iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q2 2025 (June 30)163holders −2
12new positions
13sold out
1famous investor
$21.92avg. 13F price*
At the end of Q2 2025, 163 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, down 2 from Q1 2025. 12 opened new positions and 13 sold out. The largest holders were TRUE Private Wealth Advisors ($42.5M), Wells Fargo & Company ($33.0M) and Raymond James Financial Inc. ($22.4M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.5M |
| Exits | 13 | $12.6M |
All 13F filers, Q1 2025 → Q2 2025: 2,937,745 shares bought and 1,284,709 shares sold, net +1,653,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 163 holders
| TRUE Private Wealth Advisors | 4.78% | Add +28.6% | 1,940,071 | $42.5M |
| Wells Fargo & Company | 0.01% | Add +4.5% | 1,504,363 | $33.0M |
| Raymond James Financial Inc. | 0.01% | Add +19.3% | 1,020,133 | $22.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +40.4% | 971,487 | $21.3M |
| UBS Group AG | 0.00% | Add +17.3% | 922,187 | $20.2M |
| Hengehold Capital Management LLC | 1.84% | Add +23.4% | 921,543 | $20.2M |
| Atwood & Palmer Inc. | 1.24% | Reduce -20.7% | 903,240 | $19.8M |
| Stifel Financial Corp. | 0.02% | Add +2.3% | 821,677 | $18.0M |
| Bank of America Corp. | 0.00% | Reduce -4.5% | 724,237 | $15.9M |
| Journey Advisory Group, LLC | 1.22% | Add +1.7% | 716,790 | $15.7M |
| Denver PWM, LLC | 4.72% | Add +9.8% | 690,448 | $15.1M |
| Benjamin Edwards Inc. | 0.19% | Add +0.7% | 664,024 | $14.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.7% | 648,479 | $14.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +39.4% | 599,379 | $13.1M |
| Confluence Investment Management LLC | 0.16% | Reduce -0.6% | 531,810 | $11.7M |
| United Capital Financial Advisors, LLC | 0.09% | Add +71.9% | 486,420 | $10.7M |
| MKT Advisors LLC | 3.99% | Add +3.8% | 461,822 | $10.1M |
| Waycross Investment Management Co | 10.37% | Add +0.2% | 454,990 | $10.0M |
| Legacy Private Trust Co. | 0.59% | Add +3.8% | 413,863 | $9.1M |
| Probity Advisors, Inc. | 1.52% | Add +4.8% | 393,741 | $8.6M |
| Wealth Management Strategies, Inc. | 4.35% | Add +24.3% | 369,443 | $8.1M |
| Morgan Stanley | 0.00% | Add +4.5% | 365,909 | $8.0M |
| Eight 31 Financial, LLC | 5.12% | Reduce -6.2% | 353,686 | $7.8M |
| Cetera Investment Advisers | 0.01% | Add +4.4% | 348,460 | $7.6M |
| Shelton Wealth Management, LLC | 3.84% | Add +4.0% | 347,632 | $7.6M |
| LPL Financial LLC | 0.00% | Add +13.3% | 337,280 | $7.4M |
| D.A. Davidson & Co. | 0.05% | Add +1.3% | 299,485 | $6.6M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Add +10.8% | 297,293 | $6.5M |
| Fagan Associates, Inc. | 0.98% | Add +0.1% | 289,131 | $6.3M |
| CENTRAL TRUST Co | 0.14% | Add +9.3% | 286,001 | $6.3M |
| Spreng Capital Management, Inc. | 2.56% | Add +6.0% | 274,835 | $6.0M |
| Foronjy Financial LLC | 2.48% | — | 241,795 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -10.9% | 212,635 | $4.7M |
| Stockman Wealth Management, Inc. | 0.59% | Add +6.0% | 199,449 | $4.4M |
| BlackRock, Inc. | 0.00% | Add +19.0% | 193,562 | $4.2M |
| Rebalance, LLC | 0.27% | Add +201.9% | 178,285 | $3.9M |
| Whalen Wealth Management Inc. | 2.30% | Reduce -10.7% | 167,517 | $3.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +30.9% | 166,053 | $3.6M |
| Park Avenue Securities LLC | 0.03% | Add +11.8% | 153,220 | $3.4M |
| Accretive Wealth Partners, LLC | 1.06% | Add +4.8% | 147,476 | $3.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.2% | 144,344 | $3.2M |
| Howland Capital Management LLC | 0.12% | Add +4.8% | 138,377 | $3.0M |
| Signaturefd, LLC | 0.05% | Add +54.4% | 135,487 | $3.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +21.7% | 125,767 | $2.8M |
| Parallel Advisors, LLC | 0.06% | Add +12.1% | 125,708 | $2.8M |
| MV Capital Management, Inc. | 0.27% | Add +16.2% | 120,955 | $2.7M |
| IFP Advisors, Inc | 0.08% | Reduce -5.3% | 120,719 | $2.6M |
| Keeler Thomas Management LLC | 1.11% | Add +29.9% | 117,474 | $2.6M |
| STAR Financial Bank | 1.53% | Add +8.4% | 109,777 | $2.4M |
| Boston Family Office LLC | 0.16% | Add +30.1% | 107,789 | $2.4M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 106,282 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +141.8% | 103,277 | $2.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +6.8% | 96,728 | $2.1M |
| Captrust Financial Advisors | 0.00% | Add +31.9% | 94,055 | $2.1M |
| Citadel Advisors | 0.00% | New | 92,604 | $2.0M |
| Thoroughbred Financial Services, LLC | 0.13% | Reduce -5.3% | 87,619 | $1.9M |
| FF Advisors,LLC | 0.82% | Add +4.4% | 71,669 | $1.6M |
| Titleist Asset Management, LLC | 0.16% | Reduce -1.4% | 71,302 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +0.3% | 69,201 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -20.3% | 65,014 | $1.4M |
| Associated Banc-Corp | 0.04% | Add +12.8% | 62,076 | $1.4M |
| Ameriprise Financial Inc. | 0.00% | Add +9.7% | 61,747 | $1.4M |
| Allworth Financial LP | 0.01% | Add +552.6% | 59,919 | $1.3M |
| Leo Wealth, LLC | 0.10% | Add +1.3% | 59,611 | $1.3M |
| Atria Investments, Inc | 0.01% | Reduce -33.6% | 51,317 | $1.1M |
| Apella Capital, LLC | 0.03% | Add +29.2% | 49,822 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.6% | 49,346 | $1.1M |
| Valmark Advisers, Inc. | 0.01% | Add +15.9% | 47,497 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -71.3% | 47,486 | $1.0M |
| Krilogy Financial LLC | 0.06% | Reduce -2.8% | 46,115 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -4.1% | 45,690 | $1.0M |
| Reliant Wealth Planning | 0.38% | Add +11.7% | 44,324 | $972K |
| Atlantic Private Wealth, LLC | 0.65% | Reduce -40.9% | 44,256 | $970K |
| Cary Street Partners Financial LLC | 0.03% | Add +3.3% | 40,960 | $898K |
| Cwm, LLC | 0.00% | Add +20.0% | 39,592 | $868K |
| Snowden Capital Advisors LLC | 0.03% | No change | 39,100 | $857K |
| Compass Ion Advisors, LLC | 0.09% | Add +56.9% | 37,974 | $832K |
| Strategic Blueprint, LLC | 0.04% | Add +136.8% | 37,654 | $825K |
| Evexia Wealth LLC | 0.25% | Reduce -40.1% | 36,612 | $797K |
| Old Port Advisors | 0.21% | Reduce -26.7% | 35,530 | $779K |
| Leavell Investment Management, Inc. | 0.03% | Add +94.2% | 35,522 | $779K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.0% | 31,992 | $701K |
| Belpointe Asset Management LLC | 0.03% | Add +201.8% | 31,849 | $698K |
| RFP Financial Group LLC | 0.27% | Reduce -46.3% | 30,110 | $660K |
| Foundry Financial Group, Inc. | 0.37% | Reduce -17.8% | 30,020 | $658K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 27,921 | $612K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.60% | Reduce -2.3% | 24,153 | $529K |
| Austin Private Wealth, LLC | 0.04% | Reduce -2.5% | 24,015 | $526K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.8% | 23,085 | $506K |
| Granite Harbor Advisors, Inc. | 0.24% | Add +4.0% | 22,866 | $501K |
| Signature Wealth Management Group | 0.20% | Reduce -4.7% | 22,790 | $500K |
| Jim Saulnier & Associates, LLC | 0.33% | Add +89.7% | 22,275 | $488K |
| Cerity Partners LLC | 0.00% | Reduce -0.5% | 21,573 | $473K |
| Shufro Rose & Co. LLC | 0.04% | Reduce -0.3% | 20,911 | $455K |
| Asset Dedication, LLC | 0.03% | Add +21.5% | 20,430 | $448K |
| Greenfield Savings Bank | 0.19% | Add +2.5% | 19,106 | $419K |
| Tableaux LLC | 0.23% | Add +41.8% | 18,661 | $409K |
| MML Investors Services, LLC | 0.00% | Add +35.8% | 18,415 | $404K |
| Heartland Bank & Trust Co | 0.19% | Add +3.1% | 18,350 | $402K |
| Jacobi Capital Management LLC | 0.03% | Add +6.5% | 18,200 | $399K |
"% 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.