iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q4 2025 (December 31)357holders +35
41new positions
23sold out
1famous investor
$23.41avg. 13F price*
At the end of Q4 2025, 357 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 35 from Q3 2025. 41 opened new positions and 23 sold out. The largest holders were Bank of America Corp. ($171.0M), Aptus Capital Advisors, LLC ($155.9M) and Mercer Global Advisors Inc. ($131.3M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $69.1M |
| Exits | 23 | $19.0M |
All 13F filers, Q3 2025 → Q4 2025: 17,741,411 shares bought and 2,254,524 shares sold, net +15,486,887 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 357 holders
| Bank of America Corp. | 0.01% | Add +7.3% | 7,307,434 | $171.0M |
| Aptus Capital Advisors, LLC | 1.32% | Add +22.3% | 6,659,628 | $155.9M |
| Mercer Global Advisors Inc. | 0.20% | Add +58.6% | 5,611,412 | $131.3M |
| Morgan Stanley | 0.01% | Add +8.1% | 5,508,349 | $128.9M |
| Capital Advisors Inc. | 1.81% | Add +2.8% | 4,798,655 | $112.3M |
| Shufro Rose & Co. LLC | 6.05% | Add +8.6% | 3,805,205 | $89.1M |
| Capital Investment Advisors, LLC | 1.33% | Add +6.7% | 3,722,161 | $87.1M |
| UBS Group AG | 0.02% | Add +14.5% | 3,513,052 | $82.2M |
| Raymond James Financial Inc. | 0.02% | Add +11.7% | 2,951,639 | $69.1M |
| Royal Bank of Canada | 0.01% | Add +5.4% | 2,181,614 | $51.1M |
| HM Payson & Co. | 0.71% | Add +1677.5% | 2,162,265 | $50.6M |
| LPL Financial LLC | 0.01% | Add +16.7% | 2,133,696 | $49.9M |
| Wells Fargo & Company | 0.01% | Add +3.3% | 2,102,566 | $49.2M |
| Summitry LLC | 1.79% | Add +3.1% | 1,837,008 | $43.0M |
| HighTower Advisors, LLC | 0.05% | Add +8.8% | 1,771,313 | $41.5M |
| Woodmont Investment Counsel LLC | 2.56% | Add +0.9% | 1,745,523 | $40.9M |
| Sound View Wealth Advisors Group, LLC | 2.53% | Add +55.4% | 1,613,448 | $37.8M |
| Klingman & Associates, LLC | 1.74% | Add +8.2% | 1,539,005 | $36.0M |
| Sigma Investment Counselors Inc. | 1.80% | Add +2.0% | 1,514,732 | $35.5M |
| Lido Advisors, LLC | 0.13% | Add +1.0% | 1,425,001 | $33.4M |
| Gratus Wealth Advisors, LLC | 4.61% | Add +2.9% | 1,420,969 | $33.3M |
| Venture Visionary Partners LLC | 1.04% | Add +4.4% | 1,351,617 | $31.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.4% | 1,200,095 | $28.1M |
| Seven Springs Wealth Group, LLC | 7.86% | Add +17.9% | 1,149,546 | $26.9M |
| Wealthcare Advisory Partners LLC | 0.53% | Add +2.6% | 1,145,131 | $26.8M |
| Advisors Capital Management, LLC | 0.31% | Add +8.7% | 1,096,937 | $25.7M |
| Summit Financial, LLC | 0.37% | Add +5.7% | 1,068,563 | $25.0M |
| RVW Wealth, LLC | 1.89% | Add +12.8% | 1,059,999 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | Add +9.7% | 1,058,770 | $24.8M |
| Kathmere Capital Management, LLC | 1.64% | Reduce -0.6% | 1,036,202 | $24.3M |
| Howland Capital Management LLC | 0.86% | Add +11.6% | 969,560 | $22.7M |
| Meiji Yasuda Life Insurance Co | 0.64% | Add +36.3% | 938,000 | $22.0M |
| MV Capital Management, Inc. | 1.79% | Add +5.0% | 794,637 | $18.6M |
| Summit Asset Management, LLC | 2.55% | New | 768,679 | $18.0M |
| Stifel Financial Corp. | 0.01% | Add +110.4% | 709,542 | $16.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +23.7% | 677,647 | $15.9M |
| US Bancorp \de | 0.02% | Add +5.7% | 628,140 | $14.7M |
| Motley Fool Wealth Management, LLC | 1.11% | Reduce -12.0% | 611,729 | $14.3M |
| Arrow Financial Corp | 1.41% | Add +0.2% | 603,395 | $14.1M |
| Captrust Financial Advisors | 0.03% | Add +15.4% | 590,443 | $13.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.2% | 578,392 | $13.5M |
| Ironwood Financial, llc | 2.13% | Add +7.5% | 537,151 | $12.6M |
| Windsor Capital Management, LLC | 3.60% | Add +1.6% | 524,522 | $12.3M |
| Robertson Stephens Wealth Management, LLC | 0.34% | Add +9.6% | 513,648 | $12.0M |
| Ruggaard & Associates LLC | 4.63% | New | 502,535 | $11.8M |
| First National Trust Co | 0.39% | Add +36.2% | 499,745 | $11.7M |
| Lyell Wealth Management, LP | 0.82% | Add +21.8% | 486,066 | $11.4M |
| Novem Group | 1.28% | Add +21.5% | 470,613 | $11.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.3% | 466,026 | $10.9M |
| Probity Advisors, Inc. | 1.70% | Add +7.0% | 452,594 | $10.6M |
| CENTRAL TRUST Co | 0.20% | Add +33.2% | 436,035 | $10.2M |
| Rebalance, LLC | 0.60% | Add +1.6% | 435,397 | $10.2M |
| Commonwealth Financial Services, LLC | 1.67% | Add +4.0% | 432,826 | $10.1M |
| Benjamin Edwards Inc. | 0.11% | Reduce -2.4% | 421,036 | $9.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.40% | Add +208.2% | 410,573 | $9.6M |
| First International Bank of Israel Ltd. | 4.42% | Add +0.2% | 395,652 | $9.3M |
| Parkway Wealth Management Group, LLC | 1.24% | — | 393,365 | $9.2M |
| BlackRock, Inc. | 0.00% | Add +368.9% | 385,524 | $9.0M |
| Peloton Wealth Strategists | 3.50% | Add +9.8% | 375,595 | $8.8M |
| Glenview Trust Co | 0.13% | Add +12.0% | 371,300 | $8.7M |
| MCF Advisors LLC | 0.48% | Reduce -3.3% | 370,975 | $8.7M |
| PFG Private Wealth Management, LLC | 3.51% | New | 342,582 | $8.0M |
| Guidance Point Advisors, LLC | 1.75% | Add +2.6% | 314,357 | $7.4M |
| Envision Financial Planning, LLC | 2.71% | Reduce -48.2% | 306,594 | $7.2M |
| Spinnaker Trust | 0.38% | Add +25.5% | 304,717 | $7.1M |
| Arcadia Investment Advisors LLC | 3.28% | Add +12.3% | 301,149 | $7.0M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -41.6% | 287,074 | $6.7M |
| Parallel Advisors, LLC | 0.12% | Add +4.7% | 279,096 | $6.6M |
| Spreng Capital Management, Inc. | 2.55% | New | 277,100 | $6.5M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +0.3% | 276,165 | $6.5M |
| LBMC Investment Advisors, LLC | 0.40% | Add +13.1% | 273,864 | $6.4M |
| Praetorian Wealth Management, Inc. | 1.26% | Add +10.4% | 270,419 | $6.3M |
| InvesTrust | 2.29% | Reduce -3.3% | 252,484 | $5.9M |
| Signature Wealth Management Group | 2.35% | Reduce -0.3% | 246,077 | $5.8M |
| OneDigital Investment Advisors LLC | 0.06% | New | 246,077 | $5.8M |
| Penobscot Investment Management Company, Inc. | 0.43% | Add +64.0% | 244,150 | $5.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.50% | Add +10.3% | 243,283 | $5.7M |
| Atlantic Union Bankshares Corp | 0.10% | Reduce -2.1% | 239,187 | $5.6M |
| IFP Advisors, Inc | 0.12% | Add +7.1% | 236,433 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +20.8% | 229,745 | $5.4M |
| Cwm, LLC | 0.01% | Add +8.6% | 228,361 | $5.3M |
| Hamel Associates, Inc. | 1.61% | Add +12.9% | 227,779 | $5.3M |
| Krilogy Financial LLC | 0.18% | Add +3.1% | 223,329 | $5.2M |
| Houlihan Financial Resource Group, Ltd. | 1.99% | Add +127.3% | 218,932 | $5.1M |
| Mesirow Financial Investment Management, Inc. | 0.10% | Add +364.9% | 216,574 | $5.1M |
| Hancock Whitney Corp. | 0.09% | Reduce -2.4% | 213,103 | $5.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -40.5% | 210,243 | $4.9M |
| Winthrop Partners - WNY, LLC | 2.65% | — | 209,963 | $4.9M |
| Atria Investments, Inc | 0.06% | Add +112.5% | 209,362 | $4.9M |
| Snowden Capital Advisors LLC | 0.13% | Add +16.6% | 208,941 | $4.9M |
| Virginia Wealth Management Group, Inc. | 2.74% | Add +3.2% | 200,585 | $4.7M |
| Cherry Tree Wealth Management, LLC | 0.97% | Add +0.4% | 196,247 | $4.6M |
| Cetera Investment Advisers | 0.00% | Add +12.0% | 190,062 | $4.4M |
| 4Thought Financial Group Inc. | 2.20% | Add +4.4% | 189,820 | $4.4M |
| Sowell Financial Services LLC | 0.16% | Add +7.4% | 187,194 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.6% | 186,470 | $4.4M |
| Keeler Thomas Management LLC | 2.06% | Reduce -0.6% | 184,912 | $4.3M |
| Newman Dignan & Sheerar, Inc. | 0.89% | Add +4.3% | 182,489 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +67.0% | 181,576 | $4.2M |
| Syntegra Private Wealth Group, LLC | 0.39% | Add +14.3% | 181,465 | $4.2M |
"% 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.