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 |
|---|---|---|---|---|---|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,765
shares
|
$223,130
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,611
shares
|
$219,611
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
9,602
shares
|
$219,405
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,537
shares
|
$217,920
0.0% of portfolio
|
Q3 2024
Added 435.49%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
9,251
shares
|
$211,385
0.02% of portfolio
|
Q2 2024
Added 67.05%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
8,850
shares
|
$202,222
0.07% of portfolio
|
Q3 2024
Reduced 50.42%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
8,671
shares
|
$198,132
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
8,511
shares
|
$194,476
0.04% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,507
shares
|
$148,684
0.01% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,994
shares
|
$136,962
0.02% of portfolio
|
Q1 2024
Reduced 39.99%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,981
shares
|
$136,665
0.0% of portfolio
|
Q3 2024
Added 247.53%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,836
shares
|
$133,352
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,456
shares
|
$124,669
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,382
shares
|
$100,128
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
4,300
shares
|
$98,255
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$91,400
0.13% of portfolio
|
Q3 2024
Reduced 36.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,107
shares
|
$70,994
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3,088
shares
|
$70,560
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,760
shares
|
$63,066
0.01% of portfolio
|
Q4 2024
Added 513.33%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
2,661
shares
|
$60,803
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,430
shares
|
$55,525
0.0% of portfolio
|
Q3 2024
Added 6842.86%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,181
shares
|
$49,835
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,080
shares
|
$47,528
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,820
shares
|
$41,587
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,330
shares
|
$30,390
0.01% of portfolio
|
Q4 2022
New holding
|