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 270 institutions that hold shares in the stock, with a total of 80.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
20,258
shares
|
$466,744
0.11% of portfolio
|
Q1 2024
Added 116.32%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
18,972
shares
|
$437,114
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
18,585
shares
|
$428,198
0.3% of portfolio
|
Q4 2024
Added 42.17%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
18,244
shares
|
$420,341
0.0% of portfolio
|
Q4 2024
Added 20.64%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
17,610
shares
|
$405,734
0.04% of portfolio
|
Q4 2023
Added 58.51%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
17,363
shares
|
$400,043
0.2% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
17,291
shares
|
$398,384
0.06% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
17,289
shares
|
$398,338
0.0% of portfolio
|
Q4 2024
Added 34.23%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
17,273
shares
|
$397,969
0.25% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
17,225
shares
|
$396,864
0.01% of portfolio
|
Q1 2024
Added 9.54%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
17,077
shares
|
$393,454
0.13% of portfolio
|
Q4 2024
Added 16.1%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
16,900
shares
|
$389,376
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
16,565
shares
|
$381,657
0.01% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
15,485
shares
|
$356,774
0.27% of portfolio
|
Q4 2024
Added 24.01%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
15,445
shares
|
$355,852
0.15% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
15,406
shares
|
$354,954
0.06% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
15,250
shares
|
$351,360
0.03% of portfolio
|
Q4 2024
Added 33.19%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
15,009
shares
|
$345,807
0.33% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Feb 06, 2025 Q4 2024 |
14,893
shares
|
$343,134
0.26% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
14,828
shares
|
$341,637
0.07% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Lee Financial CO
Dallas, TX |
Jan 30, 2025 Q4 2024 |
14,550
shares
|
$335,232
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,441
shares
|
$332,720
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
14,243
shares
|
$328,158
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
14,109
shares
|
$325,071
0.27% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
13,957
shares
|
$321,569
0.02% of portfolio
|
Q4 2024
Added 14.62%
|