iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q1 2025 (March 31)124holders +10
20new positions
9sold out
1famous investor
$19.64avg. 13F price*
At the end of Q1 2025, 124 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 10 from Q4 2024. 20 opened new positions and 9 sold out. The largest holders were Wells Fargo & Company ($51.6M), Bank of America Corp. ($23.4M) and Atwood & Palmer Inc. ($22.2M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $25.4M |
| Exits | 9 | $1.9M |
All 13F filers, Q4 2024 → Q1 2025: 3,427,976 shares bought and 209,505 shares sold, net +3,218,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 124 holders
| Wells Fargo & Company | 0.01% | Add +4.8% | 2,624,017 | $51.6M |
| Bank of America Corp. | 0.00% | Add +13.9% | 1,192,039 | $23.4M |
| Atwood & Palmer Inc. | 1.54% | Add +4.6% | 1,128,891 | $22.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.3% | 627,031 | $12.3M |
| Waycross Investment Management Co | 12.03% | Reduce -0.8% | 542,747 | $10.7M |
| Legacy Private Trust Co. | 0.69% | Add +20.7% | 511,963 | $10.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.6% | 497,616 | $9.8M |
| Titleist Asset Management, LLC | 0.98% | New | 430,498 | $8.5M |
| Snowden Capital Advisors LLC | 0.27% | Add +689.3% | 428,455 | $8.4M |
| Probity Advisors, Inc. | 1.57% | Add +6.6% | 416,258 | $8.2M |
| Trust Co | 0.96% | Add +49.1% | 410,322 | $8.1M |
| Confluence Investment Management LLC | 0.11% | Reduce -1.0% | 395,464 | $7.8M |
| Krilogy Financial LLC | 0.47% | Add +9.1% | 372,842 | $7.3M |
| Shelton Wealth Management, LLC | 4.14% | New | 367,727 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 325,202 | $6.4M |
| D.A. Davidson & Co. | 0.05% | Add +11.3% | 302,482 | $5.9M |
| UBS Group AG | 0.00% | Add +1.6% | 279,993 | $5.5M |
| LPL Financial LLC | 0.00% | Add +12.8% | 245,008 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +18.6% | 242,554 | $4.8M |
| CENTRAL TRUST Co | 0.11% | Add +55.6% | 234,274 | $4.6M |
| Stockman Wealth Management, Inc. | 0.57% | Add +9.9% | 195,354 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +43.5% | 174,864 | $3.4M |
| Accretive Wealth Partners, LLC | 1.08% | Add +26.5% | 155,973 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +4.3% | 142,803 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +10.8% | 133,595 | $2.6M |
| Thoroughbred Financial Services, LLC | 0.16% | Add +28.4% | 132,393 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.1% | 132,203 | $2.6M |
| IFP Advisors, Inc | 0.08% | Add +8.3% | 129,286 | $2.5M |
| Howland Capital Management LLC | 0.11% | Add +278.7% | 124,700 | $2.5M |
| Parallel Advisors, LLC | 0.06% | Add +6648.1% | 124,435 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.3% | 111,582 | $2.2M |
| Eight 31 Financial, LLC | 1.38% | New | 109,108 | $2.1M |
| Country Club Bank | 0.14% | Reduce -1.2% | 107,628 | $2.1M |
| STAR Financial Bank | 1.39% | Add +5.6% | 96,449 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +54.2% | 91,994 | $1.8M |
| Mechanics Bank Trust Department | 0.24% | Add +50.2% | 89,750 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +16.6% | 88,324 | $1.7M |
| Atlantic Private Wealth, LLC | 1.25% | Reduce -17.9% | 86,094 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +2.3% | 85,795 | $1.7M |
| Smartleaf Asset Management LLC | 0.16% | Add +0.4% | 85,795 | $1.7M |
| Chatham Capital Group, Inc. | 0.26% | Add +126.3% | 80,635 | $1.6M |
| Boston Family Office LLC | 0.11% | Add +6.9% | 79,983 | $1.6M |
| FF Advisors,LLC | 0.88% | Add +5.6% | 77,880 | $1.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +155.1% | 75,039 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +472.9% | 71,260 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +90.7% | 64,838 | $1.3M |
| Citadel Advisors | 0.00% | New | 64,463 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.9% | 62,867 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +63.4% | 62,846 | $1.2M |
| Keeler Thomas Management LLC | 0.60% | New | 62,359 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +30.9% | 58,350 | $1.1M |
| Journey Advisory Group, LLC | 0.09% | New | 57,596 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | Add +784.6% | 70,382 | $1.0M |
| Morgan Stanley | 0.00% | Reduce -30.2% | 51,173 | $1.0M |
| Evexia Wealth LLC | 0.32% | Add +2.3% | 44,999 | $880K |
| Valmark Advisers, Inc. | 0.01% | Add +6.1% | 44,085 | $867K |
| Associated Banc-Corp | 0.03% | Add +7.5% | 43,583 | $857K |
| NewEdge Advisors, LLC | 0.01% | Add +5.3% | 43,479 | $855K |
| Lanark Financial, Inc. | 0.07% | — | 43,282 | $850K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 43,073 | $847K |
| Osaic Holdings, Inc. | 0.00% | Add +39.4% | 42,912 | $844K |
| Yoder Wealth Management, Inc. | 0.43% | No change | 39,052 | $768K |
| Stifel Financial Corp. | 0.00% | Add +19.8% | 38,850 | $764K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +119.2% | 38,811 | $763K |
| MV Capital Management, Inc. | 0.08% | No change | 38,176 | $751K |
| Cary Street Partners Financial LLC | 0.02% | Add +7.8% | 36,551 | $719K |
| Focus Partners Wealth | 0.00% | Add +9.8% | 29,331 | $577K |
| Jane Street Group, LLC | 0.00% | Reduce -2.2% | 28,751 | $565K |
| Compass Ion Advisors, LLC | 0.06% | No change | 26,997 | $531K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 25,392 | $499K |
| Leo Wealth, LLC | 0.07% | New | 24,663 | $485K |
| Cerity Partners LLC | 0.00% | Add +0.4% | 23,972 | $471K |
| Flow Traders U.S. LLC | 0.02% | Reduce -51.6% | 23,135 | $455K |
| AllSquare Wealth Management LLC | 0.26% | Add +8.1% | 22,114 | $435K |
| Apella Capital, LLC | 0.01% | Add +12.7% | 20,822 | $407K |
| Richmond Investment Services, LLC | 0.21% | Add +1.6% | 19,798 | $389K |
| Equitable Holdings, Inc. | 0.00% | Add +11.3% | 19,673 | $387K |
| Signaturefd, LLC | 0.01% | Add +67.5% | 19,232 | $378K |
| Granite Harbor Advisors, Inc. | 0.20% | New | 18,721 | $368K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 18,080 | $355K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 16,764 | $330K |
| Passive Capital Management, LLC. | 0.10% | New | 15,941 | $313K |
| Exchange Capital Management, Inc. | 0.05% | Add +3.9% | 15,880 | $312K |
| Coldstream Capital Management Inc. | 0.01% | Add +44.7% | 14,739 | $290K |
| Guidance Point Advisors, LLC | 0.08% | Add +17.8% | 14,548 | $286K |
| James Investment Research, Inc. | 0.04% | No change | 14,350 | $282K |
| DecisionMap Wealth Management, LLC | 0.21% | No change | 14,194 | $279K |
| Fullcircle Wealth LLC | 0.11% | New | 13,813 | $273K |
| Cwm, LLC | 0.00% | Add +50.1% | 13,637 | $268K |
| CGN Advisors LLC | 0.03% | Add +0.3% | 13,526 | $266K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 13,239 | $260K |
| United Community Bank | 0.10% | New | 13,060 | $257K |
| Reliant Wealth Planning | 0.11% | No change | 12,160 | $239K |
| Waterloo Capital, L.P. | 0.02% | No change | 11,900 | $234K |
| Capital Investment Advisors, LLC | 0.00% | New | 11,773 | $231K |
| TFR Capital, LLC. | 0.10% | Reduce -1.3% | 11,611 | $228K |
| BCS Wealth Management | 0.06% | No change | 11,167 | $220K |
| Comerica Bank | 0.00% | Reduce -0.2% | 10,865 | $214K |
| MML Investors Services, LLC | 0.00% | New | 10,514 | $207K |
| WASHINGTON TRUST Co | 0.01% | Reduce -21.5% | 9,125 | $179K |
"% 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.