iShares Ibonds Dec 2029 TermIBTJETF
13F holders, Q2 2026 (June 30)215holders −2
19new positions
18sold out
1famous investor
$21.67avg. 13F price*
At the end of Q2 2026, 215 institutions reported holding iShares Ibonds Dec 2029 Term (IBTJ) in their 13F filings, down 2 from Q1 2026. 19 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($74.7M), Bank of America Corp. ($59.8M) and Mercer Global Advisors Inc. ($55.9M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $37.6M |
| Exits | 18 | $26.2M |
All 13F filers, Q1 2026 → Q2 2026: 5,729,402 shares bought and 4,108,833 shares sold, net +1,620,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 215 holders
| Morgan Stanley | 0.00% | Add +1.9% | 3,449,133 | $74.7M |
| Bank of America Corp. | 0.00% | Add +12.4% | 2,763,412 | $59.8M |
| Mercer Global Advisors Inc. | 0.07% | Add +10.4% | 2,580,593 | $55.9M |
| Wells Fargo & Company | 0.01% | Reduce -22.9% | 1,766,489 | $38.2M |
| Brookstone Capital Management | 0.37% | Reduce -2.7% | 1,700,849 | $36.8M |
| TRUE Private Wealth Advisors | 3.12% | Reduce -8.4% | 1,669,970 | $36.2M |
| Financial Advisory Corp | 4.59% | Add +1.7% | 1,598,459 | $34.6M |
| Raymond James Financial Inc. | 0.01% | Reduce -8.7% | 1,434,792 | $31.1M |
| Asset Advisors Investment Management, LLC | 2.66% | Add +8.3% | 1,340,715 | $29.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.0% | 1,295,472 | $28.0M |
| United Capital Financial Advisors, LLC | 0.15% | Add +6.3% | 1,273,661 | $27.6M |
| BlackRock, Inc. | 0.00% | Add +76.7% | 1,220,815 | $26.4M |
| Hengehold Capital Management LLC | 1.87% | Add +7.2% | 1,114,945 | $24.1M |
| Ameriprise Financial Inc. | 0.00% | Add +4.5% | 1,039,013 | $22.5M |
| HM Payson & Co. | 0.28% | Add +24.6% | 961,074 | $20.8M |
| Atwood & Palmer Inc. | 1.11% | Add +1.5% | 958,727 | $20.8M |
| UBS Group AG | 0.00% | Add +2.4% | 937,678 | $20.3M |
| Journey Advisory Group, LLC | 1.34% | Add +1.4% | 808,737 | $17.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.3% | 790,679 | $17.1M |
| Arax Advisory Partners | 0.11% | New | 781,914 | $16.9M |
| Denver PWM, LLC | 4.84% | Add +1.9% | 685,352 | $14.8M |
| MKT Advisors LLC | 4.44% | Add +8.1% | 661,757 | $14.3M |
| LPL Financial LLC | 0.00% | Add +3.9% | 640,840 | $13.9M |
| Merit Financial Group, LLC | 0.08% | Add +3155.1% | 588,260 | $12.7M |
| Wealth Management Strategies, Inc. | 4.89% | Add +6.4% | 577,575 | $12.5M |
| Krilogy Financial LLC | 0.36% | Add +7.9% | 562,283 | $12.2M |
| Integrated Wealth Concepts LLC | 0.08% | Add +63.1% | 561,142 | $12.1M |
| Legacy Private Trust Co. | 0.67% | Add +3.4% | 555,562 | $12.0M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +3.0% | 533,453 | $11.5M |
| Probity Advisors, Inc. | 1.64% | Add +9.3% | 530,491 | $11.5M |
| Shelton Wealth Management, LLC | 4.30% | Add +7.3% | 501,211 | $10.9M |
| NewEdge Advisors, LLC | 0.03% | Add +10.1% | 499,976 | $10.8M |
| ES4, LLC | 5.57% | New | 457,923 | $10.6M |
| MCF Advisors LLC | 0.36% | Add +32276.1% | 431,897 | $10.0M |
| Heartwood Wealth Advisors LLC | 0.75% | Add +1.6% | 446,254 | $9.7M |
| Waycross Investment Management Co | 7.31% | Add +1.7% | 443,173 | $9.6M |
| Eight 31 Financial, LLC | 5.62% | Add +2.7% | 436,563 | $9.5M |
| Park Avenue Securities LLC | 0.05% | Reduce -9.3% | 396,112 | $8.6M |
| D.A. Davidson & Co. | 0.05% | Add +6.5% | 382,798 | $8.3M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Add +3.2% | 373,145 | $8.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +17.7% | 324,028 | $7.0M |
| Spreng Capital Management, Inc. | 2.54% | Reduce -0.2% | 322,517 | $7.0M |
| Foronjy Financial LLC | 2.51% | Add +6.3% | 315,571 | $6.8M |
| Fagan Associates, Inc. | 0.78% | Add +0.5% | 294,216 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +0.8% | 290,713 | $6.3M |
| Stifel Financial Corp. | 0.01% | Reduce -72.0% | 275,978 | $6.0M |
| CENTRAL TRUST Co | 0.11% | Add +4.9% | 274,945 | $6.0M |
| Rebalance, LLC | 0.31% | Add +9.6% | 270,435 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.7% | 263,619 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +11.5% | 259,495 | $5.6M |
| Stockman Wealth Management, Inc. | 0.57% | Add +3.2% | 255,938 | $5.5M |
| Baltimore-Washington Financial Advisors, Inc. | 0.21% | Add +13.9% | 253,729 | $5.5M |
| Asset Dedication, LLC | 0.34% | Add +13.4% | 247,828 | $5.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -2.2% | 237,720 | $5.1M |
| Belpointe Asset Management LLC | 0.16% | Add +5.5% | 222,170 | $4.8M |
| Accretive Wealth Partners, LLC | 1.06% | Add +22.3% | 201,935 | $4.4M |
| Boston Family Office LLC | 0.24% | Add +24.4% | 184,177 | $4.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.1% | 182,778 | $4.0M |
| Portland Global Advisors LLC | 0.37% | New | 178,937 | $3.9M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -3.2% | 178,850 | $3.9M |
| Howland Capital Management LLC | 0.14% | Add +15.8% | 176,332 | $3.8M |
| Northstar Group, Inc. | 0.49% | Add +25.9% | 170,987 | $3.7M |
| Signaturefd, LLC | 0.05% | Add +1.4% | 168,985 | $3.7M |
| Thoroughbred Financial Services, LLC | 0.17% | Reduce -5.5% | 165,829 | $3.6M |
| Parallel Advisors, LLC | 0.05% | Add +7.0% | 159,660 | $3.5M |
| MV Capital Management, Inc. | 0.27% | No change | 142,758 | $3.1M |
| SCS Capital Management LLC | 0.03% | Reduce -1.2% | 132,570 | $2.9M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 130,972 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +28.2% | 123,865 | $2.7M |
| Apella Capital, LLC | 0.04% | Add +20.3% | 123,650 | $2.7M |
| Leavell Investment Management, Inc. | 0.09% | Reduce -1.4% | 117,569 | $2.5M |
| Hughes Financial Services, LLC | 0.30% | Add +3.3% | 102,834 | $2.2M |
| Valmark Advisers, Inc. | 0.02% | Add +35.4% | 101,265 | $2.2M |
| Titleist Asset Management, LLC | 0.15% | Add +16.3% | 99,482 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -31.0% | 84,520 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -7.3% | 82,003 | $1.8M |
| Allworth Financial LP | 0.01% | Add +4.1% | 79,119 | $1.7M |
| Midwest Professional Planners, LTD. | 0.33% | Add +32.8% | 76,724 | $1.7M |
| Associated Banc-Corp | 0.04% | Add +0.7% | 69,243 | $1.5M |
| Summitpoint Capital Management | 1.57% | Reduce -16.4% | 67,080 | $1.5M |
| IFP Advisors, Inc | 0.03% | Reduce -7.2% | 66,483 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -27.9% | 65,858 | $1.4M |
| Montecito Bank & Trust | 0.20% | Add +9.8% | 61,837 | $1.3M |
| Reliant Wealth Planning | 0.37% | Add +1.5% | 61,315 | $1.3M |
| Jim Saulnier & Associates, LLC | 0.53% | Add +3.7% | 60,840 | $1.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +202.7% | 60,101 | $1.3M |
| Foundry Financial Group, Inc. | 0.56% | Add +0.6% | 59,547 | $1.3M |
| BIP Wealth, LLC | 0.04% | Reduce -65.0% | 57,901 | $1.3M |
| Woodley Farra Manion Portfolio Management Inc. | 0.06% | Add +46.8% | 56,505 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | New | 49,694 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +0.0% | 48,658 | $1.1M |
| Snowden Capital Advisors LLC | 0.02% | Add +1.3% | 43,558 | $943K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -49.1% | 43,414 | $940K |
| Cerity Partners LLC | 0.00% | Reduce -1.5% | 42,790 | $926K |
| Moulton Wealth Management, Inc. | 0.60% | New | 42,408 | $915K |
| KFG Wealth Management, LLC | 0.10% | Add +1.8% | 41,440 | $897K |
| Atlantic Private Wealth, LLC | 0.55% | Reduce -3.1% | 41,119 | $890K |
| Compass Ion Advisors, LLC | 0.07% | No change | 38,091 | $825K |
| Duncker Streett & Co. Inc. | 0.14% | Add +0.9% | 37,740 | $817K |
| Great Diamond Partners, LLC | 0.14% | Add +43.1% | 37,075 | $803K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -13.6% | 36,161 | $783K |
| KOM Wealth Management Group, LLC | 0.47% | Add +34.0% | 35,636 | $772K |
| Chris Bulman Inc | 0.28% | Reduce -8.3% | 35,591 | $771K |
| Community Financial Services Group, LLC | 0.11% | New | 34,386 | $742K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 33,270 | $720K |
| Benjamin Edwards Inc. | 0.01% | Reduce -95.9% | 33,094 | $716K |
| AQR Capital Management | 0.00% | Add +20.4% | 32,450 | $703K |
| L2 Asset Management, LLC | 0.07% | Add +3.3% | 32,325 | $700K |
| Mendota Financial Group, LLC | 0.43% | Add +1.0% | 31,807 | $689K |
| Harbour Investments, Inc. | 0.01% | Add +0.9% | 29,356 | $636K |
| Keeler Thomas Management LLC | 0.22% | Reduce -26.2% | 28,920 | $626K |
| Granite Harbor Advisors, Inc. | 0.25% | Reduce -34.1% | 28,821 | $624K |
| Straight Path Wealth Management | 0.14% | Reduce -3.5% | 28,628 | $620K |
| Independent Advisor Alliance | 0.01% | Reduce -79.0% | 27,923 | $605K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.40% | No change | 27,441 | $594K |
| Creative Planning | 0.00% | New | 26,768 | $580K |
| National Bank of Canada | 0.00% | Add +8.7% | 26,232 | $568K |
| MML Investors Services, LLC | 0.00% | Add +32.2% | 24,730 | $535K |
| Modern Wealth Management, LLC | 0.01% | New | 24,234 | $525K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +0.1% | 24,081 | $521K |
| Tableaux LLC | 0.21% | Reduce -9.4% | 23,225 | $503K |
| Fifth Third Bancorp | 0.00% | Add +731.3% | 22,761 | $493K |
| Old Port Advisors | 0.10% | Reduce -1.8% | 22,564 | $489K |
| Daybright Advisory Services, Inc. | 0.11% | Add +1.3% | 21,652 | $467K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.7% | 20,856 | $452K |
| DecisionMap Wealth Management, LLC | 0.25% | Add +28.3% | 20,302 | $440K |
| Jacobi Capital Management LLC | 0.02% | Reduce -0.6% | 19,740 | $427K |
| Heartland Bank & Trust Co | 0.09% | No change | 19,589 | $424K |
| Walleye Partners, LLC | 0.48% | Add +0.9% | 19,252 | $417K |
| Atwater Malick LLC | 0.09% | Add +33.0% | 18,428 | $399K |
| Smithbridge Asset Management Inc. | 0.05% | No change | 18,400 | $398K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +7.8% | 18,203 | $394K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +3.7% | 17,538 | $380K |
| Black Maple Capital Management LP | 0.25% | No change | 17,500 | $379K |
| Summit Wealth Partners, LLC | 0.05% | Add +0.2% | 17,375 | $376K |
| STAR Financial Bank | 0.15% | Reduce -2.3% | 17,319 | $375K |
| XY Planning Network, Inc. | 0.05% | New | 17,225 | $373K |
| CGN Advisors LLC | 0.03% | Add +0.5% | 17,225 | $373K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 17,193 | $372K |
| Madrid Wealth Management, LLC | 0.24% | No change | 16,901 | $366K |
| Kestra Investment Management, LLC | 0.01% | Add +5.2% | 16,847 | $365K |
| Towne Trust Company, N.A | 0.11% | Add +95.4% | 16,486 | $357K |
| Barrett & Company, Inc. | 0.10% | Add +49.0% | 16,334 | $354K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -2.2% | 16,280 | $352K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 15,925 | $345K |
| Cowa, LLC | 0.09% | No change | 15,725 | $340K |
| Trinity Wealth Management, LLC | 0.11% | Add +0.3% | 15,722 | $340K |
| Single Point Partners, LLC | 0.06% | New | 15,309 | $331K |
| LBMC Investment Advisors, LLC | 0.02% | No change | 14,726 | $319K |
| Element Wealth, LLC | 0.12% | Add +0.9% | 14,521 | $314K |
| Cyr Financial Inc. | 0.16% | Add +2.0% | 14,381 | $311K |
| Cambridge Financial Group, LLC | 0.10% | No change | 14,011 | $303K |
| Opus Capital Group, LLC | 0.03% | No change | 13,900 | $301K |
| James Investment Research, Inc. | 0.03% | No change | 13,696 | $297K |
| Crews Bank & Trust | 0.04% | No change | 13,590 | $294K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -7.2% | 13,426 | $291K |
| Madden Advisory Services, Inc. | 0.10% | Add +8.3% | 13,295 | $288K |
| Old Mission Investment Co LLC | 0.06% | No change | 13,082 | $283K |
| Liberty Wealth Management LLC | 0.04% | No change | 12,945 | $283K |
| Level Four Advisory Services, LLC | 0.01% | Add +0.0% | 13,059 | $283K |
| Principal Securities, Inc. | 0.00% | Add +0.1% | 13,051 | $283K |
| Jane Street Group, LLC | 0.00% | Reduce -30.8% | 12,969 | $281K |
| Advisory Services Network, LLC | 0.00% | Add +1.8% | 12,962 | $281K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +80.6% | 12,936 | $280K |
| Koss-Olinger Consulting, LLC | 0.02% | Add +0.6% | 12,923 | $280K |
| Milestone Asset Management, LLC | 0.04% | New | 12,835 | $278K |
| Alamar Capital Management, LLC | 0.14% | No change | 12,700 | $275K |
| CFS Investment Advisory Services, LLC | 0.02% | No change | 12,389 | $268K |
| Conrad Siegel Investment Advisors, Inc. | 0.04% | Add +2.6% | 12,274 | $266K |
| Guidance Point Advisors, LLC | 0.06% | Add +2.1% | 12,112 | $262K |
| Autumn Glory Partners, LLC | 0.07% | Add +30.1% | 12,014 | $260K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 11,901 | $258K |
| Highland Financial Advisors, LLC | 0.06% | No change | 11,698 | $253K |
| Resonant Capital Advisors, LLC | 0.01% | Reduce -3.9% | 11,603 | $251K |
| Mgo One Seven LLC | 0.00% | New | 11,063 | $240K |
| Global Retirement Partners, LLC | 0.00% | — | 10,853 | $235K |
| Trust Co | 0.02% | No change | 10,272 | $222K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -0.9% | 10,068 | $218K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 9,862 | $214K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -0.3% | 9,530 | $206K |
| Penobscot Investment Management Company, Inc. | 0.01% | No change | 9,500 | $206K |
| Kintra Wealth, LLC | 0.01% | Reduce -92.5% | 9,500 | $205K |
| WASHINGTON TRUST Co | 0.01% | No change | 9,362 | $203K |
| Koshinski Asset Management, Inc. | 0.01% | New | 9,358 | $203K |
| Talon Private Wealth, LLC | 0.02% | New | 9,352 | $202K |
| Focus Partners Wealth | 0.00% | Reduce -41.8% | 9,352 | $202K |
| Atlantic Union Bankshares Corp | 0.00% | Add +23.5% | 6,321 | $137K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 6,291 | $136K |
| High Note Wealth, LLC | 0.02% | No change | 5,744 | $124K |
| Hills Bank & Trust Co | 0.01% | Add +1.7% | 5,482 | $119K |
| Pinnacle Bancorp, Inc. | 0.03% | No change | 5,277 | $114K |
| Key Financial Inc | 0.02% | New | 4,995 | $108K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.0% | 4,614 | $100K |
| US Bancorp \de | 0.00% | No change | 4,095 | $89K |
| Hara Capital LLC | 0.05% | Reduce -17.2% | 4,000 | $87K |
| Fiduciary Financial Advisors | 0.01% | New | 3,882 | $84K |
| CNB Bank | 0.03% | Add +5.0% | 3,783 | $82K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -28.8% | 3,725 | $81K |
| First PREMIER Bank | 0.01% | No change | 3,590 | $78K |
| Bogart Wealth, LLC | 0.00% | No change | 3,204 | $69K |
| NBH Bank | 0.03% | — | 2,835 | $61K |
| Longview Financial Advisors LLC | 0.03% | New | 2,595 | $56K |
| Bank of Montreal | 0.00% | Add +33.0% | 2,346 | $51K |
| Hyposwiss Advisors SA | 0.05% | No change | 2,280 | $49K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,104 | $46K |
| Basepoint Wealth LLC | 0.03% | Add +0.9% | 2,021 | $44K |
| Robbins Farley | 0.01% | No change | 912 | $20K |
| Compass Financial Management LLC | 0.00% | — | 733 | $16K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 388 | $8K |
| AE Wealth Management LLC | 0.00% | No change | 242 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 64 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 54 | $1K |
| Lanark Financial, Inc. | 0.00% | Reduce -49.0% | 26 | $562 |
| FMR LLC | 0.00% | No change | 13 | $289 |
| 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.