iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q1 2024 (March 31)181holders
$22.82avg. 13F price*
At the end of Q1 2024, 181 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings. The largest holders were Ameriprise Financial Inc. ($96.7M), Capital Advisors Inc. ($74.9M) and Bank of America Corp. ($66.8M).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $47.7M |
| Exits | 8 | $52.3M |
Ownership 181 holders
| Ameriprise Financial Inc. | 0.03% | Add +468.1% | 4,235,002 | $96.7M |
| Capital Advisors Inc. | 1.61% | Add +9.6% | 3,283,377 | $74.9M |
| Bank of America Corp. | 0.01% | Add +52.8% | 2,928,511 | $66.8M |
| Morgan Stanley | 0.00% | Add +6.3% | 2,235,794 | $51.0M |
| Capital Investment Advisors, LLC | 1.00% | Add +13.9% | 1,879,834 | $42.9M |
| Aptus Capital Advisors, LLC | 0.84% | Add +14.0% | 1,724,478 | $39.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +1266.1% | 1,715,339 | $39.1M |
| Royal Bank of Canada | 0.01% | Add +14.3% | 1,365,706 | $31.2M |
| Klingman & Associates, LLC | 1.99% | Add +2.8% | 1,209,142 | $27.6M |
| Venture Visionary Partners LLC | 1.05% | Add +38.2% | 966,954 | $22.1M |
| UBS Group AG | 0.01% | Add +11.9% | 960,875 | $21.9M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +8.4% | 956,641 | $21.8M |
| Woodmont Investment Counsel LLC | 1.82% | New | 947,900 | $21.6M |
| Summitry LLC | 1.13% | Add +2.9% | 943,116 | $21.5M |
| US Bancorp \de | 0.03% | Add +15.5% | 885,522 | $20.2M |
| Gateway Advisory, LLC | 3.41% | Add +4.9% | 852,432 | $19.5M |
| LPL Financial LLC | 0.01% | Add +6.2% | 816,268 | $18.6M |
| Wells Fargo & Company | 0.00% | Add +94.0% | 748,307 | $17.1M |
| Advisors Capital Management, LLC | 0.29% | Add +7.8% | 696,105 | $15.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +28.5% | 667,660 | $15.2M |
| Arrow Financial Corp | 1.31% | Add +3.5% | 576,568 | $13.2M |
| Mb, Levis & Associates, LLC | 6.38% | Add +2.5% | 521,041 | $11.9M |
| MV Capital Management, Inc. | 1.33% | Add +29.4% | 510,474 | $11.6M |
| Seven Springs Wealth Group, LLC | 4.55% | New | 507,852 | $11.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +11.4% | 500,445 | $11.4M |
| Envision Financial Planning, LLC | 8.13% | Add +6.7% | 440,152 | $10.0M |
| Sound View Wealth Advisors Group, LLC | 1.06% | Add +37.0% | 436,591 | $10.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.4% | 287,674 | $6.6M |
| Keeler Thomas Management LLC | 2.25% | Add +4.6% | 287,512 | $6.6M |
| PFG Private Wealth Management, LLC | 3.99% | Reduce -0.1% | 277,579 | $6.3M |
| Guidance Point Advisors, LLC | 2.00% | Add +9.9% | 259,094 | $5.9M |
| Peloton Wealth Strategists | 2.41% | Add +10.5% | 255,500 | $5.8M |
| Ironwood Financial, llc | 1.28% | Add +149.8% | 244,544 | $5.6M |
| Platte River Wealth Advisors, LLC | 1.53% | Add +17.3% | 235,822 | $5.4M |
| Signature Wealth Management Group | 2.35% | Add +6.8% | 231,365 | $5.2M |
| Lyell Wealth Management, LP | 0.50% | Add +20.2% | 215,780 | $4.9M |
| Sandy Spring Bank | 0.21% | Add +4.2% | 205,772 | $4.7M |
| Raymond James & Associates | 0.00% | Add +39.7% | 184,631 | $4.2M |
| Howland Capital Management LLC | 0.20% | Add +45.9% | 184,333 | $4.2M |
| Probity Advisors, Inc. | 0.83% | Add +84.5% | 175,151 | $4.0M |
| Praetorian Wealth Management, Inc. | 1.06% | Add +28.6% | 173,825 | $4.0M |
| Krilogy Financial LLC | 0.30% | Add +2.6% | 171,655 | $3.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +27.3% | 164,673 | $3.8M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Add +18.6% | 156,740 | $3.6M |
| Snowden Capital Advisors LLC | 0.11% | Add +71.2% | 152,624 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.17% | New | 148,394 | $3.4M |
| 4Thought Financial Group Inc. | 2.20% | Add +19.1% | 146,299 | $3.3M |
| Houlihan Financial Resource Group, Ltd. | 1.50% | Add +34.1% | 146,279 | $3.3M |
| MCF Advisors LLC | 0.26% | Add +14.9% | 145,816 | $3.3M |
| Matthew Goff Investment Advisor, LLC | 0.67% | Reduce -0.3% | 144,592 | $3.3M |
| Seneca House Advisors | 1.43% | Reduce -20.2% | 143,620 | $3.3M |
| Lido Advisors, LLC | 0.03% | Add +73.2% | 136,038 | $3.1M |
| LFA - Lugano Financial Advisors SA | 2.24% | Add +95.3% | 134,544 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +25.1% | 128,598 | $2.9M |
| Parallel Advisors, LLC | 0.08% | Add +65.4% | 123,945 | $2.8M |
| CGN Advisors LLC | 0.33% | Reduce -14.4% | 114,901 | $2.6M |
| Wrapmanager Inc. | 0.71% | Add +6.2% | 112,369 | $2.6M |
| Marathon Mission, Inc. | 1.99% | Add +2.3% | 110,669 | $2.5M |
| Precedent Wealth Partners, LLC | 1.06% | Add +17.4% | 108,390 | $2.5M |
| Cherry Tree Wealth Management, LLC | 0.57% | Add +74.8% | 99,917 | $2.3M |
| Cwm, LLC | 0.01% | Add +37.7% | 97,511 | $2.2M |
| IFP Advisors, Inc | 0.10% | Add +9.9% | 96,800 | $2.2M |
| Mutual Advisors, LLC | 0.07% | Add +0.8% | 93,201 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +62.0% | 92,524 | $2.1M |
| Neuberger Berman Group LLC | 0.00% | Add +69.3% | 82,480 | $1.9M |
| Paradigm, Strategies in Wealth Management, LLC | 1.16% | Add +100.5% | 82,429 | $1.9M |
| Meitav Investment House Ltd. | 0.04% | Add +299.3% | 80,019 | $1.8M |
| Global Retirement Partners, LLC | 0.06% | Add +129.3% | 71,793 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +163.1% | 70,503 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Add +42.7% | 68,139 | $1.6M |
| Hamel Associates, Inc. | 0.49% | New | 66,880 | $1.5M |
| LifePlan Financial, LLC | 1.39% | Add +58.7% | 66,435 | $1.5M |
| Mariner, LLC | 0.00% | Add +105.3% | 65,843 | $1.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +42.9% | 59,817 | $1.4M |
| Archford Capital Strategies, LLC | 0.22% | Reduce -0.8% | 56,942 | $1.3M |
| Fulton Breakefield Broenniman LLC | 0.10% | Add +103.5% | 55,937 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +9.8% | 54,021 | $1.2M |
| Segment Wealth Management, LLC | 0.09% | Add +99.7% | 52,070 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -0.5% | 49,977 | $1.1M |
| Associated Banc-Corp | 0.03% | Add +27.8% | 48,303 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 44,213 | $1.0M |
| Lincoln National Corp. | 0.02% | Add +131.4% | 43,494 | $993K |
| Stonebrook Private Inc. | 0.28% | Add +70.6% | 42,300 | $965K |
| Cornell Pochily Investment Advisors, Inc. | 0.38% | Reduce -1.6% | 41,582 | $949K |
| Captrust Financial Advisors | 0.00% | Reduce -2.1% | 41,265 | $942K |
| Navellier & Associates Inc. | 0.11% | No change | 40,628 | $927K |
| Old Mission Capital LLC | 0.02% | Reduce -61.3% | 40,519 | $925K |
| Roble, Belko & Company, Inc | 0.15% | No change | 38,499 | $879K |
| Mendota Financial Group, LLC | 0.51% | Add +54.5% | 37,875 | $864K |
| NewEdge Advisors, LLC | 0.01% | Reduce -90.2% | 37,747 | $861K |
| Beacon Financial Group | 0.09% | Add +50.4% | 35,767 | $816K |
| Masso Torrence Wealth Management Inc. | 0.48% | Add +21.7% | 35,604 | $812K |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | New | 35,032 | $799K |
| Farmers National Bank | 0.24% | Add +2.0% | 34,722 | $792K |
| Kesler, Norman & Wride, LLC | 0.16% | Reduce -1.0% | 33,189 | $757K |
| Moneco Advisors, LLC | 0.12% | Add +234.8% | 32,824 | $749K |
| Cabot Wealth Management Inc. | 0.10% | Add +13.1% | 32,479 | $741K |
| Osaic Holdings, Inc. | 0.00% | Reduce -7.8% | 30,700 | $701K |
| Cetera Investment Advisers | 0.00% | New | 28,417 | $648K |
| Executive Wealth Management, LLC | 0.06% | Add +107.1% | 27,818 | $629K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +87.0% | 27,444 | $626K |
| James Investment Research, Inc. | 0.07% | Add +14.7% | 27,340 | $624K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 26,000 | $593K |
| Comerica Bank | 0.00% | Add +13.5% | 25,424 | $580K |
| Private Advisor Group, LLC | 0.00% | Add +78.9% | 24,832 | $567K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +10.3% | 24,718 | $564K |
| Integrated Wealth Concepts LLC | 0.01% | Add +39.0% | 24,306 | $555K |
| MML Investors Services, LLC | 0.00% | Reduce -2.4% | 24,018 | $548K |
| Leo Wealth, LLC | 0.06% | Reduce -24.8% | 23,919 | $546K |
| Benjamin Edwards Inc. | 0.11% | Reduce -9.5% | 23,792 | $543K |
| Chesley Taft & Associates LLC | 0.03% | New | 22,700 | $518K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 21,956 | $501K |
| Laurel Wealth Advisors LLC | 0.08% | New | 20,750 | $474K |
| Bradley & Co. Private Wealth Management, LLC | 0.38% | No change | 20,728 | $473K |
| Valley Wealth Managers, Inc. | 0.04% | New | 20,493 | $468K |
| Safeguard Financial, LLC | 0.15% | Add +102.2% | 20,488 | $468K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +47.5% | 20,287 | $463K |
| BCS Wealth Management | 0.15% | Add +116.3% | 20,258 | $462K |
| Spinnaker Trust | 0.03% | New | 20,051 | $458K |
| Gratus Wealth Advisors, LLC | 0.08% | Add +14.1% | 20,287 | $453K |
| First National Trust Co | 0.02% | New | 19,318 | $441K |
| Foundry Financial Group, Inc. | 0.30% | New | 18,211 | $416K |
| Stokes Family Office, LLC | 0.05% | No change | 17,610 | $402K |
| Adirondack Trust Co. | 0.17% | Add +38.6% | 17,492 | $399K |
| Autumn Glory Partners, LLC | 0.19% | No change | 17,234 | $393K |
| Ritholtz Wealth Management | 0.01% | Add +9.5% | 17,225 | $393K |
| RVW Wealth, LLC | 0.04% | Add +0.4% | 17,175 | $392K |
| Bank of New Hampshire | 0.10% | Add +57.6% | 17,010 | $388K |
| McGlone Suttner Wealth Management, Inc. | 0.07% | Add +2.4% | 16,805 | $383K |
| REDW Wealth LLC | 0.10% | Add +28.8% | 16,668 | $380K |
| Commonwealth Financial Services, LLC | 0.08% | No change | 15,538 | $358K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 14,823 | $338K |
| Lee Financial Co | 0.06% | No change | 14,550 | $332K |
| Summit Wealth Partners, LLC | 0.07% | No change | 14,365 | $328K |
| Yoder Wealth Management, Inc. | 0.21% | New | 14,100 | $322K |
| Granite Harbor Advisors, Inc. | 0.22% | No change | 13,889 | $317K |
| Montecito Bank & Trust | 0.06% | New | 13,784 | $315K |
| Valmark Advisers, Inc. | 0.01% | New | 13,608 | $311K |
| 4J Wealth Management LLC | 0.26% | New | 13,185 | $301K |
| EP Wealth Advisors, LLC | 0.00% | New | 12,880 | $294K |
| Johnson Bixby & Associates, LLC | 0.05% | New | 12,530 | $286K |
| Principal Securities, Inc. | 0.01% | Add +9.4% | 11,217 | $256K |
| Gradient Capital Advisors, LLC | 0.09% | New | 11,171 | $255K |
| Highland Financial Advisors, LLC | 0.10% | No change | 11,110 | $254K |
| Straight Path Wealth Management | 0.14% | No change | 10,659 | $243K |
| Scotia Capital Inc. | 0.00% | No change | 10,600 | $242K |
| Creative Planning | 0.00% | New | 10,443 | $238K |
| Camelot Portfolios, LLC | 0.23% | New | 10,251 | $234K |
| Foundation Wealth Management, LLC | 0.19% | New | 10,209 | $233K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 10,120 | $231K |
| Glenview Trust Co | 0.00% | New | 10,093 | $230K |
| NorthCoast Asset Management LLC | 0.00% | No change | 10,000 | $228K |
| Bank of New York Mellon Corp | 0.00% | New | 9,816 | $224K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 9,617 | $219K |
| Bank of Montreal | 0.00% | Add +54.4% | 9,594 | $219K |
| Kintra Wealth, LLC | 0.16% | New | 9,316 | $213K |
| Addison Advisors LLC | 0.06% | Add +20.2% | 8,030 | $183K |
| Wells Financial Advisors INC | 0.10% | No change | 6,250 | $143K |
| FinTrust Capital Advisors, LLC | 0.03% | Reduce -40.0% | 5,994 | $137K |
| Bogart Wealth, LLC | 0.01% | Add +13.1% | 5,650 | $129K |
| Phillips Financial Management, LLC | 0.01% | Add +122.8% | 5,538 | $126K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 5,456 | $125K |
| Arcadia Investment Advisors LLC | 0.06% | No change | 4,318 | $99K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 4,279 | $98K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,107 | $71K |
| Evergreen Private Wealth LLC | 0.03% | No change | 2,661 | $61K |
| Element Wealth, LLC | 0.03% | No change | 2,185 | $50K |
| Trust Co | 0.01% | New | 2,181 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,721 | $39K |
| Private Trust Co. NA | 0.00% | Add +22.0% | 1,466 | $33K |
| PSI Advisors, LLC | 0.01% | No change | 1,330 | $30K |
| BlackRock Inc. | 0.00% | Add +2488.0% | 1,294 | $30K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,239 | $28K |
| United Community Bank | 0.01% | New | 1,040 | $24K |
| Barrett & Company, Inc. | 0.01% | New | 1,000 | $23K |
| Allworth Financial LP | 0.00% | No change | 909 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 796 | $18K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $14K |
| Princeton Global Asset Management LLC | 0.00% | No change | 450 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 428 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | New | 60 | $1K |
"% of holder's portfolio" is IBDU's weight in each manager's 13F, not the share of iShares Ibonds Dec 2029 Term the manager owns.