iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q3 2024 (September 30)71holders +14
17new positions
2sold out
1famous investor
$20.82avg. 13F price*
At the end of Q3 2024, 71 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings, up 14 from Q2 2024. 17 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($34.4M), Federation des caisses Desjardins du Quebec ($34.1M) and Bank of America Corp. ($11.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $9.3M |
| Exits | 2 | $3.0M |
All 13F filers, Q2 2024 → Q3 2024: 1,058,984 shares bought and 415,734 shares sold, net +643,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 71 holders
| Wells Fargo & Company | 0.01% | Add +0.2% | 1,653,690 | $34.4M |
| Federation des caisses Desjardins du Quebec | 0.17% | Add +3.2% | 1,635,992 | $34.1M |
| Bank of America Corp. | 0.00% | Add +3.0% | 558,632 | $11.6M |
| Krilogy Financial LLC | 0.74% | Add +2.6% | 514,400 | $10.7M |
| Morgan Stanley | 0.00% | Add +8.8% | 371,858 | $7.7M |
| Snowden Capital Advisors LLC | 0.20% | Add +7.0% | 322,194 | $6.7M |
| UBS Group AG | 0.00% | Add +2.4% | 277,936 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Add +300.7% | 262,897 | $5.5M |
| Fagan Associates, Inc. | 0.76% | Add +10.3% | 218,518 | $4.5M |
| Spreng Capital Management, Inc. | 2.11% | New | 211,658 | $4.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -49.4% | 169,013 | $3.5M |
| LPL Financial LLC | 0.00% | Reduce -2.4% | 147,534 | $3.1M |
| HighTower Advisors, LLC | 0.00% | Add +15.1% | 125,213 | $2.6M |
| Probity Advisors, Inc. | 0.49% | Add +13.5% | 122,166 | $2.5M |
| Accretive Wealth Partners, LLC | 1.03% | Add +1.7% | 117,717 | $2.5M |
| Yoder Wealth Management, Inc. | 1.34% | Add +52.5% | 106,781 | $2.2M |
| Country Club Bank | 0.14% | Add +1.4% | 101,519 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +3.6% | 96,772 | $2.0M |
| IFP Advisors, Inc | 0.07% | Add +136.6% | 87,272 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -12.2% | 85,208 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +6.6% | 81,219 | $1.7M |
| Citadel Advisors | 0.00% | New | 75,753 | $1.6M |
| Stockman Wealth Management, Inc. | 0.23% | Add +307.2% | 72,399 | $1.5M |
| Boston Family Office LLC | 0.10% | Add +7.3% | 69,665 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +98.3% | 49,601 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.5% | 48,871 | $1.0M |
| Atlantic Private Wealth, LLC | 0.67% | Add +0.3% | 42,510 | $885K |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 37,985 | $791K |
| Sowell Financial Services LLC | 0.04% | New | 37,358 | $786K |
| Raymond James & Associates | 0.00% | Add +0.0% | 32,852 | $684K |
| Osaic Holdings, Inc. | 0.00% | Add +7.4% | 30,950 | $644K |
| Park Avenue Securities LLC | 0.01% | New | 28,947 | $603K |
| Cetera Investment Advisers | 0.00% | Add +6.5% | 28,769 | $599K |
| Compass Ion Advisors, LLC | 0.07% | No change | 26,181 | $545K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 25,367 | $528K |
| Susquehanna International Group, LLP | 0.00% | New | 24,674 | $514K |
| Mendota Financial Group, LLC | 0.22% | Add +10.7% | 22,530 | $469K |
| Benjamin Edwards Inc. | 0.01% | Add +869.6% | 21,292 | $443K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.1% | 20,692 | $431K |
| Flow Traders U.S. LLC | 0.02% | Reduce -80.1% | 20,652 | $430K |
| Goldman Sachs Group Inc. | 0.00% | No change | 20,377 | $424K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +24.6% | 18,621 | $388K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.6% | 17,329 | $361K |
| Mutual Advisors, LLC | 0.01% | Add +0.2% | 17,323 | $351K |
| Jacobi Capital Management LLC | 0.02% | New | 13,001 | $271K |
| JDM Financial Group LLC | 0.14% | Reduce -7.7% | 12,778 | $266K |
| STAR Financial Bank | 0.16% | New | 11,557 | $241K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 11,251 | $234K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.3% | 10,929 | $228K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 10,890 | $227K |
| Mercer Global Advisors Inc. | 0.00% | New | 10,376 | $216K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,500 | $156K |
| Trust Co | 0.02% | New | 6,824 | $142K |
| CENTRAL TRUST Co | 0.00% | Add +10.0% | 5,993 | $125K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 5,278 | $110K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +0.5% | 3,308 | $69K |
| Parallel Advisors, LLC | 0.00% | New | 2,951 | $61K |
| Comerica Bank | 0.00% | No change | 2,541 | $53K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,454 | $51K |
| Cwm, LLC | 0.00% | Add +0.2% | 2,358 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 2,264 | $47K |
| Private Trust Co. NA | 0.00% | No change | 1,280 | $27K |
| Allworth Financial LP | 0.00% | No change | 1,017 | $21K |
| CarsonAllaria Wealth Management, Ltd. | 0.01% | New | 826 | $17K |
| Parkside Financial Bank & Trust | 0.00% | Add +7.9% | 751 | $16K |
| Farther Finance Advisors, LLC | 0.00% | New | 578 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 354 | $7K |
| Logan Capital Management Inc. | 0.00% | New | 304 | $6K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 84 | $1K |
| First PREMIER Bank | 0.00% | Add +238.1% | 71 | $1K |
| Eastern Bank | 0.00% | New | 1 | $21 |
"% 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.