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 328 institutions that hold shares in the stock, with a total of 97.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
6,358,879
shares
|
$148 Million
0.01% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5,030,084
shares
|
$117 Million
1.05% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,510,759
shares
|
$105 Million
0.01% of portfolio
|
Q2 2025
Added 10.51%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,464,603
shares
|
$104 Million
1.92% of portfolio
|
Q2 2025
Added 4.93%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
3,540,014
shares
|
$82.5 Million
7.36% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,239,078
shares
|
$75.5 Million
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,799,668
shares
|
$65.2 Million
0.14% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,645,374
shares
|
$61.6 Million
0.02% of portfolio
|
Q2 2025
Added 8.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,573,093
shares
|
$60 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.26%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
2,484,645
shares
|
$57.9 Million
1.53% of portfolio
|
Q2 2025
Added 2331.16%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,965,833
shares
|
$45.8 Million
0.01% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,855,106
shares
|
$43.2 Million
0.01% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,851,059
shares
|
$43.1 Million
0.01% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
1,778,176
shares
|
$41.4 Million
2.78% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,737,633
shares
|
$40.5 Million
1.97% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,592,891
shares
|
$37.1 Million
0.01% of portfolio
|
Q2 2025
Added 13.62%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
1,523,416
shares
|
$35.5 Million
1.4% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,496,784
shares
|
$34.9 Million
0.05% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,442,239
shares
|
$33.6 Million
1.89% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,405,875
shares
|
$32.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.21%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,346,557
shares
|
$31.4 Million
1.74% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,344,114
shares
|
$31.3 Million
4.75% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,283,606
shares
|
$29.9 Million
0.04% of portfolio
|
Q3 2024
Added 24.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
1,162,411
shares
|
$27.1 Million
0.1% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,133,743
shares
|
$26.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.96%
|