iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q3 2024 (September 30)56holders +6
13new positions
6sold out
$25.49avg. 13F price*
At the end of Q3 2024, 56 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 6 from Q2 2024. 13 opened new positions and 6 sold out. The largest holders were Clearstead Advisors, LLC ($20.3M), Envestnet Asset Management Inc. ($17.2M) and Kathmere Capital Management, LLC ($13.4M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $18.4M |
| Exits | 6 | $1.6M |
All 13F filers, Q2 2024 → Q3 2024: 1,290,070 shares bought and 95,016 shares sold, net +1,195,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Clearstead Advisors, LLC | 0.32% | Add +3.0% | 797,823 | $20.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +5.2% | 674,568 | $17.2M |
| Kathmere Capital Management, LLC | 1.26% | New | 526,001 | $13.4M |
| HighTower Advisors, LLC | 0.02% | Add +44.8% | 502,992 | $12.8M |
| Gateway Advisory, LLC | 0.99% | Add +0.8% | 240,357 | $6.1M |
| Bank of America Corp. | 0.00% | Add +508.2% | 197,803 | $5.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +23.3% | 136,404 | $3.5M |
| Cypress Point Wealth Management, LLC | 1.19% | Add +0.6% | 118,748 | $3.0M |
| Praetorian Wealth Management, Inc. | 0.75% | Add +10.7% | 118,268 | $3.0M |
| UBS Group AG | 0.00% | Add +17.4% | 106,973 | $2.7M |
| CENTRAL TRUST Co | 0.06% | Add +17.2% | 92,254 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Add +4.7% | 68,506 | $1.7M |
| Quantum Financial Advisors, LLC | 0.27% | New | 66,863 | $1.7M |
| Crumly & Associates Inc. | 0.39% | Reduce -29.6% | 55,835 | $1.4M |
| Raymond James & Associates | 0.00% | Add +11.9% | 50,398 | $1.3M |
| LPL Financial LLC | 0.00% | Add +127.2% | 43,587 | $1.1M |
| Howland Capital Management LLC | 0.04% | New | 39,354 | $1.0M |
| Sandy Spring Bank | 0.04% | Add +14.5% | 37,249 | $949K |
| Osaic Holdings, Inc. | 0.00% | Add +29.7% | 37,143 | $947K |
| James Investment Research, Inc. | 0.10% | Reduce -5.5% | 33,630 | $857K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | Add +10.0% | 33,100 | $844K |
| Jane Street Group, LLC | 0.00% | Add +60.8% | 33,024 | $842K |
| Coldstream Capital Management Inc. | 0.02% | Add +32.4% | 31,058 | $792K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $790K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.4% | 30,563 | $779K |
| GC Wealth Management RIA, LLC | 0.13% | Add +27.0% | 29,905 | $762K |
| Klingman & Associates, LLC | 0.04% | Add +2.6% | 24,843 | $633K |
| FF Advisors,LLC | 0.41% | Add +9.2% | 24,681 | $623K |
| Wells Fargo & Company | 0.00% | Add +2300.6% | 24,006 | $612K |
| Capital Investment Advisors, LLC | 0.01% | Add +32.3% | 21,678 | $553K |
| Woodmont Investment Counsel LLC | 0.04% | New | 20,381 | $520K |
| Parallel Advisors, LLC | 0.01% | Add +11.1% | 19,364 | $494K |
| Exchange Capital Management, Inc. | 0.08% | Add +39.0% | 19,024 | $485K |
| Valmark Advisers, Inc. | 0.01% | Reduce -11.9% | 17,604 | $449K |
| Wrapmanager Inc. | 0.10% | Reduce -3.0% | 15,285 | $390K |
| Mariner, LLC | 0.00% | Add +79.3% | 14,658 | $374K |
| Cerity Partners LLC | 0.00% | New | 12,265 | $313K |
| Signature Wealth Management Group | 0.12% | Reduce -16.6% | 12,215 | $311K |
| Confluence Investment Management LLC | 0.00% | Add +4.2% | 12,139 | $309K |
| STAR Financial Bank | 0.21% | No change | 11,960 | $305K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,472 | $267K |
| Buffington Mohr McNeal | 0.04% | New | 10,020 | $255K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 9,324 | $238K |
| Paradigm, Strategies in Wealth Management, LLC | 0.15% | New | 8,849 | $226K |
| Glenview Trust Co | 0.00% | No change | 8,613 | $220K |
| Leavell Investment Management, Inc. | 0.01% | New | 8,403 | $214K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 7,996 | $204K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 4,946 | $126K |
| Royal Bank of Canada | 0.00% | Add +14.1% | 4,563 | $116K |
| Phillips Financial Management, LLC | 0.01% | No change | 4,020 | $102K |
| FinTrust Capital Advisors, LLC | 0.02% | New | 3,998 | $102K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $57K |
| American Capital Advisory, LLC | 0.03% | New | 2,219 | $57K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,545 | $39K |
| Allworth Financial LP | 0.00% | No change | 829 | $21K |
| BlackRock, Inc. | 0.00% | — | 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.