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 |
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
95,070
shares
|
$2.22 Million
0.35% of portfolio
|
Q2 2025
Added 33.61%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
93,548
shares
|
$2.18 Million
0.02% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
93,308
shares
|
$2.17 Million
0.72% of portfolio
|
Q2 2025
Added 40.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
92,494
shares
|
$2.16 Million
0.0% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
89,988
shares
|
$2.1 Million
0.04% of portfolio
|
Q2 2025
Added 10.41%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
88,166
shares
|
$2.05 Million
0.24% of portfolio
|
Q2 2025
Added 58.59%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
87,900
shares
|
$2.05 Million
0.09% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
84,837
shares
|
$1.98 Million
1.58% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
83,094
shares
|
$1.94 Million
0.1% of portfolio
|
Q2 2025
Added 465.03%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
81,420
shares
|
$1.9 Million
0.17% of portfolio
|
Q2 2025
Added 53.56%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
79,975
shares
|
$1.86 Million
0.06% of portfolio
|
Q2 2025
Added 6.97%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
78,874
shares
|
$1.84 Million
0.01% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
78,820
shares
|
$1.84 Million
0.59% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
75,000
shares
|
$1.75 Million
1.21% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
74,640
shares
|
$1.74 Million
0.21% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,454
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
74,050
shares
|
$1.73 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
71,980
shares
|
$1.68 Million
1.03% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
71,200
shares
|
$1.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
69,598
shares
|
$1.62 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
69,402
shares
|
$1.62 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
65,298
shares
|
$1.52 Million
0.22% of portfolio
|
Q2 2025
Added 166.62%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
65,179
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2025
Added 13.41%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
64,885
shares
|
$1.51 Million
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
64,576
shares
|
$1.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.52%
|