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 |
| Keeler Thomas Management LLC | 0.36% | Reduce -67.6% | 39,180 | $856K |
| Chris Bulman Inc | 0.37% | Reduce -10.3% | 38,828 | $848K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Add +59.5% | 38,484 | $841K |
| Compass Ion Advisors, LLC | 0.08% | Add +0.0% | 38,091 | $832K |
| Duncker Streett & Co. Inc. | 0.16% | Add +42.1% | 37,384 | $817K |
| Evexia Wealth LLC | 0.21% | Add +17.1% | 35,453 | $773K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 34,032 | $743K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.4% | 33,230 | $726K |
| Mendota Financial Group, LLC | 0.51% | Add +0.6% | 31,506 | $688K |
| L2 Asset Management, LLC | 0.07% | Add +18.1% | 31,304 | $684K |
| Straight Path Wealth Management | 0.17% | Add +5.0% | 29,655 | $648K |
| Harbour Investments, Inc. | 0.01% | Add +18.2% | 29,079 | $635K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.49% | Reduce -0.5% | 27,441 | $599K |
| AQR Capital Management | 0.00% | No change | 26,950 | $589K |
| KOM Wealth Management Group, LLC | 0.40% | New | 26,602 | $581K |
| Great Diamond Partners, LLC | 0.11% | Add +51.0% | 25,906 | $566K |
| Tableaux LLC | 0.27% | Add +56.7% | 25,639 | $560K |
| Shufro Rose & Co. LLC | 0.04% | Add +1.8% | 25,044 | $547K |
| National Bank of Canada | 0.00% | Add +15.9% | 24,134 | $527K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +41.2% | 24,058 | $525K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.5% | 23,098 | $505K |
| Old Port Advisors | 0.12% | Reduce -8.1% | 22,968 | $502K |
| Daybright Advisory Services, Inc. | 0.13% | Add +0.6% | 21,381 | $467K |
| Jacobi Capital Management LLC | 0.02% | Add +1.3% | 19,864 | $434K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.8% | 19,857 | $434K |
| Heartland Bank & Trust Co | 0.10% | No change | 19,589 | $428K |
| Walleye Partners, LLC | 0.51% | Add +0.6% | 19,070 | $417K |
| Jane Street Group, LLC | 0.00% | Reduce -26.1% | 18,748 | $410K |
| MML Investors Services, LLC | 0.00% | Reduce -5.9% | 18,708 | $409K |
| Smithbridge Asset Management Inc. | 0.06% | Reduce -50.0% | 18,400 | $402K |
| Merit Financial Group, LLC | 0.00% | Add +0.3% | 18,072 | $395K |
| STAR Financial Bank | 0.18% | Reduce -38.3% | 17,723 | $387K |
| Black Maple Capital Management LP | 0.29% | Add +75.0% | 17,500 | $382K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -48.7% | 17,333 | $379K |
| Johnson Investment Counsel Inc. | 0.00% | New | 17,193 | $376K |
| CGN Advisors LLC | 0.03% | Add +24.8% | 17,146 | $375K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +78.8% | 16,909 | $369K |
| Madrid Wealth Management, LLC | 0.28% | No change | 16,901 | $369K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +3.7% | 16,879 | $369K |
| Signature Wealth Management Group | 0.14% | No change | 16,651 | $364K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 16,651 | $364K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -11.2% | 16,242 | $355K |
| Focus Partners Wealth | 0.00% | Reduce -17.9% | 16,059 | $351K |
| Kestra Investment Management, LLC | 0.01% | Add +0.6% | 16,015 | $350K |
| Transcend Capital Advisors, LLC | 0.03% | No change | 15,925 | $348K |
| DecisionMap Wealth Management, LLC | 0.22% | No change | 15,827 | $346K |
| Cowa, LLC | 0.10% | No change | 15,725 | $343K |
| Trinity Wealth Management, LLC | 0.13% | No change | 15,668 | $342K |
| LBMC Investment Advisors, LLC | 0.02% | New | 14,726 | $322K |
| Coldstream Capital Management Inc. | 0.00% | No change | 14,471 | $316K |
| Element Wealth, LLC | 0.13% | Add +20.8% | 14,384 | $314K |
| Cyr Financial Inc. | 0.18% | Reduce -8.8% | 14,094 | $308K |
| Cambridge Financial Group, LLC | 0.10% | No change | 14,011 | $306K |
| Opus Capital Group, LLC | 0.03% | No change | 13,900 | $304K |
| Atwater Malick LLC | 0.08% | New | 13,853 | $303K |
| James Investment Research, Inc. | 0.03% | No change | 13,696 | $299K |
| Summit Trail Advisors, LLC | 0.00% | New | 12,800 | $298K |
| Crews Bank & Trust | 0.04% | No change | 13,590 | $297K |
| MLP3, LLC | 0.32% | Add +0.2% | 13,261 | $290K |
| Old Mission Investment Co LLC | 0.07% | Add +38.9% | 13,082 | $286K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 13,055 | $285K |
| Principal Securities, Inc. | 0.00% | Add +0.7% | 13,040 | $285K |
| Liberty Wealth Management LLC | 0.04% | Add +0.5% | 12,945 | $283K |
| Koss-Olinger Consulting, LLC | 0.02% | New | 12,841 | $280K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.5% | 12,736 | $278K |
| Alamar Capital Management, LLC | 0.17% | No change | 12,700 | $277K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -0.1% | 12,389 | $271K |
| Citadel Advisors | 0.00% | New | 12,410 | $271K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.6% | 12,286 | $268K |
| Madden Advisory Services, Inc. | 0.11% | New | 12,277 | $268K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 12,079 | $264K |
| Conrad Siegel Investment Advisors, Inc. | 0.05% | Add +1.7% | 11,958 | $261K |
| Guidance Point Advisors, LLC | 0.06% | Add +4.9% | 11,858 | $259K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,698 | $256K |
| Barrett & Company, Inc. | 0.08% | Reduce -29.2% | 10,960 | $239K |
| Trust Co | 0.02% | Add +0.3% | 10,272 | $224K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.3% | 10,159 | $222K |
| Beacon Financial Planning, Inc. | 0.08% | New | 9,569 | $209K |
| Foundations Investment Advisors, LLC | 0.00% | Add +0.5% | 9,560 | $209K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 9,500 | $208K |
| WASHINGTON TRUST Co | 0.01% | No change | 9,362 | $204K |
| Autumn Glory Partners, LLC | 0.07% | No change | 9,233 | $202K |
| Towne Trust Company, N.A | 0.06% | No change | 8,436 | $184K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 7,164 | $156K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 6,291 | $137K |
| High Note Wealth, LLC | 0.02% | Add +105.9% | 5,744 | $125K |
| Hills Bank & Trust Co | 0.01% | New | 5,392 | $118K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +14.9% | 5,277 | $115K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.1% | 5,230 | $114K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 5,119 | $112K |
| Hara Capital LLC | 0.05% | No change | 4,832 | $106K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,570 | $99K |
| MAI Capital Management | 0.00% | No change | 4,369 | $95K |
| US Bancorp \de | 0.00% | No change | 4,095 | $89K |
| CNB Bank | 0.03% | Reduce -0.4% | 3,603 | $79K |
| First PREMIER Bank | 0.02% | No change | 3,590 | $78K |
| Bogart Wealth, LLC | 0.00% | No change | 3,204 | $70K |
| 2UniFi Bank | 0.03% | No change | 2,835 | $62K |
| Fifth Third Bancorp | 0.00% | New | 2,738 | $60K |
| Hyposwiss Advisors SA | 0.05% | No change | 2,280 | $50K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 2,084 | $46K |
| Basepoint Wealth LLC | 0.03% | New | 2,002 | $44K |
| Bank of Montreal | 0.00% | Add +0.6% | 1,764 | $39K |
| MCF Advisors LLC | 0.00% | No change | 1,334 | $29K |
| Clayton Financial Group LLC | 0.01% | Add +2.2% | 1,066 | $23K |
| Robbins Farley | 0.01% | No change | 912 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.5% | 812 | $18K |
| Intentional Wealth Strategies, LLC | 0.01% | — | 647 | $14K |
| Root Financial Partners, LLC | 0.00% | New | 586 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 388 | $8K |
| AE Wealth Management LLC | 0.00% | Reduce -15.7% | 242 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 100 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 64 | $1K |
| Larson Financial Group LLC | 0.00% | New | 54 | $1K |
| Lanark Financial, Inc. | 0.00% | New | 51 | $1K |
| FMR LLC | 0.00% | Reduce -97.1% | 13 | $291 |
| JPMorgan Chase & Co. | 0.00% | No change | 1 | $22 |
"% 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.