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 247 institutions that hold shares in the stock, with a total of 61.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
24,512
shares
|
$560,099
0.07% of portfolio
|
Q2 2024
Added 11.64%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
24,298
shares
|
$555,209
0.36% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
24,259
shares
|
$554,318
0.31% of portfolio
|
Q4 2024
Added 24.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
23,783
shares
|
$543,441
0.0% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,495
shares
|
$514,010
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
21,531
shares
|
$491,983
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
20,728
shares
|
$473,634
0.35% of portfolio
|
Q1 2023
Reduced 35.31%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
20,258
shares
|
$462,895
0.11% of portfolio
|
Q1 2024
Added 116.32%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
19,303
shares
|
$441,073
0.07% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
18,972
shares
|
$433,510
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
18,504
shares
|
$422,816
0.11% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
18,185
shares
|
$415,527
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
17,629
shares
|
$402,822
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
17,610
shares
|
$402,388
0.05% of portfolio
|
Q4 2023
Added 58.51%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
17,234
shares
|
$393,796
0.16% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
17,225
shares
|
$393,591
0.01% of portfolio
|
Q1 2024
Added 9.54%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
17,135
shares
|
$391,534
0.06% of portfolio
|
Q3 2024
Added 77.03%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
16,918
shares
|
$386,576
0.0% of portfolio
|
Q2 2024
Added 1761.17%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
16,900
shares
|
$386,165
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
16,164
shares
|
$369,347
0.07% of portfolio
|
Q2 2024
Added 12.52%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
15,406
shares
|
$352,027
0.06% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
15,123
shares
|
$345,560
0.0% of portfolio
|
Q3 2024
Added 19.55%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
15,009
shares
|
$342,955
0.33% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
14,834
shares
|
$338,956
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,709
shares
|
$336,100
0.12% of portfolio
|
Q3 2024
Added 13.93%
|