iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q4 2024 (December 31)257holders +32
34new positions
9sold out
1famous investor
$22.80avg. 13F price*
At the end of Q4 2024, 257 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 32 from Q3 2024. 34 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($127.7M), Aptus Capital Advisors, LLC ($95.8M) and Capital Advisors Inc. ($88.6M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $136.7M |
| Exits | 9 | $4.6M |
All 13F filers, Q3 2024 → Q4 2024: 18,110,810 shares bought and 2,208,741 shares sold, net +15,902,069 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 257 holders
| Bank of America Corp. | 0.01% | Add +53.8% | 5,599,326 | $127.7M |
| Aptus Capital Advisors, LLC | 1.14% | Add +32.3% | 4,201,680 | $95.8M |
| Capital Advisors Inc. | 1.77% | Add +6.4% | 3,885,780 | $88.6M |
| Morgan Stanley | 0.01% | Add +31.2% | 3,614,987 | $82.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -22.0% | 3,578,733 | $81.6M |
| Capital Investment Advisors, LLC | 1.25% | Add +13.6% | 2,700,735 | $61.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +11.5% | 2,310,665 | $52.7M |
| Raymond James Financial Inc. | 0.02% | — | 2,137,195 | $48.7M |
| Mercer Global Advisors Inc. | 0.11% | New | 2,065,502 | $47.1M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 1,645,736 | $37.5M |
| UBS Group AG | 0.01% | Add +37.9% | 1,609,953 | $36.7M |
| Woodmont Investment Counsel LLC | 2.59% | Add +11.1% | 1,536,141 | $35.0M |
| Wells Fargo & Company | 0.01% | Add +29.9% | 1,523,735 | $34.7M |
| Sigma Investment Counselors Inc. | 1.94% | New | 1,450,703 | $33.1M |
| Summitry LLC | 1.61% | New | 1,434,449 | $32.7M |
| HighTower Advisors, LLC | 0.04% | Add +9.9% | 1,395,420 | $31.8M |
| Venture Visionary Partners LLC | 1.32% | Add +9.7% | 1,361,733 | $31.0M |
| Klingman & Associates, LLC | 1.85% | Add +5.8% | 1,281,609 | $29.2M |
| Gratus Wealth Advisors, LLC | 4.61% | Add +6449.1% | 1,264,174 | $28.8M |
| Benjamin Edwards Inc. | 0.41% | Add +21.3% | 1,257,084 | $28.7M |
| Stifel Financial Corp. | 0.03% | Add +2.3% | 1,153,023 | $26.3M |
| LPL Financial LLC | 0.01% | Add +7.9% | 1,118,363 | $25.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.6% | 975,967 | $22.3M |
| RVW Wealth, LLC | 1.73% | Add +1091.5% | 811,880 | $18.5M |
| Wealthcare Advisory Partners LLC | 0.51% | Add +34.0% | 807,921 | $18.4M |
| Advisors Capital Management, LLC | 0.29% | Add +4.5% | 797,381 | $18.2M |
| Kathmere Capital Management, LLC | 1.63% | Reduce -17.8% | 795,473 | $18.1M |
| Sound View Wealth Advisors Group, LLC | 1.32% | Add +6.0% | 716,958 | $16.3M |
| NewEdge Advisors, LLC | 0.10% | Reduce -21.9% | 711,852 | $16.2M |
| Seven Springs Wealth Group, LLC | 6.07% | Add +8.4% | 698,211 | $15.9M |
| US Bancorp \de | 0.02% | Reduce -0.3% | 670,667 | $15.3M |
| Lido Advisors, LLC | 0.10% | Add +79.1% | 662,010 | $15.1M |
| MV Capital Management, Inc. | 1.52% | Add +11.2% | 624,403 | $14.2M |
| Arrow Financial Corp | 1.34% | Add +3.6% | 620,143 | $14.1M |
| Howland Capital Management LLC | 0.60% | Add +30.8% | 603,672 | $13.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -0.1% | 555,710 | $12.7M |
| Envision Financial Planning, LLC | 5.71% | Add +2.5% | 484,635 | $11.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +77.0% | 409,864 | $9.3M |
| Commonwealth Financial Services, LLC | 1.80% | Add +1.6% | 402,589 | $9.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +21.9% | 392,459 | $8.9M |
| MCF Advisors LLC | 0.59% | Add +2.3% | 369,874 | $8.4M |
| Probity Advisors, Inc. | 1.61% | Add +34.1% | 366,835 | $8.4M |
| Captrust Financial Advisors | 0.02% | Add +619.0% | 355,527 | $8.1M |
| Ironwood Financial, llc | 1.70% | Add +3.1% | 355,134 | $8.1M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +23.4% | 337,174 | $7.7M |
| Lyell Wealth Management, LP | 0.67% | Add +7.1% | 327,578 | $7.5M |
| PFG Private Wealth Management, LLC | 4.01% | Add +3.6% | 309,177 | $7.0M |
| Peloton Wealth Strategists | 2.87% | Add +12.3% | 306,400 | $7.0M |
| Windsor Capital Management, LLC | 2.06% | Add +2.8% | 303,895 | $6.9M |
| Hamel Associates, Inc. | 2.22% | Add +34.0% | 302,422 | $6.9M |
| Guidance Point Advisors, LLC | 1.98% | Add +2.0% | 297,938 | $6.8M |
| CENTRAL TRUST Co | 0.15% | Add +73.1% | 276,410 | $6.3M |
| J.W. Cole Advisors, Inc. | 0.25% | Reduce -9.3% | 270,416 | $6.2M |
| Keeler Thomas Management LLC | 2.19% | Reduce -6.0% | 269,214 | $6.1M |
| Confluence Investment Management LLC | 0.08% | Add +3.3% | 254,736 | $5.8M |
| Parallel Advisors, LLC | 0.12% | Add +25.5% | 241,783 | $5.5M |
| Signature Wealth Management Group | 2.19% | Add +0.8% | 239,060 | $5.5M |
| Sandy Spring Bank | 0.22% | Add +3.8% | 238,086 | $5.4M |
| Arcadia Investment Advisors LLC | 2.93% | Add +2658.0% | 236,253 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +21.9% | 234,991 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +2.0% | 232,038 | $5.3M |
| Spreng Capital Management, Inc. | 2.36% | Add +6.2% | 231,740 | $5.3M |
| Houlihan Financial Resource Group, Ltd. | 1.98% | Add +8.3% | 204,046 | $4.7M |
| Praetorian Wealth Management, Inc. | 1.11% | Add +5.9% | 200,486 | $4.6M |
| IFP Advisors, Inc | 0.15% | Add +101.2% | 198,351 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.47% | Add +5.5% | 197,310 | $4.5M |
| First National Trust Co | 0.16% | Add +177.0% | 192,628 | $4.4M |
| Sabal Trust CO | 0.23% | Add +31.6% | 175,694 | $4.0M |
| Wilkins Miller Wealth Management, LLC | 4.18% | — | 175,421 | $4.0M |
| Snowden Capital Advisors LLC | 0.13% | Add +4.2% | 175,305 | $4.0M |
| Cherry Tree Wealth Management, LLC | 0.98% | Add +19.9% | 173,001 | $3.9M |
| Executive Wealth Management, LLC | 0.31% | Add +33.6% | 171,205 | $3.9M |
| 4Thought Financial Group Inc. | 2.37% | Add +5.4% | 167,173 | $3.8M |
| Krilogy Financial LLC | 0.25% | Reduce -4.1% | 165,620 | $3.8M |
| Glenview Trust Co | 0.07% | Add +76.9% | 162,236 | $3.7M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +17.0% | 161,924 | $3.7M |
| LFA - Lugano Financial Advisors SA | 2.35% | Reduce -2.1% | 157,599 | $3.6M |
| Virginia Wealth Management Group, Inc. | 2.18% | New | 154,505 | $3.5M |
| Rebalance, LLC | 0.26% | New | 151,380 | $3.5M |
| Newman Dignan & Sheerar, Inc. | 0.88% | Add +5.0% | 149,849 | $3.4M |
| CGN Advisors LLC | 0.33% | Add +13.1% | 148,504 | $3.4M |
| Sowell Financial Services LLC | 0.17% | New | 145,652 | $3.3M |
| Wrapmanager Inc. | 0.83% | Add +4.3% | 141,695 | $3.2M |
| Matthew Goff Investment Advisor, LLC | 0.60% | Reduce -0.6% | 141,592 | $3.2M |
| Cwm, LLC | 0.01% | Add +5.3% | 139,391 | $3.2M |
| Spinnaker Trust | 0.19% | Add +151.3% | 133,891 | $3.1M |
| Precedent Wealth Partners, LLC | 0.97% | Reduce -9.6% | 131,039 | $3.0M |
| Cowa, LLC | 1.40% | Add +58.6% | 126,291 | $2.9M |
| Global Retirement Partners, LLC | 0.08% | Add +9.0% | 123,685 | $2.8M |
| Stonebrook Private Inc. | 0.72% | Add +52.2% | 121,279 | $2.8M |
| Marathon Mission, Inc. | 1.88% | Add +3.5% | 120,930 | $2.8M |
| Members Wealth LLC | 2.05% | — | 120,613 | $2.7M |
| STAR Financial Bank | 1.95% | Add +2.5% | 118,527 | $2.7M |
| Leo Wealth, LLC | 0.22% | Add +179.5% | 109,703 | $2.5M |
| LifePlan Financial, LLC | 2.21% | New | 109,647 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -66.6% | 109,566 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +12.3% | 103,672 | $2.4M |
| Moneco Advisors, LLC | 0.23% | Add +4.9% | 97,367 | $2.2M |
| Meitav Investment House Ltd. | 0.04% | Reduce -2.5% | 96,263 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +8.5% | 94,106 | $2.1M |
"% 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.