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 |
|---|---|---|---|---|---|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
13,476
shares
|
$311,160
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
13,420
shares
|
$309,867
0.12% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,200
shares
|
$304,788
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
12,650
shares
|
$292,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
12,380
shares
|
$285,854
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
12,378
shares
|
$285,808
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
12,165
shares
|
$280,889
0.15% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
11,986
shares
|
$276,756
0.05% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
11,319
shares
|
$261,355
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
11,160
shares
|
$257,684
0.08% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
11,110
shares
|
$256,529
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,920
shares
|
$252,142
0.02% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,860
shares
|
$250,757
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,646
shares
|
$245,816
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
10,600
shares
|
$244,754
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,589
shares
|
$244,500
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
10,575
shares
|
$244,176
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
10,056
shares
|
$232,193
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,986
shares
|
$230,576
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
9,765
shares
|
$225,473
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,611
shares
|
$221,917
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
9,574
shares
|
$221,063
0.01% of portfolio
|
Q1 2025
Added 64.05%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
9,251
shares
|
$213,605
0.02% of portfolio
|
Q2 2024
Added 67.05%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
9,198
shares
|
$212,381
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
9,080
shares
|
$209,657
0.05% of portfolio
|
Q1 2025
New holding
|