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 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
2,661
shares
|
$61,894
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,300
shares
|
$53,498
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
2,040
shares
|
$47,450
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,952
shares
|
$45,403
0.0% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,820
shares
|
$42,333
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,736
shares
|
$40,379
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
1,455
shares
|
$33,843
0.01% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,330
shares
|
$30,935
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,309
shares
|
$30,447
0.0% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,297
shares
|
$30,168
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,275
shares
|
$29,656
0.0% of portfolio
|
Q2 2025
Added 45.71%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
1,239
shares
|
$28,819
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
883
shares
|
$20,538
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
868
shares
|
$20,189
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
845
shares
|
$19,654
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
826
shares
|
$19,212
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
820
shares
|
$19,073
0.0% of portfolio
|
Q4 2022
Added 5.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
790
shares
|
$18,375
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
732
shares
|
$17,026
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$13,956
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
530
shares
|
$12,327
0.0% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
471
shares
|
$10,955
0.0% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
440
shares
|
$10,234
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
329
shares
|
$7,652
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
325
shares
|
$7,559
0.0% of portfolio
|
Q4 2024
Reduced 99.31%
|