IBDU Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2029 TERM (IBDU) is currently held by 395 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.07B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $198.08M, representing an estimated loss of -1.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 41% 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
395
Total Reported Value
$3.07B
Largest Holder
Shufro Rose & Co Llc
Largest Position
$200.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
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 | $198,077,556 | -$2,687,267 | -1.34% | |
| Bank Of America Corp | 0.01% | 7,630,704 | $176,727,101 | $174,361,586 | -$2,365,515 | -1.34% | |
| Aptus Capital Advisors, Llc | 1.10% | 6,497,005 | $150,470,635 | $148,456,564 | -$2,014,071 | -1.34% | |
| Morgan Stanley | 0.01% | 6,487,553 | $150,251,738 | $148,240,586 | -$2,011,152 | -1.34% | |
| Mercer Global Advisors Inc | 0.17% | 5,791,658 | $134,134,814 | $132,339,385 | -$1,795,429 | -1.34% | |
| Capital Advisors Inc/Ok | 1.75% | 5,140,239 | $119,047,938 | $117,454,461 | -$1,593,477 | -1.34% | |
| Capital Investment Advisors, Llc | 1.25% | 4,171,202 | $94,644,573 | $95,311,966 | +$667,393 | +0.71% | |
| Ubs Group Ag | 0.01% | 3,887,671 | $90,038,460 | $88,833,282 | -$1,205,178 | -1.34% | |
| Raymond James Financial Inc | 0.02% | 3,599,661 | $83,368,150 | $82,252,254 | -$1,115,896 | -1.34% | |
| Hm Payson & Co | 0.96% | 3,142,337 | $72,776,540 | $71,802,400 | -$974,140 | -1.34% | |
| Lido Advisors, Llc | 0.24% | 2,852,951 | $66,074,366 | $65,189,930 | -$884,436 | -1.34% | |
| Lpl Financial Llc | 0.01% | 2,506,686 | $58,054,854 | $57,277,775 | -$777,079 | -1.34% | |
| Royal Bank Of Canada | 0.01% | 2,289,483 | $53,025,000 | $52,314,687 | -$710,313 | -1.34% | |
| Wells Fargo & Company/Mn | 0.01% | 2,220,273 | $51,421,514 | $50,733,238 | -$688,276 | -1.34% | |
| Summitry Llc | 1.54% | 2,022,397 | $46,838,713 | $46,211,771 | -$626,942 | -1.34% | |
| Sound View Wealth Advisors Group, Llc | 2.72% | 1,895,010 | $43,888,440 | $43,300,979 | -$587,462 | -1.34% | |
| Woodmont Investment Counsel Llc | 2.19% | 1,818,170 | $41,254,282 | $41,545,185 | +$290,903 | +0.71% | |
| Klingman & Associates, Llc | 1.65% | 1,746,723 | $39,633,144 | $39,912,621 | +$279,477 | +0.71% | |
| Ameriprise Financial Inc | 0.01% | 1,629,388 | $37,736,243 | $37,231,516 | -$504,727 | -1.34% | |
| Venture Visionary Partners Llc | 0.96% | 1,620,932 | $36,778,963 | $37,038,296 | +$259,333 | +0.71% | |
| Sigma Investment Counselors Inc | 1.67% | 1,576,944 | $35,780,862 | $36,033,170 | +$252,308 | +0.71% | |
| Gratus Wealth Advisors, Llc | 4.50% | 1,552,470 | $35,225,541 | $35,473,940 | +$248,399 | +0.71% | |
| Wealthcare Advisory Partners Llc | 0.58% | 1,519,966 | $34,488,025 | $34,731,223 | +$243,198 | +0.71% | |
| Meiji Yasuda Life Insurance Co | 1.01% | 1,315,000 | $30,455,400 | $30,047,750 | -$407,650 | -1.34% | |
| Kathmere Capital Management, Llc | 1.46% | 1,323,258 | $30,024,733 | $30,236,445 | +$211,712 | +0.71% | |
| Howland Capital Management Llc | 1.04% | 1,313,970 | $29,813,980 | $30,024,215 | +$210,235 | +0.71% | |
| Summit Financial, Llc | 0.31% | 1,229,949 | $28,485,615 | $28,104,335 | -$381,280 | -1.34% | |
| Rvw Wealth, Llc | 1.81% | 1,239,851 | $28,132,218 | $28,330,595 | +$198,377 | +0.71% | |
| Advisors Capital Management, Llc | 0.30% | 1,207,209 | $27,958,967 | $27,584,726 | -$374,241 | -1.34% | |
| Commonwealth Equity Services, Llc | 0.03% | 1,182,596 | $27,388,927 | $27,022,319 | -$366,608 | -1.34% | |
| Seven Springs Wealth Group, Llc | 5.87% | 1,161,935 | $26,910,410 | $26,550,215 | -$360,195 | -1.34% | |
| Kestra Advisory Services, Llc | 0.07% | 937,764 | $21,718,612 | $21,427,907 | -$290,705 | -1.34% | |
| Mv Capital Management, Inc. | 1.83% | 888,967 | $20,170,660 | $20,312,896 | +$142,236 | +0.71% | |
| Summit Asset Management, Llc | 2.36% | 793,992 | $18,388,855 | $18,142,717 | -$246,138 | -1.34% | |
| Captrust Financial Advisors | 0.03% | 764,126 | $17,697,163 | $17,460,279 | -$236,884 | -1.34% | |
| Blackrock, Inc. | 0.00% | 740,823 | $17,157,461 | $16,927,806 | -$229,655 | -1.34% | |
| Us Bancorp \De\ | 0.02% | 715,219 | $16,564,472 | $16,342,754 | -$221,718 | -1.34% | |
| Ironwood Financial, Llc | 2.44% | 693,063 | $15,725,597 | $15,836,490 | +$110,893 | +0.71% | |
| First National Trust Co | 0.54% | 688,728 | $15,627,238 | $15,737,435 | +$110,197 | +0.71% | |
| Arrow Financial Corp | 1.35% | 652,334 | $14,801,467 | $14,905,832 | +$104,365 | +0.71% | |
| Stifel Financial Corp | 0.01% | 613,536 | $14,209,506 | $14,019,298 | -$190,208 | -1.34% | |
| Rockefeller Capital Management L.P. | 0.02% | 605,089 | $14,013,878 | $13,826,284 | -$187,594 | -1.34% | |
| Mesirow Financial Investment Management, Inc. | 0.22% | 599,061 | $13,874,255 | $13,688,544 | -$185,711 | -1.34% | |
| Windsor Capital Management, Llc | 3.52% | 603,794 | $13,700,078 | $13,796,693 | +$96,615 | +0.71% | |
| Probity Advisors, Inc. | 1.89% | 583,594 | $13,241,748 | $13,335,123 | +$93,375 | +0.71% | |
| Robertson Stephens Wealth Management, Llc | 0.32% | 575,400 | $13,055,830 | $13,147,890 | +$92,060 | +0.71% | |
| Lyell Wealth Management, Lp | 0.77% | 574,063 | $13,025,489 | $13,117,340 | +$91,851 | +0.71% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.48% | 552,048 | $12,785,452 | $12,614,297 | -$171,155 | -1.34% | |
| Spinnaker Trust | 0.60% | 536,924 | $12,435,160 | $12,268,713 | -$166,447 | -1.34% | |
| Glenview Trust Co | 0.17% | 543,200 | $12,325,208 | $12,412,120 | +$86,912 | +0.71% |
Frequently asked questions about IBDU
Who are the largest institutional holders of IBDU?
The largest institutional holders of IBDU reported in the latest SEC Form 13F filings include Shufro Rose & Co Llc, Bank Of America Corp, Aptus Capital Advisors, Llc, Morgan Stanley, and Mercer Global Advisors Inc. InsiderSet ranks institutional holders by their latest reported IBDU position.
What is IBDU institutional ownership?
This page tracks IBDU positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2029 TERM (IBDU) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBDU?
InsiderSet currently tracks 395 institutional managers reporting IBDU holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBDU shareholders.
How much IBDU stock do institutions own?
Institutional investment managers disclosed approximately $3.07B in IBDU holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBDU institutional ownership last updated?
The latest IBDU institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBDU holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBDU position after the reporting date.
Are institutions buying or selling IBDU?
Institutional buying and selling can be analyzed by comparing IBDU positions across consecutive 13F reporting periods. InsiderSet's IBDU Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBDU ownership changes.
How has IBDU institutional ownership changed over time?
InsiderSet tracks IBDU institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.