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 345 institutions that hold shares in the stock, with a total of 82.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
713
shares
|
$18,010
0.0% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Robbins Farley LLC
Manchester, NH |
Apr 16, 2025 Q1 2025 |
684
shares
|
$17,277
0.01% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
658
shares
|
$16,621
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
650
shares
|
$16,419
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
600
shares
|
$15,156
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
600
shares
|
$15,156
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
595
shares
|
$15,029
0.0% of portfolio
|
Q4 2024
Added 21.43%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
528
shares
|
$13,337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
514
shares
|
$12,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
500
shares
|
$12,630
0.0% of portfolio
|
Q2 2024
Reduced 60.63%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
413
shares
|
$10,432
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
302
shares
|
$7,628
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
248
shares
|
$6,264
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
217
shares
|
$5,481
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
140
shares
|
$3,536
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
125
shares
|
$3,157
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
121
shares
|
$3,056
0.0% of portfolio
|
Q4 2024
Added 255.88%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
105
shares
|
$2,652
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
79
shares
|
$1,995
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|