iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q1 2024 (March 31)78holders
1famous investor
$19.42avg. 13F price*
At the end of Q1 2024, 78 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings. The largest holders were Wells Fargo & Company ($37.5M), Atwood & Palmer Inc. ($18.5M) and Bank of America Corp. ($11.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2030 Trea
- CUSIP
- 46436E593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $20.8M |
| Exits | 7 | $10.1M |
Ownership 78 holders
| Wells Fargo & Company | 0.01% | Reduce -0.0% | 1,931,259 | $37.5M |
| Atwood & Palmer Inc. | 1.40% | Add +13.6% | 952,675 | $18.5M |
| Bank of America Corp. | 0.00% | Add +16.1% | 588,410 | $11.4M |
| Waycross Investment Management Co | 9.64% | Add +6.0% | 532,956 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +683.4% | 490,541 | $9.5M |
| Confluence Investment Management LLC | 0.11% | Reduce -0.5% | 408,958 | $7.9M |
| Raymond James & Associates | 0.00% | New | 350,755 | $6.8M |
| Krilogy Financial LLC | 0.49% | Add +10.9% | 332,073 | $6.4M |
| UBS Group AG | 0.00% | Add +112.4% | 266,684 | $5.2M |
| Legacy Private Trust Co. | 0.36% | New | 253,981 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +277.6% | 251,771 | $4.9M |
| Probity Advisors, Inc. | 0.81% | Add +89.1% | 200,674 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +689.7% | 152,193 | $3.0M |
| LPL Financial LLC | 0.00% | Add +22.6% | 146,579 | $2.8M |
| Accretive Wealth Partners, LLC | 1.00% | Add +7.2% | 118,224 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 111,598 | $2.2M |
| Flow Traders U.S. LLC | 0.12% | Add +85.2% | 111,030 | $2.2M |
| Stockman Wealth Management, Inc. | 0.37% | Add +31.9% | 109,356 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +53.1% | 105,465 | $2.1M |
| Country Club Bank | 0.14% | Reduce -2.1% | 104,463 | $2.0M |
| Morgan Stanley | 0.00% | Reduce -10.1% | 96,364 | $1.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +43.3% | 81,687 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Add +949.0% | 79,946 | $1.6M |
| FF Advisors,LLC | 0.99% | Add +42.8% | 73,640 | $1.4M |
| Smartleaf Asset Management LLC | 0.26% | New | 67,823 | $1.3M |
| Private Advisor Group, LLC | 0.01% | New | 66,399 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +3.7% | 59,654 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.5% | 56,370 | $1.1M |
| Atlantic Private Wealth, LLC | 0.84% | Add +7.5% | 51,761 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +14.6% | 50,170 | $974K |
| Commonwealth Equity Services, LLC | 0.00% | Add +47.8% | 46,482 | $903K |
| Lanark Financial, Inc. | 0.07% | New | 39,944 | $775K |
| Jane Street Group, LLC | 0.00% | Reduce -34.5% | 38,990 | $757K |
| Seneca House Advisors | 0.33% | Reduce -78.0% | 38,819 | $754K |
| Nottingham Advisors, Inc. | 0.09% | Reduce -95.2% | 37,338 | $725K |
| Snowden Capital Advisors LLC | 0.02% | Add +29.9% | 36,705 | $713K |
| Citadel Advisors | 0.00% | Add +132.6% | 34,531 | $671K |
| Goldman Sachs Group Inc. | 0.00% | Add +26.9% | 33,377 | $648K |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 31,781 | $617K |
| IFP Advisors, Inc | 0.03% | No change | 31,201 | $606K |
| InterOcean Capital Group, LLC | 0.01% | No change | 30,291 | $588K |
| Mechanics Bank Trust Department | 0.08% | No change | 29,000 | $563K |
| Yoder Wealth Management, Inc. | 0.35% | Add +4.2% | 27,352 | $531K |
| Compass Ion Advisors, LLC | 0.08% | No change | 26,997 | $524K |
| Arlington Capital Management, Inc. | 0.41% | New | 25,195 | $489K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +32.1% | 24,786 | $481K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.5% | 24,689 | $479K |
| MV Capital Management, Inc. | 0.05% | Add +49.3% | 24,685 | $479K |
| Osaic Holdings, Inc. | 0.00% | No change | 22,235 | $432K |
| Cerity Partners LLC | 0.00% | New | 21,611 | $420K |
| Lincoln National Corp. | 0.01% | New | 21,445 | $416K |
| Mendota Financial Group, LLC | 0.24% | Add +55.2% | 20,893 | $406K |
| Equitable Holdings, Inc. | 0.00% | Add +3.9% | 17,890 | $347K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 16,897 | $328K |
| Mercer Global Advisors Inc. | 0.00% | New | 16,880 | $328K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 15,910 | $309K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.1% | 15,455 | $300K |
| James Investment Research, Inc. | 0.04% | Add +7.0% | 15,350 | $298K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 14,579 | $283K |
| WASHINGTON TRUST Co | 0.01% | New | 12,300 | $239K |
| Waterloo Capital, L.P. | 0.03% | New | 11,724 | $228K |
| BCS Wealth Management | 0.07% | No change | 11,167 | $217K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | Reduce -21.6% | 10,984 | $213K |
| Associated Banc-Corp | 0.01% | New | 10,485 | $204K |
| Comerica Bank | 0.00% | Add +210.2% | 9,741 | $189K |
| AllSquare Wealth Management LLC | 0.08% | New | 6,977 | $135K |
| Community Bank, N.A. | 0.02% | Reduce -73.4% | 6,913 | $134K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +24.6% | 5,574 | $108K |
| JPMorgan Chase & Co. | 0.00% | New | 3,500 | $68K |
| Capital Analysts, LLC | 0.00% | No change | 2,354 | $46K |
| Bogart Wealth, LLC | 0.00% | Reduce -3.8% | 2,128 | $41K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 2,114 | $41K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -94.5% | 1,413 | $27K |
| Allworth Financial LP | 0.00% | No change | 1,053 | $20K |
| First PREMIER Bank | 0.00% | Add +4.5% | 627 | $12K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.8% | 483 | $9K |
| Barrett & Company, Inc. | 0.00% | New | 400 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | New | 71 | $1K |
"% of holder's portfolio" is IBTK's weight in each manager's 13F, not the share of iShares Ibonds Dec 2030 Trea the manager owns.