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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
149,849
shares
|
$3.44 Million
0.88% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
148,504
shares
|
$3.41 Million
0.36% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
141,695
shares
|
$3.25 Million
0.84% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
141,592
shares
|
$3.25 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
139,391
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
138,406
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
133,891
shares
|
$3.07 Million
0.19% of portfolio
|
Q4 2024
Added 151.35%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
133,556
shares
|
$3.07 Million
0.17% of portfolio
|
Q3 2024
Added 74.68%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
131,039
shares
|
$3.01 Million
0.97% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
128,120
shares
|
$2.94 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
126,291
shares
|
$2.9 Million
1.33% of portfolio
|
Q4 2024
Added 58.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123,685
shares
|
$2.84 Million
0.08% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
120,930
shares
|
$2.78 Million
1.93% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
115,602
shares
|
$2.65 Million
1.83% of portfolio
|
Q3 2024
Added 49.45%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
109,703
shares
|
$2.52 Million
0.22% of portfolio
|
Q4 2024
Added 179.54%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
109,647
shares
|
$2.52 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
97,367
shares
|
$2.23 Million
0.24% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
96,263
shares
|
$2.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
92,450
shares
|
$2.12 Million
0.34% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
92,299
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 57.48%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
91,700
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2024
Added 30.23%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
89,735
shares
|
$2.06 Million
0.15% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
86,726
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 172.48%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
84,629
shares
|
$1.94 Million
0.74% of portfolio
|
Q4 2024
Added 98.05%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
83,296
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Added 0.99%
|