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 275 institutions that hold shares in the stock, with a total of 81.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
303,895
shares
|
$7.03 Million
2.12% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
302,422
shares
|
$7 Million
2.24% of portfolio
|
Q4 2024
Added 33.95%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
297,938
shares
|
$6.89 Million
1.97% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
276,410
shares
|
$6.39 Million
0.16% of portfolio
|
Q4 2024
Added 73.07%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
273,459
shares
|
$6.33 Million
1.25% of portfolio
|
Q3 2024
Added 15.12%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
270,416
shares
|
$6.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
269,214
shares
|
$6.23 Million
2.29% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
255,468
shares
|
$5.91 Million
0.0% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
239,060
shares
|
$5.53 Million
2.3% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Inves Trust
Oklahoma City, OK |
Apr 09, 2025 Q1 2025 |
238,988
shares
|
$5.53 Million
1.51% of portfolio
|
Q1 2025
Added 502.62%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
238,086
shares
|
$5.51 Million
0.22% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jan 24, 2025 Q4 2024 |
236,253
shares
|
$5.46 Million
2.93% of portfolio
|
Q4 2024
Added 2658.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
234,991
shares
|
$5.44 Million
0.0% of portfolio
|
Q4 2024
Added 21.89%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
232,847
shares
|
$5.39 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
232,038
shares
|
$5.37 Million
0.08% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
231,740
shares
|
$5.36 Million
2.32% of portfolio
|
Q4 2024
Added 6.22%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
211,792
shares
|
$4.9 Million
1.32% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
204,046
shares
|
$4.72 Million
1.98% of portfolio
|
Q4 2024
Added 8.25%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
200,486
shares
|
$4.64 Million
1.13% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
198,351
shares
|
$4.59 Million
0.16% of portfolio
|
Q4 2024
Added 101.21%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
197,310
shares
|
$4.56 Million
1.47% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
192,628
shares
|
$4.46 Million
0.17% of portfolio
|
Q4 2024
Added 177.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
189,083
shares
|
$4.37 Million
0.08% of portfolio
|
Q2 2024
Added 20.63%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
175,694
shares
|
$4.06 Million
0.23% of portfolio
|
Q4 2024
Added 31.55%
|
|
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
175,421
shares
|
$4.06 Million
4.18% of portfolio
|
Q4 2024
New holding
|