iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q1 2025 (March 31)96holders +12
18new positions
5sold out
$25.04avg. 13F price*
At the end of Q1 2025, 96 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 12 from Q4 2024. 18 opened new positions and 5 sold out. The largest holders were Clearstead Advisors, LLC ($21.3M), Envestnet Asset Management Inc. ($19.1M) and HighTower Advisors, LLC ($18.5M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.5M |
| Exits | 5 | $2.2M |
All 13F filers, Q4 2024 → Q1 2025: 1,709,539 shares bought and 165,372 shares sold, net +1,544,167 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Clearstead Advisors, LLC | 0.33% | Reduce -1.1% | 852,633 | $21.3M |
| Envestnet Asset Management Inc. | 0.01% | Add +4.6% | 762,631 | $19.1M |
| HighTower Advisors, LLC | 0.03% | Add +13.4% | 740,147 | $18.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +7.0% | 705,785 | $17.7M |
| Kathmere Capital Management, LLC | 0.84% | Add +151.0% | 394,027 | $9.9M |
| Bank of America Corp. | 0.00% | Add +111.5% | 389,709 | $9.8M |
| UBS Group AG | 0.00% | Add +33.0% | 339,315 | $8.5M |
| Raymond James Financial Inc. | 0.00% | Add +60.8% | 282,483 | $7.1M |
| Wells Fargo & Company | 0.00% | Add +11.0% | 182,191 | $4.6M |
| Praetorian Wealth Management, Inc. | 1.02% | Add +9.2% | 167,865 | $4.2M |
| US Bancorp \de | 0.01% | Add +181.0% | 152,239 | $3.8M |
| LPL Financial LLC | 0.00% | Add +47.2% | 134,333 | $3.4M |
| Cypress Point Wealth Management, LLC | 0.95% | No change | 119,718 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Add +1.1% | 115,816 | $2.9M |
| LBMC Investment Advisors, LLC | 0.22% | Add +67.0% | 112,413 | $2.8M |
| Howland Capital Management LLC | 0.11% | Add +132.9% | 98,654 | $2.5M |
| Coldstream Capital Management Inc. | 0.05% | Add +12.3% | 98,556 | $2.5M |
| United Capital Financial Advisors, LLC | 0.02% | Add +27.0% | 97,011 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.3% | 84,353 | $2.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Add +18.0% | 83,819 | $2.1M |
| Jane Street Group, LLC | 0.00% | New | 77,640 | $1.9M |
| Woodmont Investment Counsel LLC | 0.14% | Add +16.3% | 76,056 | $1.9M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Add +8.7% | 74,671 | $1.9M |
| Quantum Financial Advisors, LLC | 0.28% | New | 74,205 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +697.2% | 72,385 | $1.8M |
| Morgan Stanley | 0.00% | Add +4.4% | 63,518 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +38.3% | 58,305 | $1.5M |
| Sandy Spring Bank | 0.06% | Add +18.5% | 57,229 | $1.4M |
| Envision Financial Planning, LLC | 0.68% | No change | 53,568 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.23% | Add +401.4% | 49,769 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Reduce -14.2% | 46,668 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.2% | 42,629 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | No change | 39,500 | $989K |
| Commonwealth Equity Services, LLC | 0.00% | Add +196.2% | 39,473 | $988K |
| Capital Investment Advisors, LLC | 0.02% | Add +8.7% | 34,968 | $876K |
| James Investment Research, Inc. | 0.11% | Reduce -4.3% | 34,330 | $860K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | No change | 33,100 | $829K |
| Rockefeller Capital Management L.P. | 0.00% | Add +12.6% | 32,359 | $810K |
| GC Wealth Management RIA, LLC | 0.15% | Add +3.7% | 32,029 | $802K |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,000 | $776K |
| Granite Harbor Advisors, Inc. | 0.41% | New | 30,649 | $767K |
| FF Advisors,LLC | 0.44% | Add +14.1% | 30,599 | $762K |
| Blue Square Asset Management, LLC | 0.41% | Reduce -0.1% | 30,209 | $756K |
| Signature Wealth Management Group | 0.29% | Add +7.4% | 29,551 | $740K |
| Stifel Financial Corp. | 0.00% | Add +18.5% | 27,488 | $688K |
| Crumly & Associates Inc. | 0.19% | Reduce -50.0% | 26,870 | $673K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -9.6% | 25,042 | $627K |
| Kestra Advisory Services, LLC | 0.00% | Add +12.6% | 24,492 | $613K |
| PFG Private Wealth Management, LLC | 0.32% | New | 23,445 | $587K |
| Cetera Investment Advisers | 0.00% | New | 23,011 | $576K |
| Klingman & Associates, LLC | 0.03% | Add +5.2% | 22,373 | $560K |
| Valmark Advisers, Inc. | 0.01% | Add +1.7% | 22,004 | $551K |
| Phillips Financial Management, LLC | 0.04% | Add +443.5% | 21,849 | $547K |
| Partners Wealth Management, LLC | 0.61% | No change | 21,536 | $539K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 21,302 | $533K |
| Parallel Advisors, LLC | 0.01% | Add +0.1% | 19,701 | $493K |
| 10Elms LLP | 0.57% | Add +19.4% | 19,350 | $485K |
| Crews Bank & Trust | 0.08% | No change | 17,710 | $443K |
| IFP Advisors, Inc | 0.01% | Reduce -6.7% | 17,492 | $438K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -6.0% | 16,869 | $422K |
| PGIM Custom Harvest LLC | 0.01% | New | 16,857 | $422K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +43.1% | 16,742 | $419K |
| Wrapmanager Inc. | 0.10% | Reduce -3.1% | 14,794 | $370K |
| Mariner, LLC | 0.00% | No change | 14,658 | $367K |
| Leavell Investment Management, Inc. | 0.02% | Add +1.2% | 13,818 | $346K |
| Trust Co | 0.04% | Add +40.7% | 13,815 | $346K |
| Summit Wealth Partners, LLC | 0.07% | New | 14,828 | $343K |
| Leo Wealth, LLC | 0.05% | Add +0.4% | 13,016 | $326K |
| Confluence Investment Management LLC | 0.00% | Add +1.5% | 12,322 | $309K |
| Archford Capital Strategies, LLC | 0.04% | New | 12,271 | $307K |
| STAR Financial Bank | 0.22% | No change | 11,960 | $299K |
| Buffington Mohr McNeal | 0.05% | No change | 10,020 | $251K |
| Segment Wealth Management, LLC | 0.02% | No change | 9,720 | $243K |
| Assetmark, Inc. | 0.00% | Add +405.9% | 9,667 | $242K |
| Paradigm, Strategies in Wealth Management, LLC | 0.16% | Add +6.8% | 9,446 | $237K |
| OneAscent Financial Services LLC | 0.02% | New | 9,329 | $234K |
| Brookstone Capital Management | 0.00% | New | 9,226 | $231K |
| Glenview Trust Co | 0.00% | No change | 8,613 | $216K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | New | 8,164 | $204K |
| Cary Street Partners Financial LLC | 0.01% | New | 7,996 | $200K |
| Royal Bank of Canada | 0.00% | Add +16.1% | 6,536 | $164K |
| Hills Bank & Trust Co | 0.01% | New | 5,981 | $150K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $56K |
| American Capital Advisory, LLC | 0.03% | No change | 2,219 | $56K |
| Elequin Capital, LP | 0.01% | New | 2,004 | $50K |
| Noble Wealth Management PBC | 0.03% | No change | 2,000 | $50K |
| Cwm, LLC | 0.00% | New | 2,000 | $50K |
| FMR LLC | 0.00% | New | 1,418 | $36K |
| Princeton Global Asset Management LLC | 0.01% | New | 1,100 | $28K |
| Allworth Financial LP | 0.00% | No change | 829 | $21K |
| Collier Financial | 0.01% | No change | 396 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 316 | $8K |
| Addison Advisors LLC | 0.00% | No change | 180 | $5K |
| BlackRock, Inc. | 0.00% | No change | 148 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -90.9% | 96 | $2K |
| Principal Securities, Inc. | 0.00% | No change | 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.