iShares Ibonds Dec 2034 ETFIBTPETF
13F holders, Q1 2025 (March 31)39holders +17
21new positions
4sold out
$25.66avg. 13F price*
At the end of Q1 2025, 39 institutions reported holding iShares Ibonds Dec 2034 ETF (IBTP) in their 13F filings, up 17 from Q4 2024. 21 opened new positions and 4 sold out. The largest holders were Atlantic Union Bankshares Corp ($18.6M), Confluence Investment Management LLC ($17.0M) and LPL Financial LLC ($6.9M).
- Company
- iShares Ibonds Dec 2034 ETF
- CUSIP
- 46438G646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $25.8M |
| Exits | 4 | $1.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,672,604 shares bought and 71,899 shares sold, net +1,600,705 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 39 holders
| Atlantic Union Bankshares Corp | 1.13% | Add +32.2% | 725,718 | $18.6M |
| Confluence Investment Management LLC | 0.24% | New | 661,179 | $17.0M |
| LPL Financial LLC | 0.00% | Add +131.5% | 268,015 | $6.9M |
| Royal Bank of Canada | 0.00% | Add +6.7% | 239,668 | $6.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.6% | 193,671 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +627.4% | 180,214 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.5% | 142,518 | $3.7M |
| Accretive Wealth Partners, LLC | 1.04% | Add +29.0% | 115,794 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +15.1% | 85,000 | $2.2M |
| Atlantic Private Wealth, LLC | 1.47% | New | 77,711 | $2.0M |
| Probity Advisors, Inc. | 0.28% | Add +317.9% | 56,939 | $1.5M |
| Keeler Thomas Management LLC | 0.60% | New | 47,741 | $1.2M |
| Krilogy Financial LLC | 0.07% | New | 43,764 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +167.5% | 40,520 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +238.9% | 33,551 | $861K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 33,192 | $852K |
| Stifel Financial Corp. | 0.00% | New | 28,923 | $742K |
| Envestnet Asset Management Inc. | 0.00% | New | 16,693 | $428K |
| United Capital Financial Advisors, LLC | 0.00% | New | 16,633 | $427K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | New | 13,875 | $356K |
| Equitable Holdings, Inc. | 0.00% | New | 13,739 | $353K |
| Petros Family Wealth, LLC | 0.38% | New | 13,250 | $340K |
| Raymond James Financial Inc. | 0.00% | New | 13,177 | $338K |
| Jacobi Capital Management LLC | 0.02% | No change | 9,871 | $253K |
| Waverly Advisors, LLC | 0.00% | New | 8,078 | $207K |
| Signaturefd, LLC | 0.00% | New | 7,840 | $201K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +97.7% | 6,070 | $156K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,239 | $109K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 4,000 | $103K |
| IFP Advisors, Inc | 0.00% | Add +25.8% | 3,784 | $97K |
| Capital Analysts, LLC | 0.00% | New | 1,838 | $47K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,770 | $45K |
| Osaic Holdings, Inc. | 0.00% | Add +40.3% | 1,684 | $43K |
| Comerica Bank | 0.00% | New | 1,035 | $27K |
| CVA Family Office, LLC | 0.00% | No change | 583 | $15K |
| Cwm, LLC | 0.00% | New | 396 | $10K |
| CENTRAL TRUST Co | 0.00% | New | 319 | $8K |
| JPMorgan Chase & Co. | 0.00% | New | 264 | $7K |
| Asset Dedication, LLC | 0.00% | New | 245 | $6K |
"% 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.