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 295 institutions that hold shares in the stock, with a total of 89.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
6,118,416
shares
|
$142 Million
0.01% of portfolio
|
Q1 2025
Added 9.27%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,726,525
shares
|
$110 Million
1.22% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
4,254,989
shares
|
$98.8 Million
2.01% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
4,081,746
shares
|
$94.8 Million
0.01% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
3,590,158
shares
|
$83.4 Million
7.66% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,954,447
shares
|
$68.6 Million
1.38% of portfolio
|
Q1 2025
Added 9.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,899,744
shares
|
$67.3 Million
0.03% of portfolio
|
Q1 2025
Added 35.68%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,449,807
shares
|
$56.9 Million
0.13% of portfolio
|
Q1 2025
Added 18.61%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,445,821
shares
|
$56.8 Million
0.02% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
2,275,246
shares
|
$52.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 36.42%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,871,474
shares
|
$43.5 Million
0.01% of portfolio
|
Q1 2025
Added 16.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,795,269
shares
|
$41.7 Million
0.01% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,746,624
shares
|
$40.6 Million
0.01% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
1,678,154
shares
|
$39 Million
2.84% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
1,513,953
shares
|
$35.2 Million
1.92% of portfolio
|
Q1 2025
Added 5.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,452,451
shares
|
$33.7 Million
0.05% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,436,776
shares
|
$33.4 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,401,940
shares
|
$32.6 Million
0.01% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
1,359,393
shares
|
$31.6 Million
1.37% of portfolio
|
Q1 2025
Reduced 50.08%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,332,602
shares
|
$30.9 Million
1.89% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,319,304
shares
|
$30.6 Million
5.01% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,283,606
shares
|
$29.8 Million
0.04% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,180,527
shares
|
$27.4 Million
0.17% of portfolio
|
Q1 2025
Added 65.84%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,034,209
shares
|
$24 Million
0.1% of portfolio
|
Q1 2025
Added 56.22%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
1,019,650
shares
|
$23.7 Million
0.03% of portfolio
|
Q1 2025
Added 4.48%
|