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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
5,981
shares
|
$136,247
0.0% of portfolio
|
Q3 2024
Added 247.53%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,836
shares
|
$132,944
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
5,456
shares
|
$124,287
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
4,382
shares
|
$99,821
0.0% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Dec 19, 2024 Q3 2024 |
4,318
shares
|
$98,364
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
4,300
shares
|
$97,954
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$91,120
0.13% of portfolio
|
Q3 2024
Reduced 36.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
3,107
shares
|
$70,777
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
3,088
shares
|
$70,344
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
2,661
shares
|
$60,617
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,430
shares
|
$55,355
0.0% of portfolio
|
Q3 2024
Added 6842.86%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
2,181
shares
|
$49,683
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,820
shares
|
$41,459
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,330
shares
|
$30,297
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,326
shares
|
$30,206
0.0% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
1,239
shares
|
$28,224
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,210
shares
|
$27,563
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
1,075
shares
|
$24,488
0.01% of portfolio
|
Q2 2024
Added 3.37%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
1,000
shares
|
$22,780
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
875
shares
|
$19,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
820
shares
|
$18,679
0.0% of portfolio
|
Q4 2022
Added 5.81%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
815
shares
|
$18,565
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
800
shares
|
$18,224
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
645
shares
|
$14,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
600
shares
|
$13,668
0.0% of portfolio
|
Q2 2023
New holding
|