iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q4 2024 (December 31)143holders +17
25new positions
10sold out
$21.33avg. 13F price*
At the end of Q4 2024, 143 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, up 17 from Q3 2024. 25 opened new positions and 10 sold out. The largest holders were Atwood & Palmer Inc. ($23.2M), Wells Fargo & Company ($22.2M) and Raymond James Financial Inc. ($17.8M).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $37.0M |
| Exits | 10 | $5.0M |
All 13F filers, Q3 2024 → Q4 2024: 3,502,187 shares bought and 417,666 shares sold, net +3,084,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 143 holders
| Atwood & Palmer Inc. | 1.59% | Add +7.5% | 1,089,552 | $23.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.0% | 1,040,314 | $22.2M |
| Raymond James Financial Inc. | 0.01% | — | 833,210 | $17.8M |
| Bank of America Corp. | 0.00% | Add +41.5% | 821,744 | $17.5M |
| UBS Group AG | 0.00% | Add +31.9% | 745,436 | $15.9M |
| Hengehold Capital Management LLC | 1.29% | Add +4.5% | 641,709 | $13.7M |
| Commonwealth Equity Services, LLC | 0.02% | Add +5.5% | 588,407 | $12.5M |
| Denver PWM, LLC | 4.56% | New | 552,242 | $11.8M |
| Journey Advisory Group, LLC | 1.32% | No change | 515,204 | $11.0M |
| Waycross Investment Management Co | 10.25% | Add +0.9% | 456,898 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +25.5% | 456,508 | $9.7M |
| MKT Advisors LLC | 3.97% | New | 427,028 | $9.1M |
| Mercer Global Advisors Inc. | 0.02% | Add +17.4% | 381,056 | $8.1M |
| Confluence Investment Management LLC | 0.11% | Add +1.1% | 360,901 | $7.7M |
| Probity Advisors, Inc. | 1.45% | Add +27.1% | 352,353 | $7.5M |
| Legacy Private Trust Co. | 0.48% | New | 340,521 | $7.3M |
| Shelton Wealth Management, LLC | 3.55% | Add +33.7% | 303,721 | $6.5M |
| Fagan Associates, Inc. | 0.98% | Add +7.9% | 289,759 | $6.2M |
| D.A. Davidson & Co. | 0.05% | Add +8.8% | 274,852 | $5.9M |
| Spreng Capital Management, Inc. | 2.33% | Add +2.8% | 245,108 | $5.2M |
| Robertson Stephens Wealth Management, LLC | 0.18% | Add +10.0% | 234,130 | $5.0M |
| CENTRAL TRUST Co | 0.12% | Add +30.8% | 220,809 | $4.7M |
| Morgan Stanley | 0.00% | Add +85.8% | 189,955 | $4.1M |
| Royal Bank of Canada | 0.00% | Add +57.7% | 189,437 | $4.0M |
| Whalen Wealth Management Inc. | 2.67% | Add +0.6% | 180,602 | $3.9M |
| Stockman Wealth Management, Inc. | 0.59% | Add +10.1% | 176,100 | $3.8M |
| Estate Counselors, LLC | 0.40% | Add +0.0% | 173,726 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Add +44.9% | 164,815 | $3.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.6% | 145,025 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +218.4% | 131,480 | $2.8M |
| 1858 Wealth Management, LLC | 2.22% | Add +1.9% | 131,288 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +4.3% | 127,545 | $2.7M |
| LPL Financial LLC | 0.00% | Add +15.5% | 123,902 | $2.6M |
| IFP Advisors, Inc | 0.09% | Add +8.1% | 123,717 | $2.6M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 111,566 | $2.4M |
| Accretive Wealth Partners, LLC | 1.00% | Add +1.3% | 110,956 | $2.4M |
| Park Avenue Securities LLC | 0.02% | Add +61.8% | 106,384 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +22.7% | 89,510 | $1.9M |
| MV Capital Management, Inc. | 0.20% | Add +22.9% | 87,386 | $1.9M |
| Atlantic Private Wealth, LLC | 1.39% | Reduce -1.0% | 86,806 | $1.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +9.8% | 86,290 | $1.8M |
| STAR Financial Bank | 1.32% | Add +5.4% | 86,202 | $1.8M |
| Boston Family Office LLC | 0.12% | Add +12.4% | 79,658 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +69.0% | 78,210 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -21.4% | 73,854 | $1.6M |
| Altus Wealth Group LLC | 0.62% | Reduce -3.5% | 66,063 | $1.4M |
| FF Advisors,LLC | 0.95% | Reduce -9.8% | 64,771 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Add +136.1% | 64,060 | $1.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +175.5% | 60,610 | $1.3M |
| Evexia Wealth LLC | 0.43% | New | 59,868 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +44.2% | 55,838 | $1.2M |
| Cowa, LLC | 0.57% | Add +8.9% | 55,060 | $1.2M |
| Associated Banc-Corp | 0.04% | Add +4.4% | 55,050 | $1.2M |
| Signaturefd, LLC | 0.02% | New | 52,362 | $1.1M |
| Old Port Advisors | 0.32% | Add +55.2% | 51,806 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +204.1% | 49,490 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Add +43.3% | 48,000 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | No change | 46,925 | $1.0M |
| Reliant Wealth Planning | 0.40% | Add +34.5% | 39,685 | $846K |
| Howland Capital Management LLC | 0.04% | New | 39,178 | $836K |
| Snowden Capital Advisors LLC | 0.03% | Add +20.2% | 39,100 | $834K |
| Valmark Advisers, Inc. | 0.01% | Add +32.9% | 38,591 | $823K |
| Leo Wealth, LLC | 0.07% | New | 38,234 | $815K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.3% | 37,942 | $809K |
| Susquehanna International Group, LLP | 0.00% | New | 37,738 | $805K |
| Cary Street Partners Financial LLC | 0.03% | — | 37,373 | $797K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -54.3% | 36,925 | $787K |
| Ameriprise Financial Inc. | 0.00% | Reduce -67.5% | 36,826 | $785K |
| BlackRock, Inc. | 0.00% | New | 32,522 | $694K |
| Baird Financial Group, Inc. | 0.00% | New | 31,123 | $664K |
| Krilogy Financial LLC | 0.04% | Add +7.7% | 30,421 | $649K |
| Foundry Financial Group, Inc. | 0.37% | Add +21.6% | 28,277 | $603K |
| Duncker Streett & Co. Inc. | 0.11% | Add +49.1% | 27,921 | $595K |
| Wealth Management Strategies, Inc. | 0.45% | — | 27,845 | $594K |
| Compass Ion Advisors, LLC | 0.06% | No change | 24,207 | $516K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.50% | New | 22,372 | $477K |
| Cerity Partners LLC | 0.00% | Add +10.7% | 21,657 | $462K |
| Benjamin Edwards Inc. | 0.01% | Add +4.1% | 21,609 | $461K |
| Granite Harbor Advisors, Inc. | 0.25% | Add +69.8% | 21,290 | $454K |
| Cwm, LLC | 0.00% | Add +71.6% | 21,157 | $451K |
| Jane Street Group, LLC | 0.00% | Reduce -25.2% | 20,287 | $433K |
| Signature Wealth Management Group | 0.17% | New | 19,371 | $413K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.4% | 19,353 | $413K |
| Greenfield Savings Bank | 0.19% | Add +92.1% | 18,852 | $402K |
| Schmidt P J Investment Management Inc. | 0.07% | Add +29.5% | 18,837 | $402K |
| Jacobi Capital Management LLC | 0.03% | Add +31.9% | 17,077 | $364K |
| Apella Capital, LLC | 0.01% | Add +1.3% | 16,441 | $351K |
| Mendota Financial Group, LLC | 0.22% | Reduce -25.7% | 15,663 | $334K |
| Leavell Investment Management, Inc. | 0.02% | Add +7.0% | 15,350 | $327K |
| Trinity Wealth Management, LLC | 0.15% | New | 15,270 | $326K |
| Safeguard Financial, LLC | 0.07% | Add +64.3% | 15,030 | $321K |
| Crews Bank & Trust | 0.05% | — | 14,650 | $312K |
| Asset Dedication, LLC | 0.02% | Add +10.3% | 14,452 | $308K |
| REDW Wealth LLC | 0.11% | Reduce -30.0% | 14,251 | $304K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -4.5% | 14,235 | $304K |
| MML Investors Services, LLC | 0.00% | Add +33.5% | 14,022 | $299K |
| Cambridge Financial Group, LLC | 0.13% | Add +6.0% | 13,890 | $296K |
| James Investment Research, Inc. | 0.03% | No change | 13,696 | $292K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +115.1% | 13,536 | $289K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.9% | 13,407 | $286K |
| WASHINGTON TRUST Co | 0.01% | No change | 13,062 | $279K |
| DecisionMap Wealth Management, LLC | 0.22% | — | 12,918 | $275K |
| Austin Private Wealth, LLC | 0.03% | New | 12,865 | $274K |
| Principal Securities, Inc. | 0.01% | Add +0.8% | 12,746 | $272K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -1.1% | 12,286 | $262K |
| Capital Investment Advisors, LLC | 0.01% | New | 12,177 | $260K |
| Belpointe Asset Management LLC | 0.02% | Add +0.3% | 11,580 | $254K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,698 | $249K |
| Jim Saulnier & Associates, LLC | 0.21% | Reduce -58.9% | 11,557 | $246K |
| Montecito Bank & Trust | 0.04% | New | 10,424 | $222K |
| Coldstream Capital Management Inc. | 0.00% | New | 10,083 | $215K |
| BCS Wealth Management | 0.05% | No change | 9,991 | $213K |
| Lido Advisors, LLC | 0.00% | Reduce -1.0% | 9,940 | $212K |
| Element Wealth, LLC | 0.11% | Add +34.5% | 9,569 | $204K |
| Allworth Financial LP | 0.00% | Add +899.4% | 9,474 | $202K |
| Trust Co | 0.02% | Add +22.5% | 7,894 | $168K |
| Kestra Investment Management, LLC | 0.01% | New | 7,203 | $154K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +129.7% | 5,266 | $112K |
| Barrett & Company, Inc. | 0.04% | Add +1075.0% | 4,700 | $100K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 4,694 | $100K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +22.6% | 4,389 | $94K |
| First PREMIER Bank | 0.02% | Add +3.7% | 3,612 | $77K |
| US Bancorp \de | 0.00% | No change | 3,595 | $77K |
| Bogart Wealth, LLC | 0.00% | No change | 3,204 | $68K |
| JPMorgan Chase & Co. | 0.00% | New | 3,200 | $68K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,289 | $49K |
| Kohmann Bosshard Financial Services, LLC | 0.01% | New | 2,209 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,126 | $45K |
| PSI Advisors, LLC | 0.01% | New | 2,000 | $43K |
| TD Capital Management LLC | 0.00% | Add +1.3% | 1,994 | $43K |
| 2UniFi Bank | 0.03% | — | 1,956 | $42K |
| Comerica Bank | 0.00% | Add +185.0% | 1,824 | $39K |
| Bank of Montreal | 0.00% | Add +1.3% | 1,688 | $36K |
| Parallel Advisors, LLC | 0.00% | Reduce -40.0% | 1,670 | $36K |
| Evergreen Private Wealth LLC | 0.01% | No change | 1,168 | $25K |
| Harbour Investments, Inc. | 0.00% | New | 1,157 | $25K |
| Venturi Wealth Management, LLC | 0.00% | New | 768 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -74.0% | 589 | $13K |
| Costello Asset Management, INC | 0.01% | Add +1.3% | 456 | $10K |
| Logan Capital Management Inc. | 0.00% | No change | 286 | $6K |
| Whittier Trust Co. | 0.00% | New | 178 | $4K |
| Creative Financial Designs Inc. | 0.00% | No change | 152 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 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.