ISHARESIBONDSDEC2034TMCORPIBDZETF
13F holders, Q1 2025 (March 31)73holders +22
22new positions
1sold out
1famous investor
$25.78avg. 13F price*
At the end of Q1 2025, 73 institutions reported holding ISHARESIBONDSDEC2034TMCORP (IBDZ) in their 13F filings, up 22 from Q4 2024. 22 opened new positions and 1 sold out. The largest holders were Summitry LLC ($30.4M), Bank of America Corp. ($17.8M) and Royal Bank of Canada ($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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 22 | $22.5M |
| Exits | 1 | $2.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,150,564 shares bought and 397,282 shares sold, net +1,753,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Summitry LLC | 1.54% | Add +5.1% | 1,177,788 | $30.4M |
| Bank of America Corp. | 0.00% | Add +13.6% | 691,192 | $17.8M |
| Royal Bank of Canada | 0.00% | Add +4.8% | 600,993 | $15.5M |
| MV Capital Management, Inc. | 1.64% | Reduce -29.9% | 593,662 | $15.3M |
| Capital Investment Advisors, LLC | 0.27% | Add +145.8% | 541,886 | $14.0M |
| Mb, Levis & Associates, LLC | 5.85% | Add +0.4% | 488,404 | $12.6M |
| PFG Private Wealth Management, LLC | 5.86% | New | 420,165 | $10.8M |
| UBS Group AG | 0.00% | Add +64.9% | 385,887 | $10.0M |
| Paradigm, Strategies in Wealth Management, LLC | 4.05% | Add +1.4% | 232,921 | $6.0M |
| Krilogy Financial LLC | 0.34% | Add +15.2% | 205,368 | $5.3M |
| Guidance Point Advisors, LLC | 1.50% | Add +5.5% | 197,063 | $5.1M |
| Benjamin Edwards Inc. | 0.07% | Add +20.5% | 183,791 | $4.7M |
| Sandy Spring Bank | 0.18% | Add +20.4% | 170,318 | $4.4M |
| 4Thought Financial Group Inc. | 2.59% | Add +0.7% | 162,405 | $4.2M |
| Lido Advisors, LLC | 0.02% | Add +17.5% | 158,940 | $4.1M |
| US Bancorp \de | 0.01% | Add +30.1% | 158,491 | $4.1M |
| Arrow Financial Corp | 0.43% | Add +158.4% | 148,400 | $3.8M |
| Parallel Advisors, LLC | 0.08% | Add +18.5% | 140,283 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +32.5% | 131,685 | $3.4M |
| Morgan Stanley | 0.00% | New | 129,908 | $3.3M |
| Probity Advisors, Inc. | 0.64% | Add +6.9% | 129,151 | $3.3M |
| Raymond James Financial Inc. | 0.00% | Add +89.5% | 117,948 | $3.0M |
| Sabal Trust CO | 0.15% | Add +24.1% | 107,280 | $2.8M |
| Meitav Investment House Ltd. | 0.05% | Add +98.9% | 104,268 | $2.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.4% | 98,895 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +94.7% | 96,769 | $2.5M |
| Archford Capital Strategies, LLC | 0.31% | Add +8.8% | 82,305 | $2.1M |
| Stonebrook Private Inc. | 0.55% | Add +5.6% | 81,559 | $2.1M |
| Old Mission Capital LLC | 0.04% | Add +317.3% | 74,897 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +3.1% | 65,037 | $1.7M |
| Stifel Financial Corp. | 0.00% | New | 60,160 | $1.6M |
| Quantum Financial Advisors, LLC | 0.20% | New | 53,348 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +36.6% | 52,390 | $1.4M |
| Little House Capital LLC | 0.29% | New | 40,305 | $1.0M |
| Seneca House Advisors | 0.41% | Add +8.5% | 36,870 | $951K |
| Keeler Thomas Management LLC | 0.43% | New | 34,217 | $882K |
| Stokes Family Office, LLC | 0.08% | Add +80.0% | 27,000 | $696K |
| Flow Traders U.S. LLC | 0.03% | New | 26,730 | $689K |
| LPL Financial LLC | 0.00% | Add +162.4% | 24,509 | $632K |
| Advisory Services Network, LLC | 0.01% | New | 18,851 | $486K |
| McGlone Suttner Wealth Management, Inc. | 0.08% | Add +10.6% | 18,054 | $466K |
| Montecito Bank & Trust | 0.08% | Add +8.0% | 17,716 | $457K |
| Segment Wealth Management, LLC | 0.03% | Add +23.1% | 16,225 | $418K |
| Greater Midwest Financial Group, LLC | 0.28% | New | 15,523 | $400K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 15,445 | $398K |
| Captrust Financial Advisors | 0.00% | No change | 14,967 | $386K |
| Mutual Advisors, LLC | 0.01% | Add +31.7% | 12,925 | $331K |
| StoneX Group Inc. | 0.02% | New | 12,724 | $328K |
| Glenview Trust Co | 0.01% | New | 12,109 | $312K |
| Gradient Capital Advisors, LLC | 0.10% | Add +15.6% | 11,468 | $296K |
| Private Advisor Group, LLC | 0.00% | No change | 11,069 | $285K |
| Avantax Advisory Services, Inc. | 0.00% | Add +27.5% | 10,554 | $272K |
| Sarver Vrooman Wealth Advisors | 0.16% | — | 9,196 | $237K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 9,041 | $233K |
| Citadel Advisors | 0.00% | Reduce -74.4% | 8,691 | $224K |
| Valmark Advisers, Inc. | 0.00% | New | 8,496 | $219K |
| Seaview Investment Managers LLC | 0.05% | New | 8,245 | $213K |
| Associated Banc-Corp | 0.01% | New | 8,075 | $208K |
| First Interstate Bank | 0.01% | New | 7,836 | $202K |
| IFP Advisors, Inc | 0.01% | Add +318.0% | 7,465 | $192K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | No change | 3,300 | $85K |
| CVA Family Office, LLC | 0.01% | No change | 2,564 | $66K |
| Addison Advisors LLC | 0.02% | New | 2,415 | $62K |
| Cwm, LLC | 0.00% | New | 2,354 | $61K |
| Hemington Wealth Management | 0.01% | No change | 2,148 | $55K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +23.3% | 2,084 | $54K |
| Osaic Holdings, Inc. | 0.00% | Reduce -70.9% | 1,986 | $51K |
| CENTRAL TRUST Co | 0.00% | Add +0.6% | 967 | $25K |
| United Community Bank | 0.01% | New | 775 | $20K |
| JPMorgan Chase & Co. | 0.00% | New | 768 | $20K |
| Jones Financial Companies LLLP | 0.00% | New | 500 | $13K |
| BlackRock, Inc. | 0.00% | Reduce -99.8% | 49 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 39 | $1K |
"% of holder's portfolio" is IBDZ's weight in each manager's 13F, not the share of ISHARESIBONDSDEC2034TMCORP the manager owns.