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 |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
980,020
shares
|
$22.7 Million
0.64% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
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%
|
|
|
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%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
838,505
shares
|
$19.4 Million
1.74% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
830,776
shares
|
$19.3 Million
1.97% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
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
|
$17.3 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\
|
May 08, 2025 Q1 2025 |
675,095
shares
|
$15.7 Million
0.02% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
622,702
shares
|
$14.4 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
|
$13.4 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%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
448,430
shares
|
$10.4 Million
0.05% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
439,247
shares
|
$10.2 Million
0.03% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
402,933
shares
|
$9.34 Million
0.02% of portfolio
|
Q1 2025
Added 13.33%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
402,169
shares
|
$9.33 Million
1.91% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
396,864
shares
|
$9.2 Million
0.13% of portfolio
|
Q1 2025
Reduced 68.43%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
392,309
shares
|
$9.1 Million
1.8% of portfolio
|
Q1 2025
Added 43.46%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
377,436
shares
|
$8.75 Million
1.88% of portfolio
|
Q1 2025
Added 6.28%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
376,887
shares
|
$8.74 Million
0.63% of portfolio
|
Q1 2025
Added 1.9%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
359,346
shares
|
$8.33 Million
0.29% of portfolio
|
Q1 2025
Added 6.58%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
346,703
shares
|
$8.04 Million
0.76% of portfolio
|
Q1 2025
Added 5.84%
|