iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q4 2024 (December 31)114holders +19
21new positions
7sold out
$19.19avg. 13F price*
At the end of Q4 2024, 114 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 19 from Q3 2024. 21 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($48.0M), Atwood & Palmer Inc. ($20.7M) and Bank of America Corp. ($20.1M).
- Company
- iShares Ibonds Dec 2030 Trea
- CUSIP
- 46436E593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $7.3M |
| Exits | 7 | $1.6M |
All 13F filers, Q3 2024 → Q4 2024: 1,996,020 shares bought and 139,943 shares sold, net +1,856,077 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Wells Fargo & Company | 0.01% | Add +25.8% | 2,503,236 | $48.0M |
| Atwood & Palmer Inc. | 1.42% | Add +5.8% | 1,078,973 | $20.7M |
| Bank of America Corp. | 0.00% | Add +57.2% | 1,046,593 | $20.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.8% | 553,501 | $10.6M |
| Waycross Investment Management Co | 11.05% | Add +1.0% | 546,893 | $10.5M |
| Raymond James Financial Inc. | 0.00% | — | 505,551 | $9.7M |
| Legacy Private Trust Co. | 0.53% | Add +14.5% | 424,208 | $8.1M |
| Confluence Investment Management LLC | 0.11% | Add +1.6% | 399,627 | $7.7M |
| Probity Advisors, Inc. | 1.44% | Add +27.2% | 390,458 | $7.5M |
| Krilogy Financial LLC | 0.44% | Add +4.9% | 341,765 | $6.6M |
| UBS Group AG | 0.00% | Reduce -6.7% | 275,521 | $5.3M |
| Trust Co | 0.60% | Add +2.0% | 275,105 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +7.5% | 273,008 | $5.2M |
| D.A. Davidson & Co. | 0.04% | Add +12.3% | 271,767 | $5.2M |
| LPL Financial LLC | 0.00% | Add +41.6% | 217,225 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +3.0% | 204,565 | $3.9M |
| Stockman Wealth Management, Inc. | 0.53% | Add +13.6% | 177,745 | $3.4M |
| CENTRAL TRUST Co | 0.07% | Add +14.6% | 150,528 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +23.7% | 136,936 | $2.6M |
| Accretive Wealth Partners, LLC | 1.00% | Add +1.2% | 123,280 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 121,819 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +2.2% | 120,607 | $2.3M |
| IFP Advisors, Inc | 0.07% | Reduce -1.7% | 119,375 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -6.7% | 117,817 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Add +11.3% | 113,840 | $2.2M |
| Country Club Bank | 0.14% | Add +2.4% | 108,917 | $2.1M |
| Atlantic Private Wealth, LLC | 1.52% | Reduce -0.4% | 104,928 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +28.5% | 103,082 | $2.0M |
| STAR Financial Bank | 1.26% | Add +5.7% | 91,347 | $1.8M |
| Smartleaf Asset Management LLC | 0.17% | Add +0.9% | 85,440 | $1.6M |
| Private Advisor Group, LLC | 0.01% | Add +0.7% | 83,897 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.7% | 79,437 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +587.9% | 75,770 | $1.5M |
| Boston Family Office LLC | 0.10% | Add +3.6% | 74,821 | $1.4M |
| FF Advisors,LLC | 0.98% | Reduce -9.6% | 73,722 | $1.4M |
| Morgan Stanley | 0.00% | Add +7.8% | 73,344 | $1.4M |
| Park Avenue Securities LLC | 0.01% | Add +37.0% | 72,885 | $1.4M |
| Mechanics Bank Trust Department | 0.15% | Add +15.5% | 59,750 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 59,644 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +15.6% | 54,284 | $1.0M |
| Flow Traders U.S. LLC | 0.04% | Add +251.3% | 47,813 | $918K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +91.9% | 44,573 | $855K |
| Evexia Wealth LLC | 0.29% | New | 43,975 | $847K |
| Valmark Advisers, Inc. | 0.01% | New | 41,549 | $797K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.7% | 41,299 | $793K |
| Associated Banc-Corp | 0.02% | Add +8.3% | 40,547 | $778K |
| Yoder Wealth Management, Inc. | 0.41% | Add +6.8% | 39,052 | $750K |
| Integrated Wealth Concepts LLC | 0.01% | Add +45.0% | 38,473 | $738K |
| MV Capital Management, Inc. | 0.08% | Add +49.9% | 38,176 | $733K |
| Chatham Capital Group, Inc. | 0.11% | Add +4.8% | 35,635 | $684K |
| Mercer Global Advisors Inc. | 0.00% | Add +20.0% | 34,004 | $653K |
| Cary Street Partners Financial LLC | 0.02% | — | 33,904 | $651K |
| Howland Capital Management LLC | 0.03% | New | 32,925 | $632K |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 32,425 | $622K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.9% | 30,792 | $591K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +31.0% | 29,418 | $565K |
| Jane Street Group, LLC | 0.00% | Add +23.5% | 29,391 | $564K |
| Compass Ion Advisors, LLC | 0.06% | No change | 26,997 | $518K |
| Focus Partners Wealth | 0.00% | Add +1.1% | 26,715 | $513K |
| Captrust Financial Advisors | 0.00% | New | 25,380 | $487K |
| Cerity Partners LLC | 0.00% | Add +10.5% | 23,884 | $458K |
| AllSquare Wealth Management LLC | 0.23% | Add +129.2% | 20,459 | $393K |
| Richmond Investment Services, LLC | 0.21% | — | 19,482 | $374K |
| Apella Capital, LLC | 0.01% | New | 18,477 | $355K |
| Jacobi Capital Management LLC | 0.03% | Add +33.7% | 18,070 | $347K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +24.6% | 17,705 | $340K |
| Equitable Holdings, Inc. | 0.00% | Add +1.9% | 17,681 | $339K |
| Mendota Financial Group, LLC | 0.22% | Reduce -25.6% | 17,375 | $333K |
| Exchange Capital Management, Inc. | 0.05% | New | 15,280 | $293K |
| James Investment Research, Inc. | 0.03% | No change | 14,350 | $275K |
| DecisionMap Wealth Management, LLC | 0.22% | — | 14,194 | $272K |
| CGN Advisors LLC | 0.03% | New | 13,489 | $259K |
| United Capital Financial Advisors, LLC | 0.00% | New | 12,439 | $239K |
| Guidance Point Advisors, LLC | 0.07% | No change | 12,348 | $237K |
| Reliant Wealth Planning | 0.11% | New | 12,160 | $233K |
| Waterloo Capital, L.P. | 0.02% | Reduce -21.9% | 11,900 | $228K |
| TFR Capital, LLC. | 0.11% | — | 11,761 | $226K |
| WASHINGTON TRUST Co | 0.01% | No change | 11,625 | $223K |
| Signaturefd, LLC | 0.00% | New | 11,481 | $220K |
| BCS Wealth Management | 0.05% | No change | 11,167 | $214K |
| Comerica Bank | 0.00% | Reduce -0.1% | 10,884 | $209K |
| Coldstream Capital Management Inc. | 0.00% | New | 10,187 | $196K |
| Cwm, LLC | 0.00% | Add +0.1% | 9,085 | $174K |
| Kestra Investment Management, LLC | 0.01% | New | 7,956 | $153K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 5,210 | $100K |
| Community Bank, N.A. | 0.01% | No change | 4,700 | $90K |
| Bogart Wealth, LLC | 0.00% | Add +67.3% | 3,560 | $68K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,542 | $49K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 2,445 | $47K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +0.6% | 2,431 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,354 | $45K |
| TD Capital Management LLC | 0.00% | Add +1.3% | 2,184 | $42K |
| 2UniFi Bank | 0.03% | — | 2,162 | $41K |
| Holos Integrated Wealth LLC | 0.03% | — | 2,078 | $40K |
| Parallel Advisors, LLC | 0.00% | Reduce -39.9% | 1,844 | $35K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 1,623 | $31K |
| Harbour Investments, Inc. | 0.00% | New | 1,279 | $25K |
| Element Wealth, LLC | 0.01% | No change | 1,250 | $24K |
| Crews Bank & Trust | 0.00% | — | 1,200 | $23K |
| Principal Securities, Inc. | 0.00% | New | 1,095 | $21K |
"% 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.