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 297 institutions that hold shares in the stock, with a total of 89.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
126,520
shares
|
$2.94 Million
0.42% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
124,671
shares
|
$2.89 Million
2.18% of portfolio
|
Q2 2024
Added 4.73%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
123,685
shares
|
$2.87 Million
0.08% of portfolio
|
Q4 2024
Added 9.04%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
121,063
shares
|
$2.81 Million
0.61% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
118,622
shares
|
$2.75 Million
2.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
118,381
shares
|
$2.75 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
118,036
shares
|
$2.74 Million
0.76% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
112,054
shares
|
$2.6 Million
0.19% of portfolio
|
Q1 2025
Added 24.87%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
111,739
shares
|
$2.59 Million
2.16% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
110,939
shares
|
$2.58 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
108,216
shares
|
$2.51 Million
1.69% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
106,607
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2025
Added 28.51%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
102,200
shares
|
$2.37 Million
0.38% of portfolio
|
Q1 2025
Added 10.55%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
100,255
shares
|
$2.33 Million
0.51% of portfolio
|
Q1 2025
Added 63.27%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
99,104
shares
|
$2.3 Million
0.85% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
99,039
shares
|
$2.3 Million
0.24% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
96,426
shares
|
$2.24 Million
0.04% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
89,549
shares
|
$2.08 Million
0.01% of portfolio
|
Q1 2025
Added 84.55%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
87,900
shares
|
$2.04 Million
0.09% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
86,482
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
85,670
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 143.77%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
83,296
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
81,606
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Added 23.36%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
81,507
shares
|
$1.89 Million
0.04% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
78,140
shares
|
$1.81 Million
1.64% of portfolio
|
Q1 2025
Added 6.24%
|