iShares Ibonds Dec 2030 TreaIBTKETF
13F holders, Q4 2025 (December 31)159holders +13
31new positions
19sold out
2famous investors
$19.85avg. 13F price*
At the end of Q4 2025, 159 institutions reported holding iShares Ibonds Dec 2030 Trea (IBTK) in their 13F filings, up 13 from Q3 2025. 31 opened new positions and 19 sold out. The largest holders were Wells Fargo & Company ($62.6M), Mercer Global Advisors Inc. ($35.9M) and Bank of America Corp. ($33.9M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $57.4M |
| Exits | 19 | $7.9M |
All 13F filers, Q3 2025 → Q4 2025: 8,779,829 shares bought and 1,718,511 shares sold, net +7,061,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 159 holders
| Wells Fargo & Company | 0.01% | Add +14.1% | 3,154,803 | $62.6M |
| Mercer Global Advisors Inc. | 0.05% | Add +52.9% | 1,809,084 | $35.9M |
| Bank of America Corp. | 0.00% | Add +18.1% | 1,709,564 | $33.9M |
| Titleist Asset Management, LLC | 1.86% | Add +9.5% | 1,158,487 | $23.0M |
| United Capital Financial Advisors, LLC | 0.11% | Add +294.1% | 924,228 | $18.3M |
| D.A. Davidson & Co. | 0.11% | Add +4.4% | 879,889 | $17.5M |
| Journey Advisory Group, LLC | 1.36% | Add +206.1% | 817,511 | $16.2M |
| Cwm, LLC | 0.04% | Add +1971.0% | 786,603 | $15.6M |
| MML Investors Services, LLC | 0.04% | Add +2077.9% | 748,674 | $14.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.3% | 731,854 | $14.5M |
| MKT Advisors LLC | 4.42% | New | 652,674 | $13.0M |
| Wealth Management Strategies, Inc. | 5.87% | New | 642,500 | $12.8M |
| UBS Group AG | 0.00% | Add +95.1% | 586,581 | $11.6M |
| Legacy Private Trust Co. | 0.68% | Add +9.1% | 582,854 | $11.6M |
| Eight 31 Financial, LLC | 5.56% | Add +4.3% | 510,993 | $10.1M |
| Waycross Investment Management Co | 8.86% | Add +1.1% | 507,574 | $10.1M |
| Probity Advisors, Inc. | 1.55% | Reduce -10.0% | 486,938 | $9.7M |
| Trust Co | 0.89% | Add +0.0% | 478,937 | $9.5M |
| NewEdge Advisors, LLC | 0.03% | Add +11.5% | 469,189 | $9.3M |
| Royal Bank of Canada | 0.00% | Reduce -18.8% | 448,605 | $8.9M |
| Snowden Capital Advisors LLC | 0.23% | Add +3.4% | 447,596 | $8.9M |
| Shelton Wealth Management, LLC | 3.81% | Add +6.4% | 439,729 | $8.7M |
| Krilogy Financial LLC | 0.29% | Add +3.9% | 434,863 | $8.6M |
| Confluence Investment Management LLC | 0.11% | Reduce -5.2% | 364,840 | $7.2M |
| BlackRock, Inc. | 0.00% | Add +65.8% | 320,684 | $6.4M |
| Morgan Stanley | 0.00% | Add +149.6% | 304,168 | $6.0M |
| CENTRAL TRUST Co | 0.11% | Add +5.7% | 279,153 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +6.2% | 278,812 | $5.5M |
| HM Payson & Co. | 0.08% | New | 277,103 | $5.5M |
| Ameriprise Financial Inc. | 0.00% | Add +10.3% | 264,514 | $5.3M |
| Rebalance, LLC | 0.30% | Add +2181.9% | 259,748 | $5.2M |
| LPL Financial LLC | 0.00% | Add +7.3% | 249,815 | $5.0M |
| Stockman Wealth Management, Inc. | 0.55% | Add +9.0% | 237,760 | $4.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +13.2% | 232,862 | $4.6M |
| Bailard, Inc. | 0.09% | New | 197,645 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | New | 196,727 | $3.9M |
| Thoroughbred Financial Services, LLC | 0.21% | Reduce -2.5% | 182,300 | $3.6M |
| Accretive Wealth Partners, LLC | 1.01% | Add +3.1% | 172,186 | $3.4M |
| Parallel Advisors, LLC | 0.06% | Add +9.5% | 166,406 | $3.3M |
| Howland Capital Management LLC | 0.12% | Add +0.6% | 162,516 | $3.2M |
| Chatham Capital Group, Inc. | 0.46% | Add +33.5% | 161,930 | $3.2M |
| Asset Dedication, LLC | 0.21% | Add +270.7% | 160,490 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Add +1.4% | 157,406 | $3.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +10.4% | 147,579 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.8% | 141,577 | $2.8M |
| Belpointe Asset Management LLC | 0.10% | New | 136,651 | $2.7M |
| Park Avenue Securities LLC | 0.02% | Add +38.0% | 122,901 | $2.4M |
| Sanctuary Advisors, LLC | 0.01% | New | 122,109 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +99.4% | 121,656 | $2.4M |
| Atria Investments, Inc | 0.03% | New | 118,706 | $2.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.5% | 116,069 | $2.3M |
| Boston Family Office LLC | 0.15% | Add +14.8% | 115,375 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.2% | 112,245 | $2.2M |
| Hughes Financial Services, LLC | 0.34% | New | 108,338 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +50.1% | 96,560 | $1.9M |
| Mechanics Bank Trust Department | 0.25% | No change | 94,375 | $1.9M |
| FF Advisors,LLC | 0.82% | Add +3.7% | 92,705 | $1.8M |
| Atwood & Palmer Inc. | 0.10% | No change | 90,995 | $1.8M |
| First National Bank of Omaha | 0.05% | New | 87,954 | $1.7M |
| Keeler Thomas Management LLC | 0.79% | Add +1.5% | 83,106 | $1.6M |
| IFP Advisors, Inc | 0.04% | Add +39.1% | 79,462 | $1.6M |
| Signaturefd, LLC | 0.02% | Add +34.0% | 79,250 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +12.4% | 70,449 | $1.4M |
| Old Port Advisors | 0.33% | Add +7.5% | 68,324 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.7% | 66,591 | $1.3M |
| Allworth Financial LP | 0.01% | Add +8.8% | 62,321 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -11.1% | 60,547 | $1.2M |
| Associated Banc-Corp | 0.03% | Add +5.4% | 59,917 | $1.2M |
| BIP Wealth, LLC | 0.04% | New | 59,102 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | Add +7.8% | 57,958 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -37.3% | 57,188 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +5.4% | 49,227 | $977K |
| Flow Traders U.S. LLC | 0.03% | New | 46,254 | $918K |
| Osaic Holdings, Inc. | 0.00% | Add +41.3% | 44,869 | $891K |
| MV Capital Management, Inc. | 0.08% | No change | 43,300 | $859K |
| Focus Partners Wealth | 0.00% | Add +26.2% | 42,819 | $850K |
| Goldman Sachs Group Inc. | 0.00% | Add +227.1% | 41,232 | $818K |
| Yoder Wealth Management, Inc. | 0.37% | Add +0.4% | 40,452 | $803K |
| SCS Capital Management LLC | 0.01% | New | 37,361 | $741K |
| Reliant Wealth Planning | 0.23% | Add +100.8% | 37,219 | $739K |
| Cary Street Partners Financial LLC | 0.02% | No change | 35,791 | $710K |
| Montecito Bank & Trust | 0.11% | Add +35.7% | 35,072 | $696K |
| Foundry Financial Group, Inc. | 0.33% | Add +223.7% | 33,314 | $661K |
| Atlantic Private Wealth, LLC | 0.42% | Reduce -0.9% | 33,264 | $660K |
| Richmond Investment Services, LLC | 0.11% | Reduce -32.1% | 32,022 | $636K |
| Tableaux LLC | 0.44% | New | 31,187 | $619K |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 30,875 | $613K |
| Apella Capital, LLC | 0.01% | Add +47.0% | 30,850 | $612K |
| Smithbridge Asset Management Inc. | 0.05% | Add +100.0% | 30,000 | $595K |
| Jane Street Group, LLC | 0.00% | New | 29,192 | $579K |
| Walleye Partners, LLC | 0.63% | — | 28,789 | $571K |
| Jim Saulnier & Associates, LLC | 0.28% | Add +59.7% | 27,094 | $538K |
| Compass Ion Advisors, LLC | 0.05% | No change | 26,997 | $536K |
| Leavell Investment Management, Inc. | 0.02% | Add +33.2% | 26,711 | $530K |
| Leo Wealth, LLC | 0.04% | Add +3.1% | 26,112 | $518K |
| Cerity Partners LLC | 0.00% | Add +2.9% | 25,650 | $509K |
| Equitable Holdings, Inc. | 0.00% | Add +6.0% | 25,289 | $502K |
| Daybright Advisory Services, Inc. | 0.12% | — | 23,509 | $467K |
| AQR Capital Management | 0.00% | No change | 23,283 | $462K |
| Capital Investment Advisors, LLC | 0.01% | Add +42.7% | 21,027 | $417K |
"% 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.