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 |
|---|---|---|---|---|---|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
22,721
shares
|
$530,762
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
22,657
shares
|
$529,267
0.06% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,495
shares
|
$525,483
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
22,485
shares
|
$525,249
0.24% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
21,874
shares
|
$510,976
0.33% of portfolio
|
Q3 2025
Added 12.15%
|
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
21,682
shares
|
$506,491
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
21,536
shares
|
$503,080
0.07% of portfolio
|
Q3 2025
Reduced 5.47%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
21,277
shares
|
$497,030
0.0% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
21,086
shares
|
$492,568
0.14% of portfolio
|
Q1 2025
Added 23.48%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
20,245
shares
|
$472,923
0.04% of portfolio
|
Q3 2025
Added 26.37%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
19,254
shares
|
$449,773
0.13% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
18,964
shares
|
$442,999
0.01% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
18,718
shares
|
$437,252
0.18% of portfolio
|
Q3 2025
Added 16.33%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
18,385
shares
|
$429,473
0.24% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
17,904
shares
|
$418,237
0.01% of portfolio
|
Q3 2025
Reduced 28.25%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
17,278
shares
|
$403,614
0.16% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2025 Q3 2025 |
17,244
shares
|
$402,819
0.24% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
16,762
shares
|
$391,560
0.02% of portfolio
|
Q3 2025
Added 11.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,367
shares
|
$382,333
0.01% of portfolio
|
Q3 2025
Added 738.47%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
16,074
shares
|
$375,488
0.07% of portfolio
|
Q3 2025
Added 44.41%
|
|
|
Ledyard National Bank
|
Nov 05, 2025 Q3 2025 |
15,820
shares
|
$369,555
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
15,604
shares
|
$364,509
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
15,505
shares
|
$362,196
0.01% of portfolio
|
Q3 2025
Reduced 7.6%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
15,445
shares
|
$360,795
0.1% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
15,436
shares
|
$360,584
0.07% of portfolio
|
Q3 2025
New holding
|
|