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 |
| Quantum Financial Advisors, LLC | 0.38% | Add +9.8% | 121,063 | $2.8M |
| Fulton Breakefield Broenniman LLC | 0.18% | Add +3.0% | 115,469 | $2.7M |
| Syntegra Private Wealth Group, LLC | 0.27% | New | 115,145 | $2.7M |
| LifePlan Financial, LLC | 2.16% | New | 111,739 | $2.6M |
| Mariner, LLC | 0.00% | Add +3.9% | 110,726 | $2.6M |
| Marathon Mission, Inc. | 1.60% | Add +2.5% | 108,216 | $2.5M |
| Laurel Wealth Advisors LLC | 0.37% | Add +4.2% | 106,500 | $2.5M |
| Merit Financial Group, LLC | 0.03% | New | 102,421 | $2.4M |
| Meitav Investment House Ltd. | 0.03% | Add +5.0% | 101,238 | $2.4M |
| Moneco Advisors, LLC | 0.22% | Add +0.3% | 99,370 | $2.3M |
| Adirondack Trust Co. | 0.84% | Add +6.7% | 99,104 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Add +19.1% | 97,179 | $2.3M |
| Beese Fulmer Investment Management, Inc. | 0.17% | New | 96,944 | $2.3M |
| Crews Bank & Trust | 0.35% | Add +33.6% | 95,070 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Add +8.2% | 93,548 | $2.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.71% | Add +40.5% | 93,308 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +8.0% | 92,494 | $2.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +10.4% | 89,988 | $2.1M |
| Rossmore Private Capital | 0.24% | Add +58.6% | 88,166 | $2.1M |
| Chesley Taft & Associates LLC | 0.09% | Add +3.9% | 87,900 | $2.1M |
| Centricity Wealth Management, LLC | 1.58% | Add +8.6% | 84,837 | $2.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.09% | Add +465.0% | 83,094 | $1.9M |
| Penobscot Investment Management Company, Inc. | 0.16% | Add +53.6% | 81,420 | $1.9M |
| Associated Banc-Corp | 0.05% | Add +7.0% | 79,975 | $1.9M |
| Allworth Financial LP | 0.01% | Add +27.7% | 78,874 | $1.8M |
| Harbor Advisory Corp. | 0.59% | Add +6.0% | 78,820 | $1.8M |
| BlackRock, Inc. | 0.00% | Add +37.3% | 77,899 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.15% | Reduce -3.6% | 75,000 | $1.7M |
| Cabot Wealth Management Inc. | 0.21% | Add +2.7% | 74,640 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.7% | 74,454 | $1.7M |
| Segment Wealth Management, LLC | 0.11% | Reduce -0.7% | 74,050 | $1.7M |
| Camelot Portfolios, LLC | 1.01% | Reduce -6.1% | 71,980 | $1.7M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -5.2% | 71,200 | $1.7M |
| Drive Wealth Management, LLC | 0.35% | Reduce -2.0% | 69,402 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +7.3% | 69,296 | $1.6M |
| Strid Group, LLC | 0.21% | Add +166.6% | 65,298 | $1.5M |
| Meridian Wealth Management, LLC | 0.07% | Add +13.4% | 65,179 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +7.3% | 64,885 | $1.5M |
| Kesler, Norman & Wride, LLC | 0.27% | Reduce -0.5% | 64,576 | $1.5M |
| Snider Financial Group | 0.43% | Add +0.3% | 64,369 | $1.5M |
| CGN Advisors LLC | 0.13% | Reduce -60.9% | 59,971 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +94.3% | 59,685 | $1.4M |
| Seneca House Advisors | 0.59% | Reduce -14.5% | 59,601 | $1.4M |
| Belpointe Asset Management LLC | 0.06% | Add +44.7% | 58,836 | $1.4M |
| Creative Planning | 0.00% | Reduce -11.0% | 58,570 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +37.0% | 57,491 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.3% | 52,994 | $1.2M |
| Beacon Financial Group | 0.13% | Add +17.9% | 52,475 | $1.2M |
| Cary Street Partners Financial LLC | 0.03% | Add +5.5% | 52,324 | $1.2M |
| Archford Capital Strategies, LLC | 0.15% | Reduce -4.8% | 51,829 | $1.2M |
| First Fiduciary Investment Counsel, Inc. | 0.24% | Add +18.9% | 51,095 | $1.2M |
| Cyr Financial Inc. | 0.89% | Add +364.0% | 49,639 | $1.2M |
| Little House Capital LLC | 0.29% | Reduce -0.5% | 49,607 | $1.2M |
| Beaumont Asset Management, L.L.C. | 0.61% | Add +9.6% | 48,674 | $1.1M |
| Cowa, LLC | 0.43% | Reduce -4.5% | 48,221 | $1.1M |
| Journey Advisory Group, LLC | 0.09% | No change | 47,300 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.66% | Add +94.1% | 45,900 | $1.1M |
| Granite Harbor Advisors, Inc. | 0.48% | Add +186.4% | 43,699 | $1.0M |
| Roble, Belko & Company, Inc | 0.14% | No change | 42,420 | $990K |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | New | 41,824 | $976K |
| Blue Square Asset Management, LLC | 0.45% | Add +0.4% | 41,503 | $968K |
| Oppenheimer & Co. Inc. | 0.01% | Add +2.8% | 41,178 | $961K |
| Farmers National Bank | 0.25% | Add +0.8% | 40,586 | $947K |
| Bank of New Hampshire | 0.23% | Add +19.3% | 39,840 | $929K |
| McGlone Suttner Wealth Management, Inc. | 0.14% | Add +20.1% | 39,426 | $920K |
| Reliant Wealth Planning | 0.35% | Add +12.8% | 38,575 | $900K |
| Leavell Investment Management, Inc. | 0.04% | Add +43.1% | 38,335 | $894K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -5.9% | 38,304 | $894K |
| TD Waterhouse Canada Inc. | 0.01% | Add +18.3% | 37,181 | $863K |
| Gilbert Capital Group, Inc. | 0.71% | — | 36,823 | $859K |
| Madden Advisory Services, Inc. | 0.36% | Add +14.2% | 36,265 | $846K |
| Resonant Capital Advisors, LLC | 0.05% | Add +78.9% | 35,912 | $838K |
| Alterna Wealth Management, Inc. | 0.64% | Add +156.0% | 34,502 | $805K |
| Foundry Financial Group, Inc. | 0.46% | Reduce -12.0% | 34,412 | $803K |
| GAMMA Investing LLC | 0.05% | New | 33,844 | $790K |
| Brookstone Capital Management | 0.01% | Add +1.1% | 33,081 | $772K |
| First Interstate Bank | 0.04% | No change | 32,753 | $764K |
| Sightline Wealth Advisors, LLC | 0.36% | Add +63.6% | 31,939 | $745K |
| Atria Investments, Inc | 0.01% | Reduce -73.2% | 29,706 | $693K |
| Neuberger Berman Group LLC | 0.00% | Reduce -64.8% | 29,291 | $683K |
| Valley Wealth Managers, Inc. | 0.05% | Reduce -0.8% | 29,167 | $680K |
| Comerica Bank | 0.00% | Reduce -31.0% | 28,969 | $676K |
| Jacobi Capital Management LLC | 0.04% | Add +4.8% | 28,417 | $663K |
| FourThought Financial Partners, LLC | 0.07% | New | 28,248 | $659K |
| Austin Private Wealth, LLC | 0.05% | Reduce -2.2% | 28,240 | $659K |
| 10Elms LLP | 0.73% | Add +18.1% | 28,050 | $654K |
| James Investment Research, Inc. | 0.08% | No change | 27,340 | $638K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 26,229 | $612K |
| Alliance Wealth Advisors, LLC | 0.15% | New | 26,143 | $610K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $607K |
| Robinson Smith Wealth Advisors LLC | 0.48% | Add +0.2% | 25,697 | $600K |
| EP Wealth Advisors, LLC | 0.00% | Add +47.1% | 25,421 | $593K |
| Fortis Capital Management LLC | 0.09% | Reduce -27.0% | 25,272 | $590K |
| Mutual Advisors, LLC | 0.01% | Reduce -19.6% | 24,952 | $581K |
| Stokes Family Office, LLC | 0.06% | No change | 24,349 | $568K |
| Dearborn Partners LLC | 0.03% | Add +6.8% | 24,304 | $567K |
| Autumn Glory Partners, LLC | 0.26% | No change | 23,929 | $558K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 23,643 | $552K |
| DecisionMap Wealth Management, LLC | 0.38% | Add +37.0% | 23,611 | $551K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -15.0% | 22,596 | $527K |
| Smith, Moore & Co. | 0.04% | Add +54.6% | 22,571 | $527K |
| Masso Torrence Wealth Management Inc. | 0.24% | Reduce -0.7% | 22,485 | $525K |
| 1900 Wealth Management LLC | 0.04% | No change | 21,682 | $506K |
| Provenance Wealth Advisors, LLC | 0.07% | Reduce -5.6% | 21,503 | $502K |
| Gradient Capital Advisors, LLC | 0.15% | No change | 21,086 | $492K |
| Bank of Montreal | 0.00% | Add +0.6% | 20,719 | $483K |
| Clearstead Advisors, LLC | 0.01% | Add +32.5% | 20,090 | $469K |
| Fifth Third Bancorp | 0.00% | Add +2194.0% | 19,866 | $463K |
| Foundation Wealth Management, LLC | 0.32% | Add +3.6% | 19,504 | $455K |
| Redwood Financial Network Corp | 0.30% | Add +12.6% | 18,819 | $439K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 18,737 | $437K |
| Harbor Investment Advisory, LLC | 0.04% | Add +1029.6% | 18,525 | $432K |
| Bradley & Co. Private Wealth Management, LLC | 0.26% | No change | 18,385 | $429K |
| Citadel Advisors | 0.00% | Reduce -73.6% | 17,923 | $418K |
| Kintra Wealth, LLC | 0.24% | Reduce -7.2% | 17,245 | $402K |
| Tableaux LLC | 0.23% | Add +36.3% | 16,867 | $394K |
| Ancora Advisors LLC | 0.01% | Add +1.3% | 16,781 | $392K |
| Mgo One Seven LLC | 0.01% | Add +9.6% | 16,476 | $384K |
| Dakota Wealth Management | 0.01% | Reduce -5.8% | 16,330 | $381K |
| Ritholtz Wealth Management | 0.01% | Reduce -5.2% | 16,325 | $381K |
| MML Investors Services, LLC | 0.00% | Reduce -40.7% | 16,140 | $377K |
| Heartland Bank & Trust Co | 0.18% | Add +52.2% | 16,091 | $375K |
| Naples Global Advisors, LLC | 0.03% | Reduce -1.4% | 16,020 | $374K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 15,980 | $373K |
| Simon Quick Advisors, LLC | 0.02% | New | 15,604 | $364K |
| Straight Path Wealth Management | 0.12% | No change | 15,445 | $360K |
| RFP Financial Group LLC | 0.15% | New | 15,152 | $354K |
| StoneX Group Inc. | 0.02% | Add +5.4% | 15,057 | $351K |
| 4J Wealth Management LLC | 0.24% | No change | 15,009 | $350K |
| Lee Financial Co | 0.05% | No change | 14,550 | $339K |
| Compound Planning, Inc. | 0.01% | Add +30.7% | 13,912 | $325K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -12.1% | 13,653 | $319K |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.8% | 13,616 | $318K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 13,558 | $316K |
| REDW Wealth LLC | 0.12% | No change | 13,420 | $313K |
| United Community Bank | 0.11% | Add +6.6% | 13,200 | $308K |
| Sonata Capital Group Inc. | 0.12% | New | 12,600 | $294K |
| Advisory Services Network, LLC | 0.00% | Add +24.4% | 12,423 | $289K |
| Koshinski Asset Management, Inc. | 0.02% | New | 12,337 | $288K |
| Element Wealth, LLC | 0.13% | No change | 12,165 | $284K |
| Moors & Cabot, Inc. | 0.01% | Add +12.6% | 11,922 | $278K |
| HM Payson & Co. | 0.00% | Reduce -6.6% | 11,819 | $276K |
| Principal Securities, Inc. | 0.01% | Add +4.2% | 11,797 | $275K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +291.9% | 11,193 | $261K |
| Addison Advisors LLC | 0.06% | Reduce -0.1% | 11,145 | $260K |
| Princeton Global Asset Management LLC | 0.05% | Add +51.8% | 11,131 | $260K |
| Highland Financial Advisors, LLC | 0.08% | No change | 11,110 | $259K |
| Nwam LLC | 0.01% | New | 11,103 | $258K |
| Mosaic Family Wealth Partners, LLC | 0.03% | New | 10,523 | $246K |
| Sarver Vrooman Wealth Advisors | 0.16% | Add +776.9% | 10,470 | $244K |
| Conrad Siegel Investment Advisors, Inc. | 0.05% | Add +0.9% | 10,147 | $237K |
| Yoder Wealth Management, Inc. | 0.12% | No change | 9,765 | $228K |
| Banque Cantonale Vaudoise | 0.01% | No change | 9,574 | $223K |
| Bank of New York Mellon Corp | 0.00% | Reduce -71.8% | 9,361 | $218K |
| Phillips Financial Management, LLC | 0.02% | No change | 9,251 | $216K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 9,198 | $215K |
| Equitable Holdings, Inc. | 0.00% | New | 9,183 | $214K |
| MinichMacGregor Wealth Management, LLC | 0.05% | No change | 9,080 | $212K |
| Fullcircle Wealth LLC | 0.08% | No change | 8,920 | $208K |
| Scotia Capital Inc. | 0.00% | Reduce -16.0% | 8,900 | $208K |
| Northstar Group, Inc. | 0.03% | New | 8,746 | $204K |
| Accretive Wealth Partners, LLC | 0.07% | New | 8,654 | $202K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | No change | 8,391 | $196K |
| Harbour Investments, Inc. | 0.00% | Add +44.9% | 8,089 | $189K |
| Brown Brothers Harriman & Co. | 0.00% | New | 7,000 | $163K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,600 | $154K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +53.4% | 6,500 | $152K |
| Bogart Wealth, LLC | 0.01% | Add +0.8% | 5,693 | $133K |
| Barrett & Company, Inc. | 0.04% | Add +65.3% | 4,958 | $116K |
| Robbins Farley | 0.05% | New | 4,325 | $101K |
| CVA Family Office, LLC | 0.01% | No change | 4,300 | $100K |
| 2UniFi Bank | 0.06% | Add +32.0% | 4,202 | $98K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,332 | $78K |
| Trust Co | 0.01% | No change | 3,276 | $76K |
| Larson Financial Group LLC | 0.00% | Reduce -36.1% | 2,720 | $63K |
| Evergreen Private Wealth LLC | 0.03% | No change | 2,661 | $62K |
| McIlrath & Eck, LLC | 0.01% | New | 2,621 | $61K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,300 | $54K |
| AlphaCore Capital LLC | 0.00% | No change | 2,040 | $48K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.2% | 1,952 | $46K |
| National Bank of Canada | 0.00% | Add +116.2% | 1,877 | $44K |
| Signaturefd, LLC | 0.00% | No change | 1,736 | $41K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,719 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,567 | $37K |
| Private Trust Co. NA | 0.00% | Add +14.7% | 1,501 | $35K |
| Hemington Wealth Management | 0.00% | No change | 1,455 | $33K |
| Coastline Trust Co | 0.00% | New | 1,297 | $30K |
| Eastern Bank | 0.00% | Add +45.7% | 1,275 | $30K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,239 | $29K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 1,091 | $25K |
| Pacifica Partners Inc. | 0.01% | New | 883 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 845 | $20K |
| Choate Investment Advisors | 0.00% | New | 837 | $20K |
| Kiker Wealth Management, LLC | 0.01% | No change | 826 | $19K |
| Blue Trust, Inc. | 0.00% | Add +1.3% | 790 | $18K |
| Rossby Financial, LCC | 0.01% | No change | 732 | $17K |
| PNC Financial Services Group, Inc. | 0.00% | Add +44.8% | 682 | $16K |
| CIBC Private Wealth Group LLC | 0.00% | New | 674 | $16K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 530 | $12K |
| Costello Asset Management, INC | 0.00% | Add +1.1% | 440 | $10K |
| CoreCap Advisors, LLC | 0.00% | New | 386 | $9K |
| 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 |
| Avion Wealth | 0.00% | New | 151 | $3K |
| Aventura Private Wealth, LLC | 0.00% | New | 55 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | New | 31 | $723 |
"% 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.