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 |
|---|---|---|---|---|---|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
69,598
shares
|
$1.61 Million
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
68,680
shares
|
$1.59 Million
0.11% of portfolio
|
Q4 2024
Added 12.88%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
66,153
shares
|
$1.53 Million
0.02% of portfolio
|
Q4 2024
Added 27.16%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
65,316
shares
|
$1.51 Million
0.33% of portfolio
|
Q4 2024
Added 91.95%
|
|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
64,649
shares
|
$1.5 Million
0.49% of portfolio
|
Q4 2024
Added 630.5%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
64,241
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Added 279.72%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
64,185
shares
|
$1.48 Million
0.49% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
61,359
shares
|
$1.42 Million
0.39% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
59,227
shares
|
$1.37 Million
0.01% of portfolio
|
Q4 2024
Added 19.92%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
56,333
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
55,925
shares
|
$1.29 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
55,426
shares
|
$1.28 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
51,349
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Added 27.67%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
48,918
shares
|
$1.13 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
48,522
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 104.02%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
48,454
shares
|
$1.12 Million
0.32% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
48,083
shares
|
$1.11 Million
0.39% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
47,912
shares
|
$1.11 Million
0.05% of portfolio
|
Q4 2024
Added 67.42%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jan 23, 2025 Q4 2024 |
46,839
shares
|
$1.08 Million
0.6% of portfolio
|
Q4 2024
Added 23.74%
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
44,509
shares
|
$1.03 Million
0.12% of portfolio
|
Q1 2025
Added 3.89%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
42,536
shares
|
$983,857
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
42,420
shares
|
$981,174
0.15% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
40,819
shares
|
$944,143
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jan 29, 2025 Q4 2024 |
40,690
shares
|
$941,159
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
40,555
shares
|
$938,037
0.16% of portfolio
|
Q4 2024
Added 16.47%
|