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 388 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 $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
13,550
shares
|
$343,899
0.02% of portfolio
|
Q1 2025
Added 41.88%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
13,333
shares
|
$338,391
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
13,300
shares
|
$337,554
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
13,171
shares
|
$334,279
0.06% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
12,983
shares
|
$329,508
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
12,949
shares
|
$328,645
0.11% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
12,808
shares
|
$325,067
0.09% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
12,449
shares
|
$315,955
0.06% of portfolio
|
Q1 2025
Reduced 15.27%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
12,106
shares
|
$307,250
0.07% of portfolio
|
Q2 2025
Added 25.67%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
11,745
shares
|
$298,088
0.06% of portfolio
|
Q2 2025
Reduced 25.22%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
11,635
shares
|
$295,296
0.01% of portfolio
|
Q2 2024
Added 1.17%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
11,500
shares
|
$291,870
0.02% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
11,224
shares
|
$284,865
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
11,200
shares
|
$284,256
0.02% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
11,148
shares
|
$282,936
0.09% of portfolio
|
Q1 2025
Added 28.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
10,997
shares
|
$279,103
0.0% of portfolio
|
Q2 2025
Added 14.49%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
10,731
shares
|
$272,352
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
10,528
shares
|
$267,200
0.02% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
10,510
shares
|
$266,743
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
10,400
shares
|
$263,952
0.01% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
10,285
shares
|
$261,033
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,162
shares
|
$257,911
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
10,000
shares
|
$253,800
0.0% of portfolio
|
Q2 2025
Reduced 41.41%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
9,806
shares
|
$248,876
0.01% of portfolio
|
Q2 2025
Reduced 42.44%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
9,666
shares
|
$245,323
0.02% of portfolio
|
Q2 2025
New holding
|