iShares Ibonds Dec 2029 M BDIBMRETF
13F holders, Q3 2025 (September 30)114holders +7
13new positions
6sold out
$25.47avg. 13F price*
At the end of Q3 2025, 114 institutions reported holding iShares Ibonds Dec 2029 M BD (IBMR) in their 13F filings, up 7 from Q2 2025. 13 opened new positions and 6 sold out. The largest holders were Clearstead Advisors, LLC ($23.0M), Mercer Global Advisors Inc. ($21.0M) and HighTower Advisors, LLC ($18.2M).
- Company
- iShares Ibonds Dec 2029 M BD
- CUSIP
- 46436E163
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $14.7M |
| Exits | 6 | $4.7M |
All 13F filers, Q2 2025 → Q3 2025: 1,762,223 shares bought and 916,752 shares sold, net +845,471 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Clearstead Advisors, LLC | 0.34% | Add +2.2% | 902,055 | $23.0M |
| Mercer Global Advisors Inc. | 0.04% | Add +7.5% | 821,622 | $21.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -2.6% | 712,052 | $18.2M |
| Bank of America Corp. | 0.00% | Add +11.1% | 571,874 | $14.6M |
| Vishria Bird Financial Group, LLC | 1.92% | Add +2278.9% | 382,903 | $9.8M |
| US Bancorp \de | 0.01% | Add +32.8% | 335,360 | $8.6M |
| Wells Fargo & Company | 0.00% | Add +56.9% | 325,718 | $8.3M |
| UBS Group AG | 0.00% | Reduce -0.7% | 313,761 | $8.0M |
| Kathmere Capital Management, LLC | 0.51% | Add +0.9% | 279,882 | $7.1M |
| LBMC Investment Advisors, LLC | 0.42% | Add +15.9% | 260,666 | $6.7M |
| Spreng Capital Management, Inc. | 2.51% | New | 260,831 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -5.6% | 210,181 | $5.4M |
| LPL Financial LLC | 0.00% | Add +8.9% | 177,746 | $4.5M |
| Praetorian Wealth Management, Inc. | 0.92% | Add +0.9% | 175,401 | $4.5M |
| Summit Financial, LLC | 0.06% | New | 151,640 | $3.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +6.0% | 133,388 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +7.3% | 131,080 | $3.3M |
| CENTRAL TRUST Co | 0.07% | Add +4.1% | 129,364 | $3.3M |
| Hills Bank & Trust Co | 0.19% | Add +182.0% | 125,149 | $3.2M |
| Howland Capital Management LLC | 0.12% | Add +41.9% | 123,101 | $3.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -84.3% | 122,427 | $3.1M |
| Quantum Financial Advisors, LLC | 0.38% | Add +55.5% | 120,758 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.62% | No change | 119,718 | $3.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +14.8% | 113,259 | $2.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +12.1% | 111,808 | $2.9M |
| Woodmont Investment Counsel LLC | 0.18% | Add +17.1% | 107,068 | $2.7M |
| Lido Advisors, LLC | 0.01% | Add +7.5% | 89,387 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +1.3% | 84,023 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +20.9% | 82,238 | $2.1M |
| Morgan Stanley | 0.00% | Add +9.6% | 81,928 | $2.1M |
| Confluence Investment Management LLC | 0.03% | Reduce -6.8% | 73,935 | $1.9M |
| Sound View Wealth Advisors Group, LLC | 0.12% | Reduce -12.4% | 67,740 | $1.7M |
| Atlantic Union Bankshares Corp | 0.03% | Add +1.7% | 57,087 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 56,861 | $1.5M |
| Benjamin Edwards Inc. | 0.02% | Add +1.6% | 53,704 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.6% | 51,295 | $1.3M |
| Sentinel Pension Advisors, LLC | 0.21% | Add +0.7% | 50,416 | $1.3M |
| Envision Financial Planning, LLC | 0.50% | Reduce -14.6% | 46,471 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +66.8% | 45,590 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Add +1.1% | 43,874 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 42,985 | $1.1M |
| Granite Harbor Advisors, Inc. | 0.45% | Add +36.4% | 41,805 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.0% | 41,062 | $1.0M |
| Leavell Investment Management, Inc. | 0.04% | Add +35.2% | 39,033 | $997K |
| GC Wealth Management RIA, LLC | 0.03% | Add +14.2% | 35,843 | $915K |
| Aspen Wealth Management LLC | 0.20% | New | 35,163 | $898K |
| James Investment Research, Inc. | 0.10% | Reduce -0.3% | 34,212 | $873K |
| Osaic Holdings, Inc. | 0.00% | Add +0.3% | 34,034 | $868K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.5% | 33,857 | $864K |
| Roof Eidam Maycock Peralta, LLC | 0.21% | No change | 33,100 | $845K |
| Curbstone Financial Management Corp | 0.16% | Add +15.4% | 32,270 | $824K |
| Mariner, LLC | 0.00% | Add +119.7% | 32,205 | $822K |
| Phillips Financial Management, LLC | 0.05% | No change | 31,792 | $812K |
| Signature Wealth Management Group | 0.31% | Reduce -0.2% | 31,525 | $805K |
| FF Advisors,LLC | 0.38% | Add +0.7% | 31,214 | $797K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $791K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +83.2% | 30,841 | $787K |
| Elequin Capital, LP | 0.06% | New | 29,607 | $756K |
| Blue Square Asset Management, LLC | 0.32% | Reduce -2.4% | 28,607 | $730K |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 28,392 | $725K |
| Valmark Advisers, Inc. | 0.01% | Add +10.0% | 27,470 | $701K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.1% | 26,841 | $685K |
| Spinnaker Trust | 0.04% | Add +60.0% | 26,320 | $672K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -3.6% | 25,469 | $650K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -3.0% | 24,140 | $614K |
| Brookstone Capital Management | 0.01% | Add +111.6% | 23,996 | $613K |
| Godshalk Welsh Capital Management, Inc. | 0.35% | Add +150.5% | 23,800 | $608K |
| Flow Traders U.S. LLC | 0.02% | Add +9.4% | 23,116 | $590K |
| Newman Dignan & Sheerar, Inc. | 0.12% | Add +36.1% | 22,342 | $570K |
| Klingman & Associates, LLC | 0.03% | Reduce -3.6% | 21,380 | $546K |
| IFP Advisors, Inc | 0.01% | Add +0.3% | 21,109 | $539K |
| 10Elms LLP | 0.54% | Add +3.5% | 20,400 | $521K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.0% | 20,250 | $517K |
| Creative Planning | 0.00% | New | 19,743 | $504K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -6.6% | 19,644 | $502K |
| Smith, Moore & Co. | 0.04% | Add +27.9% | 18,272 | $466K |
| Members Wealth LLC | 0.29% | — | 18,240 | $465K |
| Crews Bank & Trust | 0.07% | No change | 17,710 | $452K |
| Paradigm, Strategies in Wealth Management, LLC | 0.26% | Add +6.7% | 15,658 | $400K |
| Leo Wealth, LLC | 0.05% | Add +17.7% | 15,412 | $393K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 14,048 | $359K |
| Trust Co | 0.04% | No change | 13,815 | $353K |
| Archford Capital Strategies, LLC | 0.04% | Add +6.9% | 13,760 | $351K |
| Private Advisor Group, LLC | 0.00% | Add +37.4% | 12,532 | $320K |
| Freestone Capital Holdings, LLC | 0.01% | New | 11,700 | $299K |
| Park Avenue Securities LLC | 0.00% | New | 11,516 | $294K |
| Royal Bank of Canada | 0.00% | Add +68.3% | 11,130 | $285K |
| Susquehanna International Group, LLP | 0.00% | New | 10,918 | $279K |
| Meridian Wealth Management, LLC | 0.01% | Add +15.7% | 10,312 | $263K |
| Rossmore Private Capital | 0.03% | Add +16.1% | 9,947 | $254K |
| Segment Wealth Management, LLC | 0.01% | No change | 9,720 | $248K |
| OneAscent Financial Services LLC | 0.02% | Add +9.7% | 9,640 | $246K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +9.5% | 8,895 | $227K |
| Cary Street Partners Financial LLC | 0.01% | Add +8.6% | 8,686 | $222K |
| Glenview Trust Co | 0.00% | No change | 8,613 | $220K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 8,300 | $212K |
| Droms Strauss Advisors Inc. /Mo/ | 0.06% | Reduce -11.2% | 8,245 | $210K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 7,977 | $204K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -38.4% | 7,724 | $197K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,048 | $78K |
| Harbour Investments, Inc. | 0.00% | Add +64.1% | 2,621 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,250 | $57K |
| American Capital Advisory, LLC | 0.03% | No change | 2,219 | $57K |
| Noble Wealth Management PBC | 0.03% | — | 2,000 | $51K |
| Cwm, LLC | 0.00% | No change | 2,000 | $51K |
| Barrett & Company, Inc. | 0.02% | No change | 1,810 | $46K |
| Global Retirement Partners, LLC | 0.00% | New | 1,724 | $44K |
| Princeton Global Asset Management LLC | 0.00% | No change | 1,100 | $28K |
| Addison Advisors LLC | 0.01% | No change | 1,005 | $26K |
| Allworth Financial LP | 0.00% | No change | 829 | $21K |
| Stephens Consulting, LLC | 0.00% | No change | 316 | $8K |
| BlackRock, Inc. | 0.00% | No change | 151 | $4K |
| Jones Financial Companies LLLP | 0.00% | New | 47 | $1K |
| Principal Securities, Inc. | 0.00% | No change | 20 | $511 |
"% 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.