ISHARES IBONDS DEC 2033 CORP

IBDY
CUSIP 46436E130 NYSE Arca ETF

Institutional ownership · Q1 2024

Latest quarter (Q2 2026)
Institutional holders 78 +30 (+62.5%) vs Q4 2023
Reported value $323.6M +69.6% vs Q4 2023
Shares held 12.7M +5.3M shares
Quarter Q1 2024 Period ended Mar 31, 2024

78 institutional managers reported holding 12,704,860 shares worth $323,554,760 on Form 13F for Q1 2024, against 48 in Q4 2023. Share positions on CUSIP 46436E130 only; option legs and principal-amount lines are not counted.

Top 25 institutional holders · Q1 2024

# Manager Shares Value % of portfolio Change
1 Gateway Advisory LLC 1,542,530 $39.3M 6.89% +75.1K Position
2 Capital Investment Advisors LLC 1,150,085 $29.3M 0.68% +227.8K Position
3 FIRST INTERSTATE BANK 975,698 $24.9M 1.72% +222.3K Position
4 SUMMITRY LLC 901,814 $23.0M 1.21% New Position
5 Bank of America Corporation 600,917 $15.3M < 0.01% +60.8K Position
6 Envision Financial Planning LLC 575,163 $14.7M 11.83% +38.8K Position
7 MORGAN STANLEY 501,470 $12.8M < 0.01% +96.3K Position
8 MV CAPITAL MANAGEMENT INC 476,980 $12.2M 1.39% New Position
9 Rockefeller Capital Management L P 447,743 $11.4M 0.03% New Position
10 ARROW FINANCIAL CORPORATION 446,848 $11.4M 1.13% +208.4K Position
11 MB LEVIS & ASSOCIATES LLC 426,542 $10.9M 5.84% +18.9K Position
12 WELLS FARGO & COMPANY MN 398,494 $10.2M < 0.01% +295.6K Position
13 Aptus Capital Advisors LLC 353,522 $9.0M 0.17% New Position
14 CONFLUENCE INVESTMENT MANAGEMENT LLC 321,458 $8.2M 0.11% New Position
15 INSTRUMENTAL WEALTH LLC 303,021 $7.6M 3.29% -6.6K Position
16 JANE STREET GROUP LLC 217,583 $5.5M < 0.01% +5.2K Position
17 UBS Group AG 211,747 $5.4M < 0.01% +168.3K Position
18 Guidance Point Advisors LLC 179,325 $4.6M 1.49% New Position
19 JAMES INVESTMENT RESEARCH INC 176,350 $4.5M 0.53% +155.8K Position
20 COMMONWEALTH EQUITY SERVICES LLC 156,116 $4.0M < 0.01% +48.5K Position
21 Krilogy Financial LLC 153,938 $3.9M 0.3% New Position
22 4Thought Financial Group Inc 150,251 $3.8M 2.52% +9.8K Position
23 US BANCORP DE 137,491 $3.5M < 0.01% New Position
24 ROYAL BANK OF CANADA 128,276 $3.3M < 0.01% +125.4K Position
25 Evergreen Private Wealth LLC 114,121 $2.9M 1.46% New Position

Values as reported on each manager's Q1 2024 Form 13F. Change is in shares against the manager's prior-quarter filing.

13F holders by quarter

Quarter Holders Shares Value
Q2 2026 171 +7 31.8M $819.2M
Q1 2026 164 +19 30.3M $782.6M
Q4 2025 145 +11 27.5M $719.2M
Q3 2025 134 +11 24.7M $646.6M
Q2 2025 123 +7 20.9M $540.6M
Q1 2025 116 +16 19.8M $506.7M
Q4 2024 100 +1 20.2M $505.9M
Q3 2024 99 +18 19.0M $502.3M
Q2 2024 81 +3 16.2M $409.3M
Q1 2024 78 +30 12.7M $323.6M
Q4 2023 48 +33 7.4M $190.8M
Q3 2023 15 +12 1.8M $43.7M
Q2 2023 3 325.7K $8.2M

Q2 2023–Q2 2026, as reported on Form 13F.

Across other SEC filings

Fund holders · N-PORT

1 fund
Fund Value % of fund As of
Fundamentals First ETF $81.8K 1.18% Jun 2026

1 fund reported holding $81,766 in total on their latest public Form N-PORT reports, the most recent dated June 2026.

Ownership explorer

Security Details

CUSIP 46436E130
FIGI BBG01H4B2BK3
Symbol IBDY
Type Etf
Class IBONDS DEC 2033 as filed on 13F
Exchange NYSE Arca

Identifier History

Type Value From To
SERIES_ID S000080643 2026-03-05 Current
FIGI BBG01H4B2BK3 2026-02-07 Current
CUSIP 46436E130 2023-06-27 Current

Listing History

Symbol Exchange From To
IBDY NYSE Arca 2023-06-27 Current