IBDU Institutional Ownership
iShares iBonds Dec 2029 Term Corporate ETF
1W: -0.0%
1M: -1.4%
3M: -2.2%
YTD: -2.7%
1Y: -2.5%
3Y: +15.7%
5Y: +0.8%
$22.61
-0.03 (-0.13%)
Weekly Expected Move ±0.4%
$22
$23
$23
$23
$23
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IBDU
421
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
3B
Total Invested
43
New Positions
223
Increased
103
Reduced
33
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (444 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | SHUFRO ROSE & CO LLC | 8,668,602 | 196M | +4,690,474 | +117.9% | 6Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 7,630,704 | 173M | +317,100 | +4.3% | 15Q | SEC ↗ |
| 3 | Aptus Capital Advisors, LLC | 6,497,005 | 147M | +115,992 | +1.8% | 17Q | SEC ↗ |
| 4 | MORGAN STANLEY | 6,487,553 | 147M | -205,278 | -3.1% | 23Q | SEC ↗ |
| 5 | MERCER GLOBAL ADVISORS INC /ADV | 5,791,658 | 131M | +757,876 | +15.1% | 7Q | SEC ↗ |
| 6 | CAPITAL ADVISORS INC/OK | 5,140,239 | 116M | +56,623 | +1.1% | 14Q | SEC ↗ |
| 7 | Capital Investment Advisors, LLC | 4,035,738 | 91M | +171,532 | +4.4% | 13Q | SEC ↗ |
| 8 | UBS Group AG | 3,887,671 | 88M | +206,114 | +5.6% | 26Q | SEC ↗ |
| 9 | RAYMOND JAMES FINANCIAL INC | 3,599,661 | 81M | +427,462 | +13.5% | 7Q | SEC ↗ |
| 10 | HM PAYSON & CO | 3,142,337 | 71M | +314,936 | +11.1% | 8Q | SEC ↗ |
| 11 | Lido Advisors, LLC | 2,852,951 | 65M | -414,065 | -12.7% | 11Q | SEC ↗ |
| 12 | LPL Financial LLC | 2,506,686 | 57M | +123,527 | +5.2% | 23Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 2,289,483 | 52M | -51,088 | -2.2% | 27Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 2,220,273 | 50M | +95,084 | +4.5% | 27Q | SEC ↗ |
| 15 | SUMMITRY LLC | 2,022,397 | 46M | +116,894 | +6.1% | 7Q | SEC ↗ |
| 16 | HighTower Advisors, LLC | 1,978,091 | 45M | +113,506 | +6.1% | 9Q | SEC ↗ |
| 17 | Sound View Wealth Advisors Group, LLC | 1,895,010 | 43M | +128,660 | +7.3% | 11Q | SEC ↗ |
| 18 | WOODMONT INVESTMENT COUNSEL LLC | 1,771,527 | 40M | +19,777 | +1.1% | 8Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 1,629,388 | 37M | +529,903 | +48.2% | 16Q | SEC ↗ |
| 20 | Klingman & Associates, LLC | 1,622,444 | 37M | +41,766 | +2.6% | 17Q | SEC ↗ |
| 21 | SIGMA INVESTMENT COUNSELORS INC | 1,561,416 | 35M | +18,229 | +1.2% | 7Q | SEC ↗ |
| 22 | Gratus Wealth Advisors, LLC | 1,550,502 | 35M | +41,419 | +2.7% | 11Q | SEC ↗ |
| 23 | Venture Visionary Partners LLC | 1,491,364 | 34M | -2,302 | -0.2% | 15Q | SEC ↗ |
| 24 | Meiji Yasuda Life Insurance Co | 1,315,000 | 30M | +136,000 | +11.5% | 6Q | SEC ↗ |
| 25 | Summit Financial, LLC | 1,229,949 | 28M | +116,244 | +10.4% | 4Q | SEC ↗ |
| 26 | Kathmere Capital Management, LLC | 1,224,087 | 28M | +69,789 | +6.0% | 8Q | SEC ↗ |
| 27 | Wealthcare Advisory Partners LLC | 1,223,806 | 28M | +41,435 | +3.5% | 8Q | SEC ↗ |
| 28 | RVW Wealth, LLC | 1,210,684 | 27M | +61,905 | +5.4% | 15Q | SEC ↗ |
| 29 | Advisors Capital Management, LLC | 1,207,209 | 27M | +70,223 | +6.2% | 11Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 1,182,596 | 27M | +36,468 | +3.2% | 16Q | SEC ↗ |
| 31 | Seven Springs Wealth Group, LLC | 1,161,935 | 26M | -2,683 | -0.2% | 10Q | SEC ↗ |
| 32 | HOWLAND CAPITAL MANAGEMENT LLC | 1,118,191 | 25M | +102,784 | +10.1% | 13Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 937,764 | 21M | +130,836 | +16.2% | 12Q | SEC ↗ |
| 34 | MV CAPITAL MANAGEMENT, INC. | 880,836 | 20M | +9,678 | +1.1% | 13Q | SEC ↗ |
| 35 | Summit Asset Management, LLC | 793,992 | 18M | +15,762 | +2.0% | 3Q | SEC ↗ |
| 36 | CAPTRUST FINANCIAL ADVISORS | 764,126 | 17M | +110,841 | +17.0% | 24Q | SEC ↗ |
| 37 | BlackRock, Inc. | 740,823 | 17M | +125,809 | +20.5% | 8Q | SEC ↗ |
| 38 | First National Trust Co | 715,822 | 16M | +54,568 | +8.3% | 10Q | SEC ↗ |
| 39 | US BANCORP \DE | 715,219 | 16M | +27,856 | +4.1% | 25Q | SEC ↗ |
| 40 | Arrow Financial Corp | 655,962 | 15M | +14,339 | +2.2% | 27Q | SEC ↗ |
| 41 | Ironwood Financial, llc | 636,737 | 14M | +77,652 | +13.9% | 11Q | SEC ↗ |
| 42 | STIFEL FINANCIAL CORP | 613,536 | 14M | +50,468 | +9.0% | 12Q | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 605,089 | 14M | +11,415 | +1.9% | 14Q | SEC ↗ |
| 44 | Mesirow Financial Investment Managemen | 599,061 | 14M | +144,702 | +31.8% | 5Q | SEC ↗ |
| 45 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 572,041 | 13M | +42,001 | +7.9% | 26Q | SEC ↗ |
| 46 | Windsor Capital Management, LLC | 562,587 | 13M | +19,263 | +3.5% | 8Q | SEC ↗ |
| 47 | Robertson Stephens Wealth Management, | 555,787 | 13M | -6,359 | -1.1% | 13Q | SEC ↗ |
| 48 | Baltimore-Washington Financial Advisor | 552,048 | 12M | +48,102 | +9.5% | 6Q | SEC ↗ |
| 49 | LYELL WEALTH MANAGEMENT, LP | 546,943 | 12M | +42,320 | +8.4% | 15Q | SEC ↗ |
| 50 | Probity Advisors, Inc. | 540,849 | 12M | +40,408 | +8.1% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 397,717 | 9M |
| SPRENG CAPITAL MANAGEMENT, INC. | 298,459 | 7M |
| Apollon Wealth Management, LLC | 245,087 | 6M |
| Matthew Goff Investment Advisor, LL | 123,519 | 3M |
| KINTRA WEALTH, LLC | 109,229 | 2M |
| Modern Wealth Management, LLC | 105,983 | 2M |
| IFG Advisory, LLC | 85,990 | 2M |
| BARON SILVER STEVENS FINANCIAL ADVI | 53,470 | 1M |
| AlTi Global, Inc. | 53,350 | 1M |
| TABR Capital Management, LLC | 51,892 | 1M |
| FIDUCIARY FINANCIAL ADVISORS | 46,175 | 1M |
| Aspen Wealth Management LLC | 45,113 | 1M |
| FLAGSHIP HARBOR ADVISORS, LLC | 40,042 | 905K |
| Schuylkill Financial LLC | 33,929 | 767K |
| Concurrent Investment Advisors, LLC | 30,409 | 688K |
| Focus Partners Wealth | 22,027 | 498K |
| XY Planning Network, Inc. | 21,882 | 495K |
| Community Financial Services Group, | 21,719 | 491K |
| S.E.E.D. Planning Group LLC | 19,523 | 441K |
| Alliance Wealth Advisors, LLC /UT | 19,427 | 439K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| THREADGILL FINANCIAL, LLC | 923,433 | 21M |
| NOVEM GROUP | 551,506 | 12M |
| Motley Fool Wealth Management, LLC | 461,783 | 10M |
| ES4, LLC | 452,711 | 10M |
| MCF Advisors LLC | 424,253 | 10M |
| CITADEL ADVISORS LLC | 379,604 | 9M |
| PFG Private Wealth Management, LLC | 342,582 | 8M |
| Stratos Wealth Partners, LTD. | 337,543 | 8M |
| Allworth Financial LP | 315,742 | 7M |
| Atria Investments, Inc | 224,513 | 5M |
| Kesler, Norman & Wride, LLC | 172,172 | 4M |
| LITTLEJOHN FINANCIAL SERVICES, INC. | 143,958 | 3M |
| Marathon Mission, Inc. | 114,818 | 3M |
| Frisch Financial Group, Inc. | 105,356 | 2M |
| Thrivent Financial for Lutherans | 47,365 | 1M |
| FLOW TRADERS U.S. LLC | 40,053 | 906K |
| STAR Financial Bank | 39,456 | 892K |
| Hobbs Group Advisors, LLC | 24,552 | 555K |
| StoneX Group Inc. | 22,520 | 509K |
| Prime Capital Investment Advisors, | 13,979 | 316K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| SHUFRO ROSE & CO LLC | +4,690,474 | +117.9% | 8,668,602 |
| MERCER GLOBAL ADVISORS INC /ADV | +757,876 | +15.1% | 5,791,658 |
| AMERIPRISE FINANCIAL INC | +529,903 | +48.2% | 1,629,388 |
| RAYMOND JAMES FINANCIAL INC | +427,462 | +13.5% | 3,599,661 |
| BANK OF AMERICA CORP /DE | +317,100 | +4.3% | 7,630,704 |
| HM PAYSON & CO | +314,936 | +11.1% | 3,142,337 |
| DROMS STRAUSS ADVISORS INC /MO/ /AD | +238,829 | +2048.1% | 250,490 |
| Strid Group, LLC | +221,672 | +99.8% | 443,780 |
| UBS Group AG | +206,114 | +5.6% | 3,887,671 |
| Capital Investment Advisors, LLC | +171,532 | +4.4% | 4,035,738 |
| Great Diamond Partners, LLC | +168,700 | +252.3% | 235,576 |
| Mesirow Financial Investment Manage | +144,702 | +31.8% | 599,061 |
| EP Wealth Advisors, LLC | +140,466 | +121.2% | 256,326 |
| Meiji Yasuda Life Insurance Co | +136,000 | +11.5% | 1,315,000 |
| Kestra Advisory Services, LLC | +130,836 | +16.2% | 937,764 |
| Sound View Wealth Advisors Group, L | +128,660 | +7.3% | 1,895,010 |
| SPINNAKER TRUST | +126,134 | +30.7% | 536,924 |
| BlackRock, Inc. | +125,809 | +20.5% | 740,823 |
| LPL Financial LLC | +123,527 | +5.2% | 2,506,686 |
| SUMMITRY LLC | +116,894 | +6.1% | 2,022,397 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -414,065 | -12.7% | 2,852,951 |
| Commonwealth Financial Services, LL | -313,046 | -67.4% | 151,299 |
| Cornerstone Planning, LLC | -240,131 | -66.4% | 121,300 |
| Equitable Holdings, Inc. | -220,166 | -78.9% | 59,055 |
| MORGAN STANLEY | -205,278 | -3.1% | 6,487,553 |
| JPMORGAN CHASE & CO | -98,547 | -53.6% | 85,237 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -95,186 | -46.4% | 110,044 |
| Mariner, LLC | -85,706 | -47.1% | 96,270 |
| JANE STREET GROUP, LLC | -83,673 | -75.4% | 27,315 |
| Cornell Pochily Investment Advisors | -75,997 | -40.9% | 109,627 |
| Private Advisor Group, LLC | -64,009 | -70.0% | 27,396 |
| ROYAL BANK OF CANADA | -51,088 | -2.2% | 2,289,483 |
| TRUIST FINANCIAL CORP | -37,395 | -56.0% | 29,430 |
| OneDigital Investment Advisors LLC | -29,875 | -12.1% | 217,105 |
| BENJAMIN EDWARDS INC | -25,993 | -6.0% | 404,090 |
| Aprio Wealth Management, LLC | -20,754 | -67.8% | 9,878 |
| ALTERNA WEALTH MANAGEMENT, INC | -20,019 | -58.7% | 14,059 |
| FIRST NATIONAL BANK & TRUST CO OF N | -17,800 | -17.6% | 83,490 |
| Freestone Capital Holdings, LLC | -13,559 | -36.8% | 23,259 |
| Snider Financial Group | -10,198 | -30.9% | 22,822 |