iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q3 2024 (September 30)126holders +19
21new positions
2sold out
$22.02avg. 13F price*
At the end of Q3 2024, 126 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, up 19 from Q2 2024. 21 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($23.2M), Atwood & Palmer Inc. ($22.4M) and Raymond James Financial Services Advisors, Inc. ($14.9M).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $13.3M |
| Exits | 2 | $985K |
All 13F filers, Q2 2024 → Q3 2024: 3,309,058 shares bought and 370,670 shares sold, net +2,938,388 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 126 holders
| Wells Fargo & Company | 0.01% | Add +73.2% | 1,051,024 | $23.2M |
| Atwood & Palmer Inc. | 1.52% | Add +7.6% | 1,013,660 | $22.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +272.6% | 673,401 | $14.9M |
| Hengehold Capital Management LLC | 1.29% | Add +4.1% | 613,961 | $13.6M |
| Bank of America Corp. | 0.00% | Add +26.0% | 580,574 | $12.8M |
| UBS Group AG | 0.00% | Add +115.8% | 565,131 | $12.5M |
| Commonwealth Equity Services, LLC | 0.02% | Add +17.6% | 557,475 | $12.3M |
| Journey Advisory Group, LLC | 1.32% | No change | 515,204 | $11.0M |
| Waycross Investment Management Co | 9.22% | Add +2.2% | 452,943 | $10.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +100.4% | 363,830 | $8.0M |
| Confluence Investment Management LLC | 0.11% | Reduce -2.3% | 357,157 | $7.9M |
| Mercer Global Advisors Inc. | 0.02% | Add +126.2% | 324,442 | $7.2M |
| Probity Advisors, Inc. | 1.17% | Add +13.9% | 277,254 | $6.1M |
| Fagan Associates, Inc. | 1.00% | Add +6.8% | 268,497 | $5.9M |
| D.A. Davidson & Co. | 0.05% | Add +12.0% | 252,645 | $5.6M |
| Spreng Capital Management, Inc. | 2.50% | New | 238,436 | $5.2M |
| Shelton Wealth Management, LLC | 2.85% | Add +17.6% | 227,105 | $5.0M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Add +19.4% | 212,862 | $4.7M |
| Whalen Wealth Management Inc. | 2.81% | Reduce -3.7% | 179,613 | $4.0M |
| Estate Counselors, LLC | 0.40% | Reduce -0.2% | 173,667 | $3.8M |
| CENTRAL TRUST Co | 0.09% | Add +35.3% | 168,836 | $3.7M |
| Stockman Wealth Management, Inc. | 0.55% | Add +10.9% | 159,991 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +225.3% | 132,318 | $2.9M |
| 1858 Wealth Management, LLC | 2.34% | Add +1.2% | 128,896 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +5.7% | 122,322 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 120,133 | $2.7M |
| LifePlan Financial, LLC | 2.17% | New | 107,736 | $2.5M |
| IFP Advisors, Inc | 0.09% | Add +71.7% | 114,483 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +288.1% | 113,733 | $2.5M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 111,310 | $2.5M |
| Accretive Wealth Partners, LLC | 1.01% | Add +1.8% | 109,564 | $2.4M |
| LPL Financial LLC | 0.00% | Add +10.5% | 107,304 | $2.4M |
| Morgan Stanley | 0.00% | Add +13.7% | 102,220 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +42.5% | 94,025 | $2.1M |
| Atlantic Private Wealth, LLC | 1.47% | Reduce -0.8% | 87,684 | $1.9M |
| STAR Financial Bank | 1.22% | Add +46.2% | 81,770 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +763.2% | 80,853 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Add +2.4% | 78,626 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -65.4% | 113,431 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +15.7% | 72,964 | $1.6M |
| MV Capital Management, Inc. | 0.17% | Add +5.4% | 71,130 | $1.6M |
| Boston Family Office LLC | 0.11% | Add +12.5% | 70,876 | $1.6M |
| FF Advisors,LLC | 1.02% | Add +8.9% | 71,828 | $1.6M |
| Altus Wealth Group LLC | 0.65% | Reduce -17.0% | 68,446 | $1.5M |
| Park Avenue Securities LLC | 0.02% | Add +14.9% | 65,770 | $1.5M |
| Associated Banc-Corp | 0.03% | Add +13.3% | 52,721 | $1.2M |
| Cowa, LLC | 0.53% | New | 50,561 | $1.1M |
| Transcend Capital Advisors, LLC | 0.07% | New | 46,925 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.7% | 46,278 | $1.0M |
| Cary Street Partners Investment Advisory LLC | 0.03% | New | 42,663 | $943K |
| NewEdge Advisors, LLC | 0.01% | Add +0.8% | 41,293 | $913K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +30.3% | 38,728 | $856K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -20.8% | 37,821 | $836K |
| Raymond James & Associates | 0.00% | Add +22.0% | 34,945 | $772K |
| Integrated Wealth Concepts LLC | 0.01% | Add +125.5% | 33,497 | $740K |
| Old Port Advisors | 0.20% | Add +23.4% | 33,381 | $738K |
| Snowden Capital Advisors LLC | 0.02% | Add +16.4% | 32,527 | $719K |
| Reliant Wealth Planning | 0.28% | Add +190.7% | 29,516 | $652K |
| Valmark Advisers, Inc. | 0.01% | Add +33.0% | 29,030 | $642K |
| Krilogy Financial LLC | 0.04% | Add +37.8% | 28,258 | $625K |
| Jim Saulnier & Associates, LLC | 0.61% | — | 28,125 | $622K |
| United Capital Financial Advisors, LLC | 0.00% | Add +107.9% | 27,132 | $600K |
| Jane Street Group, LLC | 0.00% | Reduce -57.0% | 27,121 | $600K |
| Compass Ion Advisors, LLC | 0.07% | No change | 24,207 | $535K |
| Foundry Financial Group, Inc. | 0.32% | Add +15.3% | 23,264 | $514K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.01% | Add +66.7% | 21,999 | $486K |
| Mendota Financial Group, LLC | 0.22% | Add +10.7% | 21,069 | $466K |
| Benjamin Edwards Inc. | 0.01% | Add +918.6% | 20,759 | $459K |
| REDW Wealth LLC | 0.12% | No change | 20,349 | $450K |
| Cerity Partners LLC | 0.00% | No change | 19,568 | $433K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.6% | 18,710 | $414K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 18,728 | $414K |
| Apollon Wealth Management, LLC | 0.01% | Add +22.5% | 16,406 | $363K |
| Captrust Financial Advisors | 0.00% | New | 16,276 | $360K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 16,228 | $358K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -8.3% | 14,902 | $329K |
| Sowell Financial Services LLC | 0.02% | Reduce -23.0% | 14,817 | $328K |
| Schmidt P J Investment Management Inc. | 0.06% | New | 14,551 | $322K |
| Leavell Investment Management, Inc. | 0.02% | New | 14,350 | $317K |
| James Investment Research, Inc. | 0.03% | No change | 13,696 | $303K |
| Flow Traders U.S. LLC | 0.01% | Reduce -50.9% | 13,225 | $292K |
| Cambridge Financial Group, LLC | 0.12% | No change | 13,105 | $290K |
| Asset Dedication, LLC | 0.02% | No change | 13,105 | $290K |
| WASHINGTON TRUST Co | 0.01% | No change | 13,062 | $289K |
| Jacobi Capital Management LLC | 0.02% | New | 12,944 | $286K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 12,662 | $280K |
| Principal Securities, Inc. | 0.01% | Add +9.4% | 12,650 | $280K |
| Granite Harbor Advisors, Inc. | 0.16% | Add +13.7% | 12,538 | $277K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +14.3% | 12,423 | $275K |
| Cwm, LLC | 0.00% | Add +241.6% | 12,330 | $273K |
| JDM Financial Group LLC | 0.15% | Reduce -5.6% | 12,313 | $272K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,698 | $259K |
| Belpointe Asset Management LLC | 0.02% | Add +7445.8% | 11,545 | $255K |
| Cary Street Partners Asset Management LLC | 0.03% | New | 11,397 | $252K |
| MML Investors Services, LLC | 0.00% | New | 10,504 | $232K |
| Lido Advisors, LLC | 0.00% | Reduce -19.3% | 10,041 | $222K |
| BCS Wealth Management | 0.09% | No change | 9,991 | $221K |
| Greenfield Savings Bank | 0.10% | Reduce -6.5% | 9,813 | $217K |
| Hara Capital LLC | 0.13% | Reduce -30.6% | 9,321 | $206K |
| Safeguard Financial, LLC | 0.05% | New | 9,148 | $202K |
"% 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.