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 295 institutions that hold shares in the stock, with a total of 89.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
30,722
shares
|
$709,370
0.01% of portfolio
|
Q1 2025
Added 156.12%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
29,388
shares
|
$678,568
0.05% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
28,866
shares
|
$666,515
0.06% of portfolio
|
Q1 2025
Added 116.73%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
27,340
shares
|
$631,280
0.08% of portfolio
|
Q1 2024
Added 14.68%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,216
shares
|
$628,417
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
26,793
shares
|
$618,650
0.03% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
26,593
shares
|
$614,032
0.04% of portfolio
|
Q1 2025
Added 133.99%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
26,229
shares
|
$605,627
0.12% of portfolio
|
Q4 2024
Added 48.78%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
26,000
shares
|
$600,340
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
25,651
shares
|
$592,281
0.5% of portfolio
|
Q1 2025
Added 81.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
25,600
shares
|
$591,104
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
24,491
shares
|
$565,497
0.09% of portfolio
|
Q1 2025
Added 41.64%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
24,349
shares
|
$562,218
0.07% of portfolio
|
Q1 2025
Added 38.27%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
23,929
shares
|
$552,520
0.27% of portfolio
|
Q1 2025
Added 37.82%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
23,750
shares
|
$548,387
0.55% of portfolio
|
Q1 2025
Added 204.49%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
23,650
shares
|
$546,078
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
23,138
shares
|
$534,256
0.04% of portfolio
|
Q4 2024
Added 63.17%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
22,764
shares
|
$525,620
0.03% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
22,657
shares
|
$523,150
0.06% of portfolio
|
Q1 2025
Reduced 8.03%
|
|
|
Masso Torrence Wealth Management Inc.
|
Apr 22, 2025 Q1 2025 |
22,650
shares
|
$522,988
0.3% of portfolio
|
Q1 2025
Reduced 51.64%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
22,495
shares
|
$519,409
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
21,682
shares
|
$500,637
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
21,256
shares
|
$490,801
0.0% of portfolio
|
Q1 2025
Reduced 70.31%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
21,086
shares
|
$486,875
0.16% of portfolio
|
Q1 2025
Added 23.48%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
20,598
shares
|
$475,607
0.0% of portfolio
|
Q1 2025
Added 12.9%
|