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 |
|---|---|---|---|---|---|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
20,258
shares
|
$467,757
0.12% of portfolio
|
Q1 2024
Added 116.32%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
20,077
shares
|
$463,577
0.03% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
19,520
shares
|
$450,716
0.24% of portfolio
|
Q1 2025
Added 55.45%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Apr 21, 2025 Q1 2025 |
18,833
shares
|
$434,853
0.34% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
18,712
shares
|
$432,060
0.14% of portfolio
|
Q1 2025
Added 31.38%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
May 14, 2025 Q1 2025 |
18,585
shares
|
$429,127
0.29% of portfolio
|
Q4 2024
Added 42.17%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
18,385
shares
|
$424,509
0.29% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
17,330
shares
|
$400,149
0.01% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
17,283
shares
|
$399,064
0.0% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
17,235
shares
|
$397,956
0.3% of portfolio
|
Q1 2025
Added 45.1%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
17,225
shares
|
$397,725
0.01% of portfolio
|
Q1 2024
Added 9.54%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
16,712
shares
|
$385,880
0.3% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
16,565
shares
|
$382,485
0.01% of portfolio
|
Q4 2024
Added 11.67%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
16,245
shares
|
$375,097
0.04% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
15,528
shares
|
$358,541
0.06% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
15,445
shares
|
$356,625
0.16% of portfolio
|
Q4 2024
Added 8.2%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
15,258
shares
|
$352,307
0.19% of portfolio
|
Q1 2025
Reduced 37.1%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15,168
shares
|
$350,229
0.01% of portfolio
|
Q1 2025
Added 57.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
15,027
shares
|
$346,973
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
15,009
shares
|
$346,557
0.34% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
14,706
shares
|
$339,561
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,602
shares
|
$337,160
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
14,558
shares
|
$336,144
0.0% of portfolio
|
Q1 2025
Reduced 35.06%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
14,550
shares
|
$335,959
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,441
shares
|
$333,442
0.17% of portfolio
|
Q4 2024
New holding
|