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 |
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
395,000
shares
|
$9.2 Million
5.43% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
383,137
shares
|
$8.93 Million
0.62% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
377,436
shares
|
$8.79 Million
1.8% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
365,736
shares
|
$8.52 Million
0.69% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
347,748
shares
|
$8.1 Million
0.01% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
341,400
shares
|
$7.95 Million
3.29% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
317,423
shares
|
$7.4 Million
4.35% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
305,786
shares
|
$7.12 Million
0.17% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
304,187
shares
|
$7.09 Million
0.27% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
301,086
shares
|
$7.02 Million
1.87% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
277,086
shares
|
$6.46 Million
0.11% of portfolio
|
Q2 2025
Added 41.49%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
265,503
shares
|
$6.19 Million
3.21% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
256,889
shares
|
$5.99 Million
2.51% of portfolio
|
Q2 2025
Added 5.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,468
shares
|
$5.95 Million
0.0% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
255,337
shares
|
$5.95 Million
0.12% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
254,106
shares
|
$5.92 Million
0.01% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
254,056
shares
|
$5.92 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
252,442
shares
|
$5.88 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
249,015
shares
|
$5.8 Million
0.25% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
246,678
shares
|
$5.75 Million
2.4% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
243,373
shares
|
$5.67 Million
2.19% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
236,828
shares
|
$5.52 Million
1.3% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
230,233
shares
|
$5.36 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
223,767
shares
|
$5.21 Million
0.0% of portfolio
|
Q1 2025
Added 4378.92%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
211,792
shares
|
$4.93 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.67%
|