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 |
|---|---|---|---|---|---|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
24,758
shares
|
$626,624
0.1% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
24,311
shares
|
$615,311
0.01% of portfolio
|
Q1 2025
Added 90.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
24,030
shares
|
$608,199
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
23,854
shares
|
$603,744
0.12% of portfolio
|
Q4 2024
Added 49.25%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
23,665
shares
|
$598,961
0.04% of portfolio
|
Q1 2025
Added 23.96%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
23,316
shares
|
$590,127
0.31% of portfolio
|
Q1 2025
Reduced 35.28%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
22,465
shares
|
$568,589
0.07% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
22,120
shares
|
$559,857
0.09% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
21,918
shares
|
$554,744
0.09% of portfolio
|
Q1 2025
Added 14.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
21,876
shares
|
$553,681
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
21,273
shares
|
$538,419
0.0% of portfolio
|
Q1 2025
Added 19.55%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
21,044
shares
|
$532,623
0.03% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
20,704
shares
|
$524,018
0.06% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
20,640
shares
|
$522,398
0.05% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
20,537
shares
|
$519,791
0.29% of portfolio
|
Q1 2025
Added 14.5%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
20,047
shares
|
$507,389
0.03% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
19,554
shares
|
$494,911
0.41% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
19,075
shares
|
$482,788
0.21% of portfolio
|
Q1 2025
Added 86.13%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
18,951
shares
|
$479,649
0.37% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
18,770
shares
|
$475,068
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
18,634
shares
|
$471,626
0.22% of portfolio
|
Q1 2025
Added 23.64%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
18,593
shares
|
$470,588
0.12% of portfolio
|
Q1 2024
Added 116.07%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
18,550
shares
|
$469,500
0.01% of portfolio
|
Q4 2024
Added 17.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
18,196
shares
|
$460,540
0.02% of portfolio
|
Q1 2025
Added 64.42%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,370
shares
|
$439,634
0.22% of portfolio
|
Q4 2024
New holding
|