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Ishares Ibonds DEC 2029 M BD (IBMR)

CUSIP: 46436E163 | NYSE | 214 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

US Bancorp \de\455,471
0.0% of portfolio›$11.3M
Lido Advisors, LLC386,023
0.0% of portfolio›$9.5M
Novem Group371,342
0.8% of portfolio›$8.4M
Cliftonlarsonallen Wealth Advisors, LLC331,319
0.1% of portfolio›$8.2M
Kathmere Capital Management, LLC272,064
0.3% of portfolio›$6.7M
Praetorian Wealth Management, Inc.259,842
1.1% of portfolio›$6.4M
Cyndeo Wealth Partners, LLC193,513
0.2% of portfolio›$4.8M
Howland Capital Management LLC159,795
0.1% of portfolio›$4.0M
Assetmark, Inc129,743
0.0% of portfolio›$3.2M
Central Trust Co123,365
0.1% of portfolio›$3.1M
Cypress Point Wealth Management, LLC119,718
0.3% of portfolio›$3.0M
Commonwealth Equity Services, LLC111,191
0.0% of portfolio›$2.7M
Choreo, LLC106,150
0.0% of portfolio›$2.6M
Parkway Wealth Management Group, LLC94,196
0.3% of portfolio›$2.3M
Confluence Investment Management LLC87,116
0.0% of portfolio›$2.2M
Kestra Advisory Services, LLC86,546
0.0% of portfolio›$2.1M
Curbstone Financial Management Corp78,120
0.3% of portfolio›$1.9M
Woodmont Investment Counsel LLC76,669
0.1% of portfolio›$1.9M
Ellis Investment Partners, LLC71,836
0.3% of portfolio›$1.8M
Members Wealth LLC68,473
0.8% of portfolio›$1.7M
Rossmore Private Capital65,379
0.1% of portfolio›$1.6M
True Private Wealth Advisors63,569
0.1% of portfolio›$1.6M
Blue Square Asset Management, LLC63,418
0.6% of portfolio›$1.6M
Brookstone Capital Management61,983
0.0% of portfolio›$1.5M
RIA Advisory Group LLC56,538
0.4% of portfolio›$1.4M
GC Wealth Management RIA, LLC54,219
0.1% of portfolio›$1.3M
Evergreen Private Wealth LLC51,932
0.5% of portfolio›$1.3M
Sentinel Pension Advisors, LLC51,704
0.2% of portfolio›$1.3M
Aspen Wealth Management LLC48,103
0.2% of portfolio›$1.2M
Regions Financial Corp44,949
0.0% of portfolio›$1.1M
Capital Investment Advisors, LLC41,654
0.0% of portfolio›$1.0M
IFP Advisors, Inc41,647
0.0% of portfolio›$1.0M
Jacobi Capital Management LLC37,128
0.0% of portfolio›$918.2K
Parallel Advisors, LLC34,306
0.0% of portfolio›$848.4K
Financial Advisory Corp33,993
0.1% of portfolio›$840.6K
James Investment Research, Inc.33,768
0.1% of portfolio›$835.1K
Roof Eidam Maycock Peralta, LLC33,100
0.2% of portfolio›$818.6K
Phillips Financial Management, LLC31,792
0.1% of portfolio›$786.2K
Creative Planning31,379
0.0% of portfolio›$776.0K
Carnegie Investment Counsel31,000
0.0% of portfolio›$766.6K
Droms Strauss Advisors Inc29,789
0.2% of portfolio›$736.7K
Cambridge Investment Research Advisors, Inc.29,483
0.0% of portfolio›$729
Sonata Capital Group Inc28,808
0.2% of portfolio›$712.4K
Rossby Financial, LCC23,548
0.1% of portfolio›$582.3K
CFS Investment Advisory Services, LLC23,143
0.0% of portfolio›$573.1K
Great Diamond Partners, LLC22,895
0.1% of portfolio›$566.2K
FF Advisors,LLC22,408
0.2% of portfolio›$554.2K
Strid Group, LLC21,500
0.1% of portfolio›$531.7K
Atwater Malick LLC21,243
0.1% of portfolio›$525.3K
Newman Dignan & Sheerar, Inc.20,342
0.1% of portfolio›$503.1K
Glenview Trust Co19,019
0.0% of portfolio›$470.3K
Leo Wealth, LLC17,233
0.1% of portfolio›$426.2K
Balefire, LLC12,915
0.1% of portfolio›$319.4K
First National Trust Co12,168
0.0% of portfolio›$300.9K
Compton Wealth Advisory Group, LLC11,940
0.1% of portfolio›$295.8K
Trust Co11,863
0.0% of portfolio›$293.4K
Penobscot Investment Management Company, Inc.11,550
0.0% of portfolio›$285.6K
Park Avenue Securities LLC11,516
0.0% of portfolio›$285
Heritage Family Offices, LLP11,117
0.1% of portfolio›$274.9K
Schmidt P J Investment Management Inc10,940
0.0% of portfolio›$270.5K
Bradley & Co. Private Wealth Management, LLC10,818
0.1% of portfolio›$267.5K
Capital Asset Advisory Services LLC10,664
0.0% of portfolio›$267.6K
Archford Capital Strategies, LLC10,407
0.0% of portfolio›$257.4K
Aspen Private Advisors, LLC10,000
0.2% of portfolio›$247.3K
Avidian Wealth Enterprises, LLC9,960
0.0% of portfolio›$226.0K
Klingman & Associates, LLC9,923
0.0% of portfolio›$245.4K
Segment Wealth Management, LLC9,720
0.0% of portfolio›$240.4K
Meridian Wealth Management, LLC9,532
0.0% of portfolio›$235.7K
Silverlake Wealth Management LLC9,175
0.0% of portfolio›$226.9K
Cornell Pochily Investment Advisors, Inc.9,115
0.1% of portfolio›$225.4K
Princeton Global Asset Management LLC9,095
0.0% of portfolio›$224.9K
WealthBridge Capital Management, LLC8,633
0.0% of portfolio›$213.5K
Farnam Financial LLC8,600
0.2% of portfolio›$214.7K
Oliver Luxxe Assets LLC8,354
0.0% of portfolio›$206.6K
Foundry Financial Group, Inc.8,196
0.1% of portfolio›$202.7K
Farther Finance Advisors, LLC6,385
0.0% of portfolio›$157.9K
Hughes Financial Services, LLC3,485
0.0% of portfolio›$87.7K
American Capital Advisory, LLC2,219
0.0% of portfolio›$54.9K
Bullock Wealth Management Group2,038
0.0% of portfolio›$50.5K
Barrett & Company, Inc.1,810
0.0% of portfolio›$44.8K
Birch Financial Group, LLC1,642
0.0% of portfolio›$40.6K
Noble Wealth Management PBC1,100
0.0% of portfolio›$27.2K
Community Financial Services Group, LLC986
0.0% of portfolio›$24.4K
Root Financial Partners, LLC132
0.0% of portfolio›$3.3K
StyleTurnoverLocationFiled
US Bancorp \de\
455,471$11.3M0.0%IndexLowMinneapolis, MN2026-11-05
Lido Advisors, LLC
386,023$9.5M0.0%GrowthLowLos Angeles, CA2026-11-04
Novem Group
371,342$8.4M0.8%ETFMediumRochester, NY2026-10-19
Cliftonlarsonallen Wealth Advisors, LLC
331,319$8.2M0.1%ETFLowMinneapolis, MN2026-10-14
Kathmere Capital Management, LLC
272,064$6.7M0.3%ETFLowWayne, PA2026-10-20
Praetorian Wealth Management, Inc.
259,842$6.4M1.1%ETFVery LowCarmel, CA2026-10-16
Cyndeo Wealth Partners, LLC
193,513$4.8M0.2%CoreMediumSt. Petersburg, FL2026-10-16
Howland Capital Management LLC
159,795$4.0M0.1%CoreLowBoston, MA2026-10-22
Assetmark, Inc
129,743$3.2M0.0%ETFLowConcord, CA2026-10-21
Central Trust Co
123,365$3.1M0.1%CoreLowJefferson City, MO2026-11-05
Cypress Point Wealth Management, LLC
119,718$3.0M0.3%ETFLowDallas, TX2026-11-03
Commonwealth Equity Services, LLC
111,191$2.7M0.0%ETFLowWaltham, MA2026-11-02
Choreo, LLC
106,150$2.6M0.0%IndexLowRockford, IL2026-10-28
Parkway Wealth Management Group, LLC
94,196$2.3M0.3%ETFHighPlano, TX2026-10-20
Confluence Investment Management LLC
87,116$2.2M0.0%ValueMediumSt. Louis, MO2026-10-01
Kestra Advisory Services, LLC
86,546$2.1M0.0%CoreLowAustin, TX2026-11-02
Curbstone Financial Management Corp
78,120$1.9M0.3%CoreLowManchester, NH2026-10-21
Woodmont Investment Counsel LLC
76,669$1.9M0.1%GARPVery LowNashville, TN2026-10-29
Ellis Investment Partners, LLC
71,836$1.8M0.3%ETFLowBerwyn, PA2026-10-21
Members Wealth LLC
68,473$1.7M0.8%ETFLowMedia, PA2026-10-20
Rossmore Private Capital
65,379$1.6M0.1%CoreLowGlastonbury, CT2026-10-27
True Private Wealth Advisors
63,569$1.6M0.1%ETFMediumSalem, OR2026-10-19
Blue Square Asset Management, LLC
63,418$1.6M0.6%MomentumMediumNew York, NY2026-11-02
Brookstone Capital Management
61,983$1.5M0.0%ETFMediumWheaton, IL2026-10-22
RIA Advisory Group LLC
56,538$1.4M0.4%ETFHighSioux Falls, SD2026-10-15
GC Wealth Management RIA, LLC
54,219$1.3M0.1%GrowthMediumCambridge, MA2026-11-02
Evergreen Private Wealth LLC
51,932$1.3M0.5%CoreLowGreenwood Village, CO2026-10-30
Sentinel Pension Advisors, LLC
51,704$1.3M0.2%ETFLowWakefield, MA2026-11-02
Aspen Wealth Management LLC
48,103$1.2M0.2%ETFLowFort Worth, TX2026-10-14
Regions Financial Corp
44,949$1.1M0.0%CoreLowBirmingham, AL2026-11-05
Capital Investment Advisors, LLC
41,654$1.0M0.0%CoreLowAtlanta, GA2026-10-22
IFP Advisors, Inc
41,647$1.0M0.0%GrowthLowTampa, FL2026-10-16
Jacobi Capital Management LLC
37,128$918.2K0.0%CoreLowPittston, PA2026-11-05
Parallel Advisors, LLC
34,306$848.4K0.0%IndexLowSan Francisco, CA2026-11-03
Financial Advisory Corp
33,993$840.6K0.1%ETFVery LowGrand Rapids, MI2026-10-14
James Investment Research, Inc.
33,768$835.1K0.1%CoreLowAlpha, OH2026-10-22
Roof Eidam Maycock Peralta, LLC
33,100$818.6K0.2%ETFVery LowSan Francisco, CA2026-10-15
Phillips Financial Management, LLC
31,792$786.2K0.1%ETFVery LowFort Wayne, IN2026-10-19
Creative Planning
31,379$776.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Carnegie Investment Counsel
31,000$766.6K0.0%CoreLowPepper Pike, OH2026-10-20
Droms Strauss Advisors Inc
29,789$736.7K0.2%ETFLowSt. Louis, MO2026-11-03
Cambridge Investment Research Advisors, Inc.
29,483$7290.0%ETFLowFairfield, IA2026-11-02
Sonata Capital Group Inc
28,808$712.4K0.2%ETFVery LowSeattle, WA2026-10-19
Rossby Financial, LCC
23,548$582.3K0.1%ETFMediumMelbourne, FL2026-11-05
CFS Investment Advisory Services, LLC
23,143$573.1K0.0%ETFMediumTotowa, NJ2026-10-19
Great Diamond Partners, LLC
22,895$566.2K0.1%CoreMediumPortland, ME2026-10-13
FF Advisors,LLC
22,408$554.2K0.2%ETFLowManhattan Beach, CA2026-10-21
Strid Group, LLC
21,500$531.7K0.1%ETFLowNewtown Square, PA2026-10-28
Atwater Malick LLC
21,243$525.3K0.1%CoreLowLancaster, PA2026-10-15
Newman Dignan & Sheerar, Inc.
20,342$503.1K0.1%ETFLowProvidence, RI2026-10-21
Glenview Trust Co
19,019$470.3K0.0%GrowthVery LowLouisville, KY2026-10-28
Leo Wealth, LLC
17,233$426.2K0.1%CoreLowHurst, TX2026-10-26
Balefire, LLC
12,915$319.4K0.1%ETFMediumDallas, TX2026-10-09
First National Trust Co
12,168$300.9K0.0%GrowthLowJohnstown, PA2026-10-28
Compton Wealth Advisory Group, LLC
11,940$295.8K0.1%ETFVery LowVirginia Beach, VA2026-10-13
Trust Co
11,863$293.4K0.0%ETFVery LowManhattan, KS2026-10-09
Penobscot Investment Management Company, Inc.
11,550$285.6K0.0%GrowthLowBoston, MA2026-10-26
Park Avenue Securities LLC
11,516$2850.0%ETFMediumNew York, NY2026-10-26
Heritage Family Offices, LLP
11,117$274.9K0.1%GrowthHighScottsdale, AZ2026-11-02
Schmidt P J Investment Management Inc
10,940$270.5K0.0%GrowthVery LowCedarburg, WI2026-11-02
Bradley & Co. Private Wealth Management, LLC
10,818$267.5K0.1%CoreVery LowMiami, FL2026-10-23
Capital Asset Advisory Services LLC
10,664$267.6K0.0%ETFLowWilliamston, MI2026-10-30
Archford Capital Strategies, LLC
10,407$257.4K0.0%GrowthMediumSwansea, IL2026-10-19
Aspen Private Advisors, LLC
10,000$247.3K0.2%ETFN/ASioux Falls, SD2026-10-27
Avidian Wealth Enterprises, LLC
9,960$226.0K0.0%ETFLowHouston, TX2026-10-08
Klingman & Associates, LLC
9,923$245.4K0.0%ETFVery LowNew York, NY2026-10-20
Segment Wealth Management, LLC
9,720$240.4K0.0%CoreLowHouston, TX2026-10-26
Meridian Wealth Management, LLC
9,532$235.7K0.0%GrowthLowLexington, KY2026-11-05
Silverlake Wealth Management LLC
9,175$226.9K0.0%ETFLowWilliston, VT2026-10-21
Cornell Pochily Investment Advisors, Inc.
9,115$225.4K0.1%CoreLowIthaca, NY2026-10-19
Princeton Global Asset Management LLC
9,095$224.9K0.0%GrowthLowPrinceton, NJ2026-10-21
WealthBridge Capital Management, LLC
8,633$213.5K0.0%ETFLowWesterville, OH2026-10-16
Farnam Financial LLC
8,600$214.7K0.2%ETFLowPhoenix, AZ2026-10-21
Oliver Luxxe Assets LLC
8,354$206.6K0.0%ValueMediumGladstone, NJ2026-10-14
Foundry Financial Group, Inc.
8,196$202.7K0.1%ETFLowLaconia, NH2026-10-28
Farther Finance Advisors, LLC
6,385$157.9K0.0%IndexLowSan Francisco, CA2026-10-08
Hughes Financial Services, LLC
3,485$87.7K0.0%ETFLowHerndon, VA2026-10-30
American Capital Advisory, LLC
2,219$54.9K0.0%ETFLowKetchum, ID2026-10-28
Bullock Wealth Management Group
2,038$50.5K0.0%GrowthLowBloomington, IN2026-10-09
Barrett & Company, Inc.
1,810$44.8K0.0%ETFLowProvidence, RI2026-10-22
Birch Financial Group, LLC
1,642$40.6K0.0%CoreLowKeene, NH2026-10-27
Noble Wealth Management PBC
1,100$27.2K0.0%YieldMediumGreenwood Village, CO2026-10-01
Community Financial Services Group, LLC
986$24.4K0.0%GrowthLowNewport, VT2026-10-15
Root Financial Partners, LLC
132$3.3K0.0%ETFMediumEncinitas, CA2026-10-21