iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q2 2025 (June 30)307holders +27
38new positions
7sold out
1famous investor
$23.36avg. 13F price*
At the end of Q2 2025, 307 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 27 from Q1 2025. 38 opened new positions and 7 sold out. The largest holders were Bank of America Corp. ($148.4M), Aptus Capital Advisors, LLC ($117.4M) and Morgan Stanley ($105.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $41.7M |
| Exits | 7 | $6.1M |
All 13F filers, Q1 2025 → Q2 2025: 7,331,916 shares bought and 2,339,391 shares sold, net +4,992,525 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| Bank of America Corp. | 0.01% | Add +3.9% | 6,358,879 | $148.4M |
| Aptus Capital Advisors, LLC | 1.16% | Add +6.4% | 5,030,084 | $117.4M |
| Morgan Stanley | 0.01% | Add +10.5% | 4,510,759 | $105.2M |
| Capital Advisors Inc. | 1.87% | Add +4.9% | 4,464,603 | $104.2M |
| Shufro Rose & Co. LLC | 6.64% | Reduce -1.4% | 3,540,014 | $81.9M |
| Capital Investment Advisors, LLC | 1.39% | Add +9.6% | 3,239,078 | $78.8M |
| Mercer Global Advisors Inc. | 0.15% | Add +14.3% | 2,799,668 | $65.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +8.2% | 2,645,374 | $61.7M |
| Raymond James Financial Inc. | 0.02% | Reduce -11.3% | 2,573,093 | $60.0M |
| UBS Group AG | 0.01% | Add +5.0% | 1,965,833 | $45.9M |
| Royal Bank of Canada | 0.01% | Add +3.3% | 1,855,106 | $43.3M |
| Wells Fargo & Company | 0.01% | Add +6.0% | 1,851,059 | $43.2M |
| Woodmont Investment Counsel LLC | 2.74% | Add +6.0% | 1,778,176 | $41.5M |
| Summitry LLC | 1.84% | Add +14.8% | 1,737,633 | $40.5M |
| LPL Financial LLC | 0.01% | Add +13.6% | 1,592,891 | $37.2M |
| Venture Visionary Partners LLC | 1.34% | Add +12.1% | 1,523,416 | $35.5M |
| HighTower Advisors, LLC | 0.04% | Add +3.0% | 1,496,784 | $34.9M |
| Sigma Investment Counselors Inc. | 1.85% | Add +0.4% | 1,442,239 | $33.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -38.2% | 1,405,875 | $32.8M |
| Klingman & Associates, LLC | 1.73% | Add +1.1% | 1,346,557 | $31.4M |
| Gratus Wealth Advisors, LLC | 4.75% | Add +1.9% | 1,344,114 | $31.4M |
| Lido Advisors, LLC | 0.14% | Add +12.4% | 1,162,411 | $27.1M |
| NewEdge Advisors, LLC | 0.14% | Reduce -4.0% | 1,133,743 | $26.4M |
| Wealthcare Advisory Partners LLC | 0.57% | Add +8.4% | 1,062,464 | $24.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -0.0% | 1,019,490 | $23.8M |
| Sound View Wealth Advisors Group, LLC | 1.63% | Add +15.6% | 944,550 | $22.0M |
| Advisors Capital Management, LLC | 0.30% | Add +8.6% | 934,505 | $21.8M |
| Kathmere Capital Management, LLC | 1.64% | Add +8.8% | 912,316 | $21.3M |
| RVW Wealth, LLC | 1.79% | Add +8.5% | 901,671 | $21.0M |
| Seven Springs Wealth Group, LLC | 5.02% | Add +10.4% | 855,583 | $20.0M |
| Howland Capital Management LLC | 0.75% | Add +6.3% | 794,261 | $18.5M |
| Motley Fool Wealth Management, LLC | 1.04% | Reduce -9.6% | 735,362 | $17.2M |
| MV Capital Management, Inc. | 1.70% | Add +1.4% | 707,197 | $16.5M |
| US Bancorp \de | 0.02% | Reduce -0.4% | 672,200 | $15.7M |
| Arrow Financial Corp | 1.52% | Reduce -0.9% | 616,847 | $14.4M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.4% | 565,495 | $13.2M |
| Kestra Advisory Services, LLC | 0.06% | Add +19.7% | 536,670 | $12.5M |
| Envision Financial Planning, LLC | 5.59% | Add +3.2% | 512,009 | $11.9M |
| Janney Montgomery Scott LLC | 0.03% | Add +3.1% | 452,932 | $10.6M |
| Meiji Yasuda Life Insurance Co | 0.31% | Add +93.1% | 446,000 | $10.4M |
| Robertson Stephens Wealth Management, LLC | 0.35% | Add +21.2% | 435,673 | $10.2M |
| Windsor Capital Management, LLC | 2.84% | Add +32.5% | 417,279 | $9.7M |
| Benjamin Edwards Inc. | 0.12% | Add +3.0% | 408,578 | $9.5M |
| Probity Advisors, Inc. | 1.67% | Add +3.8% | 407,135 | $9.5M |
| Commonwealth Financial Services, LLC | 1.82% | Add +0.8% | 405,524 | $9.5M |
| Captrust Financial Advisors | 0.02% | Add +0.1% | 403,174 | $9.4M |
| First International Bank of Israel Ltd. | 5.43% | — | 395,000 | $9.2M |
| MCF Advisors LLC | 0.59% | Add +1.7% | 383,137 | $8.9M |
| Ironwood Financial, llc | 1.87% | No change | 377,436 | $8.7M |
| Lyell Wealth Management, LP | 0.67% | Add +5.5% | 365,736 | $8.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.8% | 347,748 | $8.1M |
| Peloton Wealth Strategists | 3.27% | Add +0.7% | 341,400 | $8.0M |
| PFG Private Wealth Management, LLC | 3.81% | Add +1.2% | 317,423 | $7.4M |
| CENTRAL TRUST Co | 0.16% | Add +2.8% | 305,786 | $7.1M |
| First National Trust Co | 0.27% | Add +2.7% | 304,187 | $7.1M |
| Guidance Point Advisors, LLC | 1.87% | Add +0.1% | 301,086 | $7.0M |
| Glenview Trust Co | 0.11% | Add +41.5% | 277,086 | $6.5M |
| Arcadia Investment Advisors LLC | 3.21% | Add +0.5% | 265,503 | $6.2M |
| Spreng Capital Management, Inc. | 2.55% | Add +5.3% | 256,889 | $6.0M |
| Parallel Advisors, LLC | 0.12% | Add +9.7% | 255,337 | $6.0M |
| Stifel Financial Corp. | 0.01% | Add +15.8% | 254,106 | $5.9M |
| Atlantic Union Bankshares Corp | 0.14% | New | 254,056 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.13% | New | 252,442 | $5.9M |
| Signature Wealth Management Group | 2.27% | Add +1.1% | 246,678 | $5.8M |
| InvesTrust | 2.19% | Add +1.8% | 243,373 | $5.7M |
| Praetorian Wealth Management, Inc. | 1.27% | Add +4.5% | 236,828 | $5.5M |
| IFP Advisors, Inc | 0.15% | Reduce -0.0% | 230,233 | $5.4M |
| Spinnaker Trust | 0.29% | Add +5.8% | 209,684 | $4.9M |
| Hancock Whitney Corp. | 0.09% | New | 206,974 | $4.8M |
| Droms Strauss Advisors Inc. /Mo/ | 1.47% | Reduce -1.5% | 205,951 | $4.8M |
| Hamel Associates, Inc. | 1.62% | Reduce -2.9% | 205,435 | $4.8M |
| Houlihan Financial Resource Group, Ltd. | 1.96% | Add +0.5% | 202,900 | $4.7M |
| Cwm, LLC | 0.02% | Add +3.4% | 201,489 | $4.7M |
| LBMC Investment Advisors, LLC | 0.32% | Add +35.2% | 192,654 | $4.5M |
| Krilogy Financial LLC | 0.26% | Add +5.9% | 191,150 | $4.5M |
| Cherry Tree Wealth Management, LLC | 1.03% | Reduce -1.7% | 190,671 | $4.4M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +2.6% | 188,990 | $4.4M |
| Keeler Thomas Management LLC | 1.86% | Reduce -9.2% | 185,406 | $4.3M |
| Rebalance, LLC | 0.29% | Add +1.0% | 184,648 | $4.3M |
| Virginia Wealth Management Group, Inc. | 2.54% | Add +2.6% | 179,185 | $4.2M |
| Wilkins Miller Wealth Management, LLC | 2.80% | Reduce -1.9% | 176,304 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -15.3% | 175,563 | $4.1M |
| Snowden Capital Advisors LLC | 0.12% | Reduce -0.1% | 175,370 | $4.1M |
| 4Thought Financial Group Inc. | 2.15% | Reduce -9.6% | 173,554 | $4.0M |
| Frisch Financial Group, Inc. | 0.97% | New | 170,106 | $4.0M |
| Newman Dignan & Sheerar, Inc. | 0.88% | New | 164,675 | $3.8M |
| First National Bank & Trust Co. of Newtown | 0.75% | No change | 159,990 | $3.7M |
| Sowell Financial Services LLC | 0.15% | Add +4.4% | 158,931 | $3.7M |
| Leo Wealth, LLC | 0.29% | Add +24.2% | 157,165 | $3.7M |
| LFA - Lugano Financial Advisors SA | 2.14% | Add +8.6% | 156,301 | $3.6M |
| Wrapmanager Inc. | 0.84% | Add +2.0% | 148,501 | $3.5M |
| Cetera Investment Advisers | 0.01% | Add +18.6% | 140,458 | $3.3M |
| Littlejohn Financial Services, Inc. | 2.43% | Add +2.6% | 134,675 | $3.1M |
| Eight 31 Financial, LLC | 2.06% | Add +4.2% | 133,393 | $3.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +47.7% | 132,274 | $3.1M |
| Precedent Wealth Partners, LLC | 0.75% | Add +11.4% | 131,551 | $3.1M |
| Matthew Goff Investment Advisor, LLC | 0.56% | Reduce -5.1% | 130,924 | $3.1M |
| Stonebrook Private Inc. | 0.70% | Add +1.9% | 129,074 | $3.0M |
| Global Retirement Partners, LLC | 0.07% | — | 128,438 | $3.0M |
| STAR Financial Bank | 1.89% | Add +7.8% | 127,833 | $3.0M |
"% 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.