Who owns Ishares Ibonds Dec 2029 Term T?

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

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Top investors of Ishares Ibonds Dec 2029 Term T stock

Who bought or sold Ishares Ibonds Dec 2029 Term T this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
TRUE Private Wealth Advisors 2.0M $43M 1% Sep 2025
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Wells Fargo & Company 1.5M $33M -1% Sep 2025
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Mercer Global Advisors 1.0M $23M 75% Sep 2025
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Raymond James Financial 971k $21M -5% Sep 2025
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Hengehold Capital Management 963k $21M 5% Sep 2025
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UBS Group 948k $21M 3% Sep 2025
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Atwood & Palmer 905k $20M 0% Sep 2025
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Stifel Financial 903k $20M 10% Sep 2025
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Envestnet Asset Management 830k $18M -15% Sep 2025
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United Capital Financial Advisers 805k $18M 66% Sep 2025
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Journey Advisory Group 746k $16M 4% Sep 2025
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Benjamin Edwards 708k $16M 7% Sep 2025
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Vista Private Wealth Partners 690k $15M 0% Sep 2025
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Commonwealth Equity Services 614k $14M -5% Sep 2025
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Confluence Investment Management 521k $11M -2% Sep 2025
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MKT Advisors 477k $11M 3% Sep 2025
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Wealth Management Strategies 473k $10M 59% Sep 2025
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Legacy Private Trust 433k $9.5M 5% Sep 2025
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Waycross Investment Management 421k $9.2M -8% Sep 2025
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Eight 31 Financial 412k $9.0M 16% Sep 2025
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Probity Advisors 411k $9.0M 4% Sep 2025
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Goss Wealth Management 386k $8.5M 714% Sep 2025
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Shelton Wealth Management 373k $8.2M 7% Sep 2025
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Morgan Stanley 366k $8.0M 100% Jun 2025
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Cetera Investment Advisers 353k $7.7M 1% Sep 2025
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LPL Financial 346k $7.6M 3% Sep 2025
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D.A. Davidson & Co. 317k $7.0M 6% Sep 2025
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Robertson Stephens Wealth Management 305k $6.7M 3% Sep 2025
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Fagan Associates 295k $6.5M 2% Sep 2025
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Central Trust & Investment 291k $6.4M 2% Sep 2025
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Spreng Capital Management 278k $6.1M 1% Sep 2025
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Foronjy Financial 274k $6.0M 100% Sep 2025
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Asset Advisors Investment Management 256k $5.6M 100% Sep 2025
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Advisor Group Holdings 245k $5.4M 277% Sep 2025
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Royal Bank of Canada 240k $5.3M 13% Sep 2025
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Rebalance 209k $4.6M 17% Sep 2025
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Stockman Asset Management 207k $4.5M 4% Sep 2025
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Northwestern Mutual Wealth Management Company 201k $4.4M 39% Sep 2025
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Strategic Blueprint 187k $4.1M 396% Sep 2025
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Ameriprise Financial 178k $3.9M 188% Sep 2025
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Park Avenue Securities 178k $3.9M 16% Sep 2025
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BlackRock 175k $3.8M -10% Sep 2025
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CliftonLarsonAllen Wealth Advisors 163k $3.6M -2% Sep 2025
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Signature 161k $3.5M 18% Sep 2025
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Accretive Wealth Partners 151k $3.3M 2% Sep 2025
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Thoroughbred Financial Services 143k $3.1M 63% Sep 2025
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Janney Montgomery Scott 140k $3.1M 12% Sep 2025
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Pamela Horwath 139k $3.1M 1% Sep 2025
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Parallel Advisors 137k $3.0M 9% Sep 2025
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MV Capital Management 121k $2.7M 16% Jun 2025
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Keeler THomas Management 119k $2.6M 2% Sep 2025
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Baird Financial 116k $2.6M 13% Sep 2025
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Boston Family Office 110k $2.4M 2% Sep 2025
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Financial Engines Advisors L.L.C 107k $2.3M 10% Sep 2025
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SCS Capital Management 107k $2.3M 0% Sep 2025
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Citadel Advisors 103k $2.3M 11% Sep 2025
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Captrust Financial Advisors 95k $2.1M 1% Sep 2025
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Atria Investments 86k $1.9M 67% Sep 2025
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FF Advisors 79k $1.7M 10% Sep 2025
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Integrated Wealth Concepts 76k $1.7M 10% Sep 2025
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Apella Capital 73k $1.6M 47% Sep 2025
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Titleist Asset Management 71k $1.6M 0% Sep 2025
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HighTower Advisors 68k $1.5M 48% Sep 2025
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Leo Wealth 67k $1.5M 13% Sep 2025
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Leavell Investment Management 65k $1.4M 84% Sep 2025
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IFP Advisors 64k $1.4M -47% Sep 2025
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Associated Banc- 64k $1.4M 3% Sep 2025
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Hanson McClain Advisors 60k $1.3M 0% Sep 2025
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CWM 59k $1.3M 49% Sep 2025
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Asset Dedication 54k $1.2M 166% Sep 2025
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Montecito Bank & Trust 54k $1.2M 49% Sep 2025
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ValMark Advisers 50k $1.1M 6% Sep 2025
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Reliant Wealth Planning 44k $973k 0% Sep 2025
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Atlantic Private Wealth 42k $931k -4% Sep 2025
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Snowden Capital Advisors 42k $929k 8% Sep 2025
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Foundry Financial Group 42k $928k 41% Sep 2025
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Cary Street Partners Financial 40k $884k -2% Sep 2025
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Evexia Wealth 39k $847k 5% Sep 2025
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Compass Ion Advisors 38k $835k 0% Sep 2025
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Wiley Bros.-aintree Capital 36k $784k 100% Sep 2025
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Krilogy Financial 36k $779k -23% Sep 2025
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Belpointe Asset Management 34k $746k 7% Sep 2025
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Jim Saulnier & Associates 34k $735k 50% Sep 2025
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Stratos Wealth Partners 32k $703k 0% Sep 2025
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Mendota Financial Group 31k $679k 100% Sep 2025
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STAR Financial Bank 29k $644k -73% Sep 2025
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Old Port Advisors 27k $581k -25% Sep 2025
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WealthTrust DunckerStreett 26k $578k -6% Sep 2025
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Granite Harbor Advisors 25k $537k 7% Sep 2025
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RFP Financial Group 24k $536k -19% Sep 2025
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Blake Schutter Theil Wealth Advisors 24k $530k 0% Sep 2025
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Cambridge Investment Research Advisors 24k $529k 4% Sep 2025
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L2 Asset Management 24k $518k 100% Sep 2025
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Midwest Professional Planners 22k $474k 36% Sep 2025
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HPM Partners 22k $474k 0% Sep 2025
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Austin Private Wealth 21k $470k -11% Sep 2025
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Northstar 21k $460k 115% Sep 2025
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Shufro Rose & Co 20k $444k -3% Sep 2025
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Tableaux 20k $442k 8% Sep 2025
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Harbour Investments 20k $437k 10% Sep 2025
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AQR Capital Management 20k $435k 100% Sep 2025
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Heartland Bank & Trust 20k $430k 7% Sep 2025
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Greenfield Savings Bank 19k $425k 1% Sep 2025
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CNB Bank 18k $405k 100% Sep 2025
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Smithbridge Asset Management 18k $404k 100% Sep 2025
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Mml Investors Services 18k $403k 0% Sep 2025
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Jacobi Capital Management 18k $402k 1% Sep 2025
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Colony 18k $396k 1% Sep 2025
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Cyr Financial 18k $392k 18% Sep 2025
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P.J. Schmidt Investment Management 18k $385k 0% Sep 2025
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Capital Investment Advisors 17k $373k 0% Sep 2025
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Kestra Advisory Services 17k $367k 44% Sep 2025
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Signature Wealth Management Group 17k $366k -27% Sep 2025
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Forefront Wealth Partners 16k $355k 100% Sep 2025
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Crews Bank & Trust 16k $351k 13% Sep 2025
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Merit Financial Group 16k $350k 5% Sep 2025
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Transcend Wealth Collective 16k $350k 0% Sep 2025
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Kestra Investment Management 16k $350k -10% Sep 2025
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Cowa 16k $345k 0% Sep 2025
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Fullcircle Wealth 16k $344k 0% Sep 2025
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Trinity Wealth Management 16k $344k 0% Sep 2025
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DecisionMap Wealth Management 16k $343k 0% Sep 2025
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Coldstream Capital Management 15k $318k 2% Sep 2025
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Great Diamond Partners 14k $308k 100% Sep 2025
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Prosperity Planning 14k $307k 0% Sep 2025
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Cambridge Financial Group 14k $305k 100% Sep 2025
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James Investment Research 14k $301k 0% Sep 2025
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Liberty Wealth Management 13k $280k 1% Sep 2025
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Principal Securities 13k $280k 0% Sep 2025
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Opus Capital Group 13k $274k 100% Sep 2025
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Kestra Private Wealth Services 12k $270k 100% Sep 2025
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Resonant Capital Advisors 12k $265k 0% Sep 2025
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Jaffetilchin Investment Partners 12k $265k 1% Sep 2025
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Element Wealth 12k $261k 0% Sep 2025
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Guidance Point Advisors 12k $260k 22% Sep 2025
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Highland Financial Advisors 12k $257k 0% Sep 2025
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 12k $253k 1% Sep 2025
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Hamel Associates 11k $248k 4% Sep 2025
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Barrett & Company 11k $234k 29% Sep 2025
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Trust 10k $225k 0% Sep 2025
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Apollon Wealth Management 10k $221k 0% Sep 2025
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Lido Advisors 10k $220k 0% Sep 2025
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Black Maple Capital Management 10k $220k 100% Sep 2025
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Bank of New York Mellon 9.6k $210k -12% Sep 2025
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Evergreen Wealth Solutions 9.5k $209k 0% Sep 2025
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Washington Trust Company 9.4k $206k 0% Sep 2025
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Equitable Holdings 9.3k $204k 100% Sep 2025
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Autumn Glory Partners 9.2k $203k 100% Sep 2025
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Steward Partners Investment Advisory 8.4k $185k -11% Sep 2025
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UMA Financial Services 7.2k $157k 0% Sep 2025
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Who sold out of Ishares Ibonds Dec 2029 Term T?

Fund or Company Name Date Sold Shares Held Valued At
Whalen Wealth Management Jun 2025 168k $3.7M
Summit Wealth Partners Jun 2025 12k $282k
Precision Wealth Strategies Jun 2025 11k $231k
Goldman Sachs Group Mar 2025 10k $220k
CFS Investment Advisory Services Jun 2025 9.2k $203k