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 |
|---|---|---|---|---|---|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
9,636
shares
|
$244,561
0.07% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,558
shares
|
$242,582
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
9,532
shares
|
$241,922
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
9,428
shares
|
$239,282
0.01% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
9,062
shares
|
$229,993
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
8,902
shares
|
$225,932
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
8,644
shares
|
$219,384
0.03% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,639
shares
|
$219,257
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
8,556
shares
|
$217,151
0.04% of portfolio
|
Q2 2025
Added 32.22%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
8,534
shares
|
$216,592
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
8,492
shares
|
$215,526
0.14% of portfolio
|
Q2 2025
Added 675.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
8,416
shares
|
$213,598
0.01% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
8,230
shares
|
$208,877
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
8,103
shares
|
$205,654
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
8,100
shares
|
$205,578
0.0% of portfolio
|
Q2 2025
Reduced 15.63%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
8,099
shares
|
$205,552
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
8,094
shares
|
$205,425
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
8,061
shares
|
$204,588
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
8,040
shares
|
$204,055
0.01% of portfolio
|
Q4 2024
Added 178.39%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,010
shares
|
$203,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
8,000
shares
|
$203,040
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
7,964
shares
|
$202,126
0.04% of portfolio
|
Q1 2025
Reduced 25.94%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
7,962
shares
|
$202,075
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
7,891
shares
|
$200,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
7,523
shares
|
$190,933
0.01% of portfolio
|
Q2 2024
Added 36.56%
|