iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q4 2024 (December 31)84holders +28
30new positions
4sold out
$24.96avg. 13F price*
At the end of Q4 2024, 84 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 28 from Q3 2024. 30 opened new positions and 4 sold out. The largest holders were Clearstead Advisors, LLC ($21.5M), Envestnet Asset Management Inc. ($18.2M) and Mercer Global Advisors Inc. ($16.5M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $37.4M |
| Exits | 4 | $3.1M |
All 13F filers, Q3 2024 → Q4 2024: 2,382,363 shares bought and 511,806 shares sold, net +1,870,557 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Clearstead Advisors, LLC | 0.33% | Add +8.1% | 862,163 | $21.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.0% | 728,792 | $18.2M |
| Mercer Global Advisors Inc. | 0.04% | New | 659,681 | $16.5M |
| HighTower Advisors, LLC | 0.02% | Add +29.8% | 652,909 | $16.3M |
| UBS Group AG | 0.00% | Add +138.6% | 255,202 | $6.4M |
| Bank of America Corp. | 0.00% | Reduce -6.8% | 184,250 | $4.6M |
| Raymond James Financial Inc. | 0.00% | — | 175,726 | $4.4M |
| Wells Fargo & Company | 0.00% | Add +583.9% | 164,187 | $4.1M |
| Kathmere Capital Management, LLC | 0.35% | Reduce -70.2% | 156,982 | $3.9M |
| Praetorian Wealth Management, Inc. | 0.93% | Add +29.9% | 153,688 | $3.8M |
| Cypress Point Wealth Management, LLC | 0.93% | Add +0.8% | 119,718 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Add +24.2% | 114,555 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | New | 105,852 | $2.6M |
| LPL Financial LLC | 0.00% | Add +109.3% | 91,235 | $2.3M |
| Coldstream Capital Management Inc. | 0.05% | Add +182.5% | 87,742 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | New | 76,363 | $1.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | New | 71,010 | $1.8M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Add +0.2% | 68,672 | $1.7M |
| LBMC Investment Advisors, LLC | 0.13% | New | 67,329 | $1.7M |
| Woodmont Investment Counsel LLC | 0.12% | Add +220.9% | 65,404 | $1.6M |
| Morgan Stanley | 0.00% | New | 60,824 | $1.5M |
| Sax Wealth Advisors, LLC | 0.11% | New | 60,061 | $1.4M |
| Osaic Holdings, Inc. | 0.00% | Add +46.5% | 54,403 | $1.4M |
| US Bancorp \de | 0.00% | New | 54,176 | $1.4M |
| Crumly & Associates Inc. | 0.37% | Reduce -3.8% | 53,742 | $1.3M |
| Envision Financial Planning, LLC | 0.69% | New | 53,568 | $1.3M |
| Sandy Spring Bank | 0.05% | Add +29.7% | 48,305 | $1.2M |
| Howland Capital Management LLC | 0.05% | Add +7.6% | 42,354 | $1.1M |
| Focus Partners Wealth | 0.00% | New | 42,171 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | New | 39,500 | $987K |
| James Investment Research, Inc. | 0.11% | Add +6.7% | 35,880 | $896K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | No change | 33,100 | $827K |
| Capital Investment Advisors, LLC | 0.02% | Add +48.4% | 32,169 | $804K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $774K |
| GC Wealth Management RIA, LLC | 0.14% | Add +3.2% | 30,873 | $771K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +519.0% | 30,615 | $765K |
| Blue Square Asset Management, LLC | 0.38% | New | 30,244 | $755K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.0% | 28,733 | $718K |
| CFS Investment Advisory Services, LLC | 0.06% | New | 27,701 | $692K |
| Signature Wealth Management Group | 0.28% | Add +125.3% | 27,516 | $687K |
| FF Advisors,LLC | 0.46% | Add +8.7% | 26,817 | $674K |
| Stifel Financial Corp. | 0.00% | New | 23,192 | $579K |
| Kestra Advisory Services, LLC | 0.00% | Add +107.8% | 21,758 | $544K |
| Valmark Advisers, Inc. | 0.01% | Add +22.9% | 21,639 | $541K |
| Partners Wealth Management, LLC | 0.61% | — | 21,536 | $538K |
| Klingman & Associates, LLC | 0.03% | Reduce -14.3% | 21,277 | $532K |
| Parallel Advisors, LLC | 0.01% | Add +1.6% | 19,674 | $491K |
| IFP Advisors, Inc | 0.02% | New | 18,750 | $468K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -5.7% | 17,939 | $448K |
| Crews Bank & Trust | 0.07% | — | 17,710 | $442K |
| 10Elms LLP | 0.51% | — | 16,200 | $405K |
| Kades & Cheifetz LLC | 0.20% | New | 15,356 | $384K |
| Wrapmanager Inc. | 0.10% | Reduce -0.2% | 15,261 | $381K |
| Newman Dignan & Sheerar, Inc. | 0.10% | New | 15,001 | $375K |
| Mariner, LLC | 0.00% | No change | 14,658 | $366K |
| Leavell Investment Management, Inc. | 0.02% | Add +62.5% | 13,653 | $341K |
| Commonwealth Equity Services, LLC | 0.00% | Add +42.9% | 13,328 | $333K |
| Leo Wealth, LLC | 0.03% | New | 12,960 | $324K |
| Confluence Investment Management LLC | 0.00% | No change | 12,139 | $303K |
| STAR Financial Bank | 0.22% | No change | 11,960 | $299K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,703 | $292K |
| Buffington Mohr McNeal | 0.04% | No change | 10,020 | $250K |
| Sentinel Pension Advisors, LLC | 0.05% | New | 9,927 | $248K |
| Trust Co | 0.03% | New | 9,820 | $245K |
| Segment Wealth Management, LLC | 0.02% | New | 9,720 | $243K |
| Lido Advisors, LLC | 0.00% | New | 9,080 | $227K |
| Paradigm, Strategies in Wealth Management, LLC | 0.15% | No change | 8,849 | $221K |
| Glenview Trust Co | 0.00% | No change | 8,613 | $215K |
| Susquehanna International Group, LLP | 0.00% | New | 8,549 | $214K |
| Foundry Financial Group, Inc. | 0.12% | New | 8,047 | $201K |
| Royal Bank of Canada | 0.00% | Add +23.4% | 5,631 | $141K |
| Phillips Financial Management, LLC | 0.01% | No change | 4,020 | $100K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $56K |
| American Capital Advisory, LLC | 0.03% | No change | 2,219 | $55K |
| Noble Wealth Management PBC | 0.03% | — | 2,000 | $50K |
| Assetmark, Inc. | 0.00% | New | 1,911 | $48K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -31.6% | 1,057 | $26K |
| Allworth Financial LP | 0.00% | No change | 829 | $21K |
| Collier Financial | 0.01% | — | 396 | $10K |
| Stephens Consulting, LLC | 0.00% | New | 316 | $8K |
| Addison Advisors LLC | 0.00% | New | 180 | $4K |
| BlackRock, Inc. | 0.00% | Add +138.7% | 148 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 78 | $2K |
| Principal Securities, Inc. | 0.00% | New | 20 | $500 |
"% 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.