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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
4,586,727
shares
|
$104 Million
0.03% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
3,653,378
shares
|
$83.2 Million
1.77% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,175,997
shares
|
$72.3 Million
1.19% of portfolio
|
Q3 2024
Added 38.03%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,755,499
shares
|
$62.8 Million
0.0% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,553,104
shares
|
$58.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.65%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,377,157
shares
|
$54.2 Million
1.17% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
2,071,777
shares
|
$47.2 Million
0.02% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,515,752
shares
|
$34.5 Million
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
1,382,320
shares
|
$31.5 Million
2.46% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,283,606
shares
|
$29.2 Million
0.04% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,269,239
shares
|
$28.9 Million
0.04% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,241,723
shares
|
$28.3 Million
1.3% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
1,211,319
shares
|
$27.6 Million
1.77% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,173,067
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,167,281
shares
|
$26.6 Million
0.01% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,127,337
shares
|
$25.7 Million
0.03% of portfolio
|
Q3 2024
Added 686.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,036,057
shares
|
$23.6 Million
0.36% of portfolio
|
Q3 2024
Added 3560.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,036,055
shares
|
$23.6 Million
0.01% of portfolio
|
Q3 2024
Added 12.04%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
967,083
shares
|
$22 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
942,319
shares
|
$21.5 Million
3.97% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
912,066
shares
|
$20.8 Million
0.14% of portfolio
|
Q3 2024
Added 131.45%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
890,484
shares
|
$20.3 Million
0.03% of portfolio
|
Q3 2024
Added 9.17%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
763,102
shares
|
$17.4 Million
0.29% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
676,437
shares
|
$15.4 Million
1.31% of portfolio
|
Q3 2024
Added 34.52%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
672,453
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 18.86%
|