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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
64,241
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 279.72%
|
|
|
Snider Financial Group
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
62,984
shares
|
$1.46 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
61,405
shares
|
$1.42 Million
0.31% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
61,359
shares
|
$1.42 Million
0.39% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
59,227
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 19.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
56,333
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
55,925
shares
|
$1.29 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
55,426
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
51,349
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 27.67%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
48,918
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
48,522
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 104.02%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
48,454
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
48,083
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
47,912
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 67.42%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
46,839
shares
|
$1.08 Million
0.6% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
42,844
shares
|
$990,981
0.11% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
42,536
shares
|
$983,857
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
42,420
shares
|
$981,174
0.15% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
40,819
shares
|
$944,143
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
40,690
shares
|
$941,159
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
40,555
shares
|
$938,037
0.16% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Inves Trust
Oklahoma City, OK |
Jan 08, 2025 Q4 2024 |
39,658
shares
|
$917,289
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Camelot Portfolios, LLC
|
Feb 03, 2025 Q4 2024 |
38,843
shares
|
$898,438
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
38,600
shares
|
$892,818
0.08% of portfolio
|
Q4 2024
Added 31.07%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
37,893
shares
|
$876,465
0.26% of portfolio
|
Q4 2020
Reduced 79.03%
|