iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q1 2026 (March 31)217holders +15
23new positions
5sold out
2famous investors
$21.87avg. 13F price*
At the end of Q1 2026, 217 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, up 15 from Q4 2025. 23 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($73.9M), Bank of America Corp. ($53.7M) and Mercer Global Advisors Inc. ($51.0M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $31.6M |
| Exits | 5 | $728K |
All 13F filers, Q4 2025 → Q1 2026: 9,148,116 shares bought and 654,329 shares sold, net +8,493,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 217 holders
| Morgan Stanley | 0.00% | Reduce -0.5% | 3,383,735 | $73.9M |
| Bank of America Corp. | 0.00% | Add +12.3% | 2,457,909 | $53.7M |
| Mercer Global Advisors Inc. | 0.08% | Add +18.9% | 2,336,938 | $51.0M |
| Wells Fargo & Company | 0.01% | Add +13.7% | 2,290,527 | $50.0M |
| TRUE Private Wealth Advisors | 3.79% | Reduce -5.8% | 1,822,278 | $39.8M |
| Brookstone Capital Management | 0.44% | Add +1.1% | 1,748,132 | $38.2M |
| Financial Advisory Corp | 4.77% | Add +3248.8% | 1,571,571 | $34.3M |
| Raymond James Financial Inc. | 0.01% | Add +4.6% | 1,571,533 | $34.3M |
| Asset Advisors Investment Management, LLC | 2.58% | Add +18.5% | 1,238,117 | $27.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +5249.8% | 1,222,479 | $26.7M |
| United Capital Financial Advisors, LLC | 0.16% | Add +13.5% | 1,197,930 | $26.1M |
| Hengehold Capital Management LLC | 1.99% | Add +4.0% | 1,040,554 | $22.7M |
| Ameriprise Financial Inc. | 0.01% | Add +375.0% | 994,258 | $21.7M |
| Stifel Financial Corp. | 0.02% | Add +3.4% | 987,258 | $21.6M |
| Atwood & Palmer Inc. | 1.16% | Add +1.9% | 944,974 | $20.6M |
| UBS Group AG | 0.00% | Reduce -11.4% | 915,521 | $20.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -6.3% | 835,319 | $18.2M |
| Benjamin Edwards Inc. | 0.17% | Add +6.8% | 803,097 | $17.5M |
| Journey Advisory Group, LLC | 1.49% | Add +3.2% | 797,733 | $17.4M |
| HM Payson & Co. | 0.24% | Add +90.7% | 771,542 | $16.9M |
| Cwm, LLC | 0.04% | Add +6.5% | 756,665 | $16.5M |
| BlackRock, Inc. | 0.00% | Add +138.1% | 691,063 | $15.1M |
| Denver PWM, LLC | 5.02% | Reduce -2.6% | 672,520 | $14.6M |
| LPL Financial LLC | 0.00% | Add +16.3% | 616,659 | $13.5M |
| MKT Advisors LLC | 4.47% | Add +2.5% | 612,479 | $13.3M |
| Wealth Management Strategies, Inc. | 5.36% | Add +5.9% | 542,615 | $11.9M |
| Legacy Private Trust Co. | 0.73% | Add +2.5% | 537,250 | $11.7M |
| Krilogy Financial LLC | 0.37% | Add +4.8% | 521,117 | $11.4M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +4.5% | 517,913 | $11.3M |
| Probity Advisors, Inc. | 1.68% | Add +11.0% | 485,542 | $10.6M |
| Shelton Wealth Management, LLC | 4.49% | Add +17.4% | 466,897 | $10.2M |
| NewEdge Advisors, LLC | 0.04% | Add +6.5% | 454,037 | $9.9M |
| Heartwood Wealth Advisors LLC | 0.84% | New | 438,998 | $9.6M |
| Park Avenue Securities LLC | 0.07% | Add +70.7% | 436,570 | $9.5M |
| Waycross Investment Management Co | 9.09% | Add +2.6% | 435,914 | $9.5M |
| Eight 31 Financial, LLC | 5.61% | Reduce -1.8% | 424,929 | $9.3M |
| PFG Private Wealth Management, LLC | 3.92% | New | 393,879 | $9.2M |
| Robertson Stephens Wealth Management, LLC | 0.22% | Add +3.9% | 361,685 | $7.9M |
| D.A. Davidson & Co. | 0.05% | Add +6.1% | 359,420 | $7.9M |
| Integrated Wealth Concepts LLC | 0.06% | Add +121.7% | 343,944 | $7.5M |
| Spreng Capital Management, Inc. | 3.33% | Add +10.0% | 323,272 | $7.1M |
| Foronjy Financial LLC | 2.70% | Add +2.6% | 296,824 | $6.5M |
| Fagan Associates, Inc. | 0.89% | Reduce -1.2% | 292,849 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.6% | 288,490 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +19.6% | 275,211 | $6.0M |
| CENTRAL TRUST Co | 0.11% | Add +2.4% | 262,196 | $5.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +59.2% | 254,141 | $5.6M |
| Droms Strauss Advisors Inc. /Mo/ | 1.44% | New | 236,137 | $5.5M |
| Stockman Wealth Management, Inc. | 0.60% | Add +10.8% | 247,906 | $5.4M |
| Rebalance, LLC | 0.31% | Reduce -3.6% | 246,692 | $5.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +37.5% | 243,010 | $5.3M |
| Baird Financial Group, Inc. | 0.01% | Add +25.7% | 232,796 | $5.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.21% | Add +32.4% | 222,819 | $4.9M |
| Asset Dedication, LLC | 0.33% | Add +44.5% | 218,511 | $4.8M |
| Belpointe Asset Management LLC | 0.17% | Add +11.6% | 210,479 | $4.6M |
| Royal Bank of Canada | 0.00% | Reduce -7.8% | 186,641 | $4.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +8.8% | 184,732 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Add +1.5% | 183,271 | $4.0M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +11.3% | 175,555 | $3.8M |
| Signaturefd, LLC | 0.06% | Add +3.8% | 166,673 | $3.6M |
| BIP Wealth, LLC | 0.15% | Reduce -10.4% | 165,256 | $3.6M |
| Accretive Wealth Partners, LLC | 1.02% | Add +6.8% | 165,158 | $3.6M |
| Howland Capital Management LLC | 0.13% | Add +8.7% | 152,336 | $3.3M |
| Parallel Advisors, LLC | 0.06% | Add +4.9% | 149,253 | $3.3M |
| Boston Family Office LLC | 0.22% | Add +17.3% | 148,083 | $3.2M |
| MV Capital Management, Inc. | 0.31% | Add +1.1% | 142,758 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.65% | New | 119,718 | $3.0M |
| Northstar Group, Inc. | 0.43% | Add +21.7% | 135,853 | $3.0M |
| SCS Capital Management LLC | 0.03% | Add +15.8% | 134,190 | $2.9M |
| Kintra Wealth, LLC | 0.21% | Add +1231.7% | 126,510 | $2.9M |
| Independent Advisor Alliance | 0.03% | Add +636.5% | 133,209 | $2.9M |
| Cetera Investment Advisers | 0.00% | Reduce -4.6% | 131,322 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Add +18.8% | 122,536 | $2.7M |
| Leavell Investment Management, Inc. | 0.11% | Add +28.2% | 119,301 | $2.6M |
| Apella Capital, LLC | 0.03% | Add +10.8% | 102,761 | $2.2M |
| Hughes Financial Services, LLC | 0.33% | Add +1.5% | 99,549 | $2.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.2% | 96,618 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -4.2% | 91,293 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +2.3% | 88,505 | $1.9M |
| Titleist Asset Management, LLC | 0.14% | Add +28.9% | 85,513 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +182.9% | 85,313 | $1.9M |
| Leo Wealth, LLC | 0.13% | Add +20.6% | 82,436 | $1.8M |
| Summitpoint Capital Management | 2.24% | — | 80,283 | $1.8M |
| Allworth Financial LP | 0.01% | Add +3.3% | 75,979 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.9% | 74,769 | $1.6M |
| IFP Advisors, Inc | 0.03% | Reduce -4.7% | 71,631 | $1.6M |
| Associated Banc-Corp | 0.04% | Add +3.0% | 68,749 | $1.5M |
| Reliant Wealth Planning | 0.40% | Add +8.1% | 60,419 | $1.3M |
| Foundry Financial Group, Inc. | 0.64% | Reduce -6.0% | 59,167 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.62% | Add +28.6% | 58,657 | $1.3M |
| Midwest Professional Planners, LTD. | 0.30% | Add +87.3% | 57,797 | $1.3M |
| Montecito Bank & Trust | 0.20% | Reduce -1.2% | 56,297 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Add +5.4% | 48,653 | $1.1M |
| FF Advisors,LLC | 0.42% | Reduce -42.4% | 47,308 | $1.0M |
| Granite Harbor Advisors, Inc. | 0.42% | Add +66.0% | 43,727 | $955K |
| Cerity Partners LLC | 0.00% | Add +95.6% | 43,460 | $949K |
| Snowden Capital Advisors LLC | 0.03% | Add +0.0% | 43,022 | $940K |
| Atlantic Private Wealth, LLC | 0.61% | Reduce -0.8% | 42,447 | $927K |
| Cary Street Partners Financial LLC | 0.02% | Add +4.3% | 41,851 | $914K |
| KFG Wealth Management, LLC | 0.12% | Add +14.4% | 40,717 | $889K |
"% 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.