iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q1 2025 (March 31)280holders +23
40new positions
14sold out
1famous investor
$23.13avg. 13F price*
At the end of Q1 2025, 280 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 23 from Q4 2024. 40 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($141.5M), Aptus Capital Advisors, LLC ($109.3M) and Capital Advisors Inc. ($98.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $141.2M |
| Exits | 14 | $19.7M |
All 13F filers, Q4 2024 → Q1 2025: 14,525,043 shares bought and 4,526,252 shares sold, net +9,998,791 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 280 holders
| Bank of America Corp. | 0.01% | Add +9.3% | 6,118,416 | $141.5M |
| Aptus Capital Advisors, LLC | 1.24% | Add +12.5% | 4,726,525 | $109.3M |
| Capital Advisors Inc. | 1.96% | Add +9.5% | 4,254,989 | $98.4M |
| Morgan Stanley | 0.01% | Add +12.9% | 4,081,746 | $94.4M |
| Shufro Rose & Co. LLC | 6.61% | New | 3,590,158 | $83.0M |
| Capital Investment Advisors, LLC | 1.34% | Add +9.4% | 2,954,447 | $68.3M |
| Raymond James Financial Inc. | 0.03% | Add +35.7% | 2,899,744 | $67.1M |
| Mercer Global Advisors Inc. | 0.13% | Add +18.6% | 2,449,807 | $56.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.8% | 2,445,821 | $56.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -36.4% | 2,275,246 | $52.6M |
| UBS Group AG | 0.01% | Add +16.2% | 1,871,474 | $43.3M |
| Royal Bank of Canada | 0.01% | Add +9.1% | 1,795,269 | $41.5M |
| Wells Fargo & Company | 0.01% | Add +14.6% | 1,746,624 | $40.4M |
| Woodmont Investment Counsel LLC | 2.80% | Add +9.2% | 1,678,154 | $38.8M |
| Summitry LLC | 1.77% | Add +5.5% | 1,513,953 | $35.0M |
| HighTower Advisors, LLC | 0.05% | Add +4.1% | 1,452,451 | $33.6M |
| Sigma Investment Counselors Inc. | 2.03% | Reduce -1.0% | 1,436,776 | $33.2M |
| LPL Financial LLC | 0.01% | Add +25.4% | 1,401,940 | $32.4M |
| Venture Visionary Partners LLC | 1.32% | Reduce -0.2% | 1,359,393 | $31.4M |
| Klingman & Associates, LLC | 1.89% | Add +4.0% | 1,332,602 | $30.8M |
| Gratus Wealth Advisors, LLC | 5.01% | Add +4.4% | 1,319,304 | $30.5M |
| NewEdge Advisors, LLC | 0.16% | Add +65.8% | 1,180,527 | $27.3M |
| Lido Advisors, LLC | 0.14% | Add +56.2% | 1,034,209 | $23.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.5% | 1,019,650 | $23.6M |
| Wealthcare Advisory Partners LLC | 0.61% | Add +21.3% | 980,020 | $22.7M |
| Advisors Capital Management, LLC | 0.31% | Add +7.9% | 860,714 | $19.9M |
| Kathmere Capital Management, LLC | 1.65% | Add +5.4% | 838,505 | $19.4M |
| RVW Wealth, LLC | 1.81% | Add +2.3% | 830,776 | $19.2M |
| Sound View Wealth Advisors Group, LLC | 1.55% | Add +14.0% | 817,229 | $18.9M |
| Motley Fool Wealth Management, LLC | 1.11% | New | 813,572 | $18.8M |
| Seven Springs Wealth Group, LLC | 6.53% | Add +10.9% | 774,612 | $17.9M |
| Howland Capital Management LLC | 0.77% | Add +23.8% | 747,461 | $17.3M |
| MV Capital Management, Inc. | 1.73% | Add +11.7% | 697,590 | $16.1M |
| US Bancorp \de | 0.02% | Add +0.7% | 675,095 | $15.6M |
| Arrow Financial Corp | 1.61% | Add +0.4% | 622,702 | $14.4M |
| Rockefeller Capital Management L.P. | 0.03% | Add +4.3% | 579,537 | $13.4M |
| Envision Financial Planning, LLC | 5.85% | Add +2.4% | 496,326 | $11.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +9.4% | 448,430 | $10.4M |
| Janney Montgomery Scott LLC | 0.03% | Add +11.9% | 439,247 | $10.2M |
| Captrust Financial Advisors | 0.02% | Add +13.3% | 402,933 | $9.3M |
| Commonwealth Financial Services, LLC | 1.91% | Reduce -0.1% | 402,169 | $9.3M |
| Benjamin Edwards Inc. | 0.13% | Reduce -68.4% | 396,864 | $9.2M |
| Probity Advisors, Inc. | 1.74% | Add +6.9% | 392,309 | $9.1M |
| Ironwood Financial, llc | 1.87% | Add +6.3% | 377,436 | $8.7M |
| MCF Advisors LLC | 0.63% | Add +1.9% | 376,887 | $8.7M |
| Robertson Stephens Wealth Management, LLC | 0.31% | Add +6.6% | 359,346 | $8.3M |
| Lyell Wealth Management, LP | 0.75% | Add +5.8% | 346,703 | $8.0M |
| Peloton Wealth Strategists | 3.35% | Add +10.6% | 339,000 | $7.8M |
| Windsor Capital Management, LLC | 2.24% | Add +3.6% | 314,935 | $7.3M |
| PFG Private Wealth Management, LLC | 3.92% | Add +1.4% | 313,535 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +30.1% | 305,658 | $7.1M |
| Guidance Point Advisors, LLC | 2.06% | Add +0.9% | 300,780 | $7.0M |
| CENTRAL TRUST Co | 0.17% | Add +7.7% | 297,561 | $6.9M |
| First National Trust Co | 0.28% | Add +53.8% | 296,167 | $6.9M |
| Arcadia Investment Advisors LLC | 3.42% | Add +11.8% | 264,206 | $6.1M |
| Sandy Spring Bank | 0.24% | Add +4.6% | 249,015 | $5.8M |
| Spreng Capital Management, Inc. | 2.63% | Add +5.3% | 244,048 | $5.6M |
| Signature Wealth Management Group | 2.20% | Add +2.0% | 243,874 | $5.6M |
| InvesTrust | 1.51% | Add +502.6% | 238,988 | $5.5M |
| Parallel Advisors, LLC | 0.12% | Reduce -3.7% | 232,847 | $5.4M |
| Meiji Yasuda Life Insurance Co | 0.11% | New | 231,000 | $5.3M |
| IFP Advisors, Inc | 0.16% | Add +16.1% | 230,332 | $5.3M |
| Praetorian Wealth Management, Inc. | 1.28% | Add +13.1% | 226,663 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +4378.9% | 223,767 | $5.2M |
| Stifel Financial Corp. | 0.01% | Reduce -81.0% | 219,393 | $5.1M |
| Hamel Associates, Inc. | 1.66% | Reduce -30.1% | 211,535 | $4.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.67% | Add +6.0% | 209,140 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -10.6% | 207,400 | $4.8M |
| Keeler Thomas Management LLC | 2.31% | Reduce -24.1% | 204,275 | $4.7M |
| Houlihan Financial Resource Group, Ltd. | 2.10% | Reduce -1.0% | 201,948 | $4.7M |
| Sabal Trust CO | 0.25% | Add +12.8% | 198,111 | $4.6M |
| Spinnaker Trust | 0.30% | Add +48.0% | 198,097 | $4.6M |
| Glenview Trust Co | 0.09% | Add +20.7% | 195,836 | $4.5M |
| Cwm, LLC | 0.02% | Add +39.8% | 194,841 | $4.5M |
| Cherry Tree Wealth Management, LLC | 1.08% | Add +12.1% | 193,933 | $4.5M |
| 4Thought Financial Group Inc. | 2.74% | Add +14.8% | 191,908 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +13.8% | 184,221 | $4.3M |
| Rebalance, LLC | 0.31% | Add +20.8% | 182,883 | $4.2M |
| Krilogy Financial LLC | 0.27% | Add +8.9% | 180,429 | $4.2M |
| Wilkins Miller Wealth Management, LLC | 3.13% | Add +2.5% | 179,764 | $4.2M |
| Snowden Capital Advisors LLC | 0.13% | Add +0.1% | 175,505 | $4.1M |
| Virginia Wealth Management Group, Inc. | 2.50% | Add +13.1% | 174,705 | $4.0M |
| First National Bank & Trust Co. of Newtown | 0.78% | New | 159,990 | $3.7M |
| CGN Advisors LLC | 0.35% | Add +3.3% | 153,387 | $3.5M |
| Sowell Financial Services LLC | 0.16% | Add +4.5% | 152,255 | $3.5M |
| Wrapmanager Inc. | 0.89% | Add +2.8% | 145,651 | $3.4M |
| Old Mission Capital LLC | 0.06% | New | 144,790 | $3.3M |
| LFA - Lugano Financial Advisors SA | 2.26% | Reduce -8.7% | 143,973 | $3.3M |
| LBMC Investment Advisors, LLC | 0.26% | New | 142,530 | $3.3M |
| Matthew Goff Investment Advisor, LLC | 0.59% | Reduce -2.5% | 138,004 | $3.2M |
| Littlejohn Financial Services, Inc. | 2.40% | New | 131,205 | $3.0M |
| Eight 31 Financial, LLC | 1.90% | New | 127,978 | $3.0M |
| Stonebrook Private Inc. | 0.76% | Add +4.5% | 126,675 | $2.9M |
| Leo Wealth, LLC | 0.42% | Add +15.3% | 126,520 | $2.9M |
| Members Wealth LLC | 2.18% | Add +3.4% | 124,671 | $2.9M |
| STAR Financial Bank | 2.01% | Add +0.1% | 118,622 | $2.7M |
| Cetera Investment Advisers | 0.01% | New | 118,381 | $2.7M |
| Precedent Wealth Partners, LLC | 0.76% | Reduce -9.9% | 118,036 | $2.7M |
| Fulton Breakefield Broenniman LLC | 0.19% | Add +24.9% | 112,054 | $2.6M |
| Atria Investments, Inc | 0.03% | New | 110,939 | $2.6M |
"% 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.