Who owns ISHARES IBONDS DEC 2029 MUNI ETF?

Tip: Access positions for across all investors

Analyze quarterly positions in Ishares Ibonds Dec 2029 Muni Etf with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Ishares Ibonds Dec 2029 Muni Etf stock

Who bought or sold ISHARES IBONDS DEC 2029 MUNI ETF this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Mercer Global Advisors 2.1M $53M 155% Dec 2025
 View chart
Hartland & Co 952k $24M 6% Dec 2025
 View chart
HighTower Advisors 746k $19M 5% Dec 2025
 View chart
LBMC Investment Advisors 419k $11M 61% Dec 2025
 View chart
Wells Fargo & Company 391k $10M 20% Dec 2025
 View chart
Us Bancorp 385k $9.8M 15% Dec 2025
 View chart
Vishria Bird Financial Group 383k $9.8M 2279% Sep 2025
 View chart
UBS Group 299k $7.6M -5% Dec 2025
 View chart
Kathmere Capital Management 280k $7.1M 0% Dec 2025
 View chart
Covington Investment Advisors 239k $6.1M 100% Dec 2025
 View chart
Raymond James Financial 238k $6.1M 13% Dec 2025
 View chart
Praetorian Wealth Management 206k $5.2M 17% Dec 2025
 View chart
LPL Financial 195k $4.9M 10% Dec 2025
 View chart
Pamela Horwath 168k $4.3M 36% Dec 2025
 View chart
Stifel Financial 164k $4.2M 25% Dec 2025
 View chart
CliftonLarsonAllen Wealth Advisors 154k $3.9M 15% Dec 2025
 View chart
Summit Financial 154k $3.9M 1% Dec 2025
 View chart
Central Trust & Investment 144k $3.7M 12% Dec 2025
 View chart
Fulton Breakefield Broenniman d/b/a FBB Capital Partners 130k $3.0M 100% Dec 2025
 View chart
Coldstream Capital Management 127k $3.2M 13% Dec 2025
 View chart
Cypress Point Wealth Management 120k $3.0M 0% Dec 2025
 View chart
United Capital Financial Advisers 113k $2.9M 15% Sep 2025
 View chart
Lido Advisors 107k $2.7M 20% Dec 2025
 View chart
Integrated Wealth Concepts 104k $2.6M 153% Dec 2025
 View chart
Woodmont Investment Counsel 101k $2.6M -6% Dec 2025
 View chart
Northwestern Mutual Wealth Management Company 101k $2.6M 23% Dec 2025
 View chart
Parkway Wealth Management Group 92k $2.3M 100% Dec 2025
 View chart
Leavell Investment Management 88k $2.2M 124% Dec 2025
 View chart
Goss Wealth Management 86k $2.2M 2% Dec 2025
 View chart
Confluence Investment Management 81k $2.1M 10% Dec 2025
 View chart
Sound View Wealth Advisors Group 74k $1.9M 9% Dec 2025
 View chart
Benjamin Edwards 73k $1.9M 37% Dec 2025
 View chart
Ellis Investment Partners 70k $1.8M 100% Dec 2025
 View chart
Union Bankshares 67k $1.7M 18% Dec 2025
 View chart
Kestra Advisory Services 67k $1.7M 30% Dec 2025
 View chart
Assetmark 66k $1.7M 46% Dec 2025
 View chart
ValMark Advisers 66k $1.7M 139% Dec 2025
 View chart
Jane Street 64k $1.6M 100% Dec 2025
 View chart
Granite Harbor Advisors 61k $1.6M 46% Dec 2025
 View chart
Curbstone Financial Management 60k $1.5M 87% Dec 2025
 View chart
FF Advisors 56k $1.4M 80% Dec 2025
 View chart
Commonwealth Equity Services 53k $1.4M -7% Dec 2025
 View chart
Hills Bank And Trust Company 52k $1.3M -58% Dec 2025
 View chart
RIA Advisory Group 52k $1.3M 100% Dec 2025
 View chart
Sentinel Pension Advisors 51k $1.3M 1% Dec 2025
 View chart
PSI Advisors 51k $1.3M 100% Dec 2025
 View chart
Envision Financial Planning 46k $1.2M -1% Dec 2025
 View chart
Spinnaker Trust 45k $1.2M 72% Dec 2025
 View chart
Capital Investment Advisors 45k $1.1M 1% Dec 2025
 View chart
Helen Stephens Group 43k $1.1M 23% Dec 2025
 View chart
Catalytic Wealth RIA 43k $1.1M 20% Dec 2025
 View chart
Cyndeo Wealth Partners 42k $1.1M 100% Dec 2025
 View chart
Rossmore Private Capital 39k $985k 289% Dec 2025
 View chart
Advisor Group Holdings 39k $979k 13% Dec 2025
 View chart
TRUE Private Wealth Advisors 36k $927k 100% Dec 2025
 View chart
James Investment Research 33k $849k -2% Dec 2025
 View chart
Roof Eidam & Maycock 33k $842k 0% Dec 2025
 View chart
Brookstone Capital Management 33k $837k 37% Dec 2025
 View chart
Mariner Wealth Advisors 32k $819k 0% Dec 2025
 View chart
Cetera Investment Advisers 32k $814k 13% Dec 2025
 View chart
Phillips Financial Management 32k $809k 0% Dec 2025
 View chart
Signature Wealth Management Group 32k $808k 1% Dec 2025
 View chart
Resources Investment Advisors 32k $808k 100% Dec 2025
 View chart
Godshalk Welsh Capital Management 31k $796k 32% Dec 2025
 View chart
Snowden Capital Advisors 31k $788k 0% Dec 2025
 View chart
Blue Square Asset Management 31k $776k 100% Dec 2025
 View chart
Financial Advisory Corp 31k $774k 100% Dec 2025
 View chart
Elequin Capital 30k $773k 3% Dec 2025
 View chart
Rockefeller Capital Management 30k $755k -12% Dec 2025
 View chart
Beacon Pointe Advisors 29k $738k -6% Dec 2025
 View chart
CFS Investment Advisory Services 29k $735k 20% Dec 2025
 View chart
Cambridge Investment Research Advisors 27k $683k 0% Dec 2025
 View chart
Green Harvest Asset Management 25k $635k -2% Dec 2025
 View chart
IFP Advisors 25k $633k 18% Dec 2025
 View chart
CWM 23k $591k 1063% Dec 2025
 View chart
Parallel Advisors 23k $589k 14% Dec 2025
 View chart
Newman Dignan & Sheerar 22k $568k 0% Dec 2025
 View chart
PFG Private Wealth Management 21k $525k 100% Dec 2025
 View chart
Prime Capital Investment Advisors 21k $521k 4% Dec 2025
 View chart
10Elms 20k $519k 0% Dec 2025
 View chart
Creative Planning 20k $502k 0% Dec 2025
 View chart
Smith, Moore & Co. 19k $471k 1% Dec 2025
 View chart
Members Wealth 18k $467k 0% Dec 2025
 View chart
Crews Bank & Trust 18k $461k 2% Dec 2025
 View chart
Paradigm, Strategies in Wealth Management 18k $446k 12% Dec 2025
 View chart
Leo Wealth 16k $395k 1% Dec 2025
 View chart
Klingman & Associates 15k $386k -29% Dec 2025
 View chart
Financial Engines Advisors L.L.C 15k $383k 7% Dec 2025
 View chart
Trust 14k $351k 0% Dec 2025
 View chart
Archford Capital Strategies 13k $325k -7% Dec 2025
 View chart
Atwater Malick 13k $325k 100% Dec 2025
 View chart
Goldman Sachs Group 13k $324k 100% Dec 2025
 View chart
Private Advisor 13k $319k 0% Dec 2025
 View chart
Freestone Capital Holdings 12k $298k 0% Dec 2025
 View chart
Park Avenue Securities 12k $293k 0% Dec 2025
 View chart
Royal Bank of Canada 11k $285k 68% Sep 2025
 View chart
EP Wealth Advisors 10k $255k 0% Dec 2025
 View chart
Segment Wealth Management 9.7k $247k 0% Dec 2025
 View chart
Cornell Pochily Investment Advisors 8.9k $226k 0% Dec 2025
 View chart
Cary Street Partners Financial 8.7k $221k 0% Dec 2025
 View chart
Daviman Financial 8.6k $220k 100% Dec 2025
 View chart
Glenview Trust 8.6k $219k 0% Dec 2025
 View chart
Penobscot Investment Management Company 8.3k $211k 0% Dec 2025
 View chart
Honkamp Krueger Financial Services 8.0k $203k 0% Dec 2025
 View chart
Massmutual Trust 6.1k $156k -20% Dec 2025
 View chart
Steward Partners Investment Advisory 3.0k $78k 0% Dec 2025
 View chart
Harbour Investments 2.6k $67k 1% Dec 2025
 View chart
Glen Eagle Advisors 2.3k $57k 0% Dec 2025
 View chart
American Capital Advisory 2.2k $56k 0% Dec 2025
 View chart
Noble Wealth Management PBC 2.0k $51k 0% Dec 2025
 View chart
Barrett & Company 1.8k $46k 0% Dec 2025
 View chart
Jones Financial Companies, L.L 1.6k $41k 3296% Dec 2025
 View chart
Princeton Global Asset Management 1.2k $31k 9% Dec 2025
 View chart
Addison Advisors 1.0k $26k 0% Dec 2025
 View chart
Stephens Consulting 316.00 $8.0k 0% Dec 2025
 View chart
BlackRock 151.00 $3.8k 0% Dec 2025
 View chart
Sound Income Strategies 44.00 $1.1k 100% Dec 2025
 View chart
AE Wealth Management 38.00 $966.001800 100% Dec 2025
 View chart

Who sold out of Ishares Ibonds Dec 2029 Muni Etf?

Fund or Company Name Date Sold Shares Held Valued At
Spreng Capital Management Sep 2025 261k $6.1M
Envestnet Asset Management Sep 2025 122k $3.1M
Quantum Financial Advisors Sep 2025 121k $3.1M
CLS Investments Sep 2025 43k $1.1M
Flow Traders US Sep 2025 23k $590k
Susquehanna International Sep 2025 11k $279k
Meridian Wealth Management Sep 2025 10k $263k
OneAscent Financial Services Sep 2025 9.6k $246k
Droms Strauss Advisors Sep 2025 8.2k $211k
Global Retirement Partners Sep 2025 1.7k $44k
Hanson McClain Advisors Sep 2025 829.00 $21k