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 362 institutions that hold shares in the stock, with a total of 89.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
7,767,992
shares
|
$197 Million
0.02% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,215,768
shares
|
$107 Million
0.89% of portfolio
|
Q1 2025
Reduced 96.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,740,878
shares
|
$94.7 Million
0.01% of portfolio
|
Q1 2025
Added 5.38%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,987,403
shares
|
$75.6 Million
1.53% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
2,919,415
shares
|
$73.9 Million
1.5% of portfolio
|
Q1 2025
Added 8.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
2,361,388
shares
|
$59.8 Million
0.14% of portfolio
|
Q1 2025
Added 19.41%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,334,218
shares
|
$59.1 Million
0.66% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,299,055
shares
|
$58.2 Million
0.02% of portfolio
|
Q1 2025
Added 16.36%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,216,808
shares
|
$56.1 Million
0.02% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
2,129,591
shares
|
$53.9 Million
0.01% of portfolio
|
Q1 2025
Added 7.32%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,870,316
shares
|
$47.3 Million
0.2% of portfolio
|
Q1 2025
Added 59.63%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,822,447
shares
|
$46.1 Million
0.02% of portfolio
|
Q1 2025
Added 12.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,822,120
shares
|
$46.1 Million
0.01% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
1,638,539
shares
|
$41.5 Million
3.03% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,555,428
shares
|
$39.4 Million
0.01% of portfolio
|
Q1 2025
Added 43.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,514,200
shares
|
$38.3 Million
0.01% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,363,195
shares
|
$34.5 Million
0.05% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
1,274,824
shares
|
$32.3 Million
1.76% of portfolio
|
Q1 2025
Added 5.5%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
May 06, 2025 Q1 2025 |
1,211,904
shares
|
$30.7 Million
5.02% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,208,287
shares
|
$30.6 Million
0.04% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
1,126,736
shares
|
$28.5 Million
1.77% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,098,833
shares
|
$27.8 Million
1.7% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,028,705
shares
|
$26 Million
2.33% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
1,014,172
shares
|
$25.7 Million
2.46% of portfolio
|
Q1 2025
Added 9.21%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
955,817
shares
|
$24.2 Million
1.1% of portfolio
|
Q1 2025
Added 3.14%
|