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 267 institutions that hold shares in the stock, with a total of 80.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.84 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
5,599,326
shares
|
$128 Million
0.01% of portfolio
|
Q4 2024
Added 119.31%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,201,680
shares
|
$96.3 Million
1.08% of portfolio
|
Q4 2024
Added 32.29%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
3,885,780
shares
|
$89 Million
1.81% of portfolio
|
Q4 2024
Added 6.36%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,614,987
shares
|
$82.8 Million
0.01% of portfolio
|
Q4 2024
Added 31.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,578,733
shares
|
$82 Million
0.02% of portfolio
|
Q4 2024
Reduced 21.98%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,723,402
shares
|
$62.4 Million
1.95% of portfolio
|
Q4 2024
Added 119.32%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,700,735
shares
|
$61.9 Million
1.28% of portfolio
|
Q4 2024
Added 13.61%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,310,665
shares
|
$52.9 Million
0.02% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,137,195
shares
|
$49 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
2,065,502
shares
|
$47.3 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,645,736
shares
|
$37.7 Million
0.01% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,609,953
shares
|
$36.9 Million
0.01% of portfolio
|
Q4 2024
Added 37.92%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
1,536,141
shares
|
$35.2 Million
2.62% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,523,735
shares
|
$34.9 Million
0.01% of portfolio
|
Q4 2024
Added 29.89%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
1,450,703
shares
|
$33.2 Million
1.96% of portfolio
|
Q4 2024
New holding
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
1,434,449
shares
|
$32.9 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,395,420
shares
|
$32 Million
0.04% of portfolio
|
Q4 2024
Added 9.94%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,283,606
shares
|
$29.4 Million
0.04% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
1,281,609
shares
|
$29.4 Million
1.8% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Feb 13, 2025 Q4 2024 |
1,264,174
shares
|
$29 Million
4.61% of portfolio
|
Q4 2024
Added 6449.11%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
1,257,084
shares
|
$28.8 Million
0.42% of portfolio
|
Q4 2024
Added 21.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
1,153,023
shares
|
$26.4 Million
0.03% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,118,363
shares
|
$25.6 Million
0.01% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
975,967
shares
|
$22.4 Million
0.03% of portfolio
|
Q4 2024
Added 9.6%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
942,319
shares
|
$21.6 Million
3.97% of portfolio
|
Q3 2024
Added 3.83%
|