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 337 institutions that hold shares in the stock, with a total of 100 Million shares, which have been reported (via 13F filing form) to have a value of $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
416,338
shares
|
$9.8 Million
1.67% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
407,135
shares
|
$9.58 Million
1.74% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
403,174
shares
|
$9.49 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
395,000
shares
|
$9.3 Million
5.43% of portfolio
|
Q2 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
383,137
shares
|
$9.02 Million
0.62% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
365,736
shares
|
$8.61 Million
0.69% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
347,748
shares
|
$8.19 Million
0.01% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
341,400
shares
|
$8.04 Million
3.29% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
317,423
shares
|
$7.47 Million
4.35% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
306,378
shares
|
$7.21 Million
1.81% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
305,786
shares
|
$7.2 Million
0.17% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
304,187
shares
|
$7.16 Million
0.27% of portfolio
|
Q2 2025
Added 2.71%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
277,086
shares
|
$6.52 Million
0.11% of portfolio
|
Q2 2025
Added 41.49%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
268,254
shares
|
$6.31 Million
3.06% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
261,036
shares
|
$6.14 Million
2.24% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,468
shares
|
$6.01 Million
0.0% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
255,337
shares
|
$6.01 Million
0.12% of portfolio
|
Q2 2025
Added 9.66%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
254,106
shares
|
$5.98 Million
0.01% of portfolio
|
Q2 2025
Added 15.82%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
254,056
shares
|
$5.98 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Oct 09, 2025 Q3 2025 |
253,179
shares
|
$5.96 Million
3.47% of portfolio
|
Q3 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
252,442
shares
|
$5.94 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
249,015
shares
|
$5.86 Million
0.25% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
246,678
shares
|
$5.81 Million
2.4% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
244,826
shares
|
$5.76 Million
1.2% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
242,055
shares
|
$5.7 Million
0.37% of portfolio
|
Q3 2025
Added 25.64%
|