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 388 institutions that hold shares in the stock, with a total of 92.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
7,815,685
shares
|
$198 Million
0.01% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
4,048,765
shares
|
$103 Million
0.01% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,634,900
shares
|
$92.3 Million
2.05% of portfolio
|
Q2 2025
Added 2547.78%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,217,882
shares
|
$81.7 Million
1.53% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
3,064,481
shares
|
$77.8 Million
1.44% of portfolio
|
Q2 2025
Added 4.97%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
2,625,859
shares
|
$66.6 Million
0.14% of portfolio
|
Q2 2025
Added 11.2%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,539,955
shares
|
$64.5 Million
0.02% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,326,215
shares
|
$59 Million
0.02% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,111,899
shares
|
$53.6 Million
0.21% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
2,045,079
shares
|
$51.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
1,909,424
shares
|
$48.5 Million
0.01% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,761,322
shares
|
$44.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
1,700,074
shares
|
$43.1 Million
2.9% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,616,973
shares
|
$41 Million
0.01% of portfolio
|
Q2 2025
Added 6.79%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,585,429
shares
|
$40.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,411,918
shares
|
$35.8 Million
0.05% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Summitry LLC
Foster City, CA |
Aug 08, 2025 Q2 2025 |
1,335,052
shares
|
$33.9 Million
1.65% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
1,329,330
shares
|
$33.7 Million
3.15% of portfolio
|
Q2 2025
Added 31.08%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Jul 22, 2025 Q2 2025 |
1,233,106
shares
|
$31.3 Million
4.75% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
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%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
1,154,589
shares
|
$29.3 Million
1.65% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
1,113,518
shares
|
$28.3 Million
1.57% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,100,626
shares
|
$27.9 Million
2.09% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
1,069,915
shares
|
$27.2 Million
2.21% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,017,452
shares
|
$25.8 Million
1.08% of portfolio
|
Q2 2025
Added 6.45%
|