iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q3 2024 (September 30)225holders +21
39new positions
14sold out
1famous investor
$23.51avg. 13F price*
At the end of Q3 2024, 225 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 21 from Q2 2024. 39 opened new positions and 14 sold out. The largest holders were Ameriprise Financial Inc. ($107.8M), Capital Advisors Inc. ($85.9M) and Bank of America Corp. ($85.6M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $108.1M |
| Exits | 14 | $31.4M |
All 13F filers, Q2 2024 → Q3 2024: 13,409,613 shares bought and 1,648,983 shares sold, net +11,760,630 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 225 holders
| Ameriprise Financial Inc. | 0.03% | Add +2.4% | 4,586,727 | $107.8M |
| Capital Advisors Inc. | 1.72% | Add +5.4% | 3,653,378 | $85.9M |
| Bank of America Corp. | 0.01% | Add +8.9% | 3,641,070 | $85.6M |
| Aptus Capital Advisors, LLC | 1.13% | Add +38.0% | 3,175,997 | $74.7M |
| Morgan Stanley | 0.00% | Add +6.9% | 2,755,499 | $64.8M |
| Capital Investment Advisors, LLC | 1.15% | Add +12.7% | 2,377,157 | $55.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +10.1% | 2,071,777 | $48.7M |
| Royal Bank of Canada | 0.01% | Add +2.7% | 1,515,752 | $35.6M |
| Woodmont Investment Counsel LLC | 2.45% | New | 1,382,320 | $32.5M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +24.4% | 1,283,606 | $30.2M |
| HighTower Advisors, LLC | 0.04% | Add +2.4% | 1,269,239 | $29.8M |
| Venture Visionary Partners LLC | 1.29% | Add +19.0% | 1,241,723 | $29.2M |
| Klingman & Associates, LLC | 1.76% | Add +2.2% | 1,211,319 | $28.5M |
| Wells Fargo & Company | 0.01% | Add +25.7% | 1,173,067 | $27.6M |
| UBS Group AG | 0.01% | Add +15.7% | 1,167,281 | $27.4M |
| Stifel Financial Corp. | 0.03% | Add +686.8% | 1,127,337 | $26.5M |
| LPL Financial LLC | 0.01% | Add +12.0% | 1,036,055 | $24.4M |
| Benjamin Edwards Inc. | 0.35% | Add +3561.0% | 1,036,057 | $24.4M |
| Kathmere Capital Management, LLC | 2.13% | New | 967,083 | $22.7M |
| Gateway Advisory, LLC | 3.57% | Add +3.8% | 942,319 | $22.2M |
| NewEdge Advisors, LLC | 0.14% | Add +131.4% | 912,066 | $21.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.2% | 890,484 | $20.9M |
| Advisors Capital Management, LLC | 0.29% | Add +3.4% | 763,102 | $17.9M |
| Sound View Wealth Advisors Group, LLC | 1.30% | Add +34.5% | 676,437 | $15.9M |
| US Bancorp \de | 0.02% | Reduce -18.9% | 672,453 | $15.8M |
| Seven Springs Wealth Group, LLC | 5.64% | Add +2.0% | 644,228 | $15.1M |
| Wealthcare Advisory Partners LLC | 0.40% | New | 602,855 | $14.2M |
| Arrow Financial Corp | 1.30% | Add +1.5% | 598,293 | $14.1M |
| MV Capital Management, Inc. | 1.40% | Add +4.7% | 561,568 | $13.2M |
| Rockefeller Capital Management L.P. | 0.04% | Add +8.5% | 556,388 | $13.1M |
| Envision Financial Planning, LLC | 5.85% | Add +3.5% | 472,925 | $11.1M |
| Howland Capital Management LLC | 0.47% | Add +47.1% | 461,512 | $10.9M |
| Commonwealth Financial Services, LLC | 1.83% | Add +5.9% | 396,090 | $9.3M |
| Lido Advisors, LLC | 0.07% | Add +38.7% | 369,696 | $8.7M |
| MCF Advisors LLC | 0.60% | Add +145.7% | 361,541 | $8.5M |
| Ironwood Financial, llc | 1.70% | Add +26.1% | 344,461 | $8.1M |
| Citadel Advisors | 0.01% | Add +793.8% | 328,067 | $7.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +7.0% | 321,808 | $7.6M |
| Lyell Wealth Management, LP | 0.65% | Add +23.3% | 305,924 | $7.2M |
| PFG Private Wealth Management, LLC | 4.07% | Add +2.1% | 298,436 | $7.0M |
| J.W. Cole Advisors, Inc. | 0.29% | Add +58.0% | 298,051 | $7.0M |
| Windsor Capital Management, LLC | 2.02% | New | 295,557 | $6.9M |
| Guidance Point Advisors, LLC | 2.08% | Reduce -5.0% | 291,943 | $6.9M |
| Keeler Thomas Management LLC | 2.13% | Reduce -0.6% | 286,271 | $6.7M |
| Probity Advisors, Inc. | 1.23% | Add +15.1% | 273,459 | $6.4M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Add +8.0% | 273,347 | $6.4M |
| Peloton Wealth Strategists | 2.60% | Add +3.0% | 272,895 | $6.4M |
| Raymond James & Associates | 0.00% | Add +21.4% | 255,468 | $6.0M |
| Confluence Investment Management LLC | 0.08% | New | 246,605 | $5.8M |
| JPMorgan Chase & Co. | 0.00% | Add +16778.2% | 242,371 | $5.7M |
| Signature Wealth Management Group | 2.24% | Add +1.3% | 237,141 | $5.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +22.8% | 231,581 | $5.4M |
| Sandy Spring Bank | 0.22% | Add +6.2% | 229,310 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +202.1% | 227,411 | $5.3M |
| Hamel Associates, Inc. | 1.62% | Add +16.1% | 225,768 | $5.3M |
| Spreng Capital Management, Inc. | 2.45% | New | 218,174 | $5.1M |
| Platte River Wealth Advisors, LLC | 1.34% | Reduce -4.7% | 211,792 | $5.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +91.4% | 192,782 | $4.5M |
| Parallel Advisors, LLC | 0.11% | Add +51.1% | 192,654 | $4.5M |
| Praetorian Wealth Management, Inc. | 1.11% | Add +0.9% | 189,348 | $4.5M |
| Houlihan Financial Resource Group, Ltd. | 1.83% | Add +19.9% | 188,494 | $4.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.56% | New | 186,997 | $4.4M |
| Krilogy Financial LLC | 0.28% | Add +0.1% | 172,728 | $4.1M |
| Snowden Capital Advisors LLC | 0.12% | Add +10.7% | 168,282 | $4.0M |
| LFA - Lugano Financial Advisors SA | 2.57% | Add +4.5% | 160,979 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Add +35.9% | 159,711 | $3.8M |
| 4Thought Financial Group Inc. | 2.30% | Add +1.5% | 158,637 | $3.7M |
| Precedent Wealth Partners, LLC | 1.12% | Add +16.3% | 145,022 | $3.4M |
| Cherry Tree Wealth Management, LLC | 0.80% | Add +14.9% | 144,301 | $3.4M |
| Matthew Goff Investment Advisor, LLC | 0.64% | Reduce -0.0% | 142,473 | $3.3M |
| Newman Dignan & Sheerar, Inc. | 0.79% | Add +3.2% | 142,702 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +7.7% | 138,406 | $3.3M |
| Wrapmanager Inc. | 0.83% | Add +5.8% | 135,861 | $3.2M |
| Sabal Trust CO | 0.17% | Add +74.7% | 133,556 | $3.1M |
| Cwm, LLC | 0.01% | Add +20.7% | 132,348 | $3.1M |
| CGN Advisors LLC | 0.31% | Add +5.8% | 131,346 | $3.1M |
| Executive Wealth Management, LLC | 0.24% | New | 128,120 | $3.0M |
| Marathon Mission, Inc. | 1.91% | Add +3.9% | 116,852 | $2.7M |
| STAR Financial Bank | 1.83% | Add +49.5% | 115,602 | $2.7M |
| Global Retirement Partners, LLC | 0.08% | Add +16.0% | 113,432 | $2.7M |
| Meitav Investment House Ltd. | 0.04% | Add +9.8% | 98,787 | $2.3M |
| IFP Advisors, Inc | 0.08% | Add +0.1% | 98,581 | $2.3M |
| Moneco Advisors, LLC | 0.27% | Add +157.7% | 92,855 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +57.5% | 92,299 | $2.2M |
| Glenview Trust Co | 0.04% | Add +30.2% | 91,700 | $2.2M |
| Paradigm, Strategies in Wealth Management, LLC | 1.35% | Add +16.1% | 88,527 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +172.5% | 86,726 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | No change | 83,296 | $2.0M |
| Quantum Financial Advisors, LLC | 0.30% | New | 82,880 | $1.9M |
| Mariner, LLC | 0.00% | Add +3.1% | 79,994 | $1.9M |
| Stonebrook Private Inc. | 0.50% | Add +42.9% | 79,691 | $1.9M |
| Cowa, LLC | 0.89% | New | 79,644 | $1.9M |
| Seneca House Advisors | 0.77% | Reduce -14.1% | 78,139 | $1.8M |
| Coldstream Capital Management Inc. | 0.04% | Add +0.2% | 74,847 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 73,690 | $1.7M |
| Fulton Breakefield Broenniman LLC | 0.12% | Add +18.5% | 72,318 | $1.7M |
| Cabot Wealth Management Inc. | 0.21% | Add +70.7% | 70,214 | $1.7M |
| First National Trust Co | 0.06% | Add +116.1% | 69,540 | $1.6M |
| Laurel Wealth Advisors LLC | 0.26% | Add +34.0% | 69,300 | $1.6M |
| RVW Wealth, LLC | 0.15% | Add +340.4% | 68,137 | $1.6M |
"% 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.