | 53,942 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +12.0% | 51,346 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +9.4% | 50,686 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | Add +1.6% | 47,882 | $1.2M |
| Segment Wealth Management, LLC | 0.08% | Reduce -0.8% | 46,715 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | New | 45,900 | $1.2M |
| Reliant Wealth Planning | 0.45% | New | 44,507 | $1.2M |
| Little House Capital LLC | 0.28% | Add +0.1% | 43,419 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -10.6% | 43,351 | $1.1M |
| Fulton Breakefield Broenniman LLC | 0.08% | Add +335.8% | 42,928 | $1.1M |
| Adirondack Trust Co. | 0.40% | Add +28.3% | 42,027 | $1.1M |
| Wilkins Miller Wealth Management, LLC | 0.73% | Reduce -36.7% | 41,502 | $1.1M |
| Paradigm, Strategies in Wealth Management, LLC | 0.68% | Reduce -6.5% | 39,904 | $1.0M |
| Keeler Thomas Management LLC | 0.42% | Add +44.0% | 37,488 | $971K |
| NovaPoint Capital, LLC | 0.29% | Add +2.1% | 36,992 | $958K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | New | 35,168 | $911K |
| Associated Banc-Corp | 0.03% | Add +2.6% | 34,770 | $901K |
| Frisch Financial Group, Inc. | 0.21% | New | 33,899 | $878K |
| Addison Advisors LLC | 0.20% | Add +47.1% | 30,797 | $798K |
| Stokes Family Office, LLC | 0.07% | No change | 27,250 | $706K |
| Granite Harbor Advisors, Inc. | 0.31% | New | 25,274 | $655K |
| IFP Advisors, Inc | 0.02% | Add +14.6% | 23,156 | $600K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 22,684 | $588K |
| Cetera Investment Advisers | 0.00% | No change | 22,328 | $578K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.1% | 22,243 | $576K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.4% | 21,909 | $568K |
| MML Investors Services, LLC | 0.00% | Reduce -51.8% | 21,667 | $561K |
| CVA Family Office, LLC | 0.07% | No change | 19,662 | $509K |
| Stifel Financial Corp. | 0.00% | Add +36.6% | 19,580 | $507K |
| Jacobi Capital Management LLC | 0.03% | Add +6.8% | 17,747 | $460K |
| Gryphon Financial Partners LLC | 0.06% | New | 17,595 | $456K |
| Farnam Financial LLC | 0.37% | No change | 15,810 | $410K |
| LBMC Investment Advisors, LLC | 0.03% | New | 15,310 | $397K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.9% | 15,283 | $395K |
| Mgo One Seven LLC | 0.01% | Add +9.8% | 15,044 | $390K |
| United Capital Financial Advisors, LLC | 0.00% | Add +57.6% | 14,877 | $385K |
| Venture Visionary Partners LLC | 0.01% | Reduce -88.4% | 14,228 | $369K |
| Gradient Capital Advisors, LLC | 0.10% | Add +27.7% | 13,658 | $354K |
| Mutual Advisors, LLC | 0.01% | Add +0.4% | 13,013 | $335K |
| Glenview Trust Co | 0.01% | Add +8.4% | 12,862 | $333K |
| StoneX Group Inc. | 0.02% | Add +1.7% | 12,608 | $327K |
| First National Trust Co | 0.01% | Add +53.3% | 12,599 | $326K |
| Private Advisor Group, LLC | 0.00% | No change | 12,558 | $325K |
| Flow Traders U.S. LLC | 0.01% | Reduce -70.5% | 12,501 | $324K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 12,384 | $321K |
| Precedent Wealth Partners, LLC | 0.08% | New | 12,301 | $319K |
| Rossmore Private Capital | 0.03% | New | 11,428 | $296K |
| Accretive Wealth Partners, LLC | 0.10% | New | 11,387 | $295K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.7% | 10,033 | $260K |
| Valmark Advisers, Inc. | 0.00% | No change | 8,580 | $222K |
| Caliber Wealth Management, LLC / KS | 0.02% | Add +1.3% | 8,074 | $209K |
"% 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.