iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q2 2025 (June 30)95holders +7
10new positions
3sold out
1famous investor
$20.50avg. 13F price*
At the end of Q2 2025, 95 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings, up 7 from Q1 2025. 10 opened new positions and 3 sold out. The largest holders were Wells Fargo & Company ($44.6M), TRUE Private Wealth Advisors ($39.1M) and Federation des caisses Desjardins du Quebec ($36.5M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.5M |
| Exits | 3 | $4.1M |
All 13F filers, Q1 2025 → Q2 2025: 1,045,205 shares bought and 703,632 shares sold, net +341,573 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Wells Fargo & Company | 0.01% | Reduce -1.6% | 2,177,285 | $44.6M |
| TRUE Private Wealth Advisors | 4.40% | Add +14.6% | 1,908,678 | $39.1M |
| Federation des caisses Desjardins du Quebec | 0.16% | Add +1.3% | 1,780,959 | $36.5M |
| Bank of America Corp. | 0.00% | Add +10.6% | 874,112 | $17.9M |
| Krilogy Financial LLC | 0.67% | Reduce -0.8% | 571,543 | $11.7M |
| Morgan Stanley | 0.00% | Add +1.6% | 408,369 | $8.4M |
| Snowden Capital Advisors LLC | 0.23% | Add +0.1% | 375,510 | $7.7M |
| Probity Advisors, Inc. | 1.28% | Add +24.8% | 355,015 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -32.9% | 353,455 | $7.2M |
| Headland Capital, LLC | 2.13% | Add +4.9% | 343,097 | $7.0M |
| Park Avenue Securities LLC | 0.06% | Add +19.0% | 331,946 | $6.8M |
| Confluence Investment Management LLC | 0.09% | Reduce -0.7% | 304,901 | $6.3M |
| UBS Group AG | 0.00% | Reduce -0.5% | 282,110 | $5.8M |
| Fagan Associates, Inc. | 0.85% | Add +7.0% | 267,559 | $5.5M |
| Foronjy Financial LLC | 2.49% | — | 259,886 | $5.3M |
| Spreng Capital Management, Inc. | 2.19% | Add +6.2% | 251,692 | $5.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.1% | 237,894 | $4.9M |
| Yoder Wealth Management, Inc. | 2.18% | Add +20.1% | 204,491 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +0.7% | 180,000 | $3.7M |
| Stockman Wealth Management, Inc. | 0.50% | Add +12.2% | 178,712 | $3.7M |
| Accretive Wealth Partners, LLC | 1.08% | Add +6.1% | 160,202 | $3.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +76.3% | 160,052 | $3.3M |
| CENTRAL TRUST Co | 0.07% | Reduce -2.3% | 139,972 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +108.2% | 136,608 | $2.8M |
| Parallel Advisors, LLC | 0.06% | Add +11.9% | 134,996 | $2.8M |
| Creative Planning | 0.00% | Add +0.5% | 125,891 | $2.6M |
| Royal Bank of Canada | 0.00% | Reduce -23.1% | 117,389 | $2.4M |
| STAR Financial Bank | 1.34% | Add +68.8% | 102,976 | $2.1M |
| Stifel Financial Corp. | 0.00% | Add +7.8% | 102,054 | $2.1M |
| Country Club Bank | 0.12% | Reduce -7.4% | 95,179 | $1.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -17.3% | 94,200 | $1.9M |
| Boston Family Office LLC | 0.13% | Add +22.6% | 94,104 | $1.9M |
| IFP Advisors, Inc | 0.05% | Reduce -4.1% | 90,483 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +4.5% | 89,627 | $1.8M |
| Keeler Thomas Management LLC | 0.78% | Add +24.0% | 88,896 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -37.7% | 80,965 | $1.7M |
| Howland Capital Management LLC | 0.07% | Add +0.1% | 79,462 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +7.8% | 56,332 | $1.2M |
| Eight 31 Financial, LLC | 0.71% | Reduce -24.3% | 52,536 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +9.2% | 41,744 | $856K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +43.9% | 41,610 | $853K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.1% | 39,849 | $817K |
| Jane Street Group, LLC | 0.00% | Add +183.7% | 37,561 | $770K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.2% | 33,626 | $689K |
| Signaturefd, LLC | 0.01% | Add +155.1% | 32,484 | $666K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -26.3% | 31,502 | $646K |
| Associated Banc-Corp | 0.02% | Add +54.2% | 30,787 | $631K |
| Atlantic Private Wealth, LLC | 0.40% | Reduce -52.7% | 29,083 | $596K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.9% | 29,041 | $595K |
| Benjamin Edwards Inc. | 0.01% | Add +18.0% | 28,877 | $592K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.3% | 26,436 | $542K |
| Compass Ion Advisors, LLC | 0.06% | No change | 26,181 | $537K |
| Leo Wealth, LLC | 0.04% | New | 23,813 | $488K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.2% | 22,474 | $461K |
| Summit Wealth Partners, LLC | 0.08% | No change | 20,416 | $419K |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 19,219 | $394K |
| Jacobi Capital Management LLC | 0.02% | Add +2.2% | 17,787 | $365K |
| Kestra Investment Management, LLC | 0.01% | Reduce -75.0% | 17,063 | $350K |
| Osaic Holdings, Inc. | 0.00% | Reduce -49.6% | 16,714 | $343K |
| Susquehanna International Group, LLP | 0.00% | New | 16,046 | $329K |
| Visionary Wealth Advisors | 0.02% | New | 15,926 | $326K |
| Citadel Advisors | 0.00% | Reduce -44.6% | 14,543 | $298K |
| Reliant Wealth Planning | 0.12% | New | 14,470 | $297K |
| CGN Advisors LLC | 0.02% | Add +0.6% | 13,287 | $272K |
| Harbour Investments, Inc. | 0.01% | Add +52.3% | 13,089 | $268K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 13,064 | $268K |
| Leavell Investment Management, Inc. | 0.01% | New | 12,665 | $260K |
| Jim Saulnier & Associates, LLC | 0.16% | Add +1.0% | 11,562 | $237K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | Reduce -0.1% | 11,489 | $236K |
| Mercer Global Advisors Inc. | 0.00% | New | 11,478 | $235K |
| Rebalance, LLC | 0.02% | New | 10,919 | $224K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -2.3% | 10,757 | $221K |
| Coldstream Capital Management Inc. | 0.00% | No change | 10,732 | $220K |
| Guidance Point Advisors, LLC | 0.06% | Add +0.3% | 10,327 | $212K |
| DecisionMap Wealth Management, LLC | 0.14% | New | 9,822 | $201K |
| Cwm, LLC | 0.00% | Add +31.2% | 8,407 | $172K |
| Trust Co | 0.02% | Reduce -0.0% | 8,369 | $172K |
| NewEdge Advisors, LLC | 0.00% | Reduce -80.1% | 5,933 | $122K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 5,020 | $103K |
| Barrett & Company, Inc. | 0.03% | New | 4,435 | $92K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 4,250 | $87K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +17.9% | 3,918 | $80K |
| Capital Analysts, LLC | 0.00% | No change | 2,264 | $46K |
| Bogart Wealth, LLC | 0.00% | No change | 2,208 | $45K |
| Comerica Bank | 0.00% | Reduce -57.4% | 1,894 | $39K |
| Private Trust Co. NA | 0.00% | No change | 1,280 | $26K |
| Crews Bank & Trust | 0.00% | No change | 1,150 | $24K |
| Asset Dedication, LLC | 0.00% | Add +65.2% | 1,044 | $21K |
| Allworth Financial LP | 0.00% | No change | 1,017 | $21K |
| Parkside Financial Bank & Trust | 0.00% | Add +1.3% | 761 | $16K |
| First PREMIER Bank | 0.00% | No change | 682 | $14K |
| Logan Capital Management Inc. | 0.00% | No change | 304 | $6K |
| 2UniFi Bank | 0.00% | No change | 280 | $6K |
| National Bank of Canada | 0.00% | New | 47 | $963 |
| Golden State Wealth Management, LLC | 0.00% | No change | 10 | $208 |
"% 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.