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 347 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
6,807,477
shares
|
$159 Million
0.01% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,444,286
shares
|
$127 Million
1.0% of portfolio
|
Q3 2025
Added 8.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
5,098,080
shares
|
$119 Million
0.01% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
4,667,225
shares
|
$109 Million
1.87% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,537,860
shares
|
$82.6 Million
0.14% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
3,503,960
shares
|
$81.9 Million
6.91% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,489,553
shares
|
$81.5 Million
1.41% of portfolio
|
Q3 2025
Added 7.73%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
3,067,945
shares
|
$71.7 Million
0.01% of portfolio
|
Q3 2025
Added 56.06%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,641,661
shares
|
$61.7 Million
0.02% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
2,070,602
shares
|
$48.4 Million
0.01% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
2,036,273
shares
|
$47.6 Million
0.01% of portfolio
|
Q3 2025
Added 10.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,828,286
shares
|
$42.7 Million
0.01% of portfolio
|
Q3 2025
Added 14.78%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
1,780,926
shares
|
$41.6 Million
1.92% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
1,730,611
shares
|
$40.4 Million
2.72% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,628,787
shares
|
$38 Million
0.05% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,485,226
shares
|
$34.7 Million
1.85% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,421,892
shares
|
$33.2 Million
1.69% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
1,410,432
shares
|
$32.9 Million
0.11% of portfolio
|
Q3 2025
Added 21.34%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,381,528
shares
|
$32.3 Million
4.56% of portfolio
|
Q3 2025
Added 2.78%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,294,318
shares
|
$30.2 Million
1.1% of portfolio
|
Q3 2025
Reduced 15.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,283,606
shares
|
$30 Million
0.04% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
1,128,361
shares
|
$26.4 Million
0.03% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
1,115,830
shares
|
$26.1 Million
0.57% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,042,331
shares
|
$24.3 Million
1.83% of portfolio
|
Q3 2025
Added 14.25%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,037,961
shares
|
$24.2 Million
1.7% of portfolio
|
Q3 2025
Added 9.89%
|
|