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 |
Snider Financial Group
Bellevue, WA |
Aug 05, 2025 Q2 2025 |
64,369
shares
|
$1.5 Million
0.44% of portfolio
|
Q2 2025
Added 0.29%
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
59,971
shares
|
$1.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
59,685
shares
|
$1.39 Million
0.01% of portfolio
|
Q2 2025
Added 94.27%
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
59,601
shares
|
$1.39 Million
0.62% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
59,227
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
58,836
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Added 44.71%
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
58,570
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
57,491
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Added 36.96%
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
52,475
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Added 17.9%
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
52,324
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2025
Added 5.51%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
51,829
shares
|
$1.21 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
51,095
shares
|
$1.19 Million
0.24% of portfolio
|
Q2 2025
Added 18.92%
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
49,639
shares
|
$1.16 Million
0.89% of portfolio
|
Q1 2025
Reduced 78.45%
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
49,607
shares
|
$1.16 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
48,674
shares
|
$1.13 Million
0.63% of portfolio
|
Q2 2025
Added 9.59%
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
48,221
shares
|
$1.12 Million
0.43% of portfolio
|
Q2 2025
Reduced 4.45%
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
47,300
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
45,900
shares
|
$1.07 Million
0.67% of portfolio
|
Q2 2025
Added 94.08%
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
43,699
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2025
Added 186.4%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
42,420
shares
|
$988,386
0.14% of portfolio
|
Q4 2024
Added 10.18%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
41,824
shares
|
$974,499
0.16% of portfolio
|
Q2 2025
New holding
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
41,503
shares
|
$967,019
0.47% of portfolio
|
Q2 2025
Added 0.44%
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
41,178
shares
|
$959,447
0.01% of portfolio
|
Q2 2025
Added 2.81%
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,859
shares
|
$952,014
0.17% of portfolio
|
Q1 2025
Added 0.75%
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
40,586
shares
|
$945,653
0.25% of portfolio
|
Q2 2025
Added 0.8%
|