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 |
| Mariner, LLC | 0.01% | Add +24.0% | 178,894 | $4.2M |
| Wilkins Miller Wealth Management, LLC | 2.48% | Add +4.8% | 178,255 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +55.2% | 176,825 | $4.1M |
| Eight 31 Financial, LLC | 2.24% | Add +7.4% | 174,442 | $4.1M |
| Leo Wealth, LLC | 0.30% | Add +1.2% | 173,943 | $4.1M |
| Members Wealth LLC | 2.54% | Add +1.7% | 172,835 | $4.1M |
| Regions Financial Corp. | 0.03% | Add +131.1% | 169,064 | $4.0M |
| First National Bank & Trust Co. of Newtown | 0.70% | Add +2.3% | 163,590 | $3.8M |
| Merit Financial Group, LLC | 0.03% | Add +28.0% | 162,307 | $3.8M |
| Rossmore Private Capital | 0.33% | Add +43.0% | 157,664 | $3.7M |
| Whalen Wealth Management Inc. | 1.97% | Reduce -38.0% | 156,998 | $3.7M |
| LFA - Lugano Financial Advisors SA | 1.83% | Reduce -3.5% | 151,513 | $3.5M |
| Littlejohn Financial Services, Inc. | 2.61% | Add +7.8% | 151,505 | $3.5M |
| Precedent Wealth Partners, LLC | 0.72% | Add +6.6% | 146,292 | $3.4M |
| Cornell Pochily Investment Advisors, Inc. | 0.99% | Add +26.0% | 145,878 | $3.4M |
| Strid Group, LLC | 0.42% | Add +106.6% | 142,635 | $3.3M |
| Stonebrook Private Inc. | 0.67% | Add +4.6% | 137,006 | $3.2M |
| Laurel Wealth Advisors LLC | 0.41% | Add +15.1% | 133,250 | $3.1M |
| Valmark Advisers, Inc. | 0.04% | Add +44.4% | 132,133 | $3.1M |
| Jones Financial Companies LLLP | 0.00% | Add +44.2% | 129,866 | $3.0M |
| Sonata Capital Group Inc. | 1.09% | Add +231.0% | 128,735 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +10.2% | 127,120 | $3.0M |
| Crews Bank & Trust | 0.42% | Add +17.8% | 125,550 | $2.9M |
| Harbor Advisory Corp. | 0.89% | Add +59.0% | 125,339 | $2.9M |
| Beese Fulmer Investment Management, Inc. | 0.19% | Add +14.0% | 123,418 | $2.9M |
| Adirondack Trust Co. | 0.95% | Add +11.0% | 122,958 | $2.9M |
| Kesler, Norman & Wride, LLC | 0.49% | Add +87.2% | 122,269 | $2.9M |
| LifePlan Financial, LLC | 2.07% | Add +1.7% | 115,595 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 111,526 | $2.6M |
| Marathon Mission, Inc. | 1.48% | Add +0.3% | 109,569 | $2.6M |
| Meitav Investment House Ltd. | 0.03% | Add +3.8% | 108,462 | $2.5M |
| Moneco Advisors, LLC | 0.20% | Add +4.5% | 106,544 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -0.1% | 106,192 | $2.5M |
| Frisch Financial Group, Inc. | 0.55% | Reduce -38.8% | 105,356 | $2.5M |
| Chesley Taft & Associates LLC | 0.09% | Add +7.3% | 101,900 | $2.4M |
| Breachway Investments LLC | 2.49% | — | 101,050 | $2.4M |
| Godshalk Welsh Capital Management, Inc. | 1.34% | Add +50.3% | 99,900 | $2.3M |
| Truist Financial Corp. | 0.00% | Add +6.2% | 97,320 | $2.3M |
| Composition Wealth, LLC | 0.03% | Add +12.7% | 95,233 | $2.2M |
| 4J Wealth Management LLC | 1.24% | Add +551.9% | 92,600 | $2.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.5% | 92,427 | $2.2M |
| FourThought Financial Partners, LLC | 0.18% | Add +35.2% | 89,377 | $2.1M |
| Sax Wealth Advisors, LLC | 0.10% | Add +1.7% | 89,348 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Add +22.9% | 88,582 | $2.1M |
| Associated Banc-Corp | 0.05% | Add +2.3% | 87,656 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Add +15.8% | 87,311 | $2.0M |
| Resonant Capital Advisors, LLC | 0.11% | Add +12.7% | 84,510 | $2.0M |
| Private Advisor Group, LLC | 0.01% | Add +28.1% | 84,002 | $2.0M |
| Wrapmanager Inc. | 0.65% | Reduce -18.0% | 81,595 | $1.9M |
| Cabot Wealth Management Inc. | 0.21% | Add +3.2% | 80,613 | $1.9M |
| Northstar Group, Inc. | 0.26% | New | 80,046 | $1.9M |
| Leavell Investment Management, Inc. | 0.07% | Add +46.4% | 76,196 | $1.8M |
| Cornerstone Planning, LLC | 0.41% | — | 75,828 | $1.8M |
| Covington Investment Advisors Inc. | 0.24% | New | 75,567 | $1.8M |
| Segment Wealth Management, LLC | 0.10% | Add +0.6% | 75,320 | $1.8M |
| Beacon Financial Group | 0.17% | Add +10.5% | 73,901 | $1.7M |
| Coldstream Capital Management Inc. | 0.02% | Add +2.0% | 73,423 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -55.2% | 71,721 | $1.7M |
| Advance Capital Management, Inc. | 0.07% | New | 70,735 | $1.7M |
| Jefferson Bridge Capital, LLC | 1.63% | — | 68,974 | $1.6M |
| Creative Planning | 0.00% | Add +18.2% | 68,676 | $1.6M |
| IFG Advisory, LLC | 0.07% | Add +3.9% | 68,536 | $1.6M |
| Fortis Capital Management LLC | 0.21% | Add +163.8% | 68,060 | $1.6M |
| Foundry Financial Group, Inc. | 0.77% | Add +39.2% | 65,516 | $1.5M |
| Harbor Investment Advisory, LLC | 0.11% | Add +164.2% | 65,092 | $1.5M |
| Romano Brothers and Company | 0.17% | Add +78.3% | 64,341 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.98% | Reduce -15.0% | 63,886 | $1.5M |
| Drive Wealth Management, LLC | 0.29% | Reduce -8.2% | 63,446 | $1.5M |
| Cowa, LLC | 0.45% | Reduce -2.1% | 62,894 | $1.5M |
| Cyr Financial Inc. | 0.90% | Add +0.8% | 61,613 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Add +11.8% | 60,761 | $1.4M |
| First Fiduciary Investment Counsel, Inc. | 0.27% | Add +18.1% | 60,345 | $1.4M |
| Comerica Bank | 0.01% | Add +10.8% | 60,197 | $1.4M |
| TFR Capital, LLC. | 0.46% | New | 59,758 | $1.4M |
| McGlone Suttner Wealth Management, Inc. | 0.19% | Add +42.8% | 59,157 | $1.4M |
| Camelot Portfolios, LLC | 0.86% | Reduce -14.2% | 59,018 | $1.4M |
| Seneca House Advisors | 0.50% | Reduce -8.5% | 57,146 | $1.3M |
| Great Diamond Partners, LLC | 0.25% | Add +139.9% | 54,500 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | Add +11.9% | 53,347 | $1.2M |
| Archford Capital Strategies, LLC | 0.14% | Reduce -0.9% | 52,645 | $1.2M |
| Integrated Wealth Concepts LLC | 0.01% | Add +28.6% | 52,295 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +42.0% | 51,114 | $1.2M |
| Woodley Farra Manion Portfolio Management Inc. | 0.06% | Add +412.4% | 50,497 | $1.2M |
| Journey Advisory Group, LLC | 0.10% | Add +5.9% | 50,100 | $1.2M |
| Madden Advisory Services, Inc. | 0.47% | Add +11.4% | 49,993 | $1.2M |
| Reliant Wealth Planning | 0.36% | Add +28.1% | 49,407 | $1.2M |
| Walleye Partners, LLC | 1.27% | — | 48,679 | $1.1M |
| Sightline Wealth Advisors, LLC | 0.46% | Add +22.0% | 46,022 | $1.1M |
| Gilbert & Cook, Inc. | 0.13% | New | 45,516 | $1.1M |
| Little House Capital LLC | 0.27% | Reduce -10.4% | 45,367 | $1.1M |
| Gilbert Capital Group, Inc. | 0.79% | Add +5.0% | 45,122 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -18.1% | 44,939 | $1.1M |
| Farmers National Bank | 0.23% | Add +2.0% | 44,068 | $1.0M |
| Bullock Wealth Management Group | 0.50% | — | 43,853 | $1.0M |
| Roble, Belko & Company, Inc | 0.13% | No change | 43,439 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Add +183.0% | 42,998 | $1.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.14% | New | 42,415 | $993K |
| Bank of New Hampshire | 0.22% | Reduce -1.1% | 41,590 | $973K |
| Farther Finance Advisors, LLC | 0.01% | Add +152.6% | 41,335 | $967K |
| CGN Advisors LLC | 0.08% | Reduce -0.4% | 41,131 | $963K |
| Snider Financial Group | 0.26% | Reduce -32.3% | 41,107 | $962K |
| Bank of Montreal | 0.00% | Add +91.7% | 40,779 | $955K |
| Blue Square Asset Management, LLC | 0.42% | Reduce -1.7% | 40,405 | $946K |
| Flow Traders U.S. LLC | 0.03% | Add +355.0% | 40,053 | $937K |
| Montecito Bank & Trust | 0.15% | Add +25.3% | 39,620 | $927K |
| STAR Financial Bank | 0.47% | Reduce -1.4% | 39,456 | $923K |
| Mendota Financial Group, LLC | 0.67% | Add +1.6% | 39,295 | $920K |
| Jacobi Capital Management LLC | 0.05% | New | 39,253 | $919K |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.7% | 38,751 | $907K |
| Threadgill Financial, LLC | 0.36% | New | 15,249 | $882K |
| Alliance Wealth Advisors, LLC | 0.18% | New | 36,309 | $850K |
| NewEdge Advisors, LLC | 0.00% | Reduce -88.7% | 35,617 | $834K |
| Alterna Wealth Management, Inc. | 0.66% | Reduce -1.6% | 34,078 | $798K |
| 10Elms LLP | 0.83% | Add +5.3% | 34,070 | $797K |
| First Interstate Bank | 0.04% | No change | 32,753 | $767K |
| Valley Wealth Managers, Inc. | 0.05% | Add +13.5% | 32,661 | $764K |
| Smith, Moore & Co. | 0.06% | Add +13.4% | 32,499 | $761K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +19.8% | 32,337 | $757K |
| Brookstone Capital Management | 0.01% | Reduce -0.6% | 31,896 | $747K |
| Heartland Bank & Trust Co | 0.29% | Add +58.2% | 29,604 | $693K |
| DecisionMap Wealth Management, LLC | 0.43% | Add +15.8% | 29,563 | $692K |
| Accretive Wealth Partners, LLC | 0.20% | Add +232.4% | 28,766 | $673K |
| Fifth Third Bancorp | 0.00% | Add +22.0% | 28,536 | $668K |
| Foundation Wealth Management, LLC | 0.45% | Add +27.5% | 27,893 | $653K |
| Curbstone Financial Management Corp | 0.12% | New | 27,542 | $645K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +1.1% | 27,484 | $643K |
| Advisory Services Network, LLC | 0.01% | Add +89.8% | 27,472 | $643K |
| River's Edge Wealth Management, LLC | 0.62% | — | 27,035 | $636K |
| Robinson Smith Wealth Advisors LLC | 0.43% | Add +1.3% | 26,908 | $630K |
| Redwood Financial Network Corp | 0.40% | Add +12.0% | 26,759 | $626K |
| Princeton Global Asset Management LLC | 0.10% | Add +65.1% | 26,534 | $621K |
| James Investment Research, Inc. | 0.07% | Reduce -3.7% | 26,340 | $616K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $609K |
| Focus Partners Wealth | 0.00% | New | 25,867 | $605K |
| Dearborn Partners LLC | 0.03% | Reduce -1.1% | 25,863 | $605K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Add +146.8% | 25,279 | $592K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +31.4% | 24,924 | $583K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 24,754 | $579K |
| Autumn Glory Partners, LLC | 0.20% | No change | 24,566 | $575K |
| Hobbs Group Advisors, LLC | 0.17% | New | 24,552 | $575K |
| Stokes Family Office, LLC | 0.05% | No change | 24,349 | $570K |
| Susquehanna International Group, LLP | 0.00% | New | 24,277 | $568K |
| Clearstead Advisors, LLC | 0.01% | Add +0.9% | 23,914 | $560K |
| Cfo Capital Management LLC | 0.42% | — | 23,804 | $557K |
| Austin Private Wealth, LLC | 0.04% | Reduce -4.0% | 23,762 | $556K |
| Focused Alpha, LLC | 0.16% | — | 23,668 | $554K |
| Naples Global Advisors, LLC | 0.04% | Add +16.1% | 23,505 | $550K |
| American Trust | 0.05% | Add +2.5% | 23,448 | $549K |
| StoneX Group Inc. | 0.02% | Add +34.4% | 22,520 | $527K |
| Ellis Investment Partners, LLC | 0.09% | New | 22,094 | $517K |
| 1900 Wealth Management LLC | 0.03% | No change | 21,682 | $507K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 21,238 | $497K |
| Gradient Capital Advisors, LLC | 0.13% | No change | 21,086 | $494K |
| Koshinski Asset Management, Inc. | 0.03% | Add +58.4% | 20,028 | $469K |
| Moors & Cabot, Inc. | 0.02% | Add +26.8% | 18,910 | $443K |
| Clearstead Trust, LLC | 0.07% | New | 18,454 | $432K |
| Straight Path Wealth Management | 0.12% | Add +19.4% | 18,435 | $431K |
| Ancora Advisors LLC | 0.01% | Add +18.6% | 18,396 | $431K |
| Granite Harbor Advisors, Inc. | 0.18% | Reduce -59.8% | 17,970 | $421K |
| Mutual Advisors, LLC | 0.01% | Add +0.4% | 17,968 | $421K |
| Barrett & Company, Inc. | 0.14% | Add +119.8% | 17,488 | $409K |
| Kintra Wealth, LLC | 0.06% | No change | 17,244 | $404K |
| Bradley & Co. Private Wealth Management, LLC | 0.22% | Reduce -6.7% | 17,151 | $401K |
| Integrated Advisors Network LLC | 0.02% | New | 16,788 | $393K |
| Simon Quick Advisors, LLC | 0.02% | Add +6.4% | 16,604 | $389K |
| Robbins Farley | 0.17% | Add +101.5% | 16,443 | $385K |
| Ledyard National Bank | 0.03% | Add +2.8% | 16,270 | $381K |
| Bank of New York Mellon Corp | 0.00% | Add +28.0% | 16,095 | $377K |
| MidFirst Bank | 0.03% | — | 15,868 | $371K |
| Beaumont Asset Management, L.L.C. | 0.18% | New | 15,601 | $365K |
| CVA Family Office, LLC | 0.04% | Add +247.8% | 14,955 | $350K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +7.9% | 14,626 | $342K |
| Tableaux LLC | 0.24% | Reduce -16.2% | 14,482 | $339K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -5.0% | 14,428 | $338K |
| XML Financial, LLC | 0.03% | New | 14,196 | $332K |
| Hyposwiss Advisors SA | 0.32% | — | 14,060 | $329K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +1.6% | 14,027 | $328K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +20.4% | 13,979 | $327K |
| Provenance Wealth Advisors, LLC | 0.04% | Reduce -37.2% | 13,527 | $317K |
| REDW Wealth LLC | 0.12% | No change | 13,420 | $314K |
| Element Wealth, LLC | 0.13% | Add +0.3% | 13,316 | $312K |
| Sarver Vrooman Wealth Advisors | 0.19% | Add +16.6% | 12,867 | $301K |
| Compound Planning, Inc. | 0.01% | Reduce -16.9% | 12,760 | $299K |
| Atwater Malick LLC | 0.08% | New | 12,673 | $297K |
| MML Investors Services, LLC | 0.00% | Add +30.8% | 12,660 | $296K |
| Carroll Advisory Group, LLC | 0.13% | — | 12,622 | $295K |
| Principal Securities, Inc. | 0.00% | Add +3.9% | 12,621 | $295K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +224.0% | 12,150 | $284K |
| Baird Financial Group, Inc. | 0.00% | Add +4.5% | 11,638 | $272K |
| Mgo One Seven LLC | 0.01% | Add +0.6% | 11,473 | $269K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +24.9% | 11,455 | $268K |
| Hanover Advisors Inc. | 0.10% | New | 11,406 | $267K |
| Nwam LLC | 0.01% | Add +0.9% | 11,308 | $265K |
| Mosaic Family Wealth Partners, LLC | 0.03% | Add +1.8% | 11,306 | $265K |
| Addison Advisors LLC | 0.06% | No change | 11,145 | $261K |
| GTS Securities LLC | 0.01% | New | 11,136 | $261K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,110 | $260K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -3.0% | 11,108 | $260K |
| Evergreen Wealth Partners LLC | 0.22% | — | 11,012 | $258K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 10,860 | $254K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.2% | 10,791 | $253K |
| MLP3, LLC | 0.26% | — | 10,252 | $240K |
| Midland Wealth Advisors, LLC | 0.01% | New | 10,086 | $236K |
| Dakota Wealth Management | 0.00% | Reduce -18.3% | 10,015 | $234K |
| Wiregrass Investment Management LLC | 0.20% | — | 10,000 | $234K |
| Crusonia Wealth Advisors LLC | 0.05% | — | 9,928 | $232K |
| WJ Wealth Management, LLC | 0.10% | New | 9,800 | $229K |
| Miller Capital Partners, Inc. | 0.12% | — | 9,675 | $226K |
| Harbour Investments, Inc. | 0.00% | Add +2.6% | 9,426 | $221K |
| Phillips Financial Management, LLC | 0.01% | No change | 9,251 | $217K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 9,080 | $213K |
| Scotia Capital Inc. | 0.00% | No change | 8,900 | $208K |
| Retirement Income Solutions, Inc. | 0.03% | New | 8,548 | $200K |
| Signaturefd, LLC | 0.00% | Add +2.5% | 8,542 | $200K |
| FMR LLC | 0.00% | New | 7,972 | $187K |
| McIlrath & Eck, LLC | 0.02% | Add +165.7% | 7,045 | $165K |
| CIBC Private Wealth Group LLC | 0.00% | New | 6,747 | $158K |
| International Assets Investment Management, LLC | 0.01% | New | 6,332 | $148K |
| Bogart Wealth, LLC | 0.01% | No change | 5,693 | $133K |
| Flagship Harbor Advisors, LLC | 0.01% | New | 5,625 | $132K |
| Bokf, NA | 0.00% | New | 5,386 | $126K |
| GAMMA Investing LLC | 0.01% | Add +9.3% | 5,284 | $124K |
| SageView Advisory Group, LLC | 0.00% | New | 5,049 | $118K |
| High Note Wealth, LLC | 0.02% | New | 4,470 | $105K |
| Trust Co | 0.01% | Add +22.2% | 4,003 | $94K |
| AE Wealth Management LLC | 0.00% | Add +376.2% | 3,881 | $91K |
| HHM Wealth Advisors, LLC | 0.01% | New | 3,830 | $90K |
| 2UniFi Bank | 0.04% | No change | 3,682 | $86K |
| CNB Bank | 0.03% | Reduce -40.4% | 3,400 | $80K |
| National Bank of Canada | 0.00% | Add +52.5% | 3,064 | $72K |
| Barclays PLC | 0.00% | New | 2,850 | $67K |
| Larson Financial Group LLC | 0.00% | Reduce -7.9% | 2,507 | $59K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,300 | $54K |
| Burkett Financial Services, LLC | 0.02% | New | 2,100 | $49K |
| Stephens Consulting, LLC | 0.01% | New | 1,583 | $37K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -42.4% | 1,529 | $36K |
| Coastline Trust Co | 0.00% | No change | 1,480 | $35K |
| Private Trust Co. NA | 0.00% | Reduce -5.9% | 1,398 | $33K |
| PNC Financial Services Group, Inc. | 0.00% | Add +97.2% | 1,359 | $32K |
| 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% | No change | 1,000 | $23K |
| Pioneer Family Office, LLC | 0.01% | — | 910 | $21K |
| AlphaCore Capital LLC | 0.00% | No change | 870 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.5% | 868 | $20K |
| Blue Trust, Inc. | 0.00% | Add +1.5% | 811 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.7% | 761 | $18K |
| Venturi Wealth Management, LLC | 0.00% | No change | 717 | $17K |
| Key Financial Inc | 0.00% | No change | 642 | $15K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 530 | $12K |
| Rossby Financial, LCC | 0.00% | Reduce -41.3% | 430 | $10K |
| First PREMIER Bank | 0.00% | No change | 329 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 325 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 162 | $4K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 112 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.5% | 68 | $2K |
| Aventura Private Wealth, LLC | 0.00% | No change | 55 | $1K |
"% 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.