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 235 institutions that hold shares in the stock, with a total of 59.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
644,228
shares
|
$14.7 Million
5.67% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
602,855
shares
|
$13.7 Million
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
598,293
shares
|
$13.6 Million
1.32% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
561,568
shares
|
$12.8 Million
1.43% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
556,388
shares
|
$12.7 Million
0.04% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
542,644
shares
|
$12.4 Million
0.19% of portfolio
|
Q2 2022
New holding
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
472,925
shares
|
$10.8 Million
5.85% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
461,512
shares
|
$10.5 Million
0.48% of portfolio
|
Q3 2024
Added 47.15%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
396,090
shares
|
$9.02 Million
1.83% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
369,696
shares
|
$8.42 Million
0.04% of portfolio
|
Q3 2024
Added 38.66%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
361,541
shares
|
$8.24 Million
0.6% of portfolio
|
Q3 2024
Added 145.65%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
344,461
shares
|
$7.85 Million
1.71% of portfolio
|
Q3 2024
Added 26.09%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
328,067
shares
|
$7.47 Million
0.0% of portfolio
|
Q3 2024
Added 793.75%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
321,808
shares
|
$7.33 Million
0.02% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
305,924
shares
|
$6.97 Million
0.66% of portfolio
|
Q3 2024
Added 23.26%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
298,436
shares
|
$6.8 Million
4.08% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
298,051
shares
|
$6.79 Million
0.3% of portfolio
|
Q3 2024
Added 57.97%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
295,557
shares
|
$6.73 Million
2.08% of portfolio
|
Q3 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
291,943
shares
|
$6.65 Million
2.07% of portfolio
|
Q3 2024
Reduced 4.98%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
286,271
shares
|
$6.52 Million
2.17% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
273,459
shares
|
$6.23 Million
1.25% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
273,347
shares
|
$6.23 Million
0.24% of portfolio
|
Q3 2024
Added 7.95%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
272,895
shares
|
$6.22 Million
2.6% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,468
shares
|
$5.82 Million
0.0% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
246,605
shares
|
$5.62 Million
0.08% of portfolio
|
Q3 2024
New holding
|