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 |
|---|---|---|---|---|---|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
162,389
shares
|
$3.79 Million
2.15% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
161,348
shares
|
$3.77 Million
0.01% of portfolio
|
Q3 2025
Added 21.98%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
160,004
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.5%
|
|
|
First National Bank & Trust CO Of Newtown
|
Oct 28, 2025 Q3 2025 |
159,990
shares
|
$3.74 Million
0.72% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
158,792
shares
|
$3.71 Million
0.35% of portfolio
|
Q3 2025
Added 37.91%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 05, 2025 Q3 2025 |
157,043
shares
|
$3.67 Million
1.97% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
148,850
shares
|
$3.48 Million
0.27% of portfolio
|
Q3 2025
Added 82.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
146,023
shares
|
$3.41 Million
0.08% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
144,256
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2025
Added 30.28%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
140,594
shares
|
$3.28 Million
2.41% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
137,256
shares
|
$3.21 Million
0.71% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
133,204
shares
|
$3.11 Million
0.14% of portfolio
|
Q3 2025
Added 60.31%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 10, 2025 Q3 2025 |
130,990
shares
|
$3.06 Million
0.66% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
130,049
shares
|
$3.04 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
126,825
shares
|
$2.96 Million
0.03% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
126,028
shares
|
$2.94 Million
0.19% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
121,649
shares
|
$2.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 90.28%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
115,800
shares
|
$2.71 Million
0.39% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
115,756
shares
|
$2.7 Million
0.83% of portfolio
|
Q3 2025
Added 24.06%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
115,377
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
113,940
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2025
Added 64.43%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Nov 13, 2025 Q3 2025 |
113,667
shares
|
$2.66 Million
2.11% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
110,776
shares
|
$2.59 Million
0.89% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
110,216
shares
|
$2.57 Million
0.28% of portfolio
|
Q3 2025
Added 25.01%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
109,298
shares
|
$2.55 Million
1.64% of portfolio
|
Q3 2025
Added 1.0%
|
|