iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q4 2024 (December 31)76holders +5
11new positions
7sold out
$19.80avg. 13F price*
At the end of Q4 2024, 76 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings, up 5 from Q3 2024. 11 opened new positions and 7 sold out. The largest holders were Wells Fargo & Company ($41.9M), Federation des caisses Desjardins du Quebec ($34.6M) and Bank of America Corp. ($12.5M).
- Company
- iShares Ibonds Dec 2031 Term
- CUSIP
- 46436E460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $3.9M |
| Exits | 7 | $2.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,772,484 shares bought and 217,815 shares sold, net +1,554,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 76 holders
| Wells Fargo & Company | 0.01% | Add +28.1% | 2,118,382 | $41.9M |
| Federation des caisses Desjardins du Quebec | 0.18% | Add +6.8% | 1,747,603 | $34.6M |
| Bank of America Corp. | 0.00% | Add +13.1% | 631,691 | $12.5M |
| Ameriprise Financial Inc. | 0.00% | Add +96.7% | 517,042 | $10.2M |
| Krilogy Financial LLC | 0.65% | Reduce -4.7% | 490,194 | $9.7M |
| Morgan Stanley | 0.00% | Add +0.2% | 372,626 | $7.4M |
| Snowden Capital Advisors LLC | 0.21% | Add +6.0% | 341,517 | $6.8M |
| UBS Group AG | 0.00% | Add +1.1% | 280,989 | $5.6M |
| Fagan Associates, Inc. | 0.78% | Add +14.1% | 249,300 | $4.9M |
| Spreng Capital Management, Inc. | 1.86% | Reduce -0.7% | 210,271 | $4.2M |
| Park Avenue Securities LLC | 0.04% | Add +549.1% | 187,895 | $3.7M |
| Probity Advisors, Inc. | 0.70% | Add +50.5% | 183,855 | $3.6M |
| HighTower Advisors, LLC | 0.00% | Add +34.3% | 168,192 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +77.0% | 150,800 | $3.0M |
| LPL Financial LLC | 0.00% | Add +2.1% | 150,635 | $3.0M |
| Yoder Wealth Management, Inc. | 1.63% | Add +39.6% | 149,121 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Reduce -13.1% | 146,850 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +42.0% | 137,393 | $2.7M |
| Accretive Wealth Partners, LLC | 1.00% | Add +1.3% | 119,208 | $2.4M |
| Stockman Wealth Management, Inc. | 0.35% | Add +57.1% | 113,716 | $2.3M |
| Country Club Bank | 0.14% | Add +2.5% | 104,025 | $2.1M |
| Creative Planning | 0.00% | New | 92,741 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Add +1345.1% | 86,606 | $1.7M |
| IFP Advisors, Inc | 0.06% | Reduce -2.3% | 85,287 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +2.0% | 82,869 | $1.6M |
| Boston Family Office LLC | 0.10% | Add +3.7% | 72,213 | $1.4M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +27.1% | 63,046 | $1.2M |
| Raymond James Financial Inc. | 0.00% | — | 56,643 | $1.1M |
| Atlantic Private Wealth, LLC | 0.79% | Add +24.5% | 52,932 | $1.0M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.0% | 47,903 | $948K |
| Susquehanna International Group, LLP | 0.00% | Add +63.1% | 40,249 | $797K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.1% | 32,994 | $653K |
| Cetera Investment Advisers | 0.00% | Add +11.9% | 32,186 | $637K |
| Howland Capital Management LLC | 0.03% | New | 30,323 | $600K |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.2% | 29,473 | $584K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +56.4% | 27,098 | $537K |
| Compass Ion Advisors, LLC | 0.06% | No change | 26,181 | $518K |
| Osaic Holdings, Inc. | 0.00% | Reduce -15.4% | 26,167 | $518K |
| Integrated Wealth Concepts LLC | 0.01% | Add +23.5% | 25,548 | $506K |
| Benjamin Edwards Inc. | 0.01% | Add +4.5% | 22,243 | $440K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +13.6% | 21,156 | $419K |
| Cary Street Partners Financial LLC | 0.01% | — | 19,764 | $391K |
| Cerity Partners LLC | 0.00% | New | 19,302 | $382K |
| Mutual Advisors, LLC | 0.01% | Add +2.8% | 17,802 | $352K |
| Mendota Financial Group, LLC | 0.23% | Reduce -21.1% | 17,785 | $352K |
| Jacobi Capital Management LLC | 0.03% | Add +33.8% | 17,398 | $344K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.6% | 15,166 | $300K |
| CGN Advisors LLC | 0.03% | New | 13,178 | $261K |
| Associated Banc-Corp | 0.01% | New | 12,266 | $243K |
| Flow Traders U.S. LLC | 0.01% | Reduce -41.1% | 12,167 | $241K |
| STAR Financial Bank | 0.16% | No change | 11,557 | $229K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | New | 11,498 | $228K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.2% | 11,062 | $219K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.2% | 10,498 | $208K |
| Trust Co | 0.02% | Add +22.7% | 8,372 | $166K |
| Kestra Investment Management, LLC | 0.01% | New | 7,723 | $153K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,500 | $149K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 5,020 | $99K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +0.5% | 3,323 | $66K |
| Signaturefd, LLC | 0.00% | New | 2,734 | $54K |
| Comerica Bank | 0.00% | No change | 2,541 | $50K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,454 | $49K |
| Cwm, LLC | 0.00% | Add +0.7% | 2,375 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,264 | $45K |
| Bogart Wealth, LLC | 0.00% | New | 2,208 | $44K |
| Parallel Advisors, LLC | 0.00% | Reduce -39.8% | 1,777 | $35K |
| Private Trust Co. NA | 0.00% | No change | 1,280 | $25K |
| Crews Bank & Trust | 0.00% | — | 1,150 | $23K |
| Allworth Financial LP | 0.00% | No change | 1,017 | $20K |
| Venturi Wealth Management, LLC | 0.00% | New | 825 | $16K |
| Parkside Financial Bank & Trust | 0.00% | No change | 751 | $15K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.8% | 629 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 354 | $7K |
| Golden State Wealth Management, LLC | 0.00% | — | 343 | $7K |
| Logan Capital Management Inc. | 0.00% | No change | 304 | $6K |
| First PREMIER Bank | 0.00% | Reduce -38.0% | 44 | $1K |
"% 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.