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 |
|---|---|---|---|---|---|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
101,238
shares
|
$2.38 Million
0.04% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
100,255
shares
|
$2.36 Million
0.51% of portfolio
|
Q1 2025
Added 63.27%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
99,370
shares
|
$2.34 Million
0.23% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
96,944
shares
|
$2.28 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
95,000
shares
|
$2.24 Million
0.1% of portfolio
|
Q3 2025
Added 8.08%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
93,548
shares
|
$2.2 Million
0.02% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
93,308
shares
|
$2.2 Million
0.72% of portfolio
|
Q2 2025
Added 40.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
92,494
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
91,533
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.81%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
88,166
shares
|
$2.08 Million
0.24% of portfolio
|
Q2 2025
Added 58.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
87,832
shares
|
$2.07 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
85,667
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
84,837
shares
|
$2 Million
1.58% of portfolio
|
Q2 2025
Added 8.57%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
84,497
shares
|
$1.99 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
83,094
shares
|
$1.96 Million
0.1% of portfolio
|
Q2 2025
Added 465.03%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
78,874
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
78,820
shares
|
$1.86 Million
0.59% of portfolio
|
Q2 2025
Added 6.05%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
75,157
shares
|
$1.77 Million
1.2% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
74,890
shares
|
$1.76 Million
0.11% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
74,640
shares
|
$1.76 Million
0.21% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
74,454
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
71,980
shares
|
$1.69 Million
1.03% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
71,200
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
69,598
shares
|
$1.64 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
69,402
shares
|
$1.63 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.01%
|