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 |
|---|---|---|---|---|---|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
118,527
shares
|
$2.74 Million
1.95% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
110,223
shares
|
$2.55 Million
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
109,703
shares
|
$2.54 Million
0.22% of portfolio
|
Q4 2024
Added 179.54%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jan 16, 2025 Q4 2024 |
109,647
shares
|
$2.54 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
109,566
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 66.6%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
100,255
shares
|
$2.32 Million
0.51% of portfolio
|
Q1 2025
Added 63.27%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
97,367
shares
|
$2.25 Million
0.24% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
Meitav Dash Investments LTD
|
Feb 03, 2025 Q4 2024 |
96,263
shares
|
$2.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
94,106
shares
|
$2.18 Million
0.0% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
92,903
shares
|
$2.15 Million
0.85% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
92,450
shares
|
$2.14 Million
0.34% of portfolio
|
Q4 2024
Added 33.41%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
89,735
shares
|
$2.08 Million
0.15% of portfolio
|
Q4 2024
Added 24.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
89,505
shares
|
$2.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
84,600
shares
|
$1.96 Million
0.1% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
83,296
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2024
Added 0.99%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
82,957
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
80,274
shares
|
$1.86 Million
1.27% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
75,433
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
75,083
shares
|
$1.74 Million
0.04% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
74,943
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
Added 40.34%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
73,547
shares
|
$1.7 Million
1.57% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
73,164
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 28.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
71,590
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
70,914
shares
|
$1.64 Million
0.21% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Seneca House Advisors
|
Apr 11, 2025 Q1 2025 |
69,712
shares
|
$1.61 Million
0.7% of portfolio
|
Q1 2025
Added 2.05%
|