ISHARESIBONDSDEC2034TMCORPIBDZETF

13F holders, Q3 2024 (September 30)
27holders +22
22new positions
0sold out
$26.71avg. 13F price*

At the end of Q3 2024, 27 institutions reported holding ISHARESIBONDSDEC2034TMCORP (IBDZ) in their 13F filings, up 22 from Q2 2024. 22 opened new positions and 0 sold out. The largest holders were Summitry LLC ($38.2M), Royal Bank of Canada ($14.7M) and Mb, Levis & Associates, LLC ($12.9M).

Company
ISHARESIBONDSDEC2034TMCORP
CUSIP
46438G653
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q2 2024: 5Q2 2024Q3 2024: 27Q3 2024Q4 2024: 51Q4 2024Q1 2025: 73Q1 2025Q2 2025: 78Q2 2025Q3 2025: 95Q3 2025Q4 2025: 108Q4 2025Q1 2026: 119Q1 2026Q2 2026: 128Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions22$49.0M
Exits0$0

All 13F filers, Q2 2024 → Q3 2024: 1,877,531 shares bought and 37,791 shares sold, net +1,839,740 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 27 holders
Summitry LLC 1.83% Add +1.7% 1,429,919 $38.2M
Royal Bank of Canada 0.00% New 550,426 $14.7M
Mb, Levis & Associates, LLC 6.35% New 481,773 $12.9M
Paradigm, Strategies in Wealth Management, LLC 3.23% New 186,069 $5.0M
MV Capital Management, Inc. 0.47% New 166,861 $4.5M
Guidance Point Advisors, LLC 1.30% New 160,762 $4.3M
BlackRock, Inc. 0.00% — 135,000 $3.6M
J.W. Cole Advisors, Inc. 0.07% New 64,093 $1.7M
Sabal Trust CO 0.06% New 43,959 $1.2M
Jane Street Group, LLC 0.00% Reduce -56.7% 28,854 $771K
Capital Investment Advisors, LLC 0.02% New 28,316 $756K
Sandy Spring Bank 0.03% New 27,944 $746K
Seneca House Advisors 0.29% New 26,126 $698K
Commonwealth Equity Services, LLC 0.00% Add +96.0% 25,618 $684K
Kestra Advisory Services, LLC 0.00% New 18,804 $502K
Montecito Bank & Trust 0.07% New 15,381 $411K
McGlone Suttner Wealth Management, Inc. 0.08% New 14,552 $389K
HighTower Advisors, LLC 0.00% New 11,788 $314K
Private Advisor Group, LLC 0.00% New 11,069 $296K
UBS Group AG 0.00% New 8,875 $237K
Gradient Capital Advisors, LLC 0.07% New 7,635 $204K
Arrow Financial Corp 0.02% New 7,082 $189K
Parallel Advisors, LLC 0.00% Add +2193.4% 4,518 $121K
Hemington Wealth Management 0.01% New 2,068 $53K
Cherry Tree Wealth Management, LLC 0.01% New 1,180 $32K
Osaic Holdings, Inc. 0.00% New 1,100 $29K
Koesten, Hirschmann & Crabtree, INC. 0.01% New 400 $11K

"% of holder's portfolio" is IBDZ's weight in each manager's 13F, not the share of ISHARESIBONDSDEC2034TMCORP the manager owns.