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 |
| Quantum Financial Advisors, LLC | 0.38% | New | 110,223 | $2.5M |
| Mariner, LLC | 0.00% | Add +28.5% | 106,607 | $2.5M |
| Marathon Mission, Inc. | 1.71% | Reduce -12.7% | 105,564 | $2.4M |
| Laurel Wealth Advisors LLC | 0.37% | Add +10.6% | 102,200 | $2.4M |
| Safeguard Financial, LLC | 0.51% | Add +63.3% | 100,255 | $2.3M |
| Moneco Advisors, LLC | 0.24% | Add +1.7% | 99,039 | $2.3M |
| Meitav Investment House Ltd. | 0.04% | Add +0.2% | 96,426 | $2.2M |
| Adirondack Trust Co. | 0.84% | Add +9.8% | 92,903 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +84.5% | 89,549 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +15.4% | 86,482 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +143.8% | 85,670 | $2.0M |
| Chesley Taft & Associates LLC | 0.09% | Add +14.0% | 84,600 | $2.0M |
| Neuberger Berman Group LLC | 0.00% | No change | 83,296 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +23.4% | 81,606 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +8.1% | 81,507 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -15.2% | 79,812 | $1.8M |
| Centricity Wealth Management, LLC | 1.64% | Add +6.2% | 78,140 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.21% | Reduce -3.1% | 77,765 | $1.8M |
| Camelot Portfolios, LLC | 1.10% | Add +97.4% | 76,670 | $1.8M |
| Coldstream Capital Management Inc. | 0.04% | No change | 75,083 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +2.2% | 74,764 | $1.7M |
| Segment Wealth Management, LLC | 0.12% | Add +8.6% | 74,570 | $1.7M |
| Harbor Advisory Corp. | 0.58% | Add +15.0% | 74,320 | $1.7M |
| Cabot Wealth Management Inc. | 0.21% | Add +2.5% | 72,703 | $1.7M |
| Crews Bank & Trust | 0.28% | Add +27.2% | 71,155 | $1.6M |
| Drive Wealth Management, LLC | 0.38% | New | 70,829 | $1.6M |
| Seneca House Advisors | 0.69% | Add +2.0% | 69,712 | $1.6M |
| Citadel Advisors | 0.00% | Reduce -38.1% | 67,786 | $1.6M |
| Cornell Pochily Investment Advisors, Inc. | 0.54% | Add +38.1% | 66,402 | $1.5M |
| Creative Planning | 0.00% | Add +28.1% | 65,793 | $1.5M |
| Kesler, Norman & Wride, LLC | 0.29% | Reduce -0.6% | 64,912 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -37.7% | 64,591 | $1.5M |
| Snider Financial Group | 0.48% | Add +1.9% | 64,185 | $1.5M |
| Estate Counselors, LLC | 0.15% | Add +3.4% | 63,454 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -3.8% | 61,771 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +2.1% | 60,477 | $1.4M |
| Meridian Wealth Management, LLC | 0.06% | Add +19.9% | 57,472 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +85.3% | 56,737 | $1.3M |
| Rossmore Private Capital | 0.16% | New | 55,594 | $1.3M |
| Archford Capital Strategies, LLC | 0.18% | Reduce -1.7% | 54,459 | $1.3M |
| Penobscot Investment Management Company, Inc. | 0.12% | Add +37.4% | 53,020 | $1.2M |
| Cowa, LLC | 0.50% | Reduce -60.0% | 50,468 | $1.2M |
| Little House Capital LLC | 0.32% | Add +2.9% | 49,834 | $1.2M |
| Cary Street Partners Financial LLC | 0.04% | Add +16.6% | 49,591 | $1.1M |
| Journey Advisory Group, LLC | 0.09% | Reduce -3.3% | 47,300 | $1.1M |
| Beacon Financial Group | 0.11% | Add +3.9% | 44,509 | $1.0M |
| Beaumont Asset Management, L.L.C. | 0.62% | New | 44,415 | $1.0M |
| First Fiduciary Investment Counsel, Inc. | 0.21% | Add +5.6% | 42,965 | $994K |
| Roble, Belko & Company, Inc | 0.16% | No change | 42,420 | $981K |
| Comerica Bank | 0.00% | Add +16.0% | 42,000 | $971K |
| Jones Financial Companies LLLP | 0.00% | Add +87.3% | 41,975 | $971K |
| Blue Square Asset Management, LLC | 0.51% | Add +1.2% | 41,323 | $956K |
| Montecito Bank & Trust | 0.17% | Add +0.8% | 40,859 | $945K |
| Integrated Wealth Concepts LLC | 0.01% | Add +34.2% | 40,718 | $942K |
| Belpointe Asset Management LLC | 0.05% | Add +191.3% | 40,658 | $940K |
| Farmers National Bank | 0.26% | Add +4.2% | 40,265 | $931K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.6% | 40,051 | $926K |
| Foundry Financial Group, Inc. | 0.56% | Add +24.4% | 39,086 | $904K |
| Fortis Capital Management LLC | 0.16% | Add +192.4% | 34,604 | $800K |
| Reliant Wealth Planning | 0.36% | No change | 34,192 | $791K |
| Bank of New Hampshire | 0.20% | Add +10.5% | 33,390 | $772K |
| Bank of New York Mellon Corp | 0.00% | Reduce -31.3% | 33,205 | $768K |
| McGlone Suttner Wealth Management, Inc. | 0.12% | Add +25.6% | 32,825 | $759K |
| First Interstate Bank | 0.05% | Reduce -1.7% | 32,753 | $758K |
| Brookstone Capital Management | 0.01% | Add +8.4% | 32,720 | $757K |
| Madden Advisory Services, Inc. | 0.34% | Add +7.2% | 31,766 | $735K |
| TD Waterhouse Canada Inc. | 0.01% | Add +145.7% | 31,434 | $725K |
| Mutual Advisors, LLC | 0.02% | Reduce -44.9% | 31,044 | $718K |
| Regions Financial Corp. | 0.01% | Add +156.1% | 30,722 | $711K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -5.0% | 29,388 | $680K |
| Austin Private Wealth, LLC | 0.06% | Add +116.7% | 28,866 | $668K |
| James Investment Research, Inc. | 0.08% | No change | 27,340 | $632K |
| MML Investors Services, LLC | 0.00% | Add +1.8% | 27,216 | $630K |
| Jacobi Capital Management LLC | 0.05% | Add +17.2% | 27,114 | $627K |
| Leavell Investment Management, Inc. | 0.03% | Add +13.0% | 26,793 | $620K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +134.0% | 26,593 | $615K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 26,229 | $607K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $601K |
| Robinson Smith Wealth Advisors LLC | 0.50% | Add +81.8% | 25,651 | $593K |
| Susquehanna International Group, LLP | 0.00% | New | 25,600 | $592K |
| Strid Group, LLC | 0.09% | Add +41.6% | 24,491 | $566K |
| Stokes Family Office, LLC | 0.06% | Add +38.3% | 24,349 | $563K |
| Autumn Glory Partners, LLC | 0.27% | Add +37.8% | 23,929 | $553K |
| 10Elms LLP | 0.65% | Add +204.5% | 23,750 | $549K |
| Godshalk Welsh Capital Management, Inc. | 0.36% | New | 23,650 | $547K |
| Provenance Wealth Advisors, LLC | 0.08% | Add +57.7% | 22,782 | $527K |
| Dearborn Partners LLC | 0.03% | Add +0.5% | 22,764 | $527K |
| Spectrum Wealth Counsel, LLC | 0.06% | Reduce -8.0% | 22,657 | $524K |
| Masso Torrence Wealth Management Inc. | 0.28% | Reduce -51.6% | 22,650 | $524K |
| 1900 Wealth Management LLC | 0.04% | No change | 21,682 | $502K |
| Jane Street Group, LLC | 0.00% | Reduce -70.3% | 21,256 | $492K |
| Gradient Capital Advisors, LLC | 0.16% | Add +23.5% | 21,086 | $488K |
| Bank of Montreal | 0.00% | Add +12.9% | 20,598 | $476K |
| BCS Wealth Management | 0.12% | No change | 20,258 | $469K |
| Resonant Capital Advisors, LLC | 0.03% | Add +5.8% | 20,077 | $464K |
| Sightline Wealth Advisors, LLC | 0.24% | Add +55.5% | 19,520 | $452K |
| Foundation Wealth Management, LLC | 0.34% | Add +26.5% | 18,833 | $436K |
| Kintra Wealth, LLC | 0.29% | No change | 18,585 | $430K |
| Bradley & Co. Private Wealth Management, LLC | 0.29% | Add +6.4% | 18,385 | $425K |
| Dakota Wealth Management | 0.01% | Add +2.5% | 17,330 | $401K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.0% | 17,283 | $400K |
| DecisionMap Wealth Management, LLC | 0.30% | Add +45.1% | 17,235 | $399K |
| Ritholtz Wealth Management | 0.01% | No change | 17,225 | $398K |
| Redwood Financial Network Corp | 0.29% | Add +7.9% | 16,712 | $387K |
| Ancora Advisors LLC | 0.01% | No change | 16,565 | $383K |
| Naples Global Advisors, LLC | 0.04% | Add +6.5% | 16,245 | $376K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +0.8% | 15,528 | $359K |
| Straight Path Wealth Management | 0.14% | No change | 15,445 | $357K |
| Granite Harbor Advisors, Inc. | 0.19% | Reduce -37.1% | 15,258 | $353K |
| Clearstead Advisors, LLC | 0.01% | Add +58.0% | 15,168 | $351K |
| Mgo One Seven LLC | 0.01% | New | 15,027 | $348K |
| 4J Wealth Management LLC | 0.27% | No change | 15,009 | $347K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | New | 14,706 | $340K |
| Smith, Moore & Co. | 0.03% | New | 14,602 | $338K |
| Lee Financial Co | 0.05% | No change | 14,550 | $337K |
| StoneX Group Inc. | 0.02% | New | 14,282 | $330K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +13.1% | 13,558 | $314K |
| Alterna Wealth Management, Inc. | 0.24% | New | 13,476 | $312K |
| REDW Wealth LLC | 0.12% | No change | 13,420 | $310K |
| HM Payson & Co. | 0.01% | No change | 12,650 | $293K |
| United Community Bank | 0.11% | New | 12,380 | $286K |
| Tableaux LLC | 0.21% | New | 12,378 | $286K |
| Element Wealth, LLC | 0.15% | No change | 12,165 | $281K |
| Addison Advisors LLC | 0.07% | Add +2.3% | 11,160 | $258K |
| Principal Securities, Inc. | 0.01% | No change | 11,319 | $258K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,110 | $257K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 10,860 | $251K |
| Cyr Financial Inc. | 0.22% | New | 10,698 | $247K |
| Compound Planning, Inc. | 0.01% | New | 10,646 | $246K |
| Scotia Capital Inc. | 0.00% | No change | 10,600 | $245K |
| Moors & Cabot, Inc. | 0.01% | New | 10,589 | $245K |
| Heartland Bank & Trust Co | 0.13% | New | 10,575 | $245K |
| Conrad Siegel Investment Advisors, Inc. | 0.06% | New | 10,056 | $233K |
| Advisory Services Network, LLC | 0.00% | New | 9,986 | $231K |
| Yoder Wealth Management, Inc. | 0.13% | No change | 9,765 | $226K |
| Banque Cantonale Vaudoise | 0.01% | — | 9,574 | $221K |
| Phillips Financial Management, LLC | 0.02% | No change | 9,251 | $214K |
| BridgePort Financial Solutions, LLC | 0.10% | No change | 9,198 | $213K |
| MinichMacGregor Wealth Management, LLC | 0.05% | New | 9,080 | $210K |
| Fullcircle Wealth LLC | 0.09% | New | 8,920 | $207K |
| Koesten, Hirschmann & Crabtree, INC. | 0.11% | Add +11.5% | 8,391 | $194K |
| Princeton Global Asset Management LLC | 0.03% | Add +165.8% | 7,335 | $170K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,600 | $153K |
| Bogart Wealth, LLC | 0.01% | Reduce -13.2% | 5,650 | $131K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 5,582 | $129K |
| CVA Family Office, LLC | 0.02% | No change | 4,300 | $99K |
| Larson Financial Group LLC | 0.00% | New | 4,258 | $98K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4,238 | $98K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,332 | $77K |
| Trust Co | 0.01% | Add +50.2% | 3,276 | $76K |
| 2UniFi Bank | 0.05% | Add +73.1% | 3,184 | $74K |
| Barrett & Company, Inc. | 0.03% | No change | 3,000 | $69K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -33.0% | 2,856 | $66K |
| Evergreen Private Wealth LLC | 0.03% | No change | 2,661 | $62K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 2,300 | $53K |
| First United Bank & Trust | 0.02% | No change | 2,080 | $48K |
| AlphaCore Capital LLC | 0.00% | New | 2,040 | $47K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.7% | 1,928 | $44K |
| Signaturefd, LLC | 0.00% | New | 1,736 | $40K |
| Harbor Investment Advisory, LLC | 0.00% | Add +105.0% | 1,640 | $38K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,567 | $36K |
| Hemington Wealth Management | 0.01% | No change | 1,455 | $33K |
| PSI Advisors, LLC | 0.01% | No change | 1,330 | $31K |
| Private Trust Co. NA | 0.00% | Reduce -1.3% | 1,309 | $30K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,239 | $29K |
| Sarver Vrooman Wealth Advisors | 0.02% | — | 1,194 | $28K |
| Eastern Bank | 0.00% | No change | 875 | $20K |
| National Bank of Canada | 0.00% | New | 868 | $20K |
| Fifth Third Bancorp | 0.00% | Reduce -28.4% | 866 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 835 | $19K |
| Kiker Wealth Management, LLC | 0.01% | New | 826 | $19K |
| Blue Trust, Inc. | 0.00% | Add +0.8% | 780 | $18K |
| Rossby Financial, LCC | 0.01% | New | 732 | $17K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -11.7% | 530 | $12K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.6% | 471 | $11K |
| Costello Asset Management, INC | 0.00% | Add +0.7% | 435 | $10K |
| First PREMIER Bank | 0.00% | No change | 329 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 325 | $8K |
| Logan Capital Management Inc. | 0.00% | No change | 269 | $6K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 71 | $2K |
"% 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.