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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
175,305
shares
|
$4.05 Million
0.13% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
173,001
shares
|
$4 Million
0.98% of portfolio
|
Q4 2024
Added 19.89%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
171,205
shares
|
$3.96 Million
0.34% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
4 Thought Financial Group Inc.
|
Jan 30, 2025 Q4 2024 |
167,173
shares
|
$3.87 Million
2.51% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
165,620
shares
|
$3.83 Million
0.28% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
162,236
shares
|
$3.75 Million
0.07% of portfolio
|
Q4 2024
Added 76.92%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
161,924
shares
|
$3.75 Million
0.04% of portfolio
|
Q4 2024
Added 16.99%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
157,599
shares
|
$3.65 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jan 27, 2025 Q4 2024 |
154,505
shares
|
$3.57 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
151,380
shares
|
$3.5 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
149,849
shares
|
$3.47 Million
0.88% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
148,504
shares
|
$3.43 Million
0.36% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
145,652
shares
|
$3.37 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
141,695
shares
|
$3.28 Million
0.84% of portfolio
|
Q4 2024
Added 4.29%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
141,592
shares
|
$3.28 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
139,391
shares
|
$3.22 Million
0.01% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
133,891
shares
|
$3.1 Million
0.19% of portfolio
|
Q4 2024
Added 151.35%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
131,039
shares
|
$3.03 Million
0.97% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
126,291
shares
|
$2.92 Million
1.33% of portfolio
|
Q4 2024
Added 58.57%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123,685
shares
|
$2.86 Million
0.08% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
121,279
shares
|
$2.81 Million
0.72% of portfolio
|
Q4 2024
Added 52.19%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
120,930
shares
|
$2.8 Million
1.93% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
120,613
shares
|
$2.79 Million
2.05% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
118,527
shares
|
$2.74 Million
1.95% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
109,703
shares
|
$2.54 Million
0.22% of portfolio
|
Q4 2024
Added 179.54%
|