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 |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
339,000
shares
|
$7.86 Million
3.36% of portfolio
|
Q1 2025
Added 10.64%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
314,935
shares
|
$7.3 Million
2.28% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
313,535
shares
|
$7.27 Million
4.49% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
305,658
shares
|
$7.09 Million
0.01% of portfolio
|
Q1 2025
Added 30.07%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
300,780
shares
|
$6.98 Million
2.05% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
297,561
shares
|
$6.9 Million
0.17% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
296,167
shares
|
$6.87 Million
0.28% of portfolio
|
Q1 2025
Added 53.75%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
May 01, 2025 Q1 2025 |
264,206
shares
|
$6.13 Million
3.42% of portfolio
|
Q1 2025
Added 11.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,468
shares
|
$5.92 Million
0.0% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
249,015
shares
|
$5.77 Million
0.25% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Spreng Capital Management, Inc.
|
May 13, 2025 Q1 2025 |
244,048
shares
|
$5.66 Million
2.58% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
243,874
shares
|
$5.66 Million
2.31% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
238,988
shares
|
$5.54 Million
1.51% of portfolio
|
Q1 2025
Added 502.62%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
232,847
shares
|
$5.4 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
231,000
shares
|
$5.36 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
230,332
shares
|
$5.34 Million
0.17% of portfolio
|
Q1 2025
Added 16.12%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
226,663
shares
|
$5.26 Million
1.3% of portfolio
|
Q1 2025
Added 13.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
223,767
shares
|
$5.19 Million
0.0% of portfolio
|
Q1 2025
Added 4378.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
219,393
shares
|
$5.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 80.97%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
211,792
shares
|
$4.91 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
211,535
shares
|
$4.91 Million
1.66% of portfolio
|
Q1 2025
Reduced 30.05%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
209,140
shares
|
$4.85 Million
1.66% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
207,400
shares
|
$4.81 Million
0.08% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
204,275
shares
|
$4.74 Million
2.5% of portfolio
|
Q1 2025
Reduced 24.12%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
201,948
shares
|
$4.68 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.03%
|