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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
69,300
shares
|
$1.59 Million
0.26% of portfolio
|
Q3 2024
Added 34.04%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
68,137
shares
|
$1.57 Million
0.16% of portfolio
|
Q3 2024
Added 340.42%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
61,241
shares
|
$1.41 Million
0.39% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
60,845
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
58,700
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
57,055
shares
|
$1.31 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
56,978
shares
|
$1.31 Million
0.04% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
54,478
shares
|
$1.25 Million
0.37% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
53,600
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2024
Added 41.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
53,401
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
53,268
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Added 70.2%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
52,022
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 62.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
49,451
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Added 19.45%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
49,387
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
Added 13.73%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
48,918
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
48,014
shares
|
$1.1 Million
0.27% of portfolio
|
Q3 2024
Added 50.2%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
47,258
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 32.92%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
47,029
shares
|
$1.08 Million
0.39% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
42,731
shares
|
$981,531
0.39% of portfolio
|
Q3 2024
Added 108.85%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
42,256
shares
|
$970,620
0.47% of portfolio
|
Q3 2024
Added 10.25%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
40,220
shares
|
$923,853
0.0% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
39,244
shares
|
$901,434
0.08% of portfolio
|
Q3 2024
Added 20.75%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
38,499
shares
|
$884,322
0.14% of portfolio
|
Q4 2023
Added 64.47%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
37,893
shares
|
$870,402
0.26% of portfolio
|
Q4 2020
Reduced 79.03%
|
|
|
Masso Torrence Wealth Management Inc.
|
Oct 23, 2024 Q3 2024 |
37,853
shares
|
$869,483
0.5% of portfolio
|
Q3 2024
Added 1.13%
|