iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q3 2025 (September 30)322holders +15
34new positions
18sold out
1famous investor
$23.46avg. 13F price*
At the end of Q3 2025, 322 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 15 from Q2 2025. 34 opened new positions and 18 sold out. The largest holders were Bank of America Corp. ($159.8M), Aptus Capital Advisors, LLC ($127.8M) and Morgan Stanley ($119.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $70.8M |
| Exits | 18 | $18.2M |
All 13F filers, Q2 2025 → Q3 2025: 11,849,210 shares bought and 5,225,577 shares sold, net +6,623,633 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 322 holders
| Bank of America Corp. | 0.01% | Add +7.0% | 6,807,477 | $159.8M |
| Aptus Capital Advisors, LLC | 1.17% | Add +8.2% | 5,444,286 | $127.8M |
| Morgan Stanley | 0.01% | Add +13.0% | 5,098,080 | $119.7M |
| Capital Advisors Inc. | 1.83% | Add +4.5% | 4,667,225 | $109.5M |
| Mercer Global Advisors Inc. | 0.14% | Add +26.4% | 3,537,860 | $83.1M |
| Capital Investment Advisors, LLC | 1.35% | Add +7.7% | 3,489,553 | $81.9M |
| Shufro Rose & Co. LLC | 6.68% | Reduce -1.0% | 3,503,960 | $81.0M |
| UBS Group AG | 0.01% | Add +56.1% | 3,067,945 | $72.0M |
| Raymond James Financial Inc. | 0.02% | Add +2.7% | 2,641,661 | $62.0M |
| Royal Bank of Canada | 0.01% | Add +11.6% | 2,070,602 | $48.6M |
| Wells Fargo & Company | 0.01% | Add +10.0% | 2,036,273 | $47.8M |
| LPL Financial LLC | 0.01% | Add +14.8% | 1,828,286 | $42.9M |
| Summitry LLC | 1.77% | Add +2.5% | 1,780,926 | $41.8M |
| Woodmont Investment Counsel LLC | 2.69% | Reduce -2.7% | 1,730,611 | $40.6M |
| HighTower Advisors, LLC | 0.04% | Add +8.8% | 1,628,787 | $38.2M |
| Sigma Investment Counselors Inc. | 1.81% | Add +3.0% | 1,485,226 | $34.9M |
| Klingman & Associates, LLC | 1.68% | Add +5.6% | 1,421,892 | $33.4M |
| Lido Advisors, LLC | 0.14% | Add +21.3% | 1,410,432 | $33.1M |
| Gratus Wealth Advisors, LLC | 4.56% | Add +2.8% | 1,381,528 | $32.4M |
| Venture Visionary Partners LLC | 1.05% | Reduce -15.0% | 1,294,318 | $30.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +10.7% | 1,128,361 | $26.5M |
| Wealthcare Advisory Partners LLC | 0.55% | Add +5.0% | 1,115,830 | $26.2M |
| Kathmere Capital Management, LLC | 1.74% | Add +14.3% | 1,042,331 | $24.5M |
| Sound View Wealth Advisors Group, LLC | 1.67% | Add +9.9% | 1,037,961 | $24.4M |
| Summit Financial, LLC | 0.36% | New | 1,010,855 | $23.7M |
| Advisors Capital Management, LLC | 0.30% | Add +8.0% | 1,009,606 | $23.7M |
| Seven Springs Wealth Group, LLC | 5.64% | Add +14.0% | 975,122 | $22.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -31.3% | 965,631 | $22.7M |
| RVW Wealth, LLC | 1.72% | Add +4.2% | 939,759 | $22.1M |
| Howland Capital Management LLC | 0.78% | Add +9.4% | 868,989 | $20.4M |
| Vishria Bird Financial Group, LLC | 3.80% | New | 826,064 | $19.4M |
| MV Capital Management, Inc. | 1.70% | Add +7.0% | 756,483 | $17.8M |
| Motley Fool Wealth Management, LLC | 1.11% | Reduce -5.4% | 695,489 | $16.3M |
| Meiji Yasuda Life Insurance Co | 0.46% | Add +54.3% | 688,000 | $16.1M |
| Arrow Financial Corp | 1.45% | Reduce -2.4% | 602,273 | $14.1M |
| US Bancorp \de | 0.02% | Reduce -11.6% | 594,551 | $14.0M |
| Envision Financial Planning, LLC | 5.89% | Add +15.6% | 592,058 | $13.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.1% | 571,639 | $13.4M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.1% | 547,786 | $12.9M |
| Windsor Capital Management, LLC | 3.35% | Add +23.8% | 516,460 | $12.1M |
| Captrust Financial Advisors | 0.02% | Add +26.9% | 511,634 | $12.0M |
| Ironwood Financial, llc | 2.08% | Add +32.4% | 499,871 | $11.7M |
| Janney Montgomery Scott LLC | 0.03% | Add +8.6% | 491,795 | $11.5M |
| Robertson Stephens Wealth Management, LLC | 0.33% | Add +7.6% | 468,819 | $11.0M |
| Benjamin Edwards Inc. | 0.11% | Add +5.6% | 431,585 | $10.1M |
| Rebalance, LLC | 0.61% | Add +132.2% | 428,735 | $10.1M |
| Probity Advisors, Inc. | 1.61% | Add +3.9% | 423,003 | $9.9M |
| Commonwealth Financial Services, LLC | 1.67% | Add +2.7% | 416,338 | $9.8M |
| Lyell Wealth Management, LP | 0.70% | Add +9.2% | 399,233 | $9.4M |
| First International Bank of Israel Ltd. | 5.26% | No change | 395,000 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.4% | 390,755 | $9.2M |
| Novem Group | 1.08% | New | 387,240 | $9.1M |
| MCF Advisors LLC | 0.55% | Add +0.1% | 383,609 | $9.0M |
| First National Trust Co | 0.30% | Add +20.6% | 367,011 | $8.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -86.6% | 353,520 | $8.3M |
| Peloton Wealth Strategists | 3.24% | Add +0.2% | 342,150 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +32.7% | 337,224 | $7.9M |
| Glenview Trust Co | 0.12% | Add +19.7% | 331,601 | $7.8M |
| CENTRAL TRUST Co | 0.16% | Add +7.0% | 327,308 | $7.7M |
| NewEdge Advisors, LLC | 0.03% | Reduce -72.2% | 315,488 | $7.5M |
| Guidance Point Advisors, LLC | 1.79% | Add +1.8% | 306,378 | $7.2M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +9.1% | 275,440 | $6.5M |
| Arcadia Investment Advisors LLC | 3.06% | Add +1.0% | 268,254 | $6.3M |
| Parallel Advisors, LLC | 0.11% | Add +4.4% | 266,511 | $6.3M |
| InvesTrust | 2.24% | Add +7.3% | 261,036 | $6.1M |
| Whalen Wealth Management Inc. | 3.47% | New | 253,179 | $5.9M |
| Signature Wealth Management Group | 2.25% | Add +0.1% | 246,922 | $5.8M |
| Praetorian Wealth Management, Inc. | 1.18% | Add +3.4% | 244,826 | $5.7M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -3.8% | 244,446 | $5.7M |
| Spinnaker Trust | 0.32% | Add +15.8% | 242,880 | $5.7M |
| LBMC Investment Advisors, LLC | 0.36% | Add +25.6% | 242,055 | $5.7M |
| IFP Advisors, Inc | 0.13% | Reduce -4.1% | 220,719 | $5.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.50% | Add +7.0% | 220,471 | $5.2M |
| Hancock Whitney Corp. | 0.09% | Add +5.4% | 218,234 | $5.1M |
| Krilogy Financial LLC | 0.19% | Add +13.3% | 216,565 | $5.1M |
| Cwm, LLC | 0.01% | Add +4.3% | 210,204 | $4.9M |
| Hamel Associates, Inc. | 1.46% | Reduce -1.8% | 201,685 | $4.7M |
| Cherry Tree Wealth Management, LLC | 1.01% | Add +2.5% | 195,527 | $4.6M |
| Virginia Wealth Management Group, Inc. | 2.63% | Add +8.5% | 194,345 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +0.7% | 190,225 | $4.5M |
| Keeler Thomas Management LLC | 2.00% | Add +0.4% | 186,102 | $4.4M |
| 4Thought Financial Group Inc. | 2.16% | Add +4.8% | 181,845 | $4.3M |
| Snowden Capital Advisors LLC | 0.12% | Add +2.2% | 179,154 | $4.2M |
| Newman Dignan & Sheerar, Inc. | 0.89% | Add +6.2% | 174,944 | $4.1M |
| Sowell Financial Services LLC | 0.16% | Add +9.7% | 174,299 | $4.1M |
| Frisch Financial Group, Inc. | 0.94% | Add +1.3% | 172,269 | $4.0M |
| Leo Wealth, LLC | 0.52% | Add +9.4% | 171,934 | $4.0M |
| Wilkins Miller Wealth Management, LLC | 2.47% | Reduce -3.5% | 170,142 | $4.0M |
| Members Wealth LLC | 2.52% | — | 169,932 | $4.0M |
| Cetera Investment Advisers | 0.00% | Add +20.9% | 169,760 | $4.0M |
| Quantum Financial Advisors, LLC | 0.48% | Add +38.1% | 167,228 | $3.9M |
| Eight 31 Financial, LLC | 2.15% | Add +21.7% | 162,389 | $3.8M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +22.0% | 161,348 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +201.9% | 160,004 | $3.8M |
| First National Bank & Trust Co. of Newtown | 0.71% | No change | 159,990 | $3.8M |
| Syntegra Private Wealth Group, LLC | 0.35% | Add +37.9% | 158,792 | $3.7M |
| LFA - Lugano Financial Advisors SA | 1.94% | Add +0.5% | 157,043 | $3.7M |
| Penobscot Investment Management Company, Inc. | 0.27% | Add +82.8% | 148,850 | $3.5M |
| Global Retirement Partners, LLC | 0.08% | Add +13.7% | 146,023 | $3.4M |
| Mariner, LLC | 0.00% | Add +30.3% | 144,256 | $3.4M |
"% 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.