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 305 institutions that hold shares in the stock, with a total of 91.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
198,111
shares
|
$4.61 Million
0.26% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
198,097
shares
|
$4.61 Million
0.3% of portfolio
|
Q1 2025
Added 47.95%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
195,836
shares
|
$4.56 Million
0.09% of portfolio
|
Q1 2025
Added 20.71%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
194,841
shares
|
$4.53 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
|
$4.51 Million
1.08% of portfolio
|
Q1 2025
Added 12.1%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
192,654
shares
|
$4.48 Million
0.33% of portfolio
|
Q2 2025
Added 35.17%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
191,150
shares
|
$4.45 Million
0.28% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
189,083
shares
|
$4.4 Million
0.08% of portfolio
|
Q2 2024
Added 20.63%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
184,648
shares
|
$4.29 Million
0.29% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
184,221
shares
|
$4.28 Million
0.05% of portfolio
|
Q1 2025
Added 13.77%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
May 13, 2025 Q1 2025 |
179,764
shares
|
$4.18 Million
3.13% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
179,185
shares
|
$4.17 Million
2.63% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
175,505
shares
|
$4.08 Million
0.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
173,554
shares
|
$4.04 Million
2.28% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
171,205
shares
|
$3.98 Million
0.34% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
164,675
shares
|
$3.83 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
159,990
shares
|
$3.72 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
158,931
shares
|
$3.7 Million
0.16% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
157,165
shares
|
$3.66 Million
0.29% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
145,651
shares
|
$3.39 Million
0.9% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
144,790
shares
|
$3.37 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
143,973
shares
|
$3.35 Million
2.28% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
134,675
shares
|
$3.13 Million
2.43% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
131,551
shares
|
$3.06 Million
0.75% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
130,924
shares
|
$3.05 Million
0.57% of portfolio
|
Q2 2025
Reduced 5.13%
|