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 |
| Jacobi Capital Management LLC | 0.02% | Add +7.3% | 20,754 | $412K |
| Lido Advisors, LLC | 0.00% | New | 19,810 | $393K |
| Harbour Investments, Inc. | 0.01% | Add +16.7% | 19,066 | $378K |
| Granite Harbor Advisors, Inc. | 0.16% | No change | 18,721 | $372K |
| Guidance Point Advisors, LLC | 0.09% | Add +1.6% | 18,040 | $358K |
| CGN Advisors LLC | 0.03% | Add +31.0% | 17,846 | $354K |
| Heartland Bank & Trust Co | 0.15% | New | 17,706 | $351K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.1% | 17,598 | $349K |
| DecisionMap Wealth Management, LLC | 0.21% | Add +1.6% | 17,502 | $347K |
| Trinity Wealth Management, LLC | 0.13% | New | 17,422 | $346K |
| STAR Financial Bank | 0.17% | Reduce -3.8% | 17,090 | $339K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.2% | 16,070 | $319K |
| Passive Capital Management, LLC. | 0.10% | No change | 15,941 | $316K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -98.0% | 15,177 | $301K |
| Coldstream Capital Management Inc. | 0.00% | No change | 14,739 | $292K |
| James Investment Research, Inc. | 0.03% | No change | 14,350 | $285K |
| Principal Securities, Inc. | 0.00% | Add +1205.2% | 14,292 | $284K |
| Liberty Wealth Management LLC | 0.04% | Add +1.0% | 14,277 | $283K |
| Level Four Advisory Services, LLC | 0.01% | New | 13,835 | $275K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.2% | 13,666 | $271K |
| O'Brien Wealth Partners LLC | 0.03% | New | 12,744 | $253K |
| Visionary Wealth Advisors | 0.01% | Reduce -4.2% | 11,918 | $237K |
| Element Wealth, LLC | 0.10% | New | 11,643 | $231K |
| Hanover Advisors Inc. | 0.09% | New | 11,419 | $227K |
| KFG Wealth Management, LLC | 0.03% | New | 11,403 | $226K |
| Hyposwiss Advisors SA | 0.22% | — | 11,215 | $223K |
| MLP3, LLC | 0.23% | — | 10,564 | $210K |
| Midwest Professional Planners, LTD. | 0.05% | New | 10,258 | $204K |
| Private Management Group Inc. | 0.01% | New | 10,032 | $199K |
| Barrett & Company, Inc. | 0.06% | Add +38.1% | 9,099 | $181K |
| Crews Bank & Trust | 0.03% | Add +348.8% | 8,975 | $178K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 8,334 | $165K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 7,935 | $157K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 4,963 | $98K |
| MAI Capital Management | 0.00% | New | 4,937 | $98K |
| National Bank of Canada | 0.00% | No change | 4,048 | $80K |
| CNB Bank | 0.03% | Add +94.9% | 4,009 | $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% | No change | 3,134 | $62K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2,480 | $49K |
| TD Capital Management LLC | 0.00% | Add +1.3% | 2,269 | $45K |
| Comerica Bank | 0.00% | Reduce -76.7% | 2,236 | $44K |
| Clearstead Trust, LLC | 0.01% | New | 2,136 | $42K |
| Holos Integrated Wealth LLC | 0.02% | No change | 2,078 | $41K |
| Rockefeller Capital Management L.P. | 0.00% | Add +16.9% | 1,941 | $39K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.2% | 1,502 | $30K |
| Robbins Farley | 0.01% | New | 1,007 | $20K |
| Pflug Koory, LLC | 0.01% | No change | 911 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.3% | 894 | $18K |
| Mb, Levis & Associates, LLC | 0.01% | Add +1.3% | 867 | $17K |
| First PREMIER Bank | 0.00% | No change | 849 | $17K |
| Clayton Financial Group LLC | 0.01% | New | 752 | $15K |
| Gilpin Wealth Management, LLC | 0.01% | — | 430 | $9K |
| Creative Financial Designs Inc. | 0.00% | No change | 196 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | New | 107 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 71 | $1K |
| AE Wealth Management LLC | 0.00% | No change | 8 | $161 |
| Smartleaf Asset Management LLC | 0.00% | Reduce -100.0% | 4 | $80 |
"% 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.