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 350 institutions that hold shares in the stock, with a total of 102 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
52,034
shares
|
$1.22 Million
0.05% of portfolio
|
Q3 2025
Added 35.73%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
51,095
shares
|
$1.19 Million
0.23% of portfolio
|
Q2 2025
Added 18.92%
|
|
|
Little House Capital LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
50,625
shares
|
$1.18 Million
0.29% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
47,685
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
47,300
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
47,078
shares
|
$1.1 Million
0.58% of portfolio
|
Q3 2025
Added 36.81%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
46,583
shares
|
$1.09 Million
0.02% of portfolio
|
Q3 2025
Added 148.62%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
45,516
shares
|
$1.06 Million
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
44,893
shares
|
$1.05 Million
0.41% of portfolio
|
Q3 2025
Added 23.79%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
44,691
shares
|
$1.04 Million
0.44% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
43,471
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
43,439
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Farmers National Bank
Danville, KY |
Dec 15, 2025 Q3 2025 |
43,216
shares
|
$1.01 Million
0.24% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
42,955
shares
|
$1 Million
0.78% of portfolio
|
Q3 2025
Added 16.65%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
42,040
shares
|
$982,054
0.23% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 20, 2025 Q3 2025 |
41,422
shares
|
$967,617
0.14% of portfolio
|
Q3 2025
Added 5.06%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
41,131
shares
|
$960,820
0.09% of portfolio
|
Q4 2025
Reduced 0.38%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
41,099
shares
|
$960,072
0.43% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
40,678
shares
|
$950,238
0.01% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
40,034
shares
|
$935,194
0.56% of portfolio
|
Q3 2025
Reduced 68.68%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
38,889
shares
|
$908,447
0.34% of portfolio
|
Q3 2025
Added 208.64%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
38,692
shares
|
$903,845
0.68% of portfolio
|
Q3 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
38,575
shares
|
$901,112
0.34% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
37,733
shares
|
$881,442
0.4% of portfolio
|
Q3 2025
Added 18.14%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
37,025
shares
|
$864,904
0.01% of portfolio
|
Q3 2025
Reduced 0.42%
|
|