iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q2 2024 (June 30)50holders +4
9new positions
4sold out
$24.86avg. 13F price*
At the end of Q2 2024, 50 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 4 from Q1 2024. 9 opened new positions and 4 sold out. The largest holders were Clearstead Advisors, LLC ($19.3M), Envestnet Asset Management Inc. ($15.9M) and HighTower Advisors, LLC ($8.6M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $29.1M |
| Exits | 4 | $2.1M |
All 13F filers, Q1 2024 → Q2 2024: 1,385,300 shares bought and 297,684 shares sold, net +1,087,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Clearstead Advisors, LLC | 0.33% | New | 774,637 | $19.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.2% | 641,230 | $15.9M |
| HighTower Advisors, LLC | 0.01% | New | 347,428 | $8.6M |
| Gateway Advisory, LLC | 1.01% | Reduce -8.1% | 238,579 | $5.9M |
| Cypress Point Wealth Management, LLC | 1.39% | Add +0.6% | 117,995 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +22.0% | 110,643 | $2.8M |
| Praetorian Wealth Management, Inc. | 0.68% | Add +18.0% | 106,824 | $2.7M |
| UBS Group AG | 0.00% | Add +37.2% | 91,093 | $2.3M |
| Crumly & Associates Inc. | 0.57% | Reduce -67.3% | 79,369 | $2.0M |
| CENTRAL TRUST Co | 0.05% | Add +27.7% | 78,693 | $2.0M |
| Sound View Wealth Advisors Group, LLC | 0.17% | Add +2.0% | 65,427 | $1.6M |
| Raymond James & Associates | 0.00% | Add +5.4% | 45,019 | $1.1M |
| James Investment Research, Inc. | 0.11% | Reduce -0.6% | 35,594 | $885K |
| Sandy Spring Bank | 0.04% | Add +21.3% | 32,532 | $809K |
| Bank of America Corp. | 0.00% | Add +35.8% | 32,525 | $809K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $771K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.4% | 30,128 | $749K |
| Roof Eidam Maycock Peralta, LLC | 0.20% | No change | 30,100 | $748K |
| Osaic Holdings, Inc. | 0.00% | Add +665.0% | 28,641 | $712K |
| Klingman & Associates, LLC | 0.04% | Reduce -42.7% | 24,213 | $602K |
| GC Wealth Management RIA, LLC | 0.12% | Add +7.3% | 23,554 | $586K |
| Coldstream Capital Management Inc. | 0.01% | Add +106.7% | 23,466 | $583K |
| FF Advisors,LLC | 0.40% | Reduce -6.3% | 22,602 | $562K |
| Jane Street Group, LLC | 0.00% | Add +118.0% | 20,533 | $510K |
| Valmark Advisers, Inc. | 0.01% | Add +44.4% | 19,992 | $497K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -3.8% | 19,287 | $479K |
| LPL Financial LLC | 0.00% | Add +28.4% | 19,184 | $477K |
| Parallel Advisors, LLC | 0.01% | Add +22.5% | 17,431 | $433K |
| Capital Investment Advisors, LLC | 0.01% | Add +64.5% | 16,389 | $407K |
| Wrapmanager Inc. | 0.11% | Reduce -0.8% | 15,761 | $392K |
| Signature Wealth Management Group | 0.16% | Add +4.9% | 14,637 | $364K |
| PGIM Custom Harvest LLC | 0.01% | Add +59.3% | 13,950 | $347K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +59.3% | 13,950 | $347K |
| Exchange Capital Management, Inc. | 0.06% | New | 13,689 | $340K |
| STAR Financial Bank | 0.23% | New | 11,960 | $297K |
| Confluence Investment Management LLC | 0.00% | Reduce -9.6% | 11,649 | $290K |
| Commonwealth Equity Services, LLC | 0.00% | No change | 9,323 | $232K |
| Glenview Trust Co | 0.00% | Add +6.2% | 8,613 | $214K |
| Archford Capital Strategies, LLC | 0.03% | New | 8,580 | $213K |
| Mariner, LLC | 0.00% | No change | 8,173 | $203K |
| International Assets Investment Management, LLC | 0.01% | New | 5,657 | $128K |
| Phillips Financial Management, LLC | 0.01% | New | 4,020 | $100K |
| Royal Bank of Canada | 0.00% | No change | 4,000 | $99K |
| IFP Advisors, Inc | 0.00% | New | 2,808 | $70K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $56K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -60.5% | 2,000 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,545 | $38K |
| Wells Fargo & Company | 0.00% | New | 1,000 | $25K |
| Allworth Financial LP | 0.00% | No change | 829 | $21K |
| BlackRock Inc. | 0.00% | No change | 62 | $2K |
"% of holder's portfolio" is IBMR's weight in each manager's 13F, not the share of iShares Ibonds Dec 2029 M BD the manager owns.