Security record
IBDU
iShares iBonds Dec 2029 Term Corporate ETF · Financial Services · Asset Management - Bonds
43Tracked holders
0Δ holders
48.40MShares held
$1.12BReported value
+1New positions
−1Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +4.1% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | 0 | 48.40M | $1.12B | +1 | −1 |
| Q1 2026 | 44 | +2 | 46.74M | $1.09B | +3 | −1 |
| Q4 2025 | 42 | +1 | 41.88M | $980.22M | +1 | — |
| Q3 2025 | 4 | 0 | 5.56M | $130.38M | — | — |
| Q2 2025 | 2 | 0 | 95.82K | $2.24M | — | — |
| Q1 2025 | 1 | 0 | 67.79K | $1.57M | — | — |
| Q4 2024 | 1 | 0 | 109.57K | $2.50M | — | — |
| Q3 2024 | 1 | 0 | 328.07K | $7.71M | — | — |
| Q2 2024 | 1 | — | 36.71K | $832,148 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 7.63M | +4.3% | $176.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 6.49M | -3.1% | $150.25M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 3 | Mercer Global Advisors Inc /Adv | 5.79M | +15.1% | $134.13M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 3.89M | +5.6% | $90.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.60M | +13.5% | $83.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Lido Advisors, LLC | 2.85M | -12.7% | $66.07M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 2.51M | +5.2% | $58.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 2.29M | -2.2% | $53.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 9 | Wells Fargo & Company/Mn | 2.22M | +4.5% | $51.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | HighTower Advisors, LLC | 1.98M | +6.1% | $45.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 1.63M | +48.2% | $37.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 1.18M | +3.2% | $27.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Captrust Financial Advisors | 764.13K | +17.0% | $17.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 740.82K | +20.5% | $17.16M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 15 | Us Bancorp \De\ | 715.22K | +4.0% | $16.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 613.54K | +9.0% | $14.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 605.09K | +1.9% | $14.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 572.04K | +7.9% | $13.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 485.03K | +17.1% | $11.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Cetera Investment Advisers | 286.88K | +43.5% | $6.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 211.82K | +19.3% | $4.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Jones Financial Companies Lllp | 188.01K | +16.6% | $4.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 165.75K | +29.8% | $3.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 159.05K | +36.6% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Fifth Third Bancorp | 133.20K | +15.7% | $3.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 110.04K | -46.4% | $2.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Mariner, LLC | 96.27K | -47.1% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | JPMorgan Chase ✦ | 85.24K | -53.6% | $1.98M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 29 | Creative Planning | 79.56K | +11.9% | $1.84M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Neuberger Berman Group LLC | 52.52K | +5.3% | $1.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | First Manhattan Co. Llc. | 47.16K | +116.4% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | TD Waterhouse Canada Inc. | 40.27K | 0.0% | $928,534 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 32.09K | -3.0% | $743,209 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 34 | Truist Financial Corp | 29.43K | -56.0% | $681,601 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Jane Street Group, Llc | 27.32K | -75.4% | $632,615 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 26.62K | +24.2% | $616,566 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 37 | Cerity Partners LLC | 22.27K | -9.4% | $515,667 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 22.03K | New | $510,158 | 0.0% | New | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 18.48K | +1738.4% | $427,909 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 40 | National Bank Of Canada /Fi/ | 4.95K | +51.7% | $114,616 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 4.46K | -24.4% | $103,343 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Barclays Plc | 2.85K | 0.0% | $66,006 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 642 | -72.5% | $14,862 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Focus Partners Wealth | $510,158 | 0.0% |
Exited
| Citadel Advisors | $8.83M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 380 holders, 120.79M shares, $2.78B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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