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 |
|---|---|---|---|---|---|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
10,147
shares
|
$236,019
0.05% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,986
shares
|
$232,274
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
9,765
shares
|
$227,133
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,611
shares
|
$223,551
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
9,574
shares
|
$222,691
0.01% of portfolio
|
Q1 2025
Added 64.05%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
9,251
shares
|
$215,178
0.02% of portfolio
|
Q2 2024
Added 67.05%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
9,198
shares
|
$213,945
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
9,080
shares
|
$211,200
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
8,920
shares
|
$207,479
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
8,746
shares
|
$203,431
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
8,391
shares
|
$195,174
0.11% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
7,335
shares
|
$170,612
0.04% of portfolio
|
Q1 2025
Added 165.76%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,600
shares
|
$153,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,994
shares
|
$139,420
0.02% of portfolio
|
Q1 2024
Reduced 39.99%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,650
shares
|
$131,419
0.01% of portfolio
|
Q1 2025
Reduced 13.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,582
shares
|
$129,837
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
4,958
shares
|
$115,323
0.04% of portfolio
|
Q2 2025
Added 65.27%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
4,325
shares
|
$100,599
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
4,300
shares
|
$100,018
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,258
shares
|
$99,041
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,238
shares
|
$98,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,332
shares
|
$77,502
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
3,276
shares
|
$76,199
0.01% of portfolio
|
Q1 2025
Added 50.21%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
3,184
shares
|
$74,059
0.05% of portfolio
|
Q1 2025
Added 73.14%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,856
shares
|
$66,430
0.0% of portfolio
|
Q1 2025
Reduced 32.96%
|