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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
20,330
shares
|
$517,601
0.08% of portfolio
|
Q2 2025
Reduced 8.09%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
20,232
shares
|
$515,106
0.36% of portfolio
|
Q2 2025
Added 6.76%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
20,047
shares
|
$510,396
0.03% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
19,595
shares
|
$498,888
0.4% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
19,523
shares
|
$497,055
0.02% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
18,770
shares
|
$477,884
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
18,649
shares
|
$474,803
0.18% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
18,600
shares
|
$473,556
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,347
shares
|
$467,114
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18,018
shares
|
$458,738
0.0% of portfolio
|
Q2 2025
Added 21.9%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
17,750
shares
|
$451,915
0.01% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
17,370
shares
|
$442,240
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
17,283
shares
|
$440,025
0.27% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
16,948
shares
|
$431,496
0.01% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
16,788
shares
|
$427,422
0.06% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
16,612
shares
|
$422,941
0.01% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,541
shares
|
$421,133
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
15,888
shares
|
$404,508
0.01% of portfolio
|
Q2 2025
Added 36.47%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
15,224
shares
|
$387,603
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
14,692
shares
|
$374,058
0.16% of portfolio
|
Q2 2025
Reduced 52.33%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
14,617
shares
|
$372,148
0.1% of portfolio
|
Q4 2023
Added 0.36%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
14,299
shares
|
$364,052
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Jul 17, 2025 Q2 2025 |
14,282
shares
|
$363,619
0.31% of portfolio
|
Q2 2025
Added 43.41%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
14,281
shares
|
$363,594
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
14,100
shares
|
$358,986
0.08% of portfolio
|
Q3 2025
Added 1.44%
|