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 |
|---|---|---|---|---|---|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
77,765
shares
|
$1.8 Million
1.28% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Camelot Portfolios, LLC
|
May 13, 2025 Q1 2025 |
76,670
shares
|
$1.78 Million
1.12% of portfolio
|
Q1 2025
Added 97.38%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
75,083
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
74,764
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
74,570
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
74,320
shares
|
$1.72 Million
0.58% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
72,703
shares
|
$1.69 Million
0.22% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
71,155
shares
|
$1.65 Million
0.28% of portfolio
|
Q1 2025
Added 27.23%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
70,829
shares
|
$1.64 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
69,712
shares
|
$1.62 Million
0.7% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
69,598
shares
|
$1.61 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
67,786
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.13%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Apr 17, 2025 Q1 2025 |
66,402
shares
|
$1.54 Million
0.55% of portfolio
|
Q1 2025
Added 38.1%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
65,793
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 28.13%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
64,912
shares
|
$1.51 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
64,591
shares
|
$1.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.84%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
64,185
shares
|
$1.49 Million
0.49% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
63,454
shares
|
$1.47 Million
0.41% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
61,771
shares
|
$1.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
60,477
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
57,472
shares
|
$1.33 Million
0.07% of portfolio
|
Q1 2025
Added 19.95%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
55,594
shares
|
$1.29 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
54,459
shares
|
$1.26 Million
0.2% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
53,020
shares
|
$1.23 Million
0.12% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
50,468
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 60.04%
|