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 |
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
39,840
shares
|
$928,272
0.23% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
39,426
shares
|
$918,625
0.14% of portfolio
|
Q2 2025
Added 20.11%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
38,575
shares
|
$898,797
0.41% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
38,335
shares
|
$893,205
0.04% of portfolio
|
Q2 2025
Added 43.08%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
38,304
shares
|
$892,483
0.01% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
37,181
shares
|
$866,317
0.01% of portfolio
|
Q2 2025
Added 18.28%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
36,265
shares
|
$844,974
0.36% of portfolio
|
Q2 2025
Added 14.16%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
35,912
shares
|
$836,749
0.05% of portfolio
|
Q2 2025
Added 78.87%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
34,502
shares
|
$803,896
0.67% of portfolio
|
Q2 2025
Added 156.03%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
34,412
shares
|
$801,799
0.46% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
33,844
shares
|
$788,565
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
33,081
shares
|
$770,787
0.01% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
32,753
shares
|
$763,144
0.05% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
32,432
shares
|
$755,665
1.13% of portfolio
|
Q3 2022
Added 139.78%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
31,939
shares
|
$744,178
0.36% of portfolio
|
Q2 2025
Added 63.62%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
29,706
shares
|
$692,149
0.01% of portfolio
|
Q2 2025
Reduced 73.22%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
29,291
shares
|
$682,480
0.0% of portfolio
|
Q2 2025
Reduced 64.84%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
29,167
shares
|
$679,591
0.05% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
28,969
shares
|
$674,977
0.0% of portfolio
|
Q2 2025
Reduced 31.03%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
28,417
shares
|
$662,116
0.05% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
28,248
shares
|
$658,178
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
28,240
shares
|
$657,992
0.06% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
28,050
shares
|
$653,565
0.62% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
27,340
shares
|
$637,022
0.08% of portfolio
|
Q1 2024
Added 14.68%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
26,229
shares
|
$611,135
0.11% of portfolio
|
Q4 2024
Added 48.78%
|