iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q3 2025 (September 30)178holders +15
21new positions
7sold out
2famous investors
$21.95avg. 13F price*
At the end of Q3 2025, 178 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, up 15 from Q2 2025. 21 opened new positions and 7 sold out. The largest holders were TRUE Private Wealth Advisors ($42.9M), Wells Fargo & Company ($32.7M) and Mercer Global Advisors Inc. ($23.0M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2029 Term
- CUSIP
- 46436E825
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.0M |
| Exits | 7 | $4.4M |
All 13F filers, Q2 2025 → Q3 2025: 3,233,795 shares bought and 735,442 shares sold, net +2,498,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 178 holders
| TRUE Private Wealth Advisors | 4.38% | Add +0.8% | 1,954,759 | $42.9M |
| Wells Fargo & Company | 0.01% | Reduce -0.9% | 1,490,322 | $32.7M |
| Mercer Global Advisors Inc. | 0.04% | Add +74.6% | 1,046,617 | $23.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -4.9% | 970,584 | $21.3M |
| Hengehold Capital Management LLC | 1.80% | Add +4.5% | 963,438 | $21.2M |
| UBS Group AG | 0.00% | Add +2.8% | 948,336 | $20.8M |
| Atwood & Palmer Inc. | 1.17% | Add +0.2% | 904,871 | $19.9M |
| Stifel Financial Corp. | 0.02% | Add +9.9% | 903,091 | $19.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -14.6% | 829,913 | $18.2M |
| United Capital Financial Advisors, LLC | 0.13% | Add +65.5% | 805,137 | $17.7M |
| Journey Advisory Group, LLC | 1.21% | Add +4.0% | 745,513 | $16.4M |
| Benjamin Edwards Inc. | 0.18% | Add +6.7% | 708,424 | $15.6M |
| Denver PWM, LLC | 4.72% | No change | 690,448 | $15.1M |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 681,145 | $15.0M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.3% | 614,165 | $13.5M |
| Confluence Investment Management LLC | 0.16% | Reduce -2.0% | 521,000 | $11.4M |
| MKT Advisors LLC | 3.89% | Add +3.3% | 476,861 | $10.5M |
| Wealth Management Strategies, Inc. | 5.14% | Add +28.0% | 472,931 | $10.4M |
| Legacy Private Trust Co. | 0.57% | Add +4.6% | 432,974 | $9.5M |
| Waycross Investment Management Co | 9.42% | Reduce -7.5% | 420,746 | $9.2M |
| Eight 31 Financial, LLC | 5.10% | Add +16.4% | 411,717 | $9.0M |
| Probity Advisors, Inc. | 1.46% | Add +4.5% | 411,393 | $9.0M |
| NewEdge Advisors, LLC | 0.04% | Add +713.5% | 386,300 | $8.5M |
| Shelton Wealth Management, LLC | 3.81% | Add +7.2% | 372,795 | $8.2M |
| Morgan Stanley | 0.00% | Add +1.2% | 370,285 | $8.1M |
| Cetera Investment Advisers | 0.01% | Add +1.2% | 352,557 | $7.7M |
| LPL Financial LLC | 0.00% | Add +2.6% | 345,918 | $7.6M |
| D.A. Davidson & Co. | 0.04% | Add +5.9% | 317,113 | $7.0M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +2.6% | 305,115 | $6.7M |
| Fagan Associates, Inc. | 0.90% | Add +2.1% | 295,232 | $6.5M |
| CENTRAL TRUST Co | 0.13% | Add +1.8% | 291,273 | $6.4M |
| Spreng Capital Management, Inc. | 2.50% | Add +1.3% | 278,332 | $6.1M |
| Foronjy Financial LLC | 2.64% | Add +13.3% | 274,005 | $6.0M |
| Asset Advisors Investment Management, LLC | 0.53% | New | 255,925 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +277.0% | 245,093 | $5.4M |
| Royal Bank of Canada | 0.00% | Add +12.9% | 240,072 | $5.3M |
| Rebalance, LLC | 0.28% | Add +17.3% | 209,159 | $4.6M |
| Stockman Wealth Management, Inc. | 0.56% | Add +3.8% | 206,973 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.0% | 200,624 | $4.4M |
| Strategic Blueprint, LLC | 0.18% | Add +395.7% | 186,646 | $4.1M |
| Park Avenue Securities LLC | 0.03% | Add +16.1% | 177,887 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +188.3% | 177,997 | $3.9M |
| BlackRock, Inc. | 0.00% | Reduce -9.6% | 175,079 | $3.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -1.9% | 162,825 | $3.6M |
| Signaturefd, LLC | 0.06% | Add +18.5% | 160,520 | $3.5M |
| Accretive Wealth Partners, LLC | 1.01% | Add +2.2% | 150,707 | $3.3M |
| Thoroughbred Financial Services, LLC | 0.19% | Add +63.2% | 142,985 | $3.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +11.5% | 140,232 | $3.1M |
| Howland Capital Management LLC | 0.12% | Add +0.5% | 139,095 | $3.1M |
| MV Capital Management, Inc. | 0.29% | Add +13.6% | 137,406 | $3.0M |
| Parallel Advisors, LLC | 0.06% | Add +9.1% | 137,114 | $3.0M |
| Keeler Thomas Management LLC | 1.20% | Add +1.6% | 119,299 | $2.6M |
| Baird Financial Group, Inc. | 0.00% | Add +12.6% | 116,325 | $2.6M |
| Boston Family Office LLC | 0.15% | Add +1.9% | 109,866 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +10.3% | 106,703 | $2.3M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 106,481 | $2.3M |
| Citadel Advisors | 0.00% | Add +10.8% | 102,588 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +0.7% | 94,729 | $2.1M |
| Atria Investments, Inc | 0.02% | Add +67.4% | 85,896 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +67.9% | 82,858 | $1.8M |
| FF Advisors,LLC | 0.83% | Add +10.4% | 79,146 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Add +10.0% | 76,143 | $1.7M |
| Apella Capital, LLC | 0.04% | Add +46.8% | 73,120 | $1.6M |
| Titleist Asset Management, LLC | 0.14% | Reduce -0.1% | 71,212 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +48.2% | 67,715 | $1.5M |
| Leo Wealth, LLC | 0.19% | Add +12.5% | 67,083 | $1.5M |
| Leavell Investment Management, Inc. | 0.06% | Add +84.0% | 65,376 | $1.4M |
| IFP Advisors, Inc | 0.04% | Reduce -47.1% | 63,847 | $1.4M |
| Associated Banc-Corp | 0.04% | Add +2.8% | 63,819 | $1.4M |
| Allworth Financial LP | 0.01% | No change | 59,919 | $1.3M |
| Cwm, LLC | 0.00% | Add +49.4% | 59,135 | $1.3M |
| Asset Dedication, LLC | 0.08% | Add +166.4% | 54,436 | $1.2M |
| Montecito Bank & Trust | 0.18% | — | 53,514 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | Add +6.0% | 50,324 | $1.1M |
| Reliant Wealth Planning | 0.32% | No change | 44,324 | $973K |
| Atlantic Private Wealth, LLC | 0.60% | Reduce -4.2% | 42,399 | $931K |
| Snowden Capital Advisors LLC | 0.03% | Add +8.2% | 42,295 | $929K |
| Foundry Financial Group, Inc. | 0.49% | Add +40.7% | 42,251 | $928K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -1.7% | 40,272 | $884K |
| Evexia Wealth LLC | 0.25% | Add +5.2% | 38,510 | $847K |
| Compass Ion Advisors, LLC | 0.08% | Add +0.1% | 38,019 | $835K |
| &partners | 0.01% | New | 35,716 | $784K |
| Krilogy Financial LLC | 0.03% | Reduce -22.9% | 35,574 | $779K |
| Belpointe Asset Management LLC | 0.03% | Add +6.7% | 33,981 | $746K |
| Jim Saulnier & Associates, LLC | 0.41% | Add +50.3% | 33,483 | $735K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.1% | 32,025 | $703K |
| Mendota Financial Group, LLC | 0.51% | New | 30,937 | $679K |
| STAR Financial Bank | 0.38% | Reduce -73.3% | 29,321 | $644K |
| Old Port Advisors | 0.15% | Reduce -25.5% | 26,471 | $581K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.8% | 26,310 | $578K |
| Granite Harbor Advisors, Inc. | 0.23% | Add +7.0% | 24,456 | $537K |
| RFP Financial Group LLC | 0.22% | Reduce -19.0% | 24,381 | $536K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.52% | No change | 24,153 | $530K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 24,080 | $529K |
| L2 Asset Management, LLC | 0.07% | New | 23,596 | $518K |
| Midwest Professional Planners, LTD. | 0.12% | Add +36.1% | 21,597 | $474K |
| Cerity Partners LLC | 0.00% | No change | 21,573 | $474K |
| Austin Private Wealth, LLC | 0.04% | Reduce -10.9% | 21,393 | $470K |
| Northstar Group, Inc. | 0.07% | Add +115.5% | 20,942 | $460K |
| Shufro Rose & Co. LLC | 0.04% | Reduce -2.5% | 20,379 | $444K |
| Tableaux LLC | 0.18% | Add +7.8% | 20,110 | $442K |
| Harbour Investments, Inc. | 0.01% | Add +9.6% | 19,895 | $437K |
| AQR Capital Management | 0.00% | New | 19,797 | $435K |
| Heartland Bank & Trust Co | 0.18% | Add +6.8% | 19,589 | $430K |
| Greenfield Savings Bank | 0.18% | Add +1.2% | 19,335 | $425K |
| CNB Bank | 0.17% | New | 18,431 | $405K |
| Smithbridge Asset Management Inc. | 0.06% | New | 18,400 | $404K |
| MML Investors Services, LLC | 0.00% | Reduce -0.3% | 18,363 | $403K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 18,313 | $402K |
| Focus Partners Wealth | 0.00% | Add +1.0% | 18,023 | $396K |
| Cyr Financial Inc. | 0.27% | Add +18.3% | 17,850 | $392K |
| Schmidt P J Investment Management Inc. | 0.06% | Add +0.1% | 17,528 | $385K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 16,978 | $373K |
| Kestra Advisory Services, LLC | 0.00% | Add +44.4% | 16,708 | $367K |
| Signature Wealth Management Group | 0.14% | Reduce -26.9% | 16,651 | $366K |
| Forefront Wealth Partners, LLC | 0.09% | New | 16,162 | $355K |
| Crews Bank & Trust | 0.05% | Add +12.9% | 15,990 | $351K |
| Merit Financial Group, LLC | 0.00% | Add +5.0% | 15,938 | $350K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 15,925 | $350K |
| Kestra Investment Management, LLC | 0.01% | Reduce -10.4% | 15,920 | $350K |
| Cowa, LLC | 0.12% | No change | 15,725 | $345K |
| Trinity Wealth Management, LLC | 0.13% | No change | 15,668 | $344K |
| Fullcircle Wealth LLC | 0.12% | No change | 15,672 | $344K |
| DecisionMap Wealth Management, LLC | 0.22% | No change | 15,639 | $343K |
| Coldstream Capital Management Inc. | 0.00% | Add +2.0% | 14,471 | $318K |
| Great Diamond Partners, LLC | 0.06% | New | 14,016 | $308K |
| Cambridge Financial Group, LLC | 0.10% | No change | 13,890 | $305K |
| James Investment Research, Inc. | 0.03% | No change | 13,696 | $301K |
| Liberty Wealth Management LLC | 0.04% | Add +0.8% | 12,748 | $280K |
| Principal Securities, Inc. | 0.00% | No change | 12,746 | $280K |
| Opus Capital Group, LLC | 0.03% | New | 12,500 | $274K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 12,300 | $270K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 12,079 | $265K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.0% | 12,064 | $265K |
| Element Wealth, LLC | 0.11% | No change | 11,876 | $261K |
| Guidance Point Advisors, LLC | 0.06% | Add +22.4% | 11,833 | $260K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,698 | $257K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Add +0.9% | 11,502 | $253K |
| Hamel Associates, Inc. | 0.08% | Add +4.3% | 11,309 | $248K |
| Barrett & Company, Inc. | 0.08% | Add +29.4% | 10,660 | $234K |
| Trust Co | 0.02% | No change | 10,242 | $225K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.5% | 10,070 | $221K |
| Lido Advisors, LLC | 0.00% | Add +0.4% | 10,036 | $220K |
| Black Maple Capital Management LP | 0.16% | New | 10,000 | $220K |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.1% | 9,577 | $210K |
| Kintra Wealth, LLC | 0.12% | No change | 9,500 | $209K |
| WASHINGTON TRUST Co | 0.01% | No change | 9,362 | $206K |
| Equitable Holdings, Inc. | 0.00% | New | 9,305 | $204K |
| Autumn Glory Partners, LLC | 0.08% | New | 9,233 | $203K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.4% | 8,433 | $185K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 7,164 | $157K |
| HM Payson & Co. | 0.00% | No change | 6,915 | $152K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +4.5% | 6,291 | $138K |
| Global Retirement Partners, LLC | 0.00% | Add +151.5% | 5,756 | $126K |
| Atlantic Union Bankshares Corp | 0.00% | New | 5,119 | $112K |
| Hara Capital LLC | 0.06% | No change | 4,832 | $106K |
| Pinnacle Bancorp, Inc. | 0.03% | New | 4,594 | $101K |
| Lowe Wealth Advisors, LLC | 0.04% | No change | 4,369 | $96K |
| US Bancorp \de | 0.00% | No change | 4,095 | $90K |
| National Bank of Canada | 0.00% | Add +461.1% | 3,720 | $82K |
| First PREMIER Bank | 0.02% | No change | 3,566 | $78K |
| AllSquare Wealth Management LLC | 0.04% | Add +275.8% | 3,495 | $77K |
| Bogart Wealth, LLC | 0.00% | No change | 3,204 | $70K |
| Comerica Bank | 0.00% | Add +69.6% | 3,048 | $67K |
| 2UniFi Bank | 0.03% | Reduce -16.3% | 2,835 | $62K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,046 | $45K |
| Bank of Montreal | 0.00% | Add +1.0% | 1,732 | $38K |
| MCF Advisors LLC | 0.00% | New | 1,311 | $29K |
| Advisory Services Network, LLC | 0.00% | New | 1,092 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 798 | $18K |
| Towne Trust Company, N.A | 0.01% | No change | 700 | $15K |
| Wealthspire Advisors, LLC | 0.00% | New | 469 | $10K |
| FMR LLC | 0.00% | Add +3.0% | 444 | $10K |
| Logan Capital Management Inc. | 0.00% | Add +9.1% | 312 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 283 | $6K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 64 | $1K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.7% | 10 | $220 |
| Hemington Wealth Management | 0.00% | No change | 39 | $0 |
"% 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.