iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q3 2025 (September 30)146holders +16
20new positions
4sold out
2famous investors
$19.87avg. 13F price*
At the end of Q3 2025, 146 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 16 from Q2 2025. 20 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($55.0M), Bank of America Corp. ($28.8M) and Mercer Global Advisors Inc. ($23.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2030 Trea
- CUSIP
- 46436E593
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $4.8M |
| Exits | 4 | $2.7M |
All 13F filers, Q2 2025 → Q3 2025: 3,637,951 shares bought and 820,902 shares sold, net +2,817,049 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| Wells Fargo & Company | 0.01% | Add +2.8% | 2,765,938 | $55.0M |
| Bank of America Corp. | 0.00% | Add +4.9% | 1,447,100 | $28.8M |
| Mercer Global Advisors Inc. | 0.04% | Add +85.0% | 1,183,092 | $23.5M |
| Titleist Asset Management, LLC | 1.85% | Add +2.8% | 1,058,330 | $21.0M |
| Raymond James Financial Inc. | 0.01% | Add +134.2% | 941,765 | $18.7M |
| D.A. Davidson & Co. | 0.11% | Add +12.9% | 842,476 | $16.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -33.0% | 772,329 | $15.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 552,514 | $11.0M |
| Probity Advisors, Inc. | 1.74% | Add +24.2% | 540,826 | $10.7M |
| Legacy Private Trust Co. | 0.64% | Add +3.9% | 534,425 | $10.6M |
| Waycross Investment Management Co | 10.18% | Reduce -7.7% | 502,032 | $10.0M |
| Eight 31 Financial, LLC | 5.49% | Add +501.4% | 490,080 | $9.7M |
| Trust Co | 0.97% | Add +16.9% | 478,837 | $9.5M |
| Snowden Capital Advisors LLC | 0.24% | Add +1.3% | 432,941 | $8.6M |
| NewEdge Advisors, LLC | 0.04% | Add +5624.5% | 420,862 | $8.4M |
| Krilogy Financial LLC | 0.31% | Add +12.4% | 418,740 | $8.3M |
| Shelton Wealth Management, LLC | 3.82% | Add +7.1% | 413,115 | $8.2M |
| Confluence Investment Management LLC | 0.11% | Reduce -2.2% | 384,676 | $7.6M |
| UBS Group AG | 0.00% | Add +7.2% | 300,599 | $6.0M |
| Journey Advisory Group, LLC | 0.39% | Add +61.8% | 267,068 | $5.3M |
| CENTRAL TRUST Co | 0.11% | Add +3.5% | 264,105 | $5.2M |
| Cetera Investment Advisers | 0.01% | Add +3.6% | 262,525 | $5.2M |
| Ameriprise Financial Inc. | 0.00% | Add +105.8% | 239,816 | $4.7M |
| United Capital Financial Advisors, LLC | 0.03% | Add +65.6% | 234,520 | $4.7M |
| LPL Financial LLC | 0.00% | Add +14.3% | 232,822 | $4.6M |
| Stockman Wealth Management, Inc. | 0.54% | Add +4.5% | 218,144 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +11.1% | 205,756 | $4.1M |
| BlackRock, Inc. | 0.00% | Reduce -9.7% | 193,434 | $3.8M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +54.5% | 187,023 | $3.7M |
| Accretive Wealth Partners, LLC | 1.01% | Add +2.2% | 167,055 | $3.3M |
| Howland Capital Management LLC | 0.12% | Add +29.0% | 161,528 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +6.8% | 155,301 | $3.1M |
| Parallel Advisors, LLC | 0.06% | Add +9.1% | 152,018 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 135,745 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +62.7% | 133,693 | $2.7M |
| Morgan Stanley | 0.00% | Add +6.7% | 121,868 | $2.4M |
| Chatham Capital Group, Inc. | 0.35% | Add +27.2% | 121,345 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.0% | 120,207 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +25.1% | 104,727 | $2.1M |
| Boston Family Office LLC | 0.13% | Add +1.0% | 100,510 | $2.0M |
| Country Club Bank | 0.11% | Reduce -4.8% | 96,439 | $1.9M |
| Mechanics Bank Trust Department | 0.26% | Reduce -0.1% | 94,375 | $1.9M |
| Citadel Advisors | 0.00% | Add +196.9% | 91,241 | $1.8M |
| Atwood & Palmer Inc. | 0.11% | Reduce -8.2% | 90,995 | $1.8M |
| FF Advisors,LLC | 0.85% | Add +10.2% | 89,379 | $1.8M |
| Park Avenue Securities LLC | 0.01% | Add +8.5% | 89,090 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Add +3.2% | 87,123 | $1.7M |
| Smartleaf Asset Management LLC | 0.11% | Add +3.2% | 87,123 | $1.7M |
| Keeler Thomas Management LLC | 0.75% | Add +2.5% | 81,888 | $1.6M |
| Evexia Wealth LLC | 0.45% | Add +4.9% | 74,903 | $1.5M |
| Integrated Wealth Concepts LLC | 0.01% | Add +8.1% | 68,083 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.5% | 67,749 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +9.8% | 64,339 | $1.3M |
| Old Port Advisors | 0.32% | Add +55.2% | 63,567 | $1.3M |
| Stifel Financial Corp. | 0.00% | Add +2.9% | 62,699 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 61,018 | $1.2M |
| Strategic Blueprint, LLC | 0.05% | Add +57.2% | 60,423 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +49.3% | 59,163 | $1.2M |
| Allworth Financial LP | 0.01% | No change | 57,294 | $1.1M |
| IFP Advisors, Inc | 0.03% | Reduce -54.4% | 57,112 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +12.4% | 56,836 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +5.4% | 53,784 | $1.1M |
| Richmond Investment Services, LLC | 0.17% | Add +20.6% | 47,196 | $938K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +2.8% | 46,706 | $928K |
| &partners | 0.01% | New | 43,742 | $869K |
| MV Capital Management, Inc. | 0.08% | No change | 43,300 | $861K |
| Asset Dedication, LLC | 0.06% | Add +1179.4% | 43,296 | $861K |
| Yoder Wealth Management, Inc. | 0.38% | No change | 40,302 | $801K |
| Lanark Financial, Inc. | 0.06% | Reduce -3.8% | 40,063 | $796K |
| Cwm, LLC | 0.00% | Add +116.2% | 37,981 | $755K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -2.1% | 35,791 | $711K |
| MML Investors Services, LLC | 0.00% | Add +37.9% | 34,376 | $683K |
| Focus Partners Wealth | 0.00% | Add +5.0% | 33,926 | $674K |
| Atlantic Private Wealth, LLC | 0.43% | Reduce -15.2% | 33,563 | $667K |
| Osaic Holdings, Inc. | 0.00% | Add +50.3% | 31,755 | $632K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 30,851 | $613K |
| Compass Ion Advisors, LLC | 0.05% | No change | 26,997 | $537K |
| Montecito Bank & Trust | 0.08% | — | 25,842 | $514K |
| Leo Wealth, LLC | 0.07% | Add +0.9% | 25,320 | $503K |
| Cerity Partners LLC | 0.00% | Add +4.4% | 24,939 | $496K |
| Equitable Holdings, Inc. | 0.00% | Add +20.1% | 23,864 | $474K |
| AQR Capital Management | 0.00% | New | 23,283 | $463K |
| AllSquare Wealth Management LLC | 0.24% | Add +2.7% | 22,861 | $454K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 20,984 | $420K |
| Leavell Investment Management, Inc. | 0.02% | Add +46.1% | 20,055 | $399K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 19,334 | $384K |
| Granite Harbor Advisors, Inc. | 0.16% | No change | 18,721 | $372K |
| Reliant Wealth Planning | 0.12% | Add +5.2% | 18,538 | $368K |
| STAR Financial Bank | 0.21% | Reduce -83.4% | 17,773 | $353K |
| Guidance Point Advisors, LLC | 0.09% | Add +15.4% | 17,759 | $353K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.7% | 17,617 | $350K |
| DecisionMap Wealth Management, LLC | 0.22% | No change | 17,228 | $342K |
| Jim Saulnier & Associates, LLC | 0.19% | New | 16,966 | $337K |
| Harbour Investments, Inc. | 0.01% | Add +26.3% | 16,339 | $325K |
| Passive Capital Management, LLC. | 0.10% | No change | 15,941 | $317K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +30.2% | 15,567 | $309K |
| Smithbridge Asset Management Inc. | 0.04% | New | 15,000 | $298K |
| Coldstream Capital Management Inc. | 0.00% | No change | 14,739 | $293K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 14,732 | $293K |
| James Investment Research, Inc. | 0.03% | No change | 14,350 | $285K |
| Liberty Wealth Management LLC | 0.04% | Add +0.8% | 14,131 | $281K |
| Fullcircle Wealth LLC | 0.10% | No change | 13,813 | $274K |
| CGN Advisors LLC | 0.02% | Add +0.2% | 13,627 | $271K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 13,530 | $269K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 13,499 | $268K |
| Susquehanna International Group, LLP | 0.00% | New | 13,406 | $266K |
| United Community Bank | 0.08% | No change | 13,060 | $260K |
| Goldman Sachs Group Inc. | 0.00% | New | 12,604 | $251K |
| Hamel Associates, Inc. | 0.08% | Add +4.2% | 12,554 | $250K |
| Visionary Wealth Advisors | 0.01% | New | 12,445 | $247K |
| Rebalance, LLC | 0.01% | Add +1.0% | 11,383 | $226K |
| Foundry Financial Group, Inc. | 0.11% | New | 10,293 | $205K |
| Waterloo Capital, L.P. | 0.02% | Reduce -14.3% | 10,204 | $203K |
| Hilltop Holdings Inc. | 0.01% | Reduce -13.1% | 10,172 | $202K |
| TFR Capital, LLC. | 0.07% | No change | 10,162 | $202K |
| Comerica Bank | 0.00% | Add +16.8% | 9,599 | $191K |
| Atlantic Union Bankshares Corp | 0.00% | New | 8,334 | $166K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 7,935 | $158K |
| Barrett & Company, Inc. | 0.04% | Add +58.3% | 6,588 | $131K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 4,963 | $99K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 4,937 | $98K |
| JPL Wealth Management, LLC | 0.02% | New | 4,116 | $82K |
| National Bank of Canada | 0.00% | Add +450.8% | 4,048 | $80K |
| Bogart Wealth, LLC | 0.00% | No change | 3,560 | $71K |
| US Bancorp \de | 0.00% | No change | 3,360 | $67K |
| 2UniFi Bank | 0.03% | Reduce -16.3% | 3,134 | $62K |
| TD Capital Management LLC | 0.00% | Add +0.9% | 2,241 | $45K |
| Holos Integrated Wealth LLC | 0.02% | No change | 2,078 | $41K |
| CNB Bank | 0.02% | New | 2,057 | $41K |
| Crews Bank & Trust | 0.01% | Add +66.7% | 2,000 | $40K |
| Rockefeller Capital Management L.P. | 0.00% | New | 1,661 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.9% | 1,484 | $29K |
| Principal Securities, Inc. | 0.00% | No change | 1,095 | $22K |
| Pflug Koory, LLC | 0.01% | New | 911 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 883 | $18K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.9% | 856 | $17K |
| First PREMIER Bank | 0.00% | No change | 849 | $17K |
| Advisory Services Network, LLC | 0.00% | New | 558 | $11K |
| Blue Trust, Inc. | 0.00% | No change | 408 | $8K |
| Logan Capital Management Inc. | 0.00% | Add +4.5% | 345 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 314 | $6K |
| CIBC Private Wealth Group LLC | 0.00% | New | 265 | $5K |
| Creative Financial Designs Inc. | 0.00% | No change | 196 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 137 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 71 | $1K |
| AE Wealth Management LLC | 0.00% | No change | 8 | $159 |
"% 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.