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 305 institutions that hold shares in the stock, with a total of 91.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
15,258
shares
|
$354,901
0.19% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15,168
shares
|
$352,807
0.01% of portfolio
|
Q1 2025
Added 57.97%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
15,009
shares
|
$349,109
0.34% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
14,706
shares
|
$342,061
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,602
shares
|
$339,642
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Lee Financial CO
Dallas, TX |
Jul 24, 2025 Q2 2025 |
14,550
shares
|
$338,433
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,441
shares
|
$335,897
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
13,653
shares
|
$317,568
0.05% of portfolio
|
Q2 2025
Reduced 12.07%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
13,558
shares
|
$315,359
0.06% of portfolio
|
Q1 2025
Added 13.12%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
13,476
shares
|
$313,451
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
13,420
shares
|
$312,149
0.12% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,200
shares
|
$307,032
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
12,650
shares
|
$294,239
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
12,380
shares
|
$287,958
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
12,378
shares
|
$287,912
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
12,165
shares
|
$282,957
0.14% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
11,319
shares
|
$263,279
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
11,160
shares
|
$259,581
0.08% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
11,110
shares
|
$258,418
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,920
shares
|
$253,999
0.02% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,860
shares
|
$252,603
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,646
shares
|
$247,625
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
10,600
shares
|
$246,556
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,589
shares
|
$246,300
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
10,470
shares
|
$243,532
0.16% of portfolio
|
Q2 2025
New holding
|