Institutional Ownership Ishares Tr Ibonds Dec 2029 Ter (IBDU)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2029 Ter (IBDU). We have compiled data on the 255 institutions that hold shares in the stock, with a total of 64.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,760
shares
|
$63,342
0.01% of portfolio
|
Q4 2024
Added 513.33%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
2,661
shares
|
$61,069
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,430
shares
|
$55,768
0.0% of portfolio
|
Q3 2024
Added 6842.86%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,181
shares
|
$50,053
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,080
shares
|
$47,736
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,839
shares
|
$42,205
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,820
shares
|
$41,769
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,455
shares
|
$33,392
0.01% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,330
shares
|
$30,523
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,326
shares
|
$30,431
0.0% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
1,239
shares
|
$28,435
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,210
shares
|
$27,769
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,075
shares
|
$24,671
0.01% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
875
shares
|
$20,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
828
shares
|
$19,002
0.0% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
820
shares
|
$18,819
0.0% of portfolio
|
Q4 2022
Added 5.81%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
800
shares
|
$18,360
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
774
shares
|
$17,763
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
717
shares
|
$16,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
600
shares
|
$13,770
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$13,770
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
486
shares
|
$11,153
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
462
shares
|
$10,602
0.0% of portfolio
|
Q3 2024
Added 670.0%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
432
shares
|
$9,914
0.01% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
329
shares
|
$7,550
0.0% of portfolio
|
Q2 2024
New holding
|