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 347 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
5,693
shares
|
$132,988
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
5,284
shares
|
$123,434
0.01% of portfolio
|
Q4 2025
Added 9.35%
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
4,300
shares
|
$100,448
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
3,750
shares
|
$87,600
0.0% of portfolio
|
Q3 2025
Reduced 63.77%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
3,682
shares
|
$86,011
0.04% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,332
shares
|
$77,835
0.0% of portfolio
|
Q4 2024
Added 7.24%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
3,276
shares
|
$76,527
0.01% of portfolio
|
Q1 2025
Added 50.21%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,721
shares
|
$63,562
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
2,661
shares
|
$62,160
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,654
shares
|
$61,997
0.0% of portfolio
|
Q3 2025
Reduced 59.17%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
2,652
shares
|
$61,950
0.01% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
2,300
shares
|
$53,728
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 05, 2026 Q4 2025 |
2,100
shares
|
$49,056
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
2,009
shares
|
$46,930
0.0% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,820
shares
|
$42,515
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,719
shares
|
$40,155
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,485
shares
|
$34,689
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
1,480
shares
|
$34,572
0.0% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,455
shares
|
$33,988
0.0% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
1,275
shares
|
$29,784
0.0% of portfolio
|
Q2 2025
Added 45.71%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 03, 2025 Q3 2025 |
1,239
shares
|
$28,943
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
1,000
shares
|
$23,360
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
870
shares
|
$20,323
0.0% of portfolio
|
Q3 2025
Reduced 57.35%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
855
shares
|
$19,972
0.0% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
820
shares
|
$19,155
0.0% of portfolio
|
Q4 2022
Added 5.81%
|
|