iShares Ibonds Dec 2033IBDYETF
13F holders, Q3 2025 (September 30)131holders +11
20new positions
9sold out
1famous investor
$26.23avg. 13F price*
At the end of Q3 2025, 131 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, up 11 from Q2 2025. 20 opened new positions and 9 sold out. The largest holders were Capital Investment Advisors, LLC ($71.8M), First Interstate Bank ($49.6M) and Summit Financial, LLC ($48.7M). 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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $56.7M |
| Exits | 9 | $20.6M |
All 13F filers, Q2 2025 → Q3 2025: 4,725,446 shares bought and 956,207 shares sold, net +3,769,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 131 holders
| Capital Investment Advisors, LLC | 1.18% | Add +8.1% | 2,735,984 | $71.8M |
| First Interstate Bank | 2.74% | Add +1.3% | 1,891,800 | $49.6M |
| Summit Financial, LLC | 0.74% | New | 1,854,861 | $48.7M |
| Morgan Stanley | 0.00% | Add +57.6% | 1,512,494 | $39.7M |
| Bank of America Corp. | 0.00% | Add +8.9% | 1,511,055 | $39.6M |
| Sigma Investment Counselors Inc. | 1.59% | Add +14.7% | 1,167,169 | $30.6M |
| Summitry LLC | 1.11% | Add +1.1% | 998,955 | $26.2M |
| MV Capital Management, Inc. | 2.03% | Add +1.6% | 806,357 | $21.2M |
| Envision Financial Planning, LLC | 8.77% | Add +16.3% | 788,095 | $20.7M |
| US Bancorp \de | 0.02% | Reduce -4.4% | 746,769 | $19.6M |
| Wells Fargo & Company | 0.00% | Add +40.5% | 683,310 | $17.9M |
| Ameriprise Financial Inc. | 0.00% | Add +214.8% | 553,935 | $14.5M |
| Arrow Financial Corp | 1.48% | Reduce -2.6% | 551,352 | $14.5M |
| Rockefeller Capital Management L.P. | 0.03% | Add +0.3% | 494,145 | $13.0M |
| Mb, Levis & Associates, LLC | 5.42% | Add +0.7% | 477,777 | $12.5M |
| UBS Group AG | 0.00% | Add +9.1% | 404,872 | $10.6M |
| Instrumental Wealth, LLC | 7.10% | Add +5.0% | 385,717 | $10.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.8% | 373,608 | $9.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +9.8% | 333,902 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +159.1% | 312,446 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Add +8.4% | 263,895 | $6.9M |
| Guidance Point Advisors, LLC | 1.64% | Add +2.9% | 250,597 | $6.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.4% | 248,033 | $6.5M |
| Royal Bank of Canada | 0.00% | Add +38.8% | 240,349 | $6.3M |
| Lido Advisors, LLC | 0.02% | Add +16.7% | 222,483 | $5.8M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -0.5% | 202,233 | $5.3M |
| Hancock Whitney Corp. | 0.09% | Add +8.6% | 198,726 | $5.2M |
| Krilogy Financial LLC | 0.20% | Add +8.4% | 200,293 | $5.2M |
| Parallel Advisors, LLC | 0.10% | Add +5.0% | 197,867 | $5.2M |
| Benjamin Edwards Inc. | 0.05% | Add +4.7% | 184,328 | $4.8M |
| 4Thought Financial Group Inc. | 2.27% | Add +1.8% | 171,534 | $4.5M |
| James Investment Research, Inc. | 0.43% | Reduce -3.2% | 150,281 | $3.9M |
| Probity Advisors, Inc. | 0.60% | Add +0.7% | 141,069 | $3.7M |
| Citadel Advisors | 0.00% | New | 137,772 | $3.6M |
| Cwm, LLC | 0.01% | Add +8.6% | 131,776 | $3.5M |
| Evergreen Private Wealth LLC | 1.34% | Reduce -1.0% | 125,759 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.5% | 119,317 | $3.1M |
| Lyell Wealth Management, LP | 0.23% | Add +31.1% | 118,270 | $3.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.2% | 109,702 | $2.9M |
| Signature Wealth Management Group | 1.07% | Add +18.6% | 104,815 | $2.7M |
| Marathon Mission, Inc. | 1.55% | Add +0.8% | 98,927 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | Add +660.2% | 95,031 | $2.5M |
| Seneca House Advisors | 1.00% | Reduce -1.6% | 94,114 | $2.5M |
| LPL Financial LLC | 0.00% | Add +27.9% | 90,745 | $2.4M |
| Stonebrook Private Inc. | 0.49% | Add +1.3% | 86,814 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Add +2.0% | 85,568 | $2.2M |
| Mariner, LLC | 0.00% | Add +6.8% | 85,254 | $2.2M |
| Archford Capital Strategies, LLC | 0.24% | Add +5.0% | 77,364 | $2.0M |
| MCF Advisors LLC | 0.12% | Add +1.0% | 75,671 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +29.7% | 66,596 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +28.0% | 64,860 | $1.7M |
| Quantum Financial Advisors, LLC | 0.21% | Add +1.5% | 64,572 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +25.2% | 57,466 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Add +14.4% | 54,783 | $1.4M |
| Wilkins Miller Wealth Management, LLC | 0.89% | Add +31.9% | 54,719 | $1.4M |
| Adirondack Trust Co. | 0.46% | Add +23.2% | 51,765 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -8.2% | 49,500 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.81% | Add +21.3% | 48,396 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +114.7% | 47,947 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.08% | Add +10.1% | 47,243 | $1.2M |
| Segment Wealth Management, LLC | 0.07% | Add +1.1% | 47,215 | $1.2M |
| Little House Capital LLC | 0.27% | Add +2.2% | 44,379 | $1.2M |
| NovaPoint Capital, LLC | 0.26% | Add +10.8% | 41,000 | $1.1M |
| Keeler Thomas Management LLC | 0.48% | Add +6.1% | 39,773 | $1.0M |
| Captrust Financial Advisors | 0.00% | Reduce -9.9% | 39,060 | $1.0M |
| Associated Banc-Corp | 0.03% | Add +12.0% | 38,935 | $1.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +6.8% | 37,559 | $985K |
| Reliant Wealth Planning | 0.31% | Reduce -16.8% | 37,010 | $971K |
| Frisch Financial Group, Inc. | 0.20% | Reduce -2.9% | 32,930 | $864K |
| Addison Advisors LLC | 0.19% | Add +0.5% | 30,957 | $812K |
| Precedent Wealth Partners, LLC | 0.17% | Add +144.2% | 30,040 | $788K |
| Goldman Sachs Group Inc. | 0.00% | New | 29,019 | $761K |
| Stokes Family Office, LLC | 0.07% | No change | 27,250 | $715K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +21.3% | 26,575 | $697K |
| Granite Harbor Advisors, Inc. | 0.28% | No change | 25,274 | $663K |
| Montecito Bank & Trust | 0.10% | — | 24,167 | $634K |
| IFP Advisors, Inc | 0.02% | Add +3.1% | 23,875 | $626K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 22,684 | $595K |
| CVA Family Office, LLC | 0.07% | No change | 19,662 | $516K |
| Barclays PLC | 0.00% | New | 19,019 | $499K |
| International Assets Investment Management, LLC | 0.04% | New | 19,336 | $499K |
| Sterling Investment Advisors, Ltd. | 0.09% | New | 18,100 | $475K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 17,355 | $455K |
| Gryphon Financial Partners LLC | 0.05% | Reduce -3.3% | 17,010 | $446K |
| Farnam Financial LLC | 0.32% | No change | 15,810 | $415K |
| Advisory Services Network, LLC | 0.01% | Add +1.2% | 15,460 | $406K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 15,310 | $402K |
| United Capital Financial Advisors, LLC | 0.00% | Add +2.2% | 15,200 | $399K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +22.1% | 15,127 | $397K |
| StoneX Group Inc. | 0.02% | Add +16.0% | 14,630 | $384K |
| Venture Visionary Partners LLC | 0.01% | Add +1.4% | 14,424 | $378K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 14,316 | $376K |
| Glenview Trust Co | 0.01% | Add +9.7% | 14,104 | $370K |
| Gradient Capital Advisors, LLC | 0.10% | No change | 13,658 | $358K |
| First National Trust Co | 0.01% | Add +2.4% | 12,904 | $338K |
| Valmark Advisers, Inc. | 0.00% | Add +49.1% | 12,790 | $335K |
| Private Advisor Group, LLC | 0.00% | No change | 12,558 | $329K |
| Rossmore Private Capital | 0.03% | No change | 11,428 | $300K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 11,387 | $299K |
| Susquehanna International Group, LLP | 0.00% | New | 10,915 | $286K |
| Nestegg Advisors, Inc. | 0.24% | New | 10,494 | $275K |
| Mgo One Seven LLC | 0.01% | Reduce -30.5% | 10,449 | $274K |
| Sarver Vrooman Wealth Advisors | 0.17% | New | 10,031 | $263K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.0% | 10,035 | $263K |
| Mutual Advisors, LLC | 0.01% | Reduce -25.6% | 9,688 | $256K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +76.8% | 8,924 | $234K |
| Truist Financial Corp. | 0.00% | New | 8,438 | $221K |
| Oppenheimer & Co. Inc. | 0.00% | New | 8,110 | $213K |
| Banque Cantonale Vaudoise | 0.01% | Add +6.3% | 7,984 | $209K |
| Hendershot Investments Inc. | 0.03% | No change | 7,953 | $209K |
| Comerica Bank | 0.00% | Reduce -6.4% | 7,364 | $193K |
| Osaic Holdings, Inc. | 0.00% | Add +11.9% | 7,162 | $188K |
| 10Elms LLP | 0.14% | Add +275.0% | 5,250 | $138K |
| Jupiter Wealth Management LLC | 0.06% | No change | 4,600 | $121K |
| Sound Income Strategies, LLC | 0.01% | Add +1.0% | 4,558 | $119K |
| Hemington Wealth Management | 0.01% | No change | 2,829 | $74K |
| CENTRAL TRUST Co | 0.00% | Add +126.6% | 2,760 | $72K |
| Jones Financial Companies LLLP | 0.00% | Add +101.2% | 2,521 | $66K |
| Trust Co | 0.01% | No change | 1,927 | $51K |
| United Community Bank | 0.01% | No change | 1,535 | $40K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 1,430 | $38K |
| Barrett & Company, Inc. | 0.01% | New | 1,000 | $26K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 839 | $22K |
| NBT Bank, N.A. | 0.00% | New | 700 | $18K |
| Key Financial Inc | 0.00% | New | 564 | $15K |
| Princeton Global Asset Management LLC | 0.00% | No change | 425 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | New | 150 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 119 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 68 | $2K |
| BlackRock, Inc. | 0.00% | Add +2.0% | 50 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $26 |
"% 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.