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 |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
13,420
shares
|
$309,196
0.11% of portfolio
|
Q4 2024
Reduced 27.48%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
13,319
shares
|
$306,869
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,200
shares
|
$304,128
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
12,793
shares
|
$294,750
0.0% of portfolio
|
Q4 2024
Added 2532.3%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
12,650
shares
|
$291,456
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,557
shares
|
$289,313
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
12,165
shares
|
$280,281
0.15% of portfolio
|
Q4 2024
Added 22.56%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
11,995
shares
|
$276,364
0.0% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
11,986
shares
|
$276,157
0.05% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
11,878
shares
|
$273,669
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
11,835
shares
|
$272,678
0.05% of portfolio
|
Q4 2024
Reduced 45.03%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
11,365
shares
|
$261,849
0.02% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
11,319
shares
|
$260,789
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,110
shares
|
$255,974
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
10,920
shares
|
$251,596
0.02% of portfolio
|
Q2 2023
Added 0.41%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
10,910
shares
|
$251,366
0.07% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
10,600
shares
|
$244,224
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,309
shares
|
$237,519
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
10,249
shares
|
$236,136
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
9,765
shares
|
$224,985
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,611
shares
|
$221,437
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
9,602
shares
|
$221,230
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
9,251
shares
|
$213,143
0.02% of portfolio
|
Q2 2024
Added 67.05%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
9,198
shares
|
$211,921
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
9,133
shares
|
$210,424
0.01% of portfolio
|
Q4 2024
New holding
|