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 |
|---|---|---|---|---|---|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
17,283
shares
|
$437,432
0.3% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
17,067
shares
|
$431,965
0.01% of portfolio
|
Q1 2025
Added 90.52%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
17,035
shares
|
$431,155
0.02% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
16,738
shares
|
$423,638
0.07% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
16,724
shares
|
$423,284
0.32% of portfolio
|
Q1 2025
Added 40.08%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
16,616
shares
|
$420,550
0.01% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
16,335
shares
|
$413,438
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
16,133
shares
|
$408,326
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
15,707
shares
|
$397,544
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14,781
shares
|
$374,107
0.0% of portfolio
|
Q1 2025
Added 9.1%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
May 01, 2025 Q1 2025 |
14,617
shares
|
$369,956
0.11% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,477
shares
|
$366,412
0.02% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
14,281
shares
|
$361,452
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
13,550
shares
|
$342,950
0.03% of portfolio
|
Q1 2025
Added 41.88%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
13,351
shares
|
$337,913
0.0% of portfolio
|
Q1 2025
Added 7.97%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,300
shares
|
$336,623
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
13,171
shares
|
$333,358
0.07% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
12,801
shares
|
$323,993
0.12% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
12,720
shares
|
$321,943
0.09% of portfolio
|
Q1 2025
Reduced 14.89%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
12,449
shares
|
$315,084
0.06% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
12,000
shares
|
$303,720
0.08% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
11,642
shares
|
$294,659
0.01% of portfolio
|
Q4 2024
Added 8.02%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
11,635
shares
|
$294,481
0.01% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
11,570
shares
|
$292,836
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
11,500
shares
|
$291,065
0.02% of portfolio
|
Q1 2025
Reduced 3.53%
|