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 |
|---|---|---|---|---|---|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
32,753
shares
|
$765,110
0.04% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
32,432
shares
|
$757,611
1.13% of portfolio
|
Q3 2022
Added 139.78%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
32,370
shares
|
$756,163
0.68% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
32,087
shares
|
$749,552
0.01% of portfolio
|
Q3 2025
Reduced 3.0%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
31,614
shares
|
$738,503
0.12% of portfolio
|
Q3 2025
Reduced 22.63%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
28,766
shares
|
$671,973
0.05% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
28,664
shares
|
$669,591
0.06% of portfolio
|
Q3 2025
Added 26.99%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
27,340
shares
|
$638,662
0.07% of portfolio
|
Q1 2024
Added 14.68%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
27,175
shares
|
$634,808
0.04% of portfolio
|
Q3 2025
Added 20.26%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
26,988
shares
|
$630,439
0.01% of portfolio
|
Q3 2025
Added 14.15%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
26,563
shares
|
$620,511
0.45% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Dearborn Partners LLC
|
Nov 10, 2025 Q3 2025 |
26,137
shares
|
$610,560
0.03% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
26,000
shares
|
$607,360
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 10, 2025 Q3 2025 |
25,802
shares
|
$602,734
0.09% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
25,534
shares
|
$596,474
0.38% of portfolio
|
Q3 2025
Added 8.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
25,421
shares
|
$593,834
0.0% of portfolio
|
Q2 2025
Added 47.09%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
24,754
shares
|
$578,253
0.1% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
24,749
shares
|
$578,136
0.05% of portfolio
|
Q3 2025
Reduced 12.36%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
24,636
shares
|
$575,496
0.04% of portfolio
|
Q3 2025
Added 32.99%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
24,566
shares
|
$573,861
0.23% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
24,349
shares
|
$568,792
0.06% of portfolio
|
Q1 2025
Added 38.27%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
23,889
shares
|
$558,047
0.37% of portfolio
|
Q3 2025
Added 26.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
23,701
shares
|
$553,655
0.01% of portfolio
|
Q3 2025
Added 17.97%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
23,391
shares
|
$546,413
0.0% of portfolio
|
Q3 2025
Added 17.74%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
22,865
shares
|
$534,126
0.05% of portfolio
|
Q3 2025
New holding
|
|