Who owns ISHARES IBONDS DEC 2029 MUNI ETF?

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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 10% Jun 2026
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Paradiem 396k $10M 0% Jun 2026
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Kathmere Capital Management 347k $8.8M 27% Jun 2026
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Lido Advisors 339k $8.6M -3% Jun 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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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 253k $6.4M 2% Jun 2026
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CliftonLarsonAllen Wealth Advisors 251k $6.4M 13% Jun 2026
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UBS Group 233k $5.9M 4% Jun 2026
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United Capital Financial Advisers 186k $4.7M 10% Jun 2026
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Morgan Stanley 183k $4.6M 34% Mar 2026
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Cyndeo Wealth Partners 176k $4.5M 9% 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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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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Pamela Horwath 135k $3.4M -21% Jun 2026
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Assetmark 133k $3.4M 49% Jun 2026
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Central Trust & Investment 132k $3.3M -6% Jun 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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Parkway Wealth Management Group 101k $2.6M 3% Jun 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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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 88k $2.2M 1% Jun 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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Woodmont Investment Counsel 81k $2.1M -19% Jun 2026
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Benjamin Edwards 79k $2.0M 3% Jun 2026
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Sound View Wealth Advisors Group 78k $2.0M 0% Jun 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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Ellis Investment Partners 73k $1.8M 0% Jun 2026
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Hills Bank And Trust Company 72k $1.8M 32% Jun 2026
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Granite Harbor Advisors 70k $1.8M 15% Jun 2026
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RIA Advisory Group 69k $1.7M 30% Jun 2026
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Curbstone Financial Management 66k $1.7M 0% Jun 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 58% Jun 2026
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Blue Square Asset Management 63k $1.6M 0% Jun 2026
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Brookstone Capital Management 58k $1.5M 53% Jun 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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Rossmore Private Capital 47k $1.2M 1% Jun 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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Members Wealth 44k $1.1M 76% Jun 2026
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Beacon Pointe Advisors 43k $1.1M 1% Jun 2026
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FF Advisors 43k $1.1M -12% Jun 2026
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Capital Investment Advisors 42k $1.1M 0% Jun 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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James Investment Research 33k $847k 0% Jun 2026
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Roof Eidam & Maycock 33k $840k 0% Jun 2026
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IFP Advisors 33k $840k 23% Jun 2026
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Rockefeller Capital Management 33k $831k -15% Jun 2026
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Phillips Financial Management 32k $807k 0% Jun 2026
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CWM 31k $787k 34% Mar 2026
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Snowden Capital Advisors 31k $787k 0% Jun 2026
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Helen Stephens Group 30k $756k -31% Jun 2026
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Silverlake Wealth Management 29k $734k 15% Jun 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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Signature Wealth Management Group 28k $697k -13% Mar 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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Financial Advisory Corp 26k $662k -14% 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 $587k -15% Jun 2026
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Modern Wealth Management 23k $574k 100% Jun 2026
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Strid 22k $546k 0% Jun 2026
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Newman Dignan & Sheerar 20k $517k 0% Jun 2026
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Paradigm, Strategies in Wealth Management 20k $512k 12% Jun 2026
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Sonata Capital 20k $500k 0% Jun 2026
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Sovereign Financial Group 20k $499k 0% Jun 2026
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Atwater Malick 19k $489k 10% Jun 2026
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Droms Strauss Advisors 19k $485k 100% Jun 2026
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Glenview Trust 19k $483k 23% Jun 2026
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Crews Bank & Trust 18k $460k 0% Jun 2026
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Leo Wealth 17k $433k 10% Mar 2026
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Carnegie Capital Asset Management 16k $406k 100% Jun 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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Jones Financial Companies, L.L 13k $324k 131% Jun 2026
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EP Wealth Advisors 12k $306k 20% Jun 2026
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Trust 12k $301k 0% Jun 2026
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Freestone Capital Holdings 12k $297k 0% Jun 2026
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Park Avenue Securities 12k $292k 0% Jun 2026
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Pacific Excel Wealth Advisors 11k $282k 100% Jun 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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Penobscot Investment Management Company 11k $268k 0% Jun 2026
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Archford Capital Strategies 10k $264k -22% Jun 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 $247k 0% Jun 2026
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Foundry Financial Group 9.4k $239k 100% Jun 2026
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Cornell Pochily Investment Advisors 9.1k $231k -2% Jun 2026
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WealthBridge Capital Management 8.8k $223k 7% Jun 2026
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First National Trust Company 8.8k $222k 100% Jun 2026
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Cary Street Partners Financial 8.7k $221k 0% Jun 2026
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HORAN Wealth 8.6k $217k 0% Jun 2026
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Dynamic Advisors Solutions 8.3k $212k 100% Jun 2026
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Prime Capital Investment Advisors 8.0k $204k -60% Jun 2026
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TPG Advisors 8.0k $203k 100% Jun 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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Princeton Global Asset Management 5.1k $131k 329% Jun 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 $56k 0% Jun 2026
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Bullock Wealth Management Group 2.0k $51k 0% Mar 2026
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Barrett & Company 1.8k $46k 0% Jun 2026
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Archer Investment Corp 1.1k $29k 100% Jun 2026
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Noble Wealth Management PBC 1.1k $28k -45% Jun 2026
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Community Fin'l Svs 986.00 $25k 100% Jun 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
Matthew Goff Investment Advisor Mar 2026 124k $2.9M
Moulton Wealth Management Mar 2026 96k $2.1M
Jane Street Mar 2026 76k $1.9M
Mariner Wealth Advisors Mar 2026 32k $816k
Private Advisor Mar 2026 13k $318k
Wolfstich Capital Mar 2026 12k $279k
WJ Wealth Management Mar 2026 11k $279k
Hanson McClain Advisors Mar 2026 829.00 $21k