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 271 institutions that hold shares in the stock, with a total of 80.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
811,880
shares
|
$18.8 Million
1.85% of portfolio
|
Q4 2024
Added 1091.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
807,921
shares
|
$18.7 Million
0.53% of portfolio
|
Q4 2024
Added 34.02%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
797,381
shares
|
$18.4 Million
0.3% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
795,473
shares
|
$18.4 Million
1.71% of portfolio
|
Q4 2024
Reduced 17.75%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
716,958
shares
|
$16.6 Million
1.33% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
711,852
shares
|
$16.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 21.95%
|
|
|
Seven Springs Wealth Group, LLC
|
Feb 14, 2025 Q4 2024 |
698,211
shares
|
$16.1 Million
6.11% of portfolio
|
Q4 2024
Added 8.38%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
670,667
shares
|
$15.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
662,010
shares
|
$15.3 Million
0.07% of portfolio
|
Q4 2024
Added 79.07%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
624,403
shares
|
$14.4 Million
1.6% of portfolio
|
Q4 2024
Added 11.19%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
620,143
shares
|
$14.3 Million
1.37% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
603,672
shares
|
$14 Million
0.62% of portfolio
|
Q4 2024
Added 30.8%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
555,710
shares
|
$12.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
542,644
shares
|
$12.6 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
484,635
shares
|
$11.2 Million
5.71% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
409,864
shares
|
$9.48 Million
0.05% of portfolio
|
Q4 2024
Added 76.99%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
402,589
shares
|
$9.31 Million
1.8% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
392,459
shares
|
$9.08 Million
0.02% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
369,874
shares
|
$8.56 Million
0.59% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
355,527
shares
|
$8.22 Million
0.02% of portfolio
|
Q4 2024
Added 618.95%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
355,134
shares
|
$8.21 Million
1.7% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
337,174
shares
|
$7.8 Million
0.28% of portfolio
|
Q4 2024
Added 23.35%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
327,578
shares
|
$7.58 Million
0.68% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
309,177
shares
|
$7.15 Million
4.04% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
306,400
shares
|
$7.09 Million
2.89% of portfolio
|
Q4 2024
Added 12.28%
|