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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
1,010,855
shares
|
$23.6 Million
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
1,009,606
shares
|
$23.6 Million
0.31% of portfolio
|
Q3 2025
Added 8.04%
|
|
|
Seven Springs Wealth Group, LLC
|
Nov 12, 2025 Q3 2025 |
975,122
shares
|
$22.8 Million
5.67% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
965,631
shares
|
$22.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 31.31%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
942,319
shares
|
$22 Million
3.97% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
939,759
shares
|
$22 Million
1.9% of portfolio
|
Q3 2025
Added 4.22%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
868,989
shares
|
$20.3 Million
0.8% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
826,064
shares
|
$19.3 Million
4.38% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
707,197
shares
|
$16.5 Million
1.77% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
695,489
shares
|
$16.2 Million
1.2% of portfolio
|
Q3 2025
Reduced 5.42%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
688,000
shares
|
$16.1 Million
0.47% of portfolio
|
Q3 2025
Added 54.26%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
602,273
shares
|
$14.1 Million
1.49% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
594,551
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.55%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
592,058
shares
|
$13.8 Million
5.89% of portfolio
|
Q3 2025
Added 15.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
571,639
shares
|
$13.4 Million
0.03% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
547,786
shares
|
$12.8 Million
0.06% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
542,644
shares
|
$12.7 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
516,460
shares
|
$12.1 Million
3.4% of portfolio
|
Q3 2025
Added 23.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
511,634
shares
|
$12 Million
0.03% of portfolio
|
Q3 2025
Added 26.9%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
499,871
shares
|
$11.7 Million
2.09% of portfolio
|
Q3 2025
Added 32.44%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
491,795
shares
|
$11.5 Million
0.03% of portfolio
|
Q3 2025
Added 8.58%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
468,819
shares
|
$11 Million
0.34% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
431,585
shares
|
$10.1 Million
0.12% of portfolio
|
Q3 2025
Added 5.63%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
428,735
shares
|
$10 Million
0.61% of portfolio
|
Q3 2025
Added 132.19%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
423,003
shares
|
$9.88 Million
1.69% of portfolio
|
Q3 2025
Added 3.9%
|
|