iShares Ibonds Dec 2033IBDYETF
13F holders, Q4 2025 (December 31)143holders +12
19new positions
11sold out
$26.14avg. 13F price*
At the end of Q4 2025, 143 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, up 12 from Q3 2025. 19 opened new positions and 11 sold out. The largest holders were Capital Investment Advisors, LLC ($76.6M), Morgan Stanley ($52.1M) and Summit Financial, LLC ($51.0M).
- Company
- iShares Ibonds Dec 2033 Corp.
- CUSIP
- 46436E130
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $19.5M |
| Exits | 11 | $11.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,384,533 shares bought and 596,510 shares sold, net +2,788,023 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Capital Investment Advisors, LLC | 1.17% | Add +7.1% | 2,929,934 | $76.6M |
| Morgan Stanley | 0.00% | Add +31.7% | 1,991,654 | $52.1M |
| Summit Financial, LLC | 0.75% | Add +5.2% | 1,952,145 | $51.0M |
| First Interstate Bank | 2.67% | Add +0.6% | 1,902,432 | $49.7M |
| Bank of America Corp. | 0.00% | Add +18.4% | 1,788,385 | $46.7M |
| Sigma Investment Counselors Inc. | 1.71% | Add +10.2% | 1,286,574 | $33.6M |
| Summitry LLC | 1.12% | Add +2.4% | 1,022,638 | $26.7M |
| MV Capital Management, Inc. | 2.05% | Add +1.4% | 817,300 | $21.4M |
| Envision Financial Planning, LLC | 7.80% | Add +0.1% | 788,791 | $20.6M |
| US Bancorp \de | 0.02% | Add +2.7% | 766,838 | $20.0M |
| Wells Fargo & Company | 0.00% | Add +7.8% | 736,837 | $19.3M |
| Ameriprise Financial Inc. | 0.00% | Add +7.2% | 593,668 | $15.5M |
| Arrow Financial Corp | 1.45% | Add +0.8% | 555,895 | $14.5M |
| HighTower Advisors, LLC | 0.02% | Add +72.6% | 539,173 | $14.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.5% | 501,711 | $13.1M |
| UBS Group AG | 0.00% | Add +23.4% | 499,449 | $13.1M |
| Raymond James Financial Inc. | 0.00% | Add +83.1% | 483,081 | $12.6M |
| Mb, Levis & Associates, LLC | 5.31% | Add +0.9% | 482,288 | $12.6M |
| PFG Private Wealth Management, LLC | 5.30% | New | 463,084 | $12.1M |
| Instrumental Wealth, LLC | 6.55% | Add +7.3% | 414,016 | $10.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.1% | 388,766 | $10.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.5% | 359,078 | $9.4M |
| Mariner, LLC | 0.01% | Add +238.1% | 288,256 | $7.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +9.1% | 270,595 | $7.1M |
| Guidance Point Advisors, LLC | 1.64% | Add +5.7% | 264,961 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +2.6% | 246,631 | $6.4M |
| Lido Advisors, LLC | 0.02% | Add +2.6% | 228,358 | $6.0M |
| Parallel Advisors, LLC | 0.10% | Add +6.5% | 210,833 | $5.5M |
| Hancock Whitney Corp. | 0.10% | Add +3.6% | 205,873 | $5.4M |
| Krilogy Financial LLC | 0.18% | Add +0.9% | 202,110 | $5.3M |
| 4Thought Financial Group Inc. | 2.27% | Add +2.2% | 175,251 | $4.6M |
| Lyell Wealth Management, LP | 0.33% | Add +46.8% | 173,645 | $4.5M |
| Benjamin Edwards Inc. | 0.05% | Reduce -7.2% | 171,093 | $4.5M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -20.8% | 160,277 | $4.2M |
| James Investment Research, Inc. | 0.40% | Reduce -5.9% | 141,350 | $3.7M |
| Probity Advisors, Inc. | 0.59% | Reduce -0.7% | 140,020 | $3.7M |
| Cwm, LLC | 0.01% | Add +4.5% | 137,757 | $3.6M |
| Evergreen Private Wealth LLC | 1.37% | Add +6.0% | 133,371 | $3.5M |
| Precedent Wealth Partners, LLC | 0.67% | Add +306.2% | 122,018 | $3.2M |
| Signature Wealth Management Group | 1.12% | Add +0.0% | 104,858 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | New | 104,858 | $2.7M |
| LPL Financial LLC | 0.00% | Add +14.5% | 103,867 | $2.7M |
| Seneca House Advisors | 0.97% | Add +4.9% | 98,764 | $2.6M |
| Marathon Mission, Inc. | 1.49% | Reduce -0.5% | 98,441 | $2.6M |
| Stonebrook Private Inc. | 0.49% | Add +2.6% | 89,062 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +32.9% | 88,483 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Add +1.6% | 86,911 | $2.3M |
| Archford Capital Strategies, LLC | 0.24% | Add +1.6% | 78,629 | $2.1M |
| MCF Advisors LLC | 0.11% | Add +1.4% | 76,699 | $2.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -39.3% | 72,457 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.1% | 67,546 | $1.8M |
| Flow Traders U.S. LLC | 0.06% | Reduce -29.1% | 67,343 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.9% | 59,727 | $1.6M |
| Adirondack Trust Co. | 0.51% | Add +15.4% | 59,751 | $1.6M |
| Wilkins Miller Wealth Management, LLC | 0.91% | Add +6.4% | 58,231 | $1.5M |
| Associated Banc-Corp | 0.04% | Add +46.6% | 57,100 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | Reduce -1.9% | 53,750 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +247.2% | 52,781 | $1.4M |
| Coldstream Capital Management Inc. | 0.02% | Add +2.5% | 50,761 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.08% | Add +7.2% | 50,650 | $1.3M |
| Cetera Investment Advisers | 0.00% | Add +3.5% | 49,627 | $1.3M |
| Segment Wealth Management, LLC | 0.07% | Add +1.7% | 48,035 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.76% | Reduce -8.5% | 44,287 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +9.8% | 42,895 | $1.1M |
| Little House Capital LLC | 0.27% | Reduce -6.9% | 41,316 | $1.1M |
| Keeler Thomas Management LLC | 0.51% | Add +3.5% | 41,164 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Add +1.4% | 38,101 | $996K |
| Reliant Wealth Planning | 0.30% | No change | 37,010 | $967K |
| Gilbert & Cook, Inc. | 0.12% | New | 36,642 | $958K |
| Cowa, LLC | 0.25% | New | 33,615 | $829K |
| Addison Advisors LLC | 0.18% | No change | 30,957 | $809K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +14.0% | 30,294 | $792K |
| Cfo Capital Management LLC | 0.57% | — | 28,991 | $758K |
| IFP Advisors, Inc | 0.02% | Add +19.8% | 28,590 | $747K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +62.9% | 28,270 | $739K |
| Walleye Partners, LLC | 0.81% | — | 27,970 | $731K |
| Stokes Family Office, LLC | 0.07% | No change | 27,250 | $712K |
| Montecito Bank & Trust | 0.11% | Add +5.9% | 25,598 | $669K |
| Jacobi Capital Management LLC | 0.04% | New | 24,904 | $651K |
| Clearstead Advisors, LLC | 0.01% | Add +20427.7% | 24,428 | $639K |
| Sterling Investment Advisors, Ltd. | 0.11% | Add +25.8% | 22,765 | $595K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 22,684 | $593K |
| Nestegg Advisors, Inc. | 0.49% | Add +110.8% | 22,116 | $578K |
| LBMC Investment Advisors, LLC | 0.03% | Add +39.6% | 21,370 | $559K |
| International Assets Investment Management, LLC | 0.04% | Add +2.4% | 19,792 | $517K |
| CVA Family Office, LLC | 0.06% | No change | 19,662 | $514K |
| Barclays PLC | 0.00% | No change | 19,019 | $497K |
| Glenview Trust Co | 0.01% | Add +28.4% | 18,104 | $473K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +17.6% | 17,786 | $465K |
| StoneX Group Inc. | 0.02% | Add +21.5% | 17,776 | $465K |
| First National Trust Co | 0.01% | Add +32.4% | 17,083 | $447K |
| Gryphon Financial Partners LLC | 0.05% | Add +0.0% | 17,012 | $445K |
| Valmark Advisers, Inc. | 0.01% | Add +32.2% | 16,907 | $442K |
| Advisory Services Network, LLC | 0.01% | Add +7.6% | 16,632 | $435K |
| Gradient Capital Advisors, LLC | 0.11% | Add +19.6% | 16,333 | $427K |
| Frisch Financial Group, Inc. | 0.10% | Reduce -50.5% | 16,290 | $426K |
| Farnam Financial LLC | 0.31% | No change | 15,810 | $413K |
| Osaic Holdings, Inc. | 0.00% | Add +117.3% | 15,562 | $407K |
| Venture Visionary Partners LLC | 0.01% | Add +0.0% | 14,428 | $377K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -4.9% | 13,617 | $356K |
| Private Advisor Group, LLC | 0.00% | Add +3.0% | 12,939 | $338K |
| Howland Capital Management LLC | 0.01% | New | 12,710 | $332K |
| Rossmore Private Capital | 0.03% | Add +3.8% | 11,858 | $310K |
| XML Financial, LLC | 0.03% | New | 11,766 | $308K |
| Cherry Tree Wealth Management, LLC | 0.06% | Add +30.2% | 11,616 | $304K |
| Accretive Wealth Partners, LLC | 0.09% | No change | 11,387 | $298K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 11,160 | $292K |
| Sarver Vrooman Wealth Advisors | 0.17% | No change | 10,031 | $262K |
| Mgo One Seven LLC | 0.01% | Reduce -6.9% | 9,724 | $254K |
| Mutual Advisors, LLC | 0.01% | No change | 9,688 | $253K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.2% | 9,015 | $236K |
| Truist Financial Corp. | 0.00% | Add +0.0% | 8,439 | $221K |
| Ironwood Financial, llc | 0.04% | New | 8,244 | $216K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | New | 8,140 | $213K |
| Bullock Wealth Management Group | 0.10% | — | 8,112 | $212K |
| Apollon Wealth Management, LLC | 0.00% | New | 8,071 | $211K |
| Hendershot Investments Inc. | 0.03% | No change | 7,953 | $208K |
| Dearborn Partners LLC | 0.01% | New | 7,883 | $206K |
| Sound View Wealth Advisors Group, LLC | 0.01% | New | 7,689 | $201K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -4.4% | 7,635 | $200K |
| Comerica Bank | 0.00% | No change | 7,364 | $192K |
| Jones Financial Companies LLLP | 0.00% | Add +192.0% | 7,362 | $192K |
| 10Elms LLP | 0.16% | Add +12.4% | 5,900 | $154K |
| CENTRAL TRUST Co | 0.00% | Add +105.6% | 5,674 | $148K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +253.1% | 5,049 | $132K |
| Roble, Belko & Company, Inc | 0.02% | New | 4,786 | $125K |
| Jupiter Wealth Management LLC | 0.05% | No change | 4,600 | $121K |
| Sound Income Strategies, LLC | 0.01% | Add +0.8% | 4,592 | $120K |
| Hyposwiss Advisors SA | 0.08% | — | 3,190 | $83K |
| CNB Bank | 0.03% | New | 3,042 | $80K |
| MidFirst Bank | 0.00% | — | 2,151 | $56K |
| Trust Co | 0.00% | Add +0.1% | 1,928 | $50K |
| FMR LLC | 0.00% | New | 1,293 | $34K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 839 | $22K |
| Bogart Wealth, LLC | 0.00% | New | 572 | $15K |
| Key Financial Inc | 0.00% | No change | 564 | $15K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.5% | 427 | $11K |
| Bank of New Hampshire | 0.00% | New | 400 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | New | 315 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.3% | 152 | $4K |
| BlackRock, Inc. | 0.00% | No change | 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.