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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
108,761
shares
|
$2.54 Million
0.03% of portfolio
|
Q3 2025
Reduced 38.05%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
108,260
shares
|
$2.53 Million
0.18% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
106,560
shares
|
$2.49 Million
0.37% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
106,354
shares
|
$2.48 Million
0.04% of portfolio
|
Q3 2025
Added 18.19%
|
|
|
Meitav Dash Investments LTD
|
Oct 29, 2025 Q3 2025 |
104,488
shares
|
$2.44 Million
0.04% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
102,876
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2025
Added 30.43%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
101,928
shares
|
$2.38 Million
0.21% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
100,255
shares
|
$2.34 Million
0.51% of portfolio
|
Q1 2025
Added 63.27%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
99,498
shares
|
$2.32 Million
0.73% of portfolio
|
Q3 2025
Reduced 33.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
98,524
shares
|
$2.3 Million
0.03% of portfolio
|
Q3 2025
Added 231.66%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
96,330
shares
|
$2.25 Million
1.99% of portfolio
|
Q3 2025
Reduced 52.52%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
95,000
shares
|
$2.22 Million
0.1% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
91,673
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
91,533
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
90,047
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2025
Added 56.63%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
87,832
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
85,957
shares
|
$2.01 Million
0.0% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
85,667
shares
|
$2 Million
0.06% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
84,837
shares
|
$1.98 Million
1.58% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
84,497
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
78,820
shares
|
$1.84 Million
0.55% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
78,128
shares
|
$1.83 Million
0.2% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
75,413
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2025
Added 15.7%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
75,157
shares
|
$1.76 Million
1.2% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
74,971
shares
|
$1.75 Million
0.1% of portfolio
|
Q3 2025
Added 108.76%
|
|