iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q2 2024 (June 30)107holders +15
21new positions
6sold out
1famous investor
$21.37avg. 13F price*
At the end of Q2 2024, 107 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, up 15 from Q1 2024. 21 opened new positions and 6 sold out. The largest holders were Atwood & Palmer Inc. ($20.1M), Wells Fargo & Company ($13.0M) and Hengehold Capital Management LLC ($12.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $19.2M |
| Exits | 6 | $996K |
All 13F filers, Q1 2024 → Q2 2024: 2,305,626 shares bought and 220,809 shares sold, net +2,084,817 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Atwood & Palmer Inc. | 1.53% | Add +1.6% | 941,975 | $20.1M |
| Wells Fargo & Company | 0.00% | Add +5.6% | 606,875 | $13.0M |
| Hengehold Capital Management LLC | 1.31% | Add +1.8% | 589,743 | $12.6M |
| Journey Advisory Group, LLC | 1.32% | Add +6.6% | 515,204 | $11.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +112.7% | 474,210 | $10.1M |
| Bank of America Corp. | 0.00% | Add +19.1% | 460,632 | $9.8M |
| Waycross Investment Management Co | 9.14% | Add +1.5% | 443,179 | $9.5M |
| Confluence Investment Management LLC | 0.11% | Reduce -0.3% | 365,644 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Add +246.4% | 327,955 | $7.0M |
| UBS Group AG | 0.00% | Add +5.5% | 261,815 | $5.6M |
| Fagan Associates, Inc. | 0.94% | Add +12.0% | 251,386 | $5.4M |
| Probity Advisors, Inc. | 1.08% | Add +34.1% | 243,471 | $5.2M |
| D.A. Davidson & Co. | 0.04% | Add +16.7% | 225,486 | $4.8M |
| Shelton Wealth Management, LLC | 2.47% | Add +45.5% | 193,123 | $4.1M |
| Whalen Wealth Management Inc. | 3.16% | New | 186,483 | $4.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +283.1% | 181,555 | $3.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +18.6% | 180,756 | $3.9M |
| Robertson Stephens Wealth Management, LLC | 0.20% | New | 178,349 | $3.8M |
| Estate Counselors, LLC | 0.41% | New | 174,015 | $3.7M |
| Stockman Wealth Management, Inc. | 0.54% | Add +15.2% | 144,270 | $3.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +805.3% | 143,406 | $3.1M |
| 1858 Wealth Management, LLC | 2.26% | Reduce -0.8% | 127,363 | $2.7M |
| CENTRAL TRUST Co | 0.07% | Add +37.8% | 124,814 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +10.2% | 115,752 | $2.5M |
| Royal Bank of Canada | 0.00% | Reduce -21.1% | 112,829 | $2.4M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 111,121 | $2.4M |
| Accretive Wealth Partners, LLC | 0.96% | Add +1.3% | 107,678 | $2.3M |
| LPL Financial LLC | 0.00% | Add +22.9% | 97,137 | $2.1M |
| Morgan Stanley | 0.00% | Add +6.5% | 89,871 | $1.9M |
| Atlantic Private Wealth, LLC | 1.54% | Add +0.8% | 88,346 | $1.9M |
| Altus Wealth Group LLC | 0.88% | Reduce -25.3% | 82,460 | $1.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +25.2% | 76,767 | $1.6M |
| MV Capital Management, Inc. | 0.16% | Add +2.9% | 67,466 | $1.4M |
| IFP Advisors, Inc | 0.06% | Add +107.4% | 66,670 | $1.4M |
| FF Advisors,LLC | 0.99% | Reduce -0.9% | 65,975 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +4.6% | 65,992 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +52.5% | 63,047 | $1.3M |
| Boston Family Office LLC | 0.10% | New | 63,012 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 63,025 | $1.3M |
| Park Avenue Securities LLC | 0.01% | Add +4.2% | 57,254 | $1.2M |
| STAR Financial Bank | 0.92% | New | 55,938 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +16.2% | 47,732 | $1.0M |
| Associated Banc-Corp | 0.03% | Add +8.4% | 46,553 | $995K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 45,053 | $963K |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.1% | 40,964 | $875K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +22.2% | 40,678 | $869K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +164.1% | 29,728 | $635K |
| Osaic Holdings, Inc. | 0.00% | Add +25.1% | 29,307 | $626K |
| Raymond James & Associates | 0.00% | Add +166.3% | 28,637 | $612K |
| Citadel Advisors | 0.00% | Reduce -74.5% | 28,315 | $605K |
| Snowden Capital Advisors LLC | 0.02% | No change | 27,951 | $597K |
| Old Port Advisors | 0.17% | Add +118.2% | 27,062 | $578K |
| Flow Traders U.S. LLC | 0.03% | New | 26,945 | $576K |
| Compass Ion Advisors, LLC | 0.07% | No change | 24,207 | $520K |
| Valmark Advisers, Inc. | 0.01% | Add +17.1% | 21,824 | $466K |
| Krilogy Financial LLC | 0.03% | Reduce -30.9% | 20,501 | $438K |
| REDW Wealth LLC | 0.11% | Add +9.6% | 20,349 | $435K |
| Foundry Financial Group, Inc. | 0.30% | Add +46.2% | 20,181 | $431K |
| Cerity Partners LLC | 0.00% | No change | 19,568 | $418K |
| Sowell Financial Services LLC | 0.02% | Reduce -18.4% | 19,251 | $411K |
| Mendota Financial Group, LLC | 0.22% | Add +1.0% | 19,026 | $407K |
| Duncker Streett & Co. Inc. | 0.08% | New | 18,728 | $400K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +3.3% | 18,406 | $393K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 17,882 | $382K |
| Mutual Advisors, LLC | 0.01% | Reduce -27.9% | 17,560 | $380K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 16,253 | $347K |
| Apella Capital, LLC | 0.02% | New | 16,124 | $345K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.2% | 14,853 | $317K |
| James Investment Research, Inc. | 0.03% | No change | 13,696 | $293K |
| Hara Capital LLC | 0.18% | No change | 13,421 | $287K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.0% | 13,388 | $286K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +15.4% | 13,194 | $282K |
| Cambridge Financial Group, LLC | 0.13% | New | 13,105 | $280K |
| Asset Dedication, LLC | 0.02% | New | 13,105 | $280K |
| WASHINGTON TRUST Co | 0.01% | Add +37.5% | 13,062 | $279K |
| JDM Financial Group LLC | 0.19% | New | 13,049 | $279K |
| United Capital Financial Advisors, LLC | 0.00% | New | 13,048 | $279K |
| Kestra Advisory Services, LLC | 0.00% | New | 12,629 | $270K |
| Lido Advisors, LLC | 0.00% | Reduce -14.0% | 12,438 | $266K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,698 | $250K |
| Principal Securities, Inc. | 0.01% | Add +8.2% | 11,567 | $247K |
| Granite Harbor Advisors, Inc. | 0.15% | New | 11,026 | $236K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 10,872 | $232K |
| Greenfield Savings Bank | 0.12% | Add +5.9% | 10,500 | $224K |
| Reliant Wealth Planning | 0.10% | No change | 10,155 | $217K |
| BCS Wealth Management | 0.10% | No change | 9,991 | $214K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,367 | $200K |
| Koesten, Hirschmann & Crabtree, INC. | 0.10% | No change | 7,425 | $160K |
| FinTrust Capital Advisors, LLC | 0.02% | Add +0.0% | 5,353 | $114K |
| Cwm, LLC | 0.00% | Add +32.5% | 3,610 | $77K |
| First PREMIER Bank | 0.02% | No change | 3,482 | $74K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +412.9% | 3,216 | $69K |
| Bogart Wealth, LLC | 0.00% | No change | 3,204 | $68K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 2,293 | $49K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,289 | $49K |
| Capital Analysts, LLC | 0.00% | No change | 2,126 | $45K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.4% | 2,038 | $44K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 1,950 | $42K |
| US Bancorp \de | 0.00% | No change | 1,875 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,780 | $38K |
"% 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.