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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
416,338
shares
|
$9.73 Million
1.67% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
399,233
shares
|
$9.33 Million
0.71% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
395,000
shares
|
$9.23 Million
5.26% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
390,755
shares
|
$9.13 Million
0.01% of portfolio
|
Q3 2025
Added 12.37%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
387,240
shares
|
$9.05 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
383,609
shares
|
$8.96 Million
0.58% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
367,011
shares
|
$8.57 Million
0.3% of portfolio
|
Q3 2025
Added 20.65%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
353,520
shares
|
$8.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 86.64%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
342,150
shares
|
$7.99 Million
3.27% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
337,224
shares
|
$7.88 Million
0.01% of portfolio
|
Q3 2025
Added 32.71%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
331,601
shares
|
$7.75 Million
0.13% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
327,308
shares
|
$7.65 Million
0.17% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
315,488
shares
|
$7.37 Million
0.04% of portfolio
|
Q3 2025
Reduced 72.17%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
306,378
shares
|
$7.16 Million
1.81% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
275,440
shares
|
$6.43 Million
0.13% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
268,254
shares
|
$6.27 Million
3.06% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
266,511
shares
|
$6.23 Million
0.12% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
261,036
shares
|
$6.1 Million
2.24% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,468
shares
|
$5.97 Million
0.0% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
253,179
shares
|
$5.91 Million
3.47% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
249,015
shares
|
$5.82 Million
0.25% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
246,922
shares
|
$5.77 Million
2.41% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
244,826
shares
|
$5.72 Million
1.2% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
244,446
shares
|
$5.71 Million
0.11% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
242,880
shares
|
$5.67 Million
0.32% of portfolio
|
Q3 2025
Added 15.83%
|
|