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 |
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
26,143
shares
|
$609,131
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
26,000
shares
|
$605,800
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
25,697
shares
|
$598,740
0.48% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,421
shares
|
$592,309
0.0% of portfolio
|
Q2 2025
Added 47.09%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
25,272
shares
|
$588,837
0.09% of portfolio
|
Q2 2025
Reduced 26.97%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
24,952
shares
|
$581,381
0.02% of portfolio
|
Q2 2025
Reduced 19.62%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
24,349
shares
|
$567,331
0.06% of portfolio
|
Q1 2025
Added 38.27%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
24,304
shares
|
$566,283
0.03% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
23,929
shares
|
$557,545
0.26% of portfolio
|
Q1 2025
Added 37.82%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
23,643
shares
|
$550,881
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
23,611
shares
|
$550,136
0.38% of portfolio
|
Q2 2025
Added 36.99%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
22,782
shares
|
$530,820
0.08% of portfolio
|
Q1 2025
Added 57.69%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
22,657
shares
|
$527,908
0.06% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
22,596
shares
|
$526,486
0.04% of portfolio
|
Q2 2025
Reduced 15.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
22,571
shares
|
$525,904
0.05% of portfolio
|
Q2 2025
Added 54.57%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,495
shares
|
$524,133
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
22,485
shares
|
$523,900
0.26% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
21,682
shares
|
$505,190
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
21,086
shares
|
$491,303
0.15% of portfolio
|
Q1 2025
Added 23.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
20,719
shares
|
$482,752
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
20,090
shares
|
$468,097
0.01% of portfolio
|
Q2 2025
Added 32.45%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
19,866
shares
|
$462,877
0.0% of portfolio
|
Q2 2025
Added 2194.0%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
19,504
shares
|
$454,443
0.32% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
19,254
shares
|
$448,618
0.14% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
18,819
shares
|
$438,482
0.3% of portfolio
|
Q2 2025
Added 12.61%
|