iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q1 2026 (March 31)384holders +27
53new positions
26sold out
1famous investor
$23.26avg. 13F price*
At the end of Q1 2026, 384 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 27 from Q4 2025. 53 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($170.1M), Morgan Stanley ($155.7M) and Aptus Capital Advisors, LLC ($148.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $41.1M |
| Exits | 26 | $26.7M |
All 13F filers, Q4 2025 → Q1 2026: 15,083,770 shares bought and 3,066,523 shares sold, net +12,017,247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 384 holders
| Bank of America Corp. | 0.01% | Add +0.1% | 7,313,604 | $170.1M |
| Morgan Stanley | 0.01% | Add +21.5% | 6,692,831 | $155.7M |
| Aptus Capital Advisors, LLC | 1.25% | Reduce -4.2% | 6,381,013 | $148.4M |
| Capital Advisors Inc. | 1.90% | Add +5.9% | 5,083,616 | $118.2M |
| Mercer Global Advisors Inc. | 0.17% | Reduce -10.3% | 5,033,782 | $117.1M |
| Shufro Rose & Co. LLC | 6.31% | Add +4.5% | 3,978,128 | $92.5M |
| Capital Investment Advisors, LLC | 1.31% | Add +3.8% | 3,864,206 | $89.9M |
| UBS Group AG | 0.02% | Add +4.8% | 3,681,557 | $85.6M |
| Lido Advisors, LLC | 0.30% | Add +129.3% | 3,267,016 | $76.0M |
| Raymond James Financial Inc. | 0.02% | Add +7.5% | 3,172,199 | $73.8M |
| HM Payson & Co. | 0.95% | Add +30.8% | 2,827,401 | $65.8M |
| LPL Financial LLC | 0.01% | Add +11.7% | 2,383,159 | $55.4M |
| Royal Bank of Canada | 0.01% | Add +7.3% | 2,340,571 | $54.4M |
| Wells Fargo & Company | 0.01% | Add +1.1% | 2,125,189 | $49.4M |
| Summitry LLC | 1.57% | Add +3.7% | 1,905,503 | $44.3M |
| HighTower Advisors, LLC | 0.05% | Add +5.3% | 1,864,585 | $43.4M |
| Sound View Wealth Advisors Group, LLC | 2.79% | Add +9.5% | 1,766,350 | $41.1M |
| Woodmont Investment Counsel LLC | 2.51% | Add +0.4% | 1,751,750 | $40.7M |
| Klingman & Associates, LLC | 1.78% | Add +2.7% | 1,580,678 | $36.8M |
| Sigma Investment Counselors Inc. | 1.90% | Add +1.9% | 1,543,187 | $35.9M |
| Gratus Wealth Advisors, LLC | 5.08% | Add +6.2% | 1,509,083 | $35.1M |
| Venture Visionary Partners LLC | 1.16% | Add +10.5% | 1,493,666 | $34.7M |
| Wealthcare Advisory Partners LLC | 0.54% | Add +3.3% | 1,182,371 | $27.5M |
| Meiji Yasuda Life Insurance Co | 0.94% | Add +25.7% | 1,179,000 | $27.4M |
| Seven Springs Wealth Group, LLC | 6.38% | Add +1.3% | 1,164,618 | $27.1M |
| Kathmere Capital Management, LLC | 1.66% | Add +11.4% | 1,154,298 | $26.8M |
| RVW Wealth, LLC | 2.08% | Add +8.4% | 1,148,779 | $26.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -4.5% | 1,146,128 | $26.7M |
| Advisors Capital Management, LLC | 0.31% | Add +3.6% | 1,136,986 | $26.4M |
| Summit Financial, LLC | 0.33% | Add +4.2% | 1,113,705 | $25.9M |
| Ameriprise Financial Inc. | 0.01% | Add +3.9% | 1,099,485 | $25.6M |
| Howland Capital Management LLC | 0.93% | Add +4.7% | 1,015,407 | $23.6M |
| Threadgill Financial, LLC | 6.24% | Add +5955.7% | 923,433 | $21.5M |
| MV Capital Management, Inc. | 1.99% | Add +9.6% | 871,158 | $20.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +19.1% | 806,928 | $18.8M |
| Summit Asset Management, LLC | 2.52% | Add +1.2% | 778,230 | $18.1M |
| US Bancorp \de | 0.02% | Add +9.4% | 687,363 | $16.0M |
| First National Trust Co | 0.52% | Add +32.3% | 661,254 | $15.4M |
| Captrust Financial Advisors | 0.03% | Add +10.6% | 653,285 | $15.2M |
| Arrow Financial Corp | 1.50% | Add +6.3% | 641,623 | $14.9M |
| BlackRock, Inc. | 0.00% | Add +59.5% | 615,014 | $14.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.6% | 593,674 | $13.8M |
| Stifel Financial Corp. | 0.01% | Reduce -20.6% | 563,068 | $13.1M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +9.4% | 562,146 | $13.1M |
| Ironwood Financial, llc | 2.27% | Add +4.1% | 559,085 | $13.0M |
| Novem Group | 1.48% | Add +17.2% | 551,506 | $12.8M |
| Windsor Capital Management, LLC | 3.78% | Add +3.6% | 543,324 | $12.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.7% | 530,040 | $12.3M |
| Ruggaard & Associates LLC | 4.72% | Add +1.9% | 511,829 | $11.9M |
| Lyell Wealth Management, LP | 0.86% | Add +3.8% | 504,623 | $11.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.51% | Add +22.7% | 503,946 | $11.7M |
| Probity Advisors, Inc. | 1.84% | Add +10.6% | 500,441 | $11.6M |
| Glenview Trust Co | 0.18% | Add +33.3% | 495,075 | $11.5M |
| CENTRAL TRUST Co | 0.22% | Add +10.8% | 483,346 | $11.2M |
| Commonwealth Financial Services, LLC | 1.71% | Add +7.3% | 464,345 | $10.8M |
| Motley Fool Wealth Management, LLC | 1.21% | Reduce -24.5% | 461,783 | $10.7M |
| Mesirow Financial Investment Management, Inc. | 0.17% | Add +109.8% | 454,359 | $10.6M |
| Rebalance, LLC | 0.61% | Add +4.0% | 453,018 | $10.5M |
| ES4, LLC | 6.80% | New | 452,711 | $10.5M |
| Parkway Wealth Management Group, LLC | 1.28% | Add +11.0% | 436,736 | $10.2M |
| Benjamin Edwards Inc. | 0.10% | Add +2.1% | 430,083 | $10.0M |
| MCF Advisors LLC | 0.43% | Add +14.4% | 424,253 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +97.0% | 414,147 | $9.6M |
| Spinnaker Trust | 0.53% | Add +34.8% | 410,790 | $9.6M |
| First International Bank of Israel Ltd. | 2.70% | Reduce -0.2% | 395,000 | $9.2M |
| Peloton Wealth Strategists | 3.81% | Add +4.8% | 393,645 | $9.2M |
| Citadel Advisors | 0.01% | Add +744.7% | 379,604 | $8.8M |
| Cornerstone Planning, LLC | 1.90% | Add +376.6% | 361,431 | $8.4M |
| Stratos Wealth Partners, LTD. | 0.09% | Add +85.9% | 337,543 | $7.9M |
| Guidance Point Advisors, LLC | 1.82% | Add +2.5% | 322,288 | $7.5M |
| Arcadia Investment Advisors LLC | 3.53% | Add +6.8% | 321,596 | $7.5M |
| Allworth Financial LP | 0.03% | New | 315,742 | $7.3M |
| LBMC Investment Advisors, LLC | 0.44% | Add +12.3% | 307,572 | $7.2M |
| Envision Financial Planning, LLC | 2.55% | Reduce -1.0% | 303,396 | $7.1M |
| Praetorian Wealth Management, Inc. | 1.28% | Add +7.3% | 290,013 | $6.7M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +1.5% | 280,211 | $6.5M |
| Equitable Holdings, Inc. | 0.04% | Add +549.4% | 279,221 | $6.5M |
| Parallel Advisors, LLC | 0.12% | Reduce -0.1% | 278,792 | $6.5M |
| InvesTrust | 2.67% | Add +8.2% | 273,075 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +16.3% | 267,290 | $6.2M |
| IFP Advisors, Inc | 0.13% | Add +12.5% | 265,916 | $6.2M |
| Cwm, LLC | 0.02% | Add +15.6% | 263,881 | $6.1M |
| Penobscot Investment Management Company, Inc. | 0.48% | Add +7.7% | 262,865 | $6.1M |
| OneDigital Investment Advisors LLC | 0.06% | Add +0.4% | 246,980 | $5.7M |
| Hamel Associates, Inc. | 1.64% | Add +8.3% | 246,702 | $5.7M |
| Signature Wealth Management Group | 2.17% | Reduce -0.1% | 245,791 | $5.7M |
| Atlantic Union Bankshares Corp | 0.11% | Add +0.4% | 240,181 | $5.6M |
| Krilogy Financial LLC | 0.17% | Add +1.4% | 226,415 | $5.3M |
| Hancock Whitney Corp. | 0.09% | Add +5.5% | 224,933 | $5.2M |
| Atria Investments, Inc | 0.06% | Add +7.2% | 224,513 | $5.2M |
| Houlihan Financial Resource Group, Ltd. | 2.02% | Add +1.9% | 223,165 | $5.2M |
| Strid Group, LLC | 0.64% | Add +55.7% | 222,108 | $5.2M |
| Snowden Capital Advisors LLC | 0.14% | Add +4.9% | 219,212 | $5.1M |
| Winthrop Partners - WNY, LLC | 2.70% | Add +3.9% | 218,202 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +11.5% | 207,891 | $4.8M |
| Merit Financial Group, LLC | 0.04% | Add +27.9% | 207,637 | $4.8M |
| Susquehanna International Group, LLP | 0.01% | Add +745.4% | 205,230 | $4.8M |
| Cetera Investment Advisers | 0.00% | Add +5.2% | 199,905 | $4.6M |
| United Capital Financial Advisors, LLC | 0.03% | Add +57.3% | 199,987 | $4.6M |
| Virginia Wealth Management Group, Inc. | 2.48% | Reduce -0.7% | 199,115 | $4.6M |
| Cherry Tree Wealth Management, LLC | 0.96% | Reduce -0.3% | 195,635 | $4.6M |
| Regions Financial Corp. | 0.03% | Add +15.1% | 194,602 | $4.5M |
| Sowell Financial Services LLC | 0.17% | Add +3.2% | 193,237 | $4.5M |
| Leo Wealth, LLC | 0.32% | Add +9.9% | 191,154 | $4.4M |
| Chicago Partners Investment Group LLC | 0.10% | Add +1643.7% | 188,158 | $4.4M |
| 4Thought Financial Group Inc. | 2.15% | Reduce -1.7% | 186,651 | $4.3M |
| Cornell Pochily Investment Advisors, Inc. | 1.27% | Add +27.3% | 185,624 | $4.3M |
| Members Wealth LLC | 2.56% | Add +6.3% | 183,769 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -36.1% | 183,465 | $4.3M |
| Crews Bank & Trust | 0.62% | Add +46.0% | 183,305 | $4.3M |
| JPMorgan Chase & Co. | 0.00% | Add +156.3% | 183,784 | $4.3M |
| Newman Dignan & Sheerar, Inc. | 0.89% | Add +0.0% | 182,557 | $4.2M |
| Mariner, LLC | 0.00% | Add +1.7% | 181,976 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 177,512 | $4.1M |
| Syntegra Private Wealth Group, LLC | 0.39% | Reduce -2.7% | 176,508 | $4.1M |
| Wilkins Miller Wealth Management, LLC | 2.48% | Reduce -1.2% | 176,133 | $4.1M |
| Kesler, Norman & Wride, LLC | 0.69% | Add +40.8% | 172,172 | $4.0M |
| Rossmore Private Capital | 0.35% | Add +8.5% | 171,103 | $4.0M |
| Eight 31 Financial, LLC | 2.39% | Reduce -2.3% | 170,378 | $4.0M |
| Sonata Capital Group Inc. | 1.42% | Add +28.2% | 165,016 | $3.8M |
| Integrated Wealth Concepts LLC | 0.03% | Add +208.0% | 161,067 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +24.2% | 161,319 | $3.7M |
| Whalen Wealth Management Inc. | 1.95% | Reduce -0.2% | 156,631 | $3.6M |
| Precedent Wealth Partners, LLC | 0.71% | Add +4.1% | 152,340 | $3.5M |
| Adirondack Trust Co. | 1.19% | Add +23.5% | 151,872 | $3.5M |
| LFA - Lugano Financial Advisors SA | 1.78% | Add +0.1% | 151,643 | $3.5M |
| Harbor Advisory Corp. | 1.04% | Add +18.8% | 148,903 | $3.5M |
| Heartland Bank & Trust Co | 0.78% | Add +401.6% | 148,493 | $3.5M |
| Valmark Advisers, Inc. | 0.04% | Add +10.6% | 146,110 | $3.4M |
| Fulton Breakefield Broenniman LLC | 0.22% | New | 145,005 | $3.4M |
| Laurel Wealth Advisors LLC | 0.33% | Add +8.5% | 144,615 | $3.4M |
| Littlejohn Financial Services, Inc. | 2.52% | Reduce -5.0% | 143,958 | $3.3M |
| Composition Wealth, LLC | 0.05% | Add +49.4% | 142,265 | $3.3M |
| Stonebrook Private Inc. | 0.70% | Add +3.4% | 141,720 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +32.7% | 140,902 | $3.3M |
| Beese Fulmer Investment Management, Inc. | 0.21% | Add +13.7% | 140,301 | $3.3M |
| Godshalk Welsh Capital Management, Inc. | 1.79% | Add +32.9% | 132,750 | $3.1M |
| MML Investors Services, LLC | 0.01% | Add +908.9% | 127,728 | $3.0M |
| FourThought Financial Partners, LLC | 0.25% | Add +38.0% | 123,350 | $2.9M |
| LifePlan Financial, LLC | 2.11% | Add +6.0% | 122,537 | $2.9M |
| Moneco Advisors, LLC | 0.22% | Add +13.1% | 120,459 | $2.8M |
| Roble, Belko & Company, Inc | 0.35% | Add +174.7% | 119,309 | $2.8M |
| 4J Wealth Management LLC | 1.57% | Add +28.5% | 118,996 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +25.9% | 116,400 | $2.7M |
| EP Wealth Advisors, LLC | 0.01% | Add +3.9% | 115,860 | $2.7M |
| Fifth Third Bancorp | 0.00% | Add +303.4% | 115,102 | $2.7M |
| Marathon Mission, Inc. | 1.55% | Add +4.8% | 114,818 | $2.7M |
| Belpointe Asset Management LLC | 0.10% | Add +28.0% | 113,363 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 110,988 | $2.6M |
| Madden Advisory Services, Inc. | 0.99% | Add +116.9% | 108,450 | $2.5M |
| Keeler Thomas Management LLC | 1.05% | Reduce -42.2% | 106,833 | $2.5M |
| Beaumont Asset Management, L.L.C. | 1.11% | Add +580.9% | 106,225 | $2.5M |
| AssuredPartners Investment Advisors, LLC | 0.27% | New | 106,604 | $2.5M |
| Breachway Investments LLC | 2.34% | Add +4.2% | 105,268 | $2.4M |
| Chesley Taft & Associates LLC | 0.10% | Add +1.0% | 102,900 | $2.4M |
| First National Bank & Trust Co. of Newtown | 0.51% | Reduce -38.1% | 101,290 | $2.4M |
| 10Elms LLP | 1.59% | Add +185.9% | 97,421 | $2.3M |
| Northstar Group, Inc. | 0.33% | Add +20.0% | 96,041 | $2.2M |
| Resonant Capital Advisors, LLC | 0.12% | Add +12.7% | 95,276 | $2.2M |
| Associated Banc-Corp | 0.06% | Add +6.4% | 93,278 | $2.2M |
| Meridian Wealth Management, LLC | 0.08% | Add +5.4% | 92,010 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +8.8% | 91,405 | $2.1M |
| Meitav Investment House Ltd. | 0.02% | Reduce -15.8% | 91,350 | $2.1M |
| Cabot Wealth Management Inc. | 0.24% | Add +12.5% | 90,707 | $2.1M |
| Sax Wealth Advisors, LLC | 0.10% | No change | 89,348 | $2.1M |
| Segment Wealth Management, LLC | 0.12% | Add +18.4% | 89,205 | $2.1M |
| Leavell Investment Management, Inc. | 0.08% | Add +16.1% | 88,446 | $2.1M |
| Covington Investment Advisors Inc. | 0.29% | Add +12.6% | 85,061 | $2.0M |
| Harbor Investment Advisory, LLC | 0.16% | Add +30.0% | 84,646 | $2.0M |
| Wrapmanager Inc. | 0.67% | Add +2.3% | 83,449 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | Add +11.1% | 81,553 | $1.9M |
| Woodley Farra Manion Portfolio Management Inc. | 0.09% | Add +58.6% | 80,114 | $1.9M |
| Romano Brothers and Company | 0.20% | Add +19.9% | 77,114 | $1.8M |
| Beacon Financial Group | 0.18% | Add +3.2% | 76,249 | $1.8M |
| Advance Capital Management, Inc. | 0.06% | Add +0.7% | 71,213 | $1.7M |
| Creative Planning | 0.00% | Add +3.5% | 71,117 | $1.7M |
| Jefferson Bridge Capital, LLC | 1.63% | Add +2.6% | 70,745 | $1.6M |
| Great Diamond Partners, LLC | 0.30% | Add +22.7% | 66,876 | $1.6M |
| Truist Financial Corp. | 0.00% | Reduce -31.3% | 66,825 | $1.6M |
| Cowa, LLC | 0.45% | Add +5.5% | 66,319 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.20% | Add +11.1% | 65,713 | $1.5M |
| TFR Capital, LLC. | 0.47% | Add +9.3% | 65,311 | $1.5M |
| Fortis Capital Management LLC | 0.20% | Reduce -7.2% | 63,157 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.99% | Reduce -1.7% | 62,774 | $1.5M |
| Foundry Financial Group, Inc. | 0.72% | Reduce -4.6% | 62,494 | $1.5M |
| Cyr Financial Inc. | 0.82% | Reduce -2.9% | 59,848 | $1.4M |
| First Fiduciary Investment Counsel, Inc. | 0.28% | Reduce -1.8% | 59,253 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | Reduce -3.6% | 58,599 | $1.4M |
| Drive Wealth Management, LLC | 0.27% | Reduce -13.7% | 54,735 | $1.3M |
| Bullock Wealth Management Group | 0.64% | Add +24.9% | 54,751 | $1.3M |
| Sightline Wealth Advisors, LLC | 0.53% | Add +17.8% | 54,191 | $1.3M |
| Reliant Wealth Planning | 0.38% | Add +8.6% | 53,646 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +26.8% | 52,431 | $1.2M |
| Archford Capital Strategies, LLC | 0.14% | Reduce -1.9% | 51,627 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.08% | New | 51,362 | $1.2M |
| Journey Advisory Group, LLC | 0.10% | No change | 50,100 | $1.2M |
| Camelot Portfolios, LLC | 0.87% | Reduce -15.3% | 50,000 | $1.2M |
| High Note Wealth, LLC | 0.23% | Add +1018.5% | 49,997 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Reduce -2.5% | 49,864 | $1.2M |
| Walleye Partners, LLC | 1.40% | Add +0.8% | 49,046 | $1.1M |
| Jacobi Capital Management LLC | 0.06% | Add +21.7% | 47,754 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | New | 47,351 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | New | 47,365 | $1.1M |
| Montecito Bank & Trust | 0.18% | Add +19.1% | 47,169 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.20% | Add +85.1% | 46,786 | $1.1M |
| Gilbert Capital Group, Inc. | 0.83% | Add +2.5% | 46,269 | $1.1M |
| Farmers National Bank | 0.23% | Add +1.4% | 44,709 | $1.0M |
| Bank of New Hampshire | 0.23% | Add +4.9% | 43,640 | $1.0M |
| Gilbert & Cook, Inc. | 0.13% | Reduce -7.0% | 42,310 | $984K |
| Seneca House Advisors | 0.38% | Reduce -28.6% | 40,783 | $949K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.9% | 40,266 | $933K |
| Mendota Financial Group, LLC | 0.68% | Add +0.8% | 39,591 | $921K |
| Little House Capital LLC | 0.24% | Reduce -13.1% | 39,443 | $917K |
| Blue Square Asset Management, LLC | 0.43% | Reduce -3.9% | 38,835 | $903K |
| Granite Harbor Advisors, Inc. | 0.39% | Add +113.9% | 38,444 | $894K |
| First Interstate Bank | 0.05% | Add +12.8% | 36,932 | $859K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -31.0% | 36,818 | $856K |
| Valley Wealth Managers, Inc. | 0.05% | Add +12.3% | 36,675 | $853K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 35,665 | $830K |
| Duncker Streett & Co. Inc. | 0.15% | Add +41.5% | 35,029 | $815K |
| Accretive Wealth Partners, LLC | 0.23% | Add +19.0% | 34,239 | $796K |
| Alterna Wealth Management, Inc. | 0.60% | No change | 34,078 | $793K |
| Bank of New York Mellon Corp | 0.00% | Add +105.6% | 33,098 | $770K |
| Snider Financial Group | 0.23% | Reduce -19.7% | 33,020 | $768K |
| Brookstone Capital Management | 0.01% | Add +2.1% | 32,578 | $758K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 32,337 | $752K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +23.6% | 30,807 | $717K |
| Aprio Wealth Management, LLC | 0.04% | New | 30,632 | $712K |
| DecisionMap Wealth Management, LLC | 0.46% | Add +3.3% | 30,543 | $710K |
| Foundation Wealth Management, LLC | 0.47% | Add +7.6% | 30,014 | $698K |
| OFS Enterprise LLC | 0.20% | — | 29,750 | $692K |
| Princeton Global Asset Management LLC | 0.11% | Add +10.9% | 29,435 | $685K |
| CGN Advisors LLC | 0.05% | Reduce -28.9% | 29,222 | $680K |
| Smith, Moore & Co. | 0.05% | Reduce -10.7% | 29,020 | $675K |
| Autumn Glory Partners, LLC | 0.25% | Add +17.3% | 28,820 | $670K |
| Curbstone Financial Management Corp | 0.13% | Add +4.4% | 28,742 | $669K |
| Redwood Financial Network Corp | 0.43% | Add +4.4% | 27,933 | $650K |
| CVA Family Office, LLC | 0.07% | Add +85.4% | 27,720 | $645K |
| River's Edge Wealth Management, LLC | 0.59% | Add +0.3% | 27,118 | $632K |
| Robinson Smith Wealth Advisors LLC | 0.42% | Add +0.1% | 26,940 | $627K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -4.1% | 26,369 | $613K |
| Dearborn Partners LLC | 0.03% | Add +1.5% | 26,251 | $611K |
| Cfo Capital Management LLC | 0.50% | Add +10.3% | 26,255 | $609K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $605K |
| Tableaux LLC | 0.29% | Add +78.3% | 25,817 | $601K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +122.0% | 25,434 | $592K |
| ADG Wealth Management Group, LLC | 0.41% | New | 25,425 | $591K |
| Focused Alpha, LLC | 0.18% | Add +7.1% | 25,348 | $590K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +18.9% | 25,263 | $588K |
| Clearstead Advisors, LLC | 0.01% | Add +5.3% | 25,189 | $586K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.4% | 25,175 | $586K |
| Cerity Partners LLC | 0.00% | New | 24,563 | $571K |
| Stokes Family Office, LLC | 0.06% | No change | 24,349 | $566K |
| Ellis Investment Partners, LLC | 0.10% | Add +8.0% | 23,862 | $555K |
| Naples Global Advisors, LLC | 0.04% | Add +1.1% | 23,770 | $553K |
| American Trust | 0.05% | No change | 23,448 | $545K |
| HORAN Wealth, LLC | 0.05% | New | 22,465 | $526K |
| Mosaic Family Wealth Partners, LLC | 0.05% | Add +99.6% | 22,570 | $525K |
| Barrett & Company, Inc. | 0.18% | Add +28.7% | 22,503 | $523K |
| James Investment Research, Inc. | 0.06% | Reduce -16.4% | 22,010 | $512K |
| First Manhattan Co. Llc. | 0.00% | New | 21,794 | $507K |
| Baird Financial Group, Inc. | 0.00% | Add +84.2% | 21,440 | $499K |
| Moors & Cabot, Inc. | 0.02% | Add +12.3% | 21,238 | $494K |
| Gradient Capital Advisors, LLC | 0.13% | No change | 21,086 | $490K |
| MidFirst Bank | 0.04% | Add +29.3% | 20,518 | $477K |
| Koshinski Asset Management, Inc. | 0.03% | Add +2.3% | 20,483 | $476K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +34.9% | 19,725 | $459K |
| Wiregrass Investment Management LLC | 0.37% | Add +90.0% | 19,000 | $442K |
| Straight Path Wealth Management | 0.12% | Add +1.6% | 18,733 | $436K |
| Integrated Advisors Network LLC | 0.02% | Add +11.5% | 18,723 | $435K |
| Robbins Farley | 0.19% | Add +13.1% | 18,593 | $432K |
| Clearstead Trust, LLC | 0.07% | No change | 18,454 | $429K |
| Ancora Advisors LLC | 0.01% | No change | 18,396 | $428K |
| Gryphon Financial Partners LLC | 0.04% | New | 18,386 | $428K |
| Spartan Wealth Advisory Services LLC | 0.04% | — | 18,169 | $423K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.7% | 17,840 | $415K |
| Bradley & Co. Private Wealth Management, LLC | 0.21% | No change | 17,151 | $399K |
| Element Wealth, LLC | 0.16% | Add +28.4% | 17,101 | $398K |
| Clear Harbor Asset Management, LLC | 0.03% | New | 17,000 | $395K |
| Simon Quick Advisors, LLC | 0.02% | No change | 16,604 | $386K |
| Summit Wealth Partners, LLC | 0.06% | New | 16,506 | $384K |
| XML Financial, LLC | 0.03% | Add +13.9% | 16,175 | $376K |
| Ledyard National Bank | 0.03% | Reduce -5.9% | 15,313 | $356K |
| 1900 Wealth Management LLC | 0.02% | Reduce -30.9% | 14,985 | $349K |
| Lee Financial Co | 0.05% | New | 14,550 | $338K |
| Hills Bank & Trust Co | 0.02% | New | 14,430 | $336K |
| KOM Wealth Management Group, LLC | 0.23% | New | 14,283 | $332K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +0.8% | 14,133 | $329K |
| Hyposwiss Advisors SA | 0.32% | No change | 14,060 | $327K |
| WJ Wealth Management, LLC | 0.15% | Add +42.9% | 14,000 | $326K |
| Sarver Vrooman Wealth Advisors | 0.20% | Add +7.0% | 13,764 | $320K |
| REDW Wealth LLC | 0.13% | Add +2.5% | 13,761 | $320K |
| Beacon Financial Planning, Inc. | 0.12% | New | 13,706 | $319K |
| United Community Bank | 0.10% | New | 13,150 | $306K |
| Financial Advisory Corp | 0.04% | New | 13,101 | $305K |
| One Day In July LLC | 0.02% | New | 12,942 | $301K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | Reduce -95.2% | 11,661 | $296K |
| Atwater Malick LLC | 0.08% | No change | 12,673 | $295K |
| Principal Securities, Inc. | 0.00% | No change | 12,621 | $294K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 12,559 | $292K |
| Mgo One Seven LLC | 0.01% | Add +7.8% | 12,372 | $288K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 12,150 | $283K |
| Arkadios Wealth Advisors | 0.00% | New | 12,034 | $280K |
| MLP3, LLC | 0.30% | Add +14.6% | 11,750 | $273K |
| Addison Advisors LLC | 0.06% | Add +2.8% | 11,455 | $266K |
| Hanover Advisors Inc. | 0.11% | Add +0.4% | 11,455 | $266K |
| Nwam LLC | 0.02% | Add +0.6% | 11,375 | $265K |
| Rothschild Wealth LLC | 0.02% | New | 11,315 | $263K |
| Signaturefd, LLC | 0.00% | Add +32.2% | 11,293 | $263K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,110 | $258K |
| Evergreen Wealth Partners LLC | 0.19% | Reduce -0.5% | 10,954 | $255K |
| ProVise Management Group, LLC | 0.02% | New | 10,840 | $252K |
| Maridea Wealth Management LLC | 0.04% | New | 10,801 | $251K |
| Briggs Wealth Management, Inc | 0.26% | New | 10,702 | $249K |
| Seeds Investor LLC | 0.03% | New | 10,589 | $247K |
| Provenance Wealth Advisors, LLC | 0.03% | Reduce -22.0% | 10,550 | $245K |
| Midland Wealth Advisors, LLC | 0.01% | Add +4.2% | 10,508 | $244K |
| Crusonia Wealth Advisors LLC | 0.05% | Add +5.8% | 10,506 | $244K |
| Ritholtz Wealth Management | 0.00% | New | 10,477 | $244K |
| Advisor OS, LLC | 0.02% | New | 10,317 | $240K |
| Bessemer Group Inc. | 0.00% | New | 10,174 | $237K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,069 | $234K |
| Arnold Financial Planning LLC | 0.21% | New | 9,857 | $229K |
| Independent Advisor Alliance | 0.00% | New | 9,781 | $228K |
| Csenge Advisory Group | 0.01% | New | 9,771 | $227K |
| McIlrath & Eck, LLC | 0.02% | Add +38.4% | 9,752 | $227K |
| Banque Cantonale Vaudoise | 0.01% | Reduce -32.6% | 9,719 | $226K |
| Miller Capital Partners, Inc. | 0.11% | No change | 9,675 | $225K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 9,489 | $221K |
| Whitener Capital Management, Inc. | 0.05% | New | 9,400 | $219K |
| WealthPlan Investment Management, LLC | 0.01% | New | 9,325 | $217K |
| Phillips Financial Management, LLC | 0.02% | No change | 9,251 | $215K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.2% | 9,194 | $214K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 9,113 | $212K |
| MinichMacGregor Wealth Management, LLC | 0.04% | No change | 9,080 | $211K |
| Scotia Capital Inc. | 0.00% | No change | 8,900 | $207K |
| Choreo, LLC | 0.00% | New | 8,721 | $203K |
| Plancorp, LLC | 0.01% | New | 8,665 | $201K |
| International Assets Investment Management, LLC | 0.01% | Add +36.2% | 8,627 | $200K |
| Bogart Wealth, LLC | 0.01% | Add +48.5% | 8,457 | $197K |
| Intentional Wealth Strategies, LLC | 0.13% | — | 6,086 | $142K |
| FMR LLC | 0.00% | Reduce -26.0% | 5,900 | $137K |
| GAMMA Investing LLC | 0.01% | No change | 5,284 | $123K |
| Miller Global Investments, LLC | 0.09% | New | 4,200 | $98K |
| Trust Co | 0.01% | Add +0.4% | 4,018 | $93K |
| AE Wealth Management LLC | 0.00% | No change | 3,881 | $90K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,830 | $89K |
| 2UniFi Bank | 0.04% | No change | 3,682 | $86K |
| Truvestments Capital LLC | 0.01% | New | 3,498 | $81K |
| CNB Bank | 0.03% | Reduce -0.5% | 3,384 | $79K |
| National Bank of Canada | 0.00% | Add +6.5% | 3,263 | $76K |
| Townsend Asset Management Corp. /NC/ | 0.03% | New | 3,210 | $75K |
| Napier Financial, LLC | 0.02% | New | 2,984 | $69K |
| Barclays PLC | 0.00% | No change | 2,850 | $66K |
| Private Trust Co. NA | 0.01% | Add +89.3% | 2,646 | $62K |
| Pittenger & Anderson Inc. | 0.00% | New | 2,555 | $59K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 2,522 | $59K |
| Bank of Montreal | 0.00% | Reduce -94.3% | 2,334 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,300 | $53K |
| Burkett Financial Services, LLC | 0.02% | Add +0.7% | 2,115 | $49K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 1,806 | $42K |
| Ballast Advisors LLC | 0.01% | New | 1,736 | $40K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1,719 | $40K |
| MTM Investment Management, LLC | 0.01% | New | 1,563 | $36K |
| Coastline Trust Co | 0.00% | No change | 1,480 | $34K |
| Eastern Bank | 0.00% | Add +7.8% | 1,375 | $32K |
| Knights of Columbus Asset Advisors LLC | 0.00% | No change | 1,239 | $29K |
| Hurley Capital, LLC | 0.01% | New | 1,008 | $23K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -26.1% | 1,005 | $23K |
| Sound Income Strategies, LLC | 0.00% | No change | 1,000 | $23K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.8% | 875 | $20K |
| AlphaCore Capital LLC | 0.00% | No change | 870 | $20K |
| Rossby Financial, LCC | 0.00% | Add +91.6% | 824 | $19K |
| Blue Trust, Inc. | 0.00% | Add +0.9% | 818 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.7% | 766 | $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 |
| First PREMIER Bank | 0.00% | No change | 329 | $8K |
| Asset Dedication, LLC | 0.00% | No change | 325 | $8K |
| Signature Resources Capital Management, LLC | 0.00% | New | 200 | $5K |
| Vanguard Advisers Inc. | 0.00% | — | 133 | $3K |
| Golden State Wealth Management, LLC | 0.00% | No change | 68 | $2K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -99.4% | 1 | $16 |
"% 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.