iShares Ibonds Oct 2031 TTIBIHETF

13F holders, Q4 2024 (December 31)
6holders +1
2new positions
1sold out
1famous investor
$25.12avg. 13F price*

At the end of Q4 2024, 6 institutions reported holding iShares Ibonds Oct 2031 TT (IBIH) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 1 sold out. The largest holders were Quantum Financial Advisors, LLC ($3.5M), Yoder Wealth Management, Inc. ($2.5M) and Citadel Advisors ($913K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Ibonds Oct 2031 TT
CUSIP
46438G877
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 4Q1 2024Q2 2024: 7Q2 2024Q3 2024: 5Q3 2024Q4 2024: 6Q4 2024Q1 2025: 8Q1 2025Q2 2025: 11Q2 2025Q3 2025: 12Q3 2025Q4 2025: 14Q4 2025Q1 2026: 17Q1 2026Q2 2026: 19Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$934K
Exits1$26

All 13F filers, Q3 2024 → Q4 2024: 88,942 shares bought and 7,325 shares sold, net +81,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Quantum Financial Advisors, LLC 0.54% Add +1.8% 140,504 $3.5M
Yoder Wealth Management, Inc. 1.37% Add +98.6% 98,385 $2.5M
Citadel Advisors 0.00% New 36,365 $913K
Flow Traders U.S. LLC 0.03% Reduce -20.9% 27,772 $698K
ARK & TLK Investments, LLC 0.17% Add +2.1% 19,084 $479K
Steward Partners Investment Advisory, LLC 0.00% New 826 $21K

"% of holder's portfolio" is IBIH's weight in each manager's 13F, not the share of iShares Ibonds Oct 2031 TT the manager owns.