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 |
|---|---|---|---|---|---|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
34,412
shares
|
$800,423
0.46% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
34,192
shares
|
$795,305
0.4% of portfolio
|
Q4 2024
Added 38.32%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
33,844
shares
|
$787,211
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
32,753
shares
|
$761,834
0.05% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
32,720
shares
|
$761,067
0.01% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
32,432
shares
|
$754,368
1.13% of portfolio
|
Q3 2022
Added 139.78%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
31,939
shares
|
$742,901
0.36% of portfolio
|
Q2 2025
Added 63.62%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
31,434
shares
|
$731,154
0.01% of portfolio
|
Q1 2025
Added 145.71%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
31,044
shares
|
$722,083
0.02% of portfolio
|
Q1 2025
Reduced 44.89%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
30,722
shares
|
$714,593
0.01% of portfolio
|
Q1 2025
Added 156.12%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
29,388
shares
|
$683,564
0.05% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
28,866
shares
|
$671,423
0.06% of portfolio
|
Q1 2025
Added 116.73%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
27,340
shares
|
$635,928
0.08% of portfolio
|
Q1 2024
Added 14.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,216
shares
|
$633,044
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Jacobi Capital Management LLC
|
May 27, 2025 Q1 2025 |
27,114
shares
|
$630,671
0.05% of portfolio
|
Q1 2025
Added 17.18%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
26,793
shares
|
$623,205
0.03% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
26,593
shares
|
$618,553
0.04% of portfolio
|
Q1 2025
Added 133.99%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
26,229
shares
|
$610,086
0.12% of portfolio
|
Q4 2024
Added 48.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
26,000
shares
|
$604,760
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
25,651
shares
|
$596,642
0.5% of portfolio
|
Q1 2025
Added 81.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,600
shares
|
$595,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
24,349
shares
|
$566,357
0.07% of portfolio
|
Q1 2025
Added 38.27%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
23,929
shares
|
$556,588
0.26% of portfolio
|
Q1 2025
Added 37.82%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
23,750
shares
|
$552,425
0.55% of portfolio
|
Q1 2025
Added 204.49%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
23,650
shares
|
$550,099
0.36% of portfolio
|
Q1 2025
New holding
|