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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
52,475
shares
|
$1.22 Million
0.14% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
50,468
shares
|
$1.17 Million
0.5% of portfolio
|
Q1 2025
Reduced 60.04%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
49,607
shares
|
$1.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
49,591
shares
|
$1.15 Million
0.04% of portfolio
|
Q1 2025
Added 16.59%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
47,300
shares
|
$1.1 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
44,415
shares
|
$1.03 Million
0.63% of portfolio
|
Q1 2025
New holding
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Apr 25, 2025 Q1 2025 |
42,965
shares
|
$997,647
0.21% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
42,420
shares
|
$984,992
0.16% of portfolio
|
Q4 2024
Added 10.18%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
42,000
shares
|
$975,240
0.0% of portfolio
|
Q1 2025
Added 15.97%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
41,975
shares
|
$974,659
0.0% of portfolio
|
Q1 2025
Added 188.33%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
41,323
shares
|
$959,520
0.53% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
40,859
shares
|
$948,745
0.17% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
40,718
shares
|
$945,471
0.01% of portfolio
|
Q1 2025
Added 34.22%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
40,658
shares
|
$944,078
0.06% of portfolio
|
Q1 2025
Added 191.31%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
40,265
shares
|
$934,953
0.26% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
40,051
shares
|
$929,984
0.01% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
39,840
shares
|
$925,084
0.23% of portfolio
|
Q2 2025
Added 19.32%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
39,086
shares
|
$907,576
0.56% of portfolio
|
Q1 2025
Added 24.44%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
34,604
shares
|
$803,504
0.16% of portfolio
|
Q1 2025
Added 192.39%
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
34,192
shares
|
$793,938
0.4% of portfolio
|
Q4 2024
Added 38.32%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Apr 29, 2025 Q1 2025 |
32,825
shares
|
$762,196
0.12% of portfolio
|
Q1 2025
Added 25.63%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
32,753
shares
|
$760,524
0.05% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
32,720
shares
|
$759,758
0.01% of portfolio
|
Q1 2025
Added 8.42%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
32,432
shares
|
$753,071
1.13% of portfolio
|
Q3 2022
Added 139.78%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
31,766
shares
|
$737,606
0.34% of portfolio
|
Q1 2025
Added 7.17%
|