iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q1 2025 (March 31)165holders +22
33new positions
10sold out
$21.76avg. 13F price*
At the end of Q1 2025, 165 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, up 22 from Q4 2024. 33 opened new positions and 10 sold out. The largest holders were TRUE Private Wealth Advisors ($32.8M), Wells Fargo & Company ($31.3M) and Atwood & Palmer Inc. ($24.8M).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $58.6M |
| Exits | 10 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 7,702,383 shares bought and 439,292 shares sold, net +7,263,091 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| TRUE Private Wealth Advisors | 3.99% | New | 1,508,488 | $32.8M |
| Wells Fargo & Company | 0.01% | Add +38.4% | 1,439,491 | $31.3M |
| Atwood & Palmer Inc. | 1.72% | Add +4.5% | 1,138,479 | $24.8M |
| Raymond James Financial Inc. | 0.01% | Add +2.6% | 854,872 | $18.6M |
| Stifel Financial Corp. | 0.02% | Add +529.6% | 803,005 | $17.5M |
| UBS Group AG | 0.00% | Add +5.4% | 785,917 | $17.1M |
| Bank of America Corp. | 0.00% | Reduce -7.7% | 758,661 | $16.5M |
| Hengehold Capital Management LLC | 1.55% | Add +16.4% | 746,617 | $16.3M |
| Journey Advisory Group, LLC | 1.26% | Add +36.8% | 704,956 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +51.5% | 691,740 | $15.1M |
| Benjamin Edwards Inc. | 0.20% | Add +2950.7% | 659,217 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +8.4% | 637,870 | $13.9M |
| Denver PWM, LLC | 4.93% | Add +13.9% | 629,081 | $13.7M |
| Confluence Investment Management LLC | 0.17% | Add +48.2% | 534,836 | $11.6M |
| Waycross Investment Management Co | 11.15% | Reduce -0.6% | 454,081 | $9.9M |
| MKT Advisors LLC | 4.56% | Add +4.2% | 444,890 | $9.7M |
| Mercer Global Advisors Inc. | 0.02% | Add +12.8% | 429,969 | $9.4M |
| Legacy Private Trust Co. | 0.60% | Add +17.1% | 398,735 | $8.7M |
| Eight 31 Financial, LLC | 5.27% | New | 377,061 | $8.2M |
| Probity Advisors, Inc. | 1.57% | Add +6.7% | 375,835 | $8.2M |
| Morgan Stanley | 0.00% | Add +84.3% | 350,017 | $7.6M |
| Shelton Wealth Management, LLC | 4.16% | Add +10.1% | 334,348 | $7.3M |
| Cetera Investment Advisers | 0.01% | Add +272.9% | 333,819 | $7.3M |
| LPL Financial LLC | 0.00% | Add +140.3% | 297,756 | $6.5M |
| Wealth Management Strategies, Inc. | 4.33% | Add +967.7% | 297,293 | $6.5M |
| D.A. Davidson & Co. | 0.05% | Add +7.5% | 295,566 | $6.4M |
| Fagan Associates, Inc. | 1.05% | Reduce -0.3% | 288,994 | $6.3M |
| United Capital Financial Advisors, LLC | 0.05% | Add +341.7% | 282,943 | $6.2M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +14.7% | 268,440 | $5.8M |
| CENTRAL TRUST Co | 0.14% | Add +18.5% | 261,748 | $5.7M |
| Spreng Capital Management, Inc. | 2.63% | Add +5.8% | 259,254 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +26.0% | 238,678 | $5.2M |
| Stockman Wealth Management, Inc. | 0.61% | Add +6.9% | 188,172 | $4.1M |
| Whalen Wealth Management Inc. | 2.72% | Add +3.9% | 187,580 | $4.1M |
| Estate Counselors, LLC | 0.40% | Add +2.6% | 178,276 | $3.9M |
| NewEdge Advisors, LLC | 0.02% | Add +25.6% | 165,183 | $3.6M |
| BlackRock, Inc. | 0.00% | Add +400.0% | 162,610 | $3.5M |
| Accretive Wealth Partners, LLC | 1.08% | Add +26.8% | 140,685 | $3.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.4% | 137,243 | $3.0M |
| Park Avenue Securities LLC | 0.04% | Add +28.8% | 136,994 | $3.0M |
| 1858 Wealth Management, LLC | 2.46% | Add +1.5% | 133,257 | $2.9M |
| Howland Capital Management LLC | 0.13% | Add +237.1% | 132,066 | $2.9M |
| IFP Advisors, Inc | 0.09% | Add +3.0% | 127,405 | $2.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.05% | Add +109.3% | 126,863 | $2.8M |
| LifePlan Financial, LLC | 2.28% | New | 113,263 | $2.6M |
| Parallel Advisors, LLC | 0.06% | Add +6615.6% | 112,151 | $2.4M |
| SCS Capital Management LLC | 0.03% | Reduce -4.9% | 106,084 | $2.3M |
| MV Capital Management, Inc. | 0.24% | Add +19.1% | 104,108 | $2.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +19.7% | 103,324 | $2.2M |
| STAR Financial Bank | 1.61% | Add +17.5% | 101,301 | $2.2M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +65.8% | 92,565 | $2.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +15.8% | 90,578 | $2.0M |
| Keeler Thomas Management LLC | 0.96% | New | 90,448 | $2.0M |
| Signaturefd, LLC | 0.04% | Add +67.5% | 87,732 | $1.9M |
| Boston Family Office LLC | 0.13% | Add +4.0% | 82,873 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.5% | 81,587 | $1.8M |
| Atria Investments, Inc | 0.02% | New | 77,268 | $1.7M |
| Atlantic Private Wealth, LLC | 1.20% | Reduce -13.7% | 74,875 | $1.6M |
| Titleist Asset Management, LLC | 0.18% | New | 72,311 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +44.1% | 71,320 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +43.8% | 69,008 | $1.5M |
| FF Advisors,LLC | 0.86% | Add +6.0% | 68,661 | $1.5M |
| Evexia Wealth LLC | 0.48% | Add +2.1% | 61,116 | $1.3M |
| Forefront Wealth Partners, LLC | 0.89% | New | 59,831 | $1.3M |
| Rebalance, LLC | 0.09% | New | 59,059 | $1.3M |
| Leo Wealth, LLC | 0.18% | Add +53.9% | 58,845 | $1.3M |
| RFP Financial Group LLC | 0.51% | New | 56,022 | $1.3M |
| Ameriprise Financial Inc. | 0.00% | Add +52.8% | 56,277 | $1.2M |
| Associated Banc-Corp | 0.04% | Reduce -0.0% | 55,043 | $1.2M |
| Old Port Advisors | 0.31% | Reduce -6.5% | 48,443 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | Add +781.5% | 63,496 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -35.5% | 47,664 | $1.0M |
| Krilogy Financial LLC | 0.07% | Add +55.9% | 47,433 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | No change | 46,925 | $1.0M |
| Sanctuary Advisors, LLC | 0.01% | New | 43,437 | $946K |
| Baird Financial Group, Inc. | 0.00% | Add +37.2% | 42,708 | $930K |
| Valmark Advisers, Inc. | 0.01% | Add +6.2% | 40,990 | $892K |
| Reliant Wealth Planning | 0.39% | No change | 39,685 | $864K |
| Cary Street Partners Financial LLC | 0.03% | Add +6.2% | 39,671 | $864K |
| Snowden Capital Advisors LLC | 0.03% | No change | 39,100 | $851K |
| Apella Capital, LLC | 0.03% | Add +134.6% | 38,573 | $836K |
| Foundry Financial Group, Inc. | 0.49% | Add +29.1% | 36,498 | $795K |
| Montecito Bank & Trust | 0.14% | Add +244.3% | 35,894 | $781K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -13.0% | 32,999 | $718K |
| Cwm, LLC | 0.00% | Add +55.9% | 32,993 | $718K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 27,921 | $608K |
| Swmg, LLC | 0.23% | New | 26,567 | $580K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.61% | Add +10.4% | 24,708 | $538K |
| Austin Private Wealth, LLC | 0.05% | Add +91.5% | 24,633 | $536K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.7% | 24,514 | $534K |
| Compass Ion Advisors, LLC | 0.06% | No change | 24,207 | $527K |
| Signature Wealth Management Group | 0.20% | Add +23.4% | 23,908 | $520K |
| Granite Harbor Advisors, Inc. | 0.25% | Add +3.3% | 21,992 | $479K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 21,684 | $472K |
| Shufro Rose & Co. LLC | 0.04% | New | 20,983 | $457K |
| Greenfield Savings Bank | 0.20% | Reduce -1.1% | 18,638 | $406K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -49.8% | 18,535 | $404K |
| Leavell Investment Management, Inc. | 0.02% | Add +19.1% | 18,289 | $398K |
| Heartland Bank & Trust Co | 0.20% | New | 17,794 | $387K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -7.2% | 17,480 | $381K |
"% 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.