ISHARESIBONDSDEC2034TMCORPIBDZETF
13F holders, Q2 2025 (June 30)78holders +5
15new positions
7sold out
$26.30avg. 13F price*
At the end of Q2 2025, 78 institutions reported holding ISHARESIBONDSDEC2034TMCORP (IBDZ) in their 13F filings, up 5 from Q1 2025. 15 opened new positions and 7 sold out. The largest holders were Capital Investment Advisors, LLC ($46.8M), Summitry LLC ($31.9M) and Bank of America Corp. ($18.1M).
- Company
- ISHARESIBONDSDEC2034TMCORP
- CUSIP
- 46438G653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $16.5M |
| Exits | 7 | $4.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,311,055 shares bought and 345,064 shares sold, net +1,965,991 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 78 holders
| Capital Investment Advisors, LLC | 0.83% | Add +218.2% | 1,724,476 | $46.8M |
| Summitry LLC | 1.45% | Add +3.6% | 1,220,656 | $31.9M |
| Bank of America Corp. | 0.00% | Add +0.2% | 692,459 | $18.1M |
| Royal Bank of Canada | 0.00% | Add +1.8% | 611,693 | $16.0M |
| MV Capital Management, Inc. | 1.52% | Reduce -4.5% | 566,737 | $14.8M |
| Mb, Levis & Associates, LLC | 5.70% | Add +1.7% | 496,549 | $13.0M |
| PFG Private Wealth Management, LLC | 5.83% | Add +3.1% | 433,326 | $11.3M |
| UBS Group AG | 0.00% | Reduce -22.0% | 301,083 | $7.9M |
| Arrow Financial Corp | 0.66% | Add +61.8% | 240,155 | $6.3M |
| Paradigm, Strategies in Wealth Management, LLC | 3.87% | Reduce -2.8% | 226,502 | $5.9M |
| Guidance Point Advisors, LLC | 1.48% | Add +8.0% | 212,891 | $5.6M |
| US Bancorp \de | 0.01% | Add +17.6% | 186,383 | $4.9M |
| Krilogy Financial LLC | 0.27% | Reduce -12.4% | 179,980 | $4.7M |
| Benjamin Edwards Inc. | 0.06% | Reduce -5.2% | 174,169 | $4.6M |
| Lido Advisors, LLC | 0.02% | Add +9.3% | 173,662 | $4.5M |
| Atlantic Union Bankshares Corp | 0.10% | New | 170,822 | $4.5M |
| Morgan Stanley | 0.00% | Add +30.3% | 169,241 | $4.4M |
| 4Thought Financial Group Inc. | 2.30% | Add +1.9% | 165,429 | $4.3M |
| Parallel Advisors, LLC | 0.08% | Add +15.0% | 161,318 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +47.6% | 145,985 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +50.0% | 145,151 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +8.9% | 143,445 | $3.7M |
| Probity Advisors, Inc. | 0.65% | Add +9.4% | 141,238 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Add +10.8% | 130,641 | $3.4M |
| Hancock Whitney Corp. | 0.06% | New | 129,408 | $3.4M |
| Meitav Investment House Ltd. | 0.04% | Reduce -3.9% | 100,175 | $2.6M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 96,885 | $2.5M |
| Stonebrook Private Inc. | 0.51% | Add +2.3% | 83,449 | $2.2M |
| Archford Capital Strategies, LLC | 0.26% | Reduce -3.9% | 79,137 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +41.6% | 74,175 | $1.9M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.4% | 65,925 | $1.7M |
| Quantum Financial Advisors, LLC | 0.19% | Add +0.1% | 53,402 | $1.4M |
| Keeler Thomas Management LLC | 0.56% | Add +45.8% | 49,875 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | New | 44,819 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 41,057 | $1.1M |
| Little House Capital LLC | 0.26% | Add +0.1% | 40,342 | $1.1M |
| Seneca House Advisors | 0.38% | Reduce -7.0% | 34,291 | $896K |
| MCF Advisors LLC | 0.06% | New | 32,857 | $859K |
| LPL Financial LLC | 0.00% | Add +29.5% | 31,743 | $829K |
| Stokes Family Office, LLC | 0.07% | No change | 27,000 | $706K |
| Reliant Wealth Planning | 0.27% | New | 26,603 | $695K |
| Sigma Investment Counselors Inc. | 0.03% | New | 18,844 | $492K |
| Segment Wealth Management, LLC | 0.03% | Add +11.5% | 18,085 | $473K |
| Advisory Services Network, LLC | 0.01% | Reduce -6.7% | 17,594 | $457K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Reduce -7.5% | 16,694 | $436K |
| Fulton Breakefield Broenniman LLC | 0.03% | New | 16,153 | $422K |
| Captrust Financial Advisors | 0.00% | Add +3.3% | 15,457 | $404K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 15,445 | $404K |
| Greater Midwest Financial Group, LLC | 0.31% | Reduce -1.4% | 15,299 | $400K |
| Gradient Capital Advisors, LLC | 0.12% | Add +32.2% | 15,159 | $396K |
| Mutual Advisors, LLC | 0.01% | Add +16.3% | 15,027 | $390K |
| LBMC Investment Advisors, LLC | 0.03% | New | 14,600 | $381K |
| Avantax Advisory Services, Inc. | 0.00% | Add +27.7% | 13,478 | $352K |
| StoneX Group Inc. | 0.02% | Add +1.3% | 12,885 | $337K |
| Glenview Trust Co | 0.01% | No change | 12,109 | $316K |
| Private Advisor Group, LLC | 0.00% | No change | 11,069 | $289K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 10,792 | $282K |
| Associated Banc-Corp | 0.01% | Add +29.4% | 10,445 | $273K |
| IFP Advisors, Inc | 0.01% | Add +39.3% | 10,402 | $272K |
| Seaview Investment Managers LLC | 0.06% | Add +22.5% | 10,099 | $264K |
| Ameriprise Financial Inc. | 0.00% | New | 9,867 | $258K |
| Sarver Vrooman Wealth Advisors | 0.17% | Add +5.1% | 9,666 | $253K |
| MML Investors Services, LLC | 0.00% | New | 9,041 | $236K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.0% | 8,954 | $234K |
| Valmark Advisers, Inc. | 0.00% | No change | 8,496 | $222K |
| United Capital Financial Advisors, LLC | 0.00% | New | 7,819 | $204K |
| Addison Advisors LLC | 0.05% | Add +206.0% | 7,390 | $193K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +65.9% | 3,458 | $90K |
| Jones Financial Companies LLLP | 0.00% | Add +565.2% | 3,326 | $87K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 3,300 | $86K |
| Osaic Holdings, Inc. | 0.00% | Add +39.5% | 2,770 | $72K |
| CVA Family Office, LLC | 0.01% | No change | 2,564 | $67K |
| Cwm, LLC | 0.00% | No change | 2,354 | $62K |
| Hemington Wealth Management | 0.01% | No change | 2,148 | $56K |
| United Community Bank | 0.01% | Add +95.5% | 1,515 | $40K |
| CENTRAL TRUST Co | 0.00% | Reduce -1.8% | 950 | $25K |
| Wells Fargo & Company | 0.00% | New | 52 | $1K |
| BlackRock, Inc. | 0.00% | No change | 49 | $1K |
"% of holder's portfolio" is IBDZ's weight in each manager's 13F, not the share of ISHARESIBONDSDEC2034TMCORP the manager owns.