Security record · archived quarter
IBDU
iShares iBonds Dec 2029 Term Corporate ETF · Financial Services · Asset Management - Bonds
42Tracked holders
+1Δ holders
41.88MShares held
$980.22MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +2.4% ·
share flow +1.1% ·
net new positions +2.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 225.41K | $5.11M | n/a | n/a |
| Q2 2026 | 42 | 0 | 46.42M | $1.08B | +1 | −2 |
| Q1 2026 | 44 | +2 | 46.74M | $1.09B | +3 | −1 |
| Q4 2025 | 42 | +1 | 41.88M | $980.22M | +1 | n/a |
| Q3 2025 | 4 | 0 | 5.56M | $130.38M | n/a | n/a |
| Q2 2025 | 2 | 0 | 95.82K | $2.24M | n/a | n/a |
| Q1 2025 | 1 | 0 | 67.79K | $1.57M | n/a | n/a |
| Q4 2024 | 1 | 0 | 109.57K | $2.50M | n/a | n/a |
| Q3 2024 | 1 | 0 | 328.07K | $7.71M | n/a | n/a |
| Q2 2024 | 1 | n/a | 36.71K | $832,148 | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 7.31M | n/a | $171.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Mercer Global Advisors Inc /Adv | 5.61M | n/a | $131.34M | 0.2% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.51M | +8.1% | $128.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 3.51M | n/a | $82.22M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 2.95M | n/a | $69.08M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 2.18M | n/a | $51.06M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 7 | LPL Financial LLC | 2.13M | n/a | $49.94M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.10M | n/a | $49.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 1.77M | n/a | $41.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Lido Advisors, LLC | 1.43M | n/a | $33.43M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 1.20M | n/a | $28.09M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 1.06M | n/a | $24.78M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 709.54K | n/a | $16.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Us Bancorp \De\ | 628.14K | n/a | $14.70M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Captrust Financial Advisors | 590.44K | n/a | $13.82M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 578.39K | n/a | $13.54M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Northwestern Mutual Wealth… | 466.03K | n/a | $10.91M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (passive) | 385.52K | +368.9% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Cwm, Llc | 228.36K | n/a | $5.34M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 210.24K | n/a | $4.92M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cetera Investment Advisers | 190.06K | n/a | $4.45M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 178.89K | n/a | $4.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Osaic Holdings, Inc. | 176.82K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | Jones Financial Companies Lllp | 129.87K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 97.32K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Wealth Enhancement Advisory… | 92.43K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 71.72K | -77.6% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Creative Planning | 68.68K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Neuberger Berman Group LLC | 51.11K | n/a | $1.20M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 44.94K | -18.1% | $1.05M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 40.78K | n/a | $955,444 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | TD Waterhouse Canada Inc. | 38.75K | n/a | $906,773 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fifth Third Bancorp | 28.54K | n/a | $667,885 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Focus Partners Wealth | 25.87K | n/a | $605,418 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Susquehanna International Group, Llp | 24.28K | n/a | $568,203 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 16.09K | n/a | $376,714 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | Mml Investors Services, Llc | 12.66K | n/a | $296,304 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 11.64K | n/a | $272,388 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Fidelity (FMR) ✦ | 7.97K | New | $186,588 | 0.0% | New | 1 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 3.06K | n/a | $71,698 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Barclays Plc | 2.85K | n/a | $66,704 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 1.36K | n/a | $31,813 | 0.0% | n/c | 1 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $186,588 | 0.0% |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
Get this via the API