iShares Ibonds Dec 2034 ETFIBTPETF

13F holders, Q3 2025 (September 30)
51holders +5
9new positions
4sold out
1famous investor
$25.91avg. 13F price*

At the end of Q3 2025, 51 institutions reported holding iShares Ibonds Dec 2034 ETF (IBTP) in their 13F filings, up 5 from Q2 2025. 9 opened new positions and 4 sold out. The largest holders were Atlantic Union Bankshares Corp ($24.9M), Summitry LLC ($21.6M) and Confluence Investment Management LLC ($16.7M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$28.6M
Exits4$1.3M

All 13F filers, Q2 2025 → Q3 2025: 1,576,716 shares bought and 93,681 shares sold, net +1,483,035 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 51 holders

Atlantic Union Bankshares Corp 0.47% Add +21.6% 959,930 $24.9M
Summitry LLC 0.91% New 832,967 $21.6M
Confluence Investment Management LLC 0.24% Reduce -2.5% 642,704 $16.7M
LPL Financial LLC 0.00% Add +18.6% 496,608 $12.9M
D.A. Davidson & Co. 0.06% Add +14.7% 367,614 $9.5M
Royal Bank of Canada 0.00% Add +4.7% 267,906 $6.9M
Atlantic Private Wealth, LLC 3.67% Add +24.4% 219,045 $5.7M
Cetera Investment Advisers 0.01% Reduce -0.4% 195,650 $5.1M
Kestra Advisory Services, LLC 0.02% Reduce -2.1% 189,477 $4.9M
Commonwealth Equity Services, LLC 0.01% Add +4.2% 152,219 $3.9M
Accretive Wealth Partners, LLC 0.98% Add +2.6% 124,499 $3.2M
HighTower Advisors, LLC 0.00% Add +11.1% 105,298 $2.7M
Probity Advisors, Inc. 0.43% Add +12.1% 101,800 $2.6M
Mercer Global Advisors Inc. 0.00% New 100,410 $2.6M
Stifel Financial Corp. 0.00% Add +1.9% 98,748 $2.6M
Tower Research Capital LLC (TRC) 0.06% New 89,511 $2.3M
Keeler Thomas Management LLC 0.74% Reduce -2.9% 62,416 $1.6M
United Capital Financial Advisors, LLC 0.01% Add +43.6% 60,275 $1.6M
Envestnet Asset Management Inc. 0.00% Add +30.5% 60,027 $1.6M
Reliant Wealth Planning 0.46% No change 54,310 $1.4M
U.S. Capital Wealth Advisors, LLC 0.03% Add +3.7% 36,136 $936K
Krilogy Financial LLC 0.03% Reduce -8.5% 35,396 $914K
Goldman Sachs Group Inc. 0.00% Add +1.9% 34,190 $886K
Citadel Advisors 0.00% New 30,321 $786K
Bank of America Corp. 0.00% Add +47.6% 28,073 $727K
Raymond James Financial Inc. 0.00% Add +54.0% 27,298 $707K
Benjamin Edwards Inc. 0.01% Add +15.1% 26,579 $689K
L2 Asset Management, LLC 0.09% New 24,731 $641K
Equitable Holdings, Inc. 0.00% Add +1.3% 20,726 $537K
Cliftonlarsonallen Wealth Advisors, LLC 0.01% No change 18,800 $487K
Cwm, LLC 0.00% Add +747.5% 17,951 $465K
Petros Family Wealth, LLC 0.39% Add +8.8% 17,756 $460K
MML Investors Services, LLC 0.00% Add +81.7% 16,636 $431K
Jane Street Group, LLC 0.00% Reduce -47.0% 15,926 $413K
Flow Traders U.S. LLC 0.02% New 15,019 $389K
Jacobi Capital Management LLC 0.02% Add +0.8% 10,001 $259K
Northwestern Mutual Wealth Management Co. 0.00% Add +40.0% 9,895 $256K
Thoroughbred Financial Services, LLC 0.01% New 9,017 $233K
Waverly Advisors, LLC 0.00% No change 8,551 $222K
Financial Engines Advisors L.L.C. 0.00% Add +0.1% 7,967 $206K
Signaturefd, LLC 0.00% No change 7,840 $203K
Physician Wealth Advisors, Inc. 0.01% No change 4,000 $104K
IFP Advisors, Inc 0.00% Reduce -44.8% 3,702 $96K
Comerica Bank 0.00% Add +207.7% 3,138 $81K
Mendota Financial Group, LLC 0.04% New 2,192 $57K
AllSquare Wealth Management LLC 0.03% Add +22.6% 2,170 $56K
Osaic Holdings, Inc. 0.00% Add +49.0% 1,942 $50K
Advisory Services Network, LLC 0.00% New 1,052 $27K
CENTRAL TRUST Co 0.00% Reduce -5.5% 1,045 $27K
Asset Dedication, LLC 0.00% Add +97.3% 1,020 $26K
CVA Family Office, LLC 0.00% No change 583 $15K

"% 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.