iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q1 2024 (March 31)49holders
1famous investor
$20.15avg. 13F price*
At the end of Q1 2024, 49 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings. The largest holders were Wells Fargo & Company ($33.7M), Federation des caisses Desjardins du Quebec ($31.8M) and Krilogy Financial LLC ($10.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2031 Term
- CUSIP
- 46436E460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $5.4M |
| Exits | 4 | $20.6M |
Ownership 49 holders
| Wells Fargo & Company | 0.01% | Add +6.4% | 1,673,490 | $33.7M |
| Federation des caisses Desjardins du Quebec | 0.23% | Add +6.6% | 1,577,605 | $31.8M |
| Krilogy Financial LLC | 0.83% | Add +3.4% | 533,923 | $10.8M |
| Morgan Stanley | 0.00% | Add +28.1% | 337,607 | $6.8M |
| Equitable Holdings, Inc. | 0.08% | Add +24.4% | 330,766 | $6.7M |
| Snowden Capital Advisors LLC | 0.19% | Add +5.4% | 301,109 | $6.1M |
| UBS Group AG | 0.00% | Add +110.3% | 248,178 | $5.0M |
| Bank of America Corp. | 0.00% | Add +8.6% | 195,771 | $3.9M |
| Fagan Associates, Inc. | 0.60% | New | 159,475 | $3.2M |
| LPL Financial LLC | 0.00% | Add +4.5% | 134,524 | $2.7M |
| Accretive Wealth Partners, LLC | 1.00% | Add +7.1% | 114,298 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +51.7% | 104,771 | $2.1M |
| Country Club Bank | 0.14% | Reduce -2.1% | 99,779 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Add +4.0% | 97,290 | $2.0M |
| Probity Advisors, Inc. | 0.36% | Add +96.7% | 85,603 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -3.2% | 78,518 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -1.0% | 70,987 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | Add +15.4% | 68,893 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +59.7% | 68,125 | $1.4M |
| Yoder Wealth Management, Inc. | 0.79% | New | 59,990 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +44.5% | 51,832 | $1.0M |
| Atlantic Private Wealth, LLC | 0.72% | Reduce -0.8% | 42,941 | $866K |
| Goldman Sachs Group Inc. | 0.00% | No change | 33,550 | $676K |
| Envestnet Asset Management Inc. | 0.00% | Add +9.4% | 33,431 | $674K |
| Cetera Investment Advisers | 0.00% | Add +41.2% | 26,202 | $528K |
| Compass Ion Advisors, LLC | 0.08% | No change | 26,181 | $528K |
| Lincoln National Corp. | 0.01% | New | 24,646 | $497K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.1% | 23,512 | $474K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.4% | 20,682 | $417K |
| Mendota Financial Group, LLC | 0.24% | Add +55.0% | 20,141 | $406K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +18.4% | 19,001 | $383K |
| Citadel Advisors | 0.00% | Reduce -44.5% | 17,307 | $349K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +41.7% | 16,998 | $343K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +55.4% | 16,348 | $330K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -84.5% | 14,947 | $301K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 12,272 | $247K |
| WASHINGTON TRUST Co | 0.01% | New | 7,500 | $151K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +26.6% | 5,428 | $109K |
| Comerica Bank | 0.00% | Reduce -60.8% | 2,541 | $51K |
| Capital Analysts, LLC | 0.00% | No change | 2,264 | $46K |
| Benjamin Edwards Inc. | 0.01% | Add +72.6% | 2,185 | $44K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,791 | $36K |
| Private Trust Co. NA | 0.00% | No change | 1,280 | $26K |
| Allworth Financial LP | 0.00% | No change | 1,017 | $21K |
| Cwm, LLC | 0.00% | New | 951 | $19K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 852 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -0.8% | 696 | $14K |
| CENTRAL TRUST Co | 0.00% | No change | 350 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | New | 30 | $605 |
"% of holder's portfolio" is IBTL's weight in each manager's 13F, not the share of iShares Ibonds Dec 2031 Term the manager owns.