ISHARES IBONDS DEC 2029 TERM (IBDU) Institutional Shareholders
ISHARES IBONDS DEC 2029 TERM (IBDU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.01B in IBDU holdings during the latest filing period.
Shufro Rose & Co Llc is currently the largest disclosed institutional shareholder of IBDU tracked by InsiderSet, reporting ownership valued at approximately $200.76M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $197.47M, representing an estimated loss of -1.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 42% of the total disclosed IBDU value among the investors covered in this analysis. Major shareholders include Shufro Rose & Co Llc, Bank Of America Corp, Aptus Capital Advisors, Llc, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2029 TERM (IBDU).
This page ranks the largest institutional IBDU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
387
Total Reported Value
$3.01B
Largest Holder
Shufro Rose & Co Llc
Largest Position
$200.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Shufro Rose & Co Llc | 11.55% | 8,668,602 | $200,764,823 | $197,470,754 | -$3,294,069 | -1.64% | |
| Bank Of America Corp | 0.01% | 7,630,704 | $176,727,101 | $173,827,437 | -$2,899,664 | -1.64% | |
| Aptus Capital Advisors, Llc | 1.10% | 6,497,005 | $150,470,635 | $148,001,774 | -$2,468,861 | -1.64% | |
| Morgan Stanley | 0.01% | 6,487,553 | $150,251,738 | $147,786,457 | -$2,465,281 | -1.64% | |
| Mercer Global Advisors Inc | 0.17% | 5,791,658 | $134,134,814 | $131,933,969 | -$2,200,845 | -1.64% | |
| Capital Advisors Inc/Ok | 1.75% | 5,140,239 | $119,047,938 | $117,094,644 | -$1,953,294 | -1.64% | |
| Capital Investment Advisors, Llc | 1.23% | 4,035,738 | $93,467,688 | $91,934,112 | -$1,533,576 | -1.64% | |
| Ubs Group Ag | 0.01% | 3,887,671 | $90,038,460 | $88,561,145 | -$1,477,315 | -1.64% | |
| Raymond James Financial Inc | 0.02% | 3,599,661 | $83,368,150 | $82,000,278 | -$1,367,872 | -1.64% | |
| Hm Payson & Co | 0.96% | 3,142,337 | $72,776,540 | $71,582,437 | -$1,194,103 | -1.64% | |
| Lido Advisors, Llc | 0.24% | 2,852,951 | $66,074,366 | $64,990,224 | -$1,084,142 | -1.64% | |
| Lpl Financial Llc | 0.01% | 2,506,686 | $58,054,854 | $57,102,307 | -$952,547 | -1.64% | |
| Royal Bank Of Canada | 0.01% | 2,289,483 | $53,025,000 | $52,154,423 | -$870,577 | -1.64% | |
| Wells Fargo & Company/Mn | 0.01% | 2,220,273 | $51,421,514 | $50,577,819 | -$843,695 | -1.64% | |
| Summitry Llc | 1.54% | 2,022,397 | $46,838,713 | $46,070,204 | -$768,509 | -1.64% | |
| Sound View Wealth Advisors Group, Llc | 2.72% | 1,895,010 | $43,888,440 | $43,168,328 | -$720,112 | -1.64% | |
| Woodmont Investment Counsel Llc | 2.24% | 1,771,527 | $41,028,569 | $40,355,385 | -$673,184 | -1.64% | |
| Ameriprise Financial Inc | 0.01% | 1,629,388 | $37,736,243 | $37,117,459 | -$618,784 | -1.64% | |
| Klingman & Associates, Llc | 1.60% | 1,622,444 | $37,575,802 | $36,959,274 | -$616,528 | -1.64% | |
| Sigma Investment Counselors Inc | 1.76% | 1,561,416 | $36,162,401 | $35,569,056 | -$593,345 | -1.64% | |
| Gratus Wealth Advisors, Llc | 4.57% | 1,550,502 | $35,909,632 | $35,320,436 | -$589,196 | -1.64% | |
| Venture Visionary Partners Llc | 0.96% | 1,491,364 | $34,539,994 | $33,973,272 | -$566,722 | -1.64% | |
| Meiji Yasuda Life Insurance Co | 1.01% | 1,315,000 | $30,455,400 | $29,955,700 | -$499,700 | -1.64% | |
| Summit Financial, Llc | 0.31% | 1,229,949 | $28,485,615 | $28,018,238 | -$467,377 | -1.64% | |
| Kathmere Capital Management, Llc | 1.51% | 1,224,087 | $28,349,844 | $27,884,702 | -$465,142 | -1.64% | |
| Wealthcare Advisory Partners Llc | 0.54% | 1,223,806 | $28,343,341 | $27,878,301 | -$465,040 | -1.64% | |
| Rvw Wealth, Llc | 1.85% | 1,210,684 | $28,039,446 | $27,579,382 | -$460,064 | -1.64% | |
| Advisors Capital Management, Llc | 0.30% | 1,207,209 | $27,958,967 | $27,500,221 | -$458,746 | -1.64% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,182,596 | $27,388,927 | $26,939,537 | -$449,390 | -1.64% | |
| Seven Springs Wealth Group, Llc | 5.87% | 1,161,935 | $26,910,410 | $26,468,879 | -$441,531 | -1.64% | |
| Howland Capital Management Llc | 0.93% | 1,118,191 | $25,897,304 | $25,472,391 | -$424,913 | -1.64% | |
| Kestra Advisory Services, Llc | 0.07% | 937,764 | $21,718,612 | $21,362,264 | -$356,348 | -1.64% | |
| Mv Capital Management, Inc. | 1.81% | 880,836 | $20,400,159 | $20,065,444 | -$334,715 | -1.64% | |
| Summit Asset Management, Llc | 2.36% | 793,992 | $18,388,855 | $18,087,138 | -$301,717 | -1.64% | |
| Captrust Financial Advisors | 0.03% | 764,126 | $17,697,163 | $17,406,790 | -$290,373 | -1.64% | |
| Blackrock, Inc. | 0.00% | 740,823 | $17,157,461 | $16,875,948 | -$281,513 | -1.64% | |
| First National Trust Co | 0.56% | 715,822 | $16,578,437 | $16,306,425 | -$272,012 | -1.64% | |
| Us Bancorp \De\ | 0.02% | 715,219 | $16,564,472 | $16,292,689 | -$271,783 | -1.64% | |
| Arrow Financial Corp | 1.36% | 655,962 | $15,192,096 | $14,942,814 | -$249,282 | -1.64% | |
| Ironwood Financial, Llc | 2.29% | 636,737 | $14,651,314 | $14,504,869 | -$146,445 | -1.00% | |
| Stifel Financial Corp | 0.01% | 613,536 | $14,209,506 | $13,976,350 | -$233,156 | -1.64% | |
| Rockefeller Capital Management L.P. | 0.02% | 605,089 | $14,013,878 | $13,783,927 | -$229,951 | -1.64% | |
| Mesirow Financial Investment Management, Inc. | 0.22% | 599,061 | $13,874,255 | $13,646,610 | -$227,645 | -1.64% | |
| Windsor Capital Management, Llc | 3.39% | 562,587 | $13,029,526 | $12,815,732 | -$213,794 | -1.64% | |
| Robertson Stephens Wealth Management, Llc | 0.32% | 555,787 | $12,872,032 | $12,660,828 | -$211,204 | -1.64% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | 552,048 | $12,785,452 | $12,575,653 | -$209,799 | -1.64% | |
| Lyell Wealth Management, Lp | 0.78% | 546,943 | $12,667,200 | $12,459,362 | -$207,838 | -1.64% | |
| Probity Advisors, Inc. | 1.79% | 540,849 | $12,526,068 | $12,320,540 | -$205,528 | -1.64% | |
| Spinnaker Trust | 0.60% | 536,924 | $12,435,160 | $12,231,129 | -$204,031 | -1.64% | |
| Ruggaard & Associates Llc | 4.39% | 528,717 | $12,245,092 | $12,044,173 | -$200,919 | -1.64% |
Frequently asked questions about IBDU
Who owns the most IBDU stock?
The largest holders of IBDU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2029 TERM (IBDU).
Is IBDU widely held by superinvestors?
Many widely followed stocks like IBDU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBDU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.