iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q2 2026 (June 30)215holders −2
19new positions
18sold out
1famous investor
$21.67avg. 13F price*
At the end of Q2 2026, 215 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, down 2 from Q1 2026. 19 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($74.7M), Bank of America Corp. ($59.8M) and Mercer Global Advisors Inc. ($55.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $37.6M |
| Exits | 18 | $26.2M |
All 13F filers, Q1 2026 → Q2 2026: 5,729,402 shares bought and 4,108,833 shares sold, net +1,620,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Morgan Stanley | 0.00% | Add +1.9% | 3,449,133 | $74.7M |
| Bank of America Corp. | 0.00% | Add +12.4% | 2,763,412 | $59.8M |
| Mercer Global Advisors Inc. | 0.07% | Add +10.4% | 2,580,593 | $55.9M |
| Wells Fargo & Company | 0.01% | Reduce -22.9% | 1,766,489 | $38.2M |
| Brookstone Capital Management | 0.37% | Reduce -2.7% | 1,700,849 | $36.8M |
| TRUE Private Wealth Advisors | 3.12% | Reduce -8.4% | 1,669,970 | $36.2M |
| Financial Advisory Corp | 4.59% | Add +1.7% | 1,598,459 | $34.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.7% | 1,434,792 | $31.1M |
| Asset Advisors Investment Management, LLC | 2.66% | Add +8.3% | 1,340,715 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.0% | 1,295,472 | $28.0M |
| United Capital Financial Advisors, LLC | 0.15% | Add +6.3% | 1,273,661 | $27.6M |
| BlackRock, Inc. | 0.00% | Add +76.7% | 1,220,815 | $26.4M |
| Hengehold Capital Management LLC | 1.87% | Add +7.2% | 1,114,945 | $24.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 1,039,013 | $22.5M |
| HM Payson & Co. | 0.28% | Add +24.6% | 961,074 | $20.8M |
| Atwood & Palmer Inc. | 1.11% | Add +1.5% | 958,727 | $20.8M |
| UBS Group AG | 0.00% | Add +2.4% | 937,678 | $20.3M |
| Journey Advisory Group, LLC | 1.34% | Add +1.4% | 808,737 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.3% | 790,679 | $17.1M |
| Arax Advisory Partners | 0.11% | New | 781,914 | $16.9M |
| Denver PWM, LLC | 4.84% | Add +1.9% | 685,352 | $14.8M |
| MKT Advisors LLC | 4.44% | Add +8.1% | 661,757 | $14.3M |
| LPL Financial LLC | 0.00% | Add +3.9% | 640,840 | $13.9M |
| Merit Financial Group, LLC | 0.08% | Add +3155.1% | 588,260 | $12.7M |
| Wealth Management Strategies, Inc. | 4.89% | Add +6.4% | 577,575 | $12.5M |
| Krilogy Financial LLC | 0.36% | Add +7.9% | 562,283 | $12.2M |
| Integrated Wealth Concepts LLC | 0.08% | Add +63.1% | 561,142 | $12.1M |
| Legacy Private Trust Co. | 0.67% | Add +3.4% | 555,562 | $12.0M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +3.0% | 533,453 | $11.5M |
| Probity Advisors, Inc. | 1.64% | Add +9.3% | 530,491 | $11.5M |
| Shelton Wealth Management, LLC | 4.30% | Add +7.3% | 501,211 | $10.9M |
| NewEdge Advisors, LLC | 0.03% | Add +10.1% | 499,976 | $10.8M |
| ES4, LLC | 5.57% | New | 457,923 | $10.6M |
| MCF Advisors LLC | 0.36% | Add +32276.1% | 431,897 | $10.0M |
| Heartwood Wealth Advisors LLC | 0.75% | Add +1.6% | 446,254 | $9.7M |
| Waycross Investment Management Co | 7.31% | Add +1.7% | 443,173 | $9.6M |
| Eight 31 Financial, LLC | 5.62% | Add +2.7% | 436,563 | $9.5M |
| Park Avenue Securities LLC | 0.05% | Reduce -9.3% | 396,112 | $8.6M |
| D.A. Davidson & Co. | 0.05% | Add +6.5% | 382,798 | $8.3M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +3.2% | 373,145 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.7% | 324,028 | $7.0M |
| Spreng Capital Management, Inc. | 2.54% | Reduce -0.2% | 322,517 | $7.0M |
| Foronjy Financial LLC | 2.51% | Add +6.3% | 315,571 | $6.8M |
| Fagan Associates, Inc. | 0.78% | Add +0.5% | 294,216 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.8% | 290,713 | $6.3M |
| Stifel Financial Corp. | 0.01% | Reduce -72.0% | 275,978 | $6.0M |
| CENTRAL TRUST Co | 0.11% | Add +4.9% | 274,945 | $6.0M |
| Rebalance, LLC | 0.31% | Add +9.6% | 270,435 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.7% | 263,619 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +11.5% | 259,495 | $5.6M |
| Stockman Wealth Management, Inc. | 0.57% | Add +3.2% | 255,938 | $5.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.21% | Add +13.9% | 253,729 | $5.5M |
| Asset Dedication, LLC | 0.34% | Add +13.4% | 247,828 | $5.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -2.2% | 237,720 | $5.1M |
| Belpointe Asset Management LLC | 0.16% | Add +5.5% | 222,170 | $4.8M |
| Accretive Wealth Partners, LLC | 1.06% | Add +22.3% | 201,935 | $4.4M |
| Boston Family Office LLC | 0.24% | Add +24.4% | 184,177 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 182,778 | $4.0M |
| Portland Global Advisors LLC | 0.37% | New | 178,937 | $3.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.2% | 178,850 | $3.9M |
| Howland Capital Management LLC | 0.14% | Add +15.8% | 176,332 | $3.8M |
| Northstar Group, Inc. | 0.49% | Add +25.9% | 170,987 | $3.7M |
| Signaturefd, LLC | 0.05% | Add +1.4% | 168,985 | $3.7M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -5.5% | 165,829 | $3.6M |
| Parallel Advisors, LLC | 0.05% | Add +7.0% | 159,660 | $3.5M |
| MV Capital Management, Inc. | 0.27% | No change | 142,758 | $3.1M |
| SCS Capital Management LLC | 0.03% | Reduce -1.2% | 132,570 | $2.9M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 130,972 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +28.2% | 123,865 | $2.7M |
| Apella Capital, LLC | 0.04% | Add +20.3% | 123,650 | $2.7M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -1.4% | 117,569 | $2.5M |
| Hughes Financial Services, LLC | 0.30% | Add +3.3% | 102,834 | $2.2M |
| Valmark Advisers, Inc. | 0.02% | Add +35.4% | 101,265 | $2.2M |
| Titleist Asset Management, LLC | 0.15% | Add +16.3% | 99,482 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -31.0% | 84,520 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -7.3% | 82,003 | $1.8M |
| Allworth Financial LP | 0.01% | Add +4.1% | 79,119 | $1.7M |
| Midwest Professional Planners, LTD. | 0.33% | Add +32.8% | 76,724 | $1.7M |
| Associated Banc-Corp | 0.04% | Add +0.7% | 69,243 | $1.5M |
| Summitpoint Capital Management | 1.57% | Reduce -16.4% | 67,080 | $1.5M |
| IFP Advisors, Inc | 0.03% | Reduce -7.2% | 66,483 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -27.9% | 65,858 | $1.4M |
| Montecito Bank & Trust | 0.20% | Add +9.8% | 61,837 | $1.3M |
| Reliant Wealth Planning | 0.37% | Add +1.5% | 61,315 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.53% | Add +3.7% | 60,840 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +202.7% | 60,101 | $1.3M |
| Foundry Financial Group, Inc. | 0.56% | Add +0.6% | 59,547 | $1.3M |
| BIP Wealth, LLC | 0.04% | Reduce -65.0% | 57,901 | $1.3M |
| Woodley Farra Manion Portfolio Management Inc. | 0.06% | Add +46.8% | 56,505 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 49,694 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 48,658 | $1.1M |
| Snowden Capital Advisors LLC | 0.02% | Add +1.3% | 43,558 | $943K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -49.1% | 43,414 | $940K |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 42,790 | $926K |
| Moulton Wealth Management, Inc. | 0.60% | New | 42,408 | $915K |
| KFG Wealth Management, LLC | 0.10% | Add +1.8% | 41,440 | $897K |
| Atlantic Private Wealth, LLC | 0.55% | Reduce -3.1% | 41,119 | $890K |
| Compass Ion Advisors, LLC | 0.07% | No change | 38,091 | $825K |
| Duncker Streett & Co. Inc. | 0.14% | Add +0.9% | 37,740 | $817K |
| Great Diamond Partners, LLC | 0.14% | Add +43.1% | 37,075 | $803K |
"% of holder's portfolio" is IBTJ's weight in each manager's 13F, not the share of iShares Ibonds Dec 2029 Term the manager owns.