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 235 institutions that hold shares in the stock, with a total of 59.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
20,258
shares
|
$461,072
0.2% of portfolio
|
Q1 2024
Added 116.32%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
19,434
shares
|
$442,317
0.26% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
19,303
shares
|
$439,336
0.07% of portfolio
|
Q3 2024
Added 7.67%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
18,504
shares
|
$421,151
0.11% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
18,185
shares
|
$413,890
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
17,629
shares
|
$401,236
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
17,610
shares
|
$400,803
0.05% of portfolio
|
Q4 2023
Added 58.51%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
17,234
shares
|
$392,245
0.16% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
17,225
shares
|
$392,041
0.01% of portfolio
|
Q1 2024
Added 9.54%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
17,135
shares
|
$389,992
0.06% of portfolio
|
Q3 2024
Added 77.03%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
16,918
shares
|
$385,053
0.0% of portfolio
|
Q2 2024
Added 1761.17%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
16,164
shares
|
$367,892
0.07% of portfolio
|
Q2 2024
Added 12.52%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
15,163
shares
|
$345,109
0.06% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
15,123
shares
|
$344,199
0.0% of portfolio
|
Q3 2024
Added 19.55%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
14,834
shares
|
$337,621
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
14,709
shares
|
$334,776
0.12% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
14,550
shares
|
$331,158
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
14,539
shares
|
$330,907
0.3% of portfolio
|
Q3 2024
Added 10.27%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
14,275
shares
|
$324,899
0.16% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
14,243
shares
|
$324,170
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
14,200
shares
|
$323,192
0.08% of portfolio
|
Q3 2024
Reduced 14.51%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
14,180
shares
|
$322,736
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
14,109
shares
|
$321,120
0.28% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
13,364
shares
|
$304,164
0.24% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,200
shares
|
$300,432
0.06% of portfolio
|
Q3 2024
New holding
|