Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT). We have compiled data on the 265 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,488,897
shares
|
$160 Million
0.02% of portfolio
|
Q1 2024
Added 10.25%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,408,865
shares
|
$59.5 Million
0.0% of portfolio
|
Q1 2024
Added 12.08%
|
|
|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
2,274,962
shares
|
$56.2 Million
1.23% of portfolio
|
Q1 2024
Added 9.72%
|
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
2,193,336
shares
|
$54.2 Million
1.29% of portfolio
|
Q1 2024
Added 10.29%
|
|
|
Aptus Capital Advisors, LLC
|
May 15, 2024 Q1 2024 |
1,808,445
shares
|
$44.7 Million
0.91% of portfolio
|
Q1 2024
Reduced 17.04%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
1,675,317
shares
|
$41.4 Million
0.12% of portfolio
|
Q1 2024
Added 34.07%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,673,510
shares
|
$41.4 Million
0.02% of portfolio
|
Q1 2024
Added 22.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,512,652
shares
|
$37.4 Million
0.01% of portfolio
|
Q1 2024
Added 16.53%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,395,368
shares
|
$34.5 Million
0.01% of portfolio
|
Q1 2024
Added 23.81%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
1,280,669
shares
|
$31.7 Million
2.7% of portfolio
|
Q1 2024
Added 8.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,206,501
shares
|
$29.8 Million
0.02% of portfolio
|
Q1 2024
Added 21.39%
|
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
1,095,765
shares
|
$27.1 Million
1.9% of portfolio
|
Q1 2024
Added 2.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,060,451
shares
|
$26.2 Million
0.04% of portfolio
|
Q1 2024
Added 57.92%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 09, 2024 Q1 2024 |
1,046,455
shares
|
$25.9 Million
4.7% of portfolio
|
Q1 2024
Added 1726.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,009,445
shares
|
$25 Million
0.01% of portfolio
|
Q1 2024
Added 10.34%
|
|
|
Sigma Investment Counselors Inc
|
Apr 25, 2024 Q1 2024 |
1,009,430
shares
|
$25 Million
1.37% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
986,023
shares
|
$24.4 Million
0.01% of portfolio
|
Q1 2024
Added 33.82%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
912,726
shares
|
$22.6 Million
0.04% of portfolio
|
Q1 2024
Added 6.92%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Apr 16, 2024 Q1 2024 |
891,363
shares
|
$22 Million
2.58% of portfolio
|
Q1 2024
Added 7.71%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
May 15, 2024 Q1 2024 |
779,959
shares
|
$19.3 Million
3.78% of portfolio
|
Q1 2024
Added 5.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
693,322
shares
|
$17.1 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
656,476
shares
|
$16.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
647,711
shares
|
$16 Million
1.71% of portfolio
|
Q1 2024
Added 2.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
627,182
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2024
Added 3.46%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 06, 2024 Q1 2024 |
615,203
shares
|
$15.2 Million
0.28% of portfolio
|
Q1 2024
Reduced 37.58%
|
|