iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q1 2025 (March 31)88holders +12
18new positions
6sold out
1famous investor
$20.30avg. 13F price*
At the end of Q1 2025, 88 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings, up 12 from Q4 2024. 18 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($45.0M), Federation des caisses Desjardins du Quebec ($35.7M) and TRUE Private Wealth Advisors ($33.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $55.1M |
| Exits | 6 | $1.7M |
All 13F filers, Q4 2024 → Q1 2025: 4,328,487 shares bought and 228,232 shares sold, net +4,100,255 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 88 holders
| Wells Fargo & Company | 0.01% | Add +4.5% | 2,213,422 | $45.0M |
| Federation des caisses Desjardins du Quebec | 0.18% | Add +0.6% | 1,758,443 | $35.7M |
| TRUE Private Wealth Advisors | 4.11% | New | 1,665,322 | $33.9M |
| Bank of America Corp. | 0.00% | Add +25.1% | 790,291 | $16.1M |
| Krilogy Financial LLC | 0.76% | Add +17.6% | 576,391 | $11.7M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 526,589 | $10.7M |
| Morgan Stanley | 0.00% | Add +7.8% | 401,727 | $8.2M |
| Snowden Capital Advisors LLC | 0.25% | Add +9.8% | 374,970 | $7.6M |
| Headland Capital, LLC | 2.21% | New | 327,099 | $6.6M |
| Confluence Investment Management LLC | 0.09% | New | 306,939 | $6.2M |
| Probity Advisors, Inc. | 1.11% | Add +54.8% | 284,542 | $5.8M |
| UBS Group AG | 0.00% | Add +0.9% | 283,396 | $5.8M |
| Park Avenue Securities LLC | 0.07% | Add +48.5% | 278,941 | $5.7M |
| Fagan Associates, Inc. | 0.85% | Add +0.3% | 250,179 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +41.6% | 238,210 | $4.8M |
| Spreng Capital Management, Inc. | 2.24% | Add +12.7% | 237,056 | $4.8M |
| Equitable Holdings, Inc. | 0.03% | Add +21.7% | 178,749 | $3.6M |
| Yoder Wealth Management, Inc. | 1.95% | Add +14.2% | 170,236 | $3.5M |
| Stockman Wealth Management, Inc. | 0.48% | Add +40.1% | 159,337 | $3.2M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 152,693 | $3.1M |
| Accretive Wealth Partners, LLC | 1.08% | Add +26.7% | 151,050 | $3.1M |
| CENTRAL TRUST Co | 0.07% | Add +65.4% | 143,229 | $2.9M |
| Flow Traders U.S. LLC | 0.12% | Add +1046.7% | 139,520 | $2.8M |
| LPL Financial LLC | 0.00% | Reduce -13.8% | 129,919 | $2.6M |
| Creative Planning | 0.00% | Add +35.1% | 125,311 | $2.5M |
| Parallel Advisors, LLC | 0.06% | Add +6691.1% | 120,678 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +651.3% | 113,948 | $2.3M |
| Country Club Bank | 0.14% | Reduce -1.2% | 102,781 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +14.2% | 94,667 | $1.9M |
| IFP Advisors, Inc | 0.06% | Add +10.6% | 94,351 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +175.1% | 90,768 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Add +36.0% | 85,734 | $1.7M |
| Howland Capital Management LLC | 0.07% | Add +161.7% | 79,340 | $1.6M |
| Boston Family Office LLC | 0.11% | Add +6.3% | 76,758 | $1.6M |
| Keeler Thomas Management LLC | 0.71% | New | 71,694 | $1.5M |
| Eight 31 Financial, LLC | 0.91% | New | 69,369 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | New | 65,613 | $1.3M |
| Atlantic Private Wealth, LLC | 0.92% | Add +16.2% | 61,530 | $1.3M |
| STAR Financial Bank | 0.91% | Add +427.9% | 61,010 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | New | 52,369 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.8% | 52,237 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | Add +782.7% | 68,170 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -10.8% | 42,730 | $869K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +48.7% | 40,293 | $819K |
| Cetera Investment Advisers | 0.00% | Add +18.8% | 38,224 | $777K |
| Osaic Holdings, Inc. | 0.00% | Add +26.7% | 33,154 | $674K |
| Janney Montgomery Scott LLC | 0.00% | New | 31,969 | $650K |
| NewEdge Advisors, LLC | 0.00% | Reduce -78.3% | 29,837 | $607K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +36.7% | 28,913 | $588K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 28,510 | $580K |
| Integrated Wealth Concepts LLC | 0.01% | Add +3.2% | 26,370 | $536K |
| Citadel Advisors | 0.00% | New | 26,249 | $534K |
| Compass Ion Advisors, LLC | 0.06% | No change | 26,181 | $532K |
| Benjamin Edwards Inc. | 0.01% | Add +10.1% | 24,481 | $498K |
| Cary Street Partners Financial LLC | 0.01% | Add +17.5% | 23,214 | $472K |
| Summit Wealth Partners, LLC | 0.08% | New | 20,416 | $415K |
| Associated Banc-Corp | 0.01% | Add +62.8% | 19,965 | $406K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 19,305 | $392K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 17,408 | $354K |
| Jane Street Group, LLC | 0.00% | New | 13,238 | $269K |
| CGN Advisors LLC | 0.03% | Add +0.3% | 13,214 | $269K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 12,933 | $263K |
| Signaturefd, LLC | 0.00% | Add +365.8% | 12,736 | $259K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | No change | 11,498 | $234K |
| Jim Saulnier & Associates, LLC | 0.18% | New | 11,447 | $233K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.5% | 11,009 | $224K |
| Coldstream Capital Management Inc. | 0.00% | New | 10,732 | $218K |
| Guidance Point Advisors, LLC | 0.06% | New | 10,300 | $209K |
| Harbour Investments, Inc. | 0.01% | New | 8,595 | $175K |
| Trust Co | 0.02% | No change | 8,372 | $170K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,500 | $152K |
| Cwm, LLC | 0.00% | Add +169.8% | 6,407 | $130K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 5,020 | $102K |
| Comerica Bank | 0.00% | Add +75.0% | 4,446 | $90K |
| Lowe Wealth Advisors, LLC | 0.04% | New | 4,250 | $86K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,323 | $68K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 2,454 | $50K |
| Capital Analysts, LLC | 0.00% | No change | 2,264 | $46K |
| Bogart Wealth, LLC | 0.00% | No change | 2,208 | $45K |
| Private Trust Co. NA | 0.00% | No change | 1,280 | $26K |
| Crews Bank & Trust | 0.00% | No change | 1,150 | $23K |
| Allworth Financial LP | 0.00% | No change | 1,017 | $21K |
| Parkside Financial Bank & Trust | 0.00% | No change | 751 | $15K |
| First PREMIER Bank | 0.00% | Add +1450.0% | 682 | $14K |
| Asset Dedication, LLC | 0.00% | Add +78.5% | 632 | $13K |
| Logan Capital Management Inc. | 0.00% | No change | 304 | $6K |
| 2UniFi Bank | 0.00% | New | 280 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -97.1% | 10 | $204 |
"% 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.