# ISHARES TR IBONDS DEC 29

ISHARES TR IBONDS DEC 29 is a security (CUSIP 46436E205) tracked across SEC portfolio filings. 398 institutional managers reported $2.9B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $79K via N-PORT as of 2026-03-31.

## Summary

- Issuer: ISHARES TR
- Class: IBONDS DEC 29
- CUSIP: 46436E205
- Asset category: EC
- 13F holders: 398
- 13F value: $2.9B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $79K
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 398 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $170.1M | 7,313,604 |
| MORGAN STANLEY | NEW YORK, NY | $155.7M | 6,692,831 |
| [Aptus Capital Advisors, LLC](https://search.stillhousedata.com/firm/167626) | FAIRHOPE, AL | $148.4M | 6,381,013 |
| CAPITAL ADVISORS INC/OK | TULSA, OK | $119.0M | 5,140,239 |
| MERCER GLOBAL ADVISORS INC /ADV | DENVER, CO | $117.1M | 5,033,782 |
| [Capital Investment Advisors, LLC](https://search.stillhousedata.com/firm/158055) | ATLANTA, GA | $93.5M | 4,035,738 |
| [SHUFRO ROSE & CO LLC](https://search.stillhousedata.com/firm/3403) | NEW YORK, NY | $92.5M | 3,978,128 |
| UBS Group AG | Zurich, V8 | $85.6M | 3,681,557 |
| [Lido Advisors, LLC](https://search.stillhousedata.com/firm/269866) | Los Angeles, CA | $76.0M | 3,267,016 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $73.8M | 3,172,199 |
| HM PAYSON & CO | PORTLAND, ME | $72.8M | 3,142,337 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $55.4M | 2,383,159 |
| Royal Bank of Canada | TORONTO, A6 | $54.4M | 2,340,571 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $49.4M | 2,125,189 |
| [SUMMITRY LLC](https://search.stillhousedata.com/firm/128586) | Foster City, CA | $46.8M | 2,022,397 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [Fundamentals First ETF](https://search.stillhousedata.com/fund/S000080449) | Mason Capital Fund Trust | $79K | 125.93% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46436E205.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.