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 |
|---|---|---|---|---|---|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
11,034
shares
|
$257,754
0.17% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,920
shares
|
$255,091
0.02% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
10,860
shares
|
$253,689
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
10,666
shares
|
$249,157
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
10,242
shares
|
$239,253
0.05% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
9,880
shares
|
$230,796
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
9,856
shares
|
$230,236
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
9,680
shares
|
$226,124
0.0% of portfolio
|
Q3 2025
Reduced 40.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,611
shares
|
$224,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
9,251
shares
|
$216,103
0.02% of portfolio
|
Q2 2024
Added 67.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,183
shares
|
$214,514
0.01% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
9,171
shares
|
$214,234
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
9,080
shares
|
$212,108
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
8,920
shares
|
$208,371
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
8,900
shares
|
$207,904
0.0% of portfolio
|
Q2 2025
Reduced 16.04%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,802
shares
|
$205,614
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
8,775
shares
|
$204,984
0.0% of portfolio
|
Q3 2025
Reduced 46.25%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
8,654
shares
|
$202,157
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
American Money Management, LLC
|
Nov 10, 2025 Q3 2025 |
8,542
shares
|
$199,541
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,391
shares
|
$196,013
0.09% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
8,330
shares
|
$194,588
0.0% of portfolio
|
Q3 2025
Added 379.84%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
8,162
shares
|
$190,664
0.08% of portfolio
|
Q3 2025
Added 88.72%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
7,958
shares
|
$185,898
0.06% of portfolio
|
Q3 2025
Added 60.51%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
7,000
shares
|
$163,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,994
shares
|
$140,019
0.02% of portfolio
|
Q1 2024
Reduced 39.99%
|
|