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 295 institutions that hold shares in the stock, with a total of 89.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
8,920
shares
|
$206,854
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
8,391
shares
|
$194,587
0.11% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
7,335
shares
|
$170,098
0.04% of portfolio
|
Q1 2025
Added 165.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,600
shares
|
$153,054
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,994
shares
|
$139,000
0.02% of portfolio
|
Q1 2024
Reduced 39.99%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,650
shares
|
$131,023
0.01% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,582
shares
|
$129,446
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
4,300
shares
|
$99,717
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,258
shares
|
$98,743
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,238
shares
|
$98,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,332
shares
|
$77,269
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
3,276
shares
|
$75,970
0.01% of portfolio
|
Q1 2025
Added 50.21%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,184
shares
|
$73,836
0.05% of portfolio
|
Q1 2025
Added 73.14%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$69,570
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,856
shares
|
$66,230
0.0% of portfolio
|
Q1 2025
Reduced 32.96%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
2,661
shares
|
$61,708
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
2,300
shares
|
$53,337
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
2,080
shares
|
$48,235
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,040
shares
|
$47,307
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,928
shares
|
$44,710
0.0% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,820
shares
|
$42,205
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,736
shares
|
$40,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
1,640
shares
|
$38,031
0.0% of portfolio
|
Q1 2025
Added 105.0%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,455
shares
|
$33,741
0.01% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,330
shares
|
$30,842
0.01% of portfolio
|
Q4 2022
New holding
|