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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,019,650
shares
|
$23.7 Million
0.03% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
942,319
shares
|
$21.9 Million
3.97% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
912,316
shares
|
$21.2 Million
1.73% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
901,671
shares
|
$21 Million
1.96% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
860,714
shares
|
$20 Million
0.32% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
817,229
shares
|
$19 Million
1.57% of portfolio
|
Q1 2025
Added 13.99%
|
|
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
813,572
shares
|
$18.9 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Springs Wealth Group, LLC
|
May 15, 2025 Q1 2025 |
774,612
shares
|
$18 Million
6.56% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
747,461
shares
|
$17.4 Million
0.79% of portfolio
|
Q1 2025
Added 23.82%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
697,590
shares
|
$16.2 Million
1.81% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
672,200
shares
|
$15.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
622,702
shares
|
$14.5 Million
1.65% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
579,537
shares
|
$13.5 Million
0.04% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
542,644
shares
|
$12.6 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
496,326
shares
|
$11.5 Million
5.85% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
452,932
shares
|
$10.5 Million
0.03% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
448,430
shares
|
$10.4 Million
0.05% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
435,673
shares
|
$10.1 Million
0.33% of portfolio
|
Q2 2025
Added 21.24%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
417,279
shares
|
$9.71 Million
2.89% of portfolio
|
Q2 2025
Added 32.5%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
402,933
shares
|
$9.37 Million
0.02% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
402,169
shares
|
$9.35 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
396,864
shares
|
$9.23 Million
0.13% of portfolio
|
Q1 2025
Reduced 68.43%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
392,309
shares
|
$9.13 Million
1.8% of portfolio
|
Q1 2025
Added 43.46%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
383,137
shares
|
$8.91 Million
0.62% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
377,436
shares
|
$8.78 Million
1.8% of portfolio
|
Q1 2025
Added 6.28%
|