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 |
|---|---|---|---|---|---|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
109,647
shares
|
$2.54 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
109,566
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 66.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
97,367
shares
|
$2.25 Million
0.24% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
96,263
shares
|
$2.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
94,106
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
92,450
shares
|
$2.14 Million
0.34% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
89,735
shares
|
$2.08 Million
0.15% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
89,505
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
84,629
shares
|
$1.96 Million
0.74% of portfolio
|
Q4 2024
Added 98.05%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
83,296
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
82,957
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
80,274
shares
|
$1.86 Million
1.27% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
75,433
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
75,083
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
74,943
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 40.34%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
74,200
shares
|
$1.72 Million
0.08% of portfolio
|
Q4 2024
Added 38.43%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
73,547
shares
|
$1.7 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
73,164
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 28.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
71,590
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
70,914
shares
|
$1.64 Million
0.21% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
68,680
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Seneca House Advisors
|
Jan 17, 2025 Q4 2024 |
68,310
shares
|
$1.58 Million
0.64% of portfolio
|
Q4 2024
Reduced 12.58%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
66,153
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
65,316
shares
|
$1.51 Million
0.33% of portfolio
|
Q4 2024
Added 91.95%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
64,649
shares
|
$1.5 Million
0.49% of portfolio
|
Q4 2024
Added 630.5%
|