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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
11,487
shares
|
$290,735
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
11,487
shares
|
$290,735
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
11,295
shares
|
$285,876
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
11,200
shares
|
$283,472
0.02% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
11,148
shares
|
$282,155
0.1% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
11,000
shares
|
$278,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
10,528
shares
|
$266,463
0.02% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
10,510
shares
|
$266,008
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,285
shares
|
$260,313
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
10,270
shares
|
$259,933
0.08% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
10,162
shares
|
$257,200
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Apr 23, 2025 Q1 2025 |
9,959
shares
|
$252,062
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
9,712
shares
|
$245,810
0.01% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
9,633
shares
|
$243,811
0.06% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,605
shares
|
$243,102
0.0% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
9,600
shares
|
$242,976
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,558
shares
|
$241,912
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
9,532
shares
|
$241,254
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
8,640
shares
|
$218,678
0.06% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,639
shares
|
$218,653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
8,512
shares
|
$215,438
0.03% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
8,485
shares
|
$214,755
0.08% of portfolio
|
Q4 2024
Reduced 20.98%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
8,230
shares
|
$208,301
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
8,112
shares
|
$205,314
0.01% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Apr 14, 2025 Q1 2025 |
8,061
shares
|
$204,023
0.03% of portfolio
|
Q1 2025
New holding
|