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 270 institutions that hold shares in the stock, with a total of 80.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
7,800
shares
|
$179,712
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
7,526
shares
|
$173,399
0.1% of portfolio
|
Q4 2024
Added 37.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
6,600
shares
|
$152,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
6,507
shares
|
$149,921
0.01% of portfolio
|
Q3 2024
Added 15.17%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
5,994
shares
|
$138,101
0.02% of portfolio
|
Q1 2024
Reduced 39.99%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
5,836
shares
|
$134,461
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,538
shares
|
$127,595
0.0% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,996
shares
|
$115,107
0.0% of portfolio
|
Q4 2024
Reduced 97.94%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
4,300
shares
|
$99,072
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
4,260
shares
|
$98,150
0.0% of portfolio
|
Q4 2024
Reduced 28.77%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$92,160
0.13% of portfolio
|
Q3 2024
Reduced 36.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
3,332
shares
|
$76,769
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
3,114
shares
|
$71,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
3,088
shares
|
$71,147
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,000
shares
|
$69,120
0.03% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,760
shares
|
$63,590
0.01% of portfolio
|
Q4 2024
Added 513.33%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
2,661
shares
|
$61,309
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,463
shares
|
$56,747
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
2,181
shares
|
$50,250
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
2,080
shares
|
$47,923
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,839
shares
|
$42,370
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,820
shares
|
$41,932
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,455
shares
|
$33,523
0.01% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,330
shares
|
$30,643
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,326
shares
|
$30,551
0.0% of portfolio
|
Q3 2024
Reduced 4.33%
|