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 |
|---|---|---|---|---|---|
|
First National Bank & Trust CO Of Newtown
|
Jul 21, 2025 Q2 2025 |
159,990
shares
|
$3.77 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 16, 2025 Q3 2025 |
158,792
shares
|
$3.74 Million
0.35% of portfolio
|
Q3 2025
Added 37.91%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
157,165
shares
|
$3.7 Million
0.29% of portfolio
|
Q2 2025
Added 24.22%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
156,301
shares
|
$3.68 Million
2.18% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
148,850
shares
|
$3.5 Million
0.27% of portfolio
|
Q3 2025
Added 82.82%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
148,501
shares
|
$3.5 Million
0.86% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
146,023
shares
|
$3.44 Million
0.08% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
140,458
shares
|
$3.31 Million
0.01% of portfolio
|
Q2 2025
Added 18.65%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
137,256
shares
|
$3.23 Million
0.71% of portfolio
|
Q3 2025
Added 4.34%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
134,675
shares
|
$3.17 Million
2.43% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
133,393
shares
|
$3.14 Million
2.05% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
132,274
shares
|
$3.11 Million
0.01% of portfolio
|
Q2 2025
Added 47.71%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
130,049
shares
|
$3.06 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
129,074
shares
|
$3.04 Million
0.7% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
127,833
shares
|
$3.01 Million
1.89% of portfolio
|
Q2 2025
Added 7.77%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
126,825
shares
|
$2.99 Million
0.03% of portfolio
|
Q3 2025
Added 23.83%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
126,028
shares
|
$2.97 Million
0.19% of portfolio
|
Q3 2025
Added 9.14%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
124,671
shares
|
$2.93 Million
2.18% of portfolio
|
Q2 2024
Added 4.73%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
121,649
shares
|
$2.86 Million
0.04% of portfolio
|
Q2 2025
Reduced 90.28%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
111,739
shares
|
$2.63 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
110,776
shares
|
$2.61 Million
0.89% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
110,726
shares
|
$2.61 Million
0.0% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
109,298
shares
|
$2.57 Million
1.64% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
106,560
shares
|
$2.51 Million
0.37% of portfolio
|
Q3 2025
Added 12.09%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
106,354
shares
|
$2.5 Million
0.04% of portfolio
|
Q3 2025
Added 18.19%
|