Who owns iShares iBonds Dec 2029 Term Corporate ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IBDU from SEC Form 13F filings across 389 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 389 institutions disclosed 132.7M shares of iShares iBonds Dec 2029 Term Corporate ETF worth $3.07B — about 77% of shares outstanding; the largest disclosed holder is SHUFRO ROSE & CO LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
389
13F holders
$3.07B
value, 2026 filers
77%
of shares outstanding (132.7M sh)
47
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IBDU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | SHUFRO ROSE & CO LLC | 8.7M | $200.8M | 11.5% | 5% | +117.9% |
| 2 | BANK OF AMERICA CORP /DE/ | 7.6M | $176.7M | 0.0% | 4.4% | +4.3% |
| 3 | Aptus Capital Advisors, LLC | 6.5M | $150.5M | 1.0% | 3.8% | +1.8% |
| 4 | MORGAN STANLEY | 6.5M | $150.3M | 0.0% | 3.8% | -3.1% |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 5.8M | $134.1M | 0.2% | 3.4% | +15.1% |
| 6 | CAPITAL ADVISORS INC/OK | 5.1M | $119.0M | 1.8% | 3% | +1.1% |
| 7 | Capital Investment Advisors, LLC | 4.0M | $93.5M | 1.2% | 2.3% | +4.4% |
| 8 | UBS Group AG | 3.9M | $90.0M | 0.0% | 2.3% | +5.6% |
| 9 | RAYMOND JAMES FINANCIAL INC | 3.6M | $83.4M | 0.0% | 2.1% | +13.5% |
| 10 | HM PAYSON & CO | 3.1M | $72.8M | 1.0% | 1.8% | +11.1% |
| 11 | Lido Advisors, LLC | 2.9M | $66.1M | 0.2% | 1.7% | -12.7% |
| 12 | LPL Financial LLC | 2.5M | $58.1M | 0.0% | 1.5% | +5.2% |
| 13 | ROYAL BANK OF CANADA | 2.3M | $53.0M | 0.0% | 1.3% | -2.2% |
| 14 | WELLS FARGO & COMPANY/MN | 2.2M | $51.4M | 0.0% | 1.3% | +4.5% |
| 15 | SUMMITRY LLC | 2.0M | $46.8M | 1.5% | 1.2% | +6.1% |
| 16 | HighTower Advisors, LLC | 2.0M | $45.8M | 0.0% | 1.1% | +6.1% |
| 17 | Sound View Wealth Advisors Group, LLC | 1.9M | $43.9M | 2.7% | 1.1% | +7.3% |
| 18 | WOODMONT INVESTMENT COUNSEL LLC | 1.8M | $41.0M | 2.2% | 1% | +1.1% |
| 19 | AMERIPRISE FINANCIAL INC | 1.6M | $37.7M | 0.0% | 0.9% | +48.2% |
| 20 | Klingman & Associates, LLC | 1.6M | $37.6M | 1.6% | 0.9% | +2.6% |
| 21 | SIGMA INVESTMENT COUNSELORS INC | 1.6M | $36.2M | 1.8% | 0.9% | +1.2% |
| 22 | Gratus Wealth Advisors, LLC | 1.6M | $35.9M | 4.6% | 0.9% | +2.7% |
| 23 | Venture Visionary Partners LLC | 1.5M | $34.5M | 1.0% | 0.9% | -0.2% |
| 24 | Meiji Yasuda Life Insurance Co | 1.3M | $30.5M | 1.0% | 0.8% | +11.5% |
| 25 | Summit Financial, LLC | 1.2M | $28.5M | 0.3% | 0.7% | +10.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.