iShares Ibonds Dec 2033IBDYETF
13F holders, Q1 2026 (March 31)162holders +19
27new positions
8sold out
1famous investor
$25.85avg. 13F price*
At the end of Q1 2026, 162 institutions reported holding iShares Ibonds Dec 2033 Corp. (IBDY) in their 13F filings, up 19 from Q4 2025. 27 opened new positions and 8 sold out. The largest holders were Capital Investment Advisors, LLC ($80.3M), Morgan Stanley ($58.5M) and Summit Financial, LLC ($52.7M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $28.6M |
| Exits | 8 | $17.3M |
All 13F filers, Q4 2025 → Q1 2026: 3,557,816 shares bought and 805,715 shares sold, net +2,752,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Capital Investment Advisors, LLC | 1.17% | Add +6.0% | 3,106,784 | $80.3M |
| Morgan Stanley | 0.00% | Add +13.6% | 2,261,500 | $58.5M |
| Summit Financial, LLC | 0.67% | Add +4.4% | 2,038,645 | $52.7M |
| First Interstate Bank | 2.82% | Add +2.0% | 1,940,344 | $50.2M |
| Bank of America Corp. | 0.00% | Add +8.1% | 1,933,176 | $50.0M |
| Sigma Investment Counselors Inc. | 1.89% | Add +7.7% | 1,385,129 | $35.8M |
| Summitry LLC | 0.94% | Add +0.3% | 1,025,195 | $26.5M |
| MV Capital Management, Inc. | 2.38% | Add +14.7% | 937,221 | $24.2M |
| Envision Financial Planning, LLC | 7.84% | Add +6.3% | 838,607 | $21.7M |
| US Bancorp \de | 0.03% | Add +4.8% | 804,020 | $20.8M |
| Ameriprise Financial Inc. | 0.00% | Add +12.7% | 668,866 | $17.3M |
| Wells Fargo & Company | 0.00% | Reduce -12.4% | 645,507 | $16.7M |
| HighTower Advisors, LLC | 0.02% | Add +15.6% | 623,050 | $16.1M |
| Arrow Financial Corp | 1.53% | Add +6.1% | 589,794 | $15.2M |
| Raymond James Financial Inc. | 0.00% | Add +15.2% | 556,383 | $14.4M |
| UBS Group AG | 0.00% | Add +7.0% | 534,158 | $13.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.4% | 508,731 | $13.2M |
| Mb, Levis & Associates, LLC | 5.29% | Add +1.6% | 490,228 | $12.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.8% | 423,185 | $10.9M |
| Instrumental Wealth, LLC | 6.62% | Add +0.7% | 416,784 | $10.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.1% | 388,257 | $10.0M |
| LPL Financial LLC | 0.00% | Add +249.3% | 362,791 | $9.4M |
| Jane Street Group, LLC | 0.01% | New | 333,588 | $8.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +23.1% | 332,981 | $8.6M |
| Mariner, LLC | 0.01% | Add +2.9% | 296,460 | $7.7M |
| Guidance Point Advisors, LLC | 1.75% | Add +5.0% | 278,279 | $7.2M |
| Susquehanna International Group, LLP | 0.01% | New | 275,594 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +9.9% | 271,146 | $7.0M |
| Lido Advisors, LLC | 0.02% | Add +2.5% | 234,103 | $6.1M |
| Hancock Whitney Corp. | 0.10% | Add +9.9% | 226,296 | $5.8M |
| Parallel Advisors, LLC | 0.10% | Add +1.0% | 213,017 | $5.5M |
| Krilogy Financial LLC | 0.17% | Add +2.8% | 207,771 | $5.4M |
| Probity Advisors, Inc. | 0.78% | Add +35.2% | 189,326 | $4.9M |
| Lyell Wealth Management, LP | 0.34% | Add +4.5% | 181,445 | $4.7M |
| Benjamin Edwards Inc. | 0.05% | Add +4.4% | 178,596 | $4.6M |
| 4Thought Financial Group Inc. | 2.25% | Add +0.2% | 175,675 | $4.5M |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -6.6% | 149,627 | $3.9M |
| James Investment Research, Inc. | 0.40% | Reduce -2.7% | 137,551 | $3.6M |
| Evergreen Private Wealth LLC | 1.41% | Add +1.4% | 135,299 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +85.0% | 134,074 | $3.5M |
| GTS Securities LLC | 0.12% | New | 129,668 | $3.4M |
| Precedent Wealth Partners, LLC | 0.67% | Add +5.3% | 128,541 | $3.3M |
| Cwm, LLC | 0.01% | Reduce -6.9% | 128,222 | $3.3M |
| Adirondack Trust Co. | 1.03% | Add +99.0% | 118,919 | $3.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +28.7% | 113,858 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.9% | 105,779 | $2.7M |
| Signature Wealth Management Group | 1.03% | Add +0.2% | 105,106 | $2.7M |
| Marathon Mission, Inc. | 1.52% | Add +2.6% | 101,044 | $2.6M |
| Seneca House Advisors | 0.97% | Reduce -4.0% | 94,840 | $2.5M |
| Stonebrook Private Inc. | 0.51% | Add +4.5% | 93,038 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +32.9% | 89,743 | $2.3M |
| Citadel Advisors | 0.00% | New | 89,444 | $2.3M |
| McGlone Suttner Wealth Management, Inc. | 0.31% | Add +2.9% | 89,418 | $2.3M |
| Howland Capital Management LLC | 0.09% | Add +601.4% | 89,149 | $2.3M |
| Archford Capital Strategies, LLC | 0.23% | Reduce -1.8% | 77,210 | $2.0M |
| MCF Advisors LLC | 0.09% | Add +0.7% | 77,210 | $2.0M |
| Segment Wealth Management, LLC | 0.11% | Add +45.9% | 70,065 | $1.8M |
| Associated Banc-Corp | 0.05% | Add +18.9% | 67,913 | $1.8M |
| Cowa, LLC | 0.50% | Add +98.7% | 66,790 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +4.8% | 62,577 | $1.6M |
| Boston Family Office LLC | 0.11% | New | 66,187 | $1.6M |
| United Capital Financial Advisors, LLC | 0.01% | Add +17.3% | 61,919 | $1.6M |
| Wilkins Miller Wealth Management, LLC | 0.96% | Add +5.6% | 61,517 | $1.6M |
| Fulton Breakefield Broenniman LLC | 0.10% | Add +16.1% | 58,803 | $1.5M |
| Roble, Belko & Company, Inc | 0.18% | Add +1015.7% | 53,396 | $1.4M |
| Meitav Investment House Ltd. | 0.01% | Reduce -5.5% | 50,805 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | No change | 50,761 | $1.3M |
| NovaPoint Capital, LLC | 0.32% | New | 48,982 | $1.3M |
| Paradigm, Strategies in Wealth Management, LLC | 0.82% | Add +6.0% | 46,958 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +0.4% | 43,082 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +4.1% | 39,652 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -21.0% | 39,192 | $1.0M |
| Little House Capital LLC | 0.25% | Reduce -7.7% | 38,157 | $986K |
| Gilbert & Cook, Inc. | 0.13% | Add +3.8% | 38,018 | $983K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +384.0% | 37,215 | $962K |
| Reliant Wealth Planning | 0.29% | No change | 37,010 | $957K |
| Clearstead Advisors, LLC | 0.01% | Add +37.1% | 33,487 | $866K |
| First National Trust Co | 0.03% | Add +93.1% | 32,984 | $853K |
| Montecito Bank & Trust | 0.14% | Add +24.9% | 31,980 | $827K |
| Osaic Holdings, Inc. | 0.00% | Add +103.8% | 31,707 | $820K |
| Addison Advisors LLC | 0.18% | Add +1.0% | 31,257 | $808K |
| Glenview Trust Co | 0.01% | Add +71.8% | 31,104 | $804K |
| Cfo Capital Management LLC | 0.66% | Add +7.8% | 31,241 | $803K |
| IFP Advisors, Inc | 0.02% | Add +3.7% | 29,648 | $766K |
| CVA Family Office, LLC | 0.08% | Add +48.2% | 29,142 | $753K |
| Jacobi Capital Management LLC | 0.04% | Add +15.5% | 28,763 | $744K |
| JPMorgan Chase & Co. | 0.00% | New | 28,806 | $741K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +0.7% | 28,473 | $736K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -8.2% | 27,813 | $719K |
| Stokes Family Office, LLC | 0.07% | No change | 27,250 | $704K |
| Sterling Investment Advisors, Ltd. | 0.11% | Add +4.3% | 23,740 | $614K |
| Gryphon Financial Partners LLC | 0.06% | Add +34.1% | 22,816 | $590K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 22,684 | $586K |
| 10Elms LLP | 0.40% | Add +279.5% | 22,390 | $579K |
| Nestegg Advisors, Inc. | 0.50% | Reduce -0.4% | 22,023 | $569K |
| Valmark Advisers, Inc. | 0.01% | Add +29.9% | 21,962 | $568K |
| LBMC Investment Advisors, LLC | 0.03% | No change | 21,370 | $552K |
| International Assets Investment Management, LLC | 0.04% | No change | 19,792 | $510K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +9.4% | 19,453 | $503K |
| Advisory Services Network, LLC | 0.01% | Add +1.6% | 16,898 | $437K |
| Creative Planning | 0.00% | New | 16,809 | $435K |
| Ironwood Financial, llc | 0.08% | Add +102.7% | 16,707 | $432K |
| Gradient Capital Advisors, LLC | 0.11% | No change | 16,333 | $422K |
| Farnam Financial LLC | 0.34% | No change | 15,810 | $409K |
| Redwood Financial Network Corp | 0.25% | New | 14,959 | $387K |
| Venture Visionary Partners LLC | 0.01% | Reduce -2.0% | 14,145 | $366K |
| Private Advisor Group, LLC | 0.00% | Add +5.1% | 13,598 | $352K |
| XML Financial, LLC | 0.03% | Add +13.0% | 13,291 | $344K |
| Romano Brothers and Company | 0.04% | New | 12,694 | $328K |
| Leavell Investment Management, Inc. | 0.01% | New | 12,235 | $316K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -11.5% | 12,050 | $311K |
| Cherry Tree Wealth Management, LLC | 0.06% | No change | 11,616 | $300K |
| Fifth Third Bancorp | 0.00% | New | 11,615 | $300K |
| Belpointe Asset Management LLC | 0.01% | New | 11,521 | $298K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.8% | 11,248 | $291K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 11,234 | $290K |
| CENTRAL TRUST Co | 0.01% | Add +84.8% | 10,487 | $271K |
| Accretive Wealth Partners, LLC | 0.08% | Reduce -8.8% | 10,387 | $269K |
| HRT Financial LP | 0.00% | New | 10,258 | $265K |
| Spinnaker Trust | 0.01% | New | 10,083 | $261K |
| Sarver Vrooman Wealth Advisors | 0.16% | No change | 10,031 | $259K |
| Rossmore Private Capital | 0.02% | Reduce -17.2% | 9,815 | $254K |
| Mgo One Seven LLC | 0.01% | Add +0.4% | 9,766 | $252K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 9,708 | $251K |
| Jones Financial Companies LLLP | 0.00% | Add +29.0% | 9,497 | $243K |
| Banque Cantonale Vaudoise | 0.01% | Add +22.2% | 9,330 | $241K |
| Bessemer Group Inc. | 0.00% | New | 9,319 | $241K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.7% | 9,262 | $239K |
| Dearborn Partners LLC | 0.01% | Add +16.8% | 9,210 | $238K |
| Truist Financial Corp. | 0.00% | Add +4.2% | 8,795 | $227K |
| Oppenheimer & Co. Inc. | 0.00% | New | 8,787 | $227K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +73.0% | 8,737 | $226K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | No change | 8,140 | $210K |
| Hendershot Investments Inc. | 0.03% | No change | 7,953 | $206K |
| Bullock Wealth Management Group | 0.10% | Reduce -2.2% | 7,935 | $204K |
| Sound Income Strategies, LLC | 0.01% | Add +0.5% | 4,614 | $119K |
| Jupiter Wealth Management LLC | 0.05% | No change | 4,600 | $118K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 4,312 | $111K |
| Intentional Wealth Strategies, LLC | 0.08% | — | 3,216 | $83K |
| Hyposwiss Advisors SA | 0.08% | No change | 3,190 | $82K |
| Bogart Wealth, LLC | 0.00% | Add +431.5% | 3,040 | $79K |
| CNB Bank | 0.03% | Reduce -0.5% | 3,027 | $78K |
| MidFirst Bank | 0.00% | No change | 2,151 | $56K |
| Trust Co | 0.00% | Add +0.4% | 1,936 | $50K |
| United Community Bank | 0.01% | New | 1,485 | $38K |
| Ballast Advisors LLC | 0.01% | New | 1,170 | $30K |
| FMR LLC | 0.00% | Reduce -11.1% | 1,150 | $30K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,137 | $29K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $26K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 911 | $24K |
| Vanguard Advisers Inc. | 0.00% | — | 880 | $23K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 839 | $22K |
| Farther Finance Advisors, LLC | 0.00% | New | 800 | $21K |
| Bank of New Hampshire | 0.00% | Add +50.0% | 600 | $16K |
| Key Financial Inc | 0.00% | No change | 564 | $15K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.7% | 430 | $11K |
| AE Wealth Management LLC | 0.00% | New | 424 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +1.3% | 154 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | New | 120 | $3K |
| BlackRock, Inc. | 0.00% | No change | 50 | $1K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 6 | $155 |
| 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.