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 234 institutions that hold shares in the stock, with a total of 59.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
242,371
shares
|
$5.57 Million
0.0% of portfolio
|
Q3 2024
Added 16778.2%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
237,141
shares
|
$5.45 Million
2.29% of portfolio
|
Q3 2024
Added 1.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
231,581
shares
|
$5.32 Million
0.03% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
229,310
shares
|
$5.27 Million
0.23% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
227,411
shares
|
$5.22 Million
0.08% of portfolio
|
Q3 2024
Added 202.1%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
225,768
shares
|
$5.19 Million
1.64% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
218,174
shares
|
$5.01 Million
2.39% of portfolio
|
Q3 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
211,792
shares
|
$4.86 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
192,782
shares
|
$4.43 Million
0.0% of portfolio
|
Q3 2024
Added 91.43%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
192,654
shares
|
$4.43 Million
0.11% of portfolio
|
Q3 2024
Added 51.13%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
189,348
shares
|
$4.35 Million
1.12% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
189,083
shares
|
$4.34 Million
0.08% of portfolio
|
Q2 2024
Added 20.63%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
188,494
shares
|
$4.33 Million
1.83% of portfolio
|
Q3 2024
Added 19.89%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Oct 31, 2024 Q3 2024 |
186,997
shares
|
$4.3 Million
1.56% of portfolio
|
Q3 2024
New holding
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
172,728
shares
|
$3.97 Million
0.3% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
168,282
shares
|
$3.87 Million
0.12% of portfolio
|
Q3 2024
Added 10.73%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
160,979
shares
|
$3.7 Million
2.6% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
159,711
shares
|
$3.67 Million
0.09% of portfolio
|
Q3 2024
Added 35.87%
|
|
|
4 Thought Financial Group Inc.
|
Oct 24, 2024 Q3 2024 |
158,637
shares
|
$3.64 Million
2.38% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
145,022
shares
|
$3.33 Million
1.12% of portfolio
|
Q3 2024
Added 16.29%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
144,301
shares
|
$3.31 Million
0.8% of portfolio
|
Q3 2024
Added 14.89%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
142,702
shares
|
$3.28 Million
0.57% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
142,473
shares
|
$3.27 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
138,406
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
135,861
shares
|
$3.12 Million
0.84% of portfolio
|
Q3 2024
Added 5.76%
|