iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q3 2024 (September 30)95holders +7
10new positions
2sold out
$20.04avg. 13F price*
At the end of Q3 2024, 95 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 7 from Q2 2024. 10 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($39.9M), Atwood & Palmer Inc. ($20.4M) and Bank of America Corp. ($13.3M).
- Company
- iShares Ibonds Dec 2030 Trea
- CUSIP
- 46436E593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $7.1M |
| Exits | 2 | $800K |
All 13F filers, Q2 2024 → Q3 2024: 1,144,896 shares bought and 219,827 shares sold, net +925,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Wells Fargo & Company | 0.01% | Add +4.2% | 1,989,167 | $39.9M |
| Atwood & Palmer Inc. | 1.39% | Add +6.1% | 1,019,736 | $20.4M |
| Bank of America Corp. | 0.00% | Add +5.9% | 665,754 | $13.3M |
| Waycross Investment Management Co | 10.00% | Add +0.3% | 541,687 | $10.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.4% | 538,492 | $10.8M |
| Confluence Investment Management LLC | 0.11% | Reduce -3.3% | 393,463 | $7.9M |
| Raymond James & Associates | 0.00% | Reduce -7.4% | 370,832 | $7.4M |
| Legacy Private Trust Co. | 0.50% | Add +5.7% | 370,367 | $7.4M |
| Krilogy Financial LLC | 0.45% | Add +3.3% | 325,887 | $6.5M |
| Probity Advisors, Inc. | 1.18% | Add +13.7% | 306,881 | $6.2M |
| UBS Group AG | 0.00% | Add +5.5% | 295,435 | $5.9M |
| Trust Co | 0.65% | New | 269,679 | $5.4M |
| Royal Bank of Canada | 0.00% | Reduce -0.1% | 253,875 | $5.1M |
| D.A. Davidson & Co. | 0.04% | Add +80.4% | 242,083 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +14.2% | 198,581 | $4.0M |
| Stockman Wealth Management, Inc. | 0.49% | Add +20.0% | 156,539 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 153,433 | $3.1M |
| CENTRAL TRUST Co | 0.06% | Add +6.1% | 131,337 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.5% | 126,255 | $2.5M |
| Accretive Wealth Partners, LLC | 1.02% | Add +1.7% | 121,784 | $2.4M |
| IFP Advisors, Inc | 0.09% | Add +76.0% | 121,461 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.0% | 118,050 | $2.4M |
| HighTower Advisors, LLC | 0.00% | Add +0.9% | 110,701 | $2.2M |
| Country Club Bank | 0.14% | Add +1.4% | 106,326 | $2.1M |
| Atlantic Private Wealth, LLC | 1.60% | Add +11.9% | 105,362 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +9.9% | 103,685 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +73.8% | 102,316 | $2.1M |
| STAR Financial Bank | 1.17% | Add +39.6% | 86,445 | $1.7M |
| Smartleaf Asset Management LLC | 0.21% | Add +13.6% | 84,668 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +14.7% | 83,299 | $1.7M |
| Thoroughbred Financial Services, LLC | 0.10% | Add +115.4% | 80,218 | $1.6M |
| FF Advisors,LLC | 1.04% | Add +9.1% | 81,509 | $1.6M |
| Boston Family Office LLC | 0.10% | Add +7.5% | 72,192 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -11.7% | 71,777 | $1.4M |
| Morgan Stanley | 0.00% | Add +8.4% | 68,010 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.7% | 59,644 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +4.0% | 53,180 | $1.1M |
| Mechanics Bank Trust Department | 0.14% | Add +78.5% | 51,750 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.8% | 47,838 | $959K |
| Snowden Capital Advisors LLC | 0.03% | Add +28.0% | 46,977 | $942K |
| Lanark Financial, Inc. | 0.08% | Reduce -7.7% | 45,043 | $902K |
| Associated Banc-Corp | 0.02% | Add +46.0% | 37,437 | $750K |
| Yoder Wealth Management, Inc. | 0.44% | No change | 36,552 | $733K |
| Chatham Capital Group, Inc. | 0.11% | New | 34,000 | $682K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 32,834 | $658K |
| Osaic Holdings, Inc. | 0.00% | Add +25.0% | 32,723 | $656K |
| Stifel Financial Corp. | 0.00% | Add +4.9% | 32,632 | $654K |
| Mercer Global Advisors Inc. | 0.00% | Add +29.7% | 28,344 | $568K |
| Compass Ion Advisors, LLC | 0.07% | No change | 26,997 | $541K |
| Integrated Wealth Concepts LLC | 0.01% | Add +7.3% | 26,534 | $532K |
| Focus Partners Wealth | 0.00% | Reduce -3.9% | 26,419 | $530K |
| MV Capital Management, Inc. | 0.05% | Add +1.0% | 25,470 | $511K |
| Jane Street Group, LLC | 0.00% | Reduce -13.0% | 23,796 | $477K |
| Mendota Financial Group, LLC | 0.22% | Add +10.7% | 23,360 | $468K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.9% | 23,231 | $466K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.7% | 22,458 | $450K |
| Cerity Partners LLC | 0.00% | No change | 21,611 | $433K |
| Equitable Holdings, Inc. | 0.00% | Reduce -3.0% | 17,358 | $348K |
| Seneca House Advisors | 0.14% | Reduce -30.4% | 16,776 | $336K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +4.8% | 16,689 | $335K |
| Waterloo Capital, L.P. | 0.03% | Reduce -0.8% | 15,229 | $305K |
| James Investment Research, Inc. | 0.03% | No change | 14,350 | $288K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +9.6% | 14,204 | $285K |
| Flow Traders U.S. LLC | 0.01% | Reduce -87.9% | 13,612 | $273K |
| Jacobi Capital Management LLC | 0.02% | New | 13,512 | $271K |
| JDM Financial Group LLC | 0.14% | Reduce -7.4% | 13,255 | $266K |
| Guidance Point Advisors, LLC | 0.08% | Add +3.1% | 12,348 | $248K |
| WASHINGTON TRUST Co | 0.01% | Reduce -14.7% | 11,625 | $233K |
| BCS Wealth Management | 0.10% | No change | 11,167 | $224K |
| Susquehanna International Group, LLP | 0.00% | Reduce -17.4% | 11,015 | $221K |
| Comerica Bank | 0.00% | Add +4.1% | 10,900 | $218K |
| Cwm, LLC | 0.00% | Add +844.2% | 9,074 | $182K |
| AllSquare Wealth Management LLC | 0.10% | Add +27.9% | 8,927 | $179K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 5,574 | $112K |
| Community Bank, N.A. | 0.01% | Reduce -32.0% | 4,700 | $94K |
| Parallel Advisors, LLC | 0.00% | New | 3,066 | $61K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,542 | $51K |
| Farther Finance Advisors, LLC | 0.00% | New | 2,491 | $50K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +51.8% | 2,416 | $48K |
| Capital Analysts, LLC | 0.00% | No change | 2,354 | $47K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,156 | $43K |
| Bogart Wealth, LLC | 0.00% | No change | 2,128 | $43K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -1.2% | 1,623 | $33K |
| Element Wealth, LLC | 0.01% | No change | 1,250 | $25K |
| Allworth Financial LP | 0.00% | No change | 1,053 | $21K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.0% | 824 | $17K |
| First PREMIER Bank | 0.00% | No change | 627 | $13K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 571 | $11K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.5% | 519 | $10K |
| Barrett & Company, Inc. | 0.00% | No change | 400 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 366 | $7K |
| Creative Financial Designs Inc. | 0.00% | New | 196 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 71 | $1K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 84 | $1K |
| Eastern Bank | 0.00% | New | 6 | $120 |
"% 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.