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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
36,216
shares
|
$837,676
0.0% of portfolio
|
Q4 2024
Added 37.83%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
35,879
shares
|
$829,881
0.01% of portfolio
|
Q4 2024
Added 34.52%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
35,144
shares
|
$812,880
0.0% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
34,929
shares
|
$807,907
0.52% of portfolio
|
Q4 2024
Reduced 17.34%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
34,192
shares
|
$790,860
0.39% of portfolio
|
Q4 2024
Added 38.32%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
33,323
shares
|
$770,760
0.05% of portfolio
|
Q4 2024
Added 284.3%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
32,432
shares
|
$750,152
1.13% of portfolio
|
Q3 2022
Added 139.78%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
31,409
shares
|
$726,490
0.44% of portfolio
|
Q4 2024
Added 29.27%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
30,925
shares
|
$715,295
0.05% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
30,336
shares
|
$701,671
0.01% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
30,215
shares
|
$698,872
0.18% of portfolio
|
Q4 2024
Added 112.78%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
30,180
shares
|
$698,063
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
29,640
shares
|
$685,573
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
27,340
shares
|
$632,374
0.08% of portfolio
|
Q1 2024
Added 14.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
26,724
shares
|
$618,126
0.0% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
26,229
shares
|
$606,676
0.11% of portfolio
|
Q4 2024
Added 48.78%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
26,128
shares
|
$604,340
0.1% of portfolio
|
Q4 2024
Added 27.64%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
26,000
shares
|
$601,380
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
24,635
shares
|
$569,807
0.07% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
24,259
shares
|
$561,110
0.31% of portfolio
|
Q4 2024
Added 24.83%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
23,702
shares
|
$548,227
0.03% of portfolio
|
Q4 2024
Added 30.34%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
23,138
shares
|
$535,181
0.04% of portfolio
|
Q4 2024
Added 63.17%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
22,655
shares
|
$524,010
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,495
shares
|
$520,309
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
22,417
shares
|
$518,505
0.0% of portfolio
|
Q4 2024
Added 135.05%
|