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 299 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $1.68 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
11,169
shares
|
$279,560
0.0% of portfolio
|
Q3 2024
Added 26.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,778
shares
|
$269,773
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
10,738
shares
|
$268,772
0.07% of portfolio
|
Q2 2024
Added 4.88%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,731
shares
|
$268,596
0.01% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
10,525
shares
|
$263,440
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
10,287
shares
|
$257,483
0.27% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,285
shares
|
$257,433
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,285
shares
|
$257,433
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,176
shares
|
$254,705
0.01% of portfolio
|
Q3 2024
Added 322.24%
|
|
|
Highland Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
10,162
shares
|
$254,354
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
9,946
shares
|
$248,948
0.12% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
9,883
shares
|
$247,371
0.04% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
9,799
shares
|
$245,268
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
9,631
shares
|
$241,063
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
9,600
shares
|
$240,288
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
9,550
shares
|
$239,036
0.02% of portfolio
|
Q2 2023
Reduced 4.02%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2024 Q3 2024 |
8,700
shares
|
$217,761
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
8,664
shares
|
$216,859
0.07% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
8,515
shares
|
$213,130
0.06% of portfolio
|
Q2 2024
Added 31.75%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,448
shares
|
$211,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
8,230
shares
|
$205,996
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
7,909
shares
|
$197,962
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
7,523
shares
|
$188,300
0.02% of portfolio
|
Q2 2024
Added 36.56%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
6,166
shares
|
$154,334
0.01% of portfolio
|
Q3 2024
Added 14.67%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
5,437
shares
|
$136,088
0.04% of portfolio
|
Q4 2023
Added 10.13%
|