IBDU
iShares iBonds Dec 2029 Term Corporate ETF$23.21-0.10 (-0.45%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
InfinityB
Total Value
$1.55000131000127e+244T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Aptus Capital Advisors, LLC | 6,659,628 | $155.0M | 1.11% | Share |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 5,611,412 | $131.0M | 0.20% | Share |
| 3 | MORGAN STANLEY | 5,467,842 | $127.0M | 0.01% | Share |
| 4 | CAPITAL ADVISORS INC/OK | 4,798,655 | $112.3M | 1.81% | Share |
| 5 | SHUFRO ROSE & CO LLC | 3,805,205 | $89.1M | 6.02% | Share |
| 6 | Capital Investment Advisors, LLC | 3,722,161 | $87.1M | 1.33% | Share |
| 7 | UBS Group AG | 3,513,052 | $82.2M | 0.01% | Share |
| 8 | BANK OF AMERICA CORP /DE/ | 3,155,670 | $73.0M | 0.01% | Share |
| 9 | BANK OF AMERICA CORP /DE/ | 2,424,882 | $56.0M | 0.00% | Share |
| 10 | RAYMOND JAMES FINANCIAL INC | 2,173,030 | $50.0M | 0.02% | Share |
| 11 | LPL Financial LLC | 2,133,696 | $49.0M | 0.01% | Share |
| 12 | ROYAL BANK OF CANADA | 2,070,745 | $48.0M | 0.01% | Share |
| 13 | HM PAYSON & CO | 1,893,366 | $44.3M | 0.62% | Share |
| 14 | WELLS FARGO & COMPANY/MN | 1,893,762 | $44.0M | 0.01% | Share |
| 15 | SUMMITRY LLC | 1,837,008 | $43.0M | 1.79% | Share |
| 16 | HighTower Advisors, LLC | 1,771,313 | $41.0M | 0.04% | Share |
| 17 | WOODMONT INVESTMENT COUNSEL LLC | 1,745,523 | $40.9M | 2.56% | Share |
| 18 | BANK OF AMERICA CORP /DE/ | 1,719,949 | $40.0M | 0.00% | Share |
| 19 | Sound View Wealth Advisors Group, LLC | 1,613,448 | $37.8M | 2.53% | Share |
| 20 | Klingman & Associates, LLC | 1,539,005 | $36.0M | 1.74% | Share |
| 21 | SIGMA INVESTMENT COUNSELORS INC | 1,514,732 | $35.5M | 1.80% | Share |
| 22 | Gratus Wealth Advisors, LLC | 1,420,969 | $33.3M | 4.61% | Share |
| 23 | Lido Advisors, LLC | 1,425,001 | $33.0M | 0.10% | Share |
| 24 | Venture Visionary Partners LLC | 1,351,617 | $31.0M | 1.01% | Share |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 1,200,095 | $28.0M | 0.04% | Share |
| 26 | Seven Springs Wealth Group, LLC | 1,149,546 | $26.9M | 7.69% | Share |
| 27 | Wealthcare Advisory Partners LLC | 1,145,131 | $26.8M | 0.53% | Share |
| 28 | Advisors Capital Management, LLC | 1,096,937 | $25.7M | 0.30% | Share |
| 29 | Summit Financial, LLC | 1,068,563 | $25.0M | 0.37% | Share |
| 30 | RVW Wealth, LLC | 1,059,999 | $24.8M | 1.89% | Share |
| 31 | Kathmere Capital Management, LLC | 1,036,202 | $24.3M | 1.63% | Share |
| 32 | AMERIPRISE FINANCIAL INC | 1,055,201 | $24.0M | 0.01% | Share |
| 33 | HOWLAND CAPITAL MANAGEMENT LLC | 969,560 | $22.7M | 0.86% | Share |
| 34 | Meiji Yasuda Life Insurance Co | 938,000 | $21.0M | 0.61% | Share |
| 35 | MV CAPITAL MANAGEMENT, INC. | 794,637 | $18.6M | 1.79% | Share |
| 36 | Summit Asset Management, LLC | 768,679 | $18.0M | 2.55% | Share |
| 37 | MV CAPITAL MANAGEMENT, INC. | 756,483 | $17.8M | 1.70% | Share |
| 38 | RAYMOND JAMES FINANCIAL INC | 742,539 | $17.0M | 0.01% | Share |
| 39 | Kestra Advisory Services, LLC | 677,647 | $15.0M | 0.06% | Share |
| 40 | Motley Fool Wealth Management, LLC | 611,729 | $14.0M | 1.09% | Share |
| 41 | US BANCORP \DE\ | 596,183 | $14.0M | 0.02% | Share |
| 42 | ARROW FINANCIAL CORP | 590,255 | $13.8M | 1.38% | Share |
| 43 | CAPTRUST FINANCIAL ADVISORS | 590,443 | $13.0M | 0.02% | Share |
| 44 | Rockefeller Capital Management L.P. | 578,392 | $13.0M | 0.02% | Share |
| 45 | Ironwood Financial, llc | 537,151 | $12.6M | 2.13% | Share |
| 46 | Windsor Capital Management, LLC | 524,522 | $12.3M | 3.39% | Share |
| 47 | Robertson Stephens Wealth Management, LLC | 513,648 | $12.0M | 0.31% | Share |
| 48 | Ruggaard & Associates LLC | 502,535 | $11.8M | 4.63% | Share |
| 49 | LYELL WEALTH MANAGEMENT, LP | 486,066 | $11.4M | 0.82% | Share |
| 50 | NOVEM GROUP | 470,613 | $11.0M | 1.27% | Share |