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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
34,821
shares
|
$799,838
0.14% of portfolio
|
Q3 2024
Added 90.9%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
34,525
shares
|
$793,039
0.66% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
34,470
shares
|
$791,775
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
34,028
shares
|
$781,623
0.16% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
33,900
shares
|
$778,683
0.09% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
32,432
shares
|
$744,963
1.13% of portfolio
|
Q3 2022
Added 139.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
31,710
shares
|
$728,378
0.01% of portfolio
|
Q3 2024
Added 28.89%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
30,866
shares
|
$708,992
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
29,450
shares
|
$676,466
0.07% of portfolio
|
Q3 2024
Added 42.27%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
28,907
shares
|
$663,993
0.03% of portfolio
|
Q3 2024
Added 60.76%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
28,617
shares
|
$657,332
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
27,340
shares
|
$627,999
0.08% of portfolio
|
Q1 2024
Added 14.68%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
26,672
shares
|
$612,655
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
26,600
shares
|
$611,002
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
26,275
shares
|
$603,536
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
26,000
shares
|
$597,220
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
25,967
shares
|
$596,461
0.0% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Reliant Wealth Planning
|
Oct 24, 2024 Q3 2024 |
24,719
shares
|
$567,795
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
24,512
shares
|
$563,040
0.07% of portfolio
|
Q2 2024
Added 11.64%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
24,298
shares
|
$558,125
0.36% of portfolio
|
Q3 2024
Added 11.61%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
23,783
shares
|
$546,295
0.0% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,495
shares
|
$516,710
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
21,531
shares
|
$494,567
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
20,728
shares
|
$476,122
0.35% of portfolio
|
Q1 2023
Reduced 35.31%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
20,470
shares
|
$470,195
0.1% of portfolio
|
Q3 2024
Added 24.76%
|