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 |
| Littlejohn Financial Services, Inc. | 2.41% | Add +4.4% | 140,594 | $3.3M |
| Precedent Wealth Partners, LLC | 0.71% | Add +4.3% | 137,256 | $3.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.13% | Add +60.3% | 133,204 | $3.1M |
| Stonebrook Private Inc. | 0.66% | Add +1.5% | 130,990 | $3.1M |
| Matthew Goff Investment Advisor, LLC | 0.52% | Reduce -0.7% | 130,049 | $3.1M |
| Merit Financial Group, LLC | 0.03% | Add +23.8% | 126,825 | $3.0M |
| Fulton Breakefield Broenniman LLC | 0.19% | Add +9.1% | 126,028 | $3.0M |
| HM Payson & Co. | 0.04% | Add +929.3% | 121,649 | $2.9M |
| Laurel Wealth Advisors LLC | 0.38% | Add +8.7% | 115,800 | $2.7M |
| Cornell Pochily Investment Advisors, Inc. | 0.81% | Add +24.1% | 115,756 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Add +23.3% | 115,377 | $2.7M |
| Osaic Holdings, Inc. | 0.00% | Add +64.4% | 113,940 | $2.7M |
| LifePlan Financial, LLC | 2.11% | Add +1.7% | 113,667 | $2.7M |
| Adirondack Trust Co. | 0.87% | Add +11.8% | 110,776 | $2.6M |
| Rossmore Private Capital | 0.28% | Add +25.0% | 110,216 | $2.6M |
| Marathon Mission, Inc. | 1.53% | Add +1.0% | 109,298 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -38.0% | 108,761 | $2.6M |
| Beese Fulmer Investment Management, Inc. | 0.18% | Add +11.7% | 108,260 | $2.5M |
| Crews Bank & Trust | 0.37% | Add +12.1% | 106,560 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +18.2% | 106,354 | $2.5M |
| Meitav Investment House Ltd. | 0.03% | Add +3.2% | 104,488 | $2.4M |
| Allworth Financial LP | 0.01% | Add +30.4% | 102,876 | $2.4M |
| Moneco Advisors, LLC | 0.20% | Add +2.6% | 101,928 | $2.4M |
| Wrapmanager Inc. | 0.72% | Reduce -33.0% | 99,498 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +231.7% | 98,524 | $2.3M |
| Houlihan Financial Resource Group, Ltd. | 1.99% | Reduce -52.5% | 96,330 | $2.3M |
| Chesley Taft & Associates LLC | 0.09% | Add +8.1% | 95,000 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -0.9% | 91,673 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Reduce -5.8% | 91,533 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +56.6% | 90,047 | $2.1M |
| Sax Wealth Advisors, LLC | 0.11% | New | 87,832 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +15.4% | 85,957 | $2.0M |
| Associated Banc-Corp | 0.05% | Add +7.1% | 85,667 | $2.0M |
| Composition Wealth, LLC | 0.03% | New | 84,497 | $2.0M |
| BlackRock, Inc. | 0.00% | Add +5.5% | 82,220 | $1.9M |
| Harbor Advisory Corp. | 0.55% | No change | 78,820 | $1.8M |
| Cabot Wealth Management Inc. | 0.20% | Add +4.7% | 78,128 | $1.8M |
| Meridian Wealth Management, LLC | 0.07% | Add +15.7% | 75,413 | $1.8M |
| Paradigm, Strategies in Wealth Management, LLC | 1.13% | Add +0.2% | 75,157 | $1.8M |
| Resonant Capital Advisors, LLC | 0.10% | Add +108.8% | 74,971 | $1.8M |
| Segment Wealth Management, LLC | 0.11% | Add +1.1% | 74,890 | $1.8M |
| Regions Financial Corp. | 0.01% | Add +22.6% | 73,173 | $1.7M |
| Belpointe Asset Management LLC | 0.06% | Add +22.5% | 72,075 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Add +1.1% | 72,014 | $1.7M |
| Drive Wealth Management, LLC | 0.34% | Reduce -0.4% | 69,125 | $1.6M |
| Strid Group, LLC | 0.21% | Add +5.7% | 69,044 | $1.6M |
| Camelot Portfolios, LLC | 0.96% | Reduce -4.4% | 68,788 | $1.6M |
| Beacon Financial Group | 0.15% | Add +27.5% | 66,899 | $1.6M |
| Godshalk Welsh Capital Management, Inc. | 0.89% | Add +44.8% | 66,450 | $1.6M |
| FourThought Financial Partners, LLC | 0.14% | Add +134.0% | 66,100 | $1.6M |
| IFG Advisory, LLC | 0.07% | New | 65,989 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +1.1% | 65,593 | $1.5M |
| Cowa, LLC | 0.53% | Add +33.2% | 64,216 | $1.5M |
| Kesler, Norman & Wride, LLC | 0.29% | Add +1.1% | 65,316 | $1.5M |
| Seneca House Advisors | 0.59% | Add +4.8% | 62,476 | $1.5M |
| Cyr Financial Inc. | 0.98% | Add +23.2% | 61,156 | $1.4M |
| Snider Financial Group | 0.39% | Reduce -5.7% | 60,707 | $1.4M |
| Creative Planning | 0.00% | Reduce -0.8% | 58,123 | $1.4M |
| Citadel Advisors | 0.00% | Add +206.0% | 54,847 | $1.3M |
| Cary Street Partners Financial LLC | 0.03% | Add +3.9% | 54,341 | $1.3M |
| Comerica Bank | 0.00% | Add +87.5% | 54,329 | $1.3M |
| Archford Capital Strategies, LLC | 0.15% | Add +2.5% | 53,126 | $1.2M |
| Leavell Investment Management, Inc. | 0.05% | Add +35.7% | 52,034 | $1.2M |
| First Fiduciary Investment Counsel, Inc. | 0.23% | No change | 51,095 | $1.2M |
| Little House Capital LLC | 0.27% | Add +2.0% | 50,625 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | New | 47,685 | $1.1M |
| Journey Advisory Group, LLC | 0.08% | No change | 47,300 | $1.1M |
| Foundry Financial Group, Inc. | 0.58% | Add +36.8% | 47,078 | $1.1M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +148.6% | 46,583 | $1.1M |
| Madden Advisory Services, Inc. | 0.44% | Add +23.8% | 44,893 | $1.1M |
| Granite Harbor Advisors, Inc. | 0.44% | Add +2.3% | 44,691 | $1.0M |
| Oppenheimer & Co. Inc. | 0.01% | Add +5.6% | 43,471 | $1.0M |
| Roble, Belko & Company, Inc | 0.14% | Add +2.4% | 43,439 | $1.0M |
| Farmers National Bank | 0.24% | Add +6.5% | 43,216 | $1.0M |
| Gilbert Capital Group, Inc. | 0.78% | Add +16.6% | 42,955 | $1.0M |
| Bank of New Hampshire | 0.23% | Add +5.5% | 42,040 | $987K |
| McGlone Suttner Wealth Management, Inc. | 0.14% | Add +5.1% | 41,422 | $972K |
| CGN Advisors LLC | 0.08% | Reduce -31.1% | 41,289 | $969K |
| Blue Square Asset Management, LLC | 0.42% | Reduce -1.0% | 41,099 | $965K |
| Integrated Wealth Concepts LLC | 0.01% | Add +6.2% | 40,678 | $955K |
| STAR Financial Bank | 0.56% | Reduce -68.7% | 40,034 | $940K |
| Sonata Capital Group Inc. | 0.34% | Add +208.6% | 38,889 | $913K |
| Mendota Financial Group, LLC | 0.68% | New | 38,692 | $908K |
| Reliant Wealth Planning | 0.29% | No change | 38,575 | $905K |
| Sightline Wealth Advisors, LLC | 0.40% | Add +18.1% | 37,733 | $886K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.4% | 37,025 | $868K |
| Romano Brothers and Company | 0.10% | New | 36,088 | $847K |
| Neuberger Berman Group LLC | 0.00% | Add +22.9% | 35,996 | $845K |
| Alterna Wealth Management, Inc. | 0.67% | Add +0.4% | 34,629 | $813K |
| First Interstate Bank | 0.04% | No change | 32,753 | $769K |
| 10Elms LLP | 0.79% | Add +15.4% | 32,370 | $760K |
| Brookstone Capital Management | 0.01% | Reduce -3.0% | 32,087 | $753K |
| Montecito Bank & Trust | 0.12% | — | 31,614 | $742K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -1.4% | 28,766 | $675K |
| Smith, Moore & Co. | 0.05% | Add +27.0% | 28,664 | $673K |
| James Investment Research, Inc. | 0.07% | No change | 27,340 | $642K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +20.3% | 27,175 | $637K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +14.2% | 26,988 | $633K |
| Robinson Smith Wealth Advisors LLC | 0.45% | Add +3.4% | 26,563 | $623K |
| Dearborn Partners LLC | 0.03% | Add +7.5% | 26,137 | $613K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $610K |
| Fortis Capital Management LLC | 0.09% | Add +2.1% | 25,802 | $606K |
| DecisionMap Wealth Management, LLC | 0.38% | Add +8.1% | 25,534 | $599K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.6% | 24,754 | $581K |
| Austin Private Wealth, LLC | 0.04% | Reduce -12.4% | 24,749 | $581K |
| Harbor Investment Advisory, LLC | 0.05% | Add +33.0% | 24,636 | $578K |
| Autumn Glory Partners, LLC | 0.24% | Add +2.7% | 24,566 | $577K |
| Stokes Family Office, LLC | 0.05% | No change | 24,349 | $571K |
| Redwood Financial Network Corp | 0.35% | Add +26.9% | 23,889 | $561K |
| Clearstead Advisors, LLC | 0.01% | Add +18.0% | 23,701 | $556K |
| Fifth Third Bancorp | 0.00% | Add +17.7% | 23,391 | $549K |
| American Trust | 0.05% | New | 22,865 | $537K |
| Great Diamond Partners, LLC | 0.10% | New | 22,721 | $533K |
| Masso Torrence Wealth Management Inc. | 0.22% | No change | 22,485 | $528K |
| Foundation Wealth Management, LLC | 0.35% | Add +12.2% | 21,874 | $513K |
| 1900 Wealth Management LLC | 0.03% | No change | 21,682 | $509K |
| Provenance Wealth Advisors, LLC | 0.07% | Add +0.1% | 21,536 | $505K |
| Bank of Montreal | 0.00% | Add +2.7% | 21,277 | $499K |
| Gradient Capital Advisors, LLC | 0.13% | No change | 21,086 | $495K |
| Naples Global Advisors, LLC | 0.04% | Add +26.4% | 20,245 | $475K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +18.7% | 18,964 | $445K |
| Heartland Bank & Trust Co | 0.18% | Add +16.3% | 18,718 | $439K |
| Bradley & Co. Private Wealth Management, LLC | 0.24% | No change | 18,385 | $431K |
| Mutual Advisors, LLC | 0.01% | Reduce -28.3% | 17,904 | $421K |
| Tableaux LLC | 0.16% | Add +2.4% | 17,278 | $406K |
| Kintra Wealth, LLC | 0.23% | Reduce -0.0% | 17,244 | $405K |
| StoneX Group Inc. | 0.02% | Add +11.3% | 16,762 | $393K |
| Farther Finance Advisors, LLC | 0.01% | Add +738.5% | 16,367 | $384K |
| Princeton Global Asset Management LLC | 0.06% | Add +44.4% | 16,074 | $377K |
| Ledyard National Bank | 0.03% | New | 15,820 | $371K |
| Simon Quick Advisors, LLC | 0.02% | No change | 15,604 | $366K |
| Ancora Advisors LLC | 0.01% | Reduce -7.6% | 15,505 | $364K |
| Straight Path Wealth Management | 0.10% | No change | 15,445 | $362K |
| Summit Wealth Partners, LLC | 0.07% | New | 15,436 | $362K |
| Compound Planning, Inc. | 0.01% | Add +10.4% | 15,359 | $360K |
| Equitable Holdings, Inc. | 0.00% | Add +65.5% | 15,193 | $357K |
| Banque Cantonale Vaudoise | 0.01% | Add +58.6% | 15,187 | $356K |
| Moors & Cabot, Inc. | 0.02% | Add +25.1% | 14,912 | $350K |
| Lee Financial Co | 0.04% | No change | 14,550 | $341K |
| Advisory Services Network, LLC | 0.01% | Add +16.5% | 14,473 | $340K |
| 4J Wealth Management LLC | 0.20% | Reduce -5.4% | 14,205 | $333K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +1.2% | 13,812 | $324K |
| Schmidt P J Investment Management Inc. | 0.05% | No change | 13,558 | $318K |
| REDW Wealth LLC | 0.12% | No change | 13,420 | $315K |
| Element Wealth, LLC | 0.14% | Add +9.2% | 13,283 | $312K |
| United Community Bank | 0.10% | No change | 13,200 | $310K |
| Koshinski Asset Management, Inc. | 0.02% | Add +2.5% | 12,648 | $297K |
| Bank of New York Mellon Corp | 0.00% | Add +34.3% | 12,573 | $295K |
| Dakota Wealth Management | 0.01% | Reduce -24.9% | 12,265 | $288K |
| Principal Securities, Inc. | 0.00% | Add +3.0% | 12,147 | $285K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 11,606 | $272K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.3% | 11,449 | $269K |
| Mgo One Seven LLC | 0.01% | Reduce -30.8% | 11,400 | $268K |
| Nwam LLC | 0.01% | Add +0.9% | 11,204 | $264K |
| Addison Advisors LLC | 0.06% | No change | 11,145 | $262K |
| Baird Financial Group, Inc. | 0.00% | New | 11,135 | $261K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,110 | $261K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +5.5% | 11,102 | $261K |
| Sarver Vrooman Wealth Advisors | 0.17% | Add +5.4% | 11,034 | $259K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 10,860 | $255K |
| Chicago Partners Investment Group LLC | 0.01% | New | 10,666 | $251K |
| Conrad Siegel Investment Advisors, Inc. | 0.05% | Add +0.9% | 10,242 | $240K |
| Park Avenue Securities LLC | 0.00% | New | 9,880 | $232K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 9,856 | $231K |
| MML Investors Services, LLC | 0.00% | Reduce -40.0% | 9,680 | $227K |
| Phillips Financial Management, LLC | 0.01% | No change | 9,251 | $217K |
| Harbour Investments, Inc. | 0.00% | Add +13.5% | 9,183 | $216K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 9,171 | $215K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 9,080 | $213K |
| Scotia Capital Inc. | 0.00% | No change | 8,900 | $209K |
| Fullcircle Wealth LLC | 0.07% | No change | 8,920 | $208K |
| Flow Traders U.S. LLC | 0.01% | New | 8,802 | $207K |
| Ritholtz Wealth Management | 0.00% | Reduce -46.3% | 8,775 | $206K |
| Accretive Wealth Partners, LLC | 0.06% | No change | 8,654 | $203K |
| American Money Management, LLC | 0.03% | New | 8,542 | $200K |
| Koesten, Hirschmann & Crabtree, INC. | 0.09% | No change | 8,391 | $197K |
| Signaturefd, LLC | 0.00% | Add +379.8% | 8,330 | $196K |
| Robbins Farley | 0.08% | Add +88.7% | 8,162 | $192K |
| Barrett & Company, Inc. | 0.06% | Add +60.5% | 7,958 | $187K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 7,000 | $164K |
| CNB Bank | 0.06% | New | 5,704 | $134K |
| Bogart Wealth, LLC | 0.01% | No change | 5,693 | $134K |
| GAMMA Investing LLC | 0.01% | Reduce -85.7% | 4,832 | $113K |
| CVA Family Office, LLC | 0.01% | No change | 4,300 | $101K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -43.2% | 3,750 | $88K |
| 2UniFi Bank | 0.04% | Reduce -12.4% | 3,682 | $86K |
| Trust Co | 0.01% | No change | 3,276 | $77K |
| Larson Financial Group LLC | 0.00% | Add +0.0% | 2,721 | $64K |
| Evergreen Private Wealth LLC | 0.03% | No change | 2,661 | $62K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.2% | 2,654 | $62K |
| McIlrath & Eck, LLC | 0.01% | Add +1.2% | 2,652 | $62K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,300 | $54K |
| National Bank of Canada | 0.00% | Add +7.0% | 2,009 | $47K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,719 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,567 | $37K |
| Private Trust Co. NA | 0.00% | Reduce -1.1% | 1,485 | $35K |
| Coastline Trust Co | 0.00% | Add +14.1% | 1,480 | $35K |
| Hemington Wealth Management | 0.00% | No change | 1,455 | $34K |
| Eastern Bank | 0.00% | No change | 1,275 | $30K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,239 | $29K |
| Sound Income Strategies, LLC | 0.00% | New | 1,000 | $23K |
| AlphaCore Capital LLC | 0.00% | Reduce -57.4% | 870 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.2% | 855 | $20K |
| AE Wealth Management LLC | 0.00% | New | 815 | $19K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 799 | $19K |
| NBT Bank, N.A. | 0.00% | New | 780 | $18K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 748 | $18K |
| Rossby Financial, LCC | 0.01% | No change | 732 | $17K |
| Venturi Wealth Management, LLC | 0.00% | New | 717 | $17K |
| Spire Wealth Management | 0.00% | New | 694 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 689 | $16K |
| Key Financial Inc | 0.00% | New | 642 | $15K |
| Kozak & Associates, Inc. | 0.00% | New | 582 | $14K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 530 | $12K |
| First PREMIER Bank | 0.00% | No change | 329 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 325 | $8K |
| Logan Capital Management Inc. | 0.00% | Add +8.9% | 293 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 162 | $4K |
| Avion Wealth | 0.00% | No change | 151 | $3K |
| Golden State Wealth Management, LLC | 0.00% | New | 67 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 55 | $1K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 31 | $728 |
"% 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.