iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q2 2024 (June 30)88holders +10
15new positions
5sold out
$19.28avg. 13F price*
At the end of Q2 2024, 88 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 10 from Q1 2024. 15 opened new positions and 5 sold out. The largest holders were Wells Fargo & Company ($36.8M), Atwood & Palmer Inc. ($18.5M) and Bank of America Corp. ($12.1M).
- Company
- iShares Ibonds Dec 2030 Trea
- CUSIP
- 46436E593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.2M |
| Exits | 5 | $1.5M |
All 13F filers, Q1 2024 → Q2 2024: 1,103,808 shares bought and 211,928 shares sold, net +891,880 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Wells Fargo & Company | 0.01% | Reduce -1.2% | 1,908,348 | $36.8M |
| Atwood & Palmer Inc. | 1.40% | Add +0.9% | 961,250 | $18.5M |
| Bank of America Corp. | 0.00% | Add +6.8% | 628,489 | $12.1M |
| Waycross Investment Management Co | 10.04% | Add +1.3% | 539,866 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 520,967 | $10.0M |
| Confluence Investment Management LLC | 0.11% | Reduce -0.5% | 406,830 | $7.8M |
| Raymond James & Associates | 0.01% | Add +14.2% | 400,526 | $7.7M |
| Legacy Private Trust Co. | 0.48% | Add +38.0% | 350,377 | $6.8M |
| Krilogy Financial LLC | 0.45% | Reduce -5.0% | 315,383 | $6.1M |
| UBS Group AG | 0.00% | Add +5.0% | 279,908 | $5.4M |
| Probity Advisors, Inc. | 1.08% | Add +34.5% | 269,973 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +1.0% | 254,231 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +14.2% | 173,833 | $3.4M |
| LPL Financial LLC | 0.00% | Add +6.5% | 156,037 | $3.0M |
| D.A. Davidson & Co. | 0.02% | Add +124.9% | 134,160 | $2.6M |
| Stockman Wealth Management, Inc. | 0.44% | Add +19.3% | 130,482 | $2.5M |
| Ameriprise Financial Inc. | 0.00% | New | 125,673 | $2.4M |
| CENTRAL TRUST Co | 0.06% | Add +54.8% | 123,772 | $2.4M |
| Accretive Wealth Partners, LLC | 0.97% | Add +1.3% | 119,729 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.7% | 115,698 | $2.2M |
| Flow Traders U.S. LLC | 0.11% | Add +1.2% | 112,403 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +4.0% | 109,676 | $2.1M |
| Country Club Bank | 0.14% | Add +0.4% | 104,891 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 94,315 | $1.8M |
| Atlantic Private Wealth, LLC | 1.48% | Add +82.0% | 94,185 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.5% | 81,268 | $1.6M |
| Smartleaf Asset Management LLC | 0.24% | Add +9.9% | 74,524 | $1.4M |
| FF Advisors,LLC | 1.01% | Add +1.4% | 74,685 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +9.4% | 72,632 | $1.4M |
| IFP Advisors, Inc | 0.05% | Add +121.2% | 69,022 | $1.3M |
| Boston Family Office LLC | 0.09% | New | 67,165 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -34.9% | 62,755 | $1.2M |
| STAR Financial Bank | 0.92% | New | 61,935 | $1.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +26.7% | 58,888 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +1.9% | 51,140 | $986K |
| Lanark Financial, Inc. | 0.09% | Add +22.2% | 48,823 | $941K |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.8% | 47,483 | $915K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +120.4% | 37,235 | $717K |
| Snowden Capital Advisors LLC | 0.02% | No change | 36,705 | $707K |
| Yoder Wealth Management, Inc. | 0.46% | Add +33.6% | 36,552 | $705K |
| Goldman Sachs Group Inc. | 0.00% | No change | 33,377 | $643K |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 31,100 | $599K |
| Mechanics Bank Trust Department | 0.08% | No change | 29,000 | $559K |
| Focus Partners Wealth | 0.00% | New | 27,502 | $530K |
| Jane Street Group, LLC | 0.00% | Reduce -29.9% | 27,341 | $527K |
| Compass Ion Advisors, LLC | 0.07% | No change | 26,997 | $524K |
| Osaic Holdings, Inc. | 0.00% | Add +17.7% | 26,178 | $505K |
| Associated Banc-Corp | 0.02% | Add +144.5% | 25,634 | $494K |
| MV Capital Management, Inc. | 0.05% | Add +2.1% | 25,209 | $486K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 24,722 | $477K |
| Arlington Capital Management, Inc. | 0.41% | Reduce -3.4% | 24,335 | $469K |
| Seneca House Advisors | 0.20% | Reduce -37.9% | 24,117 | $465K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -11.5% | 21,944 | $423K |
| Mercer Global Advisors Inc. | 0.00% | Add +29.5% | 21,854 | $422K |
| Cerity Partners LLC | 0.00% | No change | 21,611 | $417K |
| Mendota Financial Group, LLC | 0.22% | Add +1.0% | 21,104 | $407K |
| Equitable Holdings, Inc. | 0.00% | No change | 17,890 | $345K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -54.0% | 17,174 | $331K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +9.2% | 15,918 | $307K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 15,845 | $305K |
| Waterloo Capital, L.P. | 0.04% | Add +30.9% | 15,351 | $296K |
| James Investment Research, Inc. | 0.03% | Reduce -6.5% | 14,350 | $277K |
| JDM Financial Group LLC | 0.19% | New | 14,312 | $276K |
| WASHINGTON TRUST Co | 0.01% | Add +10.8% | 13,625 | $263K |
| Susquehanna International Group, LLP | 0.00% | New | 13,338 | $257K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +18.0% | 12,961 | $250K |
| Guidance Point Advisors, LLC | 0.08% | New | 11,977 | $231K |
| BCS Wealth Management | 0.10% | No change | 11,167 | $215K |
| Comerica Bank | 0.00% | Add +7.5% | 10,474 | $202K |
| AllSquare Wealth Management LLC | 0.08% | No change | 6,977 | $134K |
| Community Bank, N.A. | 0.02% | No change | 6,913 | $133K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 5,574 | $107K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 2,542 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 2,354 | $45K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,135 | $41K |
| Bogart Wealth, LLC | 0.00% | No change | 2,128 | $41K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +16.2% | 1,642 | $32K |
| Cherry Tree Wealth Management, LLC | 0.01% | New | 1,592 | $31K |
| Element Wealth, LLC | 0.01% | New | 1,250 | $24K |
| Allworth Financial LP | 0.00% | No change | 1,053 | $20K |
| Cwm, LLC | 0.00% | New | 961 | $19K |
| Mb, Levis & Associates, LLC | 0.01% | New | 816 | $16K |
| First PREMIER Bank | 0.00% | No change | 627 | $12K |
| Parkside Financial Bank & Trust | 0.00% | No change | 483 | $9K |
| Barrett & Company, Inc. | 0.00% | No change | 400 | $8K |
| Asset Dedication, LLC | 0.00% | New | 366 | $7K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | New | 259 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 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.