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 |
|---|---|---|---|---|---|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
8,040
shares
|
$203,492
0.01% of portfolio
|
Q4 2024
Added 178.39%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
8,010
shares
|
$202,733
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
8,000
shares
|
$202,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
7,964
shares
|
$201,568
0.04% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
7,523
shares
|
$190,407
0.02% of portfolio
|
Q2 2024
Added 36.56%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
6,471
shares
|
$163,781
0.03% of portfolio
|
Q1 2025
Added 146.98%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
6,457
shares
|
$163,426
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,300
shares
|
$159,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
6,159
shares
|
$155,884
0.12% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,051
shares
|
$153,150
0.02% of portfolio
|
Q1 2025
Added 196.47%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
5,437
shares
|
$137,610
0.04% of portfolio
|
Q4 2023
Added 10.13%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
5,382
shares
|
$136,218
0.01% of portfolio
|
Q1 2025
Reduced 12.74%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
5,140
shares
|
$130,093
0.07% of portfolio
|
Q1 2025
Added 3.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
4,998
shares
|
$126,499
0.01% of portfolio
|
Q4 2022
Added 600.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
4,820
shares
|
$121,994
0.0% of portfolio
|
Q1 2025
Reduced 58.8%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
4,234
shares
|
$107,162
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,600
shares
|
$91,116
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
3,006
shares
|
$76,081
0.01% of portfolio
|
Q1 2025
Added 50.15%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
2,918
shares
|
$73,854
0.05% of portfolio
|
Q1 2025
Added 73.28%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
2,880
shares
|
$72,892
0.01% of portfolio
|
Q2 2020
Added 3.97%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,654
shares
|
$67,172
0.01% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
2,540
shares
|
$64,287
0.0% of portfolio
|
Q1 2025
Reduced 50.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,478
shares
|
$62,718
0.0% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$50,620
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
2,000
shares
|
$50,620
0.02% of portfolio
|
Q3 2024
Reduced 25.93%
|