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 389 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 $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
26,807
shares
|
$682,506
0.24% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
26,347
shares
|
$670,794
0.0% of portfolio
|
Q2 2025
Reduced 25.32%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
26,102
shares
|
$664,556
0.12% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
26,026
shares
|
$662,621
0.13% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
26,000
shares
|
$661,960
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
25,903
shares
|
$659,490
0.05% of portfolio
|
Q2 2025
Reduced 5.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
25,126
shares
|
$639,707
0.0% of portfolio
|
Q2 2025
Added 18.11%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
25,050
shares
|
$637,773
0.1% of portfolio
|
Q2 2023
Reduced 13.77%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
24,721
shares
|
$629,396
0.0% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
24,524
shares
|
$624,381
0.09% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
24,311
shares
|
$618,958
0.01% of portfolio
|
Q1 2025
Added 90.35%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
23,854
shares
|
$607,322
0.11% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
23,831
shares
|
$606,737
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
23,161
shares
|
$589,679
0.0% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
22,555
shares
|
$574,250
0.39% of portfolio
|
Q2 2025
Added 34.87%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
22,465
shares
|
$571,958
0.06% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
22,450
shares
|
$571,577
0.03% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
22,103
shares
|
$562,742
0.02% of portfolio
|
Q2 2025
Added 172.47%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
21,918
shares
|
$558,032
0.08% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
21,294
shares
|
$542,145
0.2% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
20,880
shares
|
$531,604
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
20,843
shares
|
$530,662
0.01% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
20,704
shares
|
$527,123
0.06% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
20,620
shares
|
$524,985
0.5% of portfolio
|
Q2 2025
Reduced 30.53%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
20,537
shares
|
$522,872
0.25% of portfolio
|
Q1 2025
Added 14.5%
|