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 235 institutions that hold shares in the stock, with a total of 59.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
13,072
shares
|
$297,780
0.21% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
12,880
shares
|
$293,406
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
12,650
shares
|
$288,167
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
12,487
shares
|
$284,453
0.23% of portfolio
|
Q3 2024
Added 21.99%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
12,177
shares
|
$277,392
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
11,805
shares
|
$268,917
0.05% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
11,450
shares
|
$260,831
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
11,360
shares
|
$258,780
0.08% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
11,317
shares
|
$257,801
0.01% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
11,247
shares
|
$256,206
0.02% of portfolio
|
Q3 2024
Reduced 10.96%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,110
shares
|
$253,085
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,920
shares
|
$248,757
0.02% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
10,414
shares
|
$237,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
10,249
shares
|
$233,472
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
9,926
shares
|
$226,114
0.12% of portfolio
|
Q3 2024
Added 354.28%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
9,765
shares
|
$222,446
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,611
shares
|
$218,938
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
9,602
shares
|
$218,733
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,537
shares
|
$217,252
0.0% of portfolio
|
Q3 2024
Added 435.49%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
9,251
shares
|
$210,737
0.02% of portfolio
|
Q2 2024
Added 67.05%
|
|
|
Harbor Advisory Corp
|
Oct 21, 2024 Q3 2024 |
8,850
shares
|
$201,603
0.07% of portfolio
|
Q3 2024
Reduced 50.42%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
8,671
shares
|
$197,525
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
8,511
shares
|
$193,880
0.04% of portfolio
|
Q3 2024
Reduced 19.03%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,507
shares
|
$148,229
0.01% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,994
shares
|
$136,543
0.02% of portfolio
|
Q1 2024
Reduced 39.99%
|