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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,309
shares
|
$30,355
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
1,239
shares
|
$28,732
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
875
shares
|
$20,291
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
868
shares
|
$20,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
866
shares
|
$20,082
0.0% of portfolio
|
Q1 2025
Reduced 28.43%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
835
shares
|
$19,363
0.0% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
826
shares
|
$19,154
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
820
shares
|
$19,015
0.0% of portfolio
|
Q4 2022
Added 5.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
780
shares
|
$18,088
0.0% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
732
shares
|
$16,975
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$13,914
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
530
shares
|
$12,290
0.0% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
471
shares
|
$10,922
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
435
shares
|
$10,087
0.0% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
329
shares
|
$7,629
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
325
shares
|
$7,536
0.0% of portfolio
|
Q4 2024
Reduced 99.31%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
269
shares
|
$6,238
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
71
shares
|
$1,646
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51
shares
|
$1,182
0.0% of portfolio
|
Q2 2024
Reduced 96.06%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|