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 |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
86,482
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
84,837
shares
|
$1.97 Million
1.58% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
83,296
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
81,420
shares
|
$1.89 Million
0.17% of portfolio
|
Q2 2025
Added 53.56%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
77,765
shares
|
$1.81 Million
1.28% of portfolio
|
Q1 2025
Reduced 3.13%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
75,083
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
74,764
shares
|
$1.74 Million
0.06% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,454
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Harbor Advisory Corp
|
May 13, 2025 Q1 2025 |
74,320
shares
|
$1.73 Million
0.58% of portfolio
|
Q1 2025
Added 14.96%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
74,050
shares
|
$1.72 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
72,703
shares
|
$1.69 Million
0.22% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
71,980
shares
|
$1.67 Million
1.03% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
70,829
shares
|
$1.65 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
69,598
shares
|
$1.62 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
67,786
shares
|
$1.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.13%
|
|
|
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%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
65,298
shares
|
$1.52 Million
0.22% of portfolio
|
Q2 2025
Added 166.62%
|
|
|
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
|
Q4 2024
Added 60.51%
|
|
|
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
|
$1.48 Million
0.41% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
61,771
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
60,477
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
59,971
shares
|
$1.39 Million
0.14% of portfolio
|
Q2 2025
Reduced 60.9%
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
59,601
shares
|
$1.39 Million
0.62% of portfolio
|
Q2 2025
Reduced 14.5%
|