iShares Ibonds Dec 2034 ETFIBTPETF
13F holders, Q4 2025 (December 31)53holders +2
8new positions
6sold out
1famous investor
$25.81avg. 13F price*
At the end of Q4 2025, 53 institutions reported holding iShares Ibonds Dec 2034 ETF (IBTP) in their 13F filings, up 2 from Q3 2025. 8 opened new positions and 6 sold out. The largest holders were Atlantic Union Bankshares Corp ($32.9M), Summitry LLC ($22.2M) and Confluence Investment Management LLC ($18.5M). 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $6.2M |
| Exits | 6 | $7.6M |
All 13F filers, Q3 2025 → Q4 2025: 1,734,868 shares bought and 970,528 shares sold, net +764,340 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Atlantic Union Bankshares Corp | 0.62% | Add +32.6% | 1,272,993 | $32.9M |
| Summitry LLC | 0.93% | Add +3.2% | 859,319 | $22.2M |
| Confluence Investment Management LLC | 0.28% | Add +11.4% | 716,175 | $18.5M |
| Stifel Financial Corp. | 0.01% | Add +432.6% | 525,933 | $13.6M |
| Benjamin Edwards Inc. | 0.13% | Add +1660.4% | 467,890 | $12.1M |
| D.A. Davidson & Co. | 0.06% | Add +1.8% | 374,084 | $9.7M |
| Royal Bank of Canada | 0.00% | Add +29.3% | 346,272 | $8.9M |
| Atlantic Private Wealth, LLC | 3.87% | Add +7.2% | 234,732 | $6.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +13.6% | 172,964 | $4.5M |
| Morgan Stanley | 0.00% | New | 157,174 | $4.1M |
| Accretive Wealth Partners, LLC | 0.99% | Add +3.3% | 128,645 | $3.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +20.4% | 120,865 | $3.1M |
| Probity Advisors, Inc. | 0.46% | Add +8.5% | 110,486 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 103,335 | $2.7M |
| United Capital Financial Advisors, LLC | 0.01% | Add +26.6% | 76,340 | $2.0M |
| Keeler Thomas Management LLC | 0.79% | Add +2.2% | 63,816 | $1.6M |
| Cetera Investment Advisers | 0.00% | Reduce -71.2% | 56,274 | $1.5M |
| Reliant Wealth Planning | 0.42% | Reduce -3.5% | 52,382 | $1.4M |
| Cwm, LLC | 0.00% | Add +116.3% | 38,835 | $1.0M |
| Bank of America Corp. | 0.00% | Add +38.2% | 38,790 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +2.0% | 36,871 | $952K |
| LPL Financial LLC | 0.00% | Reduce -92.7% | 36,091 | $932K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.9% | 33,551 | $866K |
| Raymond James Financial Inc. | 0.00% | Add +8.7% | 29,681 | $766K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -67.0% | 29,553 | $763K |
| Citadel Advisors | 0.00% | Reduce -4.9% | 28,823 | $744K |
| Susquehanna International Group, LLP | 0.00% | New | 27,413 | $708K |
| L2 Asset Management, LLC | 0.09% | Add +0.3% | 24,817 | $641K |
| Krilogy Financial LLC | 0.02% | Reduce -31.2% | 24,359 | $628K |
| Equitable Holdings, Inc. | 0.00% | Add +0.5% | 20,825 | $537K |
| Petros Family Wealth, LLC | 0.34% | Add +12.9% | 20,045 | $517K |
| MML Investors Services, LLC | 0.00% | Add +2.0% | 16,968 | $438K |
| Jane Street Group, LLC | 0.00% | Add +5.1% | 16,741 | $432K |
| Apella Capital, LLC | 0.01% | New | 14,397 | $372K |
| UBS Group AG | 0.00% | New | 12,329 | $318K |
| Jacobi Capital Management LLC | 0.02% | Add +10.8% | 11,080 | $286K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 9,895 | $255K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +1.3% | 9,137 | $235K |
| Waverly Advisors, LLC | 0.00% | No change | 8,551 | $221K |
| Wells Fargo & Company | 0.00% | New | 8,509 | $220K |
| Dearborn Partners LLC | 0.01% | New | 7,801 | $206K |
| Signaturefd, LLC | 0.00% | No change | 7,840 | $202K |
| Guidance Point Advisors, LLC | 0.05% | New | 7,787 | $201K |
| CNB Bank | 0.05% | New | 4,832 | $125K |
| IFP Advisors, Inc | 0.00% | Add +28.9% | 4,770 | $123K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 4,000 | $103K |
| Mendota Financial Group, LLC | 0.04% | No change | 2,192 | $57K |
| Comerica Bank | 0.00% | Reduce -37.2% | 1,971 | $51K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.3% | 1,839 | $47K |
| CENTRAL TRUST Co | 0.00% | Add +57.4% | 1,645 | $42K |
| Hyposwiss Advisors SA | 0.03% | — | 1,365 | $35K |
| Asset Dedication, LLC | 0.00% | Add +1.7% | 1,037 | $27K |
| 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.