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 411 institutions that hold shares in the stock, with a total of 95.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.43 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
8,144,913
shares
|
$207 Million
0.01% of portfolio
|
Q3 2025
Added 4.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
4,373,944
shares
|
$111 Million
0.01% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,415,160
shares
|
$86.8 Million
1.5% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
3,316,051
shares
|
$84.3 Million
0.14% of portfolio
|
Q3 2025
Added 26.28%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
3,212,010
shares
|
$81.6 Million
1.4% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,663,465
shares
|
$67.7 Million
0.02% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
2,604,008
shares
|
$66.2 Million
15.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,405,626
shares
|
$61.2 Million
0.2% of portfolio
|
Q3 2025
Added 13.91%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
2,250,624
shares
|
$57.2 Million
0.01% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,986,348
shares
|
$50.5 Million
0.01% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,887,228
shares
|
$48 Million
0.02% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,692,427
shares
|
$43 Million
0.01% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
1,626,388
shares
|
$41.3 Million
2.78% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
1,624,281
shares
|
$41.3 Million
0.05% of portfolio
|
Q3 2025
Added 15.04%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
1,360,317
shares
|
$34.6 Million
3.04% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2025 Q3 2025 |
1,352,996
shares
|
$34.4 Million
1.58% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 28, 2025 Q3 2025 |
1,265,251
shares
|
$32.2 Million
4.55% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,217,118
shares
|
$30.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 23.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,208,287
shares
|
$30.7 Million
0.04% of portfolio
|
Q3 2024
Added 6.88%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,205,249
shares
|
$30.6 Million
2.15% of portfolio
|
Q3 2025
Added 9.51%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
1,202,922
shares
|
$30.6 Million
2.3% of portfolio
|
Q3 2025
Added 12.43%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
1,193,474
shares
|
$30.3 Million
1.62% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
1,161,401
shares
|
$29.5 Million
1.51% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,126,598
shares
|
$28.6 Million
1.13% of portfolio
|
Q3 2025
Added 10.73%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
980,372
shares
|
$24.9 Million
2.15% of portfolio
|
Q3 2025
Added 1.43%
|