iShares Ibonds Dec 2029 TermIBDUETF
13F holders, Q2 2026 (June 30)387holders +3
38new positions
31sold out
$23.16avg. 13F price*
At the end of Q2 2026, 387 institutions reported holding iShares Ibonds Dec 2029 Term (IBDU) in their 13F filings, up 3 from Q1 2026. 38 opened new positions and 31 sold out. The largest holders were Shufro Rose & Co. LLC ($200.8M), Bank of America Corp. ($176.7M) and Aptus Capital Advisors, LLC ($150.5M).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $36.5M |
| Exits | 31 | $97.7M |
All 13F filers, Q1 2026 → Q2 2026: 14,906,825 shares bought and 6,455,294 shares sold, net +8,451,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| Shufro Rose & Co. LLC | 11.55% | Add +117.9% | 8,668,602 | $200.8M |
| Bank of America Corp. | 0.01% | Add +4.3% | 7,630,704 | $176.7M |
| Aptus Capital Advisors, LLC | 1.10% | Add +1.8% | 6,497,005 | $150.5M |
| Morgan Stanley | 0.01% | Reduce -3.1% | 6,487,553 | $150.3M |
| Mercer Global Advisors Inc. | 0.17% | Add +15.1% | 5,791,658 | $134.1M |
| Capital Advisors Inc. | 1.75% | Add +1.1% | 5,140,239 | $119.0M |
| Capital Investment Advisors, LLC | 1.23% | Add +4.4% | 4,035,738 | $93.5M |
| UBS Group AG | 0.01% | Add +5.6% | 3,887,671 | $90.0M |
| Raymond James Financial Inc. | 0.02% | Add +13.5% | 3,599,661 | $83.4M |
| HM Payson & Co. | 0.96% | Add +11.1% | 3,142,337 | $72.8M |
| Lido Advisors, LLC | 0.24% | Reduce -12.7% | 2,852,951 | $66.1M |
| LPL Financial LLC | 0.01% | Add +5.2% | 2,506,686 | $58.1M |
| Royal Bank of Canada | 0.01% | Reduce -2.2% | 2,289,483 | $53.0M |
| Wells Fargo & Company | 0.01% | Add +4.5% | 2,220,273 | $51.4M |
| Summitry LLC | 1.54% | Add +6.1% | 2,022,397 | $46.8M |
| HighTower Advisors, LLC | 0.04% | Add +6.1% | 1,978,091 | $45.8M |
| Sound View Wealth Advisors Group, LLC | 2.72% | Add +7.3% | 1,895,010 | $43.9M |
| Woodmont Investment Counsel LLC | 2.24% | Add +1.1% | 1,771,527 | $41.0M |
| Ameriprise Financial Inc. | 0.01% | Add +48.2% | 1,629,388 | $37.7M |
| Klingman & Associates, LLC | 1.60% | Add +2.6% | 1,622,444 | $37.6M |
| Sigma Investment Counselors Inc. | 1.76% | Add +1.2% | 1,561,416 | $36.2M |
| Gratus Wealth Advisors, LLC | 4.57% | Add +2.7% | 1,550,502 | $35.9M |
| Venture Visionary Partners LLC | 0.96% | Reduce -0.1% | 1,491,364 | $34.5M |
| Meiji Yasuda Life Insurance Co | 1.01% | Add +11.5% | 1,315,000 | $30.5M |
| Summit Financial, LLC | 0.31% | Add +10.4% | 1,229,949 | $28.5M |
| Kathmere Capital Management, LLC | 1.51% | Add +6.0% | 1,224,087 | $28.3M |
| Wealthcare Advisory Partners LLC | 0.54% | Add +3.5% | 1,223,806 | $28.3M |
| RVW Wealth, LLC | 1.85% | Add +5.4% | 1,210,684 | $28.0M |
| Advisors Capital Management, LLC | 0.30% | Add +6.2% | 1,207,209 | $28.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.2% | 1,182,596 | $27.4M |
| Seven Springs Wealth Group, LLC | 5.99% | Reduce -0.2% | 1,161,935 | $26.9M |
| Howland Capital Management LLC | 0.93% | Add +10.1% | 1,118,191 | $25.9M |
| Kestra Advisory Services, LLC | 0.07% | Add +16.2% | 937,764 | $21.7M |
| MV Capital Management, Inc. | 1.81% | Add +1.1% | 880,836 | $20.4M |
| Summit Asset Management, LLC | 2.36% | Add +2.0% | 793,992 | $18.4M |
| Captrust Financial Advisors | 0.03% | Add +17.0% | 764,126 | $17.7M |
| BlackRock, Inc. | 0.00% | Add +20.5% | 740,823 | $17.2M |
| First National Trust Co | 0.56% | Add +8.3% | 715,822 | $16.6M |
| US Bancorp \de | 0.02% | Add +4.0% | 715,219 | $16.6M |
| Arrow Financial Corp | 1.36% | Add +2.2% | 655,962 | $15.2M |
| Ironwood Financial, llc | 2.29% | Add +13.9% | 636,737 | $14.7M |
| Stifel Financial Corp. | 0.01% | Add +9.0% | 613,536 | $14.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +1.9% | 605,089 | $14.0M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Add +31.9% | 599,061 | $13.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +7.9% | 572,041 | $13.2M |
| Windsor Capital Management, LLC | 3.39% | Add +3.5% | 562,587 | $13.0M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Reduce -1.1% | 555,787 | $12.9M |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | Add +9.6% | 552,048 | $12.8M |
| Lyell Wealth Management, LP | 0.78% | Add +8.4% | 546,943 | $12.7M |
| Probity Advisors, Inc. | 1.79% | Add +8.1% | 540,849 | $12.5M |
| Spinnaker Trust | 0.60% | Add +30.7% | 536,924 | $12.4M |
| Ruggaard & Associates LLC | 4.39% | Add +3.3% | 528,717 | $12.2M |
| CENTRAL TRUST Co | 0.22% | Add +7.2% | 517,935 | $12.0M |
| Glenview Trust Co | 0.16% | Add +3.1% | 510,500 | $11.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +17.1% | 485,028 | $11.2M |
| Rebalance, LLC | 0.56% | Add +1.2% | 458,533 | $10.6M |
| Strid Group, LLC | 1.14% | Add +99.8% | 443,780 | $10.3M |
| Parkway Wealth Management Group, LLC | 1.18% | Add +0.7% | 439,736 | $10.2M |
| Peloton Wealth Strategists | 3.59% | Add +2.9% | 405,145 | $9.4M |
| Benjamin Edwards Inc. | 0.09% | Reduce -6.0% | 404,090 | $9.4M |
| Global Retirement Partners, LLC | 0.14% | — | 397,717 | $9.2M |
| First International Bank of Israel Ltd. | 2.49% | No change | 395,000 | $9.1M |
| LBMC Investment Advisors, LLC | 0.46% | Add +19.4% | 367,266 | $8.5M |
| Arcadia Investment Advisors LLC | 3.40% | Add +8.1% | 347,588 | $8.1M |
| Penobscot Investment Management Company, Inc. | 0.55% | Add +30.5% | 343,065 | $7.9M |
| Guidance Point Advisors, LLC | 1.71% | Add +6.0% | 341,567 | $7.9M |
| Parallel Advisors, LLC | 0.11% | Add +12.6% | 313,883 | $7.3M |
| InvesTrust | 2.76% | Add +13.3% | 309,429 | $7.2M |
| Envision Financial Planning, LLC | 2.30% | Add +0.7% | 305,471 | $7.1M |
| Spreng Capital Management, Inc. | 2.51% | New | 298,459 | $6.9M |
| Praetorian Wealth Management, Inc. | 1.19% | Add +2.7% | 297,915 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +43.5% | 286,885 | $6.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +4.4% | 279,053 | $6.5M |
| United Capital Financial Advisors, LLC | 0.04% | Add +39.2% | 278,417 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -0.9% | 277,601 | $6.4M |
| IFP Advisors, Inc | 0.11% | Add +2.6% | 272,975 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +48.5% | 272,504 | $6.3M |
| Merit Financial Group, LLC | 0.04% | Add +26.0% | 261,657 | $6.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +121.2% | 256,326 | $5.9M |
| Snowden Capital Advisors LLC | 0.14% | Add +16.6% | 255,694 | $5.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.32% | Add +2048.1% | 250,490 | $5.8M |
| Virginia Wealth Management Group, Inc. | 3.06% | Add +25.3% | 249,415 | $5.8M |
| Hamel Associates, Inc. | 1.57% | Reduce -0.4% | 245,615 | $5.7M |
| Apollon Wealth Management, LLC | 0.07% | New | 245,087 | $5.7M |
| Great Diamond Partners, LLC | 0.94% | Add +252.3% | 235,576 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +13.2% | 235,320 | $5.5M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -2.7% | 233,769 | $5.4M |
| 4Thought Financial Group Inc. | 2.54% | Add +25.1% | 233,473 | $5.4M |
| Houlihan Financial Resource Group, Ltd. | 1.92% | Add +4.3% | 232,703 | $5.4M |
| Winthrop Partners - WNY, LLC | 2.61% | Add +4.4% | 227,803 | $5.3M |
| Krilogy Financial LLC | 0.16% | Add +0.2% | 226,780 | $5.3M |
| Hancock Whitney Corp. | 0.09% | Add +0.7% | 226,507 | $5.2M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -12.1% | 217,105 | $5.0M |
| Cherry Tree Wealth Management, LLC | 0.93% | Add +9.5% | 214,268 | $5.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +52.0% | 214,164 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +19.3% | 211,817 | $4.9M |
| Regions Financial Corp. | 0.03% | Add +6.1% | 206,396 | $4.8M |
| Members Wealth LLC | 2.57% | Add +10.1% | 202,246 | $4.7M |
| 10Elms LLP | 2.07% | Add +104.4% | 199,139 | $4.6M |
| Sowell Financial Services LLC | 0.15% | Reduce -0.0% | 193,159 | $4.5M |
| Rossmore Private Capital | 0.36% | Add +11.7% | 191,186 | $4.4M |
| Heartland Bank & Trust Co | 0.91% | Add +28.5% | 190,831 | $4.4M |
| Beese Fulmer Investment Management, Inc. | 0.25% | Add +35.2% | 189,726 | $4.4M |
| Chicago Partners Investment Group LLC | 0.09% | Add +1.1% | 190,305 | $4.4M |
| Jones Financial Companies LLLP | 0.00% | Add +16.6% | 188,013 | $4.4M |
| Newman Dignan & Sheerar, Inc. | 0.83% | Add +2.3% | 186,679 | $4.3M |
| Sonata Capital Group Inc. | 1.39% | Add +12.6% | 185,740 | $4.3M |
| Precedent Wealth Partners, LLC | 0.71% | Add +20.4% | 183,495 | $4.2M |
| Valmark Advisers, Inc. | 0.04% | Add +24.2% | 181,412 | $4.2M |
| Crews Bank & Trust | 0.54% | Reduce -2.3% | 179,020 | $4.1M |
| Composition Wealth, LLC | 0.05% | Add +25.3% | 178,228 | $4.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +10.1% | 177,379 | $4.1M |
| Wilkins Miller Wealth Management, LLC | 2.24% | Add +0.0% | 176,182 | $4.1M |
| Eight 31 Financial, LLC | 2.40% | Add +2.3% | 174,330 | $4.0M |
| Syntegra Private Wealth Group, LLC | 0.31% | Reduce -3.1% | 171,113 | $4.0M |
| MML Investors Services, LLC | 0.01% | Add +29.8% | 165,755 | $3.8M |
| Harbor Advisory Corp. | 1.02% | Add +10.7% | 164,815 | $3.8M |
| Roble, Belko & Company, Inc | 0.41% | Add +37.8% | 164,439 | $3.8M |
| Covington Investment Advisors Inc. | 0.49% | Add +90.6% | 162,150 | $3.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +36.6% | 159,049 | $3.7M |
| Adirondack Trust Co. | 1.09% | Add +4.3% | 158,394 | $3.7M |
| Laurel Wealth Advisors LLC | 0.35% | Add +9.4% | 158,165 | $3.7M |
| Whalen Wealth Management Inc. | 1.64% | Add +0.3% | 157,041 | $3.6M |
| Commonwealth Financial Services, LLC | 0.47% | Reduce -67.4% | 151,299 | $3.5M |
| Fulton Breakefield Broenniman LLC | 0.21% | Add +4.2% | 151,144 | $3.5M |
| Stonebrook Private Inc. | 0.61% | Add +2.1% | 144,658 | $3.4M |
| LFA - Lugano Financial Advisors SA | 2.01% | Reduce -4.7% | 144,509 | $3.3M |
| FourThought Financial Partners, LLC | 0.25% | Add +12.3% | 138,565 | $3.2M |
| Godshalk Welsh Capital Management, Inc. | 1.71% | Add +3.0% | 136,800 | $3.2M |
| Belpointe Asset Management LLC | 0.10% | Add +18.7% | 134,558 | $3.1M |
| Fifth Third Bancorp | 0.01% | Add +15.7% | 133,196 | $3.1M |
| Meitav Investment House Ltd. | 0.02% | Add +45.9% | 133,260 | $3.1M |
| 4J Wealth Management LLC | 1.43% | Add +5.9% | 126,059 | $2.9M |
| LifePlan Financial, LLC | 2.03% | Add +2.0% | 125,028 | $2.9M |
| Matthew Goff Investment Advisor, LLC | 0.48% | New | 123,519 | $2.9M |
| Hills Bank & Trust Co | 0.12% | Add +750.2% | 122,688 | $2.8M |
| Cornerstone Planning, LLC | 0.65% | Reduce -66.4% | 121,300 | $2.8M |
| Moneco Advisors, LLC | 0.17% | Reduce -0.4% | 119,966 | $2.8M |
| AssuredPartners Investment Advisors, LLC | 0.27% | Add +11.0% | 118,331 | $2.7M |
| Cabot Wealth Management Inc. | 0.28% | Add +29.3% | 117,263 | $2.7M |
| Chesley Taft & Associates LLC | 0.10% | Add +10.7% | 113,900 | $2.6M |
| High Note Wealth, LLC | 0.45% | Add +126.3% | 113,169 | $2.6M |
| Leavell Investment Management, Inc. | 0.10% | Add +27.6% | 112,876 | $2.6M |
| Madden Advisory Services, Inc. | 0.93% | Add +2.8% | 111,466 | $2.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -46.4% | 110,044 | $2.5M |
| Cornell Pochily Investment Advisors, Inc. | 0.68% | Reduce -40.9% | 109,627 | $2.5M |
| Beaumont Asset Management, L.L.C. | 0.98% | Add +2.8% | 109,199 | $2.5M |
| Sightline Wealth Advisors, LLC | 0.92% | Add +101.2% | 109,054 | $2.5M |
| Kintra Wealth, LLC | 0.13% | New | 109,229 | $2.5M |
| Breachway Investments LLC | 3.76% | Add +2.4% | 107,805 | $2.5M |
| Associated Banc-Corp | 0.06% | Add +14.9% | 107,218 | $2.5M |
| Northstar Group, Inc. | 0.33% | Add +11.6% | 107,203 | $2.5M |
| Modern Wealth Management, LLC | 0.03% | New | 105,983 | $2.5M |
| Segment Wealth Management, LLC | 0.12% | Add +14.0% | 101,690 | $2.4M |
| Meridian Wealth Management, LLC | 0.07% | Add +10.0% | 101,185 | $2.3M |
| Harbor Investment Advisory, LLC | 0.16% | Add +19.0% | 100,760 | $2.3M |
| Keeler Thomas Management LLC | 0.82% | Reduce -6.4% | 100,008 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -47.1% | 96,270 | $2.2M |
| Woodley Farra Manion Portfolio Management Inc. | 0.11% | Add +19.5% | 95,711 | $2.2M |
| Resonant Capital Advisors, LLC | 0.10% | Reduce -0.9% | 94,399 | $2.2M |
| Sax Wealth Advisors, LLC | 0.09% | Add +1.7% | 90,845 | $2.1M |
| Fortis Capital Management LLC | 0.23% | Add +39.9% | 88,355 | $2.0M |
| IFG Advisory, LLC | 0.07% | New | 85,990 | $2.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -53.6% | 85,237 | $2.0M |
| First National Bank & Trust Co. of Newtown | 0.39% | Reduce -17.6% | 83,490 | $1.9M |
| Romano Brothers and Company | 0.19% | Add +7.0% | 82,531 | $1.9M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.3% | 81,303 | $1.9M |
| Creative Planning | 0.00% | Add +11.9% | 79,562 | $1.8M |
| Wrapmanager Inc. | 0.55% | Reduce -9.1% | 75,858 | $1.8M |
| Advance Capital Management, Inc. | 0.06% | Add +6.2% | 75,622 | $1.8M |
| Beacon Financial Group | 0.16% | Reduce -1.0% | 75,455 | $1.7M |
| TFR Capital, LLC. | 0.47% | Add +11.6% | 72,868 | $1.7M |
| McGlone Suttner Wealth Management, Inc. | 0.20% | Add +9.9% | 72,192 | $1.7M |
| Bullock Wealth Management Group | 0.68% | Add +23.3% | 67,532 | $1.6M |
| Cyr Financial Inc. | 0.79% | Add +9.6% | 65,619 | $1.5M |
| Jefferson Bridge Capital, LLC | 1.31% | Reduce -7.7% | 65,286 | $1.5M |
| Cowa, LLC | 0.41% | Reduce -2.1% | 64,949 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.90% | Add +1.1% | 63,437 | $1.5M |
| Foundry Financial Group, Inc. | 0.63% | Add +0.4% | 62,759 | $1.5M |
| Mendota Financial Group, LLC | 0.89% | Add +55.8% | 61,670 | $1.4M |
| First Fiduciary Investment Counsel, Inc. | 0.26% | Add +0.1% | 59,318 | $1.4M |
| Jacobi Capital Management LLC | 0.07% | Add +23.8% | 59,129 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Reduce -78.8% | 59,055 | $1.4M |
| Cary Street Partners Financial LLC | 0.03% | No change | 58,599 | $1.4M |
| Drive Wealth Management, LLC | 0.23% | Reduce -0.3% | 54,549 | $1.3M |
| Reliant Wealth Planning | 0.35% | Add +1.6% | 54,485 | $1.3M |
| Baron Silver Stevens Financial Advisors, LLC | 0.16% | New | 53,470 | $1.2M |
| AlTi Global, Inc. | 0.03% | New | 53,350 | $1.2M |
| Neuberger Berman Group LLC | 0.00% | Add +5.3% | 52,524 | $1.2M |
| TABR Capital Management, LLC | 1.02% | New | 51,892 | $1.2M |
| Montecito Bank & Trust | 0.18% | Add +8.5% | 51,170 | $1.2M |
| Beaumont Financial Advisors, LLC | 0.07% | Reduce -2.0% | 50,327 | $1.2M |
| Journey Advisory Group, LLC | 0.09% | No change | 50,100 | $1.2M |
| Camelot Portfolios, LLC | 0.82% | Reduce -0.3% | 49,857 | $1.2M |
| Walleye Partners, LLC | 1.31% | Add +1.1% | 49,611 | $1.1M |
| Archford Capital Strategies, LLC | 0.11% | Reduce -5.6% | 48,754 | $1.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.18% | Add +1.7% | 47,581 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | Add +116.4% | 47,164 | $1.1M |
| Fiduciary Financial Advisors | 0.11% | New | 46,175 | $1.1M |
| Aspen Wealth Management LLC | 0.18% | New | 45,113 | $1.0M |
| Farmers National Bank | 0.22% | Add +0.0% | 44,711 | $1.0M |
| Farther Finance Advisors, LLC | 0.01% | Reduce -15.1% | 44,505 | $1.0M |
| Gilbert Capital Group, Inc. | 0.69% | Reduce -8.0% | 42,586 | $986K |
| Gilbert & Cook, Inc. | 0.11% | No change | 42,310 | $980K |
| Bank of New Hampshire | 0.20% | Reduce -5.3% | 41,340 | $957K |
| Little House Capital LLC | 0.21% | Add +2.6% | 40,451 | $937K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -15.0% | 40,263 | $932K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40,266 | $929K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 40,042 | $927K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +1.1% | 38,850 | $900K |
| Valley Wealth Managers, Inc. | 0.05% | Add +4.6% | 38,366 | $889K |
| Blue Square Asset Management, LLC | 0.36% | Reduce -1.5% | 38,267 | $886K |
| First Interstate Bank | 0.04% | No change | 36,932 | $855K |
| Duncker Streett & Co. Inc. | 0.14% | Add +1.1% | 35,432 | $821K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.9% | 34,648 | $802K |
| Barrett & Company, Inc. | 0.22% | Add +53.8% | 34,606 | $801K |
| Seneca House Advisors | 0.28% | Reduce -15.7% | 34,383 | $796K |
| Accretive Wealth Partners, LLC | 0.19% | No change | 34,239 | $793K |
| Schuylkill Financial LLC | 0.73% | — | 33,929 | $786K |
| Princeton Global Asset Management LLC | 0.11% | Add +12.0% | 32,972 | $764K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 32,337 | $749K |
| Foundation Wealth Management, LLC | 0.46% | Add +7.3% | 32,213 | $746K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.0% | 32,090 | $743K |
| Brookstone Capital Management | 0.01% | Reduce -3.5% | 31,446 | $728K |
| Autumn Glory Partners, LLC | 0.21% | Add +9.0% | 31,419 | $728K |
| Robinson Smith Wealth Advisors LLC | 0.43% | Add +13.9% | 30,685 | $711K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 30,409 | $704K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.5% | 30,350 | $703K |
| DecisionMap Wealth Management, LLC | 0.39% | Reduce -0.9% | 30,253 | $701K |
| Straight Path Wealth Management | 0.16% | Add +61.1% | 30,178 | $699K |
| OFS Enterprise LLC | 0.18% | No change | 29,750 | $689K |
| Stokes Family Office, LLC | 0.08% | Add +21.0% | 29,459 | $682K |
| Truist Financial Corp. | 0.00% | Reduce -56.0% | 29,430 | $682K |
| Dearborn Partners LLC | 0.04% | Add +10.4% | 28,984 | $671K |
| Curbstone Financial Management Corp | 0.11% | No change | 28,742 | $666K |
| River's Edge Wealth Management, LLC | 0.57% | Add +3.7% | 28,112 | $649K |
| Redwood Financial Network Corp | 0.36% | Reduce -0.2% | 27,871 | $645K |
| CVA Family Office, LLC | 0.06% | No change | 27,720 | $642K |
| CGN Advisors LLC | 0.05% | Reduce -5.8% | 27,526 | $638K |
| Private Advisor Group, LLC | 0.00% | Reduce -70.0% | 27,396 | $634K |
| Jane Street Group, LLC | 0.00% | Reduce -75.4% | 27,315 | $633K |
| Baird Financial Group, Inc. | 0.00% | Add +24.2% | 26,622 | $617K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +16.7% | 26,340 | $610K |
| Advisory Services Network, LLC | 0.01% | Add +4.1% | 26,209 | $607K |
| HORAN Wealth, LLC | 0.08% | Add +16.6% | 26,190 | $607K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +2.6% | 26,109 | $605K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 26,000 | $602K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.6% | 25,654 | $594K |
| ADG Wealth Management Group, LLC | 0.37% | Add +0.1% | 25,440 | $589K |
| Clearstead Advisors, LLC | 0.01% | Add +0.7% | 25,360 | $587K |
| Smith, Moore & Co. | 0.04% | Reduce -13.6% | 25,078 | $581K |
| Focused Alpha, LLC | 0.15% | Reduce -1.2% | 25,046 | $580K |
| Ellis Investment Partners, LLC | 0.09% | Add +1.6% | 24,254 | $562K |
| Tableaux LLC | 0.23% | Reduce -8.5% | 23,627 | $547K |
| American Trust | 0.04% | No change | 23,448 | $543K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -36.8% | 23,259 | $539K |
| Naples Global Advisors, LLC | 0.03% | Reduce -3.2% | 23,000 | $533K |
| Snider Financial Group | 0.13% | Reduce -30.9% | 22,822 | $529K |
| Thoroughbred Financial Services, LLC | 0.02% | Reduce -15.4% | 22,314 | $516K |
| Cerity Partners LLC | 0.00% | Reduce -9.4% | 22,265 | $516K |
| Clear Harbor Asset Management, LLC | 0.03% | Add +29.8% | 22,070 | $511K |
| Focus Partners Wealth | 0.00% | New | 22,027 | $510K |
| James Investment Research, Inc. | 0.05% | No change | 22,010 | $510K |
| XY Planning Network, Inc. | 0.06% | New | 21,882 | $507K |
| Koshinski Asset Management, Inc. | 0.03% | Add +5.6% | 21,627 | $501K |
| Community Financial Services Group, LLC | 0.07% | New | 21,719 | $501K |
| Moors & Cabot, Inc. | 0.02% | Add +0.5% | 21,353 | $495K |
| Gradient Capital Advisors, LLC | 0.11% | No change | 21,086 | $488K |
| Integrated Advisors Network LLC | 0.02% | Add +8.1% | 20,235 | $469K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +1.1% | 19,941 | $462K |
| MidFirst Bank | 0.03% | Reduce -3.4% | 19,827 | $459K |
| Mutual Advisors, LLC | 0.01% | Add +10.0% | 19,629 | $455K |
| S.E.E.D. Planning Group LLC | 0.12% | New | 19,523 | $452K |
| Alliance Wealth Advisors, LLC | 0.09% | New | 19,427 | $450K |
| Koesten, Hirschmann & Crabtree, INC. | 0.19% | New | 19,229 | $445K |
| Wiregrass Investment Management LLC | 0.30% | No change | 19,000 | $440K |
| Robbins Farley | 0.17% | Add +0.1% | 18,607 | $431K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1738.4% | 18,476 | $428K |
| KOM Wealth Management Group, LLC | 0.26% | Add +29.2% | 18,460 | $428K |
| Clearstead Trust, LLC | 0.06% | No change | 18,454 | $427K |
| Ancora Advisors LLC | 0.01% | No change | 18,396 | $426K |
| Gryphon Financial Partners LLC | 0.04% | No change | 18,386 | $426K |
| WJ Wealth Management, LLC | 0.16% | Add +25.7% | 17,600 | $408K |
| Silverlake Wealth Management LLC | 0.08% | New | 17,371 | $402K |
| Midland Wealth Advisors, LLC | 0.02% | Add +64.4% | 17,274 | $400K |
| Element Wealth, LLC | 0.15% | Add +0.8% | 17,237 | $399K |
| Bradley & Co. Private Wealth Management, LLC | 0.19% | No change | 17,151 | $397K |
| Beacon Financial Planning, Inc. | 0.13% | Add +23.8% | 16,969 | $393K |
| Simon Quick Advisors, LLC | 0.02% | No change | 16,604 | $385K |
| Summit Wealth Partners, LLC | 0.05% | No change | 16,506 | $382K |
| Summit Trail Advisors, LLC | 0.00% | New | 16,350 | $379K |
| XML Financial, LLC | 0.03% | No change | 16,175 | $375K |
| ProVise Management Group, LLC | 0.02% | Add +42.6% | 15,460 | $358K |
| Ledyard National Bank | 0.03% | Add +0.9% | 15,453 | $358K |
| 1900 Wealth Management LLC | 0.02% | No change | 14,985 | $347K |
| Hyposwiss Advisors SA | 0.33% | Add +6.4% | 14,960 | $346K |
| Advisor OS, LLC | 0.02% | Add +45.0% | 14,958 | $346K |
| Crusonia Wealth Advisors LLC | 0.06% | Add +40.4% | 14,754 | $342K |
| Lee Financial Co | 0.04% | No change | 14,550 | $337K |
| Johnson Bixby & Associates, LLC | 0.04% | Add +0.9% | 14,259 | $330K |
| Foundations Investment Advisors, LLC | 0.00% | Add +41.4% | 14,236 | $330K |
| JDM Financial Group LLC | 0.11% | New | 14,230 | $330K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +12.3% | 14,103 | $327K |
| Hanover Advisors Inc. | 0.12% | Add +23.0% | 14,085 | $326K |
| Alterna Wealth Management, Inc. | 0.19% | Reduce -58.7% | 14,059 | $326K |
| Principal Securities, Inc. | 0.00% | Add +11.3% | 14,051 | $325K |
| REDW Wealth LLC | 0.11% | No change | 13,761 | $319K |
| Sarver Vrooman Wealth Advisors | 0.19% | Reduce -0.1% | 13,752 | $318K |
| MTM Investment Management, LLC | 0.09% | Add +767.8% | 13,563 | $314K |
| Signaturefd, LLC | 0.00% | Add +19.1% | 13,454 | $312K |
| Financial Advisory Corp | 0.04% | Add +1.1% | 13,245 | $307K |
| Riverchase Wealth Management, LLC | 0.14% | New | 13,146 | $304K |
| One Day In July LLC | 0.02% | Add +1.0% | 13,072 | $303K |
| GAMMA Investing LLC | 0.01% | Add +141.5% | 12,763 | $296K |
| Berkshire Money Management, Inc. | 0.03% | New | 12,756 | $295K |
| Atwater Malick LLC | 0.06% | No change | 12,673 | $294K |
| United Community Bank | 0.09% | Reduce -3.8% | 12,650 | $293K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 12,150 | $281K |
| Nwam LLC | 0.01% | Add +0.9% | 11,479 | $266K |
| Seeds Investor LLC | 0.03% | Add +8.4% | 11,476 | $266K |
| Rothschild Wealth LLC | 0.02% | No change | 11,315 | $262K |
| Highland Financial Advisors, LLC | 0.06% | No change | 11,110 | $257K |
| Spartan Wealth Advisory Services LLC | 0.02% | Reduce -39.0% | 11,081 | $257K |
| Next Level Wealth Planning, LLC | 0.11% | New | 10,950 | $254K |
| Briggs Wealth Management, Inc | 0.23% | No change | 10,702 | $248K |
| AMG National Trust Bank | 0.01% | New | 10,562 | $245K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 10,550 | $244K |
| Betterment LLC | 0.00% | New | 10,315 | $239K |
| Waterford Advisors, LLC | 0.06% | New | 9,894 | $229K |
| Aprio Wealth Management, LLC | 0.01% | Reduce -67.8% | 9,878 | $229K |
| Arnold Financial Planning LLC | 0.17% | No change | 9,857 | $228K |
| Csenge Advisory Group | 0.01% | Add +0.1% | 9,776 | $226K |
| Miller Capital Partners, Inc. | 0.09% | No change | 9,675 | $224K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 9,587 | $222K |
| Walser Wealth Management Company, A Ltd Liability Co | 0.09% | New | 9,548 | $221K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Add +3.6% | 9,442 | $219K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 9,325 | $216K |
| Diversify Advisory Services, LLC | 0.00% | New | 9,378 | $216K |
| Diversify Wealth Management, LLC | 0.00% | New | 9,378 | $216K |
| Phillips Financial Management, LLC | 0.02% | No change | 9,251 | $214K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9,194 | $213K |
| MinichMacGregor Wealth Management, LLC | 0.03% | No change | 9,080 | $210K |
| Scotia Capital Inc. | 0.00% | No change | 8,900 | $206K |
| Choreo, LLC | 0.00% | Add +1.1% | 8,820 | $204K |
| Plancorp, LLC | 0.00% | Add +1.1% | 8,764 | $202K |
| Kingsview Wealth Management, LLC | 0.00% | New | 8,688 | $201K |
| Waverly Advisors, LLC | 0.00% | New | 8,616 | $200K |
| International Assets Investment Management, LLC | 0.01% | No change | 8,627 | $199K |
| Bogart Wealth, LLC | 0.01% | No change | 8,457 | $196K |
| Physician Wealth Advisors, Inc. | 0.02% | Add +218.3% | 7,322 | $170K |
| Addison Advisors LLC | 0.07% | Reduce -46.8% | 6,090 | $141K |
| National Bank of Canada | 0.00% | Add +51.7% | 4,951 | $115K |
| Ballast Advisors LLC | 0.03% | Add +184.2% | 4,933 | $114K |
| Pittenger & Anderson Inc. | 0.00% | Add +84.5% | 4,715 | $109K |
| FMR LLC | 0.00% | Reduce -24.4% | 4,462 | $103K |
| AE Wealth Management LLC | 0.00% | Add +14.7% | 4,452 | $103K |
| Trust Co | 0.01% | No change | 4,018 | $93K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,830 | $89K |
| NBH Bank | 0.04% | — | 3,682 | $85K |
| CNB Bank | 0.03% | Add +4.9% | 3,551 | $82K |
| Truvestments Capital LLC | 0.01% | No change | 3,498 | $81K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +1.1% | 3,247 | $75K |
| Blue Trust, Inc. | 0.00% | Add +258.4% | 2,932 | $68K |
| Barclays PLC | 0.00% | No change | 2,850 | $66K |
| Private Trust Co. NA | 0.00% | Reduce -1.2% | 2,615 | $61K |
| Larson Financial Group LLC | 0.00% | Add +0.9% | 2,545 | $59K |
| Hurley Capital, LLC | 0.03% | Add +130.6% | 2,324 | $54K |
| Burkett Financial Services, LLC | 0.02% | Add +1.2% | 2,140 | $50K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1,719 | $40K |
| Rossby Financial, LCC | 0.01% | Add +105.6% | 1,694 | $39K |
| Coastline Trust Co | 0.00% | No change | 1,480 | $34K |
| Eastern Bank | 0.00% | Add +3.6% | 1,425 | $33K |
| Fairway Wealth LLC | 0.01% | New | 1,295 | $30K |
| Pioneer Family Office, LLC | 0.01% | New | 910 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 885 | $20K |
| McGuire Capital Advisors Inc. | 0.01% | New | 800 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | New | 742 | $17K |
| Venturi Wealth Management, LLC | 0.00% | No change | 717 | $17K |
| Bank of Montreal | 0.00% | Reduce -72.5% | 642 | $15K |
| Key Financial Inc | 0.00% | Reduce -13.2% | 557 | $13K |
| 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% | — | 293 | $7K |
| Vanguard Advisers Inc. | 0.00% | No change | 133 | $3K |
| Hoey Investments, Inc. | 0.00% | New | 130 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.5% | 69 | $2K |
"% 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.