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 |
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
209,684
shares
|
$4.89 Million
0.3% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
206,974
shares
|
$4.82 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
205,951
shares
|
$4.8 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
205,435
shares
|
$4.79 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
202,900
shares
|
$4.73 Million
1.96% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
201,489
shares
|
$4.69 Million
0.02% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
198,111
shares
|
$4.62 Million
0.26% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
192,654
shares
|
$4.49 Million
0.33% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
191,150
shares
|
$4.45 Million
0.28% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
190,671
shares
|
$4.44 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
189,083
shares
|
$4.41 Million
0.08% of portfolio
|
Q2 2024
Added 20.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
188,990
shares
|
$4.4 Million
0.05% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
185,406
shares
|
$4.32 Million
1.95% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
184,648
shares
|
$4.3 Million
0.29% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
179,185
shares
|
$4.18 Million
2.63% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
176,304
shares
|
$4.11 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
175,563
shares
|
$4.09 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
175,370
shares
|
$4.09 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
173,554
shares
|
$4.04 Million
2.28% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
171,205
shares
|
$3.99 Million
0.34% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
170,106
shares
|
$3.96 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
164,675
shares
|
$3.84 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
159,990
shares
|
$3.73 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
158,931
shares
|
$3.7 Million
0.16% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
157,165
shares
|
$3.66 Million
0.29% of portfolio
|
Q2 2025
Added 24.22%
|