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 |
|---|---|---|---|---|---|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
74,890
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
73,173
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
72,075
shares
|
$1.68 Million
0.07% of portfolio
|
Q3 2025
Added 22.5%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
72,014
shares
|
$1.68 Million
0.02% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
69,598
shares
|
$1.63 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
69,125
shares
|
$1.61 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
69,044
shares
|
$1.61 Million
0.21% of portfolio
|
Q3 2025
Added 5.74%
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
68,788
shares
|
$1.61 Million
0.97% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
66,899
shares
|
$1.56 Million
0.17% of portfolio
|
Q3 2025
Added 27.49%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
66,450
shares
|
$1.55 Million
0.92% of portfolio
|
Q3 2025
Added 44.77%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
66,100
shares
|
$1.54 Million
0.14% of portfolio
|
Q3 2025
Added 134.0%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
65,989
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
65,593
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
65,316
shares
|
$1.53 Million
0.29% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
64,216
shares
|
$1.5 Million
0.5% of portfolio
|
Q3 2025
Added 33.17%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
62,476
shares
|
$1.46 Million
0.62% of portfolio
|
Q3 2025
Added 4.82%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
61,156
shares
|
$1.43 Million
0.98% of portfolio
|
Q3 2025
Added 23.2%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 07, 2025 Q3 2025 |
60,707
shares
|
$1.42 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
58,123
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
54,847
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 206.01%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
54,341
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
54,329
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 87.54%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
53,126
shares
|
$1.24 Million
0.17% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
52,034
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 35.73%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
51,095
shares
|
$1.19 Million
0.23% of portfolio
|
Q2 2025
Added 18.92%
|
|