ISHARESIBONDSDEC2034TMCORPIBDZETF
13F holders, Q4 2025 (December 31)108holders +13
15new positions
4sold out
1famous investor
$26.37avg. 13F price*
At the end of Q4 2025, 108 institutions reported holding ISHARESIBONDSDEC2034TMCORP (IBDZ) in their 13F filings, up 13 from Q3 2025. 15 opened new positions and 4 sold out. The largest holders were Capital Investment Advisors, LLC ($59.3M), Summit Financial, LLC ($43.7M) and Morgan Stanley ($33.9M). 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 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $39.6M |
| Exits | 4 | $889K |
All 13F filers, Q3 2025 → Q4 2025: 5,493,198 shares bought and 222,265 shares sold, net +5,270,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 108 holders
| Capital Investment Advisors, LLC | 0.90% | Add +12.7% | 2,248,701 | $59.3M |
| Summit Financial, LLC | 0.64% | Add +217.4% | 1,657,455 | $43.7M |
| Morgan Stanley | 0.00% | Add +45.5% | 1,286,773 | $33.9M |
| Summitry LLC | 1.39% | Add +2.3% | 1,262,550 | $33.3M |
| Bank of America Corp. | 0.00% | Add +38.2% | 1,063,948 | $28.1M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 670,666 | $17.7M |
| Sigma Investment Counselors Inc. | 0.88% | Add +2982.9% | 653,888 | $17.2M |
| MV Capital Management, Inc. | 1.41% | Add +3.2% | 557,365 | $14.7M |
| Mb, Levis & Associates, LLC | 5.60% | Add +1.2% | 504,186 | $13.3M |
| PFG Private Wealth Management, LLC | 5.61% | New | 486,439 | $12.8M |
| Motley Fool Wealth Management, LLC | 0.93% | New | 455,702 | $12.0M |
| Arrow Financial Corp | 1.05% | Add +39.4% | 400,877 | $10.6M |
| UBS Group AG | 0.00% | Add +10.8% | 359,188 | $9.5M |
| Parkway Wealth Management Group, LLC | 1.22% | — | 345,452 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Add +31.0% | 336,208 | $8.9M |
| US Bancorp \de | 0.01% | Add +26.1% | 310,298 | $8.2M |
| Seneca House Advisors | 2.81% | Add +689.3% | 285,269 | $7.5M |
| Guidance Point Advisors, LLC | 1.61% | Add +8.1% | 257,841 | $6.8M |
| Raymond James Financial Inc. | 0.00% | Add +60.4% | 228,991 | $6.0M |
| Kestra Advisory Services, LLC | 0.02% | Add +33.6% | 220,764 | $5.8M |
| Janney Montgomery Scott LLC | 0.01% | New | 219,064 | $5.8M |
| Paradigm, Strategies in Wealth Management, LLC | 3.75% | Reduce -0.5% | 216,813 | $5.7M |
| Lido Advisors, LLC | 0.02% | Add +3.0% | 210,929 | $5.6M |
| Krilogy Financial LLC | 0.18% | Add +1.7% | 199,395 | $5.3M |
| Parallel Advisors, LLC | 0.10% | Add +12.5% | 199,895 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +291.7% | 195,275 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.2% | 185,664 | $4.9M |
| Nestegg Advisors, Inc. | 4.18% | New | 185,601 | $4.9M |
| 4Thought Financial Group Inc. | 2.27% | Add +1.9% | 173,923 | $4.6M |
| Benjamin Edwards Inc. | 0.05% | Reduce -7.1% | 169,217 | $4.5M |
| Hancock Whitney Corp. | 0.08% | Add +5.9% | 163,689 | $4.3M |
| Probity Advisors, Inc. | 0.61% | Add +0.9% | 143,370 | $3.8M |
| Atlantic Union Bankshares Corp | 0.07% | Reduce -18.8% | 136,202 | $3.6M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +0.8% | 118,593 | $3.1M |
| Meitav Investment House Ltd. | 0.03% | Add +0.4% | 99,103 | $2.6M |
| Marathon Mission, Inc. | 1.49% | Add +6.0% | 97,572 | $2.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +50.7% | 93,238 | $2.5M |
| Stonebrook Private Inc. | 0.48% | Add +3.3% | 87,200 | $2.3M |
| Lyell Wealth Management, LP | 0.16% | Add +366.1% | 82,610 | $2.2M |
| Archford Capital Strategies, LLC | 0.25% | Reduce 0.0% | 81,995 | $2.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -38.0% | 68,175 | $1.8M |
| Cwm, LLC | 0.00% | Add +2518.6% | 67,194 | $1.8M |
| Quantum Financial Advisors, LLC | 0.16% | Add +0.8% | 55,324 | $1.5M |
| Keeler Thomas Management LLC | 0.67% | Add +3.6% | 52,946 | $1.4M |
| LPL Financial LLC | 0.00% | Add +47.1% | 50,638 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 50,250 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +10.6% | 44,071 | $1.2M |
| Coldstream Capital Management Inc. | 0.01% | Reduce -30.5% | 41,457 | $1.1M |
| Little House Capital LLC | 0.26% | Reduce -5.9% | 39,346 | $1.0M |
| MCF Advisors LLC | 0.06% | Add +17.2% | 38,523 | $1.0M |
| Associated Banc-Corp | 0.03% | Add +102.4% | 37,973 | $1.0M |
| Flow Traders U.S. LLC | 0.03% | Reduce -12.5% | 36,662 | $967K |
| Gilbert & Cook, Inc. | 0.12% | New | 36,280 | $957K |
| Ameriprise Financial Inc. | 0.00% | Add +9.3% | 32,709 | $863K |
| Cfo Capital Management LLC | 0.58% | — | 29,310 | $773K |
| Stokes Family Office, LLC | 0.07% | No change | 27,000 | $712K |
| Fulton Breakefield Broenniman LLC | 0.04% | Add +11.7% | 26,753 | $705K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.4% | 26,335 | $694K |
| Montecito Bank & Trust | 0.10% | Add +6.1% | 24,662 | $650K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +69.6% | 22,123 | $583K |
| Citadel Advisors | 0.00% | Reduce -46.0% | 21,795 | $575K |
| Sarver Vrooman Wealth Advisors | 0.35% | Add +2.3% | 21,073 | $556K |
| Segment Wealth Management, LLC | 0.03% | No change | 20,835 | $549K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +26.3% | 19,945 | $528K |
| Advisory Services Network, LLC | 0.01% | Add +10.8% | 19,616 | $517K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 19,393 | $511K |
| Reliant Wealth Planning | 0.16% | No change | 19,050 | $502K |
| IFP Advisors, Inc | 0.01% | Add +75.7% | 18,014 | $475K |
| Gradient Capital Advisors, LLC | 0.12% | Add +6.8% | 17,986 | $474K |
| McGlone Suttner Wealth Management, Inc. | 0.06% | Add +1.5% | 17,137 | $452K |
| Jones Financial Companies LLLP | 0.00% | Add +72.8% | 17,126 | $452K |
| Cetera Investment Advisers | 0.00% | Add +18.1% | 16,558 | $437K |
| Valmark Advisers, Inc. | 0.01% | Add +35.7% | 15,483 | $408K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | No change | 15,445 | $407K |
| StoneX Group Inc. | 0.02% | Add +7.8% | 15,321 | $404K |
| Osaic Holdings, Inc. | 0.00% | Add +574.7% | 15,013 | $396K |
| Greater Midwest Financial Group, LLC | 0.22% | Reduce -3.5% | 15,005 | $396K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 14,600 | $385K |
| Private Advisor Group, LLC | 0.00% | Add +31.7% | 14,576 | $384K |
| Captrust Financial Advisors | 0.00% | No change | 12,895 | $340K |
| Glenview Trust Co | 0.01% | No change | 12,609 | $332K |
| MML Investors Services, LLC | 0.00% | Reduce -0.9% | 11,669 | $308K |
| Koesten, Hirschmann & Crabtree, INC. | 0.14% | Add +234.1% | 11,025 | $291K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 10,679 | $282K |
| Sterling Investment Advisors, Ltd. | 0.05% | Add +17.3% | 10,115 | $267K |
| First National Trust Co | 0.01% | New | 9,928 | $262K |
| United Capital Financial Advisors, LLC | 0.00% | Add +13.6% | 9,246 | $244K |
| Wilkins Miller Wealth Management, LLC | 0.14% | Add +1.0% | 9,177 | $242K |
| XML Financial, LLC | 0.02% | New | 8,666 | $229K |
| Truist Financial Corp. | 0.00% | No change | 8,614 | $227K |
| Mutual Advisors, LLC | 0.00% | No change | 8,384 | $221K |
| Seaview Investment Managers LLC | 0.08% | Reduce -17.7% | 8,374 | $221K |
| Thrivent Financial for Lutherans | 0.00% | New | 7,853 | $208K |
| Sound View Wealth Advisors Group, LLC | 0.01% | New | 7,632 | $201K |
| Addison Advisors LLC | 0.04% | No change | 7,550 | $199K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +149.2% | 7,414 | $196K |
| CNB Bank | 0.05% | Add +154.9% | 4,733 | $125K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +27.7% | 4,416 | $116K |
| Rockefeller Capital Management L.P. | 0.00% | Add +299.0% | 2,881 | $76K |
| CVA Family Office, LLC | 0.01% | No change | 2,564 | $68K |
"% of holder's portfolio" is IBDZ's weight in each manager's 13F, not the share of ISHARESIBONDSDEC2034TMCORP the manager owns.