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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
230,233
shares
|
$5.42 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
223,767
shares
|
$5.27 Million
0.0% of portfolio
|
Q1 2025
Added 4378.92%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
211,792
shares
|
$4.99 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
210,204
shares
|
$4.95 Million
0.01% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
209,684
shares
|
$4.94 Million
0.3% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
206,974
shares
|
$4.87 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
205,951
shares
|
$4.85 Million
1.5% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
205,435
shares
|
$4.84 Million
1.63% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
202,900
shares
|
$4.78 Million
1.96% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
198,111
shares
|
$4.66 Million
0.26% of portfolio
|
Q1 2025
Added 12.76%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
194,345
shares
|
$4.57 Million
2.72% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
191,150
shares
|
$4.5 Million
0.28% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
190,671
shares
|
$4.49 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
189,083
shares
|
$4.45 Million
0.08% of portfolio
|
Q2 2024
Added 20.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
188,990
shares
|
$4.45 Million
0.05% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
185,406
shares
|
$4.36 Million
1.95% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Aug 14, 2025 Q2 2025 |
176,304
shares
|
$4.15 Million
2.8% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
175,563
shares
|
$4.13 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
175,370
shares
|
$4.13 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
174,944
shares
|
$4.12 Million
0.9% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
174,299
shares
|
$4.1 Million
0.17% of portfolio
|
Q3 2025
Added 9.67%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
173,554
shares
|
$4.09 Million
2.28% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
171,205
shares
|
$4.03 Million
0.34% of portfolio
|
Q4 2024
Added 33.63%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
170,106
shares
|
$4 Million
0.97% of portfolio
|
Q2 2025
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
167,228
shares
|
$3.94 Million
0.75% of portfolio
|
Q3 2025
Added 38.13%
|