iShares Ibonds Dec 2034 ETFIBTPETF

13F holders, Q4 2024 (December 31)
22holders +13
13new positions
0sold out
1famous investor
$24.82avg. 13F price*

At the end of Q4 2024, 22 institutions reported holding iShares Ibonds Dec 2034 ETF (IBTP) in their 13F filings, up 13 from Q3 2024. 13 opened new positions and 0 sold out. The largest holders were Atlantic Union Bankshares Corp ($13.6M), Royal Bank of Canada ($5.6M) and Kestra Advisory Services, LLC ($4.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Ibonds Dec 2034 ETF
CUSIP
46438G646
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q2 2024: 3Q2 2024Q3 2024: 9Q3 2024Q4 2024: 22Q4 2024Q1 2025: 39Q1 2025Q2 2025: 46Q2 2025Q3 2025: 51Q3 2025Q4 2025: 53Q4 2025Q1 2026: 55Q1 2026Q2 2026: 62Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions13$11.1M
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 743,566 shares bought and 4,879 shares sold, net +738,687 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders

Atlantic Union Bankshares Corp 0.79% Add +13.8% 548,785 $13.6M
Royal Bank of Canada 0.00% Add +85960.1% 224,617 $5.6M
Kestra Advisory Services, LLC 0.02% Add +1.1% 166,059 $4.1M
Commonwealth Equity Services, LLC 0.00% New 135,092 $3.4M
LPL Financial LLC 0.00% New 115,769 $2.9M
Accretive Wealth Partners, LLC 0.95% Add +1.8% 89,772 $2.2M
HighTower Advisors, LLC 0.00% New 73,856 $1.8M
GTS Securities LLC 0.04% New 30,993 $769K
Cetera Investment Advisers 0.00% New 24,774 $615K
Susquehanna International Group, LLP 0.00% New 20,613 $512K
Citadel Advisors 0.00% Reduce -17.3% 18,894 $469K
Jane Street Group, LLC 0.00% New 15,147 $376K
Probity Advisors, Inc. 0.07% New 13,625 $338K
Goldman Sachs Group Inc. 0.00% No change 9,899 $246K
Jacobi Capital Management LLC 0.02% New 9,871 $245K
Physician Wealth Advisors, Inc. 0.02% New 4,000 $99K
Northwestern Mutual Wealth Management Co. 0.00% Add +13.8% 3,070 $76K
IFP Advisors, Inc 0.00% New 3,008 $75K
AllSquare Wealth Management LLC 0.03% New 1,770 $44K
Parallel Advisors, LLC 0.00% Reduce -39.8% 1,399 $35K
Osaic Holdings, Inc. 0.00% No change 1,200 $30K
CVA Family Office, LLC 0.00% New 583 $14K

"% of holder's portfolio" is IBTP's weight in each manager's 13F, not the share of iShares Ibonds Dec 2034 ETF the manager owns.