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 |
|---|---|---|---|---|---|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
133,556
shares
|
$3.07 Million
0.17% of portfolio
|
Q3 2024
Added 74.68%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
132,348
shares
|
$3.04 Million
0.01% of portfolio
|
Q3 2024
Added 20.7%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
131,346
shares
|
$3.02 Million
0.33% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
128,120
shares
|
$2.94 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
116,852
shares
|
$2.68 Million
1.91% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
115,602
shares
|
$2.66 Million
1.83% of portfolio
|
Q3 2024
Added 49.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
113,432
shares
|
$2.61 Million
0.08% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
98,787
shares
|
$2.27 Million
0.04% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
98,430
shares
|
$2.26 Million
0.09% of portfolio
|
Q2 2024
Added 1.68%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
92,855
shares
|
$2.13 Million
0.28% of portfolio
|
Q3 2024
Added 157.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
92,299
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Added 57.48%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
91,700
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2024
Added 30.23%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
88,527
shares
|
$2.03 Million
1.36% of portfolio
|
Q3 2024
Added 16.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
86,726
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 172.48%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
83,296
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
82,880
shares
|
$1.9 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
79,994
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
79,691
shares
|
$1.83 Million
0.5% of portfolio
|
Q3 2024
Added 42.87%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
79,644
shares
|
$1.83 Million
0.89% of portfolio
|
Q3 2024
New holding
|
|
|
Seneca House Advisors
|
Oct 04, 2024 Q3 2024 |
78,139
shares
|
$1.79 Million
0.8% of portfolio
|
Q3 2024
Reduced 14.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
74,847
shares
|
$1.72 Million
0.04% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
73,690
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
72,318
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
Added 18.54%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
70,214
shares
|
$1.61 Million
0.21% of portfolio
|
Q3 2024
Added 70.66%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
69,540
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2024
Added 116.06%
|