iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q2 2024 (June 30)57holders +8
11new positions
3sold out
$19.97avg. 13F price*
At the end of Q2 2024, 57 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings, up 8 from Q1 2024. 11 opened new positions and 3 sold out. The largest holders were Wells Fargo & Company ($32.9M), Federation des caisses Desjardins du Quebec ($31.6M) and Bank of America Corp. ($10.8M).
- Company
- iShares Ibonds Dec 2031 Term
- CUSIP
- 46436E460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.6M |
| Exits | 3 | $846K |
All 13F filers, Q1 2024 → Q2 2024: 925,869 shares bought and 130,561 shares sold, net +795,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 57 holders
| Wells Fargo & Company | 0.01% | Reduce -1.4% | 1,649,750 | $32.9M |
| Federation des caisses Desjardins du Quebec | 0.17% | Add +0.5% | 1,584,849 | $31.6M |
| Bank of America Corp. | 0.00% | Add +177.1% | 542,441 | $10.8M |
| Krilogy Financial LLC | 0.74% | Reduce -6.1% | 501,361 | $10.0M |
| Morgan Stanley | 0.00% | Add +1.2% | 341,630 | $6.8M |
| Equitable Holdings, Inc. | 0.07% | Add +1.0% | 334,184 | $6.7M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -0.0% | 301,059 | $6.0M |
| UBS Group AG | 0.00% | Add +9.3% | 271,356 | $5.4M |
| Fagan Associates, Inc. | 0.69% | Add +24.2% | 198,133 | $4.0M |
| LPL Financial LLC | 0.00% | Add +12.3% | 151,142 | $3.0M |
| Accretive Wealth Partners, LLC | 0.97% | Add +1.3% | 115,742 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +3.9% | 108,829 | $2.2M |
| Probity Advisors, Inc. | 0.45% | Add +25.8% | 107,652 | $2.1M |
| Flow Traders U.S. LLC | 0.10% | Add +50.8% | 103,902 | $2.1M |
| Country Club Bank | 0.14% | Add +0.4% | 100,166 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +23.6% | 97,017 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.0% | 93,434 | $1.9M |
| Coldstream Capital Management Inc. | 0.04% | New | 76,849 | $1.6M |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 76,184 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +8.6% | 73,986 | $1.5M |
| Yoder Wealth Management, Inc. | 0.91% | Add +16.8% | 70,044 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | New | 65,603 | $1.3M |
| Boston Family Office LLC | 0.09% | New | 64,893 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.2% | 43,456 | $868K |
| Atlantic Private Wealth, LLC | 0.69% | Reduce -1.3% | 42,370 | $846K |
| IFP Advisors, Inc | 0.03% | New | 36,886 | $737K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.4% | 36,234 | $724K |
| Raymond James & Associates | 0.00% | New | 32,843 | $656K |
| Osaic Holdings, Inc. | 0.00% | Add +1509.0% | 28,818 | $575K |
| Cetera Investment Advisers | 0.00% | Add +3.1% | 27,011 | $539K |
| Compass Ion Advisors, LLC | 0.08% | No change | 26,181 | $528K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +103.9% | 25,019 | $499K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.1% | 24,710 | $493K |
| Integrated Wealth Concepts LLC | 0.01% | No change | 20,682 | $413K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.3% | 20,377 | $407K |
| Mendota Financial Group, LLC | 0.22% | Add +1.0% | 20,345 | $406K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +3.8% | 19,730 | $394K |
| Stockman Wealth Management, Inc. | 0.06% | New | 17,781 | $355K |
| Mutual Advisors, LLC | 0.01% | New | 17,291 | $350K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.3% | 16,565 | $331K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 14,947 | $298K |
| JDM Financial Group LLC | 0.19% | New | 13,839 | $276K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -35.9% | 10,898 | $218K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,500 | $150K |
| CENTRAL TRUST Co | 0.00% | Add +1457.1% | 5,450 | $109K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -2.8% | 5,278 | $105K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +286.4% | 3,292 | $66K |
| Comerica Bank | 0.00% | No change | 2,541 | $51K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 2,454 | $49K |
| Cwm, LLC | 0.00% | Add +147.5% | 2,354 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,264 | $45K |
| Benjamin Edwards Inc. | 0.01% | Add +0.5% | 2,196 | $44K |
| Private Trust Co. NA | 0.00% | No change | 1,280 | $26K |
| Allworth Financial LP | 0.00% | No change | 1,017 | $20K |
| Parkside Financial Bank & Trust | 0.00% | No change | 696 | $14K |
| Asset Dedication, LLC | 0.00% | New | 354 | $7K |
| First PREMIER Bank | 0.00% | New | 21 | $0 |
"% 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.