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 |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
242,055
shares
|
$5.65 Million
0.37% of portfolio
|
Q3 2025
Added 25.64%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
220,733
shares
|
$5.16 Million
0.14% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
220,471
shares
|
$5.15 Million
1.53% of portfolio
|
Q3 2025
Added 7.05%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
218,234
shares
|
$5.1 Million
0.1% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
216,565
shares
|
$5.06 Million
0.21% of portfolio
|
Q3 2025
Added 13.3%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
211,792
shares
|
$4.95 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
210,204
shares
|
$4.91 Million
0.01% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
201,685
shares
|
$4.71 Million
1.46% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
198,111
shares
|
$4.63 Million
0.26% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
195,527
shares
|
$4.57 Million
1.01% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
194,345
shares
|
$4.54 Million
2.72% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
190,225
shares
|
$4.44 Million
0.04% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
189,083
shares
|
$4.42 Million
0.08% of portfolio
|
Q2 2024
Added 20.63%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
186,102
shares
|
$4.35 Million
1.87% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
181,845
shares
|
$4.25 Million
2.29% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
179,154
shares
|
$4.19 Million
0.12% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
174,944
shares
|
$4.09 Million
0.9% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
174,299
shares
|
$4.07 Million
0.17% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
172,269
shares
|
$4.02 Million
1.02% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
171,934
shares
|
$4.02 Million
0.52% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
171,205
shares
|
$4 Million
0.34% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Nov 10, 2025 Q3 2025 |
170,142
shares
|
$3.97 Million
2.47% of portfolio
|
Q3 2025
Reduced 3.5%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
169,932
shares
|
$3.97 Million
2.52% of portfolio
|
Q3 2025
Added 36.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
169,760
shares
|
$3.97 Million
0.0% of portfolio
|
Q3 2025
Added 20.86%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
167,228
shares
|
$3.91 Million
0.75% of portfolio
|
Q3 2025
Added 38.13%
|
|