iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q1 2024 (March 31)92holders
2famous investors
$21.50avg. 13F price*
At the end of Q1 2024, 92 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings. The largest holders were Atwood & Palmer Inc. ($19.9M), Hengehold Capital Management LLC ($12.5M) and Wells Fargo & Company ($12.4M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $25.3M |
| Exits | 4 | $3.2M |
Ownership 92 holders
| Atwood & Palmer Inc. | 1.51% | Add +12.8% | 926,690 | $19.9M |
| Hengehold Capital Management LLC | 1.33% | Reduce -1.0% | 579,247 | $12.5M |
| Wells Fargo & Company | 0.00% | Add +15.1% | 574,542 | $12.4M |
| Journey Advisory Group, LLC | 1.28% | New | 483,446 | $10.4M |
| Waycross Investment Management Co | 8.75% | Add +7.3% | 436,594 | $9.4M |
| Bank of America Corp. | 0.00% | Add +5.8% | 386,698 | $8.3M |
| Confluence Investment Management LLC | 0.11% | Add +1.9% | 366,684 | $7.9M |
| UBS Group AG | 0.00% | Add +72.5% | 248,205 | $5.3M |
| Fagan Associates, Inc. | 0.90% | New | 224,505 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +145.3% | 222,929 | $4.8M |
| D.A. Davidson & Co. | 0.04% | Add +50.5% | 193,238 | $4.2M |
| Probity Advisors, Inc. | 0.81% | Add +89.1% | 181,583 | $3.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +106.5% | 152,344 | $3.3M |
| Royal Bank of Canada | 0.00% | Add +79.2% | 143,008 | $3.1M |
| Shelton Wealth Management, LLC | 1.79% | Add +47.3% | 132,735 | $2.9M |
| 1858 Wealth Management, LLC | 2.65% | No change | 128,435 | $2.8M |
| Stockman Wealth Management, Inc. | 0.48% | Add +23.6% | 125,276 | $2.7M |
| Citadel Advisors | 0.00% | New | 111,222 | $2.4M |
| SCS Capital Management LLC | 0.05% | New | 110,929 | $2.4M |
| Altus Wealth Group LLC | 1.19% | Reduce -6.8% | 110,387 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +0.3% | 105,024 | $2.3M |
| Accretive Wealth Partners, LLC | 1.00% | Add +7.3% | 106,316 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.7% | 94,685 | $2.0M |
| CENTRAL TRUST Co | 0.05% | Add +121.9% | 90,594 | $1.9M |
| Atlantic Private Wealth, LLC | 1.57% | Add +28.2% | 87,687 | $1.9M |
| Morgan Stanley | 0.00% | Add +124.4% | 84,370 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -19.2% | 79,024 | $1.7M |
| FF Advisors,LLC | 0.99% | Add +45.7% | 66,561 | $1.4M |
| MV Capital Management, Inc. | 0.16% | Add +29.5% | 65,571 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +59.4% | 63,113 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | New | 61,298 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +226.4% | 54,938 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.5% | 49,440 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.1% | 47,387 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +41.3% | 44,985 | $967K |
| Associated Banc-Corp | 0.03% | Add +7.0% | 42,963 | $924K |
| Cetera Investment Advisers | 0.00% | Add +122.6% | 41,349 | $889K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 41,081 | $883K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +59.7% | 33,288 | $716K |
| IFP Advisors, Inc | 0.03% | No change | 32,142 | $691K |
| Krilogy Financial LLC | 0.05% | Reduce -27.4% | 29,670 | $638K |
| Snowden Capital Advisors LLC | 0.02% | No change | 27,951 | $601K |
| Mutual Advisors, LLC | 0.02% | Reduce -8.4% | 24,353 | $524K |
| Compass Ion Advisors, LLC | 0.07% | No change | 24,207 | $520K |
| Sowell Financial Services LLC | 0.02% | Reduce -8.7% | 23,583 | $507K |
| Osaic Holdings, Inc. | 0.00% | Add +11.7% | 23,430 | $504K |
| Lincoln National Corp. | 0.01% | New | 20,931 | $450K |
| Cerity Partners LLC | 0.00% | Add +21.1% | 19,568 | $421K |
| Mendota Financial Group, LLC | 0.24% | Add +55.3% | 18,838 | $405K |
| Valmark Advisers, Inc. | 0.01% | New | 18,637 | $401K |
| REDW Wealth LLC | 0.11% | Add +91.2% | 18,559 | $399K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +18.5% | 17,817 | $383K |
| Resonant Capital Advisors, LLC | 0.03% | Reduce -0.0% | 16,253 | $349K |
| Mercer Global Advisors Inc. | 0.00% | New | 15,840 | $340K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.1% | 14,824 | $319K |
| Lido Advisors, LLC | 0.00% | New | 14,470 | $311K |
| Foundry Financial Group, Inc. | 0.21% | New | 13,801 | $297K |
| James Investment Research, Inc. | 0.04% | Add +19.7% | 13,696 | $294K |
| Hara Capital LLC | 0.17% | New | 13,421 | $289K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.6% | 13,256 | $285K |
| Old Port Advisors | 0.08% | New | 12,403 | $267K |
| Highland Financial Advisors, LLC | 0.10% | No change | 11,698 | $252K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Reduce -11.2% | 11,432 | $246K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 11,258 | $242K |
| Raymond James & Associates | 0.00% | Add +11.1% | 10,754 | $231K |
| Principal Securities, Inc. | 0.01% | No change | 10,689 | $230K |
| Yoder Wealth Management, Inc. | 0.15% | New | 10,600 | $228K |
| Fisher Asset Management | 0.00% | New | 10,196 | $219K |
| Reliant Wealth Planning | 0.10% | New | 10,155 | $218K |
| BCS Wealth Management | 0.07% | No change | 9,991 | $215K |
| Greenfield Savings Bank | 0.11% | New | 9,917 | $213K |
| WASHINGTON TRUST Co | 0.01% | New | 9,500 | $204K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | New | 7,425 | $160K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +24.5% | 5,351 | $115K |
| First PREMIER Bank | 0.02% | Add +2.4% | 3,482 | $75K |
| Bogart Wealth, LLC | 0.00% | Reduce -2.4% | 3,204 | $69K |
| JPMorgan Chase & Co. | 0.00% | New | 3,000 | $65K |
| Cwm, LLC | 0.00% | Add +20.4% | 2,724 | $59K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,289 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 2,126 | $46K |
| Benjamin Edwards Inc. | 0.01% | Add +74.9% | 2,046 | $44K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 1,930 | $42K |
| US Bancorp \de | 0.00% | New | 1,875 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,780 | $38K |
| Bank of Montreal | 0.00% | Reduce -73.8% | 1,634 | $35K |
| Evergreen Private Wealth LLC | 0.01% | No change | 1,168 | $25K |
| Grove Bank & Trust | 0.00% | No change | 1,125 | $24K |
| Allworth Financial LP | 0.00% | No change | 948 | $20K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +291.9% | 627 | $13K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 436 | $10K |
| Barrett & Company, Inc. | 0.00% | New | 400 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | New | 64 | $1K |
"% 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.