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

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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 1.7M $44M 1% Jun 2026
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Bank of America Corporation 1.7M $43M 11% Jun 2026
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Hartland & Co 1.0M $26M 3% Jun 2026
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HighTower Advisors 737k $19M 0% Jun 2026
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LBMC Investment Advisors 520k $13M 7% Jun 2026
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Wells Fargo & Company 439k $11M 4% Jun 2026
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Us Bancorp 424k $11M 100% Jun 2026
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Paradiem 396k $10M 0% Jun 2026
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Novem Group 371k $8.4M 100% Sep 2026
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Lido Advisors 339k $8.6M -3% Jun 2026
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CliftonLarsonAllen Wealth Advisors 331k $8.2M 32% Sep 2026
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Covington Investment Advisors 320k $8.1M 12% Jun 2026
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LPL Financial 281k $7.1M 14% Jun 2026
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Kathmere Capital Management 272k $6.7M -22% Sep 2026
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Raymond James Financial 266k $6.8M 4% Jun 2026
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Envestnet Asset Management 263k $6.7M 48% Jun 2026
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Praetorian Wealth Management 260k $6.4M 3% Sep 2026
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UBS Group 233k $5.9M 4% Jun 2026
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Cyndeo Wealth Partners 194k $4.8M 10% Sep 2026
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United Capital Financial Advisers 186k $4.7M 10% Jun 2026
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Stifel Financial 171k $4.3M -1% Jun 2026
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Kesler, Norman & Wride 166k $3.8M 100% Jun 2026
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Pamela Horwath 160k $4.0M 18% Sep 2026
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Littlejohn Financial Services 143k $3.3M 100% Jun 2026
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Coldstream Capital Management 136k $3.4M 1% Jun 2026
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Central Trust & Investment 132k $3.3M -6% Jun 2026
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Assetmark 130k $3.2M -3% Sep 2026
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Cypress Point Wealth Management 120k $3.0M 100% Jun 2026
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Integrated Wealth Concepts 115k $2.9M 0% Jun 2026
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Royal Bank of Canada 113k $2.9M 1% Jun 2026
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Rsm Us Wealth Management 106k $2.6M 100% Sep 2026
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Summit Financial 100k $2.5M -19% Jun 2026
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Northwestern Mutual Wealth Management Company 96k $2.4M 8% Jun 2026
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Parkway Wealth Management Group 94k $2.3M -6% Sep 2026
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Leavell Investment Management 93k $2.4M 4% Jun 2026
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Commonwealth Equity Services 88k $2.2M -2% Jun 2026
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Confluence Investment Management 87k $2.2M 0% Sep 2026
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Kestra Advisory Services 85k $2.2M 6% Jun 2026
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Cetera Investment Advisers 83k $2.1M 0% Jun 2026
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ValMark Advisers 83k $2.1M 16% Jun 2026
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Benjamin Edwards 79k $2.0M 3% Jun 2026
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Curbstone Financial Management 78k $1.9M 18% Sep 2026
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Sound View Wealth Advisors Group 78k $2.0M 0% Jun 2026
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Woodmont Investment Counsel 77k $1.9M -6% Sep 2026
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Mml Investors Services 76k $1.9M 100% Jun 2026
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Spinnaker Trust 75k $1.9M 22% Jun 2026
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Union Bankshares 73k $1.9M 6% Jun 2026
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Hills Bank And Trust Company 72k $1.8M 32% Jun 2026
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Ellis Investment Partners 72k $1.8M -1% Sep 2026
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Granite Harbor Advisors 70k $1.8M 15% Jun 2026
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Members Wealth 69k $1.7M 55% Sep 2026
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Rossmore Private Capital 65k $1.6M 38% Sep 2026
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Goss Wealth Management 64k $1.6M -8% Jun 2026
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TRUE Private Wealth Advisors 64k $1.6M 0% Sep 2026
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Blue Square Asset Management 63k $1.6M 0% Jun 2026
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Brookstone Capital Management 62k $1.5M 7% Sep 2026
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RIA Advisory Group 57k $1.4M -18% Sep 2026
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Sentinel Pension Advisors 52k $1.3M 1% Jun 2026
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Godshalk Welsh Capital Management 49k $1.2M 5% Jun 2026
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Helen Stephens Group 48k $1.2M 62% Sep 2026
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Catalytic Wealth RIA 47k $1.2M 2% Jun 2026
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Elequin Capital 46k $1.2M 100% Jun 2026
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Advisor Group Holdings 45k $1.1M 8% Jun 2026
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Envision Financial Planning 44k $1.1M 0% Jun 2026
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Beacon Pointe Advisors 43k $1.1M 1% Jun 2026
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Capital Investment Advisors 42k $1.0M -1% Sep 2026
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IFP Advisors 42k $1.0M 26% Sep 2026
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Jacobi Capital Management 37k $943k 100% Jun 2026
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10Elms 35k $879k 33% Jun 2026
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Financial Advisory Corp 34k $841k 30% Sep 2026
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James Investment Research 34k $835k 1% Sep 2026
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Roof Eidam & Maycock 33k $819k 0% Sep 2026
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Rockefeller Capital Management 33k $831k -15% Jun 2026
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Phillips Financial Management 32k $786k 0% Sep 2026
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Carnegie Capital Asset Management 31k $767k 94% Sep 2026
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Snowden Capital Advisors 31k $787k 0% Jun 2026
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Sonata Capital 29k $712k 46% Sep 2026
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Parallel Advisors 28k $717k 3% Jun 2026
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Cambridge Investment Research Advisors 28k $707k 7% Jun 2026
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Citadel Advisors 27k $674k 100% Jun 2026
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Creative Planning 26k $670k -19% Jun 2026
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Resources Investment Advisors 26k $655k -7% Jun 2026
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OneAscent Financial Services 23k $592k 100% Jun 2026
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Smith, Moore & Co. 23k $590k 10% Jun 2026
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CFS Investment Advisory Services 23k $573k 0% Sep 2026
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Great Diamond Partners 23k $566k 100% Sep 2026
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Modern Wealth Management 23k $574k 100% Jun 2026
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FF Advisors 22k $554k -47% Sep 2026
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Strid 22k $532k 0% Sep 2026
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Atwater Malick 21k $525k 10% Sep 2026
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Newman Dignan & Sheerar 20k $503k 0% Sep 2026
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Sovereign Financial Group 20k $499k 0% Jun 2026
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Droms Strauss Advisors 19k $485k 100% Jun 2026
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Glenview Trust 19k $470k 0% Sep 2026
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Crews Bank & Trust 18k $460k 0% Jun 2026
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Leo Wealth 17k $426k 1% Sep 2026
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PSI Advisors 14k $350k -42% Jun 2026
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Captrust Financial Advisors 14k $345k 100% Jun 2026
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Financial Engines Advisors L.L.C 14k $343k -2% Jun 2026
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Klingman & Associates 14k $343k -10% Jun 2026
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Wick Capital Partners 13k $341k 100% Jun 2026
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Regions Bank 13k $337k 100% Jun 2026
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VisionPoint Advisory Group 13k $319k 100% Sep 2026
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Jones Financial Companies, L.L 13k $324k 131% Jun 2026
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First National Trust Company 12k $301k 39% Sep 2026
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EP Wealth Advisors 12k $306k 20% Jun 2026
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Compton Wealth Advisory Group 12k $296k 100% Sep 2026
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Trust 12k $293k 0% Sep 2026
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Freestone Capital Holdings 12k $297k 0% Jun 2026
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Penobscot Investment Management Company 12k $286k 9% Sep 2026
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Park Avenue Securities 12k $285k 0% Sep 2026
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Heritage Family Offices 11k $282k 100% Jun 2026
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P.J. Schmidt Investment Management 11k $278k 0% Jun 2026
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Archford Capital Strategies 10k $257k 0% Sep 2026
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Aspen Private Advisors 10k $247k 100% Sep 2026
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Streettalk Advisors 10k $226k 100% Sep 2026
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Green Harvest Asset Management 9.9k $250k -58% Jun 2026
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Daviman Financial 9.7k $247k -3% Jun 2026
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Segment Wealth Management 9.7k $240k 0% Sep 2026
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Silverlake Wealth Management 9.2k $227k -68% Sep 2026
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Cornell Pochily Investment Advisors 9.1k $225k 0% Sep 2026
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Princeton Global Asset Management 9.1k $225k 77% Sep 2026
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Cary Street Partners Financial 8.7k $221k 0% Jun 2026
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WealthBridge Capital Management 8.6k $214k -2% Sep 2026
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Farnam Financial 8.6k $215k 100% Sep 2026
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HORAN Wealth 8.6k $217k 0% Jun 2026
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Oliver Luxxe Assets 8.4k $207k 100% Sep 2026
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Foundry Financial Group 8.2k $203k -13% Sep 2026
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Honkamp Krueger Financial Services 8.0k $203k 0% Jun 2026
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Quantinno Capital Management 7.9k $201k -32% Jun 2026
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Farther Finance Advisors 6.4k $158k 100% Sep 2026
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FMR 4.2k $108k 3187% Jun 2026
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IFG Advisory 4.0k $102k 100% Jun 2026
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Addison Advisors 3.4k $86k 238% Jun 2026
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MidFirst Bank 3.1k $79k 210% Jun 2026
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Steward Partners Investment Advisory 3.0k $77k 0% Jun 2026
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Harbour Investments 2.7k $68k 1% Jun 2026
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Global Retirement Partners 2.5k $64k 100% Jun 2026
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Glen Eagle Advisors 2.3k $57k 0% Jun 2026
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American Capital Advisory 2.2k $55k 0% Sep 2026
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Bullock Wealth Management Group 2.0k $51k 1% Sep 2026
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Barrett & Company 1.8k $45k 0% Sep 2026
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Birch Financial Group 1.6k $41k 100% Sep 2026
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Archer Investment Corp 1.1k $29k 100% Jun 2026
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Noble Wealth Management PBC 1.1k $27k 0% Sep 2026
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Community Fin'l Svs 986.00 $24k 0% Sep 2026
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AlphaCore Capital 870.00 $20k 100% Jun 2026
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Hughes Financial Services 720.00 $18k 100% Jun 2026
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BlackRock 151.00 $3.8k 0% Jun 2026
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Who sold out of Ishares Ibonds Dec 2029 Muni Etf?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Mar 2026 76k $1.9M
Mariner Wealth Advisors Mar 2026 32k $816k
Paradigm, Strategies in Wealth Management Jun 2026 20k $512k
Private Advisor Mar 2026 13k $318k
Pacific Excel Wealth Advisors Jun 2026 11k $282k
WJ Wealth Management Mar 2026 11k $279k
Dynamic Advisors Solutions Jun 2026 8.3k $212k
Prime Capital Investment Advisors Jun 2026 8.0k $204k
TPG Advisors Jun 2026 8.0k $203k
Hanson McClain Advisors Mar 2026 829.00 $21k