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 |
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
156,301
shares
|
$3.64 Million
2.18% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
148,501
shares
|
$3.46 Million
0.86% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
140,458
shares
|
$3.27 Million
0.01% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
134,675
shares
|
$3.14 Million
2.43% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
133,393
shares
|
$3.11 Million
2.05% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
132,274
shares
|
$3.08 Million
0.01% of portfolio
|
Q2 2025
Added 47.71%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
131,551
shares
|
$3.07 Million
0.75% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
130,924
shares
|
$3.05 Million
0.57% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
129,074
shares
|
$3.01 Million
0.7% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
128,438
shares
|
$2.99 Million
0.08% of portfolio
|
Q2 2025
Added 3.84%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
127,833
shares
|
$2.98 Million
1.89% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
124,671
shares
|
$2.9 Million
2.18% of portfolio
|
Q2 2024
Added 4.73%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
121,063
shares
|
$2.82 Million
0.61% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
115,469
shares
|
$2.69 Million
0.19% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
115,145
shares
|
$2.68 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
111,739
shares
|
$2.6 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
110,726
shares
|
$2.58 Million
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
108,216
shares
|
$2.52 Million
1.69% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
102,421
shares
|
$2.39 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
101,238
shares
|
$2.36 Million
0.04% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
100,255
shares
|
$2.34 Million
0.51% of portfolio
|
Q1 2025
Added 63.27%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
99,370
shares
|
$2.32 Million
0.23% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
99,104
shares
|
$2.31 Million
0.85% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
97,179
shares
|
$2.26 Million
0.03% of portfolio
|
Q2 2025
Added 19.08%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
96,944
shares
|
$2.26 Million
0.17% of portfolio
|
Q2 2025
New holding
|