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 328 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
1,062,464
shares
|
$24.8 Million
0.59% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
1,019,490
shares
|
$23.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
944,550
shares
|
$22 Million
1.65% of portfolio
|
Q2 2025
Added 15.58%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
942,319
shares
|
$22 Million
3.97% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
934,505
shares
|
$21.8 Million
0.32% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
912,316
shares
|
$21.3 Million
1.73% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
901,671
shares
|
$21 Million
1.96% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
855,583
shares
|
$19.9 Million
5.05% of portfolio
|
Q2 2025
Added 10.45%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
794,261
shares
|
$18.5 Million
0.78% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
735,362
shares
|
$17.1 Million
1.11% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
707,197
shares
|
$16.5 Million
1.77% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
672,200
shares
|
$15.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
616,847
shares
|
$14.4 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
565,495
shares
|
$13.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
542,644
shares
|
$12.6 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
536,670
shares
|
$12.5 Million
0.07% of portfolio
|
Q2 2025
Added 19.68%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
512,009
shares
|
$11.9 Million
5.59% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
452,932
shares
|
$10.6 Million
0.03% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
446,000
shares
|
$10.4 Million
0.31% of portfolio
|
Q2 2025
Added 93.07%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
435,673
shares
|
$10.2 Million
0.33% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
417,279
shares
|
$9.72 Million
2.89% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
408,578
shares
|
$9.52 Million
0.13% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
407,135
shares
|
$9.49 Million
1.74% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
405,524
shares
|
$9.45 Million
1.82% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
403,174
shares
|
$9.39 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|