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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,736
shares
|
$40,448
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,719
shares
|
$40,052
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,501
shares
|
$34,973
0.0% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
1,455
shares
|
$33,901
0.0% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,297
shares
|
$30,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,275
shares
|
$29,707
0.0% of portfolio
|
Q2 2025
Added 45.71%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
1,239
shares
|
$28,868
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
1,091
shares
|
$25,420
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
883
shares
|
$20,573
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
845
shares
|
$19,688
0.0% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
837
shares
|
$19,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
826
shares
|
$19,245
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
820
shares
|
$19,106
0.0% of portfolio
|
Q4 2022
Added 5.81%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
790
shares
|
$18,407
0.0% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
732
shares
|
$17,055
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
682
shares
|
$15,890
0.0% of portfolio
|
Q2 2025
Added 44.8%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
682
shares
|
$15,890
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$13,980
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
530
shares
|
$12,349
0.0% of portfolio
|
Q1 2025
Reduced 11.67%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
440
shares
|
$10,252
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
386
shares
|
$8,993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
329
shares
|
$7,665
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
325
shares
|
$7,572
0.0% of portfolio
|
Q4 2024
Reduced 99.31%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
269
shares
|
$6,267
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
151
shares
|
$3,518
0.0% of portfolio
|
Q2 2025
New holding
|