ISHARESIBONDSDEC2034TMCORPIBDZETF
13F holders, Q3 2025 (September 30)95holders +17
17new positions
1sold out
1famous investor
$26.47avg. 13F price*
At the end of Q3 2025, 95 institutions reported holding ISHARESIBONDSDEC2034TMCORP (IBDZ) in their 13F filings, up 17 from Q2 2025. 17 opened new positions and 1 sold out. The largest holders were Capital Investment Advisors, LLC ($52.8M), Summitry LLC ($32.7M) and Morgan Stanley ($23.4M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $23.3M |
| Exits | 1 | $11.3M |
All 13F filers, Q2 2025 → Q3 2025: 2,680,274 shares bought and 535,783 shares sold, net +2,144,491 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Capital Investment Advisors, LLC | 0.87% | Add +15.7% | 1,995,931 | $52.8M |
| Summitry LLC | 1.38% | Add +1.1% | 1,234,310 | $32.7M |
| Morgan Stanley | 0.00% | Add +422.6% | 884,474 | $23.4M |
| Bank of America Corp. | 0.00% | Add +11.2% | 770,108 | $20.4M |
| Royal Bank of Canada | 0.00% | Add +8.1% | 661,192 | $17.5M |
| MV Capital Management, Inc. | 1.37% | Reduce -4.7% | 540,082 | $14.3M |
| Summit Financial, LLC | 0.21% | New | 522,212 | $13.8M |
| Mb, Levis & Associates, LLC | 5.71% | Add +0.3% | 498,092 | $13.2M |
| UBS Group AG | 0.00% | Add +7.7% | 324,127 | $8.6M |
| Arrow Financial Corp | 0.78% | Add +19.8% | 287,632 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Add +246.1% | 256,720 | $6.8M |
| US Bancorp \de | 0.01% | Add +32.0% | 246,077 | $6.5M |
| Guidance Point Advisors, LLC | 1.57% | Add +12.0% | 238,484 | $6.3M |
| Paradigm, Strategies in Wealth Management, LLC | 3.69% | Reduce -3.8% | 217,915 | $5.8M |
| Lido Advisors, LLC | 0.02% | Add +17.9% | 204,766 | $5.4M |
| Krilogy Financial LLC | 0.19% | Add +8.9% | 196,020 | $5.1M |
| Benjamin Edwards Inc. | 0.05% | Add +4.6% | 182,207 | $4.8M |
| Parallel Advisors, LLC | 0.09% | Add +10.2% | 177,703 | $4.7M |
| 4Thought Financial Group Inc. | 2.28% | Add +3.2% | 170,739 | $4.5M |
| Atlantic Union Bankshares Corp | 0.08% | Reduce -1.8% | 167,777 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.0% | 165,418 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.2% | 165,277 | $4.4M |
| Hancock Whitney Corp. | 0.07% | Add +19.5% | 154,593 | $4.1M |
| Raymond James Financial Inc. | 0.00% | Add +9.3% | 142,762 | $3.8M |
| Probity Advisors, Inc. | 0.61% | Add +0.6% | 142,041 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +21.4% | 117,667 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.7% | 109,911 | $2.9M |
| Meitav Investment House Ltd. | 0.03% | Reduce -1.5% | 98,711 | $2.6M |
| Marathon Mission, Inc. | 1.45% | New | 92,060 | $2.4M |
| Stonebrook Private Inc. | 0.48% | Add +1.1% | 84,384 | $2.2M |
| Archford Capital Strategies, LLC | 0.26% | Add +3.6% | 81,999 | $2.2M |
| JPMorgan Chase & Co. | 0.00% | New | 80,741 | $2.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +38.0% | 61,872 | $1.6M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -9.5% | 59,635 | $1.6M |
| Quantum Financial Advisors, LLC | 0.18% | Add +2.8% | 54,874 | $1.5M |
| Keeler Thomas Management LLC | 0.62% | Add +2.5% | 51,113 | $1.4M |
| Wells Fargo & Company | 0.00% | Add +95778.9% | 49,857 | $1.3M |
| Flow Traders U.S. LLC | 0.05% | New | 41,896 | $1.1M |
| Little House Capital LLC | 0.25% | Add +3.6% | 41,811 | $1.1M |
| Citadel Advisors | 0.00% | New | 40,330 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -2.9% | 39,859 | $1.1M |
| Seneca House Advisors | 0.39% | Add +5.4% | 36,142 | $957K |
| LPL Financial LLC | 0.00% | Add +8.4% | 34,415 | $911K |
| MCF Advisors LLC | 0.05% | No change | 32,857 | $870K |
| Ameriprise Financial Inc. | 0.00% | Add +203.3% | 29,926 | $792K |
| Stokes Family Office, LLC | 0.07% | No change | 27,000 | $715K |
| Fulton Breakefield Broenniman LLC | 0.04% | Add +48.2% | 23,945 | $634K |
| Montecito Bank & Trust | 0.10% | — | 23,244 | $615K |
| Sigma Investment Counselors Inc. | 0.03% | Add +12.6% | 21,210 | $561K |
| Segment Wealth Management, LLC | 0.03% | Add +15.2% | 20,835 | $552K |
| Sarver Vrooman Wealth Advisors | 0.35% | Add +113.2% | 20,609 | $546K |
| Reliant Wealth Planning | 0.16% | Reduce -28.4% | 19,050 | $504K |
| Associated Banc-Corp | 0.01% | Add +79.6% | 18,758 | $497K |
| Lyell Wealth Management, LP | 0.03% | New | 17,725 | $469K |
| Advisory Services Network, LLC | 0.01% | Add +0.6% | 17,703 | $469K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Add +1.1% | 16,885 | $447K |
| Gradient Capital Advisors, LLC | 0.12% | Add +11.1% | 16,847 | $446K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 15,796 | $418K |
| Greater Midwest Financial Group, LLC | 0.27% | Add +1.6% | 15,550 | $412K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 15,445 | $409K |
| Simplicity Wealth,LLC | 0.02% | New | 15,130 | $400K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 14,600 | $386K |
| StoneX Group Inc. | 0.02% | Add +10.3% | 14,217 | $376K |
| Cetera Investment Advisers | 0.00% | New | 14,024 | $371K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +45.6% | 13,041 | $345K |
| Captrust Financial Advisors | 0.00% | Reduce -16.6% | 12,895 | $341K |
| Glenview Trust Co | 0.01% | Add +4.1% | 12,609 | $334K |
| MML Investors Services, LLC | 0.00% | Add +30.2% | 11,773 | $312K |
| Valmark Advisers, Inc. | 0.00% | Add +34.3% | 11,408 | $302K |
| Private Advisor Group, LLC | 0.00% | No change | 11,069 | $293K |
| IFP Advisors, Inc | 0.01% | Reduce -1.4% | 10,252 | $271K |
| Seaview Investment Managers LLC | 0.10% | Add +0.7% | 10,174 | $269K |
| Jones Financial Companies LLLP | 0.00% | Add +198.1% | 9,913 | $262K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -15.2% | 9,156 | $242K |
| Wilkins Miller Wealth Management, LLC | 0.15% | New | 9,087 | $241K |
| Sterling Investment Advisors, Ltd. | 0.04% | New | 8,625 | $228K |
| Truist Financial Corp. | 0.00% | New | 8,614 | $228K |
| Mutual Advisors, LLC | 0.00% | Reduce -44.2% | 8,384 | $224K |
| United Capital Financial Advisors, LLC | 0.00% | Add +4.1% | 8,139 | $215K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 7,790 | $206K |
| Addison Advisors LLC | 0.05% | Add +2.2% | 7,550 | $200K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,458 | $92K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | No change | 3,300 | $87K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 2,975 | $79K |
| Cwm, LLC | 0.00% | Add +9.0% | 2,566 | $68K |
| CVA Family Office, LLC | 0.01% | No change | 2,564 | $68K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.7% | 2,225 | $59K |
| Hemington Wealth Management | 0.01% | No change | 2,148 | $56K |
| 10Elms LLP | 0.05% | New | 1,900 | $50K |
| CNB Bank | 0.02% | New | 1,857 | $49K |
| United Community Bank | 0.01% | No change | 1,515 | $40K |
| CENTRAL TRUST Co | 0.00% | Reduce -5.8% | 895 | $24K |
| Comerica Bank | 0.00% | Add +0.0% | 800 | $21K |
| Rockefeller Capital Management L.P. | 0.00% | New | 722 | $19K |
| BlackRock, Inc. | 0.00% | Add +2.0% | 50 | $1K |
"% of holder's portfolio" is IBDZ's weight in each manager's 13F, not the share of ISHARESIBONDSDEC2034TMCORP the manager owns.