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 |
| Estate Counselors, LLC | 0.15% | Add +0.1% | 61,241 | $1.4M |
| Segment Wealth Management, LLC | 0.10% | Add +8.0% | 60,845 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -23.6% | 58,700 | $1.4M |
| Associated Banc-Corp | 0.04% | Add +0.4% | 56,978 | $1.3M |
| Archford Capital Strategies, LLC | 0.20% | Reduce -2.7% | 57,055 | $1.3M |
| Little House Capital LLC | 0.37% | Add +4.3% | 54,478 | $1.3M |
| Chesley Taft & Associates LLC | 0.06% | Add +41.8% | 53,600 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.7% | 53,401 | $1.3M |
| Spinnaker Trust | 0.08% | Add +70.2% | 53,268 | $1.3M |
| Valmark Advisers, Inc. | 0.02% | Add +62.4% | 52,022 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +19.4% | 49,451 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +13.7% | 49,387 | $1.2M |
| Safeguard Financial, LLC | 0.27% | Add +50.2% | 48,014 | $1.1M |
| Asset Dedication, LLC | 0.07% | Reduce -32.9% | 47,258 | $1.1M |
| Journey Advisory Group, LLC | 0.13% | No change | 48,918 | $1.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.38% | Add +7.3% | 47,029 | $1.1M |
| Adirondack Trust Co. | 0.39% | Add +108.8% | 42,731 | $1.0M |
| Mendota Financial Group, LLC | 0.47% | Add +10.3% | 42,256 | $993K |
| Creative Planning | 0.00% | Add +5.8% | 40,220 | $946K |
| Leo Wealth, LLC | 0.08% | Add +20.8% | 39,244 | $923K |
| Roble, Belko & Company, Inc | 0.14% | No change | 38,499 | $905K |
| Masso Torrence Wealth Management Inc. | 0.48% | Add +1.1% | 37,853 | $890K |
| Montecito Bank & Trust | 0.14% | Add +90.9% | 34,821 | $819K |
| Crew Capital Management, Ltd | 0.65% | Reduce -0.0% | 34,525 | $812K |
| Truist Financial Corp. | 0.00% | New | 34,470 | $810K |
| Kesler, Norman & Wride, LLC | 0.16% | Add +4.1% | 34,028 | $800K |
| Beacon Financial Group | 0.09% | Reduce -15.5% | 33,900 | $797K |
| Integrated Wealth Concepts LLC | 0.01% | Add +28.9% | 31,710 | $746K |
| Bank of New York Mellon Corp | 0.00% | Add +91.8% | 30,874 | $726K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -0.3% | 30,866 | $726K |
| Penobscot Investment Management Company, Inc. | 0.06% | Add +42.3% | 29,450 | $692K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +60.8% | 28,907 | $680K |
| Meridian Wealth Management, LLC | 0.03% | New | 28,617 | $673K |
| James Investment Research, Inc. | 0.07% | No change | 27,340 | $643K |
| Oppenheimer & Co. Inc. | 0.01% | New | 26,672 | $627K |
| Marble Harbor Investment Counsel, LLC | 0.07% | New | 26,600 | $625K |
| Comerica Bank | 0.00% | Add +3.3% | 26,275 | $618K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $611K |
| MML Investors Services, LLC | 0.00% | Add +8.1% | 25,967 | $610K |
| Reliant Wealth Planning | 0.25% | New | 24,719 | $581K |
| Spectrum Wealth Counsel, LLC | 0.07% | No change | 24,512 | $576K |
| Foundry Financial Group, Inc. | 0.36% | Add +11.6% | 24,298 | $571K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +8.6% | 23,783 | $559K |
| Fortis Capital Management LLC | 0.10% | New | 21,531 | $506K |
| McGlone Suttner Wealth Management, Inc. | 0.10% | Add +24.8% | 20,470 | $481K |
| BCS Wealth Management | 0.20% | No change | 20,258 | $476K |
| Granite Harbor Advisors, Inc. | 0.27% | Add +5.1% | 19,434 | $457K |
| Gratus Wealth Advisors, LLC | 0.07% | Add +7.7% | 19,303 | $447K |
| REDW Wealth LLC | 0.11% | Add +2.0% | 18,504 | $435K |
| Leavell Investment Management, Inc. | 0.02% | New | 18,185 | $428K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 17,629 | $414K |
| Stokes Family Office, LLC | 0.05% | No change | 17,610 | $414K |
| Autumn Glory Partners, LLC | 0.16% | No change | 17,234 | $405K |
| Ritholtz Wealth Management | 0.01% | No change | 17,225 | $405K |
| Strid Group, LLC | 0.06% | Add +77.0% | 17,135 | $403K |
| Allworth Financial LP | 0.00% | No change | 16,918 | $398K |
| Summit Wealth Partners, LLC | 0.07% | No change | 16,164 | $380K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +1.2% | 15,163 | $356K |
| Bank of Montreal | 0.00% | Add +19.6% | 15,123 | $356K |
| Ancora Advisors LLC | 0.01% | New | 14,834 | $349K |
| Gradient Capital Advisors, LLC | 0.11% | Add +13.9% | 14,709 | $346K |
| Lee Financial Co | 0.05% | No change | 14,550 | $342K |
| 4J Wealth Management LLC | 0.26% | Add +10.3% | 14,539 | $342K |
| Straight Path Wealth Management | 0.14% | Add +4.5% | 14,275 | $336K |
| Bank of New Hampshire | 0.08% | Reduce -14.5% | 14,200 | $334K |
| Jacobi Capital Management LLC | 0.03% | New | 14,180 | $333K |
| Robinson Smith Wealth Advisors LLC | 0.28% | Add +3.7% | 14,109 | $332K |
| Foundation Wealth Management, LLC | 0.24% | Add +15.9% | 13,364 | $314K |
| Private Portfolio Partners LLC | 0.06% | New | 13,200 | $310K |
| Kintra Wealth, LLC | 0.21% | Add +18.3% | 13,072 | $307K |
| EP Wealth Advisors, LLC | 0.00% | No change | 12,880 | $303K |
| HM Payson & Co. | 0.01% | New | 12,650 | $297K |
| Redwood Financial Network Corp | 0.23% | Add +22.0% | 12,487 | $294K |
| Provenance Wealth Advisors, LLC | 0.04% | Add +686.7% | 12,225 | $287K |
| Belpointe Asset Management LLC | 0.02% | New | 12,177 | $286K |
| Schmidt P J Investment Management Inc. | 0.05% | Add +17.3% | 11,805 | $278K |
| Naples Global Advisors, LLC | 0.03% | New | 11,450 | $269K |
| Addison Advisors LLC | 0.07% | Add +4.1% | 11,360 | $267K |
| Principal Securities, Inc. | 0.01% | Add +0.9% | 11,317 | $266K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -11.0% | 11,247 | $264K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,110 | $261K |
| Regions Financial Corp. | 0.00% | New | 10,414 | $245K |
| Talisman Wealth Advisors LLC | 0.25% | New | 10,249 | $241K |
| Element Wealth, LLC | 0.12% | Add +354.3% | 9,926 | $233K |
| Yoder Wealth Management, Inc. | 0.14% | New | 9,765 | $230K |
| Raymond James Trust N.A. | 0.00% | New | 9,611 | $226K |
| Clearstead Advisors, LLC | 0.00% | New | 9,602 | $226K |
| Jones Financial Companies LLLP | 0.00% | Add +435.5% | 9,537 | $225K |
| Phillips Financial Management, LLC | 0.02% | No change | 9,251 | $217K |
| Harbor Advisory Corp. | 0.07% | Reduce -50.4% | 8,850 | $208K |
| First Interstate Bank | 0.01% | New | 8,671 | $204K |
| Arcadia Investment Advisors LLC | 0.11% | Add +98.4% | 8,566 | $201K |
| Northstar Group, Inc. | 0.04% | Reduce -19.0% | 8,511 | $200K |
| Bogart Wealth, LLC | 0.01% | Add +15.2% | 6,507 | $153K |
| FinTrust Capital Advisors, LLC | 0.02% | No change | 5,994 | $141K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +247.5% | 5,981 | $141K |
| Banque Cantonale Vaudoise | 0.01% | New | 5,836 | $137K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,456 | $128K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.7% | 4,382 | $103K |
| CVA Family Office, LLC | 0.02% | New | 4,300 | $101K |
| Wells Financial Advisors INC | 0.13% | Reduce -36.0% | 4,000 | $94K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,107 | $73K |
| Creekmur Asset Management LLC | 0.02% | No change | 3,088 | $73K |
| Evergreen Private Wealth LLC | 0.03% | No change | 2,661 | $63K |
| Farther Finance Advisors, LLC | 0.00% | Add +6842.9% | 2,430 | $57K |
| Trust Co | 0.01% | No change | 2,181 | $51K |
| PSI Advisors, LLC | 0.01% | No change | 1,330 | $31K |
| Private Trust Co. NA | 0.00% | Reduce -4.3% | 1,326 | $31K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,239 | $29K |
| Hemington Wealth Management | 0.01% | New | 1,210 | $27K |
| United Community Bank | 0.01% | No change | 1,075 | $25K |
| Barrett & Company, Inc. | 0.01% | No change | 1,000 | $24K |
| Eastern Bank | 0.00% | New | 875 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 815 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 800 | $19K |
| Abound Wealth Management | 0.01% | New | 645 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 600 | $14K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 500 | $12K |
| TD Waterhouse Canada Inc. | 0.00% | New | 486 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | Add +670.0% | 462 | $11K |
| Princeton Global Asset Management LLC | 0.00% | No change | 450 | $11K |
| Costello Asset Management, INC | 0.01% | New | 425 | $10K |
| First PREMIER Bank | 0.00% | No change | 329 | $8K |
| Logan Capital Management Inc. | 0.00% | New | 269 | $6K |
| BlackRock, Inc. | 0.00% | — | 51 | $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.