iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q4 2025 (December 31)202holders +24
32new positions
11sold out
1famous investor
$21.95avg. 13F price*
At the end of Q4 2025, 202 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, up 24 from Q3 2025. 32 opened new positions and 11 sold out. The largest holders were Morgan Stanley ($74.6M), Bank of America Corp. ($48.0M) and Wells Fargo & Company ($44.2M). One famous investor held it 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $58.6M |
| Exits | 11 | $8.6M |
All 13F filers, Q3 2025 → Q4 2025: 14,752,235 shares bought and 1,906,133 shares sold, net +12,846,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| Morgan Stanley | 0.00% | Add +818.2% | 3,400,107 | $74.6M |
| Bank of America Corp. | 0.00% | Add +221.3% | 2,188,742 | $48.0M |
| Wells Fargo & Company | 0.01% | Add +35.2% | 2,015,398 | $44.2M |
| Mercer Global Advisors Inc. | 0.07% | Add +87.8% | 1,965,283 | $43.1M |
| TRUE Private Wealth Advisors | 4.25% | Reduce -1.0% | 1,934,809 | $42.5M |
| Brookstone Capital Management | 0.43% | New | 1,728,453 | $37.9M |
| Raymond James Financial Inc. | 0.01% | Add +54.7% | 1,501,857 | $33.0M |
| United Capital Financial Advisors, LLC | 0.14% | Add +31.1% | 1,055,383 | $23.2M |
| Asset Advisors Investment Management, LLC | 2.12% | Add +308.3% | 1,044,998 | $22.9M |
| UBS Group AG | 0.00% | Add +8.9% | 1,032,945 | $22.7M |
| Hengehold Capital Management LLC | 1.85% | Add +3.9% | 1,000,620 | $22.0M |
| Stifel Financial Corp. | 0.02% | Add +5.7% | 954,557 | $20.9M |
| Atwood & Palmer Inc. | 1.16% | Add +2.5% | 927,395 | $20.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +45.2% | 891,589 | $19.6M |
| Journey Advisory Group, LLC | 1.43% | Add +3.7% | 773,001 | $17.0M |
| Benjamin Edwards Inc. | 0.18% | Add +6.1% | 751,654 | $16.5M |
| Cwm, LLC | 0.04% | Add +1101.9% | 710,723 | $15.6M |
| Denver PWM, LLC | 5.05% | No change | 690,448 | $15.1M |
| MKT Advisors LLC | 4.48% | Add +25.4% | 597,803 | $13.1M |
| LPL Financial LLC | 0.00% | Add +53.3% | 530,217 | $11.6M |
| Legacy Private Trust Co. | 0.68% | Add +21.1% | 524,366 | $11.5M |
| Wealth Management Strategies, Inc. | 5.18% | Add +8.3% | 512,315 | $11.2M |
| Krilogy Financial LLC | 0.37% | Add +1297.4% | 497,099 | $10.9M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +1448.0% | 495,743 | $10.9M |
| Probity Advisors, Inc. | 1.54% | Add +6.3% | 437,386 | $9.6M |
| Eight 31 Financial, LLC | 5.21% | Add +5.1% | 432,713 | $9.5M |
| NewEdge Advisors, LLC | 0.03% | Add +10.3% | 426,212 | $9.4M |
| Waycross Investment Management Co | 8.20% | Add +1.0% | 424,860 | $9.3M |
| HM Payson & Co. | 0.13% | Add +5752.3% | 404,684 | $8.9M |
| Shelton Wealth Management, LLC | 3.81% | Add +6.7% | 397,661 | $8.7M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +14.1% | 348,128 | $7.6M |
| D.A. Davidson & Co. | 0.05% | Add +6.8% | 338,805 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Add +23.4% | 302,447 | $6.6M |
| Fagan Associates, Inc. | 0.87% | Add +0.4% | 296,288 | $6.5M |
| Spreng Capital Management, Inc. | 2.53% | Add +5.6% | 293,902 | $6.4M |
| BlackRock, Inc. | 0.00% | Add +65.8% | 290,254 | $6.4M |
| Foronjy Financial LLC | 2.65% | Add +5.6% | 289,347 | $6.3M |
| CENTRAL TRUST Co | 0.11% | Reduce -12.1% | 256,067 | $5.6M |
| Rebalance, LLC | 0.33% | Add +22.3% | 255,822 | $5.6M |
| Park Avenue Securities LLC | 0.05% | Add +43.8% | 255,761 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +14.7% | 230,042 | $5.0M |
| Stockman Wealth Management, Inc. | 0.57% | Add +8.1% | 223,717 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Add +17.6% | 209,303 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -15.7% | 202,340 | $4.4M |
| Belpointe Asset Management LLC | 0.15% | Add +454.9% | 188,555 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +59.2% | 185,183 | $4.1M |
| BIP Wealth, LLC | 0.14% | New | 184,474 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Reduce -65.3% | 180,532 | $4.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +8.5% | 176,707 | $3.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +59.1% | 169,770 | $3.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.15% | New | 168,262 | $3.7M |
| Signaturefd, LLC | 0.05% | No change | 160,520 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.8% | 159,603 | $3.5M |
| Thoroughbred Financial Services, LLC | 0.20% | Add +10.3% | 157,751 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +103.7% | 155,120 | $3.4M |
| Accretive Wealth Partners, LLC | 1.01% | Add +2.6% | 154,691 | $3.4M |
| Asset Dedication, LLC | 0.22% | Add +177.9% | 151,272 | $3.3M |
| Parallel Advisors, LLC | 0.06% | Add +3.7% | 142,229 | $3.1M |
| MV Capital Management, Inc. | 0.30% | Add +2.8% | 141,276 | $3.1M |
| Howland Capital Management LLC | 0.12% | Add +0.8% | 140,163 | $3.1M |
| Cetera Investment Advisers | 0.00% | Reduce -61.0% | 137,689 | $3.0M |
| Boston Family Office LLC | 0.18% | Add +14.9% | 126,211 | $2.8M |
| Keeler Thomas Management LLC | 1.27% | Add +1.4% | 120,981 | $2.7M |
| SCS Capital Management LLC | 0.03% | Add +8.8% | 115,838 | $2.5M |
| Northstar Group, Inc. | 0.35% | Add +433.1% | 111,653 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Add +52.4% | 103,166 | $2.3M |
| Hughes Financial Services, LLC | 0.34% | New | 98,070 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +0.6% | 95,323 | $2.1M |
| Leavell Investment Management, Inc. | 0.09% | Add +42.3% | 93,054 | $2.0M |
| Apella Capital, LLC | 0.04% | Add +26.9% | 92,766 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.9% | 92,763 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +0.7% | 86,517 | $1.9M |
| FF Advisors,LLC | 0.80% | Add +3.8% | 82,188 | $1.8M |
| Valmark Advisers, Inc. | 0.02% | Add +51.4% | 76,189 | $1.7M |
| IFP Advisors, Inc | 0.04% | Add +17.7% | 75,170 | $1.6M |
| Allworth Financial LP | 0.01% | Add +22.8% | 73,586 | $1.6M |
| Leo Wealth, LLC | 0.11% | Add +1.9% | 68,339 | $1.5M |
| Associated Banc-Corp | 0.04% | Add +4.6% | 66,748 | $1.5M |
| Titleist Asset Management, LLC | 0.12% | Reduce -6.8% | 66,333 | $1.5M |
| Foundry Financial Group, Inc. | 0.69% | Add +49.0% | 62,950 | $1.4M |
| Montecito Bank & Trust | 0.20% | Add +6.5% | 56,979 | $1.3M |
| Reliant Wealth Planning | 0.38% | Add +26.1% | 55,875 | $1.2M |
| Financial Advisory Corp | 0.15% | New | 46,929 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | New | 46,157 | $1.0M |
| Jim Saulnier & Associates, LLC | 0.52% | Add +36.3% | 45,624 | $1.0M |
| Chris Bulman Inc | 0.42% | New | 43,267 | $949K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.7% | 43,003 | $944K |
| Atlantic Private Wealth, LLC | 0.60% | Add +0.9% | 42,770 | $939K |
| Goldman Sachs Group Inc. | 0.00% | New | 42,034 | $922K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.3% | 40,135 | $881K |
| Compass Ion Advisors, LLC | 0.08% | Add +0.1% | 38,076 | $836K |
| Smithbridge Asset Management Inc. | 0.07% | Add +100.0% | 36,800 | $808K |
| KFG Wealth Management, LLC | 0.10% | New | 35,603 | $781K |
| Summit Wealth Partners, LLC | 0.14% | New | 33,813 | $766K |
| Mendota Financial Group, LLC | 0.50% | Add +1.2% | 31,316 | $687K |
| Capital Investment Advisors, LLC | 0.01% | Add +84.0% | 31,236 | $685K |
| Midwest Professional Planners, LTD. | 0.16% | Add +42.9% | 30,859 | $677K |
| Evexia Wealth LLC | 0.19% | Reduce -21.4% | 30,290 | $665K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.2% | 30,156 | $662K |
| STAR Financial Bank | 0.32% | Reduce -2.1% | 28,705 | $630K |
"% 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.