iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q2 2025 (June 30)130holders +6
13new positions
6sold out
1famous investor
$19.84avg. 13F price*
At the end of Q2 2025, 130 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 6 from Q1 2025. 13 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($53.4M), Bank of America Corp. ($27.4M) and Envestnet Asset Management Inc. ($22.9M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $9.7M |
| Exits | 6 | $4.6M |
All 13F filers, Q1 2025 → Q2 2025: 3,926,639 shares bought and 1,657,347 shares sold, net +2,269,292 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 130 holders
| Wells Fargo & Company | 0.01% | Add +2.5% | 2,689,736 | $53.4M |
| Bank of America Corp. | 0.00% | Add +15.7% | 1,379,043 | $27.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +83.8% | 1,152,213 | $22.9M |
| Titleist Asset Management, LLC | 2.03% | Add +139.2% | 1,029,829 | $20.4M |
| D.A. Davidson & Co. | 0.10% | Add +146.6% | 745,879 | $14.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +886.3% | 639,493 | $12.7M |
| Royal Bank of Canada | 0.00% | Add +79.3% | 583,163 | $11.6M |
| Waycross Investment Management Co | 11.22% | Add +0.2% | 543,723 | $10.8M |
| Legacy Private Trust Co. | 0.66% | Add +0.5% | 514,453 | $10.2M |
| Probity Advisors, Inc. | 1.52% | Add +4.6% | 435,300 | $8.6M |
| Snowden Capital Advisors LLC | 0.25% | Reduce -0.3% | 427,386 | $8.5M |
| Trust Co | 0.92% | Reduce -0.2% | 409,469 | $8.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -19.2% | 402,086 | $8.0M |
| Confluence Investment Management LLC | 0.11% | Reduce -0.5% | 393,507 | $7.8M |
| Shelton Wealth Management, LLC | 3.86% | Add +4.9% | 385,684 | $7.7M |
| Krilogy Financial LLC | 0.42% | Reduce -0.1% | 372,535 | $7.4M |
| UBS Group AG | 0.00% | Add +0.2% | 280,525 | $5.6M |
| CENTRAL TRUST Co | 0.12% | Add +8.9% | 255,197 | $5.1M |
| Cetera Investment Advisers | 0.01% | Add +4.5% | 253,494 | $5.0M |
| BlackRock, Inc. | 0.00% | New | 214,153 | $4.2M |
| Stockman Wealth Management, Inc. | 0.56% | Add +6.9% | 208,753 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -16.8% | 203,772 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.0% | 185,263 | $3.6M |
| Journey Advisory Group, LLC | 0.26% | Add +186.6% | 165,083 | $3.3M |
| Accretive Wealth Partners, LLC | 1.06% | Add +4.8% | 163,473 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +1.8% | 145,363 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +98.8% | 141,633 | $2.8M |
| Parallel Advisors, LLC | 0.06% | Add +12.0% | 139,395 | $2.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 134,320 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.0% | 133,536 | $2.6M |
| IFP Advisors, Inc | 0.07% | Reduce -3.1% | 125,270 | $2.5M |
| Howland Capital Management LLC | 0.10% | Add +0.4% | 125,243 | $2.5M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -8.6% | 121,018 | $2.4M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 116,555 | $2.3M |
| Morgan Stanley | 0.00% | Add +123.3% | 114,256 | $2.3M |
| STAR Financial Bank | 1.35% | Add +10.9% | 106,985 | $2.1M |
| Country Club Bank | 0.13% | Reduce -5.9% | 101,284 | $2.0M |
| Boston Family Office LLC | 0.13% | Add +24.5% | 99,546 | $2.0M |
| Atwood & Palmer Inc. | 0.12% | Reduce -91.2% | 99,110 | $2.0M |
| Chatham Capital Group, Inc. | 0.29% | Add +18.3% | 95,395 | $1.9M |
| Mechanics Bank Trust Department | 0.27% | Add +5.3% | 94,500 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +200.2% | 86,295 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -1.6% | 84,418 | $1.7M |
| Smartleaf Asset Management LLC | 0.15% | Reduce -1.6% | 84,418 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.6% | 83,733 | $1.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +111.7% | 82,180 | $1.6M |
| Park Avenue Securities LLC | 0.01% | New | 82,109 | $1.6M |
| Eight 31 Financial, LLC | 1.07% | Reduce -25.3% | 81,485 | $1.6M |
| FF Advisors,LLC | 0.83% | Add +4.1% | 81,087 | $1.6M |
| Keeler Thomas Management LLC | 0.68% | Add +28.1% | 79,894 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.8% | 74,067 | $1.5M |
| Evexia Wealth LLC | 0.44% | Add +58.7% | 71,419 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.2% | 62,996 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +56.9% | 60,955 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.4% | 58,608 | $1.2M |
| Allworth Financial LP | 0.01% | Add +5341.0% | 57,294 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +15.8% | 51,049 | $1.0M |
| Associated Banc-Corp | 0.03% | Add +16.0% | 50,546 | $1.0M |
| PFG Advisors | 0.04% | New | 47,524 | $943K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +5.5% | 45,454 | $902K |
| MV Capital Management, Inc. | 0.09% | Add +13.4% | 43,300 | $859K |
| Lanark Financial, Inc. | 0.07% | Reduce -3.8% | 41,632 | $825K |
| Old Port Advisors | 0.22% | New | 40,959 | $813K |
| Yoder Wealth Management, Inc. | 0.42% | Add +3.2% | 40,302 | $800K |
| Signaturefd, LLC | 0.01% | Add +106.0% | 39,619 | $786K |
| Atlantic Private Wealth, LLC | 0.53% | Reduce -54.0% | 39,594 | $786K |
| Richmond Investment Services, LLC | 0.16% | Add +97.8% | 39,152 | $777K |
| Strategic Blueprint, LLC | 0.04% | New | 38,443 | $763K |
| Cary Street Partners Financial LLC | 0.02% | No change | 36,551 | $725K |
| Focus Partners Wealth | 0.00% | Add +10.2% | 32,307 | $641K |
| Citadel Advisors | 0.00% | Reduce -52.3% | 30,726 | $610K |
| Captrust Financial Advisors | 0.00% | Add +20.1% | 30,499 | $605K |
| Compass Ion Advisors, LLC | 0.06% | No change | 26,997 | $536K |
| Leo Wealth, LLC | 0.04% | Add +1.8% | 25,096 | $498K |
| MML Investors Services, LLC | 0.00% | Add +137.2% | 24,934 | $495K |
| Cerity Partners LLC | 0.00% | Reduce -0.4% | 23,884 | $474K |
| AllSquare Wealth Management LLC | 0.25% | Add +0.7% | 22,266 | $442K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.8% | 21,130 | $419K |
| Apella Capital, LLC | 0.01% | Add +0.1% | 20,845 | $409K |
| Equitable Holdings, Inc. | 0.00% | Add +1.0% | 19,878 | $394K |
| Jacobi Capital Management LLC | 0.03% | Add +6.3% | 19,219 | $381K |
| Granite Harbor Advisors, Inc. | 0.17% | No change | 18,721 | $371K |
| Kestra Investment Management, LLC | 0.01% | Reduce -74.8% | 17,745 | $352K |
| Reliant Wealth Planning | 0.14% | Add +45.0% | 17,629 | $350K |
| Cwm, LLC | 0.00% | Add +28.8% | 17,570 | $349K |
| DecisionMap Wealth Management, LLC | 0.23% | Add +21.4% | 17,228 | $342K |
| Exchange Capital Management, Inc. | 0.05% | Add +2.3% | 16,239 | $322K |
| Passive Capital Management, LLC. | 0.10% | No change | 15,941 | $314K |
| Guidance Point Advisors, LLC | 0.08% | Add +5.8% | 15,391 | $305K |
| Coldstream Capital Management Inc. | 0.00% | No change | 14,739 | $292K |
| Capital Investment Advisors, LLC | 0.01% | Add +25.0% | 14,720 | $292K |
| James Investment Research, Inc. | 0.03% | No change | 14,350 | $285K |
| Liberty Wealth Management LLC | 0.04% | New | 14,017 | $278K |
| Fullcircle Wealth LLC | 0.10% | No change | 13,813 | $274K |
| Leavell Investment Management, Inc. | 0.01% | New | 13,725 | $272K |
| CGN Advisors LLC | 0.02% | Add +0.6% | 13,602 | $270K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 13,369 | $265K |
| United Community Bank | 0.09% | No change | 13,060 | $259K |
| Harbour Investments, Inc. | 0.01% | Add +564.6% | 12,940 | $257K |
| Hamel Associates, Inc. | 0.08% | New | 12,044 | $239K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.7% | 11,958 | $237K |
| Waterloo Capital, L.P. | 0.02% | No change | 11,900 | $236K |
| Hilltop Holdings Inc. | 0.01% | New | 11,706 | $232K |
| Rebalance, LLC | 0.02% | New | 11,274 | $224K |
| TFR Capital, LLC. | 0.07% | Reduce -12.5% | 10,162 | $202K |
| Comerica Bank | 0.00% | Reduce -24.4% | 8,216 | $163K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 7,935 | $157K |
| NewEdge Advisors, LLC | 0.00% | Reduce -83.1% | 7,352 | $146K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +14.1% | 4,963 | $98K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -19.5% | 4,937 | $98K |
| Barrett & Company, Inc. | 0.03% | Add +125.0% | 4,163 | $83K |
| 2UniFi Bank | 0.04% | No change | 3,745 | $74K |
| Bogart Wealth, LLC | 0.00% | No change | 3,560 | $71K |
| Asset Dedication, LLC | 0.00% | Add +13.6% | 3,384 | $67K |
| US Bancorp \de | 0.00% | Add +61.5% | 3,360 | $67K |
| Capital Analysts, LLC | 0.00% | No change | 2,354 | $47K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,220 | $44K |
| Holos Integrated Wealth LLC | 0.02% | No change | 2,078 | $41K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +55.7% | 1,470 | $29K |
| Crews Bank & Trust | 0.00% | No change | 1,200 | $24K |
| Principal Securities, Inc. | 0.00% | No change | 1,095 | $22K |
| First PREMIER Bank | 0.00% | Reduce -5.9% | 849 | $17K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.9% | 848 | $17K |
| National Bank of Canada | 0.00% | New | 735 | $15K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.0% | 524 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 408 | $8K |
| Logan Capital Management Inc. | 0.00% | New | 330 | $7K |
| Creative Financial Designs Inc. | 0.00% | No change | 196 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 71 | $1K |
| AE Wealth Management LLC | 0.00% | New | 8 | $157 |
"% 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.