iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q2 2024 (June 30)204holders +23
28new positions
7sold out
1famous investor
$22.67avg. 13F price*
At the end of Q2 2024, 204 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 23 from Q1 2024. 28 opened new positions and 7 sold out. The largest holders were Ameriprise Financial Inc. ($101.5M), Capital Advisors Inc. ($78.6M) and Bank of America Corp. ($75.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $45.1M |
| Exits | 7 | $47.0M |
All 13F filers, Q1 2024 → Q2 2024: 8,232,902 shares bought and 2,242,586 shares sold, net +5,990,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 204 holders
| Ameriprise Financial Inc. | 0.03% | Add +5.8% | 4,479,094 | $101.5M |
| Capital Advisors Inc. | 1.62% | Add +5.6% | 3,467,452 | $78.6M |
| Bank of America Corp. | 0.01% | Add +14.2% | 3,343,949 | $75.8M |
| Morgan Stanley | 0.00% | Add +15.3% | 2,577,998 | $58.4M |
| Aptus Capital Advisors, LLC | 0.99% | Add +33.4% | 2,301,004 | $52.2M |
| Capital Investment Advisors, LLC | 1.08% | Add +12.2% | 2,109,237 | $47.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.7% | 1,882,298 | $42.7M |
| Royal Bank of Canada | 0.01% | Add +8.1% | 1,476,266 | $33.5M |
| HighTower Advisors, LLC | 0.04% | New | 1,239,275 | $28.1M |
| Klingman & Associates, LLC | 1.82% | Reduce -1.9% | 1,185,513 | $26.9M |
| Venture Visionary Partners LLC | 1.11% | Add +7.9% | 1,043,160 | $23.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +7.8% | 1,031,647 | $23.4M |
| UBS Group AG | 0.01% | Add +5.0% | 1,009,019 | $22.9M |
| Wells Fargo & Company | 0.01% | Add +24.7% | 933,107 | $21.2M |
| LPL Financial LLC | 0.01% | Add +13.3% | 924,689 | $21.0M |
| Gateway Advisory, LLC | 3.49% | Add +6.5% | 907,556 | $20.6M |
| US Bancorp \de | 0.03% | Reduce -6.4% | 828,797 | $18.8M |
| Commonwealth Equity Services, LLC | 0.03% | Add +22.2% | 815,705 | $18.5M |
| Advisors Capital Management, LLC | 0.29% | Add +6.0% | 737,907 | $16.7M |
| Seven Springs Wealth Group, LLC | 5.73% | Add +24.4% | 631,784 | $14.3M |
| Arrow Financial Corp | 1.30% | Add +2.2% | 589,504 | $13.4M |
| MV Capital Management, Inc. | 1.37% | Add +5.1% | 536,389 | $12.2M |
| Mb, Levis & Associates, LLC | 6.36% | Add +2.5% | 533,909 | $12.1M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.4% | 512,641 | $11.6M |
| Old Mission Capital LLC | 0.30% | Add +1159.9% | 510,485 | $11.6M |
| Sound View Wealth Advisors Group, LLC | 1.18% | Add +15.2% | 502,849 | $11.4M |
| Envision Financial Planning, LLC | 7.93% | Add +3.9% | 457,091 | $10.4M |
| NewEdge Advisors, LLC | 0.07% | Add +944.0% | 394,068 | $8.9M |
| Commonwealth Financial Services, LLC | 1.75% | Add +2307.6% | 374,090 | $8.5M |
| Howland Capital Management LLC | 0.34% | Add +70.1% | 313,628 | $7.1M |
| Guidance Point Advisors, LLC | 2.27% | Add +18.6% | 307,256 | $7.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.6% | 300,825 | $6.8M |
| PFG Private Wealth Management, LLC | 4.02% | Add +5.3% | 292,327 | $6.6M |
| Keeler Thomas Management LLC | 2.23% | Add +0.1% | 287,878 | $6.5M |
| Ironwood Financial, llc | 1.39% | Add +11.7% | 273,190 | $6.2M |
| Lido Advisors, LLC | 0.05% | Add +96.0% | 266,620 | $6.0M |
| Peloton Wealth Strategists | 2.52% | Add +3.7% | 265,000 | $6.0M |
| Robertson Stephens Wealth Management, LLC | 0.30% | Add +1148.2% | 253,221 | $5.7M |
| Lyell Wealth Management, LP | 0.54% | Add +15.0% | 248,200 | $5.6M |
| Probity Advisors, Inc. | 1.12% | Add +35.6% | 237,539 | $5.4M |
| Signature Wealth Management Group | 2.32% | Add +1.2% | 234,042 | $5.3M |
| Platte River Wealth Advisors, LLC | 1.41% | Reduce -5.8% | 222,169 | $5.0M |
| Sandy Spring Bank | 0.22% | Add +4.9% | 215,904 | $4.9M |
| Raymond James & Associates | 0.00% | Add +14.0% | 210,436 | $4.8M |
| Hamel Associates, Inc. | 1.39% | Add +190.8% | 194,493 | $4.4M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Add +20.6% | 189,083 | $4.3M |
| J.W. Cole Advisors, Inc. | 0.20% | Add +27.1% | 188,681 | $4.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +14.5% | 188,538 | $4.3M |
| Praetorian Wealth Management, Inc. | 1.09% | Add +7.9% | 187,578 | $4.3M |
| Krilogy Financial LLC | 0.29% | Add +0.6% | 172,647 | $3.9M |
| Houlihan Financial Resource Group, Ltd. | 2.43% | Add +7.5% | 157,219 | $3.6M |
| 4Thought Financial Group Inc. | 2.20% | Add +6.9% | 156,335 | $3.5M |
| LFA - Lugano Financial Advisors SA | 2.66% | Add +14.5% | 154,098 | $3.5M |
| Snowden Capital Advisors LLC | 0.10% | Reduce -0.4% | 151,970 | $3.4M |
| MCF Advisors LLC | 0.25% | Add +0.9% | 147,180 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +11.4% | 143,290 | $3.2M |
| Matthew Goff Investment Advisor, LLC | 0.66% | Reduce -1.4% | 142,517 | $3.2M |
| Newman Dignan & Sheerar, Inc. | 0.81% | New | 138,274 | $3.1M |
| Members Wealth LLC | 2.03% | — | 130,566 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +38.9% | 128,554 | $2.9M |
| Wrapmanager Inc. | 0.80% | Add +14.3% | 128,465 | $2.9M |
| Parallel Advisors, LLC | 0.07% | Add +2.9% | 127,476 | $2.9M |
| Cherry Tree Wealth Management, LLC | 0.72% | Add +25.7% | 125,600 | $2.8M |
| Precedent Wealth Partners, LLC | 1.14% | Add +15.1% | 124,708 | $2.8M |
| CGN Advisors LLC | 0.33% | Add +8.1% | 124,176 | $2.8M |
| CENTRAL TRUST Co | 0.07% | Add +72.5% | 117,547 | $2.7M |
| Marathon Mission, Inc. | 1.93% | Add +1.7% | 112,504 | $2.6M |
| Cwm, LLC | 0.01% | Add +12.4% | 109,646 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.8% | 100,708 | $2.3M |
| IFP Advisors, Inc | 0.09% | Add +1.7% | 98,430 | $2.2M |
| Global Retirement Partners, LLC | 0.07% | Add +36.2% | 97,780 | $2.2M |
| Seneca House Advisors | 0.89% | Reduce -36.7% | 90,914 | $2.1M |
| Meitav Investment House Ltd. | 0.04% | Add +12.5% | 89,990 | $2.0M |
| LifePlan Financial, LLC | 1.86% | Add +33.8% | 88,900 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | Add +1.0% | 83,296 | $1.9M |
| Mutual Advisors, LLC | 0.05% | Reduce -17.5% | 76,862 | $1.8M |
| Mariner, LLC | 0.00% | Add +17.9% | 77,600 | $1.8M |
| STAR Financial Bank | 1.35% | New | 77,353 | $1.8M |
| Sabal Trust CO | 0.10% | New | 76,459 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.06% | Reduce -7.5% | 76,254 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +39.4% | 75,276 | $1.7M |
| Coldstream Capital Management Inc. | 0.04% | Add +24.9% | 74,707 | $1.7M |
| Asset Dedication, LLC | 0.11% | New | 70,447 | $1.6M |
| Glenview Trust Co | 0.03% | Add +597.6% | 70,413 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | — | 68,950 | $1.5M |
| Estate Counselors, LLC | 0.15% | New | 61,150 | $1.4M |
| Fulton Breakefield Broenniman LLC | 0.10% | Add +9.1% | 61,006 | $1.4M |
| Archford Capital Strategies, LLC | 0.22% | Add +3.0% | 58,659 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Add +90.9% | 58,611 | $1.3M |
| Associated Banc-Corp | 0.04% | Add +17.5% | 56,748 | $1.3M |
| Segment Wealth Management, LLC | 0.09% | Add +8.2% | 56,325 | $1.3M |
| Stonebrook Private Inc. | 0.36% | Add +31.9% | 55,779 | $1.3M |
| Little House Capital LLC | 0.37% | New | 52,216 | $1.2M |
| Laurel Wealth Advisors LLC | 0.21% | Add +149.2% | 51,700 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.0% | 51,503 | $1.2M |
| Journey Advisory Group, LLC | 0.13% | New | 48,918 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +60.4% | 45,573 | $1.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.38% | Add +5.4% | 43,818 | $993K |
| Private Advisor Group, LLC | 0.01% | Add +74.9% | 43,424 | $984K |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 41,398 | $938K |
"% 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.