ISHARESIBONDSDEC2034TMCORPIBDZETF
13F holders, Q4 2024 (December 31)51holders +24
25new positions
1sold out
1famous investor
$25.45avg. 13F price*
At the end of Q4 2024, 51 institutions reported holding ISHARESIBONDSDEC2034TMCORP (IBDZ) in their 13F filings, up 24 from Q3 2024. 25 opened new positions and 1 sold out. The largest holders were Summitry LLC ($28.5M), MV Capital Management, Inc. ($21.5M) and Bank of America Corp. ($15.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- ISHARESIBONDSDEC2034TMCORP
- CUSIP
- 46438G653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $50.3M |
| Exits | 1 | $771K |
All 13F filers, Q3 2024 → Q4 2024: 3,670,974 shares bought and 448,038 shares sold, net +3,222,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 51 holders
| Summitry LLC | 1.40% | Reduce -21.6% | 1,120,686 | $28.5M |
| MV Capital Management, Inc. | 2.30% | Add +407.3% | 846,494 | $21.5M |
| Bank of America Corp. | 0.00% | New | 608,719 | $15.5M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 573,447 | $14.6M |
| Mb, Levis & Associates, LLC | 6.20% | Add +0.9% | 486,258 | $12.4M |
| UBS Group AG | 0.00% | Add +2536.3% | 233,967 | $6.0M |
| Paradigm, Strategies in Wealth Management, LLC | 3.85% | Add +23.5% | 229,714 | $5.8M |
| Capital Investment Advisors, LLC | 0.11% | Add +678.6% | 220,457 | $5.6M |
| Guidance Point Advisors, LLC | 1.39% | Add +16.2% | 186,758 | $4.8M |
| Krilogy Financial LLC | 0.30% | New | 178,341 | $4.5M |
| 4Thought Financial Group Inc. | 2.55% | New | 161,247 | $4.1M |
| Benjamin Edwards Inc. | 0.06% | New | 152,472 | $3.9M |
| Sandy Spring Bank | 0.15% | Add +406.0% | 141,398 | $3.6M |
| Lido Advisors, LLC | 0.02% | New | 135,239 | $3.4M |
| US Bancorp \de | 0.00% | New | 121,780 | $3.1M |
| Probity Advisors, Inc. | 0.59% | New | 120,838 | $3.1M |
| Parallel Advisors, LLC | 0.07% | Add +2520.1% | 118,375 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +428.4% | 99,355 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.09% | Add +39.3% | 89,295 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | New | 87,983 | $2.2M |
| Sabal Trust CO | 0.13% | Add +96.7% | 86,483 | $2.2M |
| Stonebrook Private Inc. | 0.51% | New | 77,213 | $2.0M |
| Archford Capital Strategies, LLC | 0.29% | New | 75,627 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | New | 63,067 | $1.6M |
| Raymond James Financial Inc. | 0.00% | — | 62,226 | $1.6M |
| Arrow Financial Corp | 0.14% | Add +710.8% | 57,421 | $1.5M |
| Meitav Investment House Ltd. | 0.02% | New | 52,432 | $1.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +94.0% | 49,697 | $1.3M |
| HighTower Advisors, LLC | 0.00% | Add +225.4% | 38,353 | $976K |
| Citadel Advisors | 0.00% | New | 33,999 | $865K |
| Seneca House Advisors | 0.34% | Add +30.1% | 33,980 | $865K |
| BlackRock, Inc. | 0.00% | Reduce -81.5% | 25,049 | $637K |
| Old Mission Capital LLC | 0.01% | New | 17,948 | $457K |
| Montecito Bank & Trust | 0.07% | Add +6.6% | 16,397 | $417K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Add +12.2% | 16,328 | $416K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 15,445 | $393K |
| Stokes Family Office, LLC | 0.04% | New | 15,000 | $382K |
| Captrust Financial Advisors | 0.00% | New | 14,967 | $381K |
| Segment Wealth Management, LLC | 0.02% | New | 13,175 | $335K |
| Private Advisor Group, LLC | 0.00% | No change | 11,069 | $282K |
| Gradient Capital Advisors, LLC | 0.08% | Add +30.0% | 9,923 | $253K |
| Mutual Advisors, LLC | 0.01% | New | 9,816 | $248K |
| LPL Financial LLC | 0.00% | New | 9,339 | $238K |
| Avantax Advisory Services, Inc. | 0.00% | New | 8,275 | $211K |
| Osaic Holdings, Inc. | 0.00% | Add +521.2% | 6,833 | $174K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | Add +725.0% | 3,300 | $84K |
| CVA Family Office, LLC | 0.01% | New | 2,564 | $65K |
| Hemington Wealth Management | 0.01% | Add +3.9% | 2,148 | $54K |
| IFP Advisors, Inc | 0.00% | New | 1,786 | $45K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +43.2% | 1,690 | $43K |
| CENTRAL TRUST Co | 0.00% | New | 961 | $24K |
"% of holder's portfolio" is IBDZ's weight in each manager's 13F, not the share of ISHARESIBONDSDEC2034TMCORP the manager owns.