iShares Ibonds Dec 2034 ETFIBTPETF
13F holders, Q2 2025 (June 30)46holders +7
9new positions
2sold out
$25.71avg. 13F price*
At the end of Q2 2025, 46 institutions reported holding iShares Ibonds Dec 2034 ETF (IBTP) in their 13F filings, up 7 from Q1 2025. 9 opened new positions and 2 sold out. The largest holders were Atlantic Union Bankshares Corp ($20.3M), Confluence Investment Management LLC ($16.9M) and LPL Financial LLC ($10.8M).
- Company
- iShares Ibonds Dec 2034 ETF
- CUSIP
- 46438G646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $12.4M |
| Exits | 2 | $116K |
All 13F filers, Q1 2025 → Q2 2025: 1,047,194 shares bought and 22,663 shares sold, net +1,024,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 46 holders
| Atlantic Union Bankshares Corp | 0.46% | Add +8.7% | 789,078 | $20.3M |
| Confluence Investment Management LLC | 0.24% | Reduce -0.3% | 659,143 | $16.9M |
| LPL Financial LLC | 0.00% | Add +56.2% | 418,558 | $10.8M |
| D.A. Davidson & Co. | 0.06% | New | 320,632 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +6.7% | 255,792 | $6.6M |
| Cetera Investment Advisers | 0.01% | Add +9.0% | 196,400 | $5.0M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -0.1% | 193,474 | $5.0M |
| Atlantic Private Wealth, LLC | 3.04% | Add +126.6% | 176,118 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.5% | 146,146 | $3.8M |
| Accretive Wealth Partners, LLC | 1.02% | Add +4.8% | 121,396 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +235.1% | 96,911 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +11.5% | 94,761 | $2.4M |
| Probity Advisors, Inc. | 0.41% | Add +59.4% | 90,776 | $2.3M |
| Keeler Thomas Management LLC | 0.71% | Add +34.6% | 64,266 | $1.7M |
| Reliant Wealth Planning | 0.55% | New | 54,310 | $1.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +175.5% | 45,986 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +152.4% | 41,975 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 39,102 | $1.0M |
| Krilogy Financial LLC | 0.06% | Reduce -11.6% | 38,693 | $995K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +5.0% | 34,834 | $895K |
| Goldman Sachs Group Inc. | 0.00% | No change | 33,551 | $862K |
| Jane Street Group, LLC | 0.00% | Reduce -25.8% | 30,060 | $773K |
| Benjamin Edwards Inc. | 0.01% | New | 23,098 | $594K |
| Equitable Holdings, Inc. | 0.00% | Add +48.9% | 20,451 | $526K |
| Bank of America Corp. | 0.00% | New | 19,016 | $489K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +35.5% | 18,800 | $483K |
| Raymond James Financial Inc. | 0.00% | Add +34.5% | 17,721 | $456K |
| Petros Family Wealth, LLC | 0.38% | Add +23.1% | 16,313 | $419K |
| Jacobi Capital Management LLC | 0.02% | Add +0.5% | 9,923 | $255K |
| MML Investors Services, LLC | 0.00% | New | 9,156 | $235K |
| GTS Securities LLC | 0.01% | New | 8,826 | $227K |
| Waverly Advisors, LLC | 0.00% | Add +5.9% | 8,551 | $220K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 7,961 | $205K |
| Signaturefd, LLC | 0.00% | No change | 7,840 | $202K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.5% | 7,070 | $182K |
| IFP Advisors, Inc | 0.00% | Add +77.3% | 6,710 | $172K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 4,000 | $103K |
| Cwm, LLC | 0.00% | Add +434.9% | 2,118 | $54K |
| Capital Analysts, LLC | 0.00% | No change | 1,838 | $47K |
| AllSquare Wealth Management LLC | 0.03% | No change | 1,770 | $45K |
| Osaic Holdings, Inc. | 0.00% | Reduce -22.6% | 1,303 | $33K |
| CENTRAL TRUST Co | 0.00% | Add +246.7% | 1,106 | $28K |
| Comerica Bank | 0.00% | Reduce -1.4% | 1,020 | $26K |
| CVA Family Office, LLC | 0.00% | No change | 583 | $15K |
| Asset Dedication, LLC | 0.00% | Add +111.0% | 517 | $13K |
| Wells Fargo & Company | 0.00% | New | 379 | $10K |
"% 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.