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 |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
198,111
shares
|
$4.59 Million
0.26% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
198,097
shares
|
$4.59 Million
0.3% of portfolio
|
Q1 2025
Added 47.95%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
195,836
shares
|
$4.54 Million
0.09% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
194,841
shares
|
$4.52 Million
0.02% of portfolio
|
Q1 2025
Added 39.78%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
193,933
shares
|
$4.5 Million
1.08% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
4 Thought Financial Group Inc.
|
Apr 23, 2025 Q1 2025 |
191,908
shares
|
$4.45 Million
2.92% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
189,083
shares
|
$4.38 Million
0.08% of portfolio
|
Q2 2024
Added 20.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
184,221
shares
|
$4.27 Million
0.05% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
182,883
shares
|
$4.24 Million
0.31% of portfolio
|
Q1 2025
Added 20.81%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
180,429
shares
|
$4.18 Million
0.3% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
179,764
shares
|
$4.17 Million
3.13% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
175,505
shares
|
$4.07 Million
0.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Apr 15, 2025 Q1 2025 |
174,705
shares
|
$4.05 Million
2.57% of portfolio
|
Q1 2025
Added 13.07%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
171,205
shares
|
$3.97 Million
0.34% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
159,990
shares
|
$3.71 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
153,387
shares
|
$3.56 Million
0.38% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
152,255
shares
|
$3.53 Million
0.17% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
145,651
shares
|
$3.38 Million
0.9% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
144,790
shares
|
$3.36 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
143,973
shares
|
$3.34 Million
2.28% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
142,530
shares
|
$3.31 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
138,004
shares
|
$3.2 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
131,205
shares
|
$3.04 Million
2.4% of portfolio
|
Q1 2025
New holding
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
127,978
shares
|
$2.97 Million
1.9% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebrook Private Inc.
Northville, MI |
Apr 30, 2025 Q1 2025 |
126,675
shares
|
$2.94 Million
0.76% of portfolio
|
Q1 2025
Added 4.45%
|